2024-09-26T07:55:07-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 464228592 The Estes Family Foundation % Foundation Source ESTE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 timothy estes president 8008391754 2024-09-24 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-08-08 14:25:15Z X 207742 X 14665 X 403 403 6998 6998 -7401 319467 0 14665 7401 0 1745 1745 83 83 5166 99 5067 6994 1927 5067 45200 45200 52194 1927 50267 -37529 5474 46830 70647 70647 194268 132922 137095 241098 203569 207742 0 0 X 241098 203569 241098 203569 241098 203569 241098 -37529 203569 203569 Publicly-traded Securities 319467 326868 -7401 -7401 -7401 76 76 76 877 0 877 801 801 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 false false false false false false false false false false false true false false false false false false false Timothy R Estes Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec, Treas 1.0 0 0 0 164151 50821 0 214972 0 214972 3225 211747 10587 10587 76 76 10511 10511 10511 50267 0 0 0 0 50267 10511 2021 2020 2019 12119 25423 18052 66803 38856 161253 50267 10511 39756 201009 0 12119 188890 25423 18052 66803 38856 39756 Timothy R Estes X BIG BROTHERS-BIG SISTERS OF THE CAPITAL REGION INC 1519 N 3RD ST HARRISBURG PA 17102 N/A PC General & Unrestricted 2500 CARLISLE HIGH SCHOOL BAND BOOSTERS INC PO BOX 114 CARLISLE PA 17013 N/A PC General & Unrestricted 2500 CARLISLE VICTORY CIRCLE PO BOX 684 CARLISLE PA 17013 N/A PC General & Unrestricted 2500 D Dedic DICKINSON COLLEGE PO BOX 1773 CARLISLE PA 17013 none I Scholarship Grant 2000 HOPE STATION OPPORTUNITY AREA NEIGHBORHOOD COUNCIL 149 W PENN ST CARLISLE PA 17013 N/A PC General & Unrestricted 2500 MAKE A WISH OF NEW HAMPSHIRE INC 814 ELM ST STE 300 MANCHESTER NH 03101 N/A PC General & Unrestricted 2500 ONE GOAT INCORPORATED 6621 S HIGH ST CENTENNIAL CO 80121 N/A PC General & Unrestricted 29200 S McAllen UNIVERSITY OF PITTSBURGH G-7 THACKERY HALL PITTSBURGH PA 15260 none I Scholarship Grant 1000 A Centenera WILLIAM MARSH RICE UNIVERSITY PO BOX 1982 MS-84 HOUSTON TX 77251 none I Scholarship grant 500 45200 14 403 14 6998 18 -7401 false false false false false false false false false false 3M CO 459 547 ACCENTURE PLC 1571 1755 ADOBE SYSTEMS, INC 1734 1790 ALLEGION PLC 927 1140 ALPHABET INC CL A 2343 2514 ANSYS INC 1244 1452 APPLE INC 1532 1733 ASPEN TECHNOLOGY INC COM 1405 1321 BECTON DICKINSON & CO 466 488 BENTLEY SYSTEMS INC CL B 1642 1983 BERKLEY W R CP 1174 1344 BERKSHIRE HATHAWAY INC. CLASS 2320 2497 BIOGEN INC 898 1035 BLACKROCK TACTICAL OPPORTUNITI 6874 6392 BLACKSTONE ALTERNATIVE INV FDS 3951 4075 BRIGHT HORIZONS FAMILY SOLUTIO 700 848 C H ROBINSON WORLDWIDE INC 962 1037 CHARLES RIV LABORATORIES INTL 1218 1418 CHEMED CORP 1130 1170 CHOICE HOTELS INTERNATIONAL IN 827 793 CISCO SYSTEMS INC 478 556 COLGATE-PALMOLIVE COMPANY 451 478 COOPER COMPANIES INC 1501 1514 DIAGEO PLC ADS 1052 874 DOLBY LABORATORIES 1192 1207 DOUBLELINE FLEXIBLE INCOME FUN 5240 5296 EQUIFAX INC 1164 1484 EXPONENT, INC 1089 968 FAIR ISSAC & CO INC 698 1164 FIRST TRUST PREFERRED SECURITI 5221 5323 GEN DYNAMICS CP 1442 1558 GOLDMAN SACHS GQG PARTNERS INT 12237 13392 HENRY JACK & ASSOC INC 1243 1307 HOME DEPOT INC 1731 2079 INT'L FLAVORS & FRAGRANCES INC 786 891 INTERACTIVE BROKERS GROUP, INC 1083 1078 JOHNSON & JOHNSON 1786 1724 LCI INDUSTRIES 333 377 LENNOX INTL INC 994 1790 LOCORR MANAGED FUTURES STRATEG 7131 6643 LPL FINANCIAL HOLDINGS INC 1204 1366 MEDTRONIC PLC 1822 2142 MICROSOFT CORP 2549 3008 NIKE INC-CL B 11698 8142 NORDSON CP 1324 1585 NOVO NORDISK A S 1800 1862 ORACLE CORP 2129 2003 POOL CORP 1668 1994 PROCTER GAMBLE CO 601 586 RAYTHEON TECHNOLOGIES CORP 3042 3113 RECKITT BENCKISER GROUP 337 344 ROLLINS INC 1069 1223 SAIA, INC 781 1315 SCOTTS CO. CLASS A 959 829 SIERRA TACTICAL CORE INCOME FU 5225 5298 SITEONE LANDSCAPE SUPPLY INC 974 1138 STARBUCKS CORP COM 1290 1152 TELEDYNE TECH INC 882 893 TERADYNE INC 1203 1302 THOR INDS INC 742 1064 UNILEVER PLC AMER 2669 2666 VISA INC 1448 1562 WAL-MART STORES INC 821 788 WALT DISNEY HOLDINGS CO 3159 3160 WATSCO INC 939 1285 ZEBRA TECHNOLOGIES CORP 1178 1093 ZURN WATER SOLUTIONS 1180 1147 Administrative Fees 5042 5042 Bank Charges 99 99 State or Local Filing Fees 25 25 Investment Management Services 1745 1745 Foreign Tax Paid 83 83