2024-06-27T21:18:41-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 742483868 The Stauffer Family Foundation % Foundation Source STAU 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JEFFREY STAUFFER PRESIDENT 8008391754 2024-06-19 true JEFFREY STAUFFER 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 4457852 X 0 X 1042 1042 101679 100799 17442 1673149 17442 120163 119283 0 27285 27285 1900 19691 19691 48876 27285 19691 192800 192800 241676 27285 212491 -121513 91998 121604 93091 93091 713075 869060 786520 2628722 1833835 2649362 361448 907350 928879 3824849 3703336 4457852 0 0 X 3824849 3703336 3824849 3703336 3824849 3703336 3824849 -121513 3703336 3703336 Publicly-traded Securities 1673149 1655707 17442 17442 17442 1279 1279 1279 1635 0 1635 X 0 356 356 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 4238907 116276 0 4355183 0 4355183 65328 4289855 214493 214493 1279 1279 213214 213214 213214 212491 0 0 0 0 212491 213214 9679 2021 2020 2019 212491 9679 202812 0 0 10402 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 BELLA VIAGGIO 720 GLACIER PKWY ALGONQUIN IL 60102 N/A PC General & Unrestricted 4000 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 BRAVE CHURCH 3800 E HAMPDEN AVE ENGLEWOOD CO 80113 N/A PC General & Unrestricted 11700 CAMPUS CRUSADE FOR CHRIST 100 LAKE HART DR 2400 ORLANDO FL 32832 N/A PC General & Unrestricted 27000 COLORADO BAPTIST GENERAL CONVENTION PO BOX 221 HOTCHKISS CO 81419 N/A PC General & Unrestricted 4000 COMPASSION INTERNATIONAL INCORPORATED 12290 VOYAGER PKWY COLORADO SPRINGS CO 80921 N/A PC General & Unrestricted 3000 CRU GLOBAL INC PO BOX 628222 ORLANDO FL 32862 N/A PC General & Unrestricted 18500 DECISION POINT MINISTRIES 16175 WHITTIER BLVD WHITTIER CA 90603 N/A PC General & Unrestricted 2500 EUFAULA HOUSING DEVELOPMENT INC PO BOX 36 EUFAULA AL 36072 N/A PC General & Unrestricted 3700 EXCHANGED LIFE MINISTRIES INC 7350 E PROGRESS PL STE 206 GREENWOOD VLG CO 80111 N/A PC General & Unrestricted 2000 HAVEN MINISTRIES PO BOX 460366 AURORA CO 80046 N/A PC General & Unrestricted 10000 HINES UGANDAN MINISTRIES PO BOX 620727 LITTLETON CO 80162 N/A PC General & Unrestricted 5000 INSIGHT FOR LIVING PO BOX 1050 FRISCO TX 75034 N/A PC General & Unrestricted 1000 INTERNATIONAL AMBASSADORS FOR CHRIST 2580 FOXFIELD RD STE 308 SAINT CHARLES IL 60174 N/A PC General & Unrestricted 2400 JUDICIAL WATCH INC 425 3RD ST SW STE 800 WASHINGTON DC 20024 N/A PC General & Unrestricted 8000 LIFEQUEST CHURCH INC 416 MELODY LN SHELBY NC 28152 N/A PC General & Unrestricted 2500 NEW HARVEST WORSHIP CENTER PO BOX 61 GEORGETOWN GA 39854 N/A PC General & Unrestricted 2500 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 12500 SIM USA INCORPORATED 14830 CHOATE CIR CHARLOTTE NC 28273 N/A PC General & Unrestricted 5100 STEAMBOAT CHRISTIAN CENTER PO BOX 770968 STEAMBOAT SPR CO 80477 N/A PC General & Unrestricted 5000 STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A PC General & Unrestricted 8700 STORYLINE FELLOWSHIP INC 14605 W 64TH AVE ARVADA CO 80004 N/A PC General & Unrestricted 10000 STUDENT IMPACT INTERNATIONAL INC 710 WILLOW GLEN 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 10000 192800 14 1042 14 101679 18 17442 120163 120163 false false false false false false false false false false ADOBE SYSTEMS INC - 3.250% - 0 8210 7861 ALLY FINANCIAL INC - 6.500% - 10000 9074 ALLY FINL INC SER A MTN - 7.25 45000 44623 ALTRIA GROUP - 3.400% - 02/04/ 10417 10926 ALTRIA GROUP - 4.450% - 05/06/ 11146 11784 APPLE INC - 3.250% - 02/23/202 6046 5856 ARES CAPITAL CORP - 2.875% - 0 12634 13302 ARES CAPITAL CORP - 3.200% - 1 7633 8379 ARES CAPITAL CORP - 3.875% - 0 13933 14414 ARES CAPITAL CORP - 7.000% - 0 15022 15437 ATHENE HOLDING - 6.650% - 02/0 15409 15919 AUTOMATIC DATA PROCESSING - 3. 10336 9800 BAT CAPITAL CORP - 4.540% - 08 11232 11554 BLACKSTONE SECD LENDING FD SER 16485 17374 BLUE OWL CAP CORP - 3.400% - 0 13455 13948 BRIGHTHOUSE - 5.625% - 05/15/2 9464 10140 BROOKFIELD FIN LLC NOTE - 4.00 2951 2986 CANADIAN NATL RY CO - 4.500% - 25073 27325 CHEVRON CORP - 2.895% - 03/03/ 4054 3980 CITIZENS FINANCIAL GROUP INC - 16577 17587 CITIZENS FINL - 2.638% - 09/30 21977 23205 COMCAST CORP - 3.150% - 03/01/ 3949 3884 COSTCO - 2.750% - 05/18/2024 22104 21771 DELL INTL LLC/EMC CORP - 8.100 22748 24655 EASTERN GAS - 3.900% - 11/15/2 7208 7398 EQUITABLE HOLDINGS INC - 5.000 8324 9320 FEDERAL HOME LOAN BANKS - 6.00 19949 19944 FS KKR CAPITAL CORP NOTE CALL 12788 13472 FS/KKR ADVISOR - 3.125% - 10/1 16425 17430 GOLDMAN SACHS - 5.625% - 01/03 15000 14893 GOLDMAN SACHS BK USACD - 2.650 20000 19777 HALLIBURTON - 4.750% - 08/01/2 8510 9401 HANOVER INS GROUP INC - 2.500% 7821 8211 HERCULES CAPITAL - 2.625% - 09 12833 13532 HOME DEPOT - 3.000% - 04/01/20 11547 10663 HONEYWELL INTL INC NOTE - 2.50 17405 17140 HUNTINGTON BANCSHARES - 2.625% 4727 4906 INTEL CORP NOTE CALL MAKE WHOL 12523 11812 INTERCONTINENTAL EXCHANGE INC 19265 18687 JOHNSON & JOHNSON - 2.450% - 0 6736 6734 JP MORGAN CHASE - 3.540% - 05/ 20098 19100 KEYBANK NATIONAL - 3.900% - 04 8139 8723 KINDER MORGAIN INC - 5.000% - 33420 35795 KINDER MORGAN ENER PA - 5.000% 16821 18055 LINCOLN NATL CORP - 3.400% - 0 12017 12816 MAIN STR CAP CORP NOTE - 3.000 26237 27483 ORACLE CORP - 2.950% - 05/15/2 8171 7766 OWL ROCK CAPITAL CORP - 4.250% 13904 14497 OWL ROCK TECHNOLOGY - 2.500% - 8442 8734 PACIFICORP - 3.350% - 07/01/20 14376 13622 PEPSICO INC - 3.600% - 03/01/2 13426 12959 REINSURANCE GROUP - 6.000% - 0 9917 10504 RENAISSANCERE HOLDING - 5.750% 47999 50471 REYNOLDS AMERICAN INC - 5.850% 4553 4693 SIXTH STREET SPECIALTY - 6.950 19816 20620 SOUTHERN NATURAL GAS - 8.000% 11422 11705 SUNOCO LOGISTICS - 6.850% - 02 9957 10508 TARGET BOND - 3.500% - 07/01/2 16369 14864 TD BANK - 6.000% - 06/23/2027 14978 14880 TOLEDO HOSPITAL - 5.750% - 11/ 9721 9958 TRITON CONTAINER INTL LTD - 3. 11115 12009 TUFTS MED CTR - 7.000% - 01/01 5229 5295 VISA INC NOTE - 3.150% - 12/14 23190 22446 ZIONS BANCORP - 3.250% - 10/29 11117 12272 ABBOTT LABS 13311 20033 ADVANCED MICRO DEVICES INC 15843 25944 ALPHABET INC CL A 30146 92195 AMAZON COM 17609 54698 APPLE INC 10803 77205 APPLIED MATERIALS INC 6340 25445 BANK OF AMERICA CORP 12002 18114 BOSTON SCIENTIFIC 15059 25610 BROOKFIELD REAL ASSETS INCOME 17330 17294 CHARLES SCHWAB CORP 10341 13760 CHEVRON CORP 19065 25357 CONSTELLATION BRANDS INC 12437 14747 COSTCO WHOLESALE CORPORATION 16659 33664 DANAHER CORP 8119 17582 EAGLE POINT INC - 7.75% - 07/3 24870 24950 ELEVANCE HEALTH INC 14475 21692 FLAHERTY&CRUMRINE CLAYMORE P 27070 27800 FRANKLIN VALUE SMALL CAP VALUE 95890 108847 FSCO 4930 5670 GOLDMAN SACHS INTL SMALL CAP I 100359 114200 HILTON WORLDWIDE HOLDINGS, INC 10903 17116 INNOVATOR EQT DEFINED PRTCN ET 37808 38505 INTERCONTINENTAL EXCHANGE, INC 15345 21962 ISHARE SP SMALL CAP 600 INDEX 79804 108250 ISHARES CORE MSCI EAFE ETF 265567 341830 ISHARES CORE MSCI EMERGING MAR 174747 199538 ISHARES GOLD TR 57305 62058 JP MORGAN CHASE 14511 35041 JPMORGAN EQUITY PREMIUM INCO 103332 104462 LAM RESEARCH CORP 6513 25848 MASTERCARD INC 8945 37106 META PLATFORMS INC 29022 59465 MICROSOFT CORP 26426 119957 PARNASSUS MID CAP FUND 61173 77100 PIMCO CORP INC FUND 24647 24820 PROCTER GAMBLE CO 10378 17145 RIVERNORTH DOUBLELINE STRAT OP 12460 12677 S&P GLOBAL INC COM 16438 24229 SALESFORCE.COM 16593 32366 STARBUCKS CORP COM 16628 20642 TEXAS INSTRUMENTS INC 6868 15171 THERMO FISHER SCIENTIFIC INC 9217 21762 UNITEDHEALTH GROUP INC 11050 34747 VANGUARD MID-CAP ETF 148305 207050 VANGUARD MTRL ETF 12130 18234 VANGUARD SF REIT ETF 64853 71837 VANGUARD WORLD FUND ETF MEGA C 95000 98433 VERALTO CORPORATION 1058 2057 VISA INC 24151 35147 587839 536974 281221 249546 Administrative Fees 19681 19681 State or Local Filing Fees 10 10 Investment Management Services 27285 27285 990-PF Estimated Tax for 2023 1500 990-PF Extension for 2022 400