2022-05-11T15:18:16-05:00 2021-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2021-01-01 463293989 The Scott and Nancy Atherton Foundation % Foundation Source SCOT 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 NANCY ATHERTON PRESIDENT 8008391754 2022-05-06 true NANCY ATHERTON 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 974450 X 0 X 22 22 19817 19817 10033 47878 31412 29872 51251 0 7216 7216 100 7555 30 7525 14871 7246 7525 26950 26950 41821 7246 34475 -11949 44005 12769 18547 18547 746536 728809 955903 759305 747356 974450 0 0 X 759305 747356 759305 747356 759305 747356 759305 -11949 747356 747356 Publicly-traded Securities 47878 16466 31412 31412 31412 612 612 612 199 0 199 X 0 413 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 false false false false false false false false false false false false false false false false false Austin Atherton Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 Nancy Atherton Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir 1.0 0 0 0 Paige Atherton Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Reid Atherton Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Scott Atherton Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 934572 16456 0 951028 0 951028 14265 936763 46838 46838 612 612 46226 46226 46226 34475 0 0 0 0 34475 46226 33675 2019 2018 2017 34475 33675 800 0 0 45426 0 0 Nancy Atherton Scott Atherton X ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 225 N MICHIGAN AVE 17TH FL CHICAGO IL 60601 N/A PC General & Unrestricted 250 ALZHEIMERS DISEASE RESEARCH FOUNDATION - CURE ALZH 34 WASHINGTON ST SUITE 310 WELLESLEY HILLS MA 02481 N/A PC Research program 800 AMERICAN CANCER SOCIETY 8500 MENAUL BLVD NE STE A500 ALBUQUERQUE NM 87112 N/A PC General & Unrestricted 1000 AMERICAN HEART ASSOCIATION INC 7272 GREENVILLE AVE DALLAS TX 75231 N/A PC General & Unrestricted 1000 AMERICAN NATIONAL RED CROSS 2700 SW FREEWAY HOUSTON TX 77098 N/A PC General & Unrestricted 1000 AMIGOS FOR CHRIST 75 MADDOX RD BUFORD GA 30518 N/A PC General & Unrestricted 300 ATLANTIC CENTER FOR THE ARTS INC 1414 ART CENTER AVE NEW SMYRNA FL 32168 N/A PC General & Unrestricted 300 AUSTIN HATCHER FOUNDATION FOR PEDIATRIC CANCER 232 E 11TH ST STE 100 CHATTANOOGA TN 37402 N/A PC The Five for Five program 5000 BREAST CANCER RESEARCH FOUNDATION INC 28 W 44TH ST STE 609 NEW YORK NY 10036 N/A PC General & Unrestricted 500 CECF WISH FOUNDATION INC 723 EASTLAWN DR CELEBRATION FL 34747 N/A PC General & Unrestricted 500 CHILDRENS MIRACLE NETWORK 205 W 700 S SALT LAKE CTY UT 84101 N/A PC General & Unrestricted 500 COMMUNITY COMMUNICATIONS INC 11510 E COLONIAL DR ORLANDO FL 32817 N/A PC General & Unrestricted 500 COMMUNITY HEALTH NETWORK FOUNDATION INC 7330 SHADELAND STA STE 100 INDIANAPOLIS IN 46256 N/A SO II Community Center of Hope East 500 CUDAS UNHOOKED INC 2411 GLENMORE CT NEW SMYRNA FL 32168 N/A PC General & Unrestricted 500 GLEN ARBOR ARTS CENTER 6031 S LAKE ST GLEN ARBOR MI 49636 N/A PC General & Unrestricted 500 JEKYLL ISLAND FOUNDATION INC 381 RIVERVIEW DR JEKYLL ISLAND GA 31527 N/A PC Memorial Bench for Holly Johnston 250 KIDNEY CANCER ASSOCIATION PO BOX 676226 DALLAS TX 75267 N/A PC Research program 250 MARINE DISCOVERY CENTER INC 520 BARRACUDA BLVD NEW SMYRNA FL 32169 N/A PC General & Unrestricted 500 MAYO CLINIC 200 FIRST ST SW ROCHESTER MN 55905 N/A PC General & Unrestricted 500 MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH GRAND CENTRAL STA PO BOX 4777 NEW YORK NY 10163 N/A PC General & Unrestricted 500 MONTEREY BAY AQUARIUM FOUNDATION 886 CANNERY ROW MONTEREY CA 93940 N/A PC General & Unrestricted 500 MOTORSPORTS MUSEUM & HALL OF FAME OF AMERICA FOUND 1801 W INTERNATIONAL SPEEDWAY BLVD DAYTONA BEACH FL 32114 N/A PC General & Unrestricted 4000 OCEAN CONSERVANCY INC 1300 19TH ST NW 8TH FLOOR WASHINGTON DC 20036 N/A PC General & Unrestricted 500 OPERATION ENDURING FREEDOM FAMILY FUND PO BOX 837 RIDGECREST CA 93556 N/A PC General & Unrestricted 500 OUR LADY STAR OF THE SEA CATHOLIC CHURCH 4000 S ATLANTIC AVE NEW SMYRNA BEACH FL 32169 N/A PC Human Services Ministry, OLSS General fund 2000 PARTNERS IN HEALTH A NONPROFIT CORPORATION PO BOX 996 FREDERICK MD 21705 N/A PC General & Unrestricted 300 SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC 411 MERCY DR ORLANDO FL 32805 N/A PC General & Unrestricted 1500 SOUTHEAST VOLUSIA HUMANE SOCIETY 1200 S GLENCOE RD NEW SMYRNA FL 32168 N/A PC General & Unrestricted 500 ST JUDE CHILDRENS RESEARCH HOSPITAL INC 501 ST JUDE PL MEMPHIS TN 38105 N/A PC General & Unrestricted 500 THE SHRINERS HOSPITAL FOR CHILDREN 2900 N ROCKY POINT DR TAMPA FL 33607 N/A PC General & Unrestricted 500 THE WILD ANIMAL SANCTUARY A COLORADO NON-PROFIT CO 1946 COUNTY RD 53 KEENESBURG CO 80643 N/A PC General & Unrestricted 500 WWP INC - WOUNDED WARRIOR PROJECT INC PO BOX 758517 TOPEKA KS 66675 N/A PC General & Unrestricted 500 26950 14 22 14 19817 18 10033 29872 29872 false false false false false false false false false false BAIRD AGGREGATE BOND FUND CLAS 101151 106368 BAIRD QUALITY INTERMEDIATE MUN 11015 10971 DFA INTERNATIONAL CORE EQUITY 167607 188471 HOTCHKIS & WILEY HIGH YLD-I 22923 23340 INVESCO OPPENHEIMER DEVELOPING 52451 73972 INVESCO OPPENHEIMER STEELPATH 26818 38391 ISHARES CORE US REIT ETF 31025 44947 ISHARES RUSSELL 2000 GROWTH IN 23360 37510 ISHARES TRUST RUSSELL 1000 GRO 68870 88927 ISHARES TRUST RUSSELL 2000 VAL 35645 54963 PGIM GLOBAL TOTAL RETURN FUND 6377 6263 VANGUARD GLOBAL EX-US REAL EST 21074 21904 VANGUARD GROWTH ETF 63664 128360 VANGUARD VALUE ETF 96829 131516 Administrative Fees 7500 7500 Bank Charges 30 30 State or Local Filing Fees 25 25 Investment Management Services 7216 7216 990-PF Estimated Tax for 2021 100