2025-11-17T10:28:30-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 208025263 Sulentic Family Foundation % Foundation Source SULE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JUDITH MOSES PRESIDENT 8008391754 2025-11-13 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 9930952 X 1990059 15668 15668 98870 98870 333404 642490 333404 5672 77 2443673 448019 33000 33000 2525 2525 3453 53 38540 1948 36592 77518 2001 72117 525824 414000 603342 2001 486117 1840331 446018 0 511118 579616 579616 3016 3016 3016 4289191 6070812 9342679 52663 39859 5641 4852972 6693303 9930952 0 0 X 4852972 6693303 4852972 6693303 4852972 6693303 4852972 1840331 6693303 6693303 Publicly-traded Securities 638681 297344 341337 341337 Passthrough K1 Capital Gain/(Loss) 6726 PB STRATEGIC PARTNERS FEEDER FUND IV LP P 2008-07-23 2024-12-31 3809 18468 -14659 -14659 333404 6200 6200 6200 3066 0 3500 6566 X 0 366 366 false false false false false false 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, Dir 6.0 33000 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, Dir 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 7403363 433941 9466 7846770 0 7846770 117702 7729068 386453 386453 6200 6200 380253 5004 385257 385257 486117 0 111824 0 0 597941 385257 398889 1485819 243486 349748 155750 2633692 597941 385257 212684 2846376 0 398889 2447487 1485819 243486 349748 155750 212684 Robert Sulentic Susan Sulentic X 4WORD 4516 LOVERS LANE STE 205 DALLAS TX 75225 N/A PC General & Unrestricted 10000 BAYLOR HEALTH CARE SYSTEM FOUNDATION 301 N WASHINGTON AVE DALLAS TX 75246 N/A PC The Orthopedic Residency Program 25000 CANINE COMPANIONS FOR INDEPENDENCE PO BOX 446 SANTA ROSA CA 95402 N/A PC the South Central Region to be used in support of the prison puppy raising programs at Carswell, Bryan, Bastrop and Beaumont; to one program in Phoenix, the South West Region, to be used in support of a service team that contains a dog raised in one of the SCR prison programs 60000 CHEF SHOWCASE FOUNDATION 2100 MCKINNEY AVE STE 700 DALLAS TX 75201 N/A PC Charitable Event 1000 CHILD MIND INSTITUTE INC 215 E 50TH ST 5TH FL NEW YORK NY 10022 N/A PC In support of two initiatives - School & Community Programs and the Healthy Brain Network 25000 CORNERSTONE BAPTIST CHURCH PO BOX 152551 DALLAS TX 75316 N/A PC General & Unrestricted 3000 COUNCIL BLUFFS SCHOOLS FOUNDATION INC 300 W BROADWAY STE 212 COUNCIL BLFS IA 51503 N/A PC to support The Abraham Lincoln Youth Football Association's Start Up Costs 10000 DALLAS CHILDRENS ADVOCACY CENTER 5351 SAMUELL BLVD DALLAS TX 75228 N/A PC DCAC Lecture Series for Training 25000 DALLAS WIND SYMPHONY PO BOX 140398 DALLAS TX 75214 N/A PC Youth Education Programs 60000 EO WILSON BIODIVERSITY FOUNDATION 300 BLACKWELL ST STE 102 DURHAM NC 27701 N/A PC General & Unrestricted 20000 HEROES AND HORSES INC 50 ADOBETOWN RD VIRGINIA CITY MT 59755 N/A PC to be directed to Program Costs and to be directed to the Pillars of Change capital campaign 20000 HOLY INNOCENTS CHILDRENS MALARIA HOSPITAL UGANDA I 12463 RANCHO BERNARDO RD 501 SAN DIEGO CA 92128 N/A PC to purchase Medical Equipment 10000 IN THE CITY FOR GOOD 7051 ORCHID LN DALLAS TX 75230 N/A PC Camp Grady Spruce Summer Camp 10000 IOWA STATE UNIVERSITY FOUNDATION 2505 UNIVERSITY BLVD AMES IA 50010 N/A PC the Sulentic Family Success Grant Fund and to the College of Liberal Arts and Sciences Excellence Fund 60000 JUBILEE PARK & COMMUNITY CENTER CORPORATION 917 BANK ST DALLAS TX 75223 N/A PC General & Unrestricted (IN-KIND GRANT - SEE GENERAL EXPLANATION) 1402 KHAN ACADEMY INC PO BOX 1630 MOUNTAIN VIEW CA 94042 N/A PC General & Unrestricted 20000 LUNG CANCER RESEARCH FOUNDATION PO BOX 780990 PHILADELPHIA PA 19178 N/A PC General Support 10000 METROCREST SERVICES 1145 N JOSEY LN CARROLLTON TX 75006 N/A PC General & Unrestricted (IN-KIND GRANT - SEE GENERAL EXPLANATION) 1052 OUT TEACH 1 THOMAS CIR NW STE 700 WASHINGTON DC 20005 N/A PC to support North Texas 5000 PRESTON ROAD CHURCH OF CHRIST 6409 PRESTON RD DALLAS TX 75205 N/A PC For Christ's Family Clinic towards expanding the hours of physician availability at the Clinic 5000 SOCIETY OF ST VINCENT DE PAUL DIOCESAN COUNCIL OF 3826 GILBERT AVE DALLAS TX 75219 N/A PC General & Unrestricted (IN-KIND GRANT - SEE GENERAL EXPLANATION) 3856 ST ALBERT CATHOLIC HIGH SCHOOL 400 GLEASON AVE COUNCIL BLUFFS IA 51503 N/A PC General & Unrestricted 10000 THE FOUNDATION FOR COMMUNITY EMPOWERMENT PO BOX 152926 DALLAS TX 75315 N/A PC Frazier Revitalization 5000 TREC COMMUNITY INVESTORS 3100 MCKINNON ST STE 1150 DALLAS TX 75201 N/A PC 2024 ALC Mill City Project 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 CORNERSTONE BAPTIST CHURCH PO BOX 152551 DALLAS TX 75316 N/A PC General & Unrestricted (IN-KIND GRANT - SEE GENERAL EXPLANATION) 105514 525824 14 15668 14 98870 18 333404 K-1 Inc/Loss 14 77 Federal Tax Refund 01 591 2023 AIR CONDITIONER REFUND 01 5004 453614 453614 false false false false false false false false false false X X 1 Sulentic Robert 2121 N Pearl St Ste 300 Dallas TX 75201 1990059 X 1 CBRE GROUP CBRE, 7600 sh. 991648 2024-10-29 1 ISHARES S&P 500 INDEX FD IVV, 1708 sh. 998411 2024-10-29 PART I LINE 25 AND PART XIV LINE 3A PART I LINE 25 AND PART XIV LINE 3A TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $525,824 Less amount counted as a qualifying distribution on Part XI, Line 2: $111,824 TOTAL Part I, Line 25, Column (d): $414,000 PART I LINE 25 AND PART XIV LINE 3A 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: $111,824 TOTAL BOOK VALUE OF PROPERTY: $111,824 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $111,824 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 316 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: CORNERSTONE BAPTIST CHURCH FMV OF PROPERTY: $105,514 BOOK VALUE OF PROPERTY: $105,514 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $105,514 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 4 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: JUBILEE PARK & COMMUNITY CENTER CORPORATION FMV OF PROPERTY: $1,402 BOOK VALUE OF PROPERTY: $1,402 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,402 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 3 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: METROCREST SERVICES FMV OF PROPERTY: $1,052 BOOK VALUE OF PROPERTY: $1,052 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,052 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: $3,856 BOOK VALUE OF PROPERTY: $3,856 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $3,856 CBRE GROUP 2222198 4936503 FIDELITY LOW VOLATILITY FACTOR 30979 49199 FIDELITY MSCI CONSUMER STAPLES 84849 111336 FIDELITY MSCI ENERGY INDEX ETF 33020 39544 FIDELITY MSCI HEALTH CARE INDE 30309 41685 FIDELITY MSCI UTILITIES INDEX 109894 126716 FIDELITY LOW DURATION BOND FAC 87319 86071 ISHARE SP SMALL CAP 600 INDEX 54241 80905 ISHARES BARCLAYS 1-3 YEAR TREA 226420 215345 ISHARES BARCLAYS TIPS BOND FUN 129897 120564 ISHARES BARCLAYS US AGGREGATE 302407 262230 ISHARES BARCLAYS US TREASURY B 235063 196038 ISHARES CORE MSCI EAFE ETF 253889 292125 ISHARES CORE MSCI EMERGING MAR 114452 116726 ISHARES IBOXX $ INVESTMENT GRA 141374 115425 ISHARES S&P 500 INDEX FD 1659747 2184265 SCHWAB US DIVIDEND EQUITY ETF 126159 150132 VANGUARD SHORT TERM CORPORATE 228595 217870 CO-INVESTMENT FUND IV. L.P. - 39859 5641 Administrative Fees 33362 33362 Bank Charges 70 70 K-1 Exp CO-INVESTMENT FUND IV. 776 776 K-1 Exp PB STRATEGIC PARTNERS 1102 1102 2024 AIR CONDITIONER FEES 3230 3230 K-1 Inc/Loss CO-INVESTMENT FUND IV. L.P. - US TAX 70 70 K-1 Inc/Loss PB STRATEGIC PARTNERS FEEDER FUND IV 7 7 Federal Tax Refund 591 2023 AIR CONDITIONER REFUND 5004 We respectfully request that Sulentic Family Foundation's quarterly estimated taxes for taxable year ending December 31, 2024 be treated as timely and request that the $16 penalty indicated on Form 2220 be abated because the underpayment in Q3 and 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 Q3 and 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 2000 990-PF Extension for 2023 1300 990-T Extension for 2023 100 Foreign Tax Paid 53 53