2024-11-12T07:31:48-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 262307895 Shiraz and Leili Wildlife Foundation % JAMILA MELIUS SHIR 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 shiraz balolia president 8008391754 2024-11-11 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 1333633 X 3549 X 5001 5001 25159 25159 27790 614462 27790 61499 57950 10000 10000 765 765 3540 891 2649 1000 502 502 33485 10383 23102 49292 11274 37018 432670 18205 481962 11274 55223 -420463 46676 665076 15772 15772 901151 1129992 1317861 1566227 1145764 1333633 0 0 X 1566227 1145764 1566227 1145764 1566227 1145764 1566227 -420463 1145764 1145764 Publicly-traded Securities 614462 586672 27790 27790 27790 649 649 649 1845 0 1845 X 0 1196 1196 false false false false false false true true true WA true false false false false true JAMILA MELIUS 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false true false false false false false false false false false false false false false false false false false Neila Balolia Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Shiraz H Balolia Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 2.0 0 0 0 Jamila S Melius Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas, VP 2.0 10000 0 0 1279637 228392 0 1508029 0 1508029 22620 1485409 74270 74270 649 649 73621 73621 73621 55223 0 414465 0 0 469688 73621 2021 2020 2019 28587 29760 62333 17503 94842 233025 469688 73621 396067 629092 0 28587 600505 29760 62333 17503 94842 396067 Shiraz H Balolia X ALTERNATIVES TO HUNGER 1824 ELLIS ST BELLINGHAM WA 98225 N/A PC General & Unrestricted 1305 BOYS & GIRLS CLUBS OF WHATCOM CO 1715 KENTUCKY ST BELLINGHAM WA 98229 N/A PC County-Wide Healthy Meal Program 5000 CASTAWAY ANIMALS RESCUE EFFORT 19219 FARM RD 2065 VERONA MO 65769 N/A PC General & Unrestricted 1200 KENYA WILDLIFE SERVICE PO BOX 40241-00100 NAIROBI KE N/A GOV GENERAL & UNRESTRICTED (SEE GENERAL EXPLANATION) 414465 LIGHTHOUSE MISSION MINISTRIES 110 GRAND AVE BELLINGHAM WA 98225 N/A PC General & Unrestricted 100 MEDECINS SANS FRONTIERES USA INC PO BOX 5030 HAGERSTOWN MD 21741 N/A PC General & Unrestricted 5500 SALVATION ARMY PO BOX 5036 BELLINGHAM WA 98227 N/A PC General & Unrestricted 500 THE ELEPHANT SANCTUARY IN TENNESSEE PO BOX 393 HOHENWALD TN 38462 N/A PC General & Unrestricted 3000 THE SALVATION ARMY 30840 HAWTHORNE BLVD RCH PALOS VRD CA 90275 N/A PC General & Unrestricted 300 THE SALVATION ARMY 1801 EDINBURGH ST RAWLINS WY 82301 N/A PC General & Unrestricted 300 WWP INC - WOUNDED WARRIOR PROJECT INC PO BOX 758516 TOPEKA KS 66675 N/A PC General & Unrestricted 1000 432670 14 5001 14 25159 18 27790 57950 57950 false false false false false false false false false false IN-KIND GRANTS PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF VEHICLES AND EQUIPMENT: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $414,465 TOTAL BOOK VALUE OF PROPERTY: $414,465 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $414,465 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $(0) DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: TOYOTA LAND CRUISER PICKUP UNITS: 1 DATE OF DISTRIBUTION: 7/15/2023 GRANT RECIPIENT: KENYA WILDLIFE SERVICE FMV OF PROPERTY: $65,144 BOOK VALUE OF PROPERTY: $65,144 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $65,144 DESCRIPTION OF PROPERTY: MITSUBISHI FI-1217 FLATBED TRUCK UNITS: 1 DATE OF DISTRIBUTION: 8/15/2023 GRANT RECIPIENT: KENYA WILDLIFE SERVICE FMV OF PROPERTY: $49,348 BOOK VALUE OF PROPERTY: $49,348 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $49,348 DESCRIPTION OF PROPERTY: FLATBED TRAILER WITH ROLLERS UNITS: 1 DATE OF DISTRIBUTION: 8/21/2023 GRANT RECIPIENT: KENYA WILDLIFE SERVICE FMV OF PROPERTY: $23,704 BOOK VALUE OF PROPERTY: $23,704 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $23,704 DESCRIPTION OF PROPERTY: ELEPHANT RECOVERY CONTAINER & TRAILER UNITS: 1 DATE OF DISTRIBUTION: 8/21/2023 GRANT RECIPIENT: KENYA WILDLIFE SERVICE FMV OF PROPERTY: $28,150 BOOK VALUE OF PROPERTY: $28,150 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $28,150 DESCRIPTION OF PROPERTY: PK PAL TRUCK MOUNTED CRANE UNITS: 1 DATE OF DISTRIBUTION: 8/21/2023 GRANT RECIPIENT: KENYA WILDLIFE SERVICE FMV OF PROPERTY: $98,814 BOOK VALUE OF PROPERTY: $98,814 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $98,814 DESCRIPTION OF PROPERTY: ISUZU FVZ-34T TRUCK UNITS: 1 DATE OF DISTRIBUTION: 8/21/2023 GRANT RECIPIENT: KENYA WILDLIFE SERVICE FMV OF PROPERTY: $149,305 BOOK VALUE OF PROPERTY: $149,305 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $149,305 FORM 990-PF, PARTS I AND XIV: FORM 990-PF, PARTS I AND XIV: FORM 990-PF, PARTS I AND XIV: TOTAL PART I, LINE 25, COLUMN (A) AND PART XIV, LINE 3A: $432,670 LESS AMOUNT COUNTED AS A QUALIFYING DISTRIBUTION ON PART XI, LINE 2: $414,465 TOTAL PART I, LINE 25, COLUMN (D): $18,205 ABBVIE INC 15886 17047 ADOBE SYSTEMS, INC 21544 26847 ADVANCED MICRO DEVICES INC 7905 12530 ALPHABET INC CL A 18845 27240 AMAZON COM 21462 28109 AMETEK INC 11111 14016 AMGEN INC 13807 14401 APPLE INC 11107 14440 AQR DIVERSIFIED ARBITRAGE FUND 12085 12388 BAIRD AGGREGATE BOND FUND CLAS 88673 91783 BANK OF AMERICA CORP 14945 14983 BRISTOL-MYERS SQUIBB CO 15036 14880 BROADCOM INC 5582 13395 CATERPILLAR INC 15993 19219 CHENIERE ENERGY INC 20377 23046 CITIGROUP INC 15274 15432 CONOCOPHILLIPS 15335 15089 CROWDSTRIKE HOLDINGS, INC 20192 31915 DEERE CO 14896 15995 DODGE & COX FUNDS INTERNATIONA 75480 79660 DODGE & COX INCOME FUND 88898 92508 ELEVANCE HEALTH INC 5768 5659 ELI LILLY & CO 13312 23317 EXXON MOBIL CORP 14580 15497 FIDELITY MID CAP INDEX FUND 27008 31413 FREEPORT-MCMORAN COPPER & GOLD 16034 22136 GARMIN LTD 7381 10926 HOME DEPOT INC 5832 6931 INTERNATIONAL BUSINESS MACHINE 15848 18808 INTERPUBLIC GROUP OF COS 9318 9955 INVESCO MAIN STREET SMALL CAP 44232 47038 ISHARES NASDAQ BIOTECHNOLOGY 24449 27849 JP MORGAN CHASE 11872 15309 LAZARD EMERGING MARKETS EQUITY 48203 52614 LOCKHEED MARTIN CORP 8537 9065 MERCK & CO INC 11589 11447 META PLATFORMS INC 16311 21238 MICROSOFT CORP 10339 16922 MONDELEZ INTERNATIONAL INC 5442 6519 MORGAN STANLEY 6960 7926 NVIDIA CORP 8833 32189 ORACLE CORP 26031 24249 PALANTIR TECHNOLOGIES INC 26363 29103 PEPSICO INC 6997 6794 PFIZER INC 15295 15835 PIMCO TRENDS MANAGED FUTURES S 16044 12293 RAYTHEON TECHNOLOGIES CORP 9906 10938 ROCKWELL AUTOMATION INC 12437 13972 SERVICE NOW 18519 28260 SPDR GOLD SHARES 28499 33455 T-MOBILE US INC 13775 16033 TESLA MOTORS INC 20372 19878 THERMO FISHER SCIENTIFIC INC 15464 15924 UBER 16272 34787 UNITEDHEALTH GROUP INC 9187 8950 VANGUARD LT GOV BOND ETF 48488 47993 VISA INC 10062 11716 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 $432,669. This amount represents 25% or more of the Foundation's net assets of $1,594,708 (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 15750 15750 Administrative Set-Up Fee 5500 5500 Bank Charges 10383 10383 Digital Subscriptions 403 403 Equipment/Furniture Purchase 435 435 Postage/Delivery Service 859 859 SOCIAL MEDIA/ADVERTISING EXP 70 70 State or Local Filing Fees 85 85 Investment Management Services 891 891 Website Development 2649 2649 990-PF Extension for 2022 1000