2024-09-12T15:28:40-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 824300379 Albatross Charitable Foundation % Foundation Source ALBA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 darren youngman treasurer 8008391754 2024-08-29 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-08-08 14:25:15Z X 346707 X 0 X 897 897 9600 9600 -5352 371942 42401 5145 52898 0 152 152 1900 11000 11000 13052 152 11000 215584 215584 228636 152 226584 -223491 52746 140026 35516 35516 400885 281904 311191 540911 317420 346707 0 0 X 540911 317420 540911 317420 540911 317420 540911 -223491 317420 317420 Publicly-traded Securities 371942 329541 42401 42401 42401 733 733 733 734 0 734 X 0 1 1 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 Jennifer L Tegeler Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Troy W Tegeler Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 2.0 0 0 0 Darren Youngman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 5.0 0 0 0 343492 45171 0 388663 0 388663 5830 382833 19142 19142 733 733 18409 18409 18409 226584 0 0 0 0 226584 18409 2021 2020 2019 129014 149926 67989 208345 141132 696406 226584 18409 208175 904581 0 129014 775567 149926 67989 208345 141132 208175 Jennifer L Tegeler Troy W Tegeler X AMERICAN BRAIN TUMOR ASSOCIATION 8550 W BRYN MAWR AVE STE 550 CHICAGO IL 60631 N/A PC General & Unrestricted 1000 AMERICAN CANCER SOCIETY INC PO BOX 6704 HAGERSTOWN MD 21741 N/A PC General & Unrestricted 1000 AMERICAN FRIENDS OF ISRAELI NAVY SEALS INC 138 W 133RD ST NEW YORK NY 10030 N/A PC Charitable Event 1000 AMERICAN NATIONAL RED CROSS 6616 S 900 E SALT LAKE CITY UT 84121 N/A PC General & Unrestricted 1000 APARTMENT LIFE INC 2124 L DON DODSON DR BEDFORD TX 76021 N/A PC ColRich Thrive Fund 5000 BAR ILAN UNIVERSITY IN ISRAEL 160 EAST 56TH ST 5TH FLOOR NEW YORK NY 10022 N/A PC General & Unrestricted 1500 BAY AREA SONICS 364 GREENOAKS DR ATHERTON CA 94027 N/A PC General & Unrestricted 1000 BEIT TSHUVAH 8831 VENICE BLVD LOS ANGELES CA 90034 N/A PC General & Unrestricted 500 BELLAS HOUSE OF HOPE INC 1927 ADAMS AVE STE 200 SAN DIEGO CA 92116 N/A PC Charitable Event 1000 BELLAS HOUSE OF HOPE INC 1927 ADAMS AVE STE 200 SAN DIEGO CA 92116 N/A PC General & Unrestricted 1000 BIDDY MASON CHARITABLE FOUNDATION 2193 W 25TH ST LOS ANGELES CA 90018 N/A PC General & Unrestricted 1000 BIG BROTHERS BIG SISTERS OF THE BAY AREA 1230 PRESERVATION PARK WAY OAKLAND CA 94612 N/A PC General & Unrestricted 500 BIG SHOULDERS FUND 212 W VAN BUREN ST STE 900 CHICAGO IL 60607 N/A PC General & Unrestricted 500 BOYS & GIRLS CLUBS OF GREATER FORT TARRANT COUNTY 3218 E BELKNAP ST FORT WORTH TX 76111 N/A PC General & Unrestricted 3000 BWINDI UGANDA CHILDREN CHARITIES INC 1326 ASHER DR KELLER TX 76248 N/A PC General & Unrestricted 4000 CAMERON KIECKE MEMORIAL FOUNDATION 2800 N LOOP W STE 1100 HOUSTON TX 77092 N/A PC General & Unrestricted 1000 CAMP BIG HEART CIVITAN CLUB INC 202 TAYLOR ST WARNER ROBINS GA 31093 N/A PC General & Unrestricted 500 CARITAS COMMUNITIES INC 25 BRAINTREE HILL OFC PK 206 BRAINTREE MA 02184 N/A PC General & Unrestricted 500 CATHOLIC CHARITIES OF THE DIOCESE OF FRESNO 149 N FULTON ST FRESNO CA 93701 N/A PC General & Unrestricted 1000 CHALLENGED ATHLETES INC 9591 WAPLES ST SAN DIEGO CA 92121 N/A PC Charitable Event 5000 CHILDRENS BUREAU OF SOUTHERN CALIFORNIA 1910 MAGNOLIA AVE LOS ANGELES CA 90007 N/A PC General & Unrestricted 1000 CHILDRENS CANCER ASSOCIATION 1200 NW NAITO PKWY STE 140 PORTLAND OR 97209 N/A PC General & Unrestricted 1000 CHILDRENS HOSPITAL LOS ANGELES 4650 W SUNSET BLVD MS29 LOS ANGELES CA 90027 N/A PC Gofarr charity 1000 CITY HARVEST INC 150 52ND ST BROOKLYN NY 11232 N/A PC General & Unrestricted 500 CITY OF HOPE 1500 E DUARTE RD DUARTE CA 91010 N/A PC General & Unrestricted 3000 COLORADO UPLIFT 400 W 48TH AVE STE 250 DENVER CO 80216 N/A PC General & Unrestricted 500 CRIME SURVIVORS INC PO BOX 54552 IRVINE CA 92619 N/A PC General & Unrestricted 1000 CULINARY ANGELS 4435 FIRST ST 142 LIVERMORE CA 94551 N/A PC General & Unrestricted 1000 ENTERTAINMENT INDUSTRY FOUNDATION 10880 WILSHIRE BLVD STE 1400 LOS ANGELES CA 90024 N/A PC General & Unrestricted 1000 EPILEPSY RESEARCH FOUNDATION 7696 WINDING WAY FAIR OAKS CA 95628 N/A PC General & Unrestricted 500 FAMILY GIVING TREE 606 VALLEY WAY MILPITAS CA 95035 N/A PC General & Unrestricted 250 FAMILY HUMANITARIAN EXPERIENCE 8201 YACHT CLUB DR ROWLETT TX 75089 N/A PC General & Unrestricted 2500 FEEDING AMERICA 161 N CLARK ST SUITE 700 CHICAGO IL 60601 N/A PC General & Unrestricted 500 FIGHTER COUNTRY FOUNDATION INC 500 N ESTRELLA PKWY STE GOODYEAR AZ 85338 N/A PC General & Unrestricted 7500 G1O INC 740 COIBION CT ROSEVILLE CA 95678 N/A PC General & Unrestricted 500 GELT FOUNDATION INC 18751 VENTURA BLVD 2ND FL TARZANA CA 91356 N/A PC General & Unrestricted 1000 GRANT CARDONE FOUNDATION INC 18909 NE 29TH AVE AVENTURA FL 33180 N/A PC General & Unrestricted 500 HABITAT FOR HUMANITY INTERNATIONAL INC 285 PEACHTREE CENTER AVE NE NO 27 ATLANTA GA 30303 N/A PC General & Unrestricted 1000 HARMON RECOVERY FOUNDATION 49500 MARNE CT LA QUINTA CA 92253 N/A PC General & Unrestricted 500 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 574 HILGARD AVE LOS ANGELES CA 90024 N/A PC General & Unrestricted 1000 HOPE AND COMFORT INC 659 HIGHLAND AVE NEEDHAM MA 02494 N/A PC General & Unrestricted 500 HOUSING INDUSTRY FOUNDATION 3460 W BAYSHORE RD STE 101 PALO ALTO CA 94303 N/A PC General & Unrestricted 1000 HUMAN RIGHTS CAMPAIGN FOUNDATION 1640 RHODE ISLAND AVE NW WASHINGTON DC 20036 N/A PC General & Unrestricted 500 INTERNATIONAL CHILDRENS FUND INC PO BOX 798 NEENAH WI 54957 N/A PC General & Unrestricted 1000 IRANIAN AMERICAN WOMEN FOUNDATION 19200 VON KARMAN AVE STE 365 IRVINE CA 92612 N/A PC General & Unrestricted 2000 JACOBS & CUSHMAN SAN DIEGO FOOD BANK 9850 DISTRIBUTION AVE SAN DIEGO CA 92121 N/A PC General & Unrestricted 1000 JEWISH BIG BROTHERS BIG SISTERS ASSOCIATION OF LOS 11150 W OLYMPIC BLVD STE 900 LOS ANGELES CA 90064 N/A PC General & Unrestricted 1000 JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES 6505 WILSHIRE BLVD STE 800 LOS ANGELES CA 90048 N/A PC Charitable Event 5000 JUVENILE DIABETES RESEARCH FOUNDATION 5677 OBERLIN DR STE 110 SAN DIEGO CA 92121 N/A PC General & Unrestricted 500 KENNY VACCARO FOUNDATION INC 4401 ROSELAND AVE APT B DALLAS TX 75204 N/A PC Blessed Hope Project 500 KENNY VACCARO FOUNDATION INC 4401 ROSELAND AVE APT B DALLAS TX 75204 N/A PC Blessed Hope Project 1000 Laguna Hills High 25401 PASEO DE VALENCIA Laguna Hills CA 92653 N/A GOV General & Unrestricted 2000 LOS ANGELES MISSION INC PO BOX 60127 LOS ANGELES CA 90060 N/A PC General & Unrestricted 2000 MARYS KITCHEN PO BOX 4247 ORANGE CA 92863 N/A PC General & Unrestricted 1000 NORTHWESTERN MEMORIAL FOUNDATION 541 N FAIRBANKS COURT STE 800 CHICAGO IL 60611 N/A PC Adrianne Smith Foundation at Northwestern Hospital 1000 NORTHWESTERN MEMORIAL FOUNDATION 541 N FAIRBANKS COURT STE 800 CHICAGO IL 60611 N/A PC Charitable Event 1000 NURTURED BY NATURE 15630 RIM OF THE VLY VALLEY CENTER CA 92082 N/A PC General & Unrestricted 2000 OPERATION HOME INC 3973 RIVERS AVE STE 104 NORTH CHARLESTON SC 29405 N/A PC General & Unrestricted 3000 OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION PO BOX 29017 PORTLAND OR 97296 N/A PC Knight Cancer Institute 2000 PARA LOS NINOS 5000 HOLLYWOOD BLVD LOS ANGELES CA 90027 N/A PC General & Unrestricted 2000 PAWS FOR LIFE K9 RESCUE 100-190 RANCHO RD 365 THOUSAND OAKS CA 91362 N/A PC General & Unrestricted 2000 SAN FRANCISCO FIRST TEE 99 HARDING RD SAN FRANCISCO CA 94132 N/A PC General & Unrestricted 500 SPINA BIFIDA ASSOCIATION OF AMERICA 1600 WILSON BLVD STE 800 ARLINGTON VA 22209 N/A PC Charitable Event 250 ST JAMES INN PO BOX 64494 LOS ANGELES CA 90064 N/A PC General & Unrestricted 500 ST JUDE CHILDRENS RESEARCH HOSPITAL INC 501 ST JUDE PL MEMPHIS TN 38105 N/A PC General & Unrestricted 1250 SUNFLOWER HILL PO BOX 11436 PLEASANTON CA 94588 N/A PC General & Unrestricted 1000 SURFRIDER FOUNDATION PO BOX 73550 SAN CLEMENTE CA 92673 N/A PC General & Unrestricted 2000 THE ARC LOS ANGELES AND ORANGE COUNTIES 12049 WOODRUFF AVE DOWNEY CA 90241 N/A PC General & Unrestricted 1000 THE CHRYSALIS CENTER 522 S MAIN ST LOS ANGELES CA 90013 N/A PC Charitable Event 5000 THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC 383 MAIN AVE 5TH FL NORWALK CT 06851 N/A PC General & Unrestricted 500 THE PARENT PROJECT FOR MUSCULAR DYSTROPHY RESEARCH 1012 14TH NW STE 500 WASHINGTON DC 20005 N/A PC General & Unrestricted 1000 THE TREVOR PROJECT INC PO BOX 69232 WEST HOLLYWOOD CA 90069 N/A PC General & Unrestricted 250 THE V FOUNDATION 14600 WESTON PKWY CARY NC 27513 N/A PC General & Unrestricted 1000 TRANSLATIONAL PULMONARY AND IMMUNOLOGY RESEARCH CE 701 EAST 28TH ST SUITE 419 LONG BEACH CA 90806 N/A PC General & Unrestricted 250 ULTIMATE HAWAIIAN TRAIL RUN FOUNDATION INC PO BOX 785 LAWAI HI 96765 N/A PC Keala Foundation in Kauai, Hawaii 1000 UNITED HEALING CENTER 13662 99TH AVE NE KIRKLAND WA 98034 N/A PC General & Unrestricted 2000 UNITED STATES FUND FOR UNICEF 125 MAIDEN LN 10TH FLR NEW YORK NY 10038 N/A PC General & Unrestricted 500 UNIVERSITY OF MARY HARDIN-BAYLOR 900 COLLEGE ST BOX 8003 BELTON TX 76513 N/A PC General & Unrestricted 100000 UNIVERSITY OF SOUTHERN CALIFORNIA 1150 S OLIVE ST 25TH FL LOS ANGELES CA 90015 N/A PC Neighborhood Academic Initiative at USC Scholarship Fund 3000 UNIVERSITY OF SOUTHERN CALIFORNIA 1150 S OLIVE ST 25TH FL LOS ANGELES CA 90015 N/A PC Charitable Event 3834 VETERANS OUTREACH CENTER INC 447 S AVE ROCHESTER NY 14620 N/A PC General & Unrestricted 1000 VOICES FOR CHILDREN 2851 MEADOW LARK DR SAN DIEGO CA 92123 N/A PC General & Unrestricted 1000 215584 14 897 14 9600 18 -5352 5145 5145 false false false false false false false false false false CHEVRON CORP 17762 14916 ISHARES BARCLAYS 10-20 YEAR TR 9310 9202 ISHARES BARCLAYS US AGGREGATE 7526 7543 ISHARES CORE MSCI EMERGING MAR 3667 3794 JPMORGAN ACTIVE GROWTH ETF 15814 21382 JPMORGAN ACTIVEBLD EMRG MRKT E 18413 18560 JPMORGAN BETA BUILDERS U.S. MI 3042 3219 JPMORGAN BETABUILDERS INTERNAT 42657 49244 JPMORGAN BETABUILDERS U.S. SMA 3173 3320 JPMORGAN BETABUILDERS US EQY E 64975 78073 JPMORGAN BETABUILDERS USD HIGH 11556 11938 JPMORGAN CORE PLUS BOND ETF 19400 19493 JPMORGAN EQUITY PREMIUM INCO 5742 5883 JPMORGAN INCOME ETF 11637 11995 JPMORGAN US QUALITY FACTOR ETF 17005 18953 SUN MICROSYSTEMS, INC. 19216 21358 VANGUARD DIVIDEND APPRECIATION 5488 6134 VANGUARD INTL HIGH DIV YIELD E 5521 6184 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, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $215,584. This amount represents 25% or more of the Foundation's net assets of $528,393 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. 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 10975 10975 State or Local Filing Fees 25 25 Investment Management Services 152 152 990-PF Estimated Tax for 2023 600 990-PF Extension for 2022 1300