2024-10-31T09:17:46-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 463685970 The Halstatt Charitable Foundation % Foundation Source HALS 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JENNIFER SULLIVAN PRESIDENT 8008391754 2024-10-29 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 4683266 X 1001308 6661 6661 93749 93749 18502 850688 23100 1120220 123510 0 2200 17872 17872 20072 0 17872 79500 79500 99572 0 97372 1020648 123510 194656 459490 459490 148268 156877 158387 2750726 3502931 4065389 3093650 4119298 4683266 0 0 X 3093650 4119298 3093650 4119298 3093650 4119298 3093650 1020648 5000 4119298 4119298 Publicly-traded Securities 850688 827588 23100 23100 23100 1717 1717 1717 1543 0 200 1743 X 0 26 26 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false false false false false false false false false false false false false false false false false false Patrick George Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Katherine Gordon Sproul Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 Juliet Anne Sproul Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Jennifer S Sullivan Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir 1.0 0 0 0 3519622 339080 0 3858702 0 3858702 57881 3800821 190041 190041 1717 1717 188324 5000 193324 193324 97372 0 0 0 0 97372 193324 2021 2020 2019 156703 156703 97372 97372 0 95952 95952 60751 0 60751 60751 NONE X BEDFORD FREE LIBRARY PO BOX 375 BEDFORD NY 10506 N/A PC General & Unrestricted 1000 BEDFORD PLAYHOUSE INC 633 OLD POST RD BEDFORD NY 10506 N/A PC General & Unrestricted 1000 BETTER TOGETHER STRENGTHENING FAMILIES INC 15275 COLLIER BLVD STE 201 NAPLES FL 34119 N/A PC Hurricane Ian Emergency Relief fund 5000 CAPTAINS FOR CLEAN WATER INC PO BOX 1653 FORT MYERS FL 33902 N/A PC General & Unrestricted 2000 CHILDRENS HEALTH CARE FOUNDATION 5901 LINCOLN DR MS CBC-3-FOUN EDINA MN 55436 N/A PC Children's Minnesota's neurosurgery program 10000 ENDEAVOR THERAPEUTIC HORSEMANSHIP INC 556 CROTON LAKE RD MOUNT KISCO NY 10549 N/A PC General & Unrestricted 1000 HABITAT FOR HUMANITY OF COLLIER COUNTY INC 11145 TAMIAMI TRL E NAPLES FL 34113 N/A PC General & Unrestricted 2000 MADOO CONSERVANCY INC PO BOX 362 SAGAPONACK NY 11962 N/A PC General & Unrestricted 1000 MARSH SANCTUARY INC 114 S BEDFORD ROAD MOUNT KISCO NY 10549 N/A PC General & Unrestricted 500 NAMI COLLIER COUNTY INC 5025 CASTELLO DR STE 101 NAPLES FL 34103 N/A PC Charitable Event 5500 NAPLES BOTANICAL GARDEN INC 4820 BAYSHORE DR NAPLES FL 34112 N/A PC Charitable Event 15000 POUND RIDGE LAND CONSERVANCY INC 1361 OLD POST RD POUND RIDGE NY 10576 N/A PC General & Unrestricted 500 PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA 1200 N QUAKER LN ALEXANDRIA VA 22302 N/A PC General & Unrestricted 4500 RUSTICUS GARDEN CLUB INC PO BOX 732 BEDFORD NY 10506 N/A PC General & Unrestricted 2000 UNIVERSITY OF DENVER 2199 S UNIVERSITY BLVD DENVER CO 80208 N/A PC Learning Experience Program 3000 UNIVERSITY OF DENVER PO BOX 910585 DENVER CO 80291 N/A PC General & Unrestricted 3000 UNIVERSITY OF FLORIDA FOUNDATION INC PO BOX 14425 GAINESVILLE FL 32604 N/A PC The Bergstrom Masters of Science in Real Estate fund 20000 WESTMORELAND SANCTUARY INC 260 CHESTNUT RIDGE RD MOUNT KISCO NY 10549 N/A PC General & Unrestricted 500 YOUTH HAVEN INC 5867 WHITAKER RD NAPLES FL 34112 N/A PC General & Unrestricted 2000 79500 14 6661 14 93749 18 18502 118912 118912 false false false false false false false false false false X X 1 Juliet C Sproul Revocable Trust 2600 Golden Gate Parkway Naples FL 34105 1001308 X X 1 ISHARES S&P 500 INDEX FD IVV, 665 sh. 300457 2023-08-07 1 ISHARES TR S & P MIDCAP 400 INDEX FD IJH, 375 sh. 100851 2023-08-07 BARCLAYS BK PLC IPATH ETN 119596 170670 ISHARES BARCLAYS US AGGREGATE 379900 346780 ISHARES DOW JONES US REAL ESTA 191480 214356 ISHARES IBOXX $ HIGH YIELD COR 119479 113067 ISHARES S&P 500 INDEX FD 857884 1163506 ISHARES TR S & P MIDCAP 400 IN 354737 487784 VANGUARD FTSE DEVELOPED MARKET 598441 674672 VANGUARD FTSE EMERGING MARKETS 383790 351405 VANGUARD SM-CAP ETF 207227 293115 VANGUARD TOTAL INTL BD IDX ETF 290397 250034 156877 158387 Administrative Fees 17847 17847 State or Local Filing Fees 25 25 RETURNED GRANT 5000 990-PF Estimated Tax for 2023 1500 990-PF Extension for 2022 700