2025-10-23T06:38:24-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 222518063 The Morris & Sylvia Trachten Family Foundation % FOUNDATION SOURCE MORR 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Vicki Trachten-Schwartz President 8008391754 2025-10-15 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 7206552 X 6000 6714 6714 90689 90689 223591 1010952 223591 48853 48853 375847 369847 0 36474 36474 1701 101 18896 18896 54274 27649 26625 111345 64224 45521 424290 424290 535635 64224 469811 -159788 305623 0 315830 256193 256193 745780 906706 914575 2501956 2216131 4297192 1008037 1032785 1738592 4571603 4411815 7206552 0 0 X 4571603 4411815 4571603 4411815 4571603 4411815 4571603 -159788 4411815 4411815 Publicly-traded Securities 1010952 791365 219587 219587 Passthrough K1 Capital Gain/(Loss) 4004 223591 4248 4248 4248 208 0 4200 4408 X 0 160 160 false false false false false false false true true CT true false false false false true N/A FOUNDATION SOURCE 8008391754 501 SILVERSIDE ROAD SUITE 123 WILMINGTON DE 198091377 false false false false true false false false false false false false false false false false false false false false false false David Trachten Foundation Source 501 Silverside Rd Wilmington DE 198091377 Chairman of the Board, Trustee 1.0 0 0 0 Gary Trachten Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Trustee 1.0 0 0 0 Vicki Trachten-Schwartz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Trustee 1.0 0 0 0 Roberta Trachten-Zeve Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Treas 1.0 0 0 0 Margo Zeve Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 5303617 222225 1738592 7264434 0 7264434 108967 7155467 357773 357773 4248 4248 353525 353525 353525 469811 0 0 0 0 469811 353525 13124 48467 53596 35019 150206 469811 353525 116286 266492 0 13124 253368 48467 53596 35019 116286 VICKI TRACHTEN-SCHWARTZ X 70 FACES MEDIA INC 520 8TH AVE NO 4TH FL NEW YORK NY 10018 N/A PC General & Unrestricted 360 ALLIANCE FOR CHILDRENS RIGHTS 4525 WILSHIRE BLVD STE 150 LOS ANGELES CA 90010 N/A PC Alliance of Moms (AOM) 120 AMERICAN FRIENDS OF JORDAN RIVER VILLAGE FOUNDATIO 244 MADISON AVE STE 482 NEW YORK NY 10016 N/A PC General & Unrestricted 1800 AMERICAN FRIENDS OF NATAL INC 1120 AVE OF THE AMERICAS 4TH FL NEW YORK NY 10036 N/A PC General & Unrestricted 680 ANTI-DEFAMATION LEAGUE OF BNAI BRITH - CONNECTICUT 1952 WHITNEY AVE 3RD FL HAMDEN CT 06517 N/A PC General & Unrestricted 1000 BOYS AND GIRLS CLUB OF LAGUNA BEACH 1085 LAGUNA CANYON RD LAGUNA BEACH CA 92651 N/A PC General & Unrestricted 100 CHABAD CENTER AT UNIVERSITY OF COLORADO INC 909 14TH ST BOULDER CO 80302 N/A PC Charitable Event 3600 CHABAD JEWISH CENTER OF DANA POINT 33802 BRIDGEHAMPTON DR DANA POINT CA 92629 N/A PC Charitable Event 360 CHABAD JEWISH CENTER OF DANA POINT 33802 BRIDGEHAMPTON DR DANA POINT CA 92629 N/A PC General & Unrestricted 1000 CHEBRA AGUDAS ACHIM CHESED SHEL EMETH 125 MAIDEN LN RM 5B NEW YORK NY 10038 N/A PC General & Unrestricted 360 CONGREGATION B'NAI JACOB 75 RIMMON RD WOODBRIDGE CT 06525 N/A PC Rabbi's Discetionary Fund 360 CONGREGATION BETH ISRAEL 232 ORCHARD ST NEW HAVEN CT 06511 N/A PC General & Unrestricted 3600 DOWNTOWN EVENING SOUP KITCHEN INC PO BOX 1478 NEW HAVEN CT 06506 N/A PC General & Unrestricted 150 EZRA ACADEMY OF GREATER NEW HAVEN INCORPORATED 75 RIMMON RD WOODBRIDGE CT 06525 N/A PC General & Unrestricted 1000 EZRAT ISRAEL INC 806 EASTERN PKWY BROOKLYN NY 11213 N/A PC the "Good Campaign" 250 FEEDING AMERICA 161 N CLARK ST SUITE 700 CHICAGO IL 60601 N/A PC General & Unrestricted 200 FORWARD ASSOC INC 125 MAIDEN LN 8TH FL NEW YORK NY 10038 N/A PC General & Unrestricted 180 FRIENDS OF THE ISRAEL DEFENSE FORCES PO BOX 4224 NEW YORK NY 10163 N/A PC General & Unrestricted 1800 FRIENDS OF UNITED HATZALAH INC PO BOX 24666 NEW YORK NY 10087 N/A PC General & Unrestricted 180 GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BLVD MIAMI FL 33137 N/A PC Israel Emergency Fund 1800 HABITAT FOR HUMANITY INTERNATIONAL INC 37 UNION ST NEW HAVEN CT 06511 N/A PC General & Unrestricted 100 HAND IN HAND AMERICAN FRIENDS OF CNTR FOR JEWISH-A PO BOX 80102 PORTLAND OR 97280 N/A PC General & Unrestricted 500 HIAS INC PO BOX 97077 WASHINGTON DC 20090 N/A PC General & Unrestricted 1000 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 54 N EAGLEVILLE RD STORRS CT 06268 N/A PC General & Unrestricted 1000 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 213 BAY STATE RD BOSTON MA 02215 N/A PC General & Unrestricted 540 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 925 WESTCHESTER AVE STE 200 WHITE PLAINS NY 10604 N/A PC General & Unrestricted 1800 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 1 FEDERATION WAY STE 205 IRVINE CA 92603 N/A PC General & Unrestricted 1800 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 4745 17TH AVE NE SEATTLE WA 98105 N/A PC General & Unrestricted 360 HOLOCAUST AND HUMAN RIGHTS EDUCATION CENTER 4 W RED OAK LN WHITE PLAINS NY 10604 N/A PC General & Unrestricted 360 INDIANA UNIVERSITY HILLEL 730 E 3RD ST BLOOMINGTON IN 47401 N/A PC General & Unrestricted 360 IRVINE COMMUNITY MIKVEH INC 3900 MICHELSON DR IRVINE CA 92612 N/A PC General & Unrestricted 100 ISRAELI-AMERICAN COUNCIL 6530 WINNETKA AVE WOODLAND HLS CA 91367 N/A PC Orange County programs 1800 JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL 633 3RD AVE 21ST FL NEW YORK NY 10017 N/A PC For NATAL to the trauma center for war and related trauma in Tel Aviv 1800 JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL 633 3RD AVE 21ST FL NEW YORK NY 10017 N/A PC to the Jordan River Village for all Israelis for care, nurturing, housing, feeding and trauma 14400 JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL 633 3RD AVE 21ST FL NEW YORK NY 10017 N/A PC ForJordon River Village overnight camp in the Galilee towards a bomb shelter 25000 JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL 633 3RD AVE 21ST FL NEW YORK NY 10017 N/A PC to IDF soldiers BBQ, music, support cooked and served by volunteers to Chabad Katamon Fun Truck 210 JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL 633 3RD AVE 21ST FL NEW YORK NY 10017 N/A PC for Afula, Hurfesh Druse Village, and the Esther Romm Garden Tsefat 26600 JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL 633 3RD AVE 21ST FL NEW YORK NY 10017 N/A PC Hadassah Hospital Trauma Center 1800 JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL 633 3RD AVE 21ST FL NEW YORK NY 10017 N/A PC To Ashkelon Family Nest post October 7th/acute trauma, counseling daily workshops/child care and food 10000 JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL 633 3RD AVE 21ST FL NEW YORK NY 10017 N/A PC To provide funding to Hashmer Ha'Chadash Environmental and Farming Land Management High School Education Programs at boarding schools and nationwide programs 18000 JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL 633 3RD AVE 21ST FL NEW YORK NY 10017 N/A PC ForNitzana SELA/MASA Aliyah Education/Bedouin High School, Emergency Housing for Displaced Israelis 50000 JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL 633 3RD AVE 21ST FL NEW YORK NY 10017 N/A PC The Victims of Terror Fund 1800 JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL 633 3RD AVE 21ST FL NEW YORK NY 10017 N/A PC For Leket Israel 10000 JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL 633 3RD AVE 21ST FL NEW YORK NY 10017 N/A PC for expanded emergency counseling/therapy in the Negev/Eshkol Region for the Eshkol Resilience Center (Partnership Jew Agency/JNF USA) 20000 JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL 633 3RD AVE 21ST FL NEW YORK NY 10017 N/A PC Amit Jr. and Sr. Kamah School in Yerucham STEM Technology Program 25000 JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL 633 3RD AVE 21ST FL NEW YORK NY 10017 N/A PC Magen David Adom Ambulance Medical Emergency Services 1000 JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL 633 3RD AVE 21ST FL NEW YORK NY 10017 N/A PC the Israel Fellow Sheliach Program 25000 JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL 633 3RD AVE 21ST FL NEW YORK NY 10017 N/A PC Youth Village Graduate High School Scholarship Fund 6000 JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL 633 3RD AVE 21ST FL NEW YORK NY 10017 N/A PC Maker Rooms at the Ben Yakir Youth Village/Kefar Haroeh 25000 JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL 633 3RD AVE 21ST FL NEW YORK NY 10017 N/A PC Charitable Event 3600 JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL 633 3RD AVE 21ST FL NEW YORK NY 10017 N/A PC To support the Youth Village Bicycle Programs for new students housed at Youth Villages 10000 JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL 633 3RD AVE 21ST FL NEW YORK NY 10017 N/A PC Israel Tennis Center Scholarship Fund 18000 JEWISH COLLABORATIVE OF ORANGE COUNTY 2913 EL CAMINO REAL 701 TUSTIN CA 92782 N/A PC Kosher Dill Pickleball 1000 JEWISH COLLABORATIVE OF ORANGE COUNTY 2913 EL CAMINO REAL 701 TUSTIN CA 92782 N/A PC General & Unrestricted 3600 JEWISH COMMUNITY CENTER OF ORANGE COUNTY 1 FEDERATION WAY STE 200 IRVINE CA 92603 N/A PC General & Unrestricted 180 JEWISH FAMILY SERVICE OF GREATER NEW HAVEN INC 1440 WHALLEY AVE STE 2 NEW HAVEN CT 06515 N/A PC General & Unrestricted 360 JEWISH FAMILY SERVICE OF LOS ANGELES 330 N FAIRFAX AVE LOS ANGELES CA 90036 N/A PC General & Unrestricted 360 JEWISH FEDERATION OF PALM SPRINGS AND DESERT AREA 69710 HWY 111 RANCHO MIRAGE CA 92270 N/A PC General & Unrestricted 360 JEWISHCOLORADO 300 S DAHLIA ST STE 300 DENVER CO 80246 N/A PC for the Denver Academy of Torah & Flagship 1790 JEWISHCOLORADO 300 S DAHLIA ST STE 300 DENVER CO 80246 N/A PC General & Unrestricted 1800 JOIN ISRAEL INC 135 ROCKAWAY TPKE STE 101 LAWRENCE NY 11559 N/A PC Lifeline for Seniors 1800 JORDAN PORCO FOUNDATION 415 SILAS DEANE HWY STE 304B WETHERSFIELD CT 06109 N/A PC General & Unrestricted 100 LAGUNA ART MUSEUM 307 CLIFF DR LAGUNA BEACH CA 92651 N/A PC General & Unrestricted 100 LAGUNA BEACH OCEAN LIFEGUARD FOUNDATION INC 1278 GLENNEYRE ST 32 LAGUNA BEACH CA 92651 N/A PC General & Unrestricted 100 MAZON INC A JEWISH RESPONSE TO HUNGER PO BOX 6095 ALBERT LEA MN 56007 N/A PC General & Unrestricted 360 NEW HAVEN HEBREW DAY SCHOOL INC 261 DERBY AVE ORANGE CT 06477 N/A PC Charitable Event 770 ORANGE COUNTY JEWISH COMMUNITY SCHOLAR PROGRAM 5 KLAMATH IRVINE CA 92612 N/A PC General & Unrestricted 100 ORANGE COUNTY UNITED WAY 18012 MITCHELL AVE SOUTH IRVINE CA 92614 N/A PC General & Unrestricted 100 OUR BIG KITCHEN LOS ANGELES 8657 W PICO BLVD LOS ANGELES CA 90035 N/A PC General & Unrestricted 360 PLANNED PARENTHOOD-ORANGE AND SAN BERNARDINO COUNT 801 E KATELLA AVE ANAHEIM CA 92805 N/A PC General & Unrestricted 200 SAVE THE CHILDREN FEDERATION INC 501 KINGS HWY EAST STE 400 FAIRFIELD CT 06825 N/A PC General & Unrestricted 1100 SECOND HARVEST FOOD BANK OF ORANGE COUNTY INC 8014 MARINE WAY IRVINE CA 92618 N/A PC General & Unrestricted 100 SIMON WIESENTHAL CENTER INC 1399 ROXBURY DR LOS ANGELES CA 90035 N/A PC General & Unrestricted 500 SPECIAL OLYMPICS CONNECTICUT INC 2666 STATE ST STE 1 HAMDEN CT 06517 N/A PC General & Unrestricted 100 ST JUDE CHILDRENS RESEARCH HOSPITAL INC 501 ST JUDE PL MEMPHIS TN 38105 N/A PC General & Unrestricted 360 STANDWITHUS 6505 WILSHIRE BLVD LOS ANGELES CA 90048 N/A PC General & Unrestricted 360 THE ISRAEL BRIDGE 209 COCONUT KEY DR PALM BCH GDNS FL 33418 N/A PC General & Unrestricted 360 THE JEWISH FEDERATION OF GREATER NEW HAVEN INC 360 AMITY RD WOODBRIDGE CT 06525 N/A PC General & Unrestricted 82000 THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 475 RIVERSIDE DR STE 1450 NEW YORK NY 10115 N/A PC General & Unrestricted 360 WESTCHESTER JEWISH COMMUNITY SERVICES INC 845 N BROADWAY WHITE PLAINS NY 10603 N/A PC support for distinct emergency needs of people in the community 3600 ZAKA 622 E 8TH ST BROOKLYN NY 11218 N/A PC General & Unrestricted 180 424290 14 6714 14 90689 18 223591 K-1 Inc/Loss 14 48393 CLASS ACTION LAWSUIT PROCEEDS 01 460 369847 369847 false false false false false false false false false false X X 1 Zeve Margo 807 1/2 N McCadden Place Los Angeles CA 90038 6000 X REASONABLE CAUSE STATEMENT REASONABLE CAUSE STATEMENT We respectfully request that The Morris & Sylvia Trachten Family Foundation's quarterly estimated taxes for taxable year ending December 31, 2024 be treated as timely and request that the $49 penalty indicated on Form 2220 be abated because the underpayments in Q's 2, 3 , and 4 were due to reasonable cause. Treasury Regulations Sec 301.6651-1(c)(1) defines reasonable by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to calculate its quarterly estimates for tax period ending December 31, 2024. The firm's software incorrectly indicated that no quarterly estimates should be calculated for the foundation. The underpayment was no fault of the foundation's and the firm has corrected its tracking software to ensure that the foundation's makes necessary estimated tax payments for future quarters. We believe that the underpayment was due to reasonable cause and in no way due to an intentional disregard for the rules, and respectfully request that no 2220 penalty be assessed. ABBOTT LABS 37759 57920 ACCENTURE PLC 31260 63674 AKAMAI TECH COM STK 32989 39695 ALBEMARLE CP 22797 28568 ALPHABET INC CL A 13793 45432 ALPHABET INC CL C 12840 53505 AON PLC CL A 37687 71237 APPLE INC 15034 67132 ASSURANT INC 34198 67454 BANK OF AMERICA CORP 43200 73187 BERKLEY W R CP 26865 63664 BERKSHIRE HATHAWAY INC. 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