2025-10-09T16:06:51-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 461579719 McCallum Family Foundation % Foundation Source MCCA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dana McCallum President 8008391754 2025-10-07 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 13090379 X 0 X 28316 28316 293371 293371 928896 2114966 950888 1250583 1272575 0 44090 44090 12630 3375 3375 35904 35904 95999 44090 39279 495299 495299 591298 44090 534578 659285 1228485 0 444576 1042931 1042931 250000 8640048 9203978 12047448 250000 9584624 10246909 13090379 0 0 X 9584624 10246909 9584624 10246909 9584624 10246909 9584624 659285 3000 10246909 10246909 Publicly-traded Securities 2114966 1164078 950888 950888 950888 17076 17076 17076 9700 0 7800 17500 X 54 370 370 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 true false false false false false false false false false false false false false false false false false Merrin Donahue Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Dana D McCallum Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 Jack McCallum Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Katharine McCallum Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Jennifer Smith Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 12092227 603036 0 12695263 0 12695263 190429 12504834 625242 625242 17076 17076 608166 608166 608166 534578 0 0 0 0 534578 608166 524044 534578 524044 10534 0 0 597632 0 0 Dana D McCallum Jack McCallum X A MEMORY GROWS 4716 RICKY RANCH RD FORT WORTH TX 76126 N/A PC Charitable Event 500 AMON CARTER MUSEUM OF WESTERN ART 3501 CAMP BOWIE BLVD FORT WORTH TX 76107 N/A PC General & Unrestricted 5000 ANIMAL INVESTIGATION AND RESPONSE PO BOX 100383 FORT WORTH TX 76185 N/A PC General & Unrestricted 2000 CANCER CARE SERVICES 623 S HENDERSON ST FORT WORTH TX 76104 N/A PC Heroes of Hope Fund 5000 CASA MANANA INC 3101 W LANCASTER AVE FORT WORTH TX 76107 N/A PC CPAC Performing Arts Conservatory Fund 10000 CASA MANANA INC 3101 W LANCASTER AVE FORT WORTH TX 76107 N/A PC General & Unrestricted (see general explanation attachment) 2899 CASA MANANA INC 3101 W LANCASTER AVE FORT WORTH TX 76107 N/A PC The Little Mermaid Costumes Fund 25000 CRISTO REY FORT WORTH STUDY PROGRAM INC 2633 ALTAMESA BLVD FORT WORTH TX 76133 N/A SO II Scholarship Fund 2400 CUISINE FOR HEALING 1614 MISTLETOE BLVD FORT WORTH TX 76104 N/A PC General & Unrestricted 5000 DONT FORGET TO FEED ME PET FOOD BANK INC PO BOX 471277 FORT WORTH TX 76147 N/A PC General & Unrestricted 1000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC GBM Research Fund at the Tisch Brain Center 5000 ELACHEE NATURE SCIENCE CENTER 2125 ELACHEE DR GAINESVILLE GA 30504 N/A PC General & Unrestricted 1000 ELBOW REEF FOUNDATION INC 3216 DIXIE HWY ERLANGER KY 41018 N/A PC McKibbon Campaign for the Lighthouse rebuild 1000 EQUEST PO BOX 171779 DALLAS TX 75217 N/A PC Veterans Program 5000 FORT WORTH GARDEN CLUB INC 3220 BOTANIC GARDEN BLVD FORT WORTH TX 76107 N/A PC Family Garden, Ways and Means Project 2500 GEORGIA TECH FOUNDATION INC 760 SPRING ST NW SUITE 400 ATLANTA GA 30308 N/A PC Neurorehabilitation Training Program 250000 GLADSTONE COMMUNITY CHURCH 856 GLADSTONE BLVD SHREVEPORT LA 71104 N/A PC General & Unrestricted 2000 GREAT DANE RESCUE OF NORTH TEXAS INC PO BOX 118725 CARROLLTON TX 75011 N/A PC General & Unrestricted 5000 HABITAT FOR HUMANITY INTERNATIONAL INC - FORT WORT 9333 N NORMANDALE ST FORT WORTH TX 76116 N/A PC General & Unrestricted 5000 HASTINGS-ON-HUDSON HIGH SCHOOL ALUMNI ASSOCIATION 1 MOUNT HOPE BLVD HASTINGSONHUDSON NY 10706 N/A PC Academic achievements in English Scholarship Fund 15000 HEALTHY AQUATICS MARINE INSTITUTE OF FLORIDA INC 520 24TH ST WEST PALM BCH FL 33407 N/A PC General & Unrestricted 17000 HEALTHY AQUATICS MARINE INSTITUTE OF FLORIDA INC 520 24TH ST WEST PALM BCH FL 33407 N/A PC New Building Fund 40000 HUMANE TOMORROW 1601 ARROWHEAD DR FLOWER MOUND TX 75028 N/A PC General & Unrestricted 2000 JEWEL CHARITY BALL INCORPORATED 3301 HAMILTON AVE STE 121 FORT WORTH TX 76107 N/A PC Charitable Event 5000 LENA POPE HOME INC 3200 SANGUIENT ST RICHMOND TX 77406 N/A PC Charitable Event 1000 NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC 1150 SANCTUARY PKWY STE 350 ALPHARETTA GA 30009 N/A PC Rebuild Great Guana Cay Foundation Fund, Guana rescue 2000 RONALD MCDONALD HOUSE OF FORT WORTH INC 1004 7TH AVE FORT WORTH TX 76104 N/A PC The Road House Mission Moment 10000 RONALD MCDONALD HOUSE OF FORT WORTH INC 1004 7TH AVE FORT WORTH TX 76104 N/A PC Share A Night Bedroom Program 7500 RONALD MCDONALD HOUSE OF FORT WORTH INC 1004 7TH AVE FORT WORTH TX 76104 N/A PC House Seats for the Families 6000 ROYAL POTCAKE RESCUE USA INC 1880 SHARPE LN DUNEDIN FL 34698 N/A PC Abaco Shelter Potcake Rescue 2000 RUTLEDGE FOUNDATION 5608 MALVEY AVE FORT WORTH TX 76107 N/A PC General & Unrestricted 5000 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 N/A PC Asheville and Tampa Fund 12500 SPOTLIGHT CAST & CREW 2240 W MAGNOLIA AVE FORT WORTH TX 76110 N/A PC General & Unrestricted 1000 SWEET BRIAR INSTITUTE PO BOX 1057 SWEET BRIAR VA 24595 N/A PC General & Unrestricted 2000 TARRANT AREA FOOD BANK 2600 CULLEN ST FORT WORTH TX 76107 N/A PC Ready to Learn Program 5000 TEXAS ACADEMY 4 685 JOHN B SIAS MEMORIAL PKWY STE 2 FORT WORTH TX 76134 N/A PC General & Unrestricted 1000 TEXAS COALITION FOR ANIMAL PROTECTION PO BOX 77016 FT WORTH TX 76177 N/A PC General & Unrestricted 2000 TEXAS MEDICAL ASSOCIATION FOUNDATION 401 W 15TH ST AUSTIN TX 78701 N/A PC Hard Hats For Little Heads Program 5000 THE DALLAS FOUNDATION PO BOX 650823 DALLAS TX 75265 N/A PC The Fort Worth Club Scholarship Fund 5000 THE NEW HORIZONS FOUNDATION INC 731 CHAPEL HILLS DR COLORADO SPGS CO 80920 N/A PC Blue Mountain Ranch Fund 3000 WAXAHACHIE C A R E SERVICES PO BOX 371 WAXAHACHIE TX 75168 N/A PC General & Unrestricted 1000 WORLD CENTRAL KITCHEN INCORPORATED PO BOX 96538 WASHINGTON DC 20090 N/A PC Hurricane Support in Asheville and Tampa 10000 495299 14 28316 14 293371 18 928896 1250583 1250583 false false false false false false false false false false IN-KIND GRANTS 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 3 Night Hotel Stay: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $2,899 TOTAL BOOK VALUE OF PROPERTY: $2,899 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $2,899 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: 3 Night Hotel Stay UNITS: 1 DATE OF DISTRIBUTION: 7/15/2024 GRANT RECIPIENT: CASA MANANA INC FMV OF PROPERTY: $2,899 BOOK VALUE OF PROPERTY: $2,899 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $2,899 ARTISAN HIGH INCOME FUND CL IN 421500 402393 BAIRD AGGREGATE BOND FUND CLAS 200000 196338 CALAMOS MARKET NEUTRAL FD CL I 178712 196018 CALVERT SHORT DURATION R6 279577 288194 CAVANAL HILL STRATEGIC ENHANCE 250000 248266 DFA EMERGING MARKETS VALUE POR 200000 191547 DFA INTERNATIONAL SMALL CO POR 160000 153360 DIAMOND HILL LONG SHORT FUND C 89387 80899 DODGE & COX INCOME FUND 371895 321453 DODGE & COX STOCK 722118 872755 FIRST EAGLE GLOBAL FUND CLASS 117087 128284 GATEWAY FUND CLASS N 155507 209897 HARTFORD INTERNATIONAL OPPORTU 340000 405653 INVESCO OPPENHEIMER DEVELOPING 222814 193400 INVESCO QQQ TRUST 121636 452950 ISHARES S&P 500 INDEX FD 164075 494491 ISHARES TR S & P MIDCAP 400 IN 279759 410311 ISHARES TRUST RUSSELL 1000 GRO 229985 682686 JOHN HANCOCK FUNDS III DISCIPL 484832 580723 MFS MID CAP GROWTH MUTUAL FUND 212714 272261 MFS VALUE FUND CLASS R6 462399 520218 NEUBERGER BERMAN ALTRNTIVE FDS 91567 103588 NVIDIA CORP 18835 510302 PIMCO INCOME FUND 450000 463202 T. ROWE PRICE GROWTH STOCK FUN 174758 375796 T. ROWE PRICE NEW HORIZONS FUN 169298 198834 VANGUARD INSTITUTIONAL INDEX 635099 1164778 VANGUARD INTERMED BD INDX FD I 1239431 1114155 VANGUARD SHORT-TERM BOND INDEX 310993 301144 VANGUARD SMALL-CAP INDEX FUND 350000 383541 VANGUARD SMALLCAP VALUE INDEX 100000 130011 Administrative Fees 35879 35879 State or Local Filing Fees 25 25 RETURNED GRANTS 3000 Investment Management Services 44090 44090 990-PF Estimated Tax for 2024 9700 990-PF Excise Tax for 2023 2930