2025-09-04T15:40:22-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 822627736 RLB Private Foundation % Foundation Source RLBP 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Tracy Lee President 8008391754 2025-08-13 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 126528 X 0 X 511 511 4331 4331 23687 54334 23687 28529 28529 0 556 556 100 8309 8309 8965 556 8309 40500 40500 49465 556 48809 -20936 27973 0 5876 8756 8756 106610 82794 117772 112486 91550 126528 0 0 X 112486 91550 112486 91550 112486 91550 112486 -20936 91550 91550 Publicly-traded Securities 54334 30647 23687 23687 23687 389 389 389 17 0 400 417 28 28 false false false false false false true 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 David Kim Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas 1.0 0 0 0 Tracy Jae Won Lee Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 139078 12820 0 151898 0 151898 2278 149620 7481 7481 389 389 7092 7092 7092 48809 0 0 0 0 48809 7092 19212 89294 95574 65402 49120 318602 48809 7092 41717 360319 0 19212 341107 89294 95574 65402 49120 41717 David Kim Tracy Jae Won Lee X FRIENDS ACADEMY 270 DUCK POND RD LOCUST VALLEY NY 11560 N/A PC General & Unrestricted 5000 GREEN VALE SCHOOL 250 VALENTINES LN OLD BROOKVILLE NY 11545 N/A PC Charitable Event 5000 HEARTS TO HOMES FURNISHINGS INC 51 LINDBERGH PL YONKERS NY 10707 N/A PC General & Unrestricted 2500 ISLAND HARVEST LTD 126 SPAGNOLI RD MELVILLE NY 11747 N/A PC General & Unrestricted 10000 PHYSICIANS HOME 515 MADISON AVE FL 8 NEW YORK NY 10022 N/A PC General & Unrestricted 10000 ST JOSEPH HOSPITAL 4295 HEMPSTEAD TPKE BETHPAGE NY 11714 N/A PC Charitable Event 3000 TRUSTEES OF DEERFIELD ACADEMY 7 BOYDEN LN DEERFIELD MA 01342 N/A PC General & Unrestricted 5000 40500 14 511 14 4331 18 23687 28529 28529 false false false false false false false false false false AT&T, INC 15654 13867 BOEING CO 13871 8850 COSTCO WHOLESALE CORPORATION 5873 20157 MCDONALD'S CORP 6069 10146 MICROSOFT CORP 3951 18968 SPDR S&P 500 ETF TRUST 5470 5861 THE COCA-COLA CO 12101 13635 VANGUARD VALUE ETF 9388 15068 WELLS FARGO COMPANY PREFERRED 10417 11220 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 $40,500. This amount represents 25% or more of the Foundation's net assets of $158,077 (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 8243 8243 Postage/Delivery Service 41 41 State or Local Filing Fees 25 25 Investment Management Services 556 556 990-PF Extension for 2023 100