2025-10-30T12:17:30-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 203987768 Charles H Dishman III Family Foundation Inc % Foundation Source CHAR 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Susan Dishman Dougherty President 8008391754 2025-10-23 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 1133222 X 0 X 1981 1981 22306 22306 64119 297015 64119 88406 88406 0 3859 3859 974 63 9471 24 9447 14304 3946 9447 45250 45250 59554 3946 54697 28852 84460 0 28240 47045 47045 65000 90651 91078 499290 545914 878868 187169 126941 116231 779699 810551 1133222 0 0 X 779699 810551 779699 810551 779699 810551 779699 28852 2000 810551 810551 Publicly-traded Securities 297015 232896 64119 64119 64119 1174 1174 1174 600 0 600 1200 X 0 26 26 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 Mary P Dishman Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Joseph A Dougherty Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Susan Dougherty Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 John T Dougherty Jr Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Hope D Paga Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Catharine B Strickler Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 F Hunter Strickler Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 1071113 46719 0 1117832 0 1117832 16767 1101065 55053 55053 1174 1174 53879 2000 55879 55879 54697 0 0 0 0 54697 55879 46714 54697 46714 7983 0 0 47896 0 0 NONE X EL CID HISTORIC NEIGHBORHOOD ASSOCIATION INC PO BOX 414 WEST PALM BCH FL 33402 N/A PC General & Unrestricted 3000 ELK RIVER HELPING HANDS 1000 CLUBHOUSE DR BANNER ELK NC 28604 N/A PC General & Unrestricted 5000 EMERGENCY MEDICAL ASSISTANCE INC PO BOX 33552 PALM BCH GDNS FL 33420 N/A PC General & Unrestricted 5000 FLORIDA ASSOCIATION OF PLANNED PARENTHOOD AFFILIAT 2300 N FLORIDA MANGO ROAD WEST PALM BEACH FL 33409 N/A PC General & Unrestricted 2500 GRANDFATHER MOUNTAIN STEWARDSHIP FOUNDATION INC PO BOX 129 LINVILLE NC 28646 N/A PC General & Unrestricted 2000 HIGH COUNTRY CHARITABLE FOUNDATION INC 610 BANNER ELK HWY BANNER ELK NC 28604 N/A PC General & Unrestricted 15000 J B SPEED ART MUSEUM 2035 S 3RD ST LOUISVILLE KY 40208 N/A PC General & Unrestricted 1000 LOUISVILLE FREE PUBLIC LIBRARY FOUNDATION INC 301 YORK ST LOUISVILLE KY 40203 N/A PC General & Unrestricted 2500 MIAMI UNIVERSITY FOUNDATION INC 725 EAST CHESTNUT ST OXFORD OH 45056 N/A PC General & Unrestricted 1000 NORTON MUSEUM OF ART INC 1450 S DIXIE HWY WEST PALM BCH FL 33401 N/A PC General & Unrestricted 3500 PRESERVATION FOUNDATION OF PALM BEACH INC 311 PERUVIAN AVE PALM BEACH FL 33480 N/A PC General & Unrestricted 2000 SIMPLY FROM THE HEART FOUNDATION 17W729 ROOSEVELT RD STE A OAKBROOK TER IL 60181 N/A PC General & Unrestricted 250 ST XAVIER HIGH SCHOOL 1609 POPLAR LEVEL RD LOUISVILLE KY 40217 N/A PC General & Unrestricted 1500 WEST END PREPARATORY SCHOOL 3628 VIRGINIA AVE LOUISVILLE KY 40211 N/A PC General & Unrestricted 1000 45250 14 1981 14 22306 18 64119 88406 88406 false false false false false false false false false false DEERE JOHN CAPITAL CORP SER G 26268 23543 EMERSON ELECTRIC - 2.200% - 12 24081 21015 HONEYWELL INTL - 2.700% - 08/1 25642 22910 SCHWAB CHARLES CORP NOTE CALL 25639 23919 TEXAS INSTRUMENTS - 1.375% - 0 25311 24844 ABBOTT LABS 4963 12442 ACCENTURE PLC 5397 17590 ADOBE SYSTEMS, INC 6037 6670 ALPHABET INC CL A 9207 37860 AMAZON COM 15027 29837 AMERICAN TOWER REIT INC 3993 6419 AMERICAN WATER WORKS COMPANY I 3824 6225 APPLE INC 895 31303 ASML HOLDING NV NY REG SHS 25599 23565 AVANTIS U.S. SMALL CAP VALUE F 40000 38795 BERKSHIRE HATHAWAY INC. CLASS 8037 13598 BLACKROCK INC 4658 12301 BROADCOM INC 8699 32458 CATERPILLAR INC 4667 12334 CHEVRON CORP 5911 10428 CONSTELLATION BRANDS INC 13570 12155 COSTCO WHOLESALE CORPORATION 4464 17409 ELI LILLY & CO 8102 23932 EMCOR GROUP INC 6533 13617 EQUINIX, INC 11607 14143 EXPEDIA INC 12963 23291 FPA NEW INCOME FUND CLASS A 20091 19927 GQG PARTNERS EMERGING MARKETS 45000 40363 HOME DEPOT INC 3249 11281 ISHARES TRUST MSCI EAFE INDEX 43718 56709 JP MORGAN CHASE 8373 19177 LINDE PLC COM 6316 12560 MARSH AND MCLENNAN COMPANIES I 2845 6372 MICROSOFT CORP 7153 34142 MONDELEZ INTERNATIONAL INC 10316 9437 NEXTERA ENERGY, INC 10877 13478 NVIDIA CORP 10138 17323 OLD DOMINION FREIGHT LINE 9736 8467 ORACLE CORP 16710 25163 PALO ALTO NETWORKS INC 4408 8734 PIMCO INCOME FUND 25000 24788 SCHLUMBERGER LTD 8016 8090 STRYKER CORPORATION 6146 12602 UNITEDHEALTH GROUP INC 16784 17199 VANGUARD MID-CAP ETF 38662 52826 VISA INC 2659 26863 WALT DISNEY HOLDINGS CO 10711 11469 WASTE MANAGEMENT INC 6679 12107 WCM FOCUSED INTL GROWTH FUNDS 19418 25761 ZOETIS INC 8756 7658 90651 91078 Administrative Fees 9422 9422 Bank Charges 24 24 State or Local Filing Fees 25 25 RETURNED GRANT 2000 Investment Management Services 3859 3859 990-PF Estimated Tax for 2024 600 990-PF Excise Tax for 2023 311 Foreign Tax Paid 63 63