2022-09-28T12:58:37-05:00 2021-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2021-01-04 861247291 Bur Oak Foundation % Foundation Source FOUN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JAMES C Dreyfous PRESIDENT 8008391754 2022-08-17 true JAMES C Dreyfous 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X X X X 4899252 X 5374150 6 6 147800 147800 269457 5980214 5642707 5791413 5790513 0 9300 12464 12464 21764 0 12464 617338 617338 639102 0 629802 5152311 5790513 39620 39620 5112691 4859632 0 5152311 4899252 0 0 X 5152311 0 5152311 0 5152311 0 5152311 5152311 5152311 Publicly-traded Securities 5980214 337507 5642707 5642707 5642707 80488 80488 80488 9300 0 71200 80500 X 0 12 12 false false false false false false true 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 James C Dreyfous Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 929503 58422 0 987925 0 987925 14819 973106 48255 48255 80488 80488 0 0 0 629802 0 0 0 0 629802 0 2019 2018 2017 629802 0 629802 0 0 629802 0 629802 629802 NONE X CAMP BULLWHEEL INC 736 VARNEY RD ENNIS MT 59729 N/A PC General & Unrestricted 50000 EARTHJUSTICE 50 CALIFORNIA ST SUITE 500 SAN FRANCISCO CA 94111 N/A PC General & Unrestricted 30338 FLOURISH VENTURES 752 W CENTER ST STE B MIDVALE UT 84047 N/A PC new website and a new point of sale platform 12000 GREAT BASIN WATER NETWORK INC PO BOX 75 BAKER NV 89311 N/A PC General & Unrestricted 25000 HUNTSMAN CANCER FOUNDATION 500 S HUNTSMAN WAY SALT LAKE CTY UT 84108 N/A SO III FI Prostate cancer research 100000 NATIONAL AIDS MEMORIAL INC PO BOX 2270 SAN FRANCISCO CA 94126 N/A PC General & Unrestricted 100000 THE YOUNG MENS CHRISTIAN ASSOCIATION OF NORTHERN U 675 EAST 2100 SOUTH STE 200 SALT LAKE CITY UT 84106 N/A PC To fund a livable wage increase, Camp improvements, and an endowment 100000 THEODORE ROOSEVELT CONSERVATION PARTNERSHIP INC 529 14TH ST NW STE 500 WASHINGTON DC 20045 N/A PC General & Unrestricted 50000 UTAH CLEAN ENERGY ALLIANCE INC 1014 2ND AVE SALT LAKE CITY UT 84103 N/A PC General & Unrestricted 50000 UTAH RIVERS COUNCIL 1270 E 8600 S STE 16 SANDY UT 84094 N/A PC General & Unrestricted 75000 WASATCH COMMUNITY GARDENS 824 SOUTH 400 WEST STE B127 SALT LAKE CITY UT 84101 N/A PC To complete the new campus for the organization 25000 617338 14 6 14 147800 18 269457 417263 417263 false false false false false false false false false false X X 1 The James C Dreyfous Family Trust c/o James C Dreyfous 5950 S 2300 E Holladay UT 84121 5374150 X 1 CLOUDFLARE, INC. NET, 10000 sh. 1325250 2021-09-17 1 CLOUDFLARE, INC. NET, 20000 sh. 4048900 2021-11-12 AMERICAN BEACON THE LONDON CO 397844 412623 EDGEWOOD GROWTH FUND INSTI 677404 628624 FULLER & THALER BEHAVIORAL SMA 256028 248116 INVESCO OPPENHEIMER DEVELOPING 570411 498069 ISHARES TRUST - ISHARES MSCI A 452295 436956 ISHARES TRUST RUSSELL MIDCAP I 643078 630575 MERIDIAN SMALL CAP GROWTH FUND 303633 226307 TOUCHSTONE MID CAP FUND 303309 296217 VANGUARD GROWTH ETF 393049 396565 VANGUARD VALUE ETF 447065 454991 WCM FOCUSED INTL GROWTH FUNDS 668575 630589 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: Typically, a finding of a substantial contraction of assets is made by reference to the fair market value of a foundation's net assets on the first day of its calendar year. However, the taxable year ending December 31, 2021 was the year in which the Foundation received its initial endowment and the finding of a substantial contraction in this case was made by reference to the fair market value of the Foundation's assets on the date that it received its initial endowment. Accordingly, the degree of contraction of the Foundation's net assets may have been exaggerated. During the taxable year ending December 31, 2021, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $617,338. This amount represents 25% or more of the Foundation's net assets of $1,314,100 (as measured by fair market value) on the day that the Foundation received its initial endowment in the Foundation's taxable year ending December 31, 2021. 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 5890 5890 Administrative Set-Up Fee 5400 5400 Delaware Incorporation Fees 500 500 IRS Application Fees 600 600 Postage/Delivery Service 74 74 990-PF Estimated Tax for 2021 9300