2026-04-03T08:15:43-04:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 262000207 Tyler Gilbert Heart Transplant Survivor's Foundation % Foundation Source TYLE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Daniel Gilbert President 8008391754 2026-03-10 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 2819517 X 0 X 119 119 60449 60449 231308 321727 231308 291876 291876 0 7387 5486 1901 4321 981 13596 1 13595 25304 6468 15496 103000 103000 128304 6468 118496 163572 285408 0 16327 21337 21337 1144081 1302643 2798180 1160408 1323980 2819517 0 0 X 1160408 1323980 1160408 1323980 1160408 1323980 1160408 163572 1323980 1323980 Publicly-traded Securities 321727 90419 231308 231308 231308 3967 3967 3967 2300 0 2300 X 0 1667 0 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 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 2649288 18494 0 2667782 0 2667782 40017 2627765 131388 131388 3967 3967 127421 127421 127421 118496 0 0 0 0 118496 127421 108262 118496 108262 10234 0 0 117187 0 0 NONE X ENDURING HEARTS INC 1205 JOHNSON FERRY RD STE 136 MARIETTA GA 30068 N/A PC General & Unrestricted 30000 EQUITY IN HEART TRANSPLANT PROJECT INC 867 BOYLSTON ST STE 500 BOSTON MA 02116 N/A PC General & Unrestricted 6000 MAKE-A-WISH FOUNDATION OF ORANGE COUNTY 3230 EL CAMINO REAL STE 100 IRVINE CA 92602 N/A PC General & Unrestricted 5000 PEARL CHURCH 721 NW 9TH AVE STE 225 PORTLAND OR 97209 N/A PC General & Unrestricted 2000 REGENTS OF THE UNIVERSITY OF LOS ANGELES 10945 LE CONTE AVE SUITE 3132 LOS ANGELES CA 90095 N/A PC General & Unrestricted 55000 TRANSPLANT FOUNDATION INC 600 17TH ST SUITE 2515S DENVER CO 80202 N/A PC General & Unrestricted 5000 103000 14 119 14 60449 18 231308 291876 291876 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, 2025, THE FOUNDATION PAID $7,387 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 195739 AVANTIS US SMALL CAP VALUE ETF 120788 130025 BERKSHIRE HATHAWAY INC. CLASS 65284 449369 CHEVRON CORP 14442 14343 COHEN & STEERS QLTY INCM RLTY 113703 152937 ENBRIDGE INC 33686 47830 FIDELITY TOTAL BOND ETF 57634 58599 GRAYSCALE BITCOIN TR BTC SHS A 8148 34180 INFRACAP REIT PREFERRED ETF 57287 50117 INVESCO PREFERRED ETF 14428 22480 ISHARES EMERGING MARKETS DIVID 68844 81911 ISHARES INTERNATIONAL DEVELOPE 79659 84074 KAYNE ANDERSON MLP INV CO 39875 68090 MARKET VECTORS - GOLD MINERS E 47791 132086 MICROSOFT CORP 11390 236974 MOTLEY FOOL 100 INDEX 41478 54545 MOTLEY FOOL GLOBAL OPP ETF 42724 51936 NOVARTIS AG ADR 7638 13787 PALANTIR TECHNOLOGIES INC 20149 62213 PIMCO DYNAMIC INCOME OPPORTUNI 45140 50516 POWERSHARES SHORT QQQ NASDAQ 9891 9060 PUBLIC STORAGE DEP 21574 14800 SPDR GOLD SHARES 11094 23779 VANECK CLO ETF 21464 21393 VANGUARD DIVIDEND APPRECIATION 116940 288114 VANGUARD FTSE EMERGING MARKETS 30935 44471 VANGUARD INTL DIVDEND APPREC 59768 71851 VISA INC 19205 70142 WHEATON PRECIOUS METALS CORP 25509 176280 YACKTMAN FUND, INC 84417 86539 Administrative Fees 13570 13570 Bank Charges 1 1 State or Local Filing Fees 25 25 Administration of Foundation 1901 1901 Investment Management Services 5486 5486 990-PF Estimated Tax for 2025 2300 990-PF Excise Tax for 2024 1040 Foreign Tax Paid 981 981