2025-10-09T16:06:51-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 460703122 Charles Timmons Foundation % Foundation Source CHAR 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Charles M Timmons Jr President 8008391754 2025-10-01 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 11133499 X 807248 7931 7931 275038 275038 126689 2143125 126689 1216906 409658 0 17027 17027 1400 25610 25610 44037 17027 25610 462725 462725 506762 17027 488335 710144 392631 0 912113 97739 97739 8403760 9928278 11035760 9315873 10026017 11133499 0 0 X 9315873 10026017 9315873 10026017 9315873 10026017 9315873 710144 10026017 10026017 Publicly-traded Securities 2143125 2016436 126689 126689 126689 5458 5458 5458 3096 0 2400 5496 X 0 38 38 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 Sherri Ratley Timmons Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP, Dir 1.0 0 0 0 Charles M Timmons Jr Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 10066980 168060 0 10235040 0 10235040 153526 10081514 504076 504076 5458 5458 498618 498618 498618 488335 0 0 0 0 488335 498618 397099 488335 397099 91236 0 0 407382 0 0 Charles M Timmons Jr Sherri Ratley Timmons X BON SECOURS MERCY HEALTH FOUNDATION 1701 MERCY HEALTH PL CINCINNATI OH 45237 N/A PC General & Unrestricted 2000 CHRIST CHURCH 10 N CHURCH ST GREENVILLE SC 29601 N/A PC Charitable Event 24000 CHRIST CHURCH 10 N CHURCH ST GREENVILLE SC 29601 N/A PC Annual pledge 24000 CHRIST CHURCH EPISCOPAL SCHOOL 245 CAVALIER DR GREENVILLE SC 29607 N/A PC General & Unrestricted 2500 COMMUNITY FOUNDATION OF GREENVILLE INC 630 E WASHINGTON ST STE A GREENVILLE SC 29601 N/A PC General & Unrestricted 2000 FACES AND VOICES OF RECOVERY GREENVILLE 355 WOODRUFF RD STE 303 GREENVILLE SC 29607 N/A PC General & Unrestricted 2000 FURMAN UNIVERSITY 3300 POINSETT HWY GREENVILLE SC 29613 N/A PC Renovation Fund for Timmons Arena 50000 GEORGIA STATE UNIVERSITY RISK MANAGEMENT FOUNDATIO PO BOX 2668 ATLANTA GA 30301 N/A PC General & Unrestricted 5000 GREENVILLE ARTS FESTIVAL 101 B AUGUSTA ST GREENVILLE SC 29601 N/A PC General & Unrestricted 2000 GREENVILLE ARTS FESTIVAL 101 B AUGUSTA ST GREENVILLE SC 29601 N/A PC Charitable Event 2500 GREENVILLE ARTS FESTIVAL 101 B AUGUSTA ST GREENVILLE SC 29601 N/A PC 20th Anniversary Sculpture 5000 GREENVILLE COUNTRY CLUB SCHOLARSHIP FOUNDATION 239 BYRD BLVD GREENVILLE SC 29605 N/A PC General & Unrestricted 1000 GREENVILLE TECH FOUNDATION INC PO BOX 5616 GREENVILLE SC 29606 N/A PC General & Unrestricted 2000 GREENVILLE THEATRE 444 COLLEGE ST GREENVILLE SC 29601 N/A PC General & Unrestricted 1000 LINVILLE FOUNDATION INC PO BOX 99 LINVILLE NC 28646 N/A PC General & Unrestricted 2000 MEALS ON WHEELS OF GREENVILLE INC 15 OREGON ST GREENVILLE SC 29605 N/A PC General & Unrestricted 500 METROPOLITAN ARTS COUNCIL 16 AUGUSTA ST GREENVILLE SC 29601 N/A PC General & Unrestricted 2000 MEYER CENTER FOR SPECIAL CHILDREN 1132 RUTHERFORD RD GREENVILLE SC 29609 N/A PC General & Unrestricted 2000 PEACE CENTER FOUNDATION 101 WEST BROAD ST GREENVILLE SC 29601 N/A PC Peacekeepers 2500 PENDLETON PLACE INC 1133 PENDLETON ST GREENVILLE SC 29601 N/A PC General & Unrestricted 1000 PIVOTPOINT WNC 30 CUMBERLAND AVE STE 103 ASHEVILLE NC 28801 N/A PC Arch to Freedom Access Fund 3000 POINSETT CLUB FOUNDATION 807 E WASHINGTON ST GREENVILLE SC 29601 N/A PC General & Unrestricted 1000 PROJECT HOST INC PO BOX 345 GREENVILLE SC 29602 N/A PC General & Unrestricted 1000 SOUTH CAROLINA CHILDRENS THEATRE PO BOX 9340 GREENVILLE SC 29604 N/A PC General & Unrestricted 500 ST ANDREWS SOCIETY OF UPPER SOUTH CAROLINA HERITAG PO BOX 5221 GREENVILLE SC 29606 N/A PC General & Unrestricted 2000 UNITED MINISTRIES 606 PENDLETON ST GREENVILLE SC 29601 N/A PC General & Unrestricted 10000 UNITED WAY OF GREENVILLE COUNTY INCORPORATED 105 EDINBURGH COURT GREENVILLE SC 29607 N/A PC General & Unrestricted 2500 UNIVERSITY OF SOUTH CAROLINA BUSINESS PARTNERSHIP 1705 COLLEGE ST 8TH FL COLUMBIA SC 29208 N/A PC RUM Program Scholarship Fund 2500 UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATIO 1027 BARNWELL ST COLUMBIA SC 29208 N/A PC Carolina Scholar Scholarship Fund 301225 UNIVERSITY OF THE SOUTH 735 UNIVERSITY AVE SEWANEE TN 37383 N/A PC General & Unrestricted 2000 UPSTATE YOUTH DEVELOPMENT FOUNDATION 1168 N PLEASANTBURG DR GREENVILLE SC 29607 N/A PC General & Unrestricted 2000 462725 14 7931 14 275038 18 126689 409658 409658 false false false false false false false false false false X X 1 The KWT Testamentary CLAT 251 McDaniel Avenue Greenville SC 29601 807248 X AMERICAN BEACON AHL MANAGED FU 122222 111431 ARTISAN INTERNATIONAL VALUE FU 159958 165667 BLACKROCK HIGH YIELD BOND PORT 198602 195340 BLACKSTONE ALTERNATIVE MULTI S 477045 475125 COHEN & STEERS REAL ESTATE SEC 474491 448103 CONSUMER DISCRETIONARY SELECT 25869 26922 DODGE & COX INCOME FUND 540519 531706 FIDELITY 500 INDEX FUND 2059662 2943694 FIDELITY INTERNATL INDEX INSTL 343783 360355 FINANCIAL SELECT SECTOR SPDR F 98579 110676 INVESCO QQQ TRUST 274221 436590 INVESCO S&P 500 EQUAL WEIGHT E 127496 138432 ISHARE MSCI UK INDEX 55903 55698 ISHARES CORE MSCI EMERGING MAR 586646 580269 ISHARES GOLD TR 108885 147490 ISHARES MSCI EUROPE FINANCIALS 52686 55710 ISHARES MSCI-JAPAN 243555 248807 ISHARES TR S & P MIDCAP 400 IN 160532 192663 ISHARESLEHMAN 7-10YR 475436 448290 JPMORGAN BETABUILDERS CANADA E 77575 83790 K2 ALTERNATIVE STRAT-R6 107400 100558 MARKET VECTORS - GOLD MINERS E 83581 82876 NEUBERGER BERMAN ALTRNTIVE FDS 490273 555386 PIMCO COMMODITY PL STRAT INS 147631 140976 PIMCO TOTAL RETURN FUND 361334 335539 PIMCO UNCONSTRAINED BOND FUND 234722 223441 SELECT SECTOR SPDR INDUSTRIAL 28872 27538 SELECT SECTOR SPDR-HEALTH CARE 56299 55303 SPRD EURO STOXX 50 ETF 196525 193611 ST SPDR O&G E&S ETF 89858 86733 VANECK SEMICONDUCTOR ETF 78327 81611 VANGUARD FTSE EUROPEAN ETF 191162 194091 VANGUARD TOTAL BOND MARKET IND 1088559 1090498 WISDOMTREE JAPAN HEDGED EQUITY 110070 110841 Administrative Fees 25585 25585 State or Local Filing Fees 25 25 Investment Management Services 17027 17027 990-PF Estimated Tax for 2024 1400