2025-08-13T09:13:20-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 883642397 The Upbeat Charitable Foundation % Foundation Source UPBE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Monique Butler President 8008391754 2025-08-08 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 1293037 X 450000 8286 8286 30751 30751 88913 3100776 88913 577950 127950 0 200 14589 100 14489 14789 100 14489 8000 8000 22789 100 22489 555161 127850 0 428754 336167 336167 32362 32632 357049 972742 924238 785803 1341271 1293037 1076 1383 1076 1383 X 784727 1339888 784727 1339888 785803 1341271 784727 555161 1339888 1339888 Publicly-traded Securities 3100776 3011863 88913 88913 88913 1777 1777 1777 0 1900 1900 X 16 107 107 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 David G Butler Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Monique Butler Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Treas 1.0 0 0 0 673149 195829 0 868978 0 868978 13035 855943 42797 42797 1777 1777 41020 41020 41020 22489 0 0 0 0 22489 41020 5804 22489 5804 16685 0 0 24335 0 0 David G Butler Monique Butler X DMHS PERFORMING ARTS ASSOCIATION INC 1224 DEL MAR AVE SAN JOSE CA 95128 N/A PC General & Unrestricted 6500 THE EDUCATION FOUNDATION FOR JOINT SCHOOL DISTRICT 1303 E CENTRAL DR MERIDIAN ID 83642 N/A PC Eagle High School's Drama Department Fund 1500 8000 14 8286 14 30751 18 88913 127950 127950 false false false false false false false false false false X X 1 David and Monique Butler 372 S Eagle Rd Suite 105 Eagle ID 83616 450000 X 3M CO 27018 26349 ALTRIA GROUP INC 33559 31801 AT&T, INC 13175 16868 BANK OF AMERICA CORP 31737 31048 BERKSHIRE HATHAWAY INC. CLASS 4618 6799 BRISTOL-MYERS SQUIBB CO 23754 23447 CAMPBELL SOUP CO 4411 4289 CHEVRON CORP 29976 28968 CISCO SYSTEMS INC 12245 12212 CITIGROUP INC 21502 21672 CONSOLIDATED EDISON INC 17966 18315 DEVON ENERGY CORPORATION 57510 49914 EXXON MOBIL CORP 36436 32924 FORD MOTOR COMPANY 2094 1993 GLOBAL X S&P 500 COVERED CALL 4872 5130 HP INC 17870 16472 INVESCO FINANCIAL PREFERRED ET 5154 4956 INVESCO PREFERRED ETF 5374 5236 JOHNSON & JOHNSON 16443 14922 JPMORGAN EQUITY PREMIUM INCO 29720 30952 KINDER MORGAN INC 9524 14510 KRAFT HEINZ CO 34435 31430 LOWES COMPANIES INC 52543 49360 MEDICAL PROPERTIES TRUST, INC 3073 3090 NEOS S&P 500 HIGH INCOME ETF 10877 11472 NUVEEN REAL EST INCOME SERIES 4149 4683 PFIZER INC 39754 38162 PHILIP MORRIS INTL 52921 49397 PHILLIPS 66 52437 46287 PORSCHE AUTOMOBILE HOLDING SE 3595 3764 PROCTER GAMBLE CO 17422 16866 READY CAPITAL CORPORATION 8221 5395 REALTY INCOME CORP 17528 16837 SCHWAB US DIVIDEND EQUITY ETF 23181 25578 SIMPLIFY VOLATILITY PREMIUM ET 1000 1001 SOLVENTUM CORPORATION 8741 3303 SOUTHERN CO 16819 16744 STARBUCKS CORP COM 19153 18917 TARGET CORPORATION 26611 27147 THE COCA-COLA CO 47728 44021 TIDAL TR II YIELDMAX AAPL 1816 1881 TRUIST FINANCIAL CORPORATION 31734 30717 UNIV HEALTH REAL EST 12952 12025 US BANCORP 31484 29500 VERIZON COMMUNICATIONS 21112 20473 WALGREENS BOOTS ALLIANCE 25882 14840 YIELDSHARES HIGH INCOME 2616 2571 32362 32632 Administrative Fees 14464 14464 Bank Charges 100 100 State or Local Filing Fees 25 25 OUTSTANDING OPTIONS 1076 1383 990-PF Extension for 2023 200