2024-10-04T21:13:03-05:00 2023-12-28 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 852847523 Be Thou My Vision Foundation % Foundation Source BETH 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 alastair bruce johnston president 8008391754 2024-09-27 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X X 0 X 0 X 27429 27429 32585 32585 -37541 660238 0 22473 60014 0 950 950 10071 379 24245 24245 35266 379 25195 3640080 3640080 3675346 379 3665275 -3652873 59635 561497 2884891 3446388 0 0 0 0 X 3446388 3446388 0 3446388 0 3446388 -3652873 206485 Publicly-traded Securities 660238 697779 -37541 -37541 -37541 829 829 829 6000 0 6000 X 0 5171 0 5171 false false false false false false true true true DE true false false false true 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 Alastair Bruce Johnston Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Treas 1.0 0 0 0 Jean Boyle Johnston Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 2502812 610870 0 3113682 0 3113682 46705 3066977 152088 152088 829 829 151259 151259 151259 3665275 0 0 0 0 3665275 151259 51340 2021 2020 2019 3665275 51340 151259 3462676 3462676 0 3462676 3462676 ALASTAIR BRUCE JOHNSTON JEAN BOYLE JOHNSTON X FIDELITY INVESTMENTS CHARITABLE GIFT FUND 245 SUMMER ST MZ NM43A BOSTON MA 02210 N/A PC 2011 Be Thou My Vision Fund (IN-KIND GRANTS - SEE GENERAL EXPLANATION) 3457986 FIDELITY INVESTMENTS CHARITABLE GIFT FUND 245 SUMMER ST MZ NM43A BOSTON MA 02210 N/A PC 2011 Be Thou My Vision Fund 7094 IRCT INTL REHAB COUNCIL FOR TORTURE VICTIMS VESTERBROGADE 149 BLDG 4 3RD FL COPENHAGEN DA 1620 N/A PC General & Unrestricted 175000 3640080 14 27429 14 32585 18 -37541 22473 22473 false false false false false false false false false false PART XIV (FORM 990-PF): PART XIV (FORM 990-PF): DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OF AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $2,486,460 TOTAL BOOK VALUE OF PROPERTY: $2,279,975 TOTAL CASH PORTION OF GRANTS: $971,526 TOTAL AMOUNT OF GRANTS: $3,457,986 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES: $206,485 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: ALPHABET INC CL A UNITS: 800 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $105,364 BOOK VALUE OF PROPERTY: $72,358 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $105,364 DESCRIPTION OF PROPERTY: AMAZON COM UNITS: 1,600 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $236,848 BOOK VALUE OF PROPERTY: $284,788 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $236,848 DESCRIPTION OF PROPERTY: AMERICAN CENTURY SH DUR INFL PROT BD INV UNITS: 19,648 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $201,587 BOOK VALUE OF PROPERTY: $210,211 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $201,587 DESCRIPTION OF PROPERTY: BERKSHIRE HATHAWAY INC. CLASS B UNITS: 1,500 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $540,323 BOOK VALUE OF PROPERTY: $431,707 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $540,323 DESCRIPTION OF PROPERTY: ELI LILLY & CO UNITS: 200 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $116,319 BOOK VALUE OF PROPERTY: $51,677 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $116,319 DESCRIPTION OF PROPERTY: EXXON MOBIL CORP UNITS: 300 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $30,279 BOOK VALUE OF PROPERTY: $12,373 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $30,279 DESCRIPTION OF PROPERTY: FIDELITY FLOATING RATE HIGH INCOME UNITS: 6,022 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $55,823 BOOK VALUE OF PROPERTY: $56,200 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $55,823 DESCRIPTION OF PROPERTY: ISHARES CORE MSCI EMERGING MARKETS UNITS: 500 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $25,203 BOOK VALUE OF PROPERTY: $27,147 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $25,203 DESCRIPTION OF PROPERTY: ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK UNITS: 750 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $48,514 BOOK VALUE OF PROPERTY: $48,575 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $48,514 DESCRIPTION OF PROPERTY: ISHARES RUSSELL 3000 GROWTH UNITS: 500 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $51,557 BOOK VALUE OF PROPERTY: $43,224 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $51,557 DESCRIPTION OF PROPERTY: ISHARES S&P 500 INDEX FD UNITS: 200 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $94,745 BOOK VALUE OF PROPERTY: $86,310 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $94,745 DESCRIPTION OF PROPERTY: MARKET VECTORS - GOLD MINERS ETF UNITS: 3,000 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $94,455 BOOK VALUE OF PROPERTY: $91,884 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $94,455 DESCRIPTION OF PROPERTY: MARKET VECTORS WIDE MOAT ETF UNITS: 600 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $50,799 BOOK VALUE OF PROPERTY: $45,175 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $50,799 DESCRIPTION OF PROPERTY: MICROSOFT CORP UNITS: 300 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $110,683 BOOK VALUE OF PROPERTY: $100,786 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $110,683 PART XIV (FORM 990-PF) - CONT'D: PART XIV (FORM 990-PF) - CONT'D: DESCRIPTION OF PROPERTY: PROSHARES S&P 500 DIVIDEND ARISTOCRATS UNITS: 1,500 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $143,088 BOOK VALUE OF PROPERTY: $140,537 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $143,088 DESCRIPTION OF PROPERTY: SALESFORCE.COM UNITS: 400 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $102,398 BOOK VALUE OF PROPERTY: $122,198 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $102,398 DESCRIPTION OF PROPERTY: SELECT SECTOR SPDR UTILITIES UNITS: 500 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $32,918 BOOK VALUE OF PROPERTY: $34,488 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $32,918 DESCRIPTION OF PROPERTY: SPDR PORTFOLIO SHORT TERM CORPORATE BOND UNITS: 8,000 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $238,320 BOOK VALUE OF PROPERTY: $239,136 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $238,320 DESCRIPTION OF PROPERTY: TAIWAN SEMICONDUCTOR MFG CO LTD UNITS: 1,000 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $103,305 BOOK VALUE OF PROPERTY: $97,224 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $103,305 DESCRIPTION OF PROPERTY: VISA INC UNITS: 400 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $103,930 BOOK VALUE OF PROPERTY: $83,976 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $103,930 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 28, 2023, the Be Thou My Vision Foundation (the "Foundation") made distributions from assets from sources other than current income in complete liquidation. The Foundation filed the attached Certificate of Dissolution with the Secretary of State of Delaware on December 28, 2023. 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. A final distribution of the Foundation's expected tax refund of $5,171 of will be made as a grant to a 501(c)(3) public charity per IRS regulations. Administrative Fees 24220 24220 State or Local Filing Fees 25 25 GRANTS OF PUBLICLY TRADED SECURITIES 206485 Philanthropic Consulting Srvcs 950 950 990-PF Estimated Tax for 2023 6000 990-PF Excise Tax for 2022 3692 Foreign Tax Paid 379 379