2024-05-02T11:41:42-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 873078012 The Clark & Shannon Buerk Family Foundation % Foundation Source CLAR 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 KARINA SANSOM PRESIDENT 8008391754 2024-04-26 true KARINA SANSOM 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 5181324 X 10000 74540 74540 70236 70236 3913 833426 3913 158689 148689 0 2552 2552 1700 20452 50 20402 24704 2602 20402 188600 188600 213304 2602 209002 -54615 146087 1578120 1470202 1470202 17656 83224 83356 2492474 2528349 2693106 972214 924074 934660 5060464 5005849 5181324 0 0 X 5060464 5005849 5060464 5005849 5060464 5005849 5060464 -54615 5005849 5005849 Publicly-traded Securities 833426 829513 3913 3913 3913 2031 2031 2031 1043 0 1043 X 0 988 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 Brandon Buerk Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 0.0 0 0 0 Clark Buerk Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, VP 0.0 0 0 0 Shannon Buerk Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP, Sec 0.0 0 0 0 Karina Sansom Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Pres 5.0 0 0 0 3432992 1603295 0 5036287 0 5036287 75544 4960743 248037 248037 2031 2031 246006 246006 246006 209002 0 0 0 0 209002 246006 74415 2021 2020 2019 209002 74415 134587 0 0 111419 0 0 Clark Buerk Shannon Buerk X ANY BABY CAN OF AUSTIN INC 6207 SHERIDAN AVE AUSTIN TX 78723 N/A PC General & Unrestricted 46400 CAMFED U S A FOUNDATION 4 EMBARCADERO CTR STE 1400 SAN FRANCISCO CA 94111 N/A PC General & Unrestricted 46400 CENTER FOR CHILD PROTECTION 8509 FM 969 BLDG 2 AUSTIN TX 78724 N/A PC General & Unrestricted 46400 CURE MITO FOUNDATION 6808 OLD GLORY CT MCKINNEY TX 75071 N/A PC General & Unrestricted 46400 THE SAFE ALLIANCE 4800 MANOR RD BLDG K AUSTIN TX 78723 N/A PC SAFE Alliance's Strong Start Program 3000 188600 14 74540 14 70236 18 3913 148689 148689 false false false false false false false false false false X X 1 Buerk Clark 2002 Payne Avenue Austin TX 78757 10000 X ABBVIE INC - 3.800% - 03/15/20 19649 19734 ABBVIE INC SER B NOTE - 3.850% 19623 19840 AMAZON - 3.800% - 12/05/2024 21612 21773 AMERICAN EXPRESS CO - 2.500% - 19256 19644 AMERICAN HONDA FIN - 1.500% - 18897 19298 AMERICAN HONDA FIN CORP SER A 18846 19441 AMGEN INC - 3.125% - 05/01/202 21216 21437 AMGEN INC - 3.625% - 05/22/202 19627 19840 BANK NOVA SCOTIA B C NOTE - 2. 19787 20001 BANK OF MONTREAL MTN - 3.300% 19605 19944 BANK OF MONTREAL SER F - 1.850 20939 21095 BANK OF NOVA SCOTIA - 3.400% - 19734 19938 CAN IMPERIAL BK OF COMMERCE - 21676 21858 CANADIAN IMPERIAL BK SR NTS - 19023 19374 CITIGROUP INC BND - 3.300% - 0 21213 21488 CVS HEALTH CORP - 2.625% - 08/ 19361 19621 DISCOVER CARD EXE - 0.580% - 0 23609 24186 ENTERPRISE PROD - 3.750% - 02/ 21400 21711 FORD CR AUTO - 0.700% - 10/15/ 13962 14210 GENERAL MTRS FINL CO INC - 5.1 20192 19992 GENERAL MTRS FINL COINC NOTE - 20712 20873 GILEAD - 3.500% - 02/01/2025 21573 21645 GM FIN AUTO - 2.230% - 02/20/2 14513 14694 GOLDMAN SACHS - 3.850% - 07/08 19704 19819 GOLDMAN SACHS GROUP INC/THE SE 21617 21931 JP MORGAN CHASE - 3.625% - 05/ 19775 19874 JPMORGAN CHASE & CO - 3.875% - 20094 19965 KINDER MORGAN - 4.300% - 06/01 19515 19750 MITSUBISHI FINANCIAL - 3.407% 19827 19917 MORGAN STANLEY - 3.875% - 04/2 19664 19889 MORGAN STANLEY FR - 3.700% - 1 21468 21714 NEXTERA ENERGY - 4.255% - 09/0 19647 19804 ORACLE CORP - 3.400% - 07/08/2 19500 19765 ORACLE CORP NOTE - 2.950% - 11 21316 21508 ROYAL BANK OF CANADA - 1.600% 20838 21226 ROYAL BK CDA MTN - 0.425% - 01 19312 19949 TORONTO DOMINION BANK SER C - 21370 21869 TORONTO DOMINION BANK SER C MT 20232 20738 TOYOTA AUTO RECV TR SER 2021-A 4516 4583 TOYOTA MTR CR CORP - 2.500% - 19527 19869 TOYOTA MTR CR CORP SR NOTE - 4 19938 19903 VERIZON COMMUNICATIONS - 3.500 19510 19697 VERIZON MASTER TR SER 2021-1 - 19053 19604 WELLS FARGO &COMPANYMTN CALL M 19961 19973 WELLS FARGO CO MTN BE - 3.300% 21532 21709 WESTPAC BANKING CORP NOTE - 5. 20198 20027 WESTPAC BANKING CORPORATION NO 19935 19940 SPDR S&P 500 ETF TRUST 2528349 2693106 83224 83356 Administrative Fees 20377 20377 Bank Charges 50 50 State or Local Filing Fees 25 25 Investment Management Services 2552 2552 990-PF Estimated Tax for 2023 1000 990-PF Extension for 2022 700