2025-08-13T09:13:19-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 833070109 Hungerford Charitable Foundation % Foundation Source HUNG 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Susan Hungerford Co-President 8008391754 2025-07-23 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 1269377 X 0 X 826 826 20633 20633 55111 195840 64639 76570 86098 4000 4000 12116 12116 453 254 7861 10 7851 24430 12380 11851 41600 41600 66030 12380 53451 10540 73718 0 31141 15178 15178 860139 886642 1254199 891280 901820 1269377 0 0 X 891280 901820 891280 901820 891280 901820 891280 10540 901820 901820 Publicly-traded Securities 195840 131201 64639 64639 64639 1025 1025 1025 0 1100 1100 X 0 75 75 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false David Cook Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Muriel Hungerford Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Co- Pres, Sec, Treas 1.0 0 0 0 Susan Hungerford Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Co- Pres 40.0 4000 0 0 1246502 21109 0 1267611 0 1267611 19014 1248597 62430 62430 1025 1025 61405 61405 61405 53451 0 0 0 0 53451 61405 51187 53451 51187 2264 0 0 59141 0 0 Muriel Hungerford X BETHLEHEM CENTRAL SCHOOL DISTRICT 700 DELAWARE AVE DELMAR NY 12054 N/A GOV General & Unrestricted 5000 BETHLEHEM PUBLIC LIBRARY 451 DELAWARE AVE DELMAR NY 12054 N/A PC General & Unrestricted 5000 CORTLAND COLLEGE FOUNDATION INC SUNY CORTLAND BROCKWAY HALL 312 CORTLAND NY 13045 N/A PC Hungerford Scholarship Fund 10000 CORTLAND COLLEGE FOUNDATION INC SUNY CORTLAND BROCKWAY HALL 312 CORTLAND NY 13045 N/A PC Hungerford Faculty Fund 8000 HUDSON CITY SCHOOL DISTRICT 215 HARRY HOWARD AVE HUDSON NY 12534 N/A PC Special Education Department 5000 NATIONAL INVENTORS HALL OF FAME INC 3701 HIGHLAND PARK NW NORTH CANTON OH 44720 N/A PC TO SUPPORT THE HUDSON CSD PROGRAM - SCHOLARSHIP FUND FOR STUDENTS TO ATTEND THE CAMP INVENTION PROGRAM ILLUMINATE THE SUMMER 2024 3600 YOUNG MENS CHRISTIAN ASSOCIATION OF THE CAPITAL DI 465 KARNER RD ALBANY NY 12205 N/A PC Bethlehem Support Campaign 5000 41600 14 826 14 20633 18 55111 76570 76570 false false false false false false false false false false ABBOTT LABS 9186 8823 ABERDEEN BLOOMBERG ALL COMMODI 14391 14773 ACCENTURE PLC 8886 10202 ALPHABET INC CL A 13484 36724 AMAZON COM 16165 38613 AMETEK INC 2407 3425 APPLE INC 14809 33306 ARISTA NETWORKS 11158 12379 ASML HOLDING NV NY REG SHS 8195 8317 AXON ENTERPRISE 1570 4755 BADGER METER, INC 2503 3818 BERKSHIRE HATHAWAY INC. CLASS 21762 31730 BOOKING HOLDINGS INC 9740 24842 BROWN & BROWN INC 2729 4183 CAVA GROUP INC 3359 2707 CBOE HOLDINGS INC 2538 2931 CELESTICA INC. SV 3326 5538 CHEMED CORP 2459 2649 CHIPOTLE MEX GRILL 9982 36180 CHURCH & DWIGHT 8712 11309 CLEAR SECURE 3304 2930 CLEARWATER ANALYTICS HOLDINGS, 3477 3633 CMS ENERGY CP 2937 2799 COMMERCIAL METALS 2397 2976 COPART INC 21974 25022 COSTCO WHOLESALE CORPORATION 25906 33902 CUMMINS INC 5466 5229 DECKERS OUTDOOR CORPORATION 1789 4265 DIREXION DAILY 20 PLUS YEAR TR 10756 21931 DOXIMITY ORD SHS CLASS A 3330 4912 DUOLINGO 2790 3891 DYNATRACE 2772 2772 E.L.F. BEAUTY, INC. 2485 3641 EDWARDS LIFESCIENCES 20543 20876 EQUITY LIFESTYLE PRP 10608 10922 EXXON MOBIL CORP 7308 9466 FABRINET INC 2506 3298 FASTENAL COMPANY 10177 9564 FINANCIAL SELECT SECTOR SPDR F 8564 12179 FLEXSHARES READY ACCESS VARIAB 14364 14282 GEN DYNAMICS CP 10059 8959 GENERAC HOLDING INC 2562 3721 HIMS & HERS HEALTH, INC 3309 3772 HOME DEPOT INC 9093 11670 INTUIT 19117 30797 INTUITIVE SURGICAL 7641 23488 INVESCO SENIOR LOAN ETF 26993 27475 ISHARES BARCLAYS MBS BOND FUND 25415 24570 ISHARES BARCLAYS TIPS BOND FUN 46625 45710 ISHARES CORE 1-5 YEAR USD BOND 72810 73899 ISHARES IBOXX $ HIGH YIELD COR 9689 9202 ISHARES S&P U.S. PREFERRED STO 16542 16443 KINSALE CAPITAL GROUP INC 2274 3256 LENNAR CORP 10118 12955 MASTERCARD INC 17069 32121 MEDPACE HOLDINGS, INC 2443 3655 META PLATFORMS INC 7139 32203 MICROSOFT CORP 7931 12224 MONOLITHIC POWER SYSTEMS, INC 1955 2959 MONSTER BEVERAGE CORP 12164 22075 NEXTERA ENERGY, INC 10840 10897 NIKE INC-CL B 8587 5600 NOVO NORDISK A S 15081 29419 NVIDIA CORP 5263 27261 OLD DOMINION FREIGHT LINE 2202 2822 PACKAGING CORP AMER 8984 12607 PAYPAL HOLDINGS, INC 8016 11437 PIMCO ENHANCED SHORT MATURITY 11395 11439 POOL CORP 2459 2387 PROGRESSIVE CORP OHIO 18479 49598 PROSHARES TR ULSH 20YRTRE NEW 3201 5038 QUALYS INC COM 2926 2804 ROBINHOOD 3327 5328 ROLLINS INC 2573 3245 SAMSARA INC CL A 3311 3539 SHERWIN-WILLIAMS CO 8907 11218 SKECHERS U S A INC CL A 2045 3631 SMITH A O CORP DEL COM 10784 12210 SPDR BARCLAYS CAPITAL 1-3 MONT 11827 11794 SPDR SER TR BARCLAYS CAP CONV 7373 9269 SPOTIFY TECHNOLOGY SA 1416 4026 SYNOPSYS, INC 15916 24753 TEXAS PACIFIC LAND CORPORATION 2169 4424 THE HERSHEY COMPANY 9177 8129 TRACTOR SUPPLY CO COM 12034 27857 TREX CO INC 2088 2485 UNION PACIFIC 8941 8666 UNITEDHEALTH GROUP INC 31706 31363 VEEVA SYSTEMS INC 2474 2733 WISDOMTREE FLOATING RATE TREAS 11379 11372 Administrative Fees 7826 7826 Bank Charges 10 10 State or Local Filing Fees 25 25 Investment Management Services 12116 12116 WE RESPECTFULLY REQUEST THAT THE Hungerford Charitable Foundation FOUNDATION'S QUARTERLY ESTIMATED TAXES FOR TAXABLE YEAR ENDING DECEMBER 31, 2024 BE TREATED AS TIMELY AND REQUEST THAT THE $20 PENALTY INDICATED ON FORM 2220 BE ABATED BECAUSE THE UNDERPAYMENT IN Q3 AND Q4 WAS DUE TO REASONABLE CAUSE. TREASURY REGULATIONS SEC 301.6651-1(C)(1) DEFINES REASONABLE BY ASKING WHETHER THE TAXPAYER EXERCISED ORDINARY BUSINESS CARE AND PRUDENCE. THE FOUNDATION EXERCISED CARE AND PRUDENCE IN SEEKING A REPUTABLE FIRM KNOWLEDGEABLE ABOUT EXEMPT ORGANIZATIONS TO CALCULATE ITS QUARTERLY ESTIMATES FOR TAX PERIOD ENDING DECEMBER 31, 2024. THE FIRM'S SOFTWARE CORRECTLY DETERMINED THAT THE FOUNDATION COULD PAY ITS Q3 AND Q4 ESTIMATE BASED ON PRIOR YEAR TAX LIABILITY. HOWEVER, SINCE THAT LIABILITY WAS UNDER $500, THE SOFTWARE INCORRECTLY INDICATED THAT NO QUARTERLY PAYMENT WAS DUE. AS SOON AS THE ERROR WAS DISCOVERED, THE FOUNDATION PAID THE REQUIRED TAX. WE BELIEVE THAT THE UNDERPAYMENT WAS DUE TO REASONABLE CAUSE AND IN NO WAY DUE TO AN INTENTIONAL DISREGARD FOR THE RULES, AND RESPECTFULLY REQUEST THAT NO 2220 PENALTY BE ASSESSED. 990-PF Excise Tax for 2023 199 Foreign Tax Paid 254 254