2026-07-24T14:58:50-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 854101812 M David Lewis MD Family Foundation % Foundation Source MDAV 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 M David Lewis President 8008391754 2026-07-03 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X X 2722579 X 5178 37 37 26083 26083 152321 152321 23696 32862 263289 32862 216481 211303 0 21931 0 0 21931 4600 0 0 4600 12822 5676 7146 22802 21602 60089 11892 0 2015 2015 4688 2599 2010 66425 45135 21290 195372 86904 0 58992 70017 70017 265389 86904 0 129009 -48908 124399 0 12132 49212 49212 609754 583855 672841 1970310 290205 1740194 1680105 2000526 2362080 2313172 2722579 0 0 X 2362080 2313172 2362080 2313172 2362080 2313172 2362080 -48908 2313172 2313172 Publicly-traded Securities 263289 230427 32862 32862 32862 1729 1729 1729 1306 0 427 1733 X 0 4 4 0 false false false false false false false true true AZ CA 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 Teri Lee Lewis Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec 1.0 0 0 0 M David Lewis MD Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Treas 1.0 0 0 0 686382 36857 2000526 2723765 0 2723765 40856 2682909 134145 134145 1729 1729 132416 132416 132416 129009 0 0 0 0 129009 132416 106594 2023 2022 2021 129009 106594 22415 0 0 110001 0 0 M David Lewis MD Teri Lee Lewis X ANGELS AT RISK 115 BARRINGTON WALK LOS ANGELES CA 90049 N/A PC General & Unrestricted 1000 CURE THE CAUSE 23661 PACIFIC COAST HWY MALIBU CA 90265 N/A PC General & Unrestricted 5000 EDUCATION FOR ALL CHILDREN ONE NEW HAMPSHIRE AVE STE 125 PORTSMOUTH NH 03801 N/A PC General & Unrestricted 21595 HEALTHCARE FOR HOMELESS ANIMALS PO BOX 7401 THOUSAND OAKS CA 91359 N/A PC General & Unrestricted 1000 HIGHLAND HIGH SCHOOL FOOTBALLTOUCHDOWN CLUB 4658 E REDFIELD RD GILBERT AZ 85234 N/A PC General & Unrestricted 18713 SPRING BRANCH EDUCATION FOUNDATION 955 CAMPBELL RD HOUSTON TX 77024 N/A PC General & Unrestricted 3500 TLOMA GIVING 1404 E 2700 N NORTH LOGAN UT 84341 N/A PC General & Unrestricted 992 UNIVERSITY OF COLORADO FOUNDATION PO BOX 561690 DENVER CO 80256 N/A PC General & Unrestricted 5000 VIEWPOINT EDUCATIONAL FOUNDATION 23620 MULHOLLAND HWY CALABASAS CA 91302 N/A PC General & Unrestricted 5000 WAVESIDE CHURCH 5859 BONSALL DR MALIBU CA 90265 N/A PC General & Unrestricted (see general explanation) 8217 70017 14 37 14 26083 16 23719 18 32862 82701 82701 false false false false false false false false false false X X 1 M DAVID LEWIS MD PO Box 6150 Malibu CA 90264 5178 X General Consultations 4600 4600 BLDG IMP - JAVELIN 2020-12-28 1270 186 SL 27 46 46 0 BLDG IMP - JAVELIN 2020-12-28 0 0 SL 27 0 BLDG IMP - LUDGATE 2020-12-28 2583 380 SL 27 94 94 0 BLDG IMP - LUDGATE 2020-12-28 2240 327 SL 27 81 81 0 BLDG IMP - LUDGATE 2020-12-28 3779 554 SL 27 137 137 0 BLDG IMP - LUDGATE 2020-12-28 7494 1103 SL 27 273 273 0 BLDG IMP - LUDGATE 2020-12-28 6088 893 SL 27 221 221 0 BLDG IMP - LUDGATE 2023-09-15 6800 329 SL 27 247 247 0 BLDG IMP - LUDGATE 2023-04-18 6970 422 SL 27 253 253 0 BLDG IMP - LUDGATE 2023-08-14 5889 303 SL 27 214 214 0 BLDG IMP - MAYNARD 2021-12-15 295 295 SL 27 0 BLDG IMP - MAYNARD 2021-12-15 9000 8911 SL 27 89 89 0 BLDG IMP - MAYNARD 2021-12-15 4598 4092 SL 27 167 167 0 BLDG IMP - MAYNARD 2021-12-15 16787 11590 SL 27 610 610 0 BLDG IMP - MAYNARD 2021-12-15 7725 7019 SL 27 281 281 0 BUILDING - 1859 E 2022-12-22 350600 25498 SL 27 12749 12749 0 BUILDING - JAVELIN 2020-12-28 213730 31412 SL 27 7772 7772 0 BUILDING - LUDGATE 2020-12-28 760332 111744 SL 27 27648 27648 0 BUILDING - MAYNARD 2021-12-15 210539 23287 SL 27 7656 7656 0 BUILDING IMP - LUD 2024-12-17 6064 0 SL 27 221 221 0 EQUIP - DISHWASHER 2020-12-28 0 0 SL 5 EQUIP - STOVE - LU 2020-12-28 484 392 SL 5 92 92 0 LAND - 1859 E DUBO 2015-04-01 99000 0 L 0 LAND - JAVELINA 2020-12-28 40000 0 L 0 LAND - LUDGATE 2020-12-28 112000 0 L 0 LAND - MAYNARD 2021-12-15 62000 0 L 0 LUDGATE SHOWER 2024-10-03 10056 91 SL 27 366 366 0 LUDGATE WINDOWS 2024-06-13 9674 205 SL 27 352 352 0 ROOF - JAVELINA (D 2022-12-07 14313 1083 SL 27 520 520 0 WASHER/ DRYER - MA 2021-12-15 0 0 SL 5 0 IN-KIND GRANTS PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF THE PROJECTOR: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $3,217 TOTAL BOOK VALUE OF PROPERTY: $3,217 TOTAL CASH PORTION OF GRANTS: $5,000 TOTAL AMOUNT OF GRANTS: $8,217 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: PROJECTOR UNITS: 1 DATE OF DISTRIBUTION: 5/10/2025 GRANT RECIPIENT: WAVESIDE CHURCH FMV OF PROPERTY: $3,217 BOOK VALUE OF PROPERTY: $3,217 CASH PORTION OF GRANT: $5,000 TOTAL AMOUNT OF GRANT: $8,217 ALPHABET INC CL A 3857 7512 AMAZON COM 4770 7155 APPLE INC 2570 3262 ARISTA NETWORKS 5422 6289 ARTISAN INTERNATIONAL VALUE FU 21655 26131 BAIRD AGGREGATE BOND FUND CLAS 106747 107327 BROADCOM INC 727 5192 CAPITAL GROUP GROWTH ETF 40373 60656 COINBASE GLOBAL 3877 2940 COMMUNICATION SVCS SLCT SCTR S 3040 3414 DFA U.S. TARGETED VALUE PORTFO 3431 3968 DRIEHAUS EMERGING MARKETS GROW 19479 26527 ELI LILLY & CO 2984 4299 FINANCIAL SELECT SECTOR SPDR F 5863 7723 FULLER & THALER BEHAVIORAL SML 3300 3171 GOLDMAN SACHS ACTIVEBETA US LA 36501 49639 GOLDMAN SACHS GQG PARTNERS INT 17628 18483 GUGGENHEIM TOTAL RETURN BOND F 69205 70547 ISHARES MSCI EAFE VALUE INX 6297 7212 ISHARES S&P NORTH AMERICA TECH 9012 15887 MAINSTAY HIGH YIELD CORPORATE 17458 18318 MASTERCARD INC 4963 6851 MCKESSON CORP 1264 3281 META PLATFORMS INC 3354 5941 MICRON TECHNOLOGY 2322 5137 MICROSOFT CORP 4975 6771 PIMCO EMERGING MARKETS BOND IN 19061 20272 PIMCO INCOME FUND 51790 54013 PRUDENTIAL FLOATING RATE INCOM 32740 31951 SALESFORCE.COM 4066 4503 SELECT SECTOR SPDR UTILITIES 2377 2818 SELECT SECTOR SPDR-HEALTH CARE 4656 4954 SPDR DOUBLELINE TOTAL RETURN T 33653 33488 UBER 4302 5311 VANGUARD EQUITY INCOME - ADMIR 26414 26742 VISTRA ENERGY CORP 2422 2259 WAL-MART STORES INC 1300 2897 BLDG IMP - JAVELIN 1270 232 1038 1038 BLDG IMP - JAVELIN 0 0 0 BLDG IMP - LUDGATE 2583 474 2109 2109 BLDG IMP - LUDGATE 2240 408 1832 1832 BLDG IMP - LUDGATE 3779 691 3088 3088 BLDG IMP - LUDGATE 7494 1376 6118 6118 BLDG IMP - LUDGATE 6088 1114 4974 4974 BLDG IMP - LUDGATE 6800 576 6224 6224 BLDG IMP - LUDGATE 6970 675 6295 6295 BLDG IMP - LUDGATE 5889 517 5372 5372 BLDG IMP - MAYNARD 295 295 0 BLDG IMP - MAYNARD 9000 9000 0 BLDG IMP - MAYNARD 4598 4259 339 339 BLDG IMP - MAYNARD 16787 12200 4587 4587 BLDG IMP - MAYNARD 7725 7300 425 425 BUILDING - 1859 E 350600 38247 312353 360750 BUILDING - JAVELIN 213730 39184 174546 217202 BUILDING - LUDGATE 760332 139392 620940 792580 BUILDING - MAYNARD 210539 30943 179596 228610 BUILDING IMP - LUD 6064 221 5843 5843 EQUIP - DISHWASHER 0 0 0 0 EQUIP - STOVE - LU 484 484 0 LAND - 1859 E DUBO 99000 0 99000 102010 LAND - JAVELINA 40000 0 40000 41600 LAND - LUDGATE 112000 0 112000 116104 LAND - MAYNARD 62000 0 62000 62000 LUDGATE SHOWER 10056 457 9599 9599 LUDGATE WINDOWS 9674 557 9117 9117 ROOF - JAVELINA (D 14313 1603 12710 12710 WASHER/ DRYER - MA 0 0 0 0 General Consultations 21931 21931 Administrative Fees 17792 17792 Bank Charges 823 823 Cell Phone Expense 2102 2102 HOA FEES 1550 1550 Office Supplies 1043 1043 Postage/Delivery Service 59 59 Property insurance 11143 11143 Property Maintenance 31619 31619 State or Local Filing Fees 294 294 Administration of Foundation 2646 2646 Investment Management Services 5676 5676 PHILANTHROPIC CONSULTING SRVCS 4500 4500 990-PF Estimated Tax for 2025 1200 Property Taxes 21602 21602