2024-05-02T11:41:41-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 870848645 Tremont Charitable Foundation % Foundation Source TREM 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 KATHERINE FLEGAL PRESIDENT 8008391754 2024-04-29 true KATHERINE FLEGAL 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 428337 X 0 X 295 295 7851 7851 -29620 312630 64533 -21474 72679 0 4127 4127 850 18 9222 9222 14199 4145 9222 170000 170000 184199 4145 179222 -205673 68534 96071 44225 44225 487425 333598 384112 583496 377823 428337 0 0 X 583496 377823 583496 377823 583496 377823 583496 -205673 377823 377823 Publicly-traded Securities 312630 248097 64533 64533 64533 953 953 953 500 0 500 X 0 453 false false false false false false true 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 Katherine Flegal Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 John Spitzer Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas 1.0 0 0 0 429336 68437 0 497773 0 497773 7467 490306 24515 24515 953 953 23562 23562 23562 179222 0 0 0 0 179222 23562 2021 2020 2019 80250 80250 179222 23562 155660 235910 0 235910 80250 155660 NONE X ADVENTIST DEVELOPMENT AND RELIEF AGENCY INTERNATIO 12501 OLD COLUMBIA PIKE SILVER SPRING MD 20904 N/A PC General & Unrestricted 20000 AICARDI SYNDROME FOUNDATION 3426 MAJESTIC OAKS DR ST CHARLES IL 60174 N/A PC General & Unrestricted 50000 AMERICAN NEAR EAST REFUGEE AID INC 1111 14TH ST NW 400 WASHINGTON DC 20005 N/A PC General & Unrestricted 20000 CATHOLIC CHARITIES OF THE DIOCESE OF OAKLAND 433 JEFFERSON ST OAKLAND CA 94607 N/A PC General & Unrestricted 5000 EQUAL OPPORTUNITY SCHOOLS 5601 6TH AVE S STE 258 SEATTLE WA 98108 N/A PC General & Unrestricted 5000 LAKE MERRITT DANCE ORGANIZERS FOUNDATION INC 2614 LA CUESTA AVE OAKLAND CA 94611 N/A PC General & Unrestricted 5000 NEW ISRAEL FUND 235 MONTGOMERY ST STE 920 SAN FRANCISCO CA 94104 N/A PC Gisha Fund 10000 THE CENTER FOR SCIENTIFIC INTEGRITY INC 121 W 36TH ST STE 209 NEW YORK NY 10018 N/A PC General & Unrestricted 5000 UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION 1995 UNIVERSITY AVE STE 400 BERKELEY CA 94704 N/A PC UNDERGRADUATE Scholarship Fund 20000 UNIVERSITY OF CALIFORNIA MERCED FOUNDATION 5200 N LAKE ROAD MERCED CA 95343 N/A PC UNDERGRADUATE Scholarship Fund 20000 WIKIMEDIA FOUNDATION INC PO BOX 98204 WASHINGTON DC 20090 N/A PC General & Unrestricted 10000 170000 14 295 14 7851 18 -29620 -21474 -21474 false false false false false false false false false false ADOBE SYSTEMS, INC 8146 13125 AKAMAI TECH COM STK 13987 14320 ALCON INC 5311 5156 AMGEN INC 12320 13825 APPLE INC 5239 5776 AT&T, INC 10572 10739 CBRE GROUP 10871 13312 CHEVRON CORP 11601 10292 CHURCH & DWIGHT 7660 6997 COSTCO WHOLESALE CORPORATION 9773 11881 DANAHER CORP 6510 5321 DARDEN RESTAURANTS INC 4696 5586 ELEVANCE HEALTH INC 11071 9903 ELI LILLY & CO 6961 13990 GRAINGER W W INC 5647 9116 HONEYWELL INTL 11287 11953 INTUIT 10399 14376 JACOBS SOLUTIONS INC 13833 12071 JP MORGAN CHASE 10132 13098 KBW REGIONAL BANKING ETF 10679 7602 KEYSIGHT TECHNOLOGIES INC 10747 10977 LEAR CORP 5309 6072 LINDE PLC COM 9510 11911 MARRIOTT INTERNATIONAL INC. CL 10551 13756 MARTIN MARIETTA MATLS INC 9783 11974 MASCO CORP 10582 13329 MICROSOFT CORP 9521 11281 MONDRIAN INTERNATIONAL EQUITY 11337 12297 PACCAR INC 10878 14843 PEPSICO INC 10227 9511 PULTE GROUP INC 6736 15794 RALPH LAUREN CORP 5478 6489 THERMO FISHER SCIENTIFIC INC 11402 10616 US BANCORP 15542 14888 VERALTO CORPORATION 740 VISA INC 9300 11195 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $170,000. This amount represents 25% or more of the Foundation's net assets of $550,741 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 9197 9197 State or Local Filing Fees 25 25 Investment Management Services 4127 4127 990-PF Estimated Tax for 2023 500 990-PF Excise Tax for 2022 332 Foreign Tax Paid 18 18