2025-12-01T18:37:18-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 823760768 Swinney Family Foundation % Foundation Source SWIN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Linda Swinney President 8008391754 2025-11-29 true true Jeffrey D Haskell P01345770 8008391754 2023 2025-03-06 01:10:19Z X 2131315 X 0 X 6820 6820 16506 16506 -97026 786748 47943 -48595 -28838 -122295 42431 0 4775 4775 986 486 25328 14966 9573 31089 20227 9573 70000 70000 101089 20227 79573 -223384 22204 65466 115540 115540 100000 0 100000 100000 882294 68877 83446 200000 200000 728267 968226 1632329 1676027 1452643 2131315 0 0 X 1676027 1452643 1676027 1452643 1676027 1452643 1676027 -223384 1452643 1452643 Publicly-traded Securities 786748 669163 117585 117585 Passthrough K1 Capital Gain/(Loss) -69642 47943 309 309 309 1900 0 400 2300 1991 1991 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 Linda Swinney Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 Steve Swinney Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 494955 168420 1311140 1974515 0 1974515 29618 1944897 97245 97245 309 309 96936 96936 96936 79573 0 0 0 0 79573 96936 75255 79573 75255 4318 0 0 92618 0 0 Linda Swinney Steve Swinney X ABILENE CHRISTIAN UNIVERSITY ACU BOX 29132 ABILENE TX 79699 N/A PC College of Business Administration fund 50000 SAVE THE STORKS 4050 LEE VANCE VIEW DR 300 COLORADO SPRINGS CO 80918 N/A PC Tournament Sponsor fund 20000 70000 14 6820 14 16506 18 -97026 K-1 Inc/Loss 525990 -21937 14 -26658 -21937 -100358 -122295 false false false false false false false false false false Form 8865 Form 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. Form 8858 Form 8858 The Foundation has prepared this form to the best of its ability based on the information provided to it by the foreign disregarded entity on which the Foundation is reporting. 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. C3 NANO INCORPORATED - 10.000% 200000 200000 FIRST FINANCIAL BANKSHARES, IN 68877 83446 ALDUS LIMITED PARTNERSHIP 102969 185133 AMERICAN RIVERS FUND 196354 210227 BRUSH CREEK PARTNERS, LP 121979 60600 COURT SQ CPTL PTNS (EXECUTIVE) 104602 100000 VISIONARY PRIVATE EQUITY GROUP 110989 194625 WHITESTONE GEORGE DEVELOPMENT 150000 581744 WHITESTONE REAL ESTATE FD III, 181333 300000 Administrative Fees 9548 9548 Bank Charges 67 67 K-1 Exp ALDUS LIMITED PARTNERS 12789 12675 K-1 Exp AMERICAN RIVERS FUND 524 35 K-1 Exp BRUSH CREEK PARTNERS, 587 506 K-1 Exp COURT SQ CPTL PTNS (EX 1073 979 K-1 Exp VISIONARY PRIVATE EQUI 704 704 K-1 Exp WHITESTONE REAL ESTATE 11 State or Local Filing Fees 25 25 K-1 Inc/Loss ALDUS LIMITED PARTNERSHIP 18952 29389 K-1 Inc/Loss AMERICAN RIVERS FUND -8907 39 K-1 Inc/Loss BRUSH CREEK PARTNERS, LP -9312 -9312 K-1 Inc/Loss COURT SQ CPTL PTNS (EXECUTIVE) IV, L 985 1359 K-1 Inc/Loss VISIONARY PRIVATE EQUITY GROUP I, LP 225 225 K-1 Inc/Loss WHITESTONE REAL ESTATE FD III, LP -50538 -50538 PATHWAY HEALTHCARE LLC 100000 100000 2023-09 2024-02 PRIN & INT DUE 5 DAYS FROM MATURITY 12. NONE OPERATING CAPITAL CASH, $100,000 0 Investment Management Services 4775 4775 990-PF Estimated Tax for 2023 500 Foreign Tax Paid 486 486