2025-10-30T12:17:31-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 464228592 The Estes Family Foundation % Foundation Source ESTE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Timothy Estes President 8008391754 2025-10-23 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 190642 X 33539 483 483 5037 5037 14857 211761 14857 15212 13339 1873 -59 17 55730 20394 0 1324 1324 272 272 5284 67 5193 6880 1663 5193 57650 57650 64530 1663 62843 -8800 18731 0 70647 44759 44759 132922 147256 142161 2754 3722 203569 194769 190642 0 0 X 203569 194769 203569 194769 203569 194769 203569 -8800 194769 194769 Publicly-traded Securities 211761 196904 14857 14857 14857 260 260 260 801 0 801 541 541 false false false false false false true true true DE 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 true false false false false false false false Timothy R Estes Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec, Treas 1.0 0 0 0 135735 58288 0 194023 0 194023 2910 191113 9556 9556 260 260 9296 9296 9296 62843 0 7500 0 0 70343 9296 25423 18052 66803 38856 39756 188890 70343 9296 61047 249937 0 25423 224514 18052 66803 38856 39756 61047 Timothy R Estes X BIG BROTHERS-BIG SISTERS OF THE CAPITAL REGION INC 1519 N 3RD ST HARRISBURG PA 17102 N/A PC General & Unrestricted 2500 CARLISLE ARTS LEARNING CENTER INC 38 W POMFRET ST CARLISLE PA 17013 N/A PC General & Unrestricted 1000 CARLISLE HIGH SCHOOL BAND BOOSTERS INC PO BOX 114 CARLISLE PA 17013 N/A PC General & Unrestricted 2500 CARLISLE VICTORY CIRCLE PO BOX 684 CARLISLE PA 17013 N/A PC General & Unrestricted 2500 CHRISTS CHURCH OF GOD INC 10043 KEENAN ST HIGHLANDS RANCH CO 80130 N/A PC Hope Rising Support Another Organization via Selected Charity 10000 DICKINSON COLLEGE PO BOX 1773 CARLISLE PA 17013 N/A PC Dinela Dedic - 2024 2000 HOPE STATION OPPORTUNITY AREA NEIGHBORHOOD COUNCIL 149 W PENN ST CARLISLE PA 17013 N/A PC General & Unrestricted 2500 MAKE A WISH OF NEW HAMPSHIRE INC 814 ELM ST STE 300 MANCHESTER NH 03101 N/A PC General & Unrestricted 2500 NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 N/A PC Ella Green - 2024 1000 ONE GOAT INCORPORATED 6621 S HIGH ST CENTENNIAL CO 80121 N/A PC General & Unrestricted 21400 PRADER-WILLI SYNDROME ASSOCIATION OF COLORADO 8290 S YUKON WAY LITTLETON CO 80128 N/A PC General & Unrestricted 4250 PROJECT SHARE OF CARLISLE 5 N ORANGE ST STE 4 CARLISLE PA 17013 N/A PC General & Unrestricted 1000 UNIVERSITY OF PITTSBURGH G-7 THACKERY HALL PITTSBURGH PA 15260 N/A PC Scholarship Grant 1000 UNIVERSITY OF PITTSBURGH G-7 THACKERY HALL PITTSBURGH PA 15260 N/A PC Scholarship Grant 2000 WHEATON COLLEGE 501 COLLEGE AVE WHEATON IL 60187 N/A PC Aliah Ring - 2024 1000 WILLIAM MARSH RICE UNIVERSITY PO BOX 1892 MS-81 HOUSTON TX 77251 N/A PC Antonio Centenera - 2024 500 57650 14 483 14 5037 18 14857 01 1873 K-1 Inc/Loss 525990 -76 14 17 -76 22267 22191 false false false false false false false false false false X X 1 Castrina Jr Frank P 609 Sherwood Drive Carlisle PA 17013 20600 X Form 990-PF Form 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. ALTRIA GROUP INC 991 1203 ASE TECHNOLOGY HOLDINGS CO LTD 1783 1641 BAE SYSTEMS PLC 2235 1886 BCE INC 845 603 BHP BILLITON LIMITED 1151 977 BLACKROCK TACTICAL OPPORTUNITI 5317 5522 BNP PARIBAS SPONS ADR 1002 860 BRITISH AMERICAN TOBACCO PLC 1065 1308 BROADCOM INC 549 927 CHEVRON CORP 2198 2028 CISCO SYSTEMS INC 1107 1362 COCA COLA EUROPEAN PARTNERS PL 1200 1152 COCA COLA FEMSA SA 1535 1246 COMPAGNIE DE SAINT G 911 1009 DEUTSCHE POST AG - OLD 1019 838 DNB BANK ASA 1150 1134 DOUBLELINE FLEXIBLE INCOME FUN 6264 6408 DUKE ENERGY CO 2033 2155 FEDERATED HERMES GOVT ULTRASHO 40371 40246 FIRST TRUST BUYWRITE INCOME ET 4107 4258 FIRST TRUST INST PREFERRED SEC 5082 5217 GLENCORE XSTRATA PLC ADR 219 166 GLOBAL X FUNDS GLOBAL X NASDAQ 4193 4263 HAIER SMART HOME ADR 1178 1022 HEALTHPEAK PROPERTIES, INC 426 466 IBERDROLA ADR 1384 1489 JOHNSON & JOHNSON 2040 1880 JOHNSON CONTROLS INTERNATIONAL 2022 2368 JP MORGAN CHASE 2767 3356 KOMATSU LTD 2238 2049 MEDTRONIC PLC 1313 1438 MERCEDES-BENZ GROUP 1619 1119 MERCK & CO INC 1025 796 MORGAN STANLEY 2202 2892 MUENCHENER RUECKVERS 1151 1253 NESTLE S.A 1145 899 NIKE INC-CL B 10092 4540 NIPPON TELEGRAPH & TELEPHONE C 2343 2047 NOVARTIS AG ADR 1929 1946 PETROLEO BRASILEIRO 1657 1389 PIMCO EMERGING MARKETS BOND IN 3079 3090 RAYTHEON TECHNOLOGIES CORP 329 463 RIO TINTO PLC SPONSORED ADR 1134 1059 SIEMENS AG 2245 2320 SMURFIT 1203 1347 SOFTBANK ADR 1916 1900 SONIC HEALTHCARE LTD SHS 786 767 SVENSKA HANDELSBK UNS ADR 970 981 TESCO PLC S ADR 952 967 TOKIO MARINE HOLDINGS INC 1892 2053 TOYOTA MTR CORP 1687 1362 UNITED OVRSEAS BK LTD ADR 1750 2134 UPM KYMMENE CORP 1382 1105 VICI PROPERTIES INC 1912 1899 VOLVO AS-A ADR 871 773 ZURICH INS GROU ADR 2290 2583 ENERGY TRANSFER LP 2754 3722 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $57,650. This amount represents 25% or more of the Foundation's net assets of $207,742 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 5168 5168 Bank Charges 65 65 K-1 Exp ENERGY TRANSFER LP 26 2 State or Local Filing Fees 25 25 K-1 Inc/Loss ENERGY TRANSFER LP -59 17 Investment Management Services 1324 1324 Castrina Jr Frank P 609 Sherwood Drive Carlisle PA 17013 Foreign Tax Paid 272 272