2026-06-12T10:16:21-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 934125810 Shiff Family Foundation % Foundation Source SHIF 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 STUART SHIFF PRESIDENT 8008391754 2026-05-20 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 15567932 X 0 X 205627 205627 372121 372121 27763 13001325 27763 605511 605511 0 64990 64990 527 527 4900 30962 30962 101379 65517 30962 796500 796500 897879 65517 827462 -292368 539994 0 15584494 441636 441636 26645 26645 26645 9235916 9227259 4049911 4301649 1538018 1570743 15584494 15292126 15567932 0 0 X 15584494 15292126 15584494 15292126 15584494 15292126 15584494 -292368 15292126 15292126 Publicly-traded Securities 13001325 12973562 27763 27763 27763 7506 7506 7506 4861 0 2645 7506 X 0 0 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 Stuart Z Shiff Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 CRESSET ASSET MANAGEMENT LLC 444 W LAKE STREET STE 4700 CHICAGO IL 60606 Investment Mgmt 64990 12167418 3872752 0 16040170 0 16040170 240603 15799567 789978 789978 7506 7506 782472 782472 782472 827462 0 0 0 0 827462 782472 2023 2022 2021 341720 341720 827462 782472 44990 386710 0 386710 341720 44990 Stuart Z Shiff X CHABAD OF GREATER SOUTH BAY 3070 LOUIS RD PALO ALTO CA 94303 N/A PC For RYL Discretionary Fund-special project 30000 CHABAD OF GREATER SOUTH BAY 3070 LOUIS RD PALO ALTO CA 94303 N/A PC General & Unrestricted 327000 CONGREGATION BETH JACOB AND IRVING LEVIN JEWISH CE 1550 ALAMEDA DE LAS PULGAS REDWOOD CITY CA 94061 N/A PC General & Unrestricted 18000 CONGREGATION CHABAD LOFT 10 EAST 8TH ST NEW YORK NY 10003 N/A PC General & Unrestricted 31000 DISTRIKT 1306 20TH ST SAN FRANCISCO CA 94107 N/A PC General & Unrestricted 10000 EL NIDO FAMILY CENTERS 440 SHATTO PL417 LOS ANGELES CA 90020 N/A PC Charitable Event 5000 KAINOS HOME & TRAINING CENTER FOR THE DEVELOPMENTA 3631 JEFFERSON AVE REDWOOD CITY CA 94062 N/A PC General & Unrestricted 22500 KAINOS HOME & TRAINING CENTER FOR THE DEVELOPMENTA 3631 JEFFERSON AVE REDWOOD CITY CA 94062 N/A PC Charitable Event 30000 MEALS ON WHEELS OF SAN FRANCISCO INC 2142 JERROLD AVE SAN FRANCISCO CA 94124 N/A PC Charitable Event 5000 MIDDLE EAST MEDIA AND RESEARCH INSTITUTE INC PO BOX 27837 WASHINGTON DC 20038 N/A PC General & Unrestricted 22500 PARKER INSTITUTE FOR CANCER IMMUNOTHERAPY 1 LETTERMAN DR STE D3500 SAN FRANCISCO CA 94129 N/A PC General & Unrestricted 100000 SEPHARDI VOICES INC 3273 ALLAMANDA ST MIAMI FL 33133 N/A PC General & Unrestricted 35000 STANFORD UNIVERSITY 485 BROADWAY 4TH FL REDWOOD CITY CA 94063 N/A PC Cutaneous Lymphoma Research fund 40000 STANFORD UNIVERSITY 485 BROADWAY 4TH FL REDWOOD CITY CA 94063 N/A PC Cutaneous Lymphoma Research Led by Dr. Kim 20000 THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND PO BOX 669394 DALLAS TX 75266 N/A PC General & Unrestricted 45000 TIPPING POINT COMMUNITY 220 MONTGOMERY ST STE 850 SAN FRANCISCO CA 94104 N/A PC 2025 Benefit 12500 UNITED STATES OF AMERICA RUGBY FOOTBALL UNION LTD 501 S CHERRY ST STE 100 GLENDALE CO 80246 N/A PC General & Unrestricted 15000 UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION 1995 UNIVERSITY AVE STE 400 BERKELEY CA 94704 N/A PC Basic Needs FUND 25000 UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION 1995 UNIVERSITY AVE STE 400 BERKELEY CA 94704 N/A PC Cal Parents Fund - Big Give 3000 796500 14 205627 14 372121 18 27763 605511 605511 false false false false false false false false false false CAMPBELL SOUP - 5.200% - 03/21 150914 153762 CITIGROUP INC - 2.000% - 09/16 101628 107796 COMCAST NOTE - 4.200% - 02/15/ 115094 119573 DISNEY WALT CO NOTE - 6.200% - 164210 168502 ESTEE LAUDER COS - 6.000% - 05 158822 161868 GOLDMAN SACHS GROUP INC - 6.45 105768 110034 KRAFT HEINZ FOOD - 5.000% - 07 98314 99769 MCDONALDS CORP - 6.300% - 03/0 174621 177356 ORACLE CORP - 5.250% - 02/03/2 152259 150159 SMUCKER JM CO - 6.200% - 11/15 160388 162825 SYSCO - 5.950% - 04/01/2030 156000 159099 AVANTIS EMERGING MKTS EQUITY 68024 81795 AVANTIS INTERNATIONAL EQUITY E 272041 319072 AVANTIS US EQUITY ETF 1091173 1239081 AVANTIS US SMALL CAP VALUE ETF 204055 225988 BRAMSHILL INCOME PERFORMANCE F 211215 210922 DOUBLELINE COMMERCIAL REAL EST 1499981 1493422 FIDELITY WISE ORIGIN BITCOIN F 67933 59078 ISHARES GOLD TR 67919 93021 JPMORGAN HEDGED EQUITY LADDERE 567570 579270 9235916 9227259 Administrative Fees 30741 30741 Postage/Delivery Service 196 196 State or Local Filing Fees 25 25 Investment Management Services 64990 64990 990-PF Estimated Tax for 2025 4800 990-PF Extension for 2024 100