2025-04-10T08:45:30-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 262000207 Tyler Gilbert Heart Transplant Survivor's Foundation % Foundation Source TYLE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 DANIEL GILBERT PRESIDENT 8008391754 2025-04-04 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 2418793 X 0 X 127 127 67159 67159 117158 286114 117158 184444 184444 0 27637 20642 6995 2556 956 13330 1 13329 43523 21599 20324 71000 71000 114523 21599 91324 69921 162845 26223 16327 16327 1064264 1144081 2402466 1090487 1160408 2418793 0 0 X 1090487 1160408 1090487 1160408 1090487 1160408 1090487 69921 1160408 1160408 Publicly-traded Securities 286114 168956 117158 117158 117158 2264 2264 2264 1224 0 1224 X 0 1040 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 CT 198091377 false false false true true false false false false false false false false false false false false false false false false false Daniel Leigh Gilbert Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 3.0 0 0 0 2322634 16694 0 2339328 0 2339328 35090 2304238 115212 115212 2264 2264 112948 112948 112948 91324 0 0 0 0 91324 112948 86638 91324 86638 4686 0 0 108262 0 0 NONE X MAKE-A-WISH FOUNDATION OF ORANGE COUNTY 3230 EL CAMINO REAL STE 100 IRVINE CA 92602 N/A PC General & Unrestricted 8000 OREGON FOOD BANK INC 7900 NE 33RD DR PORTLAND OR 97211 N/A PC General & Unrestricted 3000 PEARL CHURCH 721 NW 9TH AVE STE 225 PORTLAND OR 97209 N/A PC General & Unrestricted 1000 REGENTS OF THE UNIVERSITY OF LOS ANGELES 10945 LE CONTE AVE SUITE 3132 LOS ANGELES CA 90095 N/A PC General & Unrestricted 59000 71000 14 127 14 67159 18 117158 184444 184444 false false false false false false false false false false Daniel Leigh Gilbert *DANIEL LEIGH GILBERT, PRESIDENT/DIRECTOR/SECRETARY OF TYLER GILBERT HEART TRANSPLANT SURVIVOR'S FOUNDATION (THE "FOUNDATION"), IS AN OWNER OF GILBERT VALUATIONS, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND ADMINISTRATIVE SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2024, THE FOUNDATION PAID $27,637 FOR INVESTMENT MANAGEMENT AND ADMINISTRATIVE SERVICES RENDERED BY SUCH A DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND ADMINISTRATIVE SERVICES FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. APPLE INC 11758 180302 AVANTIS US SMALL CAP VALUE ETF 43852 48265 BERKSHIRE HATHAWAY INC. CLASS 78622 512206 CAMBRIA ETF TR SHAREHOLDER YIE 22176 20541 COHEN & STEERS QLTY INCM RLTY 108447 158834 ENBRIDGE INC 33686 42430 FIDELITY TOTAL BOND ETF 54984 54509 GRAYSCALE BITCOIN TR BTC SHS A 8148 37010 INFRACAP REIT PREFERRED ETF 53447 47591 INVESCO PREFERRED ETF 14428 23060 ISHARES EMERGING MARKETS DIVID 64214 63788 KAYNE ANDERSON MLP INV CO 39875 69905 MARKET VECTORS - GOLD MINERS E 59443 69176 MICROSOFT CORP 12785 231825 MOTLEY FOOL 100 INDEX 31746 36072 MOTLEY FOOL GLOBAL OPP ETF 42584 48652 NOVARTIS AG ADR 7638 9731 PALANTIR TECHNOLOGIES INC 20149 26471 PIMCO DYNAMIC INCOME OPPORTUNI 45140 49604 PUBLIC STORAGE DEP 21574 15528 SELECT SECTOR SPDR ENERGY FUND 13115 12849 SPDR GOLD SHARES 39837 75060 VANGUARD DIVIDEND APPRECIATION 112325 252365 VANGUARD FTSE EMERGING MARKETS 29722 35422 VANGUARD INTL DIVDEND APPREC 58249 61478 VISA INC 19205 63208 WHEATON PRECIOUS METALS CORP 25509 84360 YACKTMAN FUND, INC 71423 72224 Administrative Fees 13304 13304 Bank Charges 1 1 State or Local Filing Fees 25 25 Administration of Foundation 6995 6995 Investment Management Services 20642 20642 990-PF Estimated Tax for 2024 1200 990-PF Extension for 2023 400 Foreign Tax Paid 956 956