2024-04-11T13:05:09-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 371224611 The Gerald D and Helen M Stephens Foundation % Foundation Source GERA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Angela Larson Vice President 8008391754 2024-03-25 true Angela Larson 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X X 39589453 X 5300000 205042 205042 696783 696783 341828 1287802 341828 6543653 1243653 0 1200 0 0 1200 3990 0 0 3990 18292 18292 23479 119 52066 52066 99027 18411 0 57256 60000 60000 159027 18411 0 117256 6384626 1225242 4748418 4904859 4904859 2031 2031 2031 739630 758778 19338303 23239392 32291101 1585435 1632684 24086721 30471347 39589453 0 0 X 24086721 30471347 24086721 30471347 24086721 30471347 24086721 6384626 30471347 30471347 Publicly-traded Securities 1287802 945974 341828 341828 341828 17031 17031 17031 6700 0 6700 X 136 10467 false false false false false false false true true IL true false true false false true N/A 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 Jenni Krupiarz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Angela M Larson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP, Treas 1.0 0 0 0 Jeffrey Stephens Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Jo Lee Stephens Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 51753 31030906 4681041 0 35711947 0 35711947 535679 35176268 1758813 1758813 17031 17031 1741782 1741782 1741782 117256 0 0 0 0 117256 1741782 2021 2020 2019 185930 185930 117256 117256 0 185930 185930 1438596 JEFFREY STEPHENS X EASTERSEALS CENTRAL ILLINOIS 507 E ARMSTRONG AVE PEORIA IL 61603 N/A PC General & Unrestricted 50000 SAVANNAH BOOK FESTIVAL INC 37 W FAIRMONT AVE STE 216 SAVANNAH GA 31406 N/A PC General & Unrestricted 10000 60000 14 205042 14 696783 18 341828 1243653 1243653 false false false false false false false false false false X X 1 Gerald D Stephens Marital Trust c/o Angie Larson PO Box 469 Morton IL 61550 2300000 X 2 Helen M Stephens Irrevocable Trust c/o Angie Larson PO Box 469 Morton IL 61550 3000000 X Tax Return Preparation/Review 3990 3990 ABBVIE INC - 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DISCOVERY, INC 5200 4711 WATERS CORP 5292 6228 WEG SA BRAZIL SPONSORED ADR 3003 3080 WELLS FARGO & CO 14772 17424 WESCO INTL INC 8226 8969 WESTINGHOUSE AIR BRAKE TECHNOL 8259 9331 WEX, INC 4870 4985 WHIRLPOOL CORP 3276 2921 WILLSCOT MOBILE MINI CL A 3981 4253 WINGSTOP INC 2650 4103 WORKDAY INC 5640 6576 WUXI BIOLOGICS INC ADR 1743 1118 XENON PHARMACEUTICALS 1292 1560 XINYI SOLAR HOLDINGS ADR 866 605 ZOETIS INC 6975 7382 739630 758778 Document Review/Drafting 1200 1200 Administrative Fees 51753 51753 Registered Agent Fee 257 257 State or Local Filing Fees 56 56 Investment Management Services 18292 18292 Gerald D Stephens Marital Trust c/o Angie Larson PO Box 469 Morton IL 61550 Helen M Stephens Irrevocable Trust c/o Angie Larson PO Box 469 Morton IL 61550 990-PF Estimated Tax for 2023 6700 990-PF Excise Tax for 2022 16660 Foreign Tax Paid 119 119