2025-10-09T16:06:52-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 844255782 Ben and Sheila Plotkin Family Foundation % Foundation Source BENA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Ben Plotkin President 8008391754 2025-10-02 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 2565035 X 97974 12763 12763 48369 48369 127257 1791529 216055 2469 2459 288832 279646 0 11289 11289 9077 77 16435 2584 13841 36801 13950 13841 150000 150000 186801 13950 163841 102031 265696 0 428447 169072 169072 1547579 1950590 2162414 238493 198080 233549 2214519 2317742 2565035 5619 6811 5619 6811 X 2208900 2310931 2208900 2310931 2214519 2317742 2208900 102031 2310931 2310931 Publicly-traded Securities 1791529 1573583 217946 217946 Passthrough K1 Capital Gain/(Loss) -1891 216055 3693 3693 3693 6400 0 6400 X 1 2706 2706 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 Ben Plotkin Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 Sheila Plotkin Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 2080551 288811 189796 2559158 0 2559158 38387 2520771 126039 126039 3693 3693 122346 122346 122346 163841 0 0 0 0 163841 122346 36976 38298 135073 210347 163841 122346 41495 251842 0 251842 36976 38298 135073 41495 Ben Plotkin Sheila Plotkin X AMERICAN FRIENDS OF OGEN INC 2330 MILTON RD UNIVERSITY HT OH 44118 N/A PC The Leo and Vera Plotkin fund to help families of reservists 50000 AMERICAN JEWISH COMMITTEE 165 E 56TH ST 6TH FL NEW YORK NY 10022 N/A PC General & Unrestricted 75000 VANGUARD CHARITABLE ENDOWMENT PROGRAM 2670 WARWICK AVE WARWICK RI 02889 N/A PC Ben and Sheila Plotkin Charitable Fund 25000 150000 14 12763 14 48369 525990 93 18 127164 K-1 Inc/Loss 525990 10 14 2459 103 190755 190858 false false false false false false false false false false X X 1 Plotkin Ben 225 Regatta Drive Jupiter FL 33477 97974 X 1 ARES MANAGEMENT CORPORATION ARES, 680 sh. 97974 2024-08-21 FORMS 8865 FORMS 8865 THE FOUNDATION HAS PREPARED THIS FORM TO THE BEST OF ITS ABILITY BASED ON THE LIMITED INFORMATION PROVIDED TO IT BY THE INVESTMENT ON WHICH THE FOUNDATION IS REPORTING AND ON THE BASIS OF HAVING RECEIVED NO INFORMATION TO THE CONTRARY. ANY MISSING OR INCOMPLETE INFORMATION IS DUE TO THE FOUNDATION'S INABILITY TO OBTAIN SUCH INFORMATION AND IS NOT A WILLFUL ATTEMPT TO WITHHOLD SUCH INFORMATION. PART I LINE 6A (990-PF) PART I LINE 6A (990-PF) PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $127,164 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $93 TOTAL PART I, LINE 6A: $127,257 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $1,791,529 BOOK BASIS: $1,662,474 NET GAIN/(LOSS): $129,055 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $(1,891) ABBOTT LABS 11255 11311 ADOBE SYSTEMS, INC 25658 30683 ADVANCED MICRO DEVICES INC 15428 12079 ALPHABET INC CL A 25628 42782 ALPHABET INC CL C 16340 19044 AMDOCS LIMITED 17057 20859 AMGEN INC 26652 31016 ARISTA NETWORKS 10823 11053 BANK OF AMERICA CORP 8948 8790 CANADIAN NATL RAILWAY CO 22521 20911 CHARLES SCHWAB CORP 6387 7401 CISCO SYSTEMS INC 30017 39013 CITIGROUP INC 6146 7039 COGNIZANT TECHNOLOGY SOLUTIONS 22578 21917 CVS CAREMARK CORP 6075 4489 DELTA AIR LINES INC 6427 6050 DU PONT DE NEMOURS 7843 7625 EBAY INC 9204 10965 EFT MANAGERS TR PUREFUNDS ISE 11281 13110 EXXON MOBIL CORP 11791 10757 FRANKLIN FTSE JAPAN ETF 12746 12331 GILEAD SCIENCES INC 8305 9237 GLOBAL X URANIUM 41003 40920 HENRY JACK & ASSOC INC 11393 12797 HONEYWELL INTL 21954 23944 HORMEL FOODS CP 27947 19355 HUNT J B 25977 32255 INVESCO ETF TR SP MIDCAP QUALI 143874 168481 INVESCO S&P SMALLCAP QUALITY E 60758 60645 ISHARES BARCLAYS 3-7 YEAR TREA 26162 25768 ISHARES IBONDS DEC 2024 TERM 122806 122816 ISHARES SHORT TERM CORPORATE B 47693 48133 ISHARES US AEROSPACE AND DEFEN 9163 11628 LABCORP HLDGS INC (LABORATORY 11144 33251 LINCOLN ELECTRIC HOLDING INC 27792 23059 MEDTRONIC PLC 8471 7988 MERCK & CO INC 12850 9948 MICRON TECHNOLOGY 12807 8416 MICROSOFT CORP 17306 33720 MONDELEZ INTERNATIONAL INC 7462 5973 MORGAN STANLEY 12736 12572 NVIDIA CORP 14376 13429 O'REILLY AUTOMOTIVE INC 35654 36760 ORACLE CORP 27748 46326 PACKAGING CORP AMER 26801 31293 PAYPAL HOLDINGS, INC 8342 8535 PEPSICO INC 32909 34214 PIMCO 25+ YR ZERO CPN U.S. TRS 49743 45701 QUALCOMM INC 15920 15362 SCHLUMBERGER LTD 4357 3834 SELECT SECTOR SPDR ENERGY FUND 14364 14220 SNAP ON INC 11359 23085 SOUTHERN CO 8725 8232 SPDR DJ MID CAP GRWT 136652 141630 SPDR DJ SMALLCAP GRW 54217 61348 SPDR PORTFOLIO DEVELOPED WORLD 74031 71400 SPDR PORTFOLIO HIGH YIELD BND 37120 36918 SPDR PORTFOLIO MORTGAGE BACKED 111964 109625 SPDR S&P 400 MID CAP VALUE ETF 42521 49804 SPDR S&P 500 GROWTH 37032 47818 SPDR S&P 500 VALUE 31960 37230 STARBUCKS CORP COM 9757 9125 THE COCA-COLA CO 6133 6226 THE HERSHEY COMPANY 27272 28112 TJX COMPANIES INC 35780 55573 VERIZON COMMUNICATIONS 3794 3999 WAL-MART STORES INC 37633 61890 WALT DISNEY HOLDINGS CO 11305 11135 WESTERN DIGITAL CORP 6986 5963 WORLD GOLD TRUST SPDR GOLD MIN 67727 83496 ENDEAVOUR REGIONAL BANK OPPORT 102821 127435 ISRAEL RESILIENCE FUND LP 95259 106114 Administrative Fees 13816 13816 Bank Charges 3 3 K-1 Exp ENDEAVOUR REGIONAL BAN 1385 1375 K-1 Exp ISRAEL RESILIENCE FUND 1206 1206 State or Local Filing Fees 25 25 K-1 Inc/Loss ENDEAVOUR REGIONAL BANK OPPORTUNITY 1390 1380 K-1 Inc/Loss ISRAEL RESILIENCE FUND LP 1079 1079 OUTSTANDING OPTIONS 6811 Investment Management Services 11289 11289 990-PF Estimated Tax for 2024 6200 990-PF Extension for 2023 2800 Foreign Tax Paid 77 77