2022-07-21T09:36:48-05:00 2021-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2021-01-01 464228592 The Estes Family Foundation % Foundation Source ESTE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 TIMOTHY R ESTES PRESIDENT 8008391754 2022-07-14 true TIMOTHY R ESTES 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 284829 X 27492 11 11 3608 3608 69190 453100 69190 100301 72809 0 2020 2020 224 14 11296 21 11275 13540 2055 11275 68050 68050 81590 2055 79325 18711 70754 4361 32457 32457 254159 244774 252372 258520 277231 284829 0 0 X 258520 277231 258520 277231 258520 277231 258520 18711 277231 277231 Publicly-traded Securities 453100 383910 69190 69190 69190 983 983 983 2 0 981 983 X 0 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 268172 6035 0 274207 0 274207 4113 270094 13505 13505 983 983 12522 12522 12522 79325 0 0 0 0 79325 12522 2019 2018 2017 7578 43239 12119 25423 18052 106411 79325 12522 66803 173214 0 7578 165636 43239 12119 25423 18052 66803 Timothy R Estes X 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 23000 PRADER-WILLI SYNDROME ASSOCIATION OF COLORADO 8290 S YUKON WAY LITTLETON CO 80128 N/A PC General & Unrestricted 35550 THE NAVIGATORS PO BOX 6000 COLORADO SPRINGS CO 80904 N/A PC General & Unrestricted 7000 68050 14 11 14 3608 18 69190 72809 72809 false false false false false false false false false false X X 1 Frank Castrina 5020 SW Bancroft St Portland OR 97221 10092 X X 2 Kevin Elwood 111 Townsend Farm Road Boxford MA 01921 5000 X 1 NIKE INC-CL B NKE, 60 sh. 10092 2021-12-29 3M CO 2141 2132 ABBVIE INC 6563 8124 ALLIANZGI INCOME CLASS AND GRO 14450 14815 AMERICAN ELECTRIC POWER INC 3973 4271 AMGEN INC 3040 3375 AT&T, INC 2448 2362 BCE INC 5609 5776 BRANDYWINEGLOBAL CORPORATE CRE 7257 7272 BRISTOL-MYERS SQUIBB CO 2361 2432 BRITISH AMERICAN TOBACCO PLC 6531 6996 CAN IMPERIAL BK OF COMMERCE 2917 2914 CHEVRON CORP 6951 7628 CONAGRA FOODS INC 1687 1673 CROWN CASTLE INTL 4334 5219 DIGITAL RLTY TR INC 1555 1946 DOMINION ENERGY INC 3640 3928 DUKE ENERGY CO 4722 4930 ENBRIDGE INC 5347 5002 EXXON MOBIL CORP 6930 6976 GENERAL MILLS INC 2544 2763 GILEAD SCIENCES INC 5686 6099 GLOBAL X FUNDS GLOBAL X NASDAQ 11725 11716 GLOBAL X RUSSELL 2000 COVERED 9766 9373 GLOBAL X US PREFERRED ETF 4853 4894 GUGGENHEIM MACRO OPPORTUNITIES 7335 7258 HUNTINGTON BANCSHARES INC 3754 3685 KIMBERLY CLARK CORP 2672 2858 LOCKHEED MARTIN CORP 1688 1777 MARKET VECTORS BDC INCOME 4880 5008 MERCK & CO INC 5735 5518 NATIONAL GRID TRANSCO PLC 3809 4556 NIKE INC-CL B 10091 10000 PEPSICO INC 1414 1563 PFIZER INC 2131 3012 PHILIP MORRIS INTL 5934 5890 PIMCO INCOME FUND P CLASS 7248 7253 PPL CORPORATION 2359 2495 PUBLIC SVC ENTERPRISE GROUP IN 1555 1735 REALTY INCOME CORP 2324 2434 REGIONS FINANCIAL CORP 1680 1679 SOUTHERN CO 4994 5486 TC ENERGY CORPORATION 2704 2467 THE COCA-COLA CO 1419 1539 TOTAL FINA ELF S.A 1486 1484 TOUCHSTONE ARBITRAGE FD CL Y 7225 7007 TRANSAMERICA MLP & ENERGY INCO 4973 4818 TRUIST FINANCIAL CORPORATION 3044 2986 UNILEVER PLC AMER 5320 5325 US BANCORP 3208 2921 VANGUARD SF REIT ETF 4490 4988 VERIZON COMMUNICATIONS 5028 5092 VODAFONE GROUP PLC 4163 4076 WALGREENS BOOTS ALLIANCE 1521 1617 WILLIAMS COS 3560 3229 Administrative Fees 11250 11250 Bank Charges 21 21 State or Local Filing Fees 25 25 Investment Management Services 2020 2020 990-PF Extension for 2020 210 Foreign Tax Paid 14 14