2022-11-11T22:04:07-06:00 2021-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2021-01-01 208025263 Sulentic Family Foundation % Foundation Source SULE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 judith d moses secretary 8008391754 2022-11-07 true judith d moses 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 8167334 X 0 X 38 38 85734 85734 121064 759522 121010 6054 3474 212890 210256 12000 12000 918 918 348 348 2326 26 40511 3034 37442 56103 3408 50360 569968 471622 626071 3408 521982 -413181 206848 58177 130604 130604 5370336 4899320 7933231 212020 197428 103499 5640533 5227352 8167334 0 0 X 5640533 5227352 5640533 5227352 5640533 5227352 5640533 -413181 5227352 5227352 Publicly-traded Securities 759522 665382 94140 94140 Passthrough K1 Capital Gain/(Loss) 26870 121010 2875 2875 2875 6500 0 6500 X 0 3625 3625 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 2.0 12000 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 7276428 331349 103499 7711276 0 7711276 115669 7595607 379780 379780 2875 63 2938 376842 376842 376842 521982 0 98346 0 0 620328 376842 2019 2018 2017 119831 215231 341768 398889 1485819 2561538 620328 376842 243486 2805024 0 119831 2685193 215231 341768 398889 1485819 243486 Robert Sulentic Susan Sulentic X 4WORD 4516 LOVERS LANE STE 205 DALLAS TX 75225 N/A PC funds for system Upgrade 5000 AMERICAN HEART ASSOCIATION INC PO BOX 840692 DALLAS TX 75284 N/A PC Charitable Event 1000 AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION 220 W HURON STE 4003 CHICAGO IL 60654 N/A PC Charitable Event 1000 BAYLOR HEALTH CARE SYSTEM FOUNDATION 301 N WASHINGTON AVE DALLAS TX 75246 N/A PC Nurse Residency Program 25000 CANINE COMPANIONS FOR INDEPENDENCE PO BOX 446 SANTA ROSA CA 95402 N/A PC South West Region for the Bend County Prison Program and South Central Region for the Carswelll, Bastrop and Bryan Prison Program 50000 CATHOLIC CHARITIES OF DALLAS INC 1421 W MOCKINGBIRD LN DALLAS TX 75247 N/A PC Catholic Charities of Dallas Afghan Refugee Resettlement Program to be used to support the cost of rent, to purchase furnishings, household items and food for refugees 60000 CATHOLIC CHARITIES OF DALLAS INC 1421 W MOCKINGBIRD LN DALLAS TX 75247 N/A PC GENERAL & UNRESTRICTED (SEE GENERAL EXPLANATION) 326 CBRE FOUNDATION INC 2221 ROSECRANS AVE STE 100 EL SEGUNDO CA 90245 N/A PC December 2021 Tornado Disaster Relief Fund through the American Red Cross 2000 CBRE FOUNDATION INC 2221 ROSECRANS AVE STE 100 EL SEGUNDO CA 90245 N/A PC General & Unrestricted 50000 CBRE FOUNDATION INC 2221 ROSECRANS AVE STE 100 EL SEGUNDO CA 90245 N/A PC CoreGiving's Fundraiser Initiative to help stop childhood hunger in the USA 1000 CHEF SHOWCASE FOUNDATION 2100 MCKINNEY AVE STE 700 DALLAS TX 75201 N/A PC General & Unrestricted 1000 CORNERSTONE BAPTIST CHURCH PO BOS 152551 DALLAS TX 75316 N/A PC GENERAL & UNRESTRICTED (SEE GENERAL EXPLANATION) 83207 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 General & Unrestricted 50000 EO WILSON BIODIVERSITY FOUNDATION 300 BLACKWELL ST STE 102 DURHAM NC 27701 N/A PC General & Unrestricted 10000 FERGUSON ROAD INITIATIVE PO BOX 570417 DALLAS TX 75357 N/A PC GENERAL & UNRESTRICTED (SEE GENERAL EXPLANATION) 4568 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 Funds for Student Financial Aid 100000 HEROES AND HORSES INC 1445 WEAVER RD BELGRADE MT 59714 N/A PC General & Unrestricted 10000 HILLCREST HIGH SCHOOL COMMUNITY FOUNDATION 1901 N AKARD ST DALLAS TX 75201 N/A PC Hillcrest High School Athletic Scoreboard Campaign 15000 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 Charitable Event 1000 IN THE CITY FOR GOOD 7051 ORCHID LN DALLAS TX 75230 N/A PC General & Unrestricted 2000 IN THE CITY FOR GOOD 7051 ORCHID LN DALLAS TX 75230 N/A PC Park South Family YMCA Holiday Gift Initiative 2000 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 GENERAL & UNRESTRICTED (SEE GENERAL EXPLANATION) 3392 JUBILEE PARK & COMMUNITY CENTER CORPORATION 917 BANK ST DALLAS TX 75223 N/A PC GENERAL & UNRESTRICTED (SEE GENERAL EXPLANATION) 1958 KATHYS SUNSHINE OUTREACH CENTER 4604 LUZON ST DALLAS TX 75216 N/A PC GENERAL & UNRESTRICTED (SEE GENERAL EXPLANATION) 653 KHAN ACADEMY INC PO BOX 1630 MOUNTAIN VIEW CA 94042 N/A PC General & Unrestricted 10000 LUNG CANCER RESEARCH FOUNDATION 501 7TH AVE SUITE 401 NEW YORK NY 10018 N/A PC General & Unrestricted 10000 METROCREST SERVICES 13801 HUTTON DR STE 150 FARMERS BRNCH TX 75234 N/A PC GENERAL & UNRESTRICTED (SEE GENERAL EXPLANATION) 653 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 PARISH EPISCOPAL SCHOOL 4101 SIGMA RD DALLAS TX 75244 N/A PC School Supplies for Dave's Day of Giving -for Anne Frank Elementary School, Lakeshore and the Supply Fund 4372 PRESTON ROAD CHURCH OF CHRIST 6409 PRESTON RD DALLAS TX 75205 N/A PC Christ Family Clinic Fund 2000 PUSHING FOR PINK 3868 S CENTINELA AVE APT 1 LOS ANGELES CA 90066 N/A PC Charitable Event 5000 REAL SCHOOL GARDENS 1 THOMAS CIR NW STE 700 WASHINGTON DC 20005 N/A PC funds for North Texas Region 2000 SCHOLARSHOT 2904 SWISS AVE DALLAS TX 75204 N/A PC General & Unrestricted 5000 SOCIETY OF ST VINCENT DE PAUL COMMUNITY OUTREACH O 3826 GILBERT AVE DALLAS TX 75219 N/A PC GENERAL & UNRESTRICTED (SEE GENERAL EXPLANATION) 3589 ST ALBERT CATHOLIC HIGH SCHOOL 400 GLEASON AVE COUNCIL BLUFFS IA 51503 N/A PC General & Unrestricted 5000 THE FOUNDATION FOR COMMUNITY EMPOWERMENT PO BOX 152926 DALLAS TX 75315 N/A PC General & Unrestricted 5000 UNITED TO LEARN 3000 PEGASUS PARK DR STE 940 DALLAS TX 75247 N/A PC Program to provide library books for DISD teachers to share with students for guided reading 10000 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 569968 14 38 14 85734 525990 54 18 121010 K-1 Inc/Loss 525990 1304 14 3487 Federal Tax Refund 01 1263 1358 211532 212890 false false false false false false false false false false IN-KIND GRANTS 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: $98,346 TOTAL BOOK VALUE OF PROPERTY: $98,346 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $98,346 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: GROCERY BAGS UNITS: 300 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: JUBILEE PARK & COMMUNITY CENTER CORPORATION FMV OF PROPERTY: $3,392 BOOK VALUE OF PROPERTY: $3,392 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $3,392 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 1 DATE OF DISTRIBUTION: 8/28/2021 GRANT RECIPIENT: CATHOLIC CHARITIES OF DALLAS INC FMV OF PROPERTY: $326 BOOK VALUE OF PROPERTY: $326 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $326 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 255 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: CORNERSTONE BAPTIST CHURCH FMV OF PROPERTY: $83,207 BOOK VALUE OF PROPERTY: $83,207 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $83,207 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 14 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: FERGUSON ROAD INITIATIVE FMV OF PROPERTY: $4,568 BOOK VALUE OF PROPERTY: $4,568 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $4,568 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 6 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: JUBILEE PARK & COMMUNITY CENTER CORPORATION FMV OF PROPERTY: $1,958 BOOK VALUE OF PROPERTY: $1,958 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $1,958 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 2 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: METROCREST SERVICES FMV OF PROPERTY: $653 BOOK VALUE OF PROPERTY: $653 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $653 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 2 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: KATHYS SUNSHINE OUTREACH CENTER FMV OF PROPERTY: $653 BOOK VALUE OF PROPERTY: $653 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $653 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 11 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: SOCIETY OF ST VINCENT DE PAUL COMMUNITY OUTREACH OF NORTH TEXAS FMV OF PROPERTY: $3,589 BOOK VALUE OF PROPERTY: $3,589 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $3,589 FORM 990-PF, PARTS I AND XIV FORM 990-PF, PARTS I AND XIV TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $569,968 Less amount counted as a qualifying distribution on Part XI, Line 2: $98,346 TOTAL Part I, Line 25, Column (d): $471,622 PART I LINE 6A (990-PF) 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): $121,010 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $54 TOTAL PART I, LINE 6A: $121,064 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $759,522 BOOK BASIS: $665,382 NET GAIN/(LOSS): $94,140 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $26,870 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 3255300 FIDELITY LOW VOLATILITY FACTOR 29190 40646 FIDELITY MSCI COMMUNICATION SE 34132 50424 FIDELITY MSCI CONSUMER STAPLES 77673 97768 FIDELITY MSCI HEALTH CARE INDE 28609 41982 FIDELITY MSCI UTILITIES INDEX 99910 109926 FLANDERS CORPORATION - COMMON 77252 77135 ISHARE SP SMALL CAP 600 INDEX 54087 83245 ISHARES BARCLAYS 1-3 YEAR TREA 209498 206983 ISHARES BARCLAYS TIPS BOND FUN 189302 212935 ISHARES BARCLAYS US AGGREGATE 569939 582515 ISHARES BARCLAYS US TREASURY B 220827 211049 ISHARES CORE MSCI EAFE ETF 338617 419894 ISHARES CORE MSCI EMERGING MAR 210259 247527 ISHARES IBOXX $ INVESTMENT GRA 230821 229155 ISHARES S&P 500 INDEX FD 953916 1704177 SCHWAB US DIVIDEND EQUITY ETF 111963 132881 VANGUARD SHORT TERM CORPORATE 232776 229689 CO-INVESTMENT FUND IV. L.P. - 82661 52179 PB STRATEGIC PARTNERS FEEDER F 114767 51320 Administrative Fees 37442 37442 Bank Charges 53 53 K-1 Exp CO-INVESTMENT FUND IV. 1344 1343 K-1 Exp PB STRATEGIC PARTNERS 1672 1638 K-1 Inc/Loss CO-INVESTMENT FUND IV. L.P. - US TAX- 3280 2372 K-1 Inc/Loss PB STRATEGIC PARTNERS FEEDER FUND IV 1511 1102 Federal Tax Refund 1263 Investment Management Services 348 348 990-PF Estimated Tax for 2021 1200 990-T Extension for 2020 1100 PARTNERSHIP TAXES WITHELD 26 26