2025-07-24T08:15:34-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 873947251 Elaine and Jeffrey Lovell Foundation % Foundation Source ELAI 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Jeffrey Lovell President 8008391754 2025-07-01 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X X 6161473 X 1422277 2808 2808 103581 103581 539882 6476061 1472865 2068548 1579254 0 49220 49220 3200 23303 23303 75723 49220 23303 350000 350000 425723 49220 373303 1642825 1530034 0 69704 371696 371696 4271646 5612479 5789777 4341350 5984175 6161473 0 0 X 4341350 5984175 4341350 5984175 4341350 5984175 4341350 1642825 5984175 5984175 Publicly-traded Securities 6476061 5003196 1472865 1472865 1472865 21267 21267 21267 1313 0 20000 21313 X 159 113 false false false false false false false true true CO true false true 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 Elaine W Lovell Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, VP 1.0 0 0 0 Jeffrey D Lovell Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Treas 1.0 0 0 0 4940142 289932 0 5230074 0 5230074 78451 5151623 257581 257581 21267 21267 236314 236314 236314 373303 0 0 0 0 373303 236314 43149 43149 373303 236314 136989 180138 0 180138 43149 136989 Elaine W Lovell Jeffrey D Lovell X 5430 FOUNDATION 16217 KITTRIDGE ST VAN NUYS CA 91406 N/A PC General & Unrestricted 100000 BEAVER CREEK CHAPEL ENDOWMENT FOUNDATION PO BOX 1781 EAGLE CO 81631 N/A SO III FI General & Unrestricted 1000 BUCKNELL UNIVERSITY 301 MARKET ST STE 2 LEWISBURG PA 17837 N/A PC Men's Water Polo Program 1000 FIRST LIBERTY INSTITUTE 2001 W PLANO PKWY STE 1600 PLANO TX 75075 N/A PC General & Unrestricted 10000 FOLDS OF HONOR FOUNDATION DEPARTMENT 13 TULSA OK 74182 N/A PC General & Unrestricted 5000 INDIAN RIVER HOSPITAL FOUNDATION INC PO BOX 128 VERO BEACH FL 32961 N/A SO I General & Unrestricted 10000 JOHN'S ISLAND FOUNDATION INC 6001 HWY A1A PMB 8323 INDIAN RIVER SHORES FL 32963 N/A PC General & Unrestricted 1000 JOHNS ISLAND COMMUNITY SERVICE LEAGUE 4445 N HWY A1A SUITE 234 VERO BEACH FL 32963 N/A PC General & Unrestricted 6000 LIFE TRAINING INSTITUTE 2201 CHARLIE B JOHNSTON RD NEWNAN GA 30263 N/A PC General & Unrestricted 2500 PATH VALLEY HISTORICAL SOCIETY INCORPORATED PO BOX 171 SPRING RUN PA 17262 N/A PC General & Unrestricted 1000 PENINSULA COMMITTEE CHILDRENS HOSPITAL PO BOX 801 PLS VRDS EST CA 90274 N/A PC Charitable Event 2500 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 N/A PC Hurricane Helene Relief 5000 SIGMA NU EDUCATIONAL FOUNDATION INC PO BOX 1869 LEXINGTON VA 24450 N/A PC General & Unrestricted 1000 SMALL CHAMPIONS INC PO BOX 4691 VAIL CO 81658 N/A PC Charitable Event 5000 STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A PC General & Unrestricted 5000 THE BEAVER CREEK RELIGIOUS FOUNDATION PO BOX 1781 EAGLE CO 81631 N/A PC General & Unrestricted 1000 THE LEARNING ALLIANCE INC 2066 14TH AVE STE 102 VERO BEACH FL 32960 N/A PC General & Unrestricted 10000 UNIVERSITY OF COLORADO FOUNDATION PO BOX 17126 DENVER CO 80217 N/A PC Athletic Director's Discretionary Fund 100000 VAIL HEALTH SERVICES FOUNDATION PO BOX 1529 VAIL CO 81658 N/A PC General & Unrestricted 25000 VAIL VALLEY FOUNDATION INC PO BOX 6550 AVON CO 81620 N/A PC General & Unrestricted 12000 VAIL VETERANS FOUNDATION INC PO BOX 6473 VAIL CO 81658 N/A PC General & Unrestricted 5000 VERO BEACH MUSEUM OF ART INC 3001 RIVERSIDE PARK DR VERO BEACH FL 32963 N/A PC Director's Gold Society and Athena Society members 10000 VILAR PERFORMING ARTS CENTER INC PO BOX 3822 AVON CO 81620 N/A PC Charitable Event 5000 VILAR PERFORMING ARTS CENTER INC PO BOX 3822 AVON CO 81620 N/A PC General & Unrestricted 10000 WESTCOAST SPORTS ASSOCIATES INC 8939 S SEPULVEDA BLVD STE 110 LOS ANGELES CA 90045 N/A PC General & Unrestricted 5000 WINDHORSE GUILD INC 1128 PINE ST BOULDER CO 80302 N/A PC General & Unrestricted 1000 WOUNDED WARRIOR PROJECT LONG TERM SUPPORT TR 4899 BELFORT RD STE 300 JACKSONVILLE FL 32256 N/A SO I General & Unrestricted 5000 YOUNG LIFE PO BOX 5184 HARLAN IA 51593 N/A PC CO-135 Vail Valley 5000 350000 14 2808 14 103581 18 539882 646271 646271 false false false false false false false false false false X X 1 Elaine and Jeffrey Lovell 950 SurfsEdge Way 305 Vero Beach FL 32963 1422277 X 1 APPLE INC AAPL, 1000 sh. 230355 2024-09-20 1 TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 1000 sh. 186565 2024-09-26 1 FAIR ISSAC & CO INC FICO, 100 sh. 191930 2024-09-26 1 NOVO NORDISK A S NVO, 2000 sh. 240040 2024-10-11 1 INTERACTIVE BROKERS GROUP, INC IBKR, 1000 sh. 150155 2024-10-11 1 TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 1000 sh. 189750 2024-10-11 1 FERRARI NV RACE, 500 sh. 233483 2024-10-11 ARISTOTLE VALUE EQUITY FUND CL 456800 439403 AVANTIS EMERGING MKTS EQUITY 299899 294009 CAUSEWAY INTERNATIONAL VALUE F 273428 260078 EDGEWOOD GROWTH FUND INSTI 236005 218377 GOLDMAN SACHS GQG PARTNERS INT 222157 196763 GQG PARTNERS EMERGING MARKETS 233539 215279 HARTFORD DIVIDEND & GROWTH CL 320227 294389 ISHARES CORE MSCI EAFE ETF 562483 542070 ISHARES CORE MSCI EMERGING MAR 259589 245100 ISHARES RUSSELL MIDCAP G IN FD 308343 336244 ISHARES RUSSELL MIDCAP VALUE 33901 33778 ISHARES S&P 500 INDEX FD 441371 523486 ISHARES TRUST RUSSELL 1000 GRO 935279 1153110 ISHARES TRUST RUSSELL 1000 VAL 594303 609033 NUANCE MID CAP VALUE FD 133482 130786 VANGUARD FTSE DEVELOPED MARKET 131999 128664 VANGUARD GROWTH ETF 24636 24626 VANGUARD VALUE ETF 145038 144582 Administrative Fees 23256 23256 Postage/Delivery Service 47 47 Investment Management Services 49220 49220 Elaine and Jeffrey Lovell 950 SurfsEdge Way 305 Vero Beach FL 32963 990-PF Estimated Tax for 2024 800 990-PF Extension for 2023 2400