2024-11-15T12:27:15-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 208025263 Sulentic Family Foundation % Foundation Source SULE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Judith Moses secretary 8008391754 2024-11-15 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 6911935 X 0 X 10941 10941 93111 93111 -24541 597766 165173 18897 1709 98408 270934 18000 18000 1377 1377 2609 9 40933 2644 38228 62919 2653 57605 426077 330500 488996 2653 388105 -390588 268281 308208 511118 511118 4762681 4289191 6389356 172671 52663 11461 5243560 4852972 6911935 0 0 X 5243560 4852972 5243560 4852972 5243560 4852972 5243560 -390588 4852972 4852972 Publicly-traded Securities 597766 366562 231204 231204 Passthrough K1 Capital Gain/(Loss) -66031 165173 3729 3729 3729 3495 0 1300 4795 X 0 1066 1066 false false false false false false false true true TX true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Bob James Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Judy Moses Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec 6.0 18000 0 0 Frank Piasta Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Robert Sulentic Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres 1.0 0 0 0 Susan Sulentic Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Ellie Katherine Sulentic Benjamin Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 6162946 336388 11461 6510795 0 6510795 97662 6413133 320657 320657 3729 3729 316928 11004 327932 327932 388105 0 95577 0 0 483682 327932 341768 398889 1485819 243486 349748 2819710 483682 327932 155750 2975460 0 341768 2633692 398889 1485819 243486 349748 155750 Robert Sulentic Susan Sulentic X 4WORD 4516 LOVERS LANE STE 205 DALLAS TX 75225 N/A PC General & Unrestricted 5000 AMERICAN HEART ASSOCIATION INC PO BOX 840692 DALLAS TX 75284 N/A PC Charitable Event 250 BAYLOR HEALTH CARE SYSTEM FOUNDATION 301 N WASHINGTON AVE DALLAS TX 75246 N/A PC The Orthopedic Residency Program 25000 BREAKTHROUGH T1D 200 VESEY ST 28TH FLOOR NEW YORK NY 10281 N/A PC General & Unrestricted 3000 CALIFORNIA COMMUNITY FOUNDATION 717 W TEMPLE ST LOS ANGELES CA 90012 N/A PC Bobby Ludeman Foundation 10000 CANINE COMPANIONS FOR INDEPENDENCE PO BOX 446 SANTA ROSA CA 95402 N/A PC the South Central Region and South West Region to support the prison puppy raising programs 50000 CARRY THE LOAD 4809 COLE AVE DALLAS TX 75205 N/A PC Charitable Event 2500 CHEF SHOWCASE FOUNDATION 2100 MCKINNEY AVE 700 DALLAS TX 75201 N/A PC General & Unrestricted 1000 CITY OF HOPE 1500 E DUARTE RD DUARTE CA 91010 N/A PC Charitable Event 10000 CORNERSTONE BAPTIST CHURCH PO BOX 152551 DALLAS TX 75316 N/A PC funds for installing air-conditioning units 500 CORNERSTONE BAPTIST CHURCH PO BOX 152551 DALLAS TX 75316 N/A PC funds for installing air-conditioning units 500 CORNERSTONE BAPTIST CHURCH PO BOX 152551 DALLAS TX 75316 N/A PC General & Unrestricted (IN-KIND GRANT - SEE GENERAL EXPLANATION) 80349 DALLAS WIND SYMPHONY PO BOX 140398 DALLAS TX 75214 N/A PC Youth Education Program 50000 DIRECT RELIEF 6100 WALLACE BECKNELL RD SANTA BARBARA CA 93117 N/A PC Turkish and Syrian Communities for Earthquake Recovery 20000 EO WILSON BIODIVERSITY FOUNDATION 300 BLACKWELL ST STE 102 DURHAM NC 27701 N/A PC General & Unrestricted 10000 FERGUSON ROAD INITIATIVE 7508 FERGUSON RD DALLAS TX 75228 N/A PC General & Unrestricted (IN-KIND GRANT - SEE GENERAL EXPLANATION) 331 HEROES AND HORSES INC 8977 DRY CREEK RD BELGRADE MT 59714 N/A PC General & Unrestricted 10000 HOLY INNOCENTS CHILDRENS MALARIA HOSPITAL UGANDA I 12463 RANCHO BERNARDO RD 501 SAN DIEGO CA 92128 N/A PC Support of the Holy Innocents Children's Hospital 10000 IN THE CITY FOR GOOD 7051 ORCHID LN DALLAS TX 75230 N/A PC Taking the kids in the community to either Fair Park or Camp Grady Spruce for a great learning experience outside of their neighborhood 5000 INTERNATIONAL COMMITTEE OF THE RED CROSS 19 AVE DE LA PAIX GENEVA SZ 1202 N/A PC Relief Efforts in the Middle East 10000 IOWA STATE UNIVERSITY FOUNDATION 2505 UNIVERSITY BLVD AMES IA 50010 N/A PC Sulentic Family Success Grant Fund and the College of Liberal Arts and Sciences Excellence Fund 50000 JUBILEE PARK & COMMUNITY CENTER CORPORATION PO BOX 140679 DALLAS TX 75214 N/A PC General & Unrestricted (IN-KIND GRANT - SEE GENERAL EXPLANATION) 331 KHAN ACADEMY INC PO BOX 1630 MOUNTAIN VIEW CA 94042 N/A PC General & Unrestricted 10000 L I R A GROUP PO BOX 381843 DUNCANVILLE TX 75138 N/A PC Charitable Event 1000 LUNG CANCER RESEARCH FOUNDATION PO BOX 780990 PHILADELPHIA PA 19178 N/A PC Early Detection and Understanding Resistance fund 10000 MBX FOUNDATION 1401 ARTESIA BLVD MANHATTAN BCH CA 90266 N/A PC Charitable Event 1000 METROCREST SERVICES 1145 N JOSEY LN CARROLLTON TX 75006 N/A PC General & Unrestricted (IN-KIND GRANT - SEE GENERAL EXPLANATION) 1655 MIDWEST ATHLETES AGAINST CHILDHOOD CANCER INC 10000 W INNOVATION DR STE 135 MILWAUKEE WI 53226 N/A PC Charitable Event 500 MUSCULAR DYSTROPHY ASSOCIATION 11 EAST 44TH ST 17TH FLOOR NEW YORK NY 10017 N/A PC Charitable Event 250 OUR FRIENDS PLACE 6500 GREENVILLE AVE STE 620 DALLAS TX 75206 N/A PC General & Unrestricted 1000 OUT TEACH 1 THOMAS CIR NW STE 700 WASHINGTON DC 20005 N/A PC North Texas Region fund 2000 PRESTON ROAD CHURCH OF CHRIST 6409 PRESTON RD DALLAS TX 75205 N/A PC For Christ Family Clinic towards expanding the hours of physician availability at the Clinic 2000 SOCIETY OF ST VINCENT DE PAUL COMMUNITY OUTREACH O 3826 GILBERT AVE DALLAS TX 75219 N/A PC General & Unrestricted (IN-KIND GRANT - SEE GENERAL EXPLANATION) 12911 ST ALBERT CATHOLIC HIGH SCHOOL 400 GLEASON AVE COUNCIL BLUFFS IA 51503 N/A PC General & Unrestricted 5000 THE FOUNDATION FOR COMMUNITY EMPOWERMENT PO BOX 152926 DALLAS TX 75315 N/A PC General & Unrestricted 5000 UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH PO BOX 4227 NEW YORK NY 10261 N/A PC Relief Efforts in the Middle East 10000 UNITED WAY OF METROPOLITAN DALLAS INC 1800 N LAMAR ST DALLAS TX 75202 N/A PC General Community Impact Fund for Education, Financial Stability and Health Programs 10000 426077 14 10941 14 93111 525990 5 18 -24546 K-1 Inc/Loss 525990 606 14 1716 Federal Tax Refund 01 4734 2022 AIR CONDITIONER REFUND 01 11004 FEDERAL TAX REFUND 01 837 611 97797 98408 false false false false false false false false false false PART I LINE 25 AND PART XIV LINE 3A PART I LINE 25 AND PART XIV LINE 3A TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $426,077 Less amount counted as a qualifying distribution on Part XI, Line 2: $95,577 TOTAL Part I, Line 25, Column (d): $ TOTAL Part I, Line 25, Column (d): $330,500 PART I LINE 25 AND PART XIV LINE 3A 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 DONATED ITEMS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $95,577 TOTAL BOOK VALUE OF PROPERTY: $95,577 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $95,577 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 230 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: CORNERSTONE BAPTIST CHURCH FMV OF PROPERTY: $80,349 BOOK VALUE OF PROPERTY: $80,349 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $80,349 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 1 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: FERGUSON ROAD INITIATIVE FMV OF PROPERTY: $331 BOOK VALUE OF PROPERTY: $331 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $331 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 1 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: JUBILEE PARK & COMMUNITY CENTER CORPORATION FMV OF PROPERTY: $331 BOOK VALUE OF PROPERTY: $331 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $331 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 5 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: METROCREST SERVICES FMV OF PROPERTY: $1,655 BOOK VALUE OF PROPERTY: $1,655 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,655 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 39 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: SOCIETY OF ST VINCENT DE PAUL COMMUNITY OUTREACH OF NORTH TEXAS FMV OF PROPERTY: $12,911 BOOK VALUE OF PROPERTY: $12,911 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $12,911 PART I LINE 6A (990-PF) PART I LINE 6A (990-PF) RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $(24,546) TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $5 TOTAL PART I, LINE 6A: $(24,541) DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $597,766 BOOK BASIS: $556,281 NET GAIN/(LOSS): $41,485 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $(66,031) CBRE GROUP 1230549 2792699 FIDELITY LOW VOLATILITY FACTOR 30295 42394 FIDELITY MSCI CONSUMER STAPLES 82171 98062 FIDELITY MSCI ENERGY INDEX ETF 31836 37102 FIDELITY MSCI HEALTH CARE INDE 29685 40678 FIDELITY MSCI UTILITIES INDEX 106217 102904 FLANDERS CORPORATION - COMMON 82684 81384 ISHARE SP SMALL CAP 600 INDEX 52603 74440 ISHARES BARCLAYS 1-3 YEAR TREA 218164 207239 ISHARES BARCLAYS TIPS BOND FUN 184034 172365 ISHARES BARCLAYS US AGGREGATE 313553 278515 ISHARES BARCLAYS US TREASURY B 229004 190429 ISHARES CORE MSCI EAFE ETF 244003 282646 ISHARES CORE MSCI EMERGING MAR 110806 109565 ISHARES IBOXX $ INVESTMENT GRA 136360 114456 ISHARES S&P 500 INDEX FD 842314 1399794 SCHWAB US DIVIDEND EQUITY ETF 120816 134460 VANGUARD SHORT TERM CORPORATE 244097 230224 CO-INVESTMENT FUND IV. L.P. - 42372 7531 PB STRATEGIC PARTNERS FEEDER F 10291 3930 Administrative Fees 33924 33924 Bank Charges 32 32 K-1 Exp CO-INVESTMENT FUND IV. 830 830 K-1 Exp PB STRATEGIC PARTNERS 1843 1782 2023 AIR CONDITIONER FEES 4304 4304 K-1 INC/LOSS CO-INVESTMENT FUND IV. L.P 1682 1315 K-1 INC/LOSS PB STRATEGIC PARTNERS FEED 640 394 Federal Tax Refund 837 Federal Tax Refund 4734 2022 AIR CONDITIONER REFUND 11004 990-PF Estimated Tax for 2023 2100 990-T Income Tax for 2022 500 Foreign Tax Paid 9 9