2026-04-10T13:52:15-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 742483868 The Stauffer Family Foundation % Foundation Source STAU 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Jeffrey Stauffer President 8008391754 2026-04-06 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 5158612 X 0 X 696 696 136407 135495 159706 1699972 159706 296809 295897 0 28889 28889 3718 21507 21507 54114 28889 21507 190800 190800 244914 28889 212307 51895 267008 0 200116 102355 102355 1075 656050 322857 302678 1929308 2059522 3420693 894007 1247717 1332886 3680556 3732451 5158612 0 0 X 3680556 3732451 3680556 3732451 3680556 3732451 3680556 51895 3732451 3732451 Publicly-traded Securities 1699972 1540266 159706 159706 159706 3711 3711 3711 2400 0 2400 X 0 1311 0 false false false false false false false true true CO 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 Lynne Cranor Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Lori Graber Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Jeffrey Stauffer Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir 1.0 0 0 0 Todd Stauffer Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 4862937 124314 0 4987251 0 4987251 74809 4912442 245622 245622 3711 3711 241911 241911 241911 212307 0 0 0 0 212307 241911 25178 2023 2022 2021 212307 25178 187129 0 0 54782 0 0 Lori Graber X AFRICA NETWORK EVANGELISM TASK INC 1525 US HWY 380 SUITE 500 362 FRISCO TX 75033 N/A PC General & Unrestricted 3700 ALLIANCE DEFENDING FREEDOM 15100 N 90TH ST SCOTTSDALE AZ 85260 N/A PC General & Unrestricted 4000 AVENUES EARLY CHILDHOOD SERVICES INCORPORATED PO BOX 4625 GALLUP NM 87305 N/A PC General & Unrestricted 10000 BIBLE LEAGUE 1 BIBLE LEAGUE PLZ CRETE IL 60417 N/A PC General & Unrestricted 3600 BIBLICA INC 300 GENERAL PALMER DR UNIT 4 PALMER LAKE CO 80133 N/A PC General & Unrestricted 2800 BIG HORN MINISTRIES 9088 COUNTY RD 76 OHIO CITY CO 81237 N/A PC General & Unrestricted 2000 CAMPUS CRUSADE FOR CHRIST PO BOX 628222 ORLANDO FL 32862 N/A PC General & Unrestricted 27000 CAMPUS CRUSADE FOR CHRIST INC PO BOX 628222 ORLANDO FL 32862 N/A PC General & Unrestricted 18500 CHOSEN PEOPLE MINISTRIES INC 241 E 51ST ST NEW YORK NY 10022 N/A PC General & Unrestricted 500 COLORADO BAPTIST GENERAL CONVENTION 10390 BRADFORD RD LITTLETON CO 80127 N/A PC General & Unrestricted 4000 COMPASSION INTERNATIONAL INCORPORATED 12290 VOYAGER PKWY COLORADO SPRINGS CO 80921 N/A PC General & Unrestricted 3000 CURE INTERNATIONAL INC 70 IONIA AVE SW STW 200 GRAND RAPIDS MI 49503 N/A PC General & Unrestricted 4600 DECISION POINT MINISTRIES 16175 WHITTIER BLVD WHITTIER CA 90603 N/A PC General & Unrestricted 5000 EUFAULA HOUSING DEVELOPMENT INC PO BOX 36 EUFAULA AL 36072 N/A PC YouthBuild fund 3700 EXCHANGED LIFE MINISTRIES INC 7350 E PROGRESS PL STE 206 GREENWOOD VLG CO 80111 N/A PC General & Unrestricted 2000 FOCUS ON THE FAMILY 8605 EXPLORER DR COLORADO SPRINGS CO 80920 N/A PC General & Unrestricted 7800 HAVEN MINISTRIES PO BOX 460366 AURORA CO 80046 N/A PC General & Unrestricted 5000 HINES UGANDAN MINISTRIES PO BOX 620727 LITTLETON CO 80162 N/A PC General & Unrestricted 7000 INSIGHT FOR LIVING PO BOX 1050 FRISCO TX 75034 N/A PC General & Unrestricted 1000 INTERNATIONAL AMBASSADORS FOR CHRIST 2400 HAWKS DR UNIT 213 BATAVIA IL 60510 N/A PC General & Unrestricted 2400 JEWS FOR JESUS 60 HAIGHT ST SAN FRANCISCO CA 94102 N/A PC General & Unrestricted 1000 JUDICIAL WATCH INC 425 3RD ST SW STE 800 WASHINGTON DC 20024 N/A PC General & Unrestricted 9000 LIFEQUEST CHURCH INC 416 MELODY LN SHELBY NC 28152 N/A PC General & Unrestricted 2500 LUKE'S WINGS INC 1054 31ST ST NW STE 540 WASHINGTON DC 20007 N/A PC General & Unrestricted 2000 NEW HARVEST WORSHIP CENTER PO BOX 61 GEORGETOWN GA 39854 N/A PC General & Unrestricted 2500 RED ROCKS CHURCH 9136 W BOWLES AVE LITTLETON CO 80123 N/A PC General & Unrestricted 7500 RIVENDELL INSTITUTE INC 291 EDWARDS ST NEW HAVEN CT 06511 N/A PC General & Unrestricted 3600 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 N/A PC General & Unrestricted 14000 SIM USA INCORPORATED 14830 CHOATE CIR CHARLOTTE NC 28273 N/A PC General & Unrestricted 5100 STEAMBOAT CHRISTIAN CENTER 821 DOUGHERTY RD STEAMBOAT SPR CO 80487 N/A PC General & Unrestricted 5000 STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A PC General & Unrestricted 7500 STORYLINE FELLOWSHIP INC 14605 W 64TH AVE ARVADA CO 80004 N/A PC General & Unrestricted 2000 STUDENT IMPACT INTERNATIONAL INC 710 WILLOW GLN ESCONDIDO CA 92025 N/A PC General & Unrestricted 4000 WOUNDED WARRIOR PROJECT LONG TERM SUPPORT TR 4899 BELFORT RD STE 300 JACKSONVILLE FL 32256 N/A SO I General & Unrestricted 7500 190800 14 696 14 136407 18 159706 296809 296809 false false false false false false false false false false ALLY FINANCIAL INC - 6.500% - 10000 10138 ALLY FINL INC SER A MTN - 7.25 44999 45611 ALTRIA GROUP - 3.400% - 02/04/ 10417 11577 ALTRIA GROUP - 4.450% - 05/06/ 11146 12058 APA CORPORATION - 7.375% - 08/ 15710 15898 ARES CAPITAL CORP - 3.200% - 1 7633 8883 ATHENE HOLDING - 6.650% - 02/0 15409 16219 BNK MONTREAL MED - 0% - 3/6/28 1000 1158 BNK MONTREAL MED - 0% -3/29/29 19025 18685 BNK MONTREAL MED - 0% - 6/3/27 1000 1058 BNK MONTREAL MED - 0% - 6/5/28 3000 3421 BNK MONTREAL MED -0%- 8/26/26 35024 36355 BNK MONTREAL MED - 0% - 9/3/30 2000 2021 BANK OF MONTREAL - 0% - 4/5/27 2000 2211 BANK OF MONTREAL - 0% - 5/5/28 2000 2276 BANK OF MONTREAL - 0% -5/21/29 11025 11252 BANK OF MONTREAL - 0% - 8/3/26 2000 2102 BARCLAYS BANK PLC - 0% -3/2/28 2000 1922 BARCLAYS BANK PLC - 0%-6/30/28 3000 2908 BAT CAPITAL CORP - 4.540% - 08 11232 12489 BAT CAPITAL CORP - 7.080% - 08 22742 22746 BBVA GLOBAL SECS B V - 0%-1/31 3000 2897 BBVA GLOBAL SECS B V - 0%-2/1 3000 2920 BBVA GLOBAL SECS B V - 0%-3/1 4000 3898 BBVA GLOBAL SECS B V - 0%-4/8 15025 15768 BBVA GLOBAL SECS B V-0%-10/28 3000 2874 BLUE OWL CR - 6.650% - 03/15/2 20509 20628 BLUE OWL CR INCOME CORP - 7.75 21286 21159 BNP PARIBAS - 0.000% - 02/04/2 2000 2396 BNP PARIBAS - 0.000% - 05/01/2 15025 17571 BNP PARIBAS - 0.000% - 05/08/2 3000 2929 BNP PARIBAS - 0.000% - 07/11/2 2000 2182 BNP PARIBAS - 0.000% - 08/07/2 3000 2873 BNP PARIBAS - 0.000% - 08/20/2 12025 12091 BNP PARIBAS - 0.000% - 09/17/2 4000 3973 BNP PARIBAS - 0.000% - 10/22/2 12025 11975 BNP PARIBAS SA - 0.000% - 01/0 3000 3015 BNP PARIBAS SA - 0.000% - 02/1 2000 2148 BNP PARIBAS SA - 0.000% - 06/3 2000 2191 BNP PARIBAS SA - 0.000% - 11/1 15025 15111 BNP PARIBAS SA - 0.000% - 11/3 25025 33253 BNP PARIBAS SA 29F - 0.000% - 2000 2151 BNP PARIBAS SA 31F - 0.000% - 10000 11030 BNP PARISBAS SA - 0.000% - 05/ 2000 2299 BOFA FIN LLC - 0.000% - 06/28/ 15025 15927 BRIGHTHOUSE FIN INC - 4.700% - 10728 11062 BRIGHTHOUSE FINL - 3.850% - 12 10411 9055 CANADIAN NATL RY CO - 4.500% - 25073 26091 CITIGROUP GLOBAL MA - 0% - 3/4 1000 1093 CITIGROUP GLOBAL MA - 0% - 8/5 2000 2193 CITIGROUP GLBAL MKTS HLDS 1/4 3000 2977 CITIGROUP GLBAL MKTS HLDS 1/14 3000 2990 CITIGROUP GLBAL MKTS HLDS 4/20 15025 15314 CITIGROUP GLBAL MKTS HLDS 7/6 3000 3006 CITIZENS FINL - 2.638% - 09/30 21977 25947 CONSTELLATION ENERGY GENERATI 14288 15092 CONTINENTAL RESOURCES INC - 4. 17020 15964 CREDIT AGRICOLE CORP & INV 10/ 12025 11880 CREDIT AGRICOLE CORP & INV 11/ 3000 3000 CREDIT AGRICOLE CORP & INV 12/ 3000 2993 DELL INTL LLC/EMC CORP - 8.100 22748 24286 EASTERN GAS - 3.900% - 11/15/2 7208 7305 EDISON INTERNTNL - 3.900% - 06 11730 11790 EQUITABLE HOLDINGS INC - 5.000 8324 9001 FS KKR CAPITAL CORP NOTE CALL 12788 14588 FS/KKR ADVISOR - 3.125% - 10/1 16425 18415 GS FIN CORP - 0.000% - 01/10/2 15025 16205 GS FIN CORP - 0.000% - 01/22/2 20025 24608 GS FIN CORP - 0.000% - 04/08/2 20025 21926 GS FIN CORP - 0.000% - 08/02/2 15025 16170 HSBC USA INC - 0.000% - 04/03/ 2000 2344 HSBC USA INC - 0.000% - 08/07/ 10025 10661 JPMC - 5.500% - 07/29/2044 15000 14884 JPMC FINANCIAL CO LLC 3000 2886 JPMC FINANCIAL CO LLC 0% 4/7 10025 12674 JPMC FINANCIAL CO LLC 0% 9/26 8025 8210 JPMORGAN CHASE FINL - 0% - 6/8 9025 10099 JPMORGAN CHASE FINL - 0% -12/8 9025 10089 KINDER MORGAIN INC - 5.000% - 33420 36466 KINDER MORGAN ENER PA - 5.000% 16821 18387 MAIN STR CAP - 6.950% - 03/01/ 25420 26115 MORGAN STANLEY - 5.940% - 02/0 15311 15790 MORGAN STANLEY FI VAR - 0.000% 3000 2881 MORGAN STANLEY FIN - 0% -1/29 2000 2272 MORGAN STANLEY FIN - 0% -2/3 2000 2233 MORGAN STANLEY FIN - 0% -5/4 2000 2235 MORGAN STANLEY FIN - 0% -8/5 2000 2099 MORGAN STANLEY FIN LLC -0% 1/4 3000 2927 MORGAN STANLEY FIN LLC-0% 4/11 3000 3419 MORGAN STANLEY FIN LLC-0% 4/12 28025 33909 MORGAN STANLEY FIN LLC-0% 4/30 3000 3635 MORGAN STANLEY FIN LLC-0% 5/31 3000 3564 MORGAN STANLEY FIN LLC-0% 6/27 3000 3469 MORGAN STANLEY FIN LLC-0% 8/2 20025 23034 MORGAN STANLEY FIN LLC-0% 9/23 35024 41210 MORGAN STANLEY FIN LLC-0% 10/3 3000 2873 MRGAN STANLEY FIN LLC-0% 10/28 15025 18127 MRGAN STANLEY FIN LLC-0% 11/10 2000 1988 MORGAN STANLEY FIN LLC28 - 0.0 2000 2257 MORGAN STANLEY FIN LLC30 - 0.0 30000 33980 NATIONAL BANK OF CANADA - 0.00 3000 3088 NEW MOUNTAIN FIN CORP - 6.880% 20382 20332 NOMURA AMERICA FIN LLC - 0.000 3000 2996 OAKTREE SPECIALTY - 7.100% - 0 20748 20625 REYNOLDS AMERICAN INC - 5.850% 4553 4929 ROYAL BANK CDA - 14.850% - 08/ 3000 2933 SOC GENERAL - 0.000% - 01/31/2 15025 16814 SOC GENERAL - 5.000% - 10/11/2 20000 18592 SOCIETE GENERALE SA - 0.000% - 15025 15152 SOUTHERN NATURAL GAS - 8.000% 11422 11556 SUNOCO LOGISTICS - 6.850% - 02 9957 10735 THE GOLDMAN SACHS - 5.100% - 0 20000 19262 TOLEDO HOSPITAL - 5.750% - 11/ 9721 10148 TRITON CONTAINER INTL LTD - 3. 11115 13633 TUFTS MED CTR - 7.000% - 01/01 5229 5469 UBS AG LONDON - 0.000% - 03/11 10025 9848 UBS AG LONDON BRANCH -0% 7/26 3000 2885 UBS AG LONDON BRANCH -0% 9/28 2000 1918 UBS AG LONDON BRANCH-0% 12/16 3000 2918 UBS AG LONDON BRANCH - 17.150% 3000 3000 ZIONS BANCORP - 3.250% - 10/29 11117 14138 ABBOTT LABS 13311 22803 ADVANCED MICRO DEVICES INC 15843 37692 ALGER AI ENABLERS & ADOPTERS E 24373 25096 ALPHABET INC CL A 30146 206580 AMAZON COM 17609 83095 APPLE INC 10242 103307 APPLIED MATERIALS INC 6340 40347 ASA LTD 34863 47736 BANK OF AMERICA CORP 12002 29590 BLUEROCK PVT REAL ESTATE FUND 7565 7500 BNY MELLON DYNAMIC VALUE ETF 17438 18283 BOSTON SCIENTIFIC 13880 38140 BRISTOL WEST HLDGS 23958 21030 CLOUDFLARE, INC. 9607 9858 COSTCO WHOLESALE CORPORATION 16659 43979 D-WAVE QUANTUM INC 12371 18305 DANAHER CORP 8119 17398 DESTRA MULTI-ALTERNATIVE FD 18000 17940 ELEVANCE HEALTH INC 14475 16125 FIGMA INC 14622 9343 FIRST TRUST INTERMEDIATE DURAT 28270 27960 FLAHERTY CRUMRINE TOTAL 23040 23625 FRANKLIN VALUE SMALL CAP VALUE 64154 76293 FS SPECIALTY LENDING FUND SHAR 13622 14140 FSCO 10080 9450 FT CBOE VEST U.S. EQUITY MODER 10332 12282 FT CBOE VEST US EQUITY BUFFER 13422 15468 FUNDSTRAT GRANNY SHT US LG CP 36845 36917 GOLDMAN SACHS INTL SMALL CAP I 62736 97086 GOLDMAN SCH EQL WGHT US LARGE 41260 42560 GUGGENHEIM STRATEGIC OPP FUND 20040 19320 HILTON WORLDWIDE HOLDINGS, INC 10903 27002 INNOVATOR U.S. EQUITY ACCELERA 18720 20940 INVESCO QQQ TRUST 45562 54674 ISHARE SP SMALL CAP 600 INDEX 63170 89053 ISHARES BARCLAYS SHORT TREASUR 440 441 ISHARES CORE MSCI EAFE ETF 132601 214704 ISHARES CORE MSCI EMERGING MAR 154972 234664 ISHARES GOLD TR 57305 129060 ISHARES ULTRA SHORT TERM BOND 1772 1770 JAPAN SMALLER CAPITALIZATION F 20840 22160 JP MORGAN CHASE 14511 66377 MAINSTAY MACKAY DEFINEDTERM MU 14744 14870 MASTERCARD INC 8945 49667 META PLATFORMS INC 25011 92413 MICROSOFT CORP 26426 154275 NEUBERGER BERMAN NEXT GENERATI 22094 21660 NEW PROVIDENCE ACQUISITION COR 6901 10895 PARNASSUS MID CAP FUND 61173 79387 PIMCO DYNAMIC INCOME FUND 36451 35420 PIMCO ETF TRUST PIMCO MULTISEC 50516 50692 PIMCO HIGH INCOME FUND 29837 29160 RIVERNORTH DOUBLELINE STRAT OP 12460 11865 S&P GLOBAL INC COM 16438 28742 SALESFORCE.COM 16593 32584 SNOWFLAKE INC 15607 16452 SPDR GOLD SHARES 15282 17834 STARBUCKS CORP COM 16628 18105 SWISS HELVETIA FUND 24436 24880 TEXAS INSTRUMENTS INC 6868 15441 THE INNOVATOR S&P 500 POWER BU 58546 66285 THORNBURG INTERNATIONAL EQUITY 50138 53295 VANGUARD MID-CAP ETF 134674 232175 VANGUARD MTRL ETF 12130 19925 VANGUARD SF REIT ETF 64853 71942 VANGUARD SM-CAP ETF 36734 43852 VANGUARD WORLD FUND ETF MEGA C 73889 98812 VERALTO CORPORATION 1058 2495 VISA INC 24151 47346 VISTASHARES ARTIFICIAL INTELLI 16568 18885 ZSCALER INC 14351 11246 66954 66960 255903 235718 Administrative Fees 21482 21482 State or Local Filing Fees 25 25 Investment Management Services 28889 28889 990-PF Estimated Tax for 2025 2400 990-PF Excise Tax for 2024 1318