2025-10-09T16:06:51-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 463694549 The Swoboda Family Foundation % Foundation Source SWOB 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Karen Swoboda President 8008391754 2025-10-03 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 4373334 X 0 X 5356 5356 169737 169737 310475 1398635 310475 485568 485568 0 17534 17534 2200 22367 22367 42101 17534 22367 650000 650000 692101 17534 672367 -206533 468034 0 271174 239908 239908 1011 651943 727938 730544 3749458 3499207 3402882 4673586 4467053 4373334 0 0 X 4673586 4467053 4673586 4467053 4673586 4467053 4673586 -206533 4467053 4467053 Publicly-traded Securities 1398635 1088160 310475 310475 310475 6506 6506 6506 2059 0 4600 6659 X 0 153 153 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 Charles M Swoboda Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP, Dir 1.0 0 0 0 Karen A Swoboda Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec, Treas 1.0 0 0 0 4284168 133635 0 4417803 0 4417803 66267 4351536 217577 217577 6506 6506 211071 211071 211071 672367 0 0 0 0 672367 211071 236393 358726 312435 359026 1266580 672367 211071 461296 1727876 0 236393 1491483 358726 312435 359026 461296 Charles M Swoboda Karen A Swoboda X BE THE DIFFERENCE NIL INC 3808 W STONEFIELD RD MEQUON WI 53092 N/A PC General & Unrestricted 150000 CATHOLIC CHARITIES OF THE DIOCESE OF RALEIGH INC 7200 STONEHENGE DR RALEIGH NC 27613 N/A PC Nourishing Our Neighbors Campaign 50000 CRISTO REY RESEARCH TRIANGLE HIGH SCHOOL INC 334 BLACKWELL ST G100 DURHAM NC 27701 N/A PC General & Unrestricted 350000 MARQUETTE UNIVERSITY 1250 W WISCONSIN AVE PO BOX 1881 MILWAUKEE WI 53201 N/A PC Men's Basketball Excellence Fund 100000 650000 14 5356 14 169737 18 310475 485568 485568 false false false false false false false false false false AB SELECT US EQUITY PORTFOLIO 174252 228828 ALPHA CENTRIC INCOME OPPORTUNI 253499 152368 ANGEL OAK FINANCIAL STRATEGIES 139838 105537 BNY MELLON DYNAMIC VALUE FUND 174685 189244 BROOKFIELD REAL ASSETS INCOME 99708 53826 CBRE CLARION GLOBAL REAL ESTAT 191686 128946 COLUMBIA SELECT LARGE CAP GROW 284334 201473 CULLEN HIGH DIVIDEND EQ FD I 275477 227365 DAVIS NEW YORK VENTURE INSTL C 211955 183115 DOUBLELINE YIELD OPPORTUNITIES 99948 113026 FIRST EAGLE US VALUE FUND I 94157 104843 JPMORGAN EQUITY INCOME FUND SE 160471 183152 LORD ABBETT CREDIT OPPORTUNITI 101183 100422 MFS INTERNATIONAL DIVERSIFICAT 63305 77387 NUVEEN SANTA BARBARA DIVIDEND 206531 227127 OPPENHEIMER GLOBAL VALUE FUND 148562 217071 SMEAD VALUE FUND CLASS I1 85663 141629 TORTOISE MLP ENERGY INCOME FUN 190592 213765 VANGUARD VALUE ETF 109213 115971 VIRTUS KAR MID CAP CORE FUND I 130006 129259 WISDOMTREE TRUST WISDOMTREE US 108755 117349 YACKTMAN FOCUSED FUND INST CL 195387 191179 727938 730544 Administrative Fees 22342 22342 State or Local Filing Fees 25 25 Investment Management Services 17534 17534 990-PF Estimated Tax for 2024 2000 990-PF Extension for 2023 200