2025-07-02T07:37:50-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 205792186 The Sievert Family Foundation % Foundation Source SIEV 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 FREDERICK SIEVERT PRESIDENT 8008391754 2025-06-21 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 1862273 X 111461 2398 2398 35077 35077 164072 732513 350195 313008 387670 0 10182 10182 2695 12571 12571 25448 10182 12571 466650 466650 492098 10182 479221 -179090 377488 0 102327 319624 319624 1656829 1260442 1542649 1759156 1580066 1862273 0 0 X 1759156 1580066 1759156 1580066 1759156 1580066 1759156 -179090 1580066 1580066 Publicly-traded Securities 732513 382318 350195 350195 350195 5247 5247 5247 1700 0 3600 5300 X 0 53 53 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 Corey Sievert Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Denise Sievert Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Frederick J Sievert Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 Stafford Sievert Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Susan Sievert Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Zachary Sievert Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Dena Stahlheber Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Douglas Stahlheber Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Heidi Tanacea Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Kristian Tanacea Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 1699910 165802 0 1865712 0 1865712 27986 1837726 91886 91886 5247 5247 86639 86639 86639 479221 0 0 0 0 479221 86639 92629 13828 118096 64559 142255 431367 479221 86639 392582 823949 0 92629 731320 13828 118096 64559 142255 392582 Frederick J Sievert Susan Sievert X ARIA COVEY FOUNDATION INC 5 CRICKET RIDGE DR WINDHAM NH 03087 N/A PC General & Unrestricted 1000 AUSBON SARGENT LAND PRESERVATION TRUST PO BOX 2040 NEW LONDON NH 03257 N/A PC General & Unrestricted 250 BETHANY CHAPEL 54 NEWBURY RD MANCHESTER NH 03103 N/A PC Worship and Evangelism 1500 CALVIN UNIVERSITY 3201 BURTON ST SE GRAND RAPIDS MI 49546 N/A PC THE DENA M. SIEVERT SCHOLARSHIP FUND 5000 CHILDREN'S ROOM - CENTER FOR GRIEVING CHILDREN & T 1210 MASSACHUSETTS AVE ARLINGTON MA 02476 N/A PC General & Unrestricted 1000 CHRISTIAN BUSINESS ROUND TABLE INC 4777 CAMPUS DR KALAMAZOO MI 49008 N/A PC the software project 5000 CHRISTIAN BUSINESS ROUND TABLE INC 4777 CAMPUS DR KALAMAZOO MI 49008 N/A PC General & Unrestricted 20000 CORNERSTONE POLICY RESEARCH PO BOX 4683 MANCHESTER NH 03108 N/A PC General & Unrestricted 2000 DOMESTIC VIOLENCE CRISIS CENTER 1111 SUMMER ST STE 203 STAMFORD CT 06905 N/A PC General & Unrestricted 500 DONNIE EDWARDS BEST DEFENSE FOUNDATION 249 HWY 101 STE 312 SOLANA BEACH CA 92075 N/A PC General & Unrestricted 1500 DUO DUO ANIMAL WELFARE PROJECT INC 1030 E EL CAMINO REAL STE 302 SUNNYVALE CA 94087 N/A PC Arunachala Animal Sanctuary & Rescue Shelter 2500 ECO DEFENSE GROUP 831 PILOT RD STE D LAS VEGAS NV 89119 N/A PC General & Unrestricted 3000 ENGAGE BURKINA INC 3522 HIRAM ACWORTH HWY DALLAS GA 30157 N/A PC General & Unrestricted 5000 FIRST BAPTIST CHURCH PO BOX 336 NEW LONDON NH 03257 N/A PC Historic Restoration Fund 15000 FIRST BAPTIST CHURCH PO BOX 336 NEW LONDON NH 03257 N/A PC Church Bell Tower restoration project 20000 FIRST BAPTIST CHURCH PO BOX 336 NEW LONDON NH 03257 N/A PC Capital Improvements fund 100000 FIRST BAPTIST CHURCH PO BOX 336 NEW LONDON NH 03257 N/A PC The Historic Restoration Fund 5000 FIRST BAPTIST CHURCH PO BOX 336 NEW LONDON NH 03257 N/A PC Charitable Event 5000 FIRST BAPTIST CHURCH PO BOX 336 NEW LONDON NH 03257 N/A PC General & Unrestricted 50000 FIRST UNITED METHODIST CHURCH OF NORTHVILLE 777 W 8 MILE RD NORTHVILLE MI 48167 N/A PC General & Unrestricted 15000 FIRSTLOVEWORKS INC PO BOX 721 KEENE NH 03431 N/A PC General & Unrestricted 500 GRACE PRESBYTERIAN CHURCH 385 W GOLDEN AVE LAYTON UT 84041 N/A PC General & Unrestricted 13000 HARMONY HOME MINISTRY 222 CEDAR ST MANCHESTER NH 03103 N/A PC General & Unrestricted 2000 HILLSDALE COLLEGE 33 E COLLEGE ST HILLSDALE MI 49242 N/A PC General & Unrestricted 10000 HILLSDALE COLLEGE 33 E COLLEGE ST HILLSDALE MI 49242 N/A PC For the Newly created Frederick J. & Susan J. Sievert Scholarship Fund 50000 INTERNATIONAL CENTER OF PHOTOGRAPHY 79 ESSEX ST NEW YORK NY 10002 N/A PC General & Unrestricted 5000 JOHN WESLEY UNITED METHODIST CHURCH 270 GIFFORD ST FALMOUTH MA 02540 N/A PC General & Unrestricted 35000 LUIS PALAU ASSOCIATION 1500 NW 167TH PL BEAVERTON OR 97006 N/A PC General & Unrestricted 15000 NATIONAL CENTER ON SEXUAL EXPLOITATION INC 1201 F ST NW STE 200 WASHINGTON DC 20004 N/A PC General & Unrestricted 2000 NOVI ATHLETIC BOOSTERS 24062 TAFT RD NOVI MI 48375 N/A PC General & Unrestricted 7500 NOVI EDUCATIONAL FOUNDATION 25345 TAFT RD NOVI MI 48374 N/A PC General & Unrestricted 10000 REACHING INDIANS MINISTRIES INTERNATIONAL INC 1949 OLD ELM RD LINDENHURST IL 60046 N/A PC General & Unrestricted 15000 TEEN CHALLENGE NEW ENGLAND INC 1311 MAIN ST BROCKTON MA 02301 N/A PC Teen Challenge New Hampshire 2000 TOWN OF SUTTON 93 MAIN ST SUTTON NH 03221 N/A GOV Sutton Conservation Commission for the management, improvement, maintenance and stewardship of the King Hill Recreation Area 2500 TRUSTEES OF AMHERST COLLEGE 220 S PLEASANT ST AMHERST MA 01002 N/A PC In support of the point/counterpoint academic course 25000 YALE UNIVERSITY 409 PROSPECT ST NEW HAVEN CT 06511 N/A PC general purpose fund to the Yale Center for Faith & Culture 10000 YAMPA VALLEY AUTISM PROGRAM PO BOX 771824 STEAMBOAT SPRINGS CO 80477 N/A PC General & Unrestricted 3900 466650 14 2398 14 35077 18 164072 201547 201547 false false false false false false false false false false X X 1 Sievert Frederick J 180 Summit Road New London NH 03257 111461 X 1 CNO FINANCIAL GROUP INC CNO, 2500 sh. 86525 2024-07-31 1 CNO FINANCIAL GROUP INC CNO, 725 sh. 24936 2024-10-02 APPLIED FIN EXPLORER FUND INST 24345 29714 BAIRD SHORT TERM BOND FUND INS 135639 133366 CNO FINANCIAL GROUP INC 140609 233158 CONESTOGA SMALL CAP INST 20498 28078 GOLDMAN SACHS GQG PARTNERS INT 42352 58640 GQG PARTNERS US QUALITY SELECT 37014 48343 JENSEN QUALITY GROWTH ETF 60594 58676 MFS INTERNATIONAL EQUITY FUND 59631 63047 MORGAN STANLEY INTL ADVANTAGE 70998 64470 OSTERWEIS STRATEGIC INCOME FUN 38907 37399 PARNASSUS EQUITY INCOME FUND I 42779 57665 REINSURANCE GROUP AMER INC 165897 261696 THORNBURG LIMITED TERM INCOME 137640 132984 VANGUARD 500 INDEX FUND ADM 116575 156301 VANGUARD MID-CAP INDEX FD ADMI 29717 46922 VANGUARD TOTAL BOND MARKET IND 137247 132190 Administrative Fees 12546 12546 State or Local Filing Fees 25 25 Investment Management Services 10182 10182 990-PF Estimated Tax for 2024 1700 990-PF Excise Tax for 2023 995