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 861247291 Bur Oak Foundation % Foundation Source BURO 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JAMES C DREYFOUS PRESIDENT 8008391754 2024-06-23 true JAMES C DREYFOUS 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 2570037 X 0 X 1551 1551 44386 44386 -269765 1074321 0 -223828 45937 0 28780 28780 1122 18185 18185 48087 28780 18185 945000 945000 993087 28780 963185 -1216915 17157 19386 34972 34972 3872517 2640016 2535065 3891903 2674988 2570037 0 0 X 3891903 2674988 3891903 2674988 3891903 2674988 3891903 -1216915 2674988 2674988 Publicly-traded Securities 1074321 1344086 -269765 -269765 -269765 238 238 238 0 300 300 62 62 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 James C Dreyfous Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Treas 1.0 0 0 0 Brooke D Peel Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec 1.0 0 0 0 2974827 24212 0 2999039 0 2999039 44986 2954053 147703 147703 238 238 147465 147465 147465 963185 0 0 0 0 963185 147465 2021 2020 2019 629802 537357 1167159 963185 147465 815720 1982879 0 1982879 629802 537357 815720 NONE X BONEFISH & TARPON TRUST INC 2937 SW 27TH AVE STE 203 MIAMI FL 33133 N/A PC General & Unrestricted 25000 COMMUNITY FOUNDATION OF OYSTER BAY INC 200 SUNSET RD OYSTER BAY NY 11771 N/A PC General & Unrestricted 2500 FRIENDS OF NASSAU COUNTY BAILEY ARBORETUM 194 BAYVILLE RD LOCUST VALLEY NY 11560 N/A PC General & Unrestricted 1000 FRIENDS OF TRACY AVIARY 09-20-93 589 E 1300 S SALT LAKE CTY UT 84105 N/A PC General & Unrestricted 250000 FRIENDS OF TRACY AVIARY 09-20-93 589 E 1300 S SALT LAKE CTY UT 84105 N/A PC Charitable Event 10000 GLEN COVE BOYS AND GIRLS CLUB AT LINCOLN HOUSE INC 113 GLEN COVE AVE GLEN COVE NY 11542 N/A PC General & Unrestricted 5000 GREAT BASIN WATER NETWORK INC PO BOX 75 BAKER NV 89311 N/A PC General & Unrestricted 50000 NORTH SHORE LAND ALLIANCE INC PO BOX 658 OYSTER BAY NY 11771 N/A PC General & Unrestricted 1500 PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE 700 EXCHANGE ST MIDDLEBURY VT 05753 N/A PC Seizing Opportunities Expendable Fund 125000 STUDENT DIPLOMACY CORPS INC 424 W 54TH ST NEW YORK NY 10019 N/A PC student Scholarship Fund 25000 THE NATURE CONSERVANCY IN UTAH 559 E S TEMPLE SALT LAKE CITY UT 84102 N/A PC General & Unrestricted 100000 THE YOUNG MENS CHRISTIAN ASSOCIATION OF NORTHERN U 675 EAST 2100 SOUTH STE 200 SALT LAKE CITY UT 84106 N/A PC General & Unrestricted 100000 THEODORE ROOSEVELT CONSERVATION PARTNERSHIP INC 529 14TH ST NW STE 500 WASHINGTON DC 20045 N/A PC General & Unrestricted 50000 UNIVERSITY OF UTAH 201 PRESIDENTS CIR RM 203 SALT LAKE CTY UT 84112 N/A PC Stegner Center and the work to save the GSL at the Quinney Law School 50000 UTAH VALLEY PRESERVATION ALLIANCE 462 E 800 N OREM UT 84097 N/A PC Grow The Flow and the work to save the GSL 50000 WASATCH COMMUNITY GARDENS 629 E 800 S SALT LAKE CITY UT 84102 N/A PC General & Unrestricted 100000 945000 14 1551 14 44386 18 -269765 -223828 -223828 false false false false false false false false false false AMERICAN BEACON THE LONDON CO 269278 246093 EDGEWOOD GROWTH FUND INSTI 329415 260414 FULLER & THALER BEHAVIORAL SMA 123613 133084 INVESCO OPPENHEIMER DEVELOPING 253792 184167 ISHARES CORE MSCI EAFE ETF 332034 366392 MERIDIAN SMALL CAP GROWTH FUND 204785 137060 VANGUARD FTSE EMERGING MARKETS 62546 61157 VANGUARD GROWTH ETF 301575 376234 VANGUARD TOTAL WORLD STK INDEX 226510 252435 VANGUARD VALUE ETF 360878 377841 WCM FOCUSED INTL GROWTH FUNDS 175590 140188 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 $945,000. This amount represents 25% or more of the Foundation's net assets of $3,018,818 (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 18111 18111 Postage/Delivery Service 49 49 State or Local Filing Fees 25 25 Investment Management Services 28780 28780 990-PF Excise Tax for 2022 1122