2025-09-04T15:40:21-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 866320000 The Surplus Line Association of Arizona foundation % Foundation Source SURP 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Edward Dresselhuys Vice President 8008391754 2025-08-27 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 8988671 X 2600000 68326 68326 11005 11005 0 30000 0 300436 300436 2979767 379767 0 4836 42633 450 42183 47469 450 42183 2703000 2703000 2750469 450 2745183 229298 379317 0 2395276 2356061 2356061 5878 302186 276141 255919 6473208 6773644 6376691 9176548 9405846 8988671 0 0 X 9176548 9405846 9176548 9405846 9176548 9405846 9176548 229298 9405846 9405846 Publicly-traded Securities 30000 30000 0 0 5273 5273 5273 2400 0 2900 5300 X 0 27 27 false false false false false false true true true AZ 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 Marc Adler Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Sec, Treas 1.0 0 0 0 Scott Culler Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Edward Dresselhuys Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, VP 1.0 0 0 0 Terri Edwards Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Lanny Hair Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Erick L Johnson CPCU Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Konnie Keaschall-Kiser Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Pres 1.0 0 0 0 James Mann Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Teresa Quale Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 J Scott Wede Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, exec dir 1.0 0 0 0 Michelle Wilkinson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 261387 2163221 6376691 8801299 0 8801299 132019 8669280 433464 433464 5273 5273 428191 428191 428191 2745183 0 0 0 0 2745183 428191 453604 864895 814584 1184131 1225547 4542761 2745183 428191 2316992 6859753 0 453604 6406149 864895 814584 1184131 1225547 2316992 NONE X 100 CLUB OF ARIZONA 333 N 44TH ST STE 100 PHOENIX AZ 85008 N/A PC SES Committee Funding 50000 ABILITY360 INC 5025 EAST WASHINGTON ST PHOENIX AZ 85034 N/A PC General & Unrestricted 5000 ACT ONE 910 E OSBORN RD STE B 1 PHOENIX AZ 85014 N/A PC General & Unrestricted 5000 AID TO WOMEN CENTER 1328 E APACHE BLVD TEMPE AZ 85281 N/A PC General & Unrestricted 10000 ALS ARIZONA 360 E CORONADO RD STE 140 PHOENIX AZ 85004 N/A PC General & Unrestricted 5000 ANDRE HOUSE OF ARIZONA INC PO BOX 2014 PHOENIX AZ 85001 N/A PC General & Unrestricted 200000 ARIZONA ART ALLIANCE 4327 E LEWIS AVE PHOENIX AZ 85008 N/A PC General & Unrestricted 10000 ARIZONA COMMUNITY FOUNDATION 2201 E CAMELBACK RD STE 405B PHOENIX AZ 85016 N/A PC Phoenix Angel of Hope 3000 ARIZONA HUMANE SOCIETY 1521 W DOBBINS RD PHOENIX AZ 85041 N/A PC General & Unrestricted 25000 ARTHRITIS FOUNDATION INC 3028 E WESCOTT DR PHOENIX AZ 85050 N/A PC General & Unrestricted 10000 AUTISM SOCIETY OF GREATER PHOENIX PO BOX 10543 PHOENIX AZ 85064 N/A PC General & Unrestricted 10000 BARROW NEUROLOGICAL FOUNDATION 2910 N 3RD AVE STE 450 PHOENIX AZ 85013 N/A PC General & Unrestricted 15000 BOY SCOUTS OF AMERICA 8840 E CHAPARRAL RD STE 200 SCOTTSDALE AZ 85250 N/A PC General & Unrestricted 15000 CAMELBACK KIWANIS MEMORIAL FUND 1721 E MOHAWK LN PHOENIX AZ 85024 N/A PC General & Unrestricted 10000 COMMUNITY FOOD BANK INC 3003 S COUNTRY CLUB RD TUCSON AZ 85713 N/A PC General & Unrestricted 200000 CYSTIC FIBROSIS FOUNDATION 2777 E CAMELBACK RD STE 330 PHOENIX AZ 85016 N/A PC General & Unrestricted 5000 FREE ARTS FOR ABUSED CHILDREN OF ARIZONA 352 E CAMELBACK RD STE 100 PHOENIX AZ 85012 N/A PC General & Unrestricted 5000 FREED SPIRITS ANIMAL RESCUE 1002 E MADDOCK RD PHOENIX AZ 85086 N/A PC General & Unrestricted 10000 GOMPERS 6601 N 27TH AVE PHOENIX AZ 85017 N/A PC General & Unrestricted 25000 HONORHEALTH FOUNDATION 8125 N HAYDEN RD SCOTTSDALE AZ 85258 N/A PC Desert Mission Food Bank 50000 HONORHEALTH FOUNDATION 8125 N HAYDEN RD SCOTTSDALE AZ 85258 N/A PC Desert Mission 150000 INSURANCE TRAINING AND EDUCATION CENTER INC 333 E FLOWER ST PHOENIX AZ 85012 N/A PC General & Unrestricted 200000 JUVENILE DIABETES FOUNDATION INTERNATIONAL 4343 E CAMELBACK ROAD STE 230 PHOENIX AZ 85018 N/A PC General & Unrestricted 5000 KITCHEN ON THE STREET INC 17423 N LINDGREN AVE SUN CITY AZ 85373 N/A PC General & Unrestricted 175000 MAKE A WISH FOUNDATION OF ARIZONA INC 2901 N 78TH ST SCOTTSDALE AZ 85251 N/A PC General & Unrestricted 15000 MIDWEST FOOD BANK NFP INC 2031 WAREHOUSE RD NORMAL IL 61761 N/A PC General & Unrestricted 150000 MIDWEST FOOD BANK NFP INC 2031 WAREHOUSE RD NORMAL IL 61761 N/A PC Midwest Food Bank, Gilbert Arizona 50000 NEW CITY BARRIO NUEVO PHOENIX 2030 W BASELINE RD NO 182-212 PHOENIX AZ 85041 N/A PC General & Unrestricted 10000 NOT MY KID INC 5310 E SHEA BLVD SCOTTSDALE AZ 85254 N/A PC General & Unrestricted 10000 ORAL EDUCATIONAL OPPORTUNITIES FOR THE HEARING IMP 3426 E SHEA BLVD PHOENIX AZ 85028 N/A PC General & Unrestricted 20000 PAZ DE CRISTO COMMUNITY CENTER PO BOX 40968 MESA AZ 85274 N/A PC General & Unrestricted 200000 PLUS FOUNDATION 5353 WAYZATA BLVD STE 306 MINNEAPOLIS MN 55416 N/A SO I General & Unrestricted 15000 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 N/A PC Tornadoes and flood relief fund 100000 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 N/A PC Charitable Event 100000 SHRINERS HOSPITALS FOR CHILDREN FAIRFAX ROAD AT VIRGINIA ST SALT LAKE CITY UT 84103 N/A PC General & Unrestricted 10000 SOJOURNER CENTER PO BOX 20156 PHOENIX AZ 85036 N/A PC General & Unrestricted 15000 SOUTHWEST HUMAN DEVELOPMENT 2850 N 24TH ST PHOENIX AZ 85008 N/A PC General & Unrestricted 5000 ST MARYS FOOD BANK ALLIANCE 2831 N 31ST AVE PHOENIX AZ 85009 N/A PC General & Unrestricted 200000 THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER PO BOX 4486 HOUSTON TX 77210 N/A GOV General & Unrestricted 10000 THE WSIA EDUCATION FOUNDATION 4131 N MULBERRY DR STE 200 KANSAS CITY MO 64116 N/A PC General & Unrestricted 400000 TRANSPLANT COMMUNITY ALLIANCE INC PO BOX 36122 PHOENIX AZ 85067 N/A PC General & Unrestricted 5000 UNITED SERVICE ORGANIZATIONS INC PO BOX 96860 WASHINGTON DC 20077 N/A PC General & Unrestricted 15000 WASTE NOT INC 1700 N GRANITE REEF RD SCOTTSDALE AZ 85257 N/A PC General & Unrestricted 175000 2703000 14 68326 14 11005 NET ANNUITY INCOME 01 300436 379767 379767 false false false false false false false false false false X X 1 The Surplus Line Association of Ari 14747 N Northsight Blvd STE 111-449 scottsdale AZ 85260 2600000 X CATERPILLAR FINANCIAL SE MTN - 27118 26367 CITIGROUP INC - 5.500% - 09/13 28857 25110 GE CAPITAL CORP - 4.500% - 11/ 27075 24795 GENERAL ELECTRIC CAPITAL CORP 25722 24097 GENERAL ELECTRIC CO - 5.000% - 55230 50011 GOLDMAN SACHS GP INC - 5.950% 32164 30740 GOLDMAN SACHS GROUP INC - 3.50 11770 11268 GOLDMAN SACHS GRP INC MTN BE - 25249 22875 HANCOCK JOHN LIFE INS CO - 5.0 17689 15919 JPMORGAN CHASE & CO - 4.125% - 25267 24737 AUGUSTAR FIN POLICY #2007263 883795 804253 AUGUSTAR FIN POLICY #2011915 422382 376733 COLUMBUS LIFE # CM5108868A 1826596 1824957 NEW YORK LIFE # 52132702 317712 317712 NORTH AMERICAN LIFE 8000460723 741085 658943 PENN MUTUAL #8973759 1230540 1097175 PENN MUTUAL #8973006 187304 186979 PRINCIPAL # 8944779 458329 446642 PRINCIPAL # 8951445 347691 327003 SECURIAN POLICY # A311586 358210 336294 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $2,703,000. This amount represents 25% or more of the Foundation's net assets of $8,944,551 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 42183 42183 Bank Charges 450 450 NET ANNUITY INCOME 300436 300436 990-PF Estimated Tax for 2024 2400 990-PF Excise Tax for 2023 36 990-PF Extension for 2023 2400