2023-07-18T09:36:34-05:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 464228592 The Estes Family Foundation % Foundation Source ESTE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 timothy estes president 8008391754 2023-07-10 true timothy estes 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 234403 X 9295 126 126 10917 10917 -915 231702 0 19423 11043 0 1100 0 0 1100 3985 1985 2000 2177 196 13794 19 13775 21056 2200 0 16875 34500 34500 55556 2200 0 51375 -36133 8843 32457 46830 46830 244774 194268 187573 277231 241098 234403 0 0 X 277231 241098 277231 241098 277231 241098 277231 -36133 241098 241098 Publicly-traded Securities 231702 232617 -915 -915 -915 123 123 123 1000 0 1000 877 877 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 Timothy R Estes Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec, Treas 1.0 0 0 0 209863 46833 0 256696 0 256696 3850 252846 12642 12642 123 123 12519 12519 12519 51375 0 0 0 0 51375 12519 2020 2019 2018 43239 12119 25423 18052 66803 165636 51375 12519 38856 204492 0 43239 161253 12119 25423 18052 66803 38856 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 500 CARLISLE ARTS LEARNING CENTER INC 38 W POMFRET ST CARLISLE PA 17013 N/A PC General & Unrestricted 1000 CARLISLE HIGH SCHOOL BAND BOOSTERS INC PO BOX 114 CARLISLE PA 17013 N/A PC General & Unrestricted 500 CARLISLE VICTORY CIRCLE PO BOX 684 CARLISLE PA 17013 N/A PC General & Unrestricted 1000 HOPE STATION OPPORTUNITY AREA NEIGHBORHOOD COUNCIL 149 W PENN ST CARLISLE PA 17013 N/A PC General & Unrestricted 1000 MAKE A WISH OF NEW HAMPSHIRE INC 814 ELM ST STE 300 MANCHESTER NH 03101 N/A PC General & Unrestricted 2000 ONE GOAT INCORPORATED 6621 S HIGH ST CENTENNIAL CO 80121 N/A PC General & Unrestricted 10000 PRADER-WILLI SYNDROME ASSOCIATION OF COLORADO 8290 S YUKON WAY LITTLETON CO 80128 N/A PC General & Unrestricted 15000 PROJECT SHARE OF CARLISLE 5 NORTH ORANGE ST CARLISLE PA 17013 N/A PC General & Unrestricted 1000 WARRIOR NOW INC 7265 S MILLBROOK CT AURORA CO 80016 N/A PC General & Unrestricted 2500 34500 14 126 14 10917 18 -915 10128 10128 false false false false false false false false false false X X 1 Neely Allen 322 Fairfield Drive State College PA 16801 5000 X ABBVIE INC 2362 3394 AMCOR LTD ORD SHS 1791 1739 AMERICAN ELECTRIC POWER INC 1476 1614 AMGEN INC 1428 1576 AT&T, INC 3830 3590 BCE INC 4313 3780 BLACKROCK MULTI-ASSET INCOME I 5552 5552 BRANDYWINEGLOBAL HIGH YIELD FU 7364 7396 BRITISH AMERICAN TOBACCO PLC 5100 5797 CAN IMPERIAL BK OF COMMERCE 1575 1092 CISCO SYSTEMS INC 1880 2096 CLOROX CO 2576 2526 CONAGRA FOODS INC 1953 2167 CREDIT SUISSE X LINKS GOLD SHA 3393 3530 CROWN CASTLE INTL 5306 4476 DIGITAL RLTY TR INC 3084 2306 DOMINION ENERGY INC 3854 3127 DUKE ENERGY CO 4085 4223 ENBRIDGE INC 4852 4536 FIRST TRUST PREFERRED SECURITI 7717 7392 GILEAD SCIENCES INC 4826 6353 GLOBAL X FUNDS GLOBAL X NASDAQ 7006 6778 GLOBAL X S&P 500 COVERED CALL 5533 5551 HUNTINGTON BANCSHARES INC 3602 3299 ISHARES BARCLAYS 0-5 YR TIPS 3403 3394 ISHS FTS NRT MTG PLS 5142 4969 JP MORGAN CHASE 2150 2548 KEYCORP 2078 2021 KIMBERLY CLARK CORP 2692 2715 LYONDELLBASELL INDUSTRIES NV 1243 1245 MEDTRONIC PLC 1778 1710 MERCK & CO INC 1552 2108 NATIONAL GRID TRANSCO PLC 2841 2835 NIKE INC-CL B 10093 7021 PFIZER INC 2364 2664 PHILIP MORRIS INTL 5168 5465 PNC FINANCIAL GROUP INC 3190 3001 PPL CORPORATION 1678 1724 PRUDENTIAL FLOATING RATE INCOM 5780 5553 REALTY INCOME CORP 1776 1649 SOUTHERN CO 3341 3785 TC ENERGY CORPORATION 2648 2152 TOTALENERGIES SE 4694 5339 TOUCHSTONE ARBITRAGE FD CL Y 7437 6994 TRANSAMERICA MLP & ENERGY INCO 3776 3688 TRUIST FINANCIAL CORPORATION 3301 2625 UNILEVER PLC AMER 1295 1460 UNITED PARCEL SERVICE 1249 1217 US BANCORP 2939 2181 VERIZON COMMUNICATIONS 5881 4846 VODAFONE GROUP PLC 3778 2490 WALGREENS BOOTS ALLIANCE 2939 2204 WILLIAMS COS 3604 4080 Document Review/Drafting 1100 1100 Administrative Fees 11250 11250 Bank Charges 19 19 IRS APPLICATION FEES 2500 2500 State or Local Filing Fees 25 25 Investment Management Services 1985 1985 LOGO DESIGN SERVICES 2000 2000 990-PF Estimated Tax for 2022 1000 990-PF Extension for 2021 981 Foreign Tax Paid 196 196