2023-11-15T20:26:26-06:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 208025263 Sulentic Family Foundation % Foundation Source SULE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Judith Moses Secretary 8008391754 2023-11-15 true Judith Moses 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 6411795 X 499312 614 614 85160 85160 104937 851904 161501 3835 2097 693858 249372 15000 15000 1148 1148 2100 38758 2639 36081 57006 2639 52229 620644 518500 677650 2639 570729 16208 246733 130604 308208 308208 4899320 4762681 6030532 197428 172671 73055 5227352 5243560 6411795 0 0 X 5227352 5243560 5227352 5243560 5227352 5243560 5227352 16208 5243560 5243560 Publicly-traded Securities 851904 685133 166771 Passthrough K1 Capital Gain/(Loss) -5270 161501 3430 3430 3430 4825 0 4825 X 0 1395 1395 false false false false false true true 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 4.0 15000 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 6388661 155702 73055 6617418 0 6617418 99261 6518157 325908 325908 3430 9 3439 322469 656 323125 323125 570729 0 102144 0 0 672873 323125 2020 2019 2018 215231 341768 398889 1485819 243486 2685193 672873 323125 349748 3034941 0 215231 2819710 341768 398889 1485819 243486 349748 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 Employee Emergency Assistance Initiative 25000 BEHIND EVERY DOOR MINISTRIES INC 4849 GREENVILLE AVE STE 100 158 DALLAS TX 75206 N/A PC Cedar Crest Capital Campaign Fund 100000 CANINE COMPANIONS FOR INDEPENDENCE PO BOX 446 SANTA ROSA CA 95402 N/A PC South Central Region to be used in support of the prison puppy raising programs at Carswell, Bryan and Bastrop; South West Region to be used in support of a service team that contains a dog raised in one of the SCR prison programs 50000 CATHOLIC CHARITIES OF DALLAS INC 1421 W MOCKINGBIRD LN DALLAS TX 75247 N/A PC General & Unrestricted (SEE GENERAL EXPLANATION) 993 CBRE FOUNDATION INC PO BOX 841476 LOS ANGELES CA 90084 N/A PC CBRE Response to Humanitarian Crisis in Ukraine 10000 CBRE FOUNDATION INC PO BOX 841476 LOS ANGELES CA 90084 N/A PC General & Unrestricted 30000 CBRE FOUNDATION INC PO BOX 841476 LOS ANGELES CA 90084 N/A PC CBRE Response to Humanitarian Crisis in Ukraine 10000 CORNERSTONE BAPTIST CHURCH PO BOS 152551 DALLAS TX 75316 N/A PC General & Unrestricted (SEE GENERAL EXPLANATION) 85772 CRISTO REY DALLAS HIGH SCHOOL INC 1064 N SAINT AUGUSTINE DR DALLAS TX 75217 N/A PC General & Unrestricted 2000 DALLAS WIND SYMPHONY PO BOX 140398 DALLAS TX 75214 N/A PC Youth Education Program 50000 EO WILSON BIODIVERSITY FOUNDATION 300 BLACKWELL ST STE 102 DURHAM NC 27701 N/A PC General & Unrestricted 10000 EPILEPSY FOUNDATION OF GREATER CHICAGO 17 N STATE ST STE 650 CHICAGO IL 60602 N/A PC Charitable Event 500 FERGUSON ROAD INITIATIVE PO BOX 570417 DALLAS TX 75357 N/A PC General & Unrestricted (SEE GENERAL EXPLANATION) 5641 GIRLS INCORPORATED OF METROPOLITAN DALLAS 2040 EMPIRE CENTRAL DALLAS TX 75235 N/A PC General & Unrestricted 1000 HARVARD BUSINESS SCHOOL PO BOX 412275 BOSTON MA 02241 N/A PC HBS Fund for Student Financial Aid 100000 HEROES AND HORSES INC 1445 WEAVER 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 Holy Innocents Children's Hospital fund 10000 IN THE CITY FOR GOOD 7051 ORCHID LN DALLAS TX 75230 N/A PC Restaurant Renovation at the Corner of S. Ervay and South Blvd in South Dallas to serve the South Dallas community 4000 IOWA STATE UNIVERSITY FOUNDATION 2505 UNIVERSITY BLVD AMES IA 50010 N/A PC Sulentic Family Success Grant Fund and to the College of Liberal Arts and Sciences Excellence Fund 50000 JDRF INTERNATIONAL 200 VESEY ST 28TH FLOOR NEW YORK NY 10281 N/A PC General & Unrestricted 3000 JUBILEE PARK & COMMUNITY CENTER CORPORATION 917 BANK ST DALLAS TX 75223 N/A PC to purchase Breakfast items for Jubilee Camp (SEE GENERAL EXPLANATION) 2786 JUBILEE PARK & COMMUNITY CENTER CORPORATION 917 BANK ST DALLAS TX 75223 N/A PC General & Unrestricted (SEE GENERAL EXPLANATION) 662 KATHYS SUNSHINE OUTREACH CENTER 4604 LUZON ST DALLAS TX 75216 N/A PC General & Unrestricted (SEE GENERAL EXPLANATION) 331 KHAN ACADEMY INC PO BOX 1630 MOUNTAIN VIEW CA 94042 N/A PC General & Unrestricted 10000 LUNG CANCER RESEARCH FOUNDATION 501 FASHION AVE RM 230 NEW YORK NY 10018 N/A PC General & Unrestricted 10000 METROCREST SERVICES 1145 N JOSEY LN CARROLLTON TX 75006 N/A PC General & Unrestricted (SEE GENERAL EXPLANATION) 993 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 For Support in the North Texas Region 2000 PRESTON ROAD CHURCH OF CHRIST 6409 PRESTON RD DALLAS TX 75205 N/A PC Christ Family Clinic 2000 SOCIETY OF ST VINCENT DE PAUL COMMUNITY OUTREACH O 3826 GILBERT AVE DALLAS TX 75219 N/A PC General & Unrestricted (SEE GENERAL EXPLANATION) 4966 ST ALBERT CATHOLIC HIGH SCHOOL 400 GLEASON AVE COUNCIL BLUFFS IA 51503 N/A PC General & Unrestricted 5000 TEXAS RANGERS BASEBALL FOUNDATION 734 STADIUM DR ARLINGTON TX 76011 N/A PC Charitable Event 2500 THE FOUNDATION FOR COMMUNITY EMPOWERMENT PO BOX 152926 DALLAS TX 75315 N/A PC General & Unrestricted 5000 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 620644 14 614 14 85160 525990 -166 18 105103 K-1 Inc/Loss 525990 1079 14 2089 BANK CHARGE REFUND 01 11 AIR CONDITIONER REFUND 01 656 913 193633 194546 false false false false false false false false false false X X 1 Sulentic Robert 3719 Miramar Avenue Dallas TX 75205 499312 X 1 ISHARES S&P 500 INDEX FD IVV, 1307.904 sh. 499312 2022-12-20 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): $105,103 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $(166) TOTAL PART I, LINE 6A: $104,937 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $851,904 BOOK BASIS: $741,531 NET GAIN/(LOSS): $110,373 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $(5,270) 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: $620,644 Less amount counted as a qualifying distribution on Part XI, Line 2: $102,144 TOTAL Part I, Line 25, Column (d): $ TOTAL Part I, Line 25, Column (d): $518,500 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: $102,144 TOTAL BOOK VALUE OF PROPERTY: $102,144 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $102,144 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: BREAKFAST ITEMS UNITS: 185 DATE OF DISTRIBUTION: 05/25/2022 GRANT RECIPIENT: JUBILEE PARK & COMMUNITY CENTER CORPORATION FMV OF PROPERTY: $2,786 BOOK VALUE OF PROPERTY: $2,786 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $2,786 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 3 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: CATHOLIC CHARITIES OF DALLAS INC FMV OF PROPERTY: $993 BOOK VALUE OF PROPERTY: $993 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $993 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 229 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: CORNERSTONE BAPTIST CHURCH FMV OF PROPERTY: $85,772 BOOK VALUE OF PROPERTY: $85,772 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $85,772 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 14 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: FERGUSON ROAD INITIATIVE FMV OF PROPERTY: $5,641 BOOK VALUE OF PROPERTY: $5,641 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $5,641 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 2 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: JUBILEE PARK & COMMUNITY CENTER CORPORATION FMV OF PROPERTY: $662 BOOK VALUE OF PROPERTY: $662 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $662 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 3 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: METROCREST SERVICES FMV OF PROPERTY: $993 BOOK VALUE OF PROPERTY: $993 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $993 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 1 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: KATHYS SUNSHINE OUTREACH CENTER FMV OF PROPERTY: $331 BOOK VALUE OF PROPERTY: $331 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $331 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 15 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: SOCIETY OF ST VINCENT DE PAUL COMMUNITY OUTREACH OF NORTH TEXAS FMV OF PROPERTY: $4,966 BOOK VALUE OF PROPERTY: $4,966 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $4,966 Incomplete K-3 Info: Incomplete K-3 Info: One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. CBRE GROUP 1230549 2308801 FIDELITY LOW VOLATILITY FACTOR 29727 36426 FIDELITY MSCI CONSUMER STAPLES 79814 96075 FIDELITY MSCI ENERGY INDEX ETF 30625 37124 FIDELITY MSCI HEALTH CARE INDE 29121 39651 FIDELITY MSCI UTILITIES INDEX 102883 111161 FLANDERS CORPORATION - COMMON 78549 76588 ISHARE SP SMALL CAP 600 INDEX 55065 69784 ISHARES BARCLAYS 1-3 YEAR TREA 212068 198956 ISHARES BARCLAYS TIPS BOND FUN 201843 186894 ISHARES BARCLAYS US AGGREGATE 391572 340066 ISHARES BARCLAYS US TREASURY B 224027 182801 ISHARES CORE MSCI EAFE ETF 235176 239658 ISHARES CORE MSCI EMERGING MAR 107714 98244 ISHARES IBOXX $ INVESTMENT GRA 183550 145364 ISHARES S&P 500 INDEX FD 1217076 1517585 SCHWAB US DIVIDEND EQUITY ETF 116228 128564 VANGUARD SHORT TERM CORPORATE 237094 216790 CO-INVESTMENT FUND IV. L.P. - 61156 26727 PB STRATEGIC PARTNERS FEEDER F 111515 46328 Administrative Fees 35719 35719 Computers/Electronic Devices 362 362 K-1 Exp CO-INVESTMENT FUND IV. 1173 1173 K-1 Exp PB STRATEGIC PARTNERS 1504 1466 K-1 Inc/Loss CO-INVESTMENT FUND IV. L.P. - US TAX 1746 1045 K-1 Inc/Loss PB STRATEGIC PARTNERS FEEDER FUND IV 1422 1041 BANK CHARGE REFUND 11 11 AIR CONDITIONER REFUND 656 990-PF Estimated Tax for 2022 1200 990-T Extension for 2021 900