2025-06-05T14:32:17-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 205632349 Diane and Steve Clark Family Foundation % Foundation Source DIAN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 diane clark co-president 8008391754 2025-05-29 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 6100903 X 0 X 2282 2282 255308 255308 28328 715914 28328 285918 285918 0 33411 33411 1400 23090 23090 57901 33411 23090 249625 249625 307526 33411 272715 -21608 252507 292355 179824 179824 4665069 4769420 5921079 4957424 4949244 6100903 12209 25637 12209 25637 X 4945215 4923607 4945215 4923607 4957424 4949244 4945215 -21608 4923607 4923607 Publicly-traded Securities 715914 687586 28328 28328 28328 3510 3510 3510 6251 0 6251 X 0 2741 2741 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 Diane Clark Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Co- Pres 1.0 0 0 0 Steve Clark Foundation Source 501 Silverside Rd Wilmington DE 198091377 Co- Pres, Dir 1.0 0 0 0 5983094 153192 0 6136286 0 6136286 92044 6044242 302212 302212 3510 3510 298702 298702 298702 272715 0 0 0 0 272715 298702 268914 272715 268914 3801 0 0 294901 0 0 Diane Clark Steve Clark X 100 CLUB OF ARIZONA 333 N 44TH ST STE 100 PHOENIX AZ 85008 N/A PC General & Unrestricted 1000 BOYS & GIRLS CLUBS OF THE VALLEY INC 4309 E BELLEVIEW ST BLDG 14 PHOENIX AZ 85008 N/A PC Robson branch, Palomino School Scholarship Fund 3000 BOYS & GIRLS CLUBS OF THE VALLEY INC 4309 E BELLEVIEW ST BLDG 14 PHOENIX AZ 85008 N/A PC Scholarship fund for Robson branch Palomino School 2000 CATHOLIC RELIEF SERVICES INC PO BOX 5200 HARLAN IA 51593 N/A PC General & Unrestricted 500 CENTER FOR ARIZONA POLICY INC PO BOX 32428 PHOENIX AZ 85064 N/A PC General & Unrestricted 20000 CURE INTERNATIONAL INC 70 IONIA AVE SW STW 200 GRAND RAPIDS MI 49503 N/A PC to support surgery for two children 3000 EVANGELICAL COVENANT CHURCH 8303 W HIGGINS RD CHICAGO IL 60631 N/A PC General & Unrestricted 2000 FEED MY STARVING CHILDREN 401 93RD AVE NW COON RAPIDS MN 55433 N/A PC General & Unrestricted 2000 FOOD FOR THE HUNGRY INC 2 N CENTRAL AVE STE 200 PHOENIX AZ 85004 N/A PC General & Unrestricted 1000 GLOBAL TRAINING NETWORK INC PO BOX 6507 PEORIA AZ 85385 N/A PC General & Unrestricted 5000 GODS LOVE WE DELIVER INC 166 AVE OF THE AMERICAS NEW YORK NY 10013 N/A PC General & Unrestricted 2500 HEALTH VOLUNTEERS OVERSEAS 1900 L ST NW STE 310 WASHINGTON DC 20036 N/A PC Bring-Health-to-All Fund 1000 HOMES FOR OUR TROOPS INC 6 MAIN ST TAUNTON MA 02780 N/A PC General & Unrestricted 1000 HOPE AND A FUTURE INC 909 W MCDOWELL RD PHOENIX AZ 85007 N/A PC RFKC La Casa de Cristo Fund 2125 HOPE INTERNATIONAL 227 GRANITE RUN DR STE 250 LANCASTER PA 17601 N/A PC Microfinance lending 1000 HOUSE OF REFUGE SUNNYSLOPE INC 9844 N 7TH PL PHOENIX AZ 85020 N/A PC General & Unrestricted 1000 LA CASA DE CRISTO LUTHERAN CHURCH 6300 E BELL RD SCOTTSDALE AZ 85254 N/A PC Building Fund 12000 LA CASA DE CRISTO LUTHERAN CHURCH 6300 E BELL RD SCOTTSDALE AZ 85254 N/A PC Program Fund 20000 LA CASA DE CRISTO LUTHERAN CHURCH 6300 E BELL RD SCOTTSDALE AZ 85254 N/A PC La Sagrada Familia Building Fund 100000 MAKE-A-WISH FOUNDATION OF AMERICA 1702 E HIGHLAND AVE STE 400 PHOENIX AZ 85016 N/A PC General & Unrestricted 1000 MENTORKIDS USA 1776 N SCOTTSDALE RD UNIT 1148 SCOTTSDALE AZ 85252 N/A PC General & Unrestricted 5000 MENTORKIDS USA 1776 N SCOTTSDALE RD UNIT 1148 SCOTTSDALE AZ 85252 N/A PC Palomino after school program 50000 MITCHELL SWABACK CHARITIES INC 4744 E THUNDERBIRD RD STE 9 PHOENIX AZ 85032 N/A PC General & Unrestricted 1000 ORCHARD AFRICA 1176 E WARNER RD STE 201 STE 2 GILBERT AZ 85296 N/A PC General & Unrestricted 1500 PHOENIX GOSPEL MISSION 1540 W VAN BUREN ST PHOENIX AZ 85007 N/A PC General & Unrestricted 1500 RONALD MCDONALD HOUSE CHARITIES OF CHICAGOLAND AND 1 AIRMAIL RD TRIPP AVE AT AIRMAIL HINES IL 60141 N/A PC General & Unrestricted 2500 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 N/A PC to support: Adopt a shoe box, Give a dairy goat, Give a baby gift, Plant a grove of trees, Baby chicks, Honey bees, Blankets and bedding, Drill a well, Provide hot meals for a child, Give a copy of Gods word, Bring clean water to a community child, Give a copy of Gods word, Bring clean water to a community 2000 ST MARYS FOOD BANK ALLIANCE 2831 N 31ST AVE PHOENIX AZ 85009 N/A PC General & Unrestricted 1000 ST VINCENT DE PAUL ROMAN CATHOLIC PARISH PHOENIX 3140 N 51ST AVE PHOENIX AZ 85031 N/A PC General & Unrestricted 1000 ST ALBERT CATHOLIC HIGH SCHOOL 400 GLEASON AVE COUNCIL BLUFFS IA 51503 N/A PC Wiese Scholarship fund 3000 249625 14 2282 14 255308 18 28328 285918 285918 false false false false false false false false false false ABBVIE INC 8071 17770 AIR PRODS & CHEM INC 24971 29004 ALPHABET INC CL A 24340 37860 ALTRIA GROUP INC 15753 19766 AMERICAN FDS INCOME FD OF AMER 225014 433009 AMGEN INC 7020 10947 APPLE INC 26292 50084 AUTOMATIC DATA PROCESSING INC 22151 29273 BANK OF AMERICA CORP 6141 10284 BERKSHIRE HATHAWAY INC. CLASS 177044 464611 BLACKROCK US OPPTY PORTFOLIO I 150421 153333 CHEVRON CORP 8408 14629 CHUBB LIMITED 27738 27630 CISCO SYSTEMS INC 16420 23680 CLIFFWATER CORPORATE LENDING F 111838 112580 DANAHER CORP 20418 22955 DUKE ENERGY CO 13357 19501 EATON CORP PLC 26746 71684 EXELON CORPORATION 16414 15056 EXXON MOBIL CORP 17317 21514 FIDELITY QUALITY FACTOR ETF 100223 115222 FIRST TR VALUE LN DV 136859 149162 FIRST TRUST MORNINGSTAR DIVIDE 45469 58659 FIRST TRUST NORTH AMERICAN ENE 14599 23030 FIRST TRUST PRIVATE CREDIT FUN 111021 109815 FIRST TRUST RISING DIV ACHEIVE 36690 41457 FT CBOE VEST US EQUITY BUFFER 27861 37379 FT CBOE VEST US EQUITY DEEP BU 80328 103481 FT CBOE VEST US EQUITY DEEP BU 25570 32593 FT CBOE VEST US EQUITY ENH & M 17383 21858 GALLAGHER ARTHUR J & CO 48361 56770 GENUINE PARTS COMPANY 8516 12610 HEALTHPEAK PROPERTIES, INC 8457 6547 INTERNATIONAL BUSINESS MACHINE 44399 65949 ISHARES 0-3 MONTH TREASURY 31779 31701 ISHARES FLOATING RATE NOTE FUN 372881 374426 ISHARES GOLD TR 13644 19804 ISHARES INT RATE HEDGED CORP B 850147 850054 ISHARES RUSSELL 1000 INDEX FD 40724 57667 ISHARES SHORT TERM CORPORATE B 2308 2327 ISHARES TREASURY FLOATING RATE 312677 312258 JOHNSON & JOHNSON 22496 21838 JP MORGAN CHASE 15003 35237 LAMAR ADVERTISING CO CL A REIT 17142 37618 MCDONALD'S CORP 23938 28989 MICROSOFT CORP 21921 42150 MONDELEZ INTERNATIONAL INC 13032 11946 ORACLE CORP 23101 33328 PROCTER GAMBLE CO 17707 16765 REALTY INCOME CORP 13109 15008 SCHLUMBERGER LTD 26598 23004 SCHWAB INTERNATIONAL DIVIDEND 30016 28969 SPDR BARCLAYS CAPITAL 1-3 MONT 99975 100024 SPDR BARCLAYS INVESTMENT GRADE 37865 38013 SPDR SERIES TRUST PORTFOLIO TL 73614 113717 STARBUCKS CORP COM 11462 14509 TEXAS INSTRUMENTS INC 11500 19501 THE COCA-COLA CO 24754 29200 TJX COMPANIES INC 11681 12081 UNITED PARCEL SERVICE 6597 8449 VANGUARD DIVIDEND APPRECIATION 48289 110448 VANGUARD HIGH DIV YIELD 121378 140094 VERIZON COMMUNICATIONS 21959 19355 WALT DISNEY HOLDINGS CO 9069 11135 WASTE MANAGEMENT INC 10153 23609 WELLS FARGO & CO 17993 27042 WISDOMTREE FLOATING RATE TREAS 451028 451572 WISDOMTREE MIDCAP DIVIDEND F 94276 154949 WISDOMTREE SC DIV 42261 63651 WISDOMTREE TRUST WISDOMTREE US 175733 220939 Administrative Fees 23065 23065 State or Local Filing Fees 25 25 OUTSTANDING OPTIONS 12209 25637 Investment Management Services 33411 33411 990-PF Estimated Tax for 2024 1400