2025-11-04T14:27:43-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 831890314 Tapper Goodman Foundation % Foundation Source TAPP 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 James Goodman Co-President 8008391754 2025-11-01 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 24138557 X 1429500 46018 46018 369147 369147 1597630 7026902 2881260 3442295 3296425 0 17021 17021 9600 12966 12966 39587 17021 12966 864060 864060 903647 17021 877026 2538648 3279404 0 1182993 751996 751996 18174564 20233700 21273461 597470 1629877 2113100 19955027 22615573 24138557 0 0 X 19955027 22615573 19955027 22615573 19955027 22615573 19955027 2538648 121898 22615573 22615573 Publicly-traded Securities 7026902 4145642 2881260 2881260 2881260 45584 45584 45584 4007 0 42600 46607 X 0 1023 1023 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 James Goodman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas, Co- Pres 1.0 0 0 0 Robin Tapper Foundation Source 501 Silverside Rd Wilmington DE 198091377 Co- Pres, Dir, Sec 1.0 0 0 0 20648301 900617 2094926 23643844 0 23643844 354658 23289186 1164459 1164459 45584 45584 1118875 1118875 1118875 877026 0 0 0 0 877026 1118875 845719 877026 845719 31307 0 0 1087568 0 0 James Goodman Robin Tapper X VANGUARD CHARITABLE ENDOWMENT PROGRAM 2670 WARWICK AVE WARWICK RI 02889 N/A PC GENERAL & UNRESTRICTED (SEE IN-KIND GRANT GENERAL EXPLANATION ATTACHMENT) 864060 864060 14 46018 14 369147 18 1597630 2012795 2012795 false false false false false false false false false false X X 1 Goodman James 8473 Bay Colony Drive 801 Naples FL 34108 1429500 X X 1 VANGUARD TAX MANAGED SMALL CAP INSTL CL VTSIX, 2000 sh. 179500 2024-05-17 IN-KIND GRANTS 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: $864,060 TOTAL BOOK VALUE OF PROPERTY: $742,162 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $864,060 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $121,898 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: VANGUARD WINDSOR FD ADMIRAL SHS UNITS: 2,500 DATE OF DISTRIBUTION: 5/22/2024 GRANT RECIPIENT: VANGUARD CHARITABLE ENDOWMENT PROGRAM FMV OF PROPERTY: $192,300 BOOK VALUE OF PROPERTY: $203,980 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $192,300 DESCRIPTION OF PROPERTY: VANGUARD WINDSOR II FD ADMIRAL SHS UNITS: 3,000 DATE OF DISTRIBUTION: 5/22/2024 GRANT RECIPIENT: VANGUARD CHARITABLE ENDOWMENT PROGRAM FMV OF PROPERTY: $250,950 BOOK VALUE OF PROPERTY: $195,930 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $250,950 DESCRIPTION OF PROPERTY: VANGUARD WINDSOR FD ADMIRAL SHS UNITS: 1,000 DATE OF DISTRIBUTION: 7/17/2024 GRANT RECIPIENT: VANGUARD CHARITABLE ENDOWMENT PROGRAM FMV OF PROPERTY: $77,890 BOOK VALUE OF PROPERTY: $81,610 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $77,890 DESCRIPTION OF PROPERTY: VANGUARD WINDSOR II FD ADMIRAL SHS UNITS: 4,000 DATE OF DISTRIBUTION: 7/17/2024 GRANT RECIPIENT: VANGUARD CHARITABLE ENDOWMENT PROGRAM FMV OF PROPERTY: $342,920 BOOK VALUE OF PROPERTY: $260,642 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $342,920 VANGUARD CAPITAL OPPORTUNITY A 3247432 3785800 VANGUARD FTSE ALL-WLD EX-US SM 1759088 1645828 VANGUARD GLOBAL EX-US REAL EST 498632 395607 VANGUARD GROWTH ETF 6757451 6566718 VANGUARD SF REIT ETF 1596776 1781639 VANGUARD SM-CAP ETF 427479 487128 VANGUARD TAX-MANAGED SMALL CAP 728660 766955 VANGUARD VALUE ETF 2847795 3386106 VANGUARD WINDSOR FD ADMIRAL SH 1360480 1200880 VANGUARD WINDSOR II FD ADMIRAL 1009907 1256800 VANGUARD HARBOURVEST 2021 PRVT 782519 994458 VANGUARD HARBOURVEST 2022 PRVT 560284 721412 VANGUARD HARBOURVEST 2023 PRVT 277074 378440 VANGUARD HARBOURVEST 2024 PRVT 10000 18790 Administrative Fees 12941 12941 State or Local Filing Fees 25 25 GRANTS OF PUBLICLY TRADED SECURITIES 121898 Investment Management Services 17021 17021 990-PF Estimated Tax for 2024 3800 990-PF Extension for 2023 5800