2022-10-27T16:18:30-05:00 2021-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2021-01-01 471431059 JM McDonald Foundation Inc % Foundation Source JMMC 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 donald r mcjunkin president 8008391754 2022-10-19 true donald r mcjunkin 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 46841156 X 0 X 649 649 443659 443659 5424740 14525346 5424740 68 68 5869116 5869116 0 220534 219534 1000 80239 2959 54180 474 53706 354953 222967 54706 1454000 1454000 1808953 222967 1508706 4060163 5646149 3374791 4867090 4867090 2925 1309406 2258216 2256151 19365521 21582345 38170681 2079042 1489197 1547234 26131685 30196848 46841156 0 0 X 26131685 30196848 26131685 30196848 26131685 30196848 26131685 4060163 5000 30196848 30196848 Publicly-traded Securities 14525346 9100606 5424740 5424740 5424740 78481 78481 78481 56910 0 23300 80210 X 0 1729 1729 false false false false false false false true true CO NE true false false false false 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 Dana Amundson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Pamela Criswell Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 Donald R McJunkin Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir 1.0 0 0 0 Nancy J Palmer Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP, Dir 1.0 0 0 0 Scott Michael Palmer Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Janet E Stanton Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Hartline Investment Corp 211 West Wacker Dr Suite 1600 Chicago IL 60606 Investment Mgmt 113286 Manning & Napier Advisors LLC 290 Woodcliff DR FAIRPORT NY 14450 Investment Mgmt 106248 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 51264 44396065 2074214 0 46470279 0 46470279 697054 45773225 2288661 2288661 78481 78481 2210180 5000 2215180 2215180 1508706 0 0 0 0 1508706 2215180 2019 2018 2017 40849 100561 141410 1508706 1508706 0 141410 141410 565064 NONE X ABILITIES MOVEMENT INC 144 FAIRPORT VILLAGE LNDG FAIRPORT NY 14450 N/A PC Community Fitness Program 5000 ADIRONDACK FOLK SCHOOL INCORPORATED PO BOX 2 LAKE LUZERNE NY 12846 N/A PC 2021 Woodworking improvements fund 5000 ADIRONDACK HAMLETS TO HUTS INC 47 MAIN ST SARANAC LAKE NY 12983 N/A PC Adirondack Hamlets to Huts (AHH) Trails Center Expansion Project 2000 ADIRONDACK HISTORICAL ASSOCIATION PO BOX 99 BLUE MOUNTAIN LAKE NY 12812 N/A PC Adirondack Experience Live-Streaming Learning Lab 10000 ADIRONDACK LAND TRUST INC PO BOX 130 KEENE NY 12942 N/A PC Champlain Valley Farmland Protection 10000 ADIRONDACK NORTH COUNTRY ASSOCIATION INC 67 MAIN ST SARANAC LAKE NY 12983 N/A PC ADI Emerging Stewards Initiative- Bi-directional Exchange Program 5000 ALBANY MEDICAL CENTER - SARATOGA CARE INC 211 CHURCH ST SARATOGA SPGS NY 12866 N/A SO II Saratoga Hospital 10000 ALBANY SYMPHONY ORCHESTRA INC 19 CLINTON AVE ALBANY NY 12207 N/A PC In Good Company Senior Programming 4000 ALLIANCE180 INC 6 CHURCH ST GREENWICH NY 12834 N/A PC A180 Equine Experience program 5000 AMERICAN NATIONAL RED CROSS 786 DELAWARE AVE BUFFALO NY 14209 N/A PC Home Fire Relief fund 5000 ASTRONAUT SCHOLARSHIP FOUNDATION INC 651 DANVILLE DR STE 101 ORLANDO FL 32825 N/A PC Admiral Alan B. 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7 128143 127835 AT&T INC - 7.300% - 08/15/2026 245936 234348 CITIGROUP FDG INC MED SER - 1. 297749 321539 CITIGROUP FDG INC MED TRM SR - 97500 101588 CITIGROUP GLOBAL MKTS - 0.000% 131040 143471 CITIGROUP INC - 0.000% - 12/11 100000 104511 HSBC BK - 1.210% - 03/07/2028 97331 109540 IKON OFFICE SOLUTIONS INC BOND 50750 51917 MORGAN STANLEY - 1.461% - 08/2 99000 104943 MORGAN STANLEY - 3.463% - 07/1 76554 78977 MORGAN STANLEY - 8.000% - 05/1 67194 65520 NOMURA AMER FIN LLC MTN - 2.84 98000 103045 ACTIVISION BLIZZARD INC 86641 96469 ADVANCED MICRO DEVICES INC 542618 2302400 AGNICO EAGLE MINES LTD 67691 52396 ALCON INC 117395 171278 ALPHABET INC CL A 577383 2224927 AMAZON COM 648786 1827218 AMERICAN TOWER REIT INC 54117 109688 ANAPLAN INC 62623 65382 B RILEY FINANCIAL INC - 0.000% 112569 131250 BARRICK GOLD CORPORATION 68406 56031 BERKLEY W R CP 70476 94584 BIOMARIN PHARMACEUTICAL INC 125507 143304 BLOOM ENERGY CORP 283165 701760 BP PLC SPONSORED ADR 19381 25432 CANADIAN NATL RAILWAY CO 106782 116226 CHARTER COMMUNICATIONS, INC 90783 111487 CONOCOPHILLIPS 22249 33058 COPART INC 39658 84149 DOLLAR GENERAL CORP 70762 86785 DOLLAR TREE INC 44767 69698 ELECTRONIC ARTS 41230 66610 ENPHASE ENERGY ORD SHS 395611 1280580 EQUINIX, INC 33701 69359 EXXON MOBIL CORP 20450 31880 F M C CP 143550 172417 FEDEX CORPORATION 63068 66729 GRAPHIC PACKAGING CORP COM STK 98638 140088 HANNON ARMSTRONG SUST INFRAST 1202675 1274880 HEINEKEN N V S ADR 63089 79170 HYATT HOTELS CORP 69323 81611 IDEXX CORP 50046 73748 INSPERITY INC 37188 69567 INTERCONTINENTAL EXCHANGE, INC 99266 148532 JOHNSON & JOHNSON 149161 217259 L'AIR LIQUIDE ADR OTC 102414 103982 MANNING & NAPIER CORE BOND SER 1199407 1147577 MANNING & NAPIER DISCIPLINED V 219155 252183 MANNING & NAPIER OVERSEAS SERI 385357 545595 MANNING & NAPIER REAL ESTATE S 399416 539863 MANNING & NAPIER UNCONSTRAINED 1746748 1783826 MARRIOTT INTERNATIONAL INC. CL 839077 1165768 MARVELL TECHNOLOGY, INC 796108 2362229 MASTERCARD INC 105745 217389 MEDTRONIC PLC 47966 65691 META PLATFORMS INC 235445 356195 MICROSOFT CORP 625879 1918706 MONDELEZ INTERNATIONAL INC 107400 166438 MOODYS CORP 85963 142562 MP MATERIALS CORP 1568065 2180160 NEWMONT GOLDCORP CORPORATION 69039 68904 NORFOLK SOUTHERN CORP 66014 86336 NOVARTIS AG ADR 104510 129368 NOVOCURE LTD 253712 1276360 NVIDIA CORP 458090 2205825 PAYPAL HOLDINGS, INC 479240 899149 RENEWABLE ENERGY GROUP INC 495797 339520 ROYAL DUTCH SHEL PLC SPONS ADR 18569 15086 RYANAIR HOLDINGS PLC-ADR COM 27923 60886 S&P GLOBAL INC COM 23057 61351 SALESFORCE.COM 133866 136976 SBA COMMUNICATIONS CORP 126359 203068 SEA LTD 105093 111631 SEAGEN INC 136012 136512 SERVICE NOW 1013492 1054804 SNOWFLAKE INC 1066299 1185625 SOLAREDGE TECHNOLOGIES INC 478790 701425 SONY GROUP CORP 127679 156230 THE COCA-COLA CO 105039 131150 THERMO FISHER SCIENTIFIC INC 37689 93414 TOTALENERGIES SE 21443 31654 UBISOFT ENTERTAIN UNSP ADR EAC 70550 48320 UNILEVER PLC AMER 138905 191761 UNITED PARCEL SERVICE 64181 67088 VEEVA SYSTEMS INC 620957 1021920 VERTEX PHARMCTLS INC 175824 181390 VISA INC 118165 215626 ZILLOW GROUP, INC (CL A) 368363 622200 ZOETIS INC 534788 1512986 2258216 2256151 Administrative Fees 51264 51264 Bank Charges 474 474 Foundation Dues & Memberships 1560 1560 Postage/Delivery Service 254 254 Registered Agent Fee 339 339 State or Local Filing Fees 33 33 Website Hosting/Support 256 256 Class Action Lawsuit Proceeds 68 68 RETURNED GRANT 5000 Investment Management Services 219534 219534 Website Development 1000 1000 The Foundation's tax preparer is located in Nassau County, NY, which, per IRS release NY-2021-01 announced on September 9, 2021, is included in the list of localities that constitute a covered disaster area for purposes of Treas. Reg. Sec. 301.7508A-1(d)(2) and are entitled to tax relief due to Hurricane Ida. Additional time was needed to calculate and transmit the tax payment. Therefore, Form 2220 indicates that the Q3 or Q4 estimated tax payment made on or before the extended deadline of February 15, 2022 was, in fact, made timely on the original due date of such payment. We respectfully request that no late payment penalties be assessed in connection with such payment(s) per Treas. Reg. Sec. 301.7508A-1(c)(1). 990-PF Estimated Tax for 2021 56900 990-PF Extension for 2020 20380 Foreign Tax Paid 2959 2959