2024-05-30T16:29:40-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 461553132 Pond House Woods Foundation % Foundation Source POND 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 jennifer beard president 8008391754 2024-05-29 true jennifer beard 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 1427541 X 0 X 6666 6666 23349 23349 13397 331733 13397 43412 43412 0 824 824 7619 7619 8443 824 7619 94000 94000 102443 824 101619 -59031 42588 46239 182773 182773 926654 811089 902361 250934 170934 342407 1223827 1164796 1427541 0 0 X 1223827 1164796 1223827 1164796 1223827 1164796 1223827 -59031 1164796 1164796 Publicly-traded Securities 331733 318336 13397 13397 13397 592 592 592 54 0 538 592 X 0 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 Christopher Beard Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 David Beard Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Jennifer Beard Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 John Beard Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 969455 142405 342407 1454267 0 1454267 21814 1432453 71623 71623 592 592 71031 71031 71031 101619 0 0 0 0 101619 71031 4012 2021 2020 2019 101619 4012 71031 26576 26576 0 26576 26576 Jennifer Beard John Beard X BREAST CANCER RESOURCE CENTER 8127 MESA DR STE B206 AUSTIN TX 78759 N/A PC General & Unrestricted 3000 CELEBRATION EDUCATION FUND 2121 CELEBRATION DR NE GRAND RAPIDS MI 49525 N/A PC General & Unrestricted 10000 CROHN'S & COLITIS FOUNDATION OF AMERICA - ILLINOIS 2200 E DEVON AVE STE 392 DES PLAINES IL 60018 N/A PC General & Unrestricted 10000 FIRST UNITED METHODIST CHURCH 100 W COSSITT AVE LA GRANGE IL 60525 N/A PC General & Unrestricted 40000 HONOR FLIGHT DAYTON INCORPORATED 200 CANARY COURT ENON OH 45323 N/A PC General & Unrestricted 3000 JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONA PO BOX 5021 HAGERSTOWN MD 21741 N/A PC General & Unrestricted 25000 WEST SUBURBAN HUMANE SOCIETY 1901 OGDEN AVE DOWNERS GROVE IL 60515 N/A PC General & Unrestricted 3000 94000 14 6666 14 23349 18 13397 43412 43412 false false false false false false false false false false Part XII (990-PF) Undistributed Income Part XII (990-PF) - Undistributed Income In 2023, Pond House Woods Foundation (the "Foundation") discovered that on its Form 990-PF for taxable years ending 2021 and 2022, Parts X and XI were not recorded properly. The Foundation would not have been subject to an under-distribution penalty under 4942 for the years 2021 and 2022 if the average value of the assets had been properly recorded in Part X. Therefore, the Foundation has chosen not to amend Form 990-PF for taxable years ending 2021 and 2022. Instead, the Foundation has adjusted the amount reported in Part XII of Form 990-PF for the year ending 2023 to reflect the correct balance. ABBOTT LABS 215 220 ABBVIE INC 3163 4184 ACCENTURE PLC 3048 3509 ACUITY BRANDS INC 2130 2663 ADOBE SYSTEMS, INC 1687 2983 ADVANCE AUTO PARTS INC 209 244 ADVANCED MICRO DEVICES INC 818 1622 AFFILIATED MANAGERS GROUP 2262 2423 AGILENT TECHNOLOGIES INC 205 278 AIR PRODS & CHEM INC 252 274 AKAMAI TECH COM STK 1024 1657 ALPHABET INC CL C 2379 16912 ALTRIA GROUP INC 1113 1049 AMAZON COM 9912 10636 AMDOCS LIMITED 2525 2900 AMERICAN ELECTRIC POWER INC 87 81 AMETEK INC 888 1154 AMGEN INC 1002 1152 ANALOG DEVICES INC 332 397 APPLE INC 17682 24644 ARCHER DANIELS MDLND 429 361 AUTOLIV INC 185 220 BECTON DICKINSON & CO 755 731 BERKSHIRE HATHAWAY INC. 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INC 693 784 EATON CORP PLC 443 722 ELECTRONIC ARTS 1245 1368 ELEVANCE HEALTH INC 1930 2358 ELI LILLY & CO 1115 3498 EMBECTA CORP 57 38 EMERSON ELECTRIC CO 2772 3115 ENERSYS 172 202 ENTERGY CORP 579 607 ENVISTA HOLDINGS 324 337 EOG RESOURCES INC 3198 3145 EURONET WORLDWIDE INC 306 406 EVEREST GROUP, LTD 396 354 EXELON CORPORATION 440 610 EXPEDITORS INTL WASH INC 2276 2544 EXXON MOBIL CORP 3975 4199 FASTENAL COMPANY 1588 1749 FIDELITY SHORT-TERM BOND PORTF 169229 164503 FIRST HAWAIIAN INC 322 411 FIRST TRUST STRAT H/I FUND 2457 2404 FISERV INC 631 797 FORTINET INC 531 1171 GEN DYNAMICS CP 1528 1818 GENERAL MILLS INC 892 717 GENERAL MOTORS 241 251 GENTEX CORPORATION 263 294 GILEAD SCIENCES INC 1190 1377 GLOBE LIFE INC 3428 3773 GRAHAM HOLDINGS COMPANY 1091 2786 GRAND CANYON EDUCATION, INC 1457 1981 HARTFORD FINANCIALSERVICES GRO 1787 2170 HENRY JACK & ASSOC INC 337 327 HENRY SCHEIN INC 83 76 HEWLETT PACKARD ENTERPRISE CO 453 560 HIGHWOODS PRPTY INC 686 643 HP INC 1629 1866 HUBBELL INCORPORATED 252 329 HUMANA INC 4111 3662 HUNT J B 1790 1997 HUNTINGTON INGALLS INDUSTRIES 401 519 INTEL CORP 976 1558 ISHARES MSCI EMERGING MARKETS 184240 161644 ISHARES TRUST MSCI EAFE INDEX 183971 218816 JABIL CIRCUIT INC 336 510 JOHNSON & JOHNSON 8343 7837 KRAFT HEINZ CO 1069 1146 KROGER CO 641 594 KYNDRYL HOLDINGS INC 29 21 LANDSTAR SYSTEM 2820 3098 LINDE PLC COM 2044 2875 LOCKHEED MARTIN CORP 839 906 LPL FINANCIAL HOLDINGS INC 1689 1593 MANHATTAN ASSOCIATES INC 353 431 MARKETAXESS HOLDINGS, INC 844 1171 MCDONALD'S CORP 496 593 MCKESSON CORP 397 463 MEDICAL PROPERTIES TRUST, INC 1864 1910 MEDPACE HOLDINGS, INC 422 613 MEDTRONIC PLC 669 659 MERCK & CO INC 1298 1526 META PLATFORMS INC 3907 7079 MICROSOFT CORP 15107 23691 MORNINGSTAR, INC 210 572 MSC INDUSTRIAL DRCT 5143 5468 NATIONAL RETAIL PROPERTIES INC 2578 3060 NATL FUEL GAS CO 255 251 NETAPP, INC 1034 1322 NETFLIX INC 2640 3895 NEW YORK TIMES CO CL A 35 49 NEXTERA ENERGY, INC 818 850 NORTHROP GRUMMAN CORP 1729 1873 NVIDIA CORP 5637 7924 O'REILLY AUTOMOTIVE INC 2342 3800 OLD DOMINION FREIGHT LINE 821 1216 OLD REP INTL CORP 453 529 ON SEMICONDUCTOR 819 1002 ORGANON & CO 33 14 PALO ALTO NETWORKS INC 214 295 PHINIA INC 90 91 PHYSICIANS REALTY TRUST 536 666 PIONEER NAT RES CO 1175 1124 PROCTER GAMBLE CO 6608 8499 PUBLIC STORAGE INC 1786 1830 QUALYS INC COM 352 589 RAYTHEON TECHNOLOGIES CORP 321 337 REINSURANCE GROUP AMER INC 1975 2265 ROPER INDUSTRIES 843 1090 ROYAL GOLD INC COM 482 605 SAIA, INC 207 438 SALESFORCE.COM 1145 2105 SCHNEIDER NATIONAL INC 443 433 SEI INVESTMENTS 1959 2351 SERVICE CP INTL 383 479 SERVICE NOW 476 706 SKYWORKS SOLUTIONS, INC 224 225 SPIRIT REALTY CAPITAL, INC 1077 1311 SYNCHRONY FINANCIAL 718 917 SYNOPSYS, INC 1018 1545 TAPESTRY INC 967 1288 TERADATA CORPORATION 209 261 TESLA MOTORS INC 3384 3479 TEXAS INSTRUMENTS INC 2498 2557 TEXAS ROADHOUSE, INC 3677 5134 THE HERSHEY COMPANY 1054 1119 THE JM SMUCKER COMPANY 2349 2275 THERMO FISHER SCIENTIFIC INC 953 1062 THOR INDS INC 764 1064 TRADEWEB MARKETS INC 1357 1908 TRAVELERS COMPANIES INC 1135 1143 UFP INDUSTRIES 330 502 UNITEDHEALTH GROUP INC 4105 4212 UNUM CORP 865 1221 VERIZON COMMUNICATIONS 4622 4562 VIATRIS ORD SHS 1031 1191 VISA INC 2038 2343 WAL-MART STORES INC 3750 6621 WALT DISNEY HOLDINGS CO 163 181 WARNER BROS. DISCOVERY, INC 24 11 WASTE MANAGEMENT INC 783 896 WERNER ENTERPRISES INC 1198 1356 WESTERN UNION CO 317 286 XCEL ENERGY INC 830 867 ZIMMER BIOMET HOLDINGS 1761 1947 GP OPPORTUNISTIC GROWTH STRATE 170934 342407 Administrative Fees 7594 7594 State or Local Filing Fees 25 25 Investment Management Services 824 824 Foreign Tax Paid