2023-04-25T12:25:48-05:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 201296242 The Spivey Family Foundation Inc % Foundation Source SPIV 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 eric spivey president 8008391754 2023-04-21 true eric spivey 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 799067 X 0 X 35 35 17653 17653 61947 166382 61947 79635 79635 0 7184 7184 1917 112 8397 8397 17498 7296 8397 32945 32945 50443 7296 41342 29192 72339 22184 9855 9855 707393 748914 789212 729577 758769 799067 0 0 X 729577 758769 729577 758769 729577 758769 729577 29192 758769 758769 Publicly-traded Securities 166382 104435 61947 61947 61947 1006 1006 1006 1000 0 1000 X 0 6 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 false false false false false false false Austin Spivey Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Cynthia Spivey Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Eric W Spivey Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 Sanford Spivey Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Sheridan Spivey Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 817005 23410 0 840415 0 840415 12606 827809 41390 41390 1006 1006 40384 40384 40384 41342 0 0 0 0 41342 40384 41324 2020 2019 2018 41342 41324 18 0 0 40366 0 0 Cynthia Spivey Eric W Spivey X ALL STARS HELPING KIDS INC 4675 STEVENS CREEK BLVD STE 125 SANTA CLARA CA 95051 N/A PC General & Unrestricted 250 APPLES TO ZUCCHINI COOKING SCHOOL PO BOX 30912 SANTA BARBARA CA 93130 N/A PC General & Unrestricted 250 CANCER FOUNDATION OF SANTA BARBARA 601 W JUNIPERO ST SANTA BARBARA CA 93105 N/A PC Acupuncture Program 1000 COMMUNITY HEALTH CENTERS OF THE CENTRAL COAST INC 150 TEJAS PL NIPOMO CA 93444 N/A PC General & Unrestricted 250 DIGNITYMOVES 2406 BUSH ST SAN FRANCISCO CA 94115 N/A PC General & Unrestricted 1000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC 2022-2023 Annual Fund 250 FOOD TANK THE THINK TANK FOR FOOD 1915 BANK ST BALTIMORE MD 21231 N/A PC General & Unrestricted 250 GANNA WALSKA LOTUSLAND 695 ASHLEY RD SANTA BARBARA CA 93108 N/A PC General & Unrestricted 500 JACQUES PEPIN FOUNDATION PO BOX 28 BARRINGTON RI 02806 N/A PC General & Unrestricted 500 JONSSON CANCER CENTER FOUNDATION- UCLA PO BOX 951780 LOS ANGELES CA 90095 N/A PC UCLA Sarcoma Program 500 MONTECITO TRAILS FOUNDATION PO BOX 5481 SANTA BARBARA CA 93150 N/A PC General & Unrestricted 250 MYELODYSPLASTIC SYNDROMES FOUNDATION 4573 SOUTH BROAD ST YARDVILLE NJ 08620 N/A PC General & Unrestricted 1000 PACIFIC VISION FOUNDATION 711 VAN NESS AVE STE 260 SAN FRANCISCO CA 94102 N/A PC General & Unrestricted 5000 PROTESTANT EPISCOPAL CHURCH IN THE DIOCESE OF CALI 1100 CALIFORNIA ST SAN FRANCISCO CA 94108 N/A PC General & Unrestricted 145 SANDE YOUTH PROJECT 2820 N CALVERT ST BALTIMORE MD 21218 N/A PC General & Unrestricted 250 SANTA BARBARA COTTAGE HOSPITAL FOUNDATION PO BOX 689 PUEBLO AT BATH ST SANTA BARBARA CA 93102 N/A PC General & Unrestricted 10000 SANTA BARBARA COUNTY FOOD ACTION NETWORK 133 E DE LA GUERRA ST 268 SANTA BARBARA CA 93101 N/A PC General & Unrestricted 500 SANTA BARBARA INTERNATIONAL FILM FESTIVAL INC 1528 CHAPALA ST STE 203 SANTA BARBARA CA 93101 N/A PC General & Unrestricted 375 SANTA YNEZ VALLEY PEOPLE HELPING PEOPLE PO BOX 1478 SOLVANG CA 93464 N/A PC General & Unrestricted 250 SMITHSONIAN INSTITUTION PO BOX 37012 WASHINGTON DC 20013 N/A PC Food History Project 6000 SOCCER WITHOUT BORDERS 3700 EASTERN AVE BALTIMORE MD 21224 N/A PC General & Unrestricted 250 ST JUDE CHILDRENS RESEARCH HOSPITAL INC 501 ST JUDE PL MEMPHIS TN 38105 N/A PC Charitable Event 300 TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION 201 EDDY ST SAN FRANCISCO CA 94102 N/A PC General & Unrestricted 250 THE AMERICAN IRELAND FUND 10 POST OFFICE SQ N950 BOSTON MA 02109 N/A PC General & Unrestricted 250 THE DALMATIAN DREAMS FOUNDATION 1528 CHAPALA ST STE 304 SANTA BARBARA CA 93101 N/A PC Flower Empower 300 THE FOUNDATION FOR SANTA BARBARA CITY COLLEGE 721 CLIFF DR SANTA BARBARA CA 93109 N/A PC General & Unrestricted 250 THE UNIVERSITY OF TEXAS AT AUSTIN - MCCOMBS SCHOOL 2110 SPEEDWAY STOP B6006 AUSTIN TX 78712 N/A GOV General & Unrestricted 250 TRUSTEES OF BOSTON UNIVERSITY 595 COMMONWEALTH AVE W ENTRANCE BOSTON MA 02215 N/A PC BU Food & Wine 1000 UNITED STATES ASSOCIATION FOR UNHCR 1310 L ST NW STE 450 WASHINGTON DC 20005 N/A PC Ukraine Refugees 575 UNITED STATES OLYMPIC AND PARALYMPIC FOUNDATION 1 OLYMPIC PLZ COLORADO SPRINGS CO 80909 N/A PC General & Unrestricted 250 UNIVERSITY OF CALIFORNIA SANTA BARBARA 4219 CHEADLE HALL 4TH FL SANTA BARBARA CA 93106 N/A PC General & Unrestricted 250 WAYPOINT SERVICES FOR WOMEN CHILDREN AND FAMILIES 318 5TH SE ST CEDAR RAPIDS IA 52401 N/A PC The Madge Phillips Center 500 32945 14 35 14 17653 18 61947 79635 79635 false false false false false false false false false false ALPHABET INC CL A 3618 12352 AMER INTERNATIONAL GROUP INC 5002 12711 AMERISOURCEBERGEN CORP 6623 13091 BERKSHIRE HATHAWAY INC. CLASS 9874 20387 BROOKFIELD ASSET MANAGEMENT LT 2739 2208 BROOKFIELD CORP ORD SHS CL A 11651 9784 CARMAX INC 14855 9803 CISCO SYSTEMS INC 10665 14578 CITIGROUP INC 7732 7146 CNX RESOURCES CORP 5800 10424 CONSOL ENERGY, INC 2579 6305 EBS INCOME & APPRECIATION FUND 90779 86339 EBS INCOME FUND 354304 334988 ETSY INC 17795 20482 FAIRFAX FINL HLDGS LTD 7075 9506 FORTIVE CORPORATION 14702 15870 GENERAL ELECTRIC CO 7004 6703 GOLDMAN SACHS GROUP 8319 19229 JEFFERIES GROUP INC 7088 11338 JOHNSON & JOHNSON 7983 18548 KROGER CO 5384 9183 LABORATORY CORP AMER HLDGS 4724 8242 LOCKHEED MARTIN CORP 13069 17514 LOEWS CORP 9832 15749 MCKESSON CORP 3216 9003 MICROSOFT CORP 6723 12710 VONTIER CORPORATION 17022 10284 WALGREENS BOOTS ALLIANCE 21498 13636 WALT DISNEY HOLDINGS CO 14475 11642 WARNER BROS. DISCOVERY, INC 31689 12893 WELLS FARGO & CO 9670 10116 ZIMMER BIOMET HOLDINGS 15425 16448 Administrative Fees 8372 8372 State or Local Filing Fees 25 25 Investment Management Services 7184 7184 990-PF Estimated Tax for 2022 1000 990-PF Excise Tax for 2021 805 Foreign Tax Paid 112 112