2022-11-03T20:57:15-05:00 2021-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2021-01-01 853679461 Burbridge Family Foundation % Foundation Source BURB 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JULIA BURBRIDGE VICE PRESIDENT 8008391754 2022-10-24 true JULIA BURBRIDGE 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 2327040 X 14 X 10 10 27289 27289 158962 3302580 912393 186275 939692 0 6759 6759 12030 18 17479 17479 36268 6777 17479 25600 25600 61868 6777 43079 124407 932915 831 27550 27550 2091457 2189145 2278279 22158 22158 21211 2114446 2238853 2327040 0 0 X 2114446 2238853 2114446 2238853 2114446 2238853 2114446 124407 2238853 2238853 Publicly-traded Securities 3302580 2390187 912393 912393 912393 12968 12968 12968 12000 0 1000 13000 X 0 32 32 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 Julia A Burbridge Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Steven C Burbridge Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 2257896 7246 0 2265142 0 2265142 33977 2231165 111558 111558 12968 12968 98590 98590 98590 43079 0 0 0 0 43079 98590 6258 2019 2018 2017 43079 6258 36821 0 0 61769 0 0 Julia A Burbridge Steven C Burbridge X FAITH MISSIONS INC 12201 ABERDEEN RD LEAWOOD KS 66209 N/A PC Project Porridge - School Nurse 3600 PASTORSERVE INC PO BOX 3111 MONUMENT CO 80132 N/A PC HISPANIC MINISTRY Fund for Midwest Region 2000 PASTORSERVE INC PO BOX 3111 MONUMENT CO 80132 N/A PC Ministry Fund for Midwest Region 5000 YOUTHFRONT INC 4600 RAINBOW BLVD KANSAS CITY KS 66103 N/A PC General & Unrestricted 15000 25600 14 10 14 27289 18 158962 186261 186261 false false false false false false false false false false PRECISION CASTPARTS - 3.250% - 22158 21211 3M CO 18144 16164 ACCENTURE PLC 18245 26117 ADOBE SYSTEMS, INC 18006 19847 ALPHABET INC CL A 17718 28970 AMAZON COM 23212 23340 AMERICAN CENTURY SMALL CAP VAL 48207 48360 AMGEN INC 9186 8999 APPLE INC 19119 24860 AVANTIS INTERNATIONAL SMALL CA 48243 49962 BARON DISCOVERY FUND INSTITUTI 91093 83617 BAUSCH HEALTH COS INC 16290 17367 BERKSHIRE HATHAWAY INC. CLASS 17428 23322 BLACKROCK HIGH YIELD BOND PORT 37722 38140 BNY MELLON CORE PLUS FUND CL I 81290 81120 BOEING CO 7736 7046 BOOKING HOLDINGS INC 16487 16795 CISCO SYSTEMS INC 8356 11723 CONSTELLATION BRANDS INC 20324 23340 DOLLAR GENERAL CORP 18138 19574 FEDERATED TOTAL RETURN BOND FU 74754 74274 GLOBAL X COPPER MINERS 62692 66586 HARTFORD CORE EQUITY CL I 89359 89108 ILLUMINA INC COM 18073 17120 INTUIT 18465 28945 ISHARES MSCI CHINA INDEX FUND 60071 60510 ISHARES S&P LAT AM40 60337 61371 JOHNSON & JOHNSON 7669 8554 JP MORGAN CHASE 19842 25019 KLA TENCOR CORP 18350 24086 LAM RESEARCH CORP 18365 20855 LINCOLN NATIONAL CORP 20077 18294 LOWES COMPANIES INC 18139 23005 MASTERCARD INC 18026 16888 MERCK & CO INC 6420 6514 MICROSOFT CORP 15686 24215 NEUBERGER BERMAN LARGE CAP VAL 176725 175260 NORTHERN FUNDS MID CAP INDEX 226824 224494 NVIDIA CORP 18329 35293 OCCIDENTAL PETROLEUM CORP 19532 16756 PFI FINISTERRE UNCONSTRAINED E 49113 47575 PIMCO FOREIGN BOND USD HEDGED 24558 24155 PIMCO INCOME FUND P CLASS 89204 89040 PRUDENTIAL JENNISON GLOBAL OPP 181675 180197 PRUDENTIAL SHORT-TERM CORPOROR 73839 72796 ROYAL BANK OF CANADA 9397 12206 ROYCE INTERNATIONAL PREMIER MU 56332 55164 SALESFORCE.COM 20077 22872 SHERWIN-WILLIAMS CO 18368 23947 SOUTHWEST AIRLINES 18251 12895 SPDR SER TR S&P OIL & GAS EXPL 62305 61644 T. ROWE PRICE GROUP 18222 20057 TECK RESOURCES LIMITED 15656 15620 TEXAS INSTRUMENTS INC 18345 18470 UNITEDHEALTH GROUP INC 18261 23098 WAL-MART STORES INC 12863 12733 Administrative Fees 11954 11954 Administrative Set-Up Fee 4400 4400 Delaware Incorporation Fees 500 500 IRS Application Fees 600 600 State or Local Filing Fees 25 25 Investment Management Services 6759 6759 The Foundation's tax preparer is located in Nassau County, NY, which, per IRS release NY-2021-01 announced on September 9, 2021, is included in the list of localities that constitute a covered disaster area for purposes of Treas. Reg. Sec. 301.7508A-1(d)(2) and are entitled to tax relief due to Hurricane Ida. Additional time was needed to calculate and transmit the tax payment. Therefore, Form 2220 indicates that the Q3 or Q4 estimated tax payment made on or before the extended deadline of February 15, 2022 was, in fact, made timely on the original due date of such payment. We respectfully request that no late payment penalties be assessed in connection with such payment(s) per Treas. Reg. Sec. 301.7508A-1(c)(1). 990-PF Estimated Tax for 2021 12000 990-PF Excise Tax for 2020 12 Foreign Tax Paid 18 18