2026-06-25T13:27:58-04:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 461579719 McCallum Family Foundation % Foundation Source MCCA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dana McCallum President 8008391754 2026-06-22 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 14163806 X 0 X 34722 34722 291564 291564 227685 922992 227685 553971 553971 0 46545 46545 10900 5073 5073 37377 742 36635 99895 47287 41708 558297 558297 658192 47287 600005 -104221 506684 0 1042931 806134 806134 9203978 9336554 13357672 10246909 10142688 14163806 0 0 X 10246909 10142688 10246909 10142688 10246909 10142688 10246909 -104221 10142688 10142688 Publicly-traded Securities 922992 695307 227685 227685 227685 7043 7043 7043 3470 0 3600 7070 X 58 31 0 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 true 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 12828915 822343 0 13651258 0 13651258 204769 13446489 672324 672324 7043 7043 665281 665281 665281 600005 0 0 0 0 600005 665281 597632 2023 2022 2021 600005 597632 2373 0 0 662908 0 0 Dana D McCallum Jack McCallum X 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 BAY AREA LATINO LAWYERS FUND PO BOX 644 SAN FRANCISCO CA 94104 N/A PC Law Student Scholarship Fund 20000 BOTANICAL RESEARCH INSTITUTE OF TEXAS INC 1700 UNIVERSITY DR FORT WORTH TX 76107 N/A PC Blooming Beds fund 850 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 the creation of a Featured Artist Fund 12000 CASA MANANA INC 3101 W LANCASTER AVE FORT WORTH TX 76107 N/A PC Cabaret Theater improvements 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) 1447 CASA MANANA INC 3101 W LANCASTER AVE FORT WORTH TX 76107 N/A PC New Sound Board for the Theater fund 40000 COWTOWN FRIENDS OF FORT WORTH ANIMAL CARE & CONTRO PO BOX 152111 ARLINGTON TX 76015 N/A PC General & Unrestricted 1000 CRISTO REY FORT WORTH STUDY PROGRAM INC 2633 ALTAMESA BLVD FORT WORTH TX 76133 N/A SO II General & Unrestricted 5000 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 500 DUKE UNIVERSITY BOX 90581 DURHAM NC 27708 N/A PC GBM Research Fund at the Tisch Brain Center 15000 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 General & Unrestricted 1000 EQUEST PO BOX 171779 DALLAS TX 75217 N/A PC Hooves for Heroes Program 1000 EQUEST PO BOX 171779 DALLAS TX 75217 N/A PC General & Unrestricted 2000 FORT WORTH GARDEN CLUB INC 3220 BOTANIC GARDEN BLVD FORT WORTH TX 76107 N/A PC Charitable Event 5000 FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION INC 330 E 4TH ST STE 200 FORT WORTH TX 76102 N/A PC General & Unrestricted 5000 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 4000 GREAT DANE RESCUE OF NORTH TEXAS INC PO BOX 118725 CARROLLTON TX 75011 N/A PC General & Unrestricted 1000 HEALTHY AQUATICS MARINE INSTITUTE OF FLORIDA INC 3301 ELECTRONICS WAY WEST PALM BCH FL 33407 N/A PC Generator fund 45000 HEALTHY AQUATICS MARINE INSTITUTE OF FLORIDA INC 3301 ELECTRONICS WAY WEST PALM BCH FL 33407 N/A PC General & Unrestricted 15000 HUMANE TOMORROW 1601 ARROWHEAD DR FLOWER MOUND TX 75028 N/A PC General & Unrestricted 1500 K9S FOR WARRIORS INC 114 CAMP K9 RD PONTE VEDRA BEACH FL 32081 N/A PC General & Unrestricted 2000 LENA POPE HOME INC 3200 SANGUINET ST FORT WORTH TX 76107 N/A PC General & Unrestricted 1000 NORTH TEXAS WILDLIFE CENTER 305 ROYAL OAK DR MURPHY TX 75094 N/A PC General & Unrestricted 1000 PET COALITION OF ELLIS COUNTY INC PO BOX 485 MIDLOTHIAN TX 76065 N/A PC General & Unrestricted 500 RONALD MCDONALD HOUSE OF FORT WORTH INC 1004 7TH AVE FORT WORTH TX 76104 N/A PC The House Seats Program for the Families 8000 RONALD MCDONALD HOUSE OF FORT WORTH INC 1004 7TH AVE FORT WORTH TX 76104 N/A PC Share A Night Bedroom Program for three bedrooms 7500 RONALD MCDONALD HOUSE OF FORT WORTH INC 1004 7TH AVE FORT WORTH TX 76104 N/A PC The Road House Mission Moment fund 10000 ROYAL POTCAKE RESCUE USA INC 1880 SHARPE LN DUNEDIN FL 34698 N/A PC Abaco Shelter Potcake Rescue fund 2000 RUTLEDGE CANCER FOUNDATION 5608 MALVEY AVE FORT WORTH TX 76107 N/A PC First Descents fund 1000 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 N/A PC Asheville and Tampa fund 10000 SPOTLIGHT CAST & CREW 2240 W MAGNOLIA AVE FORT WORTH TX 76110 N/A PC General & Unrestricted 2000 SWEET BRIAR INSTITUTE PO BOX 1057 SWEET BRIAR VA 24595 N/A PC General & Unrestricted 2000 TARRANT AREA FOOD BANK 2525 CULLEN ST FORT WORTH TX 76107 N/A PC Ready to Learn Program 5000 TARRANT COUNTY MEDICAL SOCIETY ALLIANCE FOUNDATION 555 HEMPHILL ST FORT WORTH TX 76104 N/A PC Charitable Event 3500 TEAM ROCKY ENTERPRISES 1227 HITCHING POST CIR BULLARD TX 75757 N/A PC General & Unrestricted 1000 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 500 TEXAS HEALTH RESOURCES FOUNDATION 612 E LAMAR BLVD STE 300 ARLINGTON TX 76011 N/A PC Charitable Event 1000 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 PEGASUS PROJECT INC PO BOX 26 BEN WHEELER TX 75754 N/A PC General & Unrestricted 1000 VAN CLIBURN FOUNDATION INC 201 MAIN ST FORT WORTH TX 76102 N/A PC Charitable Event 7500 VETERINARY CARE FOUNDATION INCORPORATED 16504 NW HWY 225 REDDICK FL 32686 N/A PC Tasha's Second Chance fund 3000 WAXAHACHIE C A R E SERVICES PO BOX 371 WAXAHACHIE TX 75168 N/A PC General & Unrestricted 500 WAXAHACHIE SYMPHONY ASSOCIATION INC PO BOX 405 WAXAHACHIE TX 75168 N/A PC General & Unrestricted 500 WHAT ABOUT REMEMBERING ME CENTER INC 809 LIPSCOMB ST FORT WORTH TX 76104 N/A PC General & Unrestricted 5000 WORLD CENTRAL KITCHEN INCORPORATED PO BOX 96538 WASHINGTON DC 20090 N/A PC General & Unrestricted 10000 CASA MANANA INC 3101 W LANCASTER AVE FORT WORTH TX 76107 N/A PC General & Unrestricted 2500 558297 14 34722 14 291564 18 227685 553971 553971 false false false false false false false false false false In-Kind Grant 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 CONCERT TICKETS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $1,447 TOTAL BOOK VALUE OF PROPERTY: $1,447 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $1,447 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: Concert Tickets UNITS: 2 DATE OF DISTRIBUTION: 3/18/2025 GRANT RECIPIENT: Casa Manana Inc FMV OF PROPERTY: $1,447 BOOK VALUE OF PROPERTY: $1,447 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,447 ARTISAN HIGH INCOME FUND CL IN 378346 366427 BAIRD AGGREGATE BOND FUND CLAS 200000 202238 CALAMOS MARKET NEUTRAL FD CL I 198497 226726 CALVERT SHORT DURATION R6 279577 292777 CAVANAL HILL STRATEGIC ENHANCE 250000 257225 DFA EMERGING MARKETS VALUE POR 200000 238361 DFA INTERNATIONAL VALUE PORTFO 195358 247904 DIAMOND HILL LONG SHORT FUND C 97725 104299 DODGE & COX INCOME FUND 371895 333657 DODGE & COX STOCK 722118 900786 FIDELITY FLOATING RATE HIGH IN 104883 103294 FIRST EAGLE GLOBAL FUND CLASS 130648 169557 GATEWAY FUND CLASS N 176418 254507 HARTFORD INTERNATIONAL OPPORTU 340000 486694 INVESCO QQQ TRUST 121636 544279 ISHARES CURRENCY HEDGED MSCI E 155094 172554 ISHARES S&P 500 INDEX FD 164075 575350 ISHARES TR S & P MIDCAP 400 IN 279759 434610 ISHARES TRUST RUSSELL 1000 GRO 229985 804610 JOHN HANCOCK FUNDS III DISCIPL 484832 591933 MFS MID CAP GROWTH MUTUAL FUND 212714 246439 MFS VALUE FUND CLASS R6 462399 536670 NEUBERGER BERMAN ALTRNTIVE FDS 102121 122081 NVIDIA CORP 18835 708700 PIMCO FUNDS FOREIGN BOND FUND 299399 299399 PIMCO INCOME FUND 450000 483897 T. ROWE PRICE GROWTH STOCK FUN 174758 383990 VANGUARD INSTITUTIONAL INDEX 635099 1342764 VANGUARD INTERMED BD INDX FD I 1139390 1067997 VANGUARD SHORT-TERM BOND INDEX 310993 307387 VANGUARD SMALL-CAP INDEX FUND 350000 411620 VANGUARD SMALLCAP VALUE INDEX 100000 138940 Administrative Fees 36596 36596 Bank Charges 742 742 Postage/Delivery Service 14 14 State or Local Filing Fees 25 25 Investment Management Services 46545 46545 990-PF Estimated Tax for 2025 3100 990-PF Extension for 2024 7800