2024-09-12T09:08:16-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 471555636 Tatar Family Foundation % Foundation Source TATA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 philip tatar president 8008391754 2024-09-03 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-08-08 14:25:15Z X 4632445 X 788801 3079 3079 217939 217939 -123253 1367844 0 886566 221018 0 18970 18970 1500 22563 22563 43033 18970 22563 137000 137000 180033 18970 159563 706533 202048 244249 547535 547535 3593080 3996327 4084910 3837329 4543862 4632445 0 0 X 3837329 4543862 3837329 4543862 3837329 4543862 3837329 706533 4543862 4543862 Publicly-traded Securities 1367844 1491097 -123253 -123253 -123253 2808 2808 2808 1700 0 1200 2900 X 0 92 92 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 Anna Bise Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Joseph Tatar Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Page Tatar Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Philip Tatar Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec, Treas 1.0 0 0 0 3668661 158366 0 3827027 0 3827027 57405 3769622 188481 188481 2808 2808 185673 185673 185673 159563 0 0 0 0 159563 185673 157921 2021 2020 2019 159563 157921 1642 0 0 184031 0 0 Page Tatar Philip Tatar X ALAQUA ANIMAL REFUGE INC 155 DUGAS WAY FREEPORT FL 32439 N/A PC General & Unrestricted 5000 AMERICAN INSTITUTE FOR AVALANCHE RESEARCH AND EDUC PO BOX 2586 TELLURIDE CO 81435 N/A PC General & Unrestricted 5000 AMERICAN NATIONAL RED CROSS 751 RIVERSIDE AVE JACKSONVILLE FL 32204 N/A PC General & Unrestricted 10000 ANIMAL FRIENDS ALLIANCE 2321 E MULBERRY ST UNIT 1 FORT COLLINS CO 80524 N/A PC General & Unrestricted 2500 BOOKTRAILS INC 68 9TH ST STEAMBOAT SPR CO 80487 N/A PC General & Unrestricted 1000 CARING & SHARING OF SOUTH WALTON COUNTY 112 LYNN DR SANTA RSA BCH FL 32459 N/A PC General & Unrestricted 4500 COLORADO ANIMAL RESCUE EXPRESS 5276 S HANOVER WAY ENGLEWOOD CO 80111 N/A PC General & Unrestricted 2500 COLORADO VETERANS OF FOREIGN WARS FOUNDATION 1400 CARR ST LAKEWOOD CO 80214 N/A PC General & Unrestricted 5000 DESTIN CHARITY WINE AUCTION FOUNDATION INC 195 GRAND BLVD STE 200 MIRAMAR BEACH FL 32550 N/A PC General & Unrestricted 2000 FEEDING THE GULF COAST 5248 MOBILE S ST THEODORE AL 36582 N/A PC General & Unrestricted 2000 FLORIDA STATE PARKS FOUNDATION INC 1700 N MONROE ST TALLAHASSEE FL 32303 N/A PC General & Unrestricted 2000 FLORIDA STATE UNIVERSITY FOUNDATION INC 325 W COLLEGE AVE TALLAHASSEE FL 32301 N/A PC Tatar Family Foundation Scholarship Fund 25000 FOOD BANK OF THE ROCKIES 10700 E 45TH AVE DENVER CO 80239 N/A PC General & Unrestricted 4000 FOOD FOR THOUGHT OUTREACH INC 174 WATERCOLOR WAY STE 103 PMB 286 SANTA RSA BCH FL 32459 N/A PC General & Unrestricted 7500 FRIENDS OF COLORADO AVALANCHE INFORMATION CENTER 29514 CANTERBURY CIR EVERGREEN CO 80439 N/A PC General & Unrestricted 5000 FRIENDS OF THE YAMPA INC PO BOX 771654 STEAMBOAT SPRINGS CO 80477 N/A PC General & Unrestricted 1000 GULFARIUM C A R E FOUNDATION INC 1010 MIRACLE STRIP PKWY SE FT WALTON BCH FL 32548 N/A PC General & Unrestricted 3000 NORTHWEST FLORIDA STATE COLLEGE FOUNDATION INC 100 COLLEGE BLVD E NICEVILLE FL 32578 N/A PC General & Unrestricted 1000 PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORID 736 CENTRAL AVE SARASOTA FL 34236 N/A PC General & Unrestricted 10000 ROCKY MOUNTAIN PLANNED PARENTHOOD INC PO BOX 732055 DALLAS TX 75373 N/A PC General & Unrestricted 2500 ROUNDUP RIVER RANCH 8333 COLORADO RIVER RD GYPSUM CO 81637 N/A PC General & Unrestricted 2500 ROUTT COUNTY SEARCH AND RESCUE INC PO BOX 772837 STEAMBOAT SPRINGS CO 80477 N/A PC General & Unrestricted 2000 SALVATION ARMY 425 MARY ESTER CUTOFF FORT WALTON BEACH FL 32549 N/A PC General & Unrestricted 5000 SALVATION ARMY 425 MARY ESTER CUTOFF FORT WALTON BEACH FL 32549 N/A PC Empty Stocking Fund 10000 SAVE OUR CATS AND KITTENS INC 498 CARMEL DR FT WALTON BCH FL 32547 N/A PC General & Unrestricted 2500 SLC6A1 CONNECT 1939 TEMPERENCE HILL DR FRISCO TX 75034 N/A PC General & Unrestricted 5000 STEAMBOAT TRAINING ADAPTIVE RECREATIONAL SPORTS PO BOX 770208 STEAMBOAT SPR CO 80477 N/A PC General & Unrestricted 1000 UWM FOUNDATION INC 1440 E N AVE MILWAUKEE WI 53202 N/A PC Geoscience program 5000 WATERFRONT RESCUE MISSION INC PO BOX 870 PENSACOLA FL 32591 N/A PC General & Unrestricted 1000 WOMENS BEAN PROJECT 1300 W ALAMEDA AVE DENVER CO 80223 N/A PC General & Unrestricted 2500 137000 14 3079 14 217939 18 -123253 97765 97765 false false false false false false false false false false X X 1 Page Tatar CLAT 278 Lakeview Beach Drive Miramar Beach FL 32550 567576 X 2 Philip Tatar CLAT 278 Lakeview Beach Drive Miramar Beach FL 32550 221225 X AMERICAN HIGH INCOME TR, CLASS 361728 367893 EATON VANCE EMERGING MARKETS 208901 205901 GOLDMAN SACHS U S EQUITY DIVID 431634 455940 GUGGENHEIM TOTAL RETURN BOND F 538228 537580 HENDERSON GLOBAL EQUITY INC I 478707 459005 ISHARES S&P U.S. PREFERRED STO 410038 424745 PIMCO INCOME FUND P CLASS 654535 659105 THORNBURG STRATEGIC INCOME FUN 497510 500983 VANGUARD HIGH DIV YIELD 415046 473758 Administrative Fees 22538 22538 State or Local Filing Fees 25 25 Investment Management Services 18970 18970 990-PF Estimated Tax for 2023 1500