2025-11-04T14:27:42-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 461252608 The Efrusy Family Foundation % Foundation Source EFRU 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Kevin Efrusy Treasurer 8008391754 2025-11-02 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 103185352 X 8854935 461209 461209 1569320 1569320 1680861 23468540 4508619 665743 549565 13232068 7088713 0 5665 5665 203381 359593 256523 99734 568639 262188 99734 2891000 2891000 3459639 262188 2990734 9772429 6826525 0 8312141 23207724 23207724 2228 131255 2228 2228 23839918 8783587 8855025 25329864 32155007 46374039 4351406 4825314 4903406 13176370 15939523 19767930 75000 75000 75000 75215954 84988383 103185352 0 0 X 75215954 84988383 75215954 84988383 75215954 84988383 75215954 9772429 84988383 84988383 Publicly-traded Securities 23468540 19285000 4183540 4183540 Passthrough K1 Capital Gain/(Loss) 392431 Sec 751 Gain on Sale of Ptshp Reclass -67352 4508619 94889 94889 94889 87300 0 5900 93200 X 0 1689 false false false false false true true 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 Kevin Efrusy Foundation Source 501 Silverside Rd Wilmington DE 198091377 Chairman, Treas 5.0 0 0 0 Molly Efrusy Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Pres 5.0 0 0 0 Foundation Source 55 Walls Drive SUITE 302 Fairfield CT 06824 Administrative 99709 60723693 10720578 19767930 91212201 0 91212201 1368183 89844018 4492201 4492201 94889 9289 104178 4388023 4388023 4388023 2990734 0 0 0 0 2990734 4388023 1148599 2990734 1148599 1842135 0 0 2545888 0 0 Kevin Efrusy Molly Efrusy X AFRICAN LEADERSHIP FOUNDATION PO BOX 7408 NEW YORK NY 10150 N/A PC the African Leadership Academy (ALA) ALforGovernance Sector 185000 AFRICAN LEADERSHIP FOUNDATION PO BOX 7408 NEW YORK NY 10150 N/A PC ALA scholarship FUND and AL for GoV FUND 915000 ANTI-CORRUPTION FOUNDATION INC 85 BROAD ST FL 16 038 NEW YORK NY 10004 N/A PC ACF Fundraiser fund 40000 BETTER UTAH INSTITUTE PO BOX 521855 SALT LAKE CTY UT 84152 N/A PC Better Boundaries Project 5000 BRAZIL FOUNDATION 216 E 45TH ST STE 1106 NEW YORK NY 10017 N/A PC General & Unrestricted 250000 CHRISTIAN CENTER OF PARK CITY PO BOX 683480 PARK CITY UT 84068 N/A PC the Counseling and Wellness Center 60000 CIYOTA INC 5602 TINKERBELL LN 2411 FORT WORTH TX 76119 N/A PC General & Unrestricted 30000 EASTSIDE COLLEGE PREPARATORY SCHOOL INC 1041 MYRTLE ST E PALO ALTO CA 94303 N/A PC Scholarship Fund 42000 EDUCATE PO BOX 12302 DENVER CO 80212 N/A PC General & Unrestricted 25000 EDUCATION FOUNDATION OF BALTIMORE COUNTY PUBLIC 105 W CHESAPEAKE AVE B-1 TOWSON MD 21204 N/A PC Wayfinder Implementation in Baltimore County Public Schools 50000 GEORGE WASHINGTON UNIVERSITY PO BOX 98131 WASHINGTON DC 20090 N/A PC GW Hillel's mental health and wellness program 15000 INTERNATIONAL GENEROSITY FOUNDATION TRUST 1901 ULMERTON RD STE 400 CLEARWATER FL 33762 N/A PC Treeco Fund for secondary school student scholarships in Kenya 12500 INTERNATIONAL GENEROSITY FOUNDATION TRUST 1901 ULMERTON RD STE 400 CLEARWATER FL 33762 N/A PC Treeco Fund for Capacity building for local elected leaders and governance benchmarking programs 70000 INTERNATIONAL JUSTICE MISSION PO BOX 96961 WASHINGTON DC 20090 N/A PC Capital Campaign 150000 LATIN AMERICAN LEADERSHIP FOUNDATION INC 187 STERLING PL APT 2 BROOKLYN NY 11238 N/A PC the Latin American Leadership Academy (LALA) 50000 LATIN AMERICAN LEADERSHIP FOUNDATION INC 187 STERLING PL APT 2 BROOKLYN NY 11238 N/A PC the Latin American Leadership Academy (LALA) 230000 LITERACY COUNCIL OF NORTHERN VIRGINIA INC 2855 ANNANDALE RD FALLS CHURCH VA 22042 N/A PC General & Unrestricted 500 MORE PERFECT UNION FOUNDATION 505 N ANGIER AVE NE 3RD FL ATLANTA GA 30308 N/A PC General & Unrestricted 100000 PARK CITY COMMUNITY FOUNDATION PO BOX 681499 PARK CITY UT 84068 N/A PC Youth United and the Community Fund 80000 PARK CITY COMMUNITY FOUNDATION PO BOX 681499 PARK CITY UT 84068 N/A PC Women's Giving Fund 1000 PARK CITY EDUCATION FOUNDATION PO BOX 681422 PARK CITY UT 84068 N/A PC Reaching New Heights Campaign - Preschool Endowment 400000 STANFORD UNIVERSITY PO BOX 20466 STANFORD CA 94309 N/A PC the GSB Bold Fellows and the Efrusy Family Fellowship Fund 100000 TEACH FOR ALL INC 25 BROADWAY 13TH FL NEW YORK NY 10004 N/A PC Let Girls Thrive initiative 30000 THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIO PO BOX 20466 STANFORD CA 94309 N/A PC The Haas Public Service Center Fund 10000 UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION 2121 BERKELEY WAY RM 5302 BERKELEY CA 94720 N/A PC The Efrusy Global Health Leadership Initiative Fund 35000 WASATCH IMMIGRATION PROJECT PO BOX 681791 PARK CITY UT 84068 N/A PC General & Unrestricted 5000 2891000 14 461209 14 1569320 525990 17587 18 1663274 K-1 Inc/Loss 525990 48029 14 550362 Sec 751 Gain on Sale of Ptshp 525990 67352 132968 4244165 4377133 false false false false false false false false false false X X 1 The Efrusy Family Trust c/o Kevin Efrusy PO Box 4168 Park City UT 840604168 8854935 X 1 BOOKING HOLDINGS INC BKNG, 301 sh. 1594879 2024-12-06 1 SUNRUN INC RUN, 182752 sh. 1916155 2024-12-06 1 UIPATH ORD SHS CLASS A PATH, 30795 sh. 446681 2024-12-06 1 FRESHWORKS ORD SHARES CLASS A FRSH, 298429 sh. 4897220 2024-12-06 PASSION FEATURES LTD 33-34 RATHBONE PLACE LONDON UK W1T 1JN 2023-11-14 75000 PRI INVEST-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION NO SEE GENERAL EXPLANATION ATTACHMENT THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY PRI RECIPIENT: PASSION FEATURES LTD DATE OF PRI: 11/14/2023 AMOUNT OF PRI: $75,000 PURPOSE OF PRI: TO FUND THE PRODUCTION OF AN EDUCATIONAL DOCUMENTARY RAISING AWARENESS OF EXTRAJUDICIAL KILLINGS REPORTS OF AMOUNTS EXPENDED: RECIPIENT HAS SUBMITTED A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT FOR ITS FISCAL YEARS INDICATED BELOW: DATE OF REPORT: 03/14/2024 FOR FYE 01/31/2024 THIS INVESTMENT REMAINED ON THE FOUNDATION'S BOOKS AS OF 12/31/2024. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. 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): $1,663,274 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $17,587 TOTAL PART I, LINE 6A: $1,680,861 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $23,468,540 BOOK BASIS: $22,130,345 NET GAIN/(LOSS): $1,338,195 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $392,431 SEC 751 GAIN ON SALE OF PTSHP RECLASS NET GAIN/(LOSS): $(67,352) ABBVIE INC - 3.800% - 03/15/20 73052 74865 AIR LEASE COPR - 5.300% - 06/2 75827 75485 AIR LEASE CORP NOTE CALL - 3.2 38282 39886 AIR PRODUCTS AND CHEMICALS - 1 46534 48816 AMAZON.COM - 3.300% - 04/13/20 95210 97611 AMERICAN EXPRESS CO - 3.950% - 147625 149398 AMERICAN HONDA FIN CORP MTN - 124988 124470 AMPHENOL CORP - 4.750% - 03/30 75395 75039 AMPHENOL CORP - 5.050% - 04/05 49986 50427 APPLE INC - 3.250% - 02/23/202 57321 59276 ASTRAZENECA FINANCE LLC NOTE - 67180 71688 AUTOZONE INC - 5.050% - 07/15/ 148864 150844 BANK AMER CORP - 3.500% - 04/1 141855 147752 BHP BILLTON FIN - 5.250% - 09/ 74738 75776 BROADCOM INC SER B NT - 3.459% 96416 98102 CATERPILLAR FINL - 5.150% - 08 149438 150421 CITIGROUP INC - 3.200% - 10/21 71440 72950 CITIGROUP INC BND - 3.300% - 0 76920 79614 DISNEY WALT CO - 1.750% - 01/1 92267 97326 DISNEY WALT CO - 3.000% - 02/1 62618 63980 ECOLAB INC - 1.650% - 02/01/20 69119 70680 EOG RESOURCES INC - 3.150% - 0 44716 44828 GENERAL MILLS INC - 4.700% - 0 99737 99964 GENERAL MOT FIN CO INC NOTE M/ 77303 79748 HCA INC - 5.375% - 02/01/2025 148877 150029 HOME DEPOT INC - 4.880% - 06/2 94686 95911 HUMANA INC - 4.500% - 04/01/20 73820 74894 INTUIT NOTE - 5.250% - 09/15/2 124888 126330 JP MORGAN CHASE - 3.900% - 07/ 145693 149468 LABORATORY CORP OF AMER - 3.60 96948 99892 LINDE INC NOTE - 4.700% - 12/0 74919 75150 MARCH & MCLENNAN COS INC - 4.5 90266 89904 MICROSOFT CORP - 2.700% - 02/1 145044 149688 NATIONAL RURAL - 4.450% - 03/1 40184 39912 NETFLIX INC - 4.375% - 11/15/2 73941 74725 NETFLIX INC - 5.875% - 02/15/2 75506 75075 ORACLE CORP NOTE CALL MAKE WHO 70258 74569 PACCAR FIN CORP - 4.450% - 08/ 79894 79916 PACCAR FINANCIAL CORP - 5.050% 84958 85781 PEPSICO INC - 5.250% - 11/10/2 138276 135924 PROGRESSIVE CORP - 2.450% - 01 71753 71901 QUEST DIAGNOSTICS INC - 4.600% 126254 124802 RYDER - 4.625% - 06/01/2025 34378 34946 SOUTHERN CALIF EDISON CO SER 2 72797 74462 STANLEY BLACK &DECKER INC - 2. 74094 74712 SYSCO - 3.300% - 07/15/2026 47541 48964 T MOBILE USA - 3.500% - 04/15/ 150162 154302 THERMO FISHER SCIENTIFIC INC N 96290 95902 TORONTO DOMINION BANK MTN - 3. 72723 74721 TOYOTA MTR CR - 4.800% - 01/10 149027 150003 UNITEDHEALTH GROUP INC FXD RT 62891 64044 VERIZON COMMUNICATIONS - 3.376 72431 74850 WASTE MGMT - 3.125% - 03/01/20 111735 114669 WELLS FARGO - 4.300% - 07/22/2 68249 69014 ALPHABET INC CL A 809242 5815296 ALPHABET INC CL C 543057 3961152 BILL COM HOLDINGS 900753 1131048 BOOKING HOLDINGS INC 1594879 1495494 CROWDSTRIKE HOLDINGS, INC 700351 2907334 DATADOG INC 325620 396234 DROPBOX INC 2014631 2493080 FIVERR INTERNATIONAL ORD SHS 960254 1149768 FRESHWORKS ORD SHARES CLASS A 4897220 4825597 ISHARES RUSSELL 1000 INDEX FD 800176 768352 PAGERDUTY ORD SHS 975853 868884 ROBLOX ORD SHS CLASS A 1447188 2107319 SALESFORCE.COM 11210848 13843602 SUNRUN INC 1916155 1690456 TWILIO INC 561890 928083 UBER 11275 266614 UIPATH ORD SHS CLASS A 2485615 1725726 8783587 8855025 ACCEL GROWTH FUND INVESTORS 20 681542 1415239 ACCEL GROWTH FUND VI INVESTORS 1278985 1344807 ACCEL INVESTORS 2016 LLC 346187 1064248 ACCEL LEADERS FUND INVESTORS 2 134664 1339351 ACCEL LONDON VII INVESTORS (20 632059 696921 ACCEL XV INVESTORS (2021) L.L. 545768 638753 APOLITICAL 99589 99589 JUNIPER HILL CAPITAL FUND LP I 11095732 12419024 PROJECT WAYFINDER 1124997 749998 FELINE - IMPACT PARTNERS - 20% 75000 75000 Administrative Fees 99709 99709 K-1 Exp ACCEL GROWTH FUND INVE 1897 1897 K-1 Exp ACCEL GROWTH FUND VI I 1451 1451 K-1 Exp ACCEL INVESTORS 2016 L 1855 1855 K-1 Exp ACCEL LEADERS FUND INV 1171 1171 K-1 Exp ACCEL LONDON VII INVES 1501 1501 K-1 Exp ACCEL XV INVESTORS (20 1389 1389 K-1 Exp JUNIPER HILL CAPITAL F 250595 247259 State or Local Filing Fees 25 25 K-1 Inc/Loss ACCEL GROWTH FUND INVESTORS 2016 LLC 3674 3674 K-1 Inc/Loss ACCEL GROWTH FUND VI INVESTORS (2021 1971 1971 K-1 Inc/Loss ACCEL INVESTORS 2016 LLC 291 291 K-1 Inc/Loss ACCEL LEADERS FUND INVESTORS 2016 LL 340 340 K-1 Inc/Loss ACCEL LONDON VII INVESTORS (2021) L. 1421 1421 K-1 Inc/Loss ACCEL XV INVESTORS (2021) L.L.C 834 834 K-1 Inc/Loss JUNIPER HILL CAPITAL FUND LP INV 589860 541034 Sec 751 Gain on Sale JUNIPER HILL CAPITAL FUND LP 67352 Investment Management Services 5665 5665 990-PF Estimated Tax for 2024 87300 990-PF Excise Tax for 2023 44935 990-PF Extension for 2023 48600 990-T Extension for 2023 400 990-T Income Tax for 2023 22146