2021-09-28T09:50:37-05:00 2020-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2020-01-01 463293989 The Scott and Nancy Atherton Foundation % Foundation Source SCOT 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 NANCY ATHERTON PRESIDENT 8008391754 2021-09-07 true NANCY ATHERTON 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 878133 X 99399 57 57 17723 17723 -11616 126419 0 105563 17780 0 6598 6598 7540 15 7525 14138 6613 7525 27850 27850 41988 6613 35375 63575 11167 23931 12769 12769 671799 746536 865364 695730 759305 878133 0 0 X 695730 759305 695730 759305 695730 759305 695730 63575 759305 759305 Publicly-traded Securities 126419 137155 -10736 -10736 -10736 155 155 155 254 0 254 99 99 false false false false false false 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 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 686993 13662 0 700655 0 700655 10510 690145 34507 34507 155 155 34352 34352 34352 35375 0 0 0 0 35375 0 35375 34352 34698 2018 2017 2016 35375 34698 677 0 0 33675 0 0 Nancy Atherton Scott Atherton X ALZHEIMERS DISEASE RESEARCH FOUNDATION - 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NASCAR FOUNDATION ONE DAYTONA BLVD 7TH FL DAYTONA BEACH FL 32114 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 3000 OCEAN CONSERVANCY INC 1300 19TH ST NW 8TH FL WASHINGTON DC 20036 N/A PC General & Unrestricted 1000 OPERATION ENDURING FREEDOM FAMILY FUND PO BOX 837 RIDGECREST CA 93556 N/A PC General & Unrestricted 500 ORLANDO CENTER FOR JUSTICE 1300 N SEMORAN BLVD STE 120 ORLANDO FL 32807 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 1500 PARTNERS IN HEALTH A NONPROFIT CORPORATION PO BOX 996 FREDERICK MD 21705 N/A PC General & Unrestricted 500 SALTY MINISTRIES INC 221 VINING CT ORMOND BEACH FL 32176 N/A PC General & Unrestricted 500 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 HUB ON CANAL INC 132 CANAL ST NEW SMYRNA FL 32168 N/A PC General & Unrestricted 300 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 4899 BELFORT RD STE 300 JACKSONVILLE FL 32256 N/A PC General & Unrestricted 500 27850 14 57 14 17723 18 -11616 6164 6164 false false false false false false false false false false X X 1 Living Trust of Scott Atherton 1516 N Peninsula Ave New Smyrna Beach FL 32169 99399 X 1 ISHARES TRUST RUSSELL 1000 GROWTH INDEX IWF, 420 sh. 99399 2020-12-21 BAIRD AGGREGATE BOND FUND CLAS 98426 107370 DFA INTERNATIONAL CORE EQUITY 167607 170559 HOTCHKIS & WILEY HIGH YLD-I 22923 22874 INVESCO OPPENHEIMER DEVELOPING 52451 84123 INVESCO OPPENHEIMER STEELPATH 26818 29766 ISHARES CORE US REIT ETF 31025 32193 ISHARES RUSSELL 2000 GROWTH IN 23360 36698 ISHARES TRUST RUSSELL 1000 GRO 99399 101279 ISHARES TRUST RUSSELL 2000 VAL 35645 43609 PIMCO EMERGING LOCAL BOND FUND 7315 7157 VANGUARD GLOBAL EX-US REAL EST 21074 22050 VANGUARD GROWTH ETF 63664 101336 VANGUARD VALUE ETF 96829 106350 Administrative Fees 7500 7500 Bank Charges 15 15 State or Local Filing Fees 25 25 Investment Management Services 6598 6598 Living Trust of Scott Atherton 1516 N Peninsula Ave New Smyrna Beach FL 32169