2025-09-04T15:40:21-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 461299919 The Carter Chapman Shreve Family Foundation % Foundation Source CART 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Jonathan Shreve President 8008391754 2025-08-30 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 24400245 X 1118258 7713 7713 672678 672678 1041829 5873509 1648568 133 133 2840611 2329092 0 84327 84327 26300 67167 7215 59952 177794 91542 59952 2885000 2885000 3062794 91542 2944952 -222183 2237550 0 301189 265058 265058 197934 19236809 19140845 23684919 269353 377199 450268 20005285 19783102 24400245 0 0 X 20005285 19783102 20005285 19783102 20005285 19783102 20005285 -222183 19783102 19783102 Publicly-traded Securities 5873509 4224941 1648568 1648568 1648568 31102 31102 31102 9799 0 21400 31199 X 0 97 97 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 Courtney Chapman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 0.0 0 0 0 Carter Shreve Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 0.0 0 0 0 Jonathan L Shreve Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir 1.0 0 0 0 BOK Financial PRIVATE WEALTH 1600 BROADWAY 4TH FLOOR DENVER CO 80202 Investment Mgmt 84327 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 59927 24295927 431784 450268 25177979 0 25177979 377670 24800309 1240015 1240015 31102 31102 1208913 1208913 1208913 2944952 0 0 0 0 2944952 1208913 36135 1090345 1697149 1789112 4612741 2944952 1208913 1736039 6348780 0 6348780 36135 1090345 1697149 1789112 1736039 Courtney Chapman Jonathan L Shreve X ACTUARIAL FOUNDATION PO BOX 736557 CHICAGO IL 60673 N/A PC General & Unrestricted 75000 AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF S 633 THIRD AVE 20TH FL NEW YORK NY 10017 N/A PC General & Unrestricted 25000 AMERICAN RED CROSS 3642 EAST HOUSTON ST SAN ANTONIO TX 78219 N/A PC General & Unrestricted 25000 BAT CONSERVATION INTERNATIONAL INC PO BOX 140434 AUSTIN TX 78714 N/A PC General & Unrestricted 10000 CARLETON COLLEGE 1 N COLLEGE ST NORTHFIELD MN 55057 N/A PC General & Unrestricted 100000 CATO INSTITUTE 1000 MASSACHUSETTS AVE NW WASHINGTON DC 20001 N/A PC General & Unrestricted 60000 DENVER DUMB FRIENDS LEAGUE 2080 S QUEBEC ST DENVER CO 80231 N/A PC General & Unrestricted 50000 FOOD BANK OF THE ROCKIES 10700 E 45TH AVE DENVER CO 80239 N/A PC General & Unrestricted 200000 FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION IN 510 WALNUT ST STE 900 PHILADELPHIA PA 19106 N/A PC General & Unrestricted 150000 GIVEDIRECTLY INC CHURCH STREET STA PO BOX 3221 NEW YORK NY 10008 N/A PC General & Unrestricted 600000 KUOW-PUGET SOUND PUBLIC RADIO 4518 UNIVERSITY WAY NE STE 310 SEATTLE WA 98105 N/A PC General & Unrestricted 5000 MCLAUGHLIN RESEARCH INSTITUTE FOR BIOMEDICAL SCIEN 1520 23RD ST S GREAT FALLS MT 59405 N/A PC General & Unrestricted 10000 MERCY CORPS PO BOX 37800 BOONE IA 50037 N/A PC General & Unrestricted 500000 MIDCOAST HUMANE 190 PLEASANT ST BRUNSWICK ME 04011 N/A PC General & Unrestricted 50000 NATIONAL MULTIPLE SCLEROSIS SOCIETY 900 S BROADWAY 2ND FL DENVER CO 80209 N/A PC General & Unrestricted 10000 PENNINGTON BIOMEDICAL RESEARCH FOUNDATION 6400 PERKINS RD BATON ROUGE LA 70808 N/A PC General & Unrestricted 10000 PUBLIC BROADCASTING OF COLORADO INC 7409 S ALTON CT CENTENNIAL CO 80112 N/A PC General & Unrestricted 5000 ROCKY MOUNTAIN MULTIPLE SCLEROSIS CENTER 8845 WAGNER ST WESTMINSTER CO 80031 N/A PC General & Unrestricted 10000 ROCKY MOUNTAIN PLANNED PARENTHOOD INC PO BOX 732055 DALLAS TX 75373 N/A PC General & Unrestricted 25000 ROCKY MOUNTAIN PUBLIC MEDIA INC 2101 ARAPAHOE ST DENVER CO 80205 N/A PC General & Unrestricted 5000 STATE UNIVERSITY OF IOWA FOUNDATION 1 W PARK RD IOWA CITY IA 52242 N/A PC Research led by Dr. Terry Wahls 100000 STATE UNIVERSITY OF IOWA FOUNDATION 1 W PARK RD IOWA CITY IA 52242 N/A PC Wahls Therapeutic Lifestyle Fund 500000 THE SEATTLE FOUNDATION 1601 5TH AVE STE 1900 SEATTLE WA 98101 N/A PC Milliman Giving Fund 200000 THE WILD ANIMAL SANCTUARY A COLORADO NON-PROFIT CO 1946 COUNTY RD 53 KEENESBURG CO 80643 N/A PC General & Unrestricted 50000 TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET PHILADELPHIA PA 19104 N/A PC Veterinary Education at the Penn Library 10000 WORD GAME PLAYERS ORGANIZATION 92 SWEET PINE TRAIL PONTE VERDA FL 32081 N/A PC General & Unrestricted 100000 2885000 14 7713 14 672678 18 1041829 K-1 Inc/Loss 14 133 1722353 1722353 false false false false false false false false false false X X 1 Shreve Jonathan L 855 South Garfield Street Denver CO 80209 1118258 X X 1 STERLING CONSTRUCTION COMPANY INC STRL, 3400 sh. 459468 2024-09-18 1 CBIZ, INC CBZ, 5300 sh. 358791 2024-09-18 BAIRD AGGREGATE BOND FUND CLAS 4684669 4761233 BLACKROCK EMERGING MARKETS FUN 730015 677919 BLACKROCK TACTICAL OPPORTUNITI 529452 543356 CLIFFWATER CORPORATE LENDING F 650015 644538 ISHARE SP SMALL CAP 600 INDEX 138780 178015 ISHARES TR S & P MIDCAP 400 IN 970738 1399483 PIMCO INCOME FUND 2824945 2856782 VANGUARD FTSE DEVELOPED MARKET 1389540 1570504 VANGUARD GROWTH ETF 1231047 2587003 VANGUARD S&P 500 ETF 4137143 5973248 VANGUARD SM-CAP ETF 5972 6968 VANGUARD TOTAL INTERNATIONAL S 465153 485760 VANGUARD VALUE ETF 1383376 2000110 FDN CPTL LEADERSHIP FD III LP 377199 450268 Administrative Fees 59927 59927 K-1 Exp FDN CPTL LEADERSHIP FD 7215 7215 State or Local Filing Fees 25 25 K-1 Inc/Loss FDN CPTL LEADERSHIP FD III LP 133 133 Investment Management Services 84327 84327 We respectfully request that THE CARTER CHAPMAN SHREVE FAMILY FOUNDATION's quarterly estimated taxes for taxable year ending December 31, 2024 be treated as timely and request that the $249 penalty indicated on Form 2220 be abated because the underpayment in Q4 was due to reasonable cause. Treasury Regulations Sec 301.6651-1(c)(1) defines reasonable by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to calculate its quarterly estimates for tax period ending December 31, 2024. The firm was unable to reconcile the Foundation's accounts fully in order to calculate the necessary estimated tax payment for Q4 based on the annualization method. The underpayment was no fault of the foundation's and the firm is enhancing its procedures to improve its reconciliation process for future quarters. We believe that the underpayment was due to reasonable cause and in no way due to an intentional disregard for the rules, and respectfully request that no 2220 penalty be assessed. 990-PF Estimated Tax for 2024 9300 990-PF Extension for 2023 17000