2025-08-13T09:13:18-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 471165956 The Donald & Kimberlee Slager Foundation % Foundation Source DONA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Donald Slager President 8008391754 2025-07-23 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 4397487 X 1275551 2727 2727 128138 123318 106702 1747441 630209 1513118 756254 0 19237 19237 16399 16399 35636 19237 16399 515000 515000 550636 19237 531399 962482 737017 0 53697 84114 84114 2559836 3491901 4313373 2613533 3576015 4397487 0 0 X 2613533 3576015 2613533 3576015 2613533 3576015 2613533 962482 3576015 3576015 Publicly-traded Securities 1747441 1117232 630209 630209 630209 10245 10245 10245 1293 0 9000 10293 X 0 48 48 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 false false false false false false false false false false false false false false false false false Donald Wade Slager Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 Kimberlee Dawn Slager Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Thomas Slager Foundation Source 501 Silverside Rd Wilmington DE 198091377 Treas 1.0 0 0 0 4020182 123940 0 4144122 0 4144122 62162 4081960 204098 204098 10245 10245 193853 193853 193853 531399 0 0 0 0 531399 193853 173990 278149 218912 362251 103435 1136737 531399 193853 337546 1474283 0 173990 1300293 278149 218912 362251 103435 337546 Donald Wade Slager Kimberlee Dawn Slager X 100 CLUB OF ARIZONA 333 N 44TH ST STE 100 PHOENIX AZ 85008 N/A PC General & Unrestricted 5000 BOYS & GIRLS CLUB OF GREATER HOLLAND 435 VAN RAALTE AVE HOLLAND MI 49423 N/A PC Charitable Event 10000 CHANCES FOR CHILDREN 20701 N SCOTTSDALE STE 107-423 SCOTTSDALE AZ 85255 N/A PC Charitable 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Care Unit (NICU) 20000 MAYO CLINIC 200 FIRST ST ROCHESTER MN 55905 N/A PC Arizona Bold Forward Initiative 20000 MAYO CLINIC 200 FIRST ST ROCHESTER MN 55905 N/A PC In support of the Arizona Bold Forward Initiative 300000 PHOENIX CHILDRENS HOSPITAL FOUNDATION 2929 E CAMELBACK RD STE 122 PHOENIX AZ 85016 N/A PC Charitable Event 25000 PHOENIX CHILDRENS HOSPITAL FOUNDATION 2929 E CAMELBACK RD STE 122 PHOENIX AZ 85016 N/A PC Charitable Event 10000 SCOTTSDALE CHRISTIAN ACADEMY INC 14400 N TATUM BLVD PHOENIX AZ 85032 N/A PC Charitable Event 15000 STREETLIGHTUSA PO BOX 6178 PEORIA AZ 85385 N/A PC General & Unrestricted 5000 515000 14 2727 14 128138 18 106702 237567 237567 false false false false false false false false false false X X 1 Slager Donald Wade 8924 E Pinnacle Peak Rd STE G5-610 Scottsdale AZ 85255 1275551 X X 1 JP MORGAN CHASE JPM, 400 sh. 74932 2024-03-11 1 EXXON MOBIL CORP XOM, 700 sh. 75761 2024-03-11 1 QUALCOMM INC QCOM, 400 sh. 68020 2024-03-11 1 SELECT SECTOR SPDR ENERGY FUND XLE, 700 sh. 61824 2024-03-11 1 JOHN HANCOCK FDS III DISCIPLINED VALUE JVMIX, 4361.197 sh. 126387 2024-03-11 1 ABBVIE INC ABBV, 400 sh. 71900 2024-03-11 1 COLUMBIA DIVIDEND INCOME FUND CL Y CDDYX, 7738.902 sh. 254842 2024-03-11 1 COLUMBIA CONTRARIAN CORE FUND COFYX, 6439.949 sh. 225978 2024-03-11 1 HENDERSON GROUP PLC JHG, 648.887 sh. 25550 2024-10-23 1 SPDR GOLD SHARES GLD, 550 sh. 138430 2024-10-23 1 WAL-MART STORES INC WMT, 750 sh. 61928 2024-10-23 FIDELITY 500 INDEX FUND 1092181 1704688 FIDELITY INTERNATL INDEX INSTL 135114 135564 JPMORGAN BETABUILDERS CANADA E 71978 90638 JPMORGAN BETABUILDERS DEVELOPE 68142 63131 JPMORGAN BETABUILDERS JAPAN ET 123142 126412 SIX CIRCLES CREDIT OPPORTUNITI 175764 177735 SIX CIRCLES INTERNATIONAL UNCO 377280 388545 SIX CIRCLES TAX AWARE BND 366956 355353 SIX CIRCLES US UNCONSTRAINED E 441197 606975 VANGUARD GOVT BOND ETF INTERME 180482 178118 VANGUARD INTERMEDIATE TERM TA 230504 222547 VANGUARD S&P 500 ETF 145189 178346 VANGUARD TAX-EXEMPT BOND ETF 83972 85321 Administrative Fees 16374 16374 State or Local Filing Fees 25 25 Investment Management Services 19237 19237