2025-06-05T14:32:18-05:00
2024-12-31
Foundation Source
3333 New Hyde Park Rd Ste 406
New Hyde Park
NY
11042
990PF
2024-01-01
831458921
Berlanti Family Foundation
% Foundation Source
BERL
8008391754
Foundation Source 501 Silverside Rd
Wilmington
DE
198091377
gregory berlanti
president
8008391754
2025-05-21
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Jeffrey D Haskell
P01345770
8008391754
2024
2025-03-06 01:10:19Z
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Foundation Source
8008391754
501 Silverside Road Suite 123
Wilmington
DE
198091377
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Gregory Berlanti
Foundation Source 501 Silverside Rd
Wilmington
DE
198091377
Dir, Pres
2.0
0
0
0
Robbie Rogers
Foundation Source 501 Silverside Rd
Wilmington
DE
198091377
Treas
2.0
0
0
0
Theresa Rogers
Foundation Source 501 Silverside Rd
Wilmington
DE
198091377
Sec
1.0
0
0
0
Dina Segerson
Foundation Source 501 Silverside Rd
Wilmington
DE
198091377
VP
0.0
0
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CARL OGAWA
9100 WILSHIRE BLVD STE 1000W
Beverly Hills
CA
90212
Executive Director
5.0
60000
3062781
257512
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Gregory Berlanti
Robbie Rogers
X
ACADEMY OF SCIENCE FICTION FANTASY & HORROR FILMS
334 W 54TH ST
LOS ANGELES
CA
90037
N/A
PC
General & Unrestricted
17500
ACLU FOUNDATION OF SOUTHERN CALIFORNIA
1313 WEST EIGHTH ST
LOS ANGELES
CA
90017
N/A
PC
Charitable Event
15000
ALLIANCE FOR CHILDRENS RIGHTS
4525 WILSHIRE BLVD STE 150
LOS ANGELES
CA
90010
N/A
PC
Charitable Event
5000
BIGHORN GOLF CLUB CHARITIES
255 PALOWET DR
PALM DESERT
CA
92260
N/A
PC
General & Unrestricted
10000
BPS FOUNDATION
1120 N TOWN CENTER DR STE 160
LAS VEGAS
NV
89144
N/A
PC
Maryland Men's Soccer Student-Athletes
60000
BURBANK YOUTH VOCAL ARTS FOUNDATION
2520 N REESE PL
BURBANK
CA
91504
N/A
PC
General & Unrestricted
7500
CANCER SUPPORT COMMUNITY GREATER SAN GABRIEL VALLE
331 W SIERRA MADRE BLVD
SIERRA MADRE
CA
91024
N/A
PC
Charitable Event
5000
CEDARS-SINAI MEDICAL CENTER
6500 WILSHIRE BLVD STE 1600
LOS ANGELES
CA
90048
N/A
PC
Charitable Event
12500
CHILDRENS HOSPITAL LOS ANGELES
4650 W SUNSET BLVD MS29
LOS ANGELES
CA
90027
N/A
PC
General & Unrestricted
20000
CITY YEAR INC
606 S OLIVE ST 2ND FLOOR
LOS ANGELES
CA
90014
N/A
PC
General & Unrestricted
5000
DEL SHORES FOUNDATION INC
6250 HOLLYWOOD BLVD UNIT 8E
LOS ANGELES
CA
90028
N/A
PC
General & Unrestricted
2500
ETM-LA INC
2501 W BURBANK BLVD STE 301
BURBANK
CA
91505
N/A
PC
ETM-LA's mission to provide music education to under-resourced schools in Los Angeles county
10000
ETM-LA INC
2501 W BURBANK BLVD STE 301
BURBANK
CA
91505
N/A
PC
General & Unrestricted
25000
FRIENDS OF THE LOS ANGELES FREE CLINIC
8405 BEVERLY BLVD
LOS ANGELES
CA
90048
N/A
PC
Charitable Event
50000
GEFFEN PLAYHOUSE INC
10886 LE CONTE AVE
LOS ANGELES
CA
90024
N/A
PC
Charitable Event
20000
GIRLS INC OF GREATER LOS ANGELES
4821 LANKERSHIM BLVD STE F 110
NORTH HOLLYWOOD
CA
91601
N/A
PC
Charitable Event
10000
GIRLS INCORPORATED
120 WALL ST 18TH FL
NEW YORK
NY
10005
N/A
PC
Charitable Event
2500
HUMAN FAMILY EDUCATIONAL AND CULTURAL INSTITUTE
3435 OCEAN PARK BLVD 107 PMB 450
SANTA MONICA
CA
90405
N/A
PC
Charitable Event
10000
INEVITABLE FOUNDATION
228 PARK AVE 15849
NEW YORK
NY
10003
N/A
PC
General & Unrestricted
5000
INTERNATIONAL RADIO AND TELEVISION
125 W 55TH ST 4TH FL
NEW YORK
NY
10019
N/A
PC
Charitable Event
7500
JABALI ACADEMY
15821 VENTURA BLVD STE 370 STE 3
ENCINO
CA
91436
N/A
PC
Charitable Event
25000
JEWISH FAMILY SERVICE OF THE DESERT
490 S FARRELL DR
PALM SPRINGS
CA
92262
N/A
PC
General & Unrestricted
10000
JHPIEGO CORPORATION
1615 THAMES ST
BALTIMORE
MD
21231
N/A
PC
Charitable Event
10000
LOOKING ABOVE AND BEYOND INC
2934 1/2 BEVERLY GLEN CIR 224
LOS ANGELES
CA
90077
N/A
PC
General & Unrestricted
2500
MAKE A WISH FOUNDATION OF GREATER LOS ANGELES
11390 W OLYMPIC BLVD STE 300
LOS ANGELES
CA
90064
N/A
PC
Charitable Event
5000
MEMORIAL SLOAN-KETTERING CANCER CENTER The Societ
PO BOX 27106
NEW YORK
NY
10087
N/A
PC
in support of the work of Dr. Eileen O'Reilly at MSKCC
5000
MOTION PICTURE AND TELEVISION FUND
23388 MULHOLLAND DR STE 220
WOODLAND HILLS
CA
91364
N/A
PC
General & Unrestricted
20000
MOTION PICTURE AND TELEVISION FUND
23388 MULHOLLAND DR STE 220
WOODLAND HILLS
CA
91364
N/A
PC
Charitable Event
100000
MOTION PICTURE AND TELEVISION FUND
23388 MULHOLLAND DR STE 220
WOODLAND HILLS
CA
91364
N/A
PC
Charitable Event
50000
NORTHWELL HEALTH FOUNDATION
2000 MARCUS AVE 2ND FL
NEW HYDE PARK
NY
11042
N/A
PC
Benefiting Lenox Hill Hospital
1500
SUSAN G KOMEN BREAST CANCER FOUNDATION
13770 NOEL ROAD STE 801889
DALLAS
TX
75380
N/A
PC
General & Unrestricted
2500
TEMPLE ISRAEL OF HOLLYWOOD
7300 HOLLYWOOD BLVD
LOS ANGELES
CA
90046
N/A
PC
Briskin Elementary School
107872
TEMPLE ISRAEL OF HOLLYWOOD
7300 HOLLYWOOD BLVD
LOS ANGELES
CA
90046
N/A
PC
Bay-Nimoy ECC program
25000
THE ACTORS FUND OF AMERICA
729 7TH AVENUE 10TH FL
NEW YORK
NY
10019
N/A
PC
Essential Campaign: Supporting a life in the arts
333000
THE ACTORS FUND OF AMERICA
729 7TH AVENUE 10TH FL
NEW YORK
NY
10019
N/A
PC
Charitable Event
50000
THE GIVING SPIRIT
11693 SAN VICENTE BLVD 113
LOS ANGELES
CA
90049
N/A
PC
General & Unrestricted
15000
THE MAPLE COUNSELING CENTER
1945 S LA CIENEGA BLVD
LOS ANGELES
CA
90034
N/A
PC
Charitable Event
5000
THE PALEY CENTER FOR MEDIA
25 WEST 52 ST
NEW YORK
NY
10019
N/A
PC
General & Unrestricted
12500
THE PALEY CENTER FOR MEDIA
25 WEST 52 ST
NEW YORK
NY
10019
N/A
PC
The Peter Roth Internship Program
100000
UNITED WAY OF NORTH CAROLINA
1130 KILDAIRE FARM RD STE 100
CARY
NC
27511
N/A
PC
to assist individuals and families impacted by Hurricane Helene in western NC
5000
VENICE FAMILY CLINIC FOUNDATION
604 ROSE AVE
VENICE
CA
90291
N/A
PC
Charitable Event
2500
VILLAGE SCHOOL INC
780 SWARTHMORE AVE
PACIFIC PLSDS
CA
90272
N/A
PC
The Village Fund
25000
1212372
14
10086
14
77780
18
294522
382388
382388
false
false
false
false
false
false
false
false
false
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X
X
1
Gregory Berlanti Living Trust
9100 Wilshire Blvd STE 1000W
Beverly Hills
CA
90212
600137
X
1
NVIDIA CORP NVDA, 354 sh.
306145
2024-03-11
1
ALPHABET INC CL A GOOGL, 1673 sh.
293992
2024-11-20
AIR LEASE CORP SER A MTN - 5.8
28426
28699
AMERICAN EXPRESS CO - 2.550% -
32412
33511
AMERICAN HONDA FIN CORP SER A
31545
32448
AON NORTH AMERICA INC - 5.300%
18029
18076
APPLE INC - 2.900% - 09/12/202
29551
29816
BANK AMER CORP MEDIUM - 3.974%
15112
15340
BANK NEW YORK MELLONCORP - 4.9
14820
14704
BANK NOVA SCOTIA - 5.650% - 02
25689
25468
BANK OF AMERICA CORP - 2.496%
12006
12308
BRISTOL-MYERS SQUIBBCO SER C -
35265
36218
CITIGROUP INC NOTE - 3.980% -
27310
27695
CROWN CASTLE INC - 5.000% - 01
12970
12987
CVS HEALTH COPR - 5.300% - 06/
12984
12465
DEERE JOHN CAPITAL CORP SER H
36492
36876
DISNEY WALT CO - 1.750% - 01/1
35835
37957
FLORIDA PWR < CO BOND CALL M
40678
41589
GEN MILLS - 5.950% - 04/04/203
9030
9045
HUMANA INC - 5.950% - 03/15/20
12714
12085
JP MORGAN CHASE - 3.900% - 07/
32462
32883
KINDER MORGAN ENERGY PRTNRS LP
12170
12079
MORGAN STANLEY MTN - 2.475% -
25143
25728
NASDAQ - 5.550% - 02/15/2034
10120
10093
NVIDIA CORP - 2.850% - 04/01/2
37604
40314
ORACLE CORP NOTE - 3.850% - 07
8542
8570
PEPSICO - 2.375% - 10/06/2026
35032
35752
PFIZER INC - 3.000% - 12/15/20
8701
8756
PNC FINL SVCS - 5.068% - 01/24
12713
12656
REALTY INCOME COPR - 5.125% -
24766
24501
ROYAL BK CDA - 5.150% - 02/01/
8977
8895
TRANS-CANADA PIPELINES - 4.625
14141
13958
TRUIST FINANCIAL CORP SER G -
12873
12935
UNITEDHEALTH GROUP INC FXD RT
35586
36456
US BANCORP - 4.839% - 02/01/20
12444
12447
GOLDMAN SACHS HIGH YIELD FUND
206993
208304
ISHARES CURRENCY HEDGED MSCI E
144851
153282
ISHARES RUSSELL 2000
70780
78220
ISHARES TRUST MSCI EAFE INDEX
152466
150086
SPDR S&P 500 ETF TRUST
803498
937728
VANGUARD FTSE EMERGING MARKETS
40583
43379
622614
618428
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, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,212,372. This amount represents 25% or more of the Foundation's net assets of $3,474,865 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. 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.
Document Review/Drafting
219
219
Administrative Fees
19421
19421
Bank Charges
9
9
Indemnification Insurance
3882
3882
Payroll Processing Fees
180
180
Postage/Delivery Service
79
79
State or Local Filing Fees
250
250
Investment Management Services
4499
4499
990-PF Estimated Tax for 2024
5200
990-PF Excise Tax for 2023
4320
Foreign Tax Paid
50
50