2022-07-07T11:25:06-05:00 2021-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2021-01-01 843114220 Jaggers Family Foundation % Foundation Source JAGG 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 KURT JAGGERS PRESIDENT 8008391754 2022-06-30 true KURT JAGGERS 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 32623697 X 5615267 360 360 503478 503478 963459 7252060 4463899 7082564 4967737 0 3289 3289 71688 60643 60643 135620 3289 60643 650000 650000 785620 3289 710643 6296944 4964448 5354736 4038557 4038557 15525775 23138898 27343657 1000000 1000000 1241483 21880511 28177455 32623697 0 0 X 21880511 28177455 21880511 28177455 21880511 28177455 21880511 6296944 28177455 28177455 Publicly-traded Securities 7252060 2788161 4463899 4463899 4463899 69006 69006 69006 65200 0 3829 69029 X 23 false false false false false false false true true DE true false false false true 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 Kurt R Jaggers Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 Suzanne Jaggers Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 60582 23923195 3446636 1241483 28611314 0 28611314 429170 28182144 1409107 1409107 69006 69006 1340101 1340101 1340101 710643 0 0 0 0 710643 1340101 350441 2019 2018 2017 710643 350441 360202 0 0 979899 0 0 Kurt R Jaggers Suzanne Jaggers X FIDELITY INVESTMENTS CHARITABLE GIFT FUND PO BOX 770001 CINCINNATI OH 45277 N/A PC Kurt and Sue Jaggers Fund 500000 FII - NATIONAL PO BOX 71363 OAKLAND CA 94612 N/A PC General & Unrestricted 50000 SECOND HARVEST OF SILICON VALLEY 4001 N 1ST ST SAN JOSE CA 95134 N/A PC General & Unrestricted 100000 650000 14 360 14 503478 18 963459 1467297 1467297 false false false false false false false false false false X X 1 Jaggers Family Trust C/O Kurt Jaggers 2 Blue Oaks Court Portola Valley CA 94028 5615267 X 1 10X GENOMICS CLASS A TXG, 1333 sh. 230929 2021-01-28 1 10X GENOMICS CLASS A TXG, 667 sh. 126440 2021-04-19 1 PULMONX ORD SHS LUNG, 3106 sh. 134645 2021-04-19 1 NURIX THERAPEUTICS, INC NRIX, 2233 sh. 57846 2021-05-27 1 KEROS THERAPEUTICS INC KROS, 3032 sh. 162394 2021-05-27 1 OLEMA PHARMACEUTICALS INC OLMA, 954 sh. 25505 2021-05-27 1 RELAY THERAPEUTICS INC RLAY, 2245 sh. 71582 2021-05-27 1 ALX ONCOLOGY HOLDINGS INC ALXO, 1684 sh. 94877 2021-05-27 1 10X GENOMICS CLASS A TXG, 1333 sh. 230336 2021-05-27 1 PFIZER INC PFE, 1200 sh. 47292 2021-06-09 1 AMGEN INC AMGN, 300 sh. 71706 2021-06-09 1 JAZZ PHARMACEUTICALS INC JAZZ, 125 sh. 22689 2021-06-09 1 INSMED INC COM DE INSM, 720 sh. 19792 2021-06-09 1 ZOOMINFO TECHNOLOGIES ORD SHS CLASS A ZI, 66660 sh. 4319234 2021-08-31 IPATH DJ AIGCITR ETN 500661 624225 IQ MERGER ARBITRAGE ETF 1001497 959438 ISHARE SP SMALL CAP 600 INDEX 1158812 1583101 ISHARES S&P 500 INDEX FD 2443180 3610813 ISHARES TR S & P MIDCAP 400 IN 1636207 2249071 PIMCO FLEXIBLE CREDIT INCOME F 1281226 1252252 VANGUARD 500 INDEX FUND ADM 3984217 5904904 VANGUARD CHARLOTTE INTL BD IDX 751254 722596 VANGUARD FTSE ALL-WLD EX-US SM 749759 787685 VANGUARD FTSE ALL-WORLD EX-US 2503799 2533928 VANGUARD FTSE EMERGING MARKETS 999374 964470 VANGUARD GLOBAL EX-US REAL EST 500228 463970 VANGUARD SF REIT ETF 750779 879356 VANGUARD SHORT TERM CORPORATE 1250372 1225401 VANGUARD TOTAL BOND MARKET ETF 1252148 1228875 ZOOMINFO TECHNOLOGIES ORD SHS 2375385 2353572 BLACKSTONE REIT INC. TR 1000000 1241483 Administrative Fees 60582 60582 Postage/Delivery Service 36 36 State or Local Filing Fees 25 25 Investment Management Services 3289 3289 990-PF Estimated Tax for 2021 65200 990-PF Excise Tax for 2020 188 990-PF Extension for 2020 6300