2022-11-15T15:05:07-06:00 2021-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2021-01-01 461252608 The Efrusy Family Foundation % Foundation Source EFRU 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 kevin efrusy treasurer 8008391754 2022-11-14 true kevin efrusy 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 68939553 X 29747030 8150 8150 69019 69019 5311547 18722237 17089060 117982 119958 35253728 17286187 0 3115 3115 46090 195342 106104 87216 244547 109219 87216 2903100 2903100 3147647 109219 2990316 32106081 17176968 14550833 24005380 24005380 101641 59927 59630 5335566 23361261 28768384 1764148 3028218 2974130 4271182 7674665 13132029 26023370 58129451 68939553 0 0 X 26023370 58129451 26023370 58129451 26023370 58129451 26023370 32106081 58129451 58129451 Publicly-traded Securities 18722237 2218019 16504218 16504218 Passthrough K1 Capital Gain/(Loss) 584842 17089060 238760 238760 238760 78225 0 165500 243725 X 0 4965 4965 false false false false false true true false true true DE true false true 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 Kevin Efrusy Foundation Source 501 Silverside Rd Wilmington DE 198091377 Chairman, Treas 5.0 0 0 0 Molly Efrusy Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Pres 5.0 0 0 0 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 87191 18669187 14422935 11632014 44724136 0 44724136 670862 44053274 2202664 2202664 238760 804 239564 1963100 1963100 1963100 2990316 0 0 0 0 2990316 1963100 1085285 2019 2018 2017 2990316 1085285 1905031 0 0 58069 0 0 Kevin Efrusy Molly Efrusy X AFRICAN LEADERSHIP FOUNDATION PO BOX 7408 NEW YORK NY 10150 N/A PC the African Leadership Academy: the Chris Bradford Legacy Fund, 2 students Scholarship fund, unrestricted & general 590000 BRAZIL FOUNDATION 216 E 45TH ST STE 1204 NEW YORK NY 10017 N/A PC Renova BR Fund 250000 CHRISTIAN CENTER OF PARK CITY PO BOX 683480 PARK CITY UT 84068 N/A PC the CCPC Counseling center 60000 CIYOTA INC 5602 TINKERBELL LN UNIT 2411 FORT WORTH TX 76119 N/A PC General & Unrestricted 20000 EASTSIDE COLLEGE PREPARATORY SCHOOL INC 1041 MYRTLE ST E PALO ALTO CA 94303 N/A PC scholarship fund for a non-boarding student 21000 EDUCATE PO BOX 12302 DENVER CO 80212 N/A PC General & Unrestricted 50000 INTERNATIONAL JUSTICE MISSION PO BOX 96961 WASHINGTON DC 20090 N/A PC the Global survival network, programs in africa 100000 LATIN AMERICAN LEADERSHIP FOUNDATION INC 9 MARINE DR VERO BEACH FL 32960 N/A PC the Latin American Leadership Academy (LALA) 950000 LATIN AMERICAN LEADERSHIP FOUNDATION INC 9 MARINE DR VERO BEACH FL 32960 N/A PC the Latin American Leadership Academy (LALA) 100000 LITERACY COUNCIL OF NORTHERN VIRGINIA INC 2855 ANNANDALE RD FALLS CHURCH VA 22042 N/A PC General & Unrestricted 1100 MORE PERFECT UNION FOUNDATION 3033 WILSON BLVD STE E PMB 558 ARLINGTON VA 22201 N/A PC General & Unrestricted 50000 MULITIPLIER 405 14TH ST STE 164 OAKLAND CA 94612 N/A PC Project Wayfinder 100000 NORTHWESTERN UNIVERSITY 1201 DAVIS ST 3RD FLOOR EVANSTON IL 60208 N/A PC The Efrusy Family Scholarship Fund 100000 PARK CITY COMMUNITY FOUNDATION PO BOX 681499 PARK CITY UT 84068 N/A PC RISE Fund 60000 SHINING HOPE FOR COMMUNITIES INC 11 PARK PL 3RD FL NEW YORK NY 10007 N/A PC the SHOFCO Urban Network (SUN) fund 200000 STANFORD UNIVERSITY 326 GALVEZ ST STANFORD CA 94305 N/A PC The Efrusy Family Scholarship Fund - scholarship for undergraduate students from africa 56000 STANFORD UNIVERSITY PO BOX 20466 STANFORD CA 94309 N/A PC Haas Center Annual Fund 25000 STANFORD UNIVERSITY PO BOX 20466 STANFORD CA 94309 N/A PC The Efrusy Cardinal Service Fund 35000 STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS 655 KNIGHT WAY STANFORD CA 94305 N/A PC the GSB Bold Fellows FUND, EFRUSY FAMILY FELLOWSHIP FUND 100000 TEACH FOR ALL INC 25 BROADWAY 13TH FL NEW YORK NY 10004 N/A PC The Africa Fund 25000 UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION-SCHOO 2121 BERKELEY WAY RM 5302 BERKELEY CA 94720 N/A PC Student Experience and Diversity Fund 10000 2903100 14 8150 14 69019 525990 9529 18 5302018 K-1 Inc/Loss 525990 -2343 14 120325 7186 5499512 5506698 false false false false false false false false false false X X 1 Donangelo Mariana 2180 Sand Hill Road Menlo Park CA 94025 25722 X 2 Efrusy Kevin PO Box 4168 Park City UT 840604168 29721308 X 1 BILL COM HOLDINGS BILL, 107 sh. 25722 2021-12-16 2 CLOUDERA INC CLDR, 178456 sh. 2821389 2021-06-14 2 SLACK TECHNOLOGIES CLASS A ORD SHS WORK, 72000 sh. 3216240 2021-06-14 2 SALESFORCE.COM CRM, 15500 sh. 3980168 2021-12-16 2 CROWDSTRIKE HOLDINGS, INC CRWD, 15000 sh. 3066900 2021-12-16 2 DROPBOX INC DBX, 82992 sh. 2014631 2021-12-16 2 META PLATFORMS INC META, 26522 sh. 8993610 2021-12-16 2 SALESFORCE.COM CRM, 22000 sh. 5628370 2021-12-27 part I line 6A (990-PF) PART I LINE 6A (990-PF) RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $5,302,018 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $9,529 TOTAL PART I, LINE 6A: $5,311,547 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $18,722,237 BOOK BASIS: $14,005,061 NET GAIN/(LOSS): $4,717,176 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $584,842 FORM 926 Form 926 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. ABBVIE INC SER B NOTE CALL MAK 86944 86194 AIR LEASE CORP MTN CALL MAKE W 74494 73486 ALLSTATE CORP - 3.150% - 06/15 53049 51695 BANK NEW YORK MELLON - 2.200% 76829 76631 BANK OF AMERICA CORP - 4.100% 80862 78845 BHP BILLITON FIN USA - 3.850% 81287 78848 BRISTOL-MYERS SQUIBBCO - 0.537 85153 84630 BROADCOM CORP/BROADCOM CAYMAN 80419 78441 CHARTER COMMUNICATIONS OPERATI 51385 50738 CVS CAREMARK CORP - 3.500% - 0 83269 80894 DEERE JOHN CAPITAL CORP MTN - 74811 74287 DELL INTL LLC/EMC CORP NOTE - 23212 22300 DH EUROPE FIN II S AR L NOTE - 76875 75963 DOLLAR GEN CORP - 3.250% - 04/ 68689 66575 EASTMAN CHEM CO - 3.600% - 08/ 78226 75836 EDISON INTL - 2.400% - 09/15/2 38429 38343 EXELON - 3.497% - 06/01/2022 77660 75692 FIFTH THIRD BANCORP - 3.650% - 81537 78583 FOX CORP SER B NOTE 77506 75148 GENERAL MLS INC NOTE CALL MAKE 80105 78511 GENERAL MOTORS FINL CO SR UNSE 69480 67608 GILEAD SCIENCES INC SENIOR NOT 78065 76011 GLENCORE FINANCE CANADA LTD BO 73595 71841 HCA INC NOTE - 4.750% - 05/01/ 81638 78560 HUMANA INC NOTE CALL MAKE WHOL 65034 64669 JPMORGAN CHASE & CO - 3.250% - 78439 76505 KROGER CO SR NT - 3.400% - 04/ 71588 70051 LENNAR CORP NT - 4.875% - 12/1 91503 90114 MARRIOTT INTL - 2.300% - 01/15 98348 100056 NEWMONT CORP SER C - 3.700% - 79288 76799 NOVARTIS CAPITAL CORP - 2.400% 125654 125733 OMEGA HEALTHCARE INVS INC - 4. 17284 16697 OMEGA HEALTHCARE INVS INC NOTE 54745 53398 ONTARIO PROV CDA BOND - 2.550% 102975 100696 QUALCOMM INC BOND - 3.000% - 0 77712 75753 SUNOCO LOGISTICS PARTNERS NOTE 62324 61093 TORONTO-DOMINION BK - 0.450% - 75149 74547 UN PAC CORP - 2.950% - 01/15/2 91812 90555 UNITED STATES TREAS SER BF-202 64797 64434 UNITEDHEALTH GROUP INC - 2.875 110513 110216 WELLS FARGO CO - 3.500% - 03/0 27534 27154 ALPHABET INC CL A 809242 4449853 ALPHABET INC CL C 804142 4456129 BILL COM HOLDINGS 25722 26659 CROWDSTRIKE HOLDINGS, INC 3090890 3934271 DROPBOX INC 2014631 2036624 PAGERDUTY ORD SHS 64351 212149 SALESFORCE.COM 16515453 13064061 UIPATH ORD SHS CLASS A 36830 588638 59927 59630 ACCEL GROWTH FUND INVESTORS 20 806167 3114637 ACCEL GROWTH FUND VI INVESTORS 514502 513583 ACCEL INVESTORS 2016 LLC 351713 1559361 ACCEL LEADERS FUND INVESTORS 2 196953 1481279 ACCEL LONDON VII INVESTORS (20 209813 208784 ACCEL XV INVESTORS (2021) L.L. 186120 222708 APOLITICAL 99589 99589 JUNIPER HILL CAPITAL FUND LP I 4559810 5182090 PROJECT WAYFINDER 749998 749998 Administrative Fees 87191 87191 K-1 Exp ACCEL GROWTH FUND INVE 15339 15339 K-1 Exp ACCEL GROWTH FUND VI I 28 28 K-1 Exp ACCEL INVESTORS 2016 L 423 423 K-1 Exp ACCEL LEADERS FUND INV 353 353 K-1 Exp ACCEL LONDON VII INVES 4 4 K-1 Exp JUNIPER HILL CAPITAL F 91979 89957 State or Local Filing Fees 25 25 K-1 Inc/Loss ACCEL GROWTH FUND INVESTORS 2016 LLC 2384 2384 K-1 Inc/Loss ACCEL INVESTORS 2016 LLC 95 95 K-1 Inc/Loss JUNIPER HILL CAPITAL FUND LP INV 115503 117479 Investment Management Services 3115 3115 Efrusy Kevin PO Box 4168 Park City UT 840604168 Efrusy Molly PO Box 4168 Park City UT 840604168 990-PF Estimated Tax for 2021 44500 990-T Income Tax for 2020 1590