2025-10-16T18:39:27-04:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 020709424 The Obrzut Ling Foundation Inc % Foundation Source OBRZ 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Daniel T Ling Vice President 8008391754 2025-10-09 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 3524454 X 0 X 806 806 120868 120868 0 121674 121674 0 17125 17125 1289 4973 4973 23387 17125 4973 275475 275475 298862 17125 280448 -177188 104549 0 243840 217127 217127 2539226 2481818 3307327 2783066 2698945 3524454 0 0 X 2783066 2698945 2783066 2698945 2783066 2698945 2783066 -177188 93067 2698945 2698945 1453 1453 1453 700 0 800 1500 X 0 47 47 false false false false false false false true true DE true false false false true 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 Daniel T Ling Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP, Treas 1.0 0 0 0 Lee J Obrzut Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 3350080 152962 0 3503042 0 3503042 52546 3450496 172525 172525 1453 1453 171072 171072 171072 280448 0 0 0 0 280448 171072 146952 280448 146952 133496 0 0 37576 0 0 Daniel T Ling X ACCELERATE CHANGE INC 294 WASHINGTON ST STE 500 BOSTON MA 02108 N/A PC General & Unrestricted 5000 ARIZONA COMMUNITY FOUNDATION 2201 E CAMELBACK RD STE 405B PHOENIX AZ 85016 N/A PC General & Unrestricted (See general explanation) 150475 ARIZONA COMMUNITY FOUNDATION 2201 E CAMELBACK RD STE 405B PHOENIX AZ 85016 N/A PC Obrzut Ling Donor Advised Fund 100000 ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER PO BOX 2260 TEMPE AZ 85281 N/A PC ASU President's Club Fund 5000 SOUTHERN VISION ALLIANCE PO BOX 51698 DURHAM NC 27717 N/A PC To support Movement Labs / Focus4 Democracy 5000 ST MARYS FOOD BANK ALLIANCE 2831 N 31ST AVE PHOENIX AZ 85009 N/A PC General & Unrestricted 5000 STATES NEWSROOM 50 F ST NW STE 460 WASHINGTON DC 20001 N/A PC Arizona Mirror Fund 5000 275475 14 806 14 120868 121674 121674 false false false false false false false false false false PART I LINE 25 AND PART XIV LINE 3A PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OR AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $150,475 TOTAL BOOK VALUE OF PROPERTY: $57,408 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $150,475 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $93,067 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: TOPBUILD CORP UNITS: 10 DATE OF DISTRIBUTION: 7/11/2024 GRANT RECIPIENT: DONOR ADVISED CHARITABLE GIVING FMV OF PROPERTY: $4,219 BOOK VALUE OF PROPERTY: $1,930 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $2,289 DESCRIPTION OF PROPERTY: NVIDIA CORP UNITS: 200 DATE OF DISTRIBUTION: 7/11/2024 GRANT RECIPIENT: DONOR ADVISED CHARITABLE GIVING FMV OF PROPERTY: $25,971 BOOK VALUE OF PROPERTY: $5,429 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $20,542 DESCRIPTION OF PROPERTY: COGENT COMMUNICATIONS GROUP, INC. UNITS: 67 DATE OF DISTRIBUTION: 7/11/2024 GRANT RECIPIENT: DONOR ADVISED CHARITABLE GIVING FMV OF PROPERTY: $4,148 BOOK VALUE OF PROPERTY: $4,337 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: -$189 DESCRIPTION OF PROPERTY: ELI LILLY & CO UNITS: 2 DATE OF DISTRIBUTION: 7/11/2024 GRANT RECIPIENT: DONOR ADVISED CHARITABLE GIVING FMV OF PROPERTY: $1,867 BOOK VALUE OF PROPERTY: $731 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,136 DESCRIPTION OF PROPERTY: ELI LILLY & CO UNITS: 123 DATE OF DISTRIBUTION: 7/11/2024 GRANT RECIPIENT: DONOR ADVISED CHARITABLE GIVING FMV OF PROPERTY: $114,270 BOOK VALUE OF PROPERTY: $44,980 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $69,289 ADOBE SYSTEMS, INC 8238 9783 ADVANCED ENERGY IND INC 1631 2081 ALPHABET INC CL A 10636 18930 ALPHABET INC CL C 23493 41897 AMAZON COM 10089 21939 AON PLC CL A 38637 43458 APPLE INC 20615 32054 BADGER METER, INC 3232 5727 DFA EMERGING MARKETS CORE EQ P 304000 376195 DFA INTERNATIONAL VECTOR EQUIT 350420 436370 DFA ONE-YEAR FIXED INC PORTFOL 135500 134482 ELI LILLY & CO 17188 36284 EMERGING MARKETS TARGETED VALU 40000 42378 EXPONENT, INC 3521 3208 FISERV, INC 8140 14790 FLEXSHARES GLOBAL UPSTREAM NAT 114858 137877 GLOBAL X FTSE GREECE 20 29885 44453 INGERSOLL-RAND INC 1482 2442 INTUIT 5291 7542 INTUITIVE SURGICAL 1789 3654 ISHARES S&P GLOBAL ENERGY SECT 77995 116144 KLA TENCOR CORP 4512 7561 LOWES COMPANIES INC 26624 33071 MARATHON PETROLEUM CORP 14469 15485 MASTERCARD INC 31974 46865 MICROCHIP TECHNOLOGY INC 10155 7341 MURPHY USA INC 1534 3011 N V R INC 10980 16358 O'REILLY AUTOMOTIVE INC 4326 5929 RAMBUS, INC 5073 5445 S&P GLOBAL INC COM 17045 25400 SPDR BARCLAYS CAPITAL EMERGING 115565 83940 SPROTT GOLD EQUITY FUND CL INV 114070 134534 STONE RIDGE ALTERNATIVE LENDIN 228000 205420 STONE RIDGE REINSURANCE RISK P 163292 203602 TEXAS INSTRUMENTS INC 29899 31502 THERMO FISHER SCIENTIFIC INC 18804 17168 TRANE TECHNOLOGIES PLC 5282 11450 U S VECTOR EQUITY PORTFOLIO 35000 55360 UNITEDHEALTH GROUP INC 67550 66774 VANGUARD TOTAL STOCK MARKET ET 312645 717569 VISA INC 58379 81854 Administrative Fees 4901 4901 Postage/Delivery Service 47 47 State or Local Filing Fees 25 25 GRANTS OF PUBLICLY-TRADED SECURITIES 93067 Investment Management Services 17125 17125 990-PF Estimated Tax for 2024 700 990-PF Excise Tax for 2023 589