2024-06-13T21:23:18-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 831462984 David Wallace Smith and Joan Stowell Smith Charitable Foundation % Foundation Source DAVI 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 BRUCE SMITH PRESIDENT 8008391754 2024-06-10 true BRUCE SMITH 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 2834721 X 0 X 827 827 52098 52098 74448 458918 225139 127373 278064 0 14828 14828 3785 185 15609 15609 34222 15013 15609 129000 129000 163222 15013 144609 -35849 263051 9926 25824 25824 2201829 2150082 2808897 2211755 2175906 2834721 0 0 X 2211755 2175906 2211755 2175906 2211755 2175906 2211755 -35849 2175906 2175906 Publicly-traded Securities 458918 233779 225139 225139 225139 3656 3656 3656 3040 0 700 3740 X 0 84 84 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 Bruce Wyniard Smith Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 2.0 0 0 0 David S Smith Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP, Sec 1.0 0 0 0 Leslie W Smith Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 2674194 20434 0 2694628 0 2694628 40419 2654209 132710 132710 3656 3656 129054 129054 129054 144609 0 0 0 0 144609 129054 57864 2021 2020 2019 144609 57864 86745 0 0 42309 0 0 NONE X AMERICAN HEART ASSOCIATION 11207 BLUE HERON BLVD N ST PETERSBURG FL 33716 N/A PC General & Unrestricted 3750 APPALACHIAN TRAIL CONSERVANCY PO BOX 807 HARPERS FERRY WV 25425 N/A PC General & Unrestricted 1000 BANTAM CINEMA & ARTS CENTER INC PO BOX 262 LITCHFIELD CT 06759 N/A PC General & Unrestricted 1000 BENEDICTINE CONGREGATION REGINA LAUDIS OF THE STRI 273 FLANDERS RD BETHLEHEM CT 06751 N/A PC Sheepfold Renovation Fund 5000 BETHLEHEM AMBULANCE ASSOCIATION INC PO BOX 401 BETHLEHEM CT 06751 N/A PC General & Unrestricted 1000 BRYSON CITY FOOD PANTRY INC PO BOX 1661 BRYSON CITY NC 28713 N/A PC General & Unrestricted 2500 CARING FOR BETHLEHEM INC PO BOX 5 BETHLEHEM CT 06751 N/A PC General & Unrestricted 1000 CENTER FOR FURNITURE CRAFTSMANSHIP 25 MILL ST ROCKPORT ME 04856 N/A PC 9 month comprehensive program scholarship fund 15000 CENTER FOR REPRODUCTIVE RIGHTS INC 199 WATER ST FL 22 NEW YORK NY 10038 N/A PC General & Unrestricted 1000 CHARLESTON LIBRARY SOCIETY 164 KING ST CHARLESTON SC 29401 N/A PC General & Unrestricted 2000 CHARLESTON SYMPHONY ORCHESTRA PO BOX 30818 CHARLESTON SC 29417 N/A PC General & Unrestricted 1000 COMPASSION WITHOUT BORDERS 1130 BUTLER AVE SANTA ROSA CA 95407 N/A PC General & Unrestricted 500 FONTANA REGIONAL LIBRARY 33 FRYEMONT RD BRYSON CITY NC 28713 N/A PC General & Unrestricted 1000 GREENWOODS COUNSELING REFERRALS INC PO BOX 1549 LITCHFIELD CT 06759 N/A PC The Jane L. 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CLASS 27798 35666 BROOKFIELD ASSET MANAGEMENT LT 22618 27597 CHARLES SCHWAB CORP 16179 17200 CHEVRON CORP 41550 59664 COMCAST CORP 31019 43850 COSTCO WHOLESALE CORPORATION 31953 59407 CVS CAREMARK CORP 42021 52429 DUKE ENERGY CO 30864 29112 ECOLAB INC 33484 36893 ELI LILLY & CO 48962 116584 EOG RESOURCES INC 40199 43421 GOLDMAN SACHS GROUP 35348 38577 HALLIBURTON COMPANY 25074 25305 HOME DEPOT INC 99897 155948 HONEYWELL INTL 72969 104855 HUNT J B 84903 159792 ISHARE SP SMALL CAP 600 INDEX 19038 21650 ISHARES EDGE MSCI INTL QUALITY 67085 65730 ISHARES MSCI EMERGING MARKETS 36365 38787 ISHARES TR S & P MIDCAP 400 IN 19468 22172 ISHARES TRUST 0-5 YR INVT GRAD 58628 55596 JP MORGAN CHASE 38187 42525 JP MORGAN ULTRA SHORT INCOME E 58840 58267 KYNDRYL HOLDINGS INC 2149 1662 LOCKHEED MARTIN CORP 56805 67986 MICROSOFT CORP 84505 112812 NEXTERA ENERGY, INC 24823 21563 NIKE INC-CL B 38540 34525 PEPSICO INC 46607 50952 PROCTER GAMBLE CO 40730 36635 REALTY INCOME CORP 24000 20097 S&P GLOBAL INC COM 134371 198234 STRYKER CORPORATION 69972 110201 THE BLACKSTONE GROUP INC CL A 28598 32730 THE COCA-COLA CO 39808 38305 THE HERSHEY COMPANY 34942 25169 UNITEDHEALTH GROUP INC 46848 52647 VERIZON COMMUNICATIONS 29499 21451 VISA INC 22841 26035 W. P. CAREY INC 22252 19443 WAL-MART STORES INC 45096 47295 Administrative Fees 15584 15584 State or Local Filing Fees 25 25 Investment Management Services 14828 14828 990-PF Estimated Tax for 2023 3000 990-PF Extension for 2022 600 Foreign Tax Paid 185 185