2021-11-09T09:11:32-06:00 2020-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2020-01-01 461252608 The Efrusy Family Foundation % Foundation Source EFRU 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 KEVIN EFRUSY TREASURER 8008391754 2021-11-02 true KEVIN EFRUSY 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 34512442 X 2121900 42045 42045 175638 175638 142482 9654162 2256781 30629 24871 2512694 2499335 0 5553 5553 23421 90347 20793 68787 119321 26346 68787 1167050 1167050 1286371 26346 1235837 1226323 2472989 9431045 14550833 14550833 3183 693456 101641 101328 5228408 5335566 10493742 7902878 1764148 1770637 1538077 4271182 7595902 24797047 26023370 34512442 0 0 X 24797047 26023370 24797047 26023370 24797047 26023370 24797047 1226323 26023370 26023370 Publicly-traded Securities 9654162 7508972 2145190 2145190 Passthrough K1 Capital Gain/(Loss) 111591 2256781 34375 34375 34375 68100 0 68100 X 33725 33725 false false false false false true true 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 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 68762 12523758 12334942 6187073 31045773 0 31045773 465687 30580086 1529004 1529004 34375 1570 35945 1493059 1493059 1493059 1235837 0 0 0 0 1235837 0 1235837 1493059 828063 2018 2017 2016 1235837 828063 407774 0 0 1085285 0 0 NONE X AFRICAN LEADERSHIP FOUNDATION PO BOX 7408 NEW YORK NY 10150 N/A PC the African Leadership Academy fund: scholarship fund for year 1 and year 2 students, and general & unrestricted 90000 CHALLENGE SUCCESS PO BOX 20053 STANFORD CA 94309 N/A PC General & Unrestricted 2500 CHRISTIAN CENTER OF PARK CITY PO BOX 683480 PARK CITY UT 84068 N/A PC Basic Needs Assistance Fund for Park City 7500 CHRISTIAN CENTER OF PARK CITY PO BOX 683480 PARK CITY UT 84068 N/A PC Food Pantry fund to serve Park City 2500 CIYOTA INC 517 WINCHESTER AVE NEW HAVEN CT 06511 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 FIRELIGHT FOUNDATION 903 PACIFIC AVE SUITE 307A SANTA CRUZ CA 95060 N/A PC COVID-19 Community Action fund for Children and Families emergency fund 10000 Garfield Elementary 3600 MIDDLEFIELD RD Menlo Park CA 94025 N/A GOV Project Wayfinder 2500 INTERNATIONAL JUSTICE MISSION PO BOX 96961 WASHINGTON DC 20090 N/A PC General & Unrestricted 50000 LATIN AMERICAN LEADERSHIP FOUNDATION INC 9 MARINE BLVD VERO BEACH FL 32960 N/A PC General & Unrestricted 200000 LITERACY COUNCIL OF NORTHERN VIRGINIA INC 2855 ANNANDALE RD FALLS CHURCH VA 22042 N/A PC General & Unrestricted 300 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 the RISE Fund 45000 PARK CITY COMMUNITY FOUNDATION PO BOX 681499 PARK CITY UT 84068 N/A PC COVID-19 Community Response Fund 10000 PARK CITY COMMUNITY FOUNDATION PO BOX 681499 PARK CITY UT 84068 N/A PC COVID-19 Community Response Fund 5000 PARK CITY EDUCATION FOUNDATION PO BOX 681422 PARK CITY UT 84068 N/A PC General & Unrestricted 150000 PARK CITY PERFORMING ARTS FOUNDATION PO BOX 1297 PARK CITY UT 84060 N/A PC General & Unrestricted 10000 PURSUIT OF EXCELLENCE 1249 PINE ST PALO ALTO CA 94301 N/A PC Pursuit of Excellence San Francisco Peninsula fund 750 SHINING HOPE FOR COMMUNITIES INC 11 PARK PL 3RD FL NEW YORK NY 10007 N/A PC General & Unrestricted 50000 SOJOURNERS 408 C ST NE WASHINGTON DC 20002 N/A PC General & Unrestricted 500 STANFORD UNIVERSITY 326 GALVEZ ST STANFORD CA 94305 N/A PC The Efrusy Family Scholarship Fund 56000 STANFORD UNIVERSITY PO BOX 20466 STANFORD CA 94309 N/A PC Haas Center Annual Fund 10000 STANFORD UNIVERSITY PO BOX 20466 STANFORD CA 94309 N/A PC The Efrusy Cardinal Service Fund 35000 TEACH FOR ALL INC 25 BROADWAY 12TH FL NEW YORK NY 10004 N/A PC The Africa Fund 25000 THE VOTER PARTICIPATION CENTER 1707 L ST NW STE 950 WASHINGTON DC 20036 N/A PC General & Unrestricted 1000 TRUST FOR CONSERVATION INNOVATION DBA MULITIPLIER 405 14TH ST STE 164 OAKLAND CA 94612 N/A PC Project Wayfinder 200000 UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION-SCHOO 2121 BERKELEY WAY RM 5302 BERKELEY CA 94720 N/A PC Student Experience and Diversity Fund 1000 UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION-SCHOO 2121 BERKELEY WAY RM 5302 BERKELEY CA 94720 N/A PC The School of Public Health Student Experience & diversity initiative to launch the project wayfinder 10500 WHEN WE ALL VOTE PO BOX 34673 1400 L ST NW WASHINGTON DC 20005 N/A PC General & Unrestricted 1000 1167050 14 42045 14 175638 525990 7601 18 134881 K-1 Inc/Loss 525990 2466 14 25011 Federal Tax Refund 01 3152 10067 380727 390794 false false false false false false false false false false X X 1 Efrusy Living Trust c/o Kevin Efrusy PO Box 4168 Park City UT 840604168 2121900 X 1 DROPBOX INC DBX, 110000 sh. 2121900 2020-09-28 Part I line 6a 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): $134,881 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $7,601 TOTAL PART I, LINE 6A: $142,482 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $9,654,162 BOOK BASIS: $9,630,872 NET GAIN/(LOSS): $23,290 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $111,591 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. AIR LEASE CORP NOTE - 2.500% - 207523 210641 BANK OF AMERICA CORP - 2.625% 151575 151049 BECTON DICKINSON & CONOTE - 2. 42812 43413 CITIGROUP INC - 2.350% - 08/02 151019 151656 ENTERPRISE PRODUCTS OPERATING 115047 115561 MARRIOTT INTL - 2.300% - 01/15 98348 101316 MARRIOTT INTL INC - 2.875% - 0 99518 100154 NEXTERA ENERGY - 1.650% - 09/0 100245 101375 NOVARTIS CAPITAL CORP - 2.400% 125654 128466 OCCIDENTAL PETE CORP - 4.850% 154752 150000 PACCAR FINL CORP SR S BK EN MT 101163 101713 UNION PACIFIC CORP - 3.200% - 149907 151860 UNITEDHEALTH GROUP INC - 2.875 110513 112683 WESTERN GAS PARTNERSLP NOTE - 156072 150750 ALPHABET INC CL A 809242 2692055 ALPHABET INC CL C 804142 2697895 CROWDSTRIKE HOLDINGS ORD SHS C 14133 525949 PAGERDUTY ORD SHS 64351 254579 SLACK TECHNOLOGIES CLASS A ORD 3643698 4323264 101641 101328 ACCEL GROWTH FUND INVESTORS 20 929729 2273213 ACCEL INVESTORS 2016 LLC 322713 557193 ACCEL LEADERS FUND INVESTORS 2 206489 1732370 JUNIPER HILL CAPITAL FUND LP I 2812251 3033126 Administrative Fees 68762 68762 K-1 Exp ACCEL GROWTH FUND INVE 583 583 K-1 Exp ACCEL INVESTORS 2016 L 352 352 K-1 Exp ACCEL LEADERS FUND INV 316 316 K-1 Exp JUNIPER HILL CAPITAL F 20309 19542 State or Local Filing Fees 25 25 K-1 Inc/Loss ACCEL GROWTH FUND INVESTORS 2016 LLC 1336 1336 K-1 Inc/Loss ACCEL INVESTORS 2016 LLC 138 138 K-1 Inc/Loss JUNIPER HILL CAPITAL FUND LP INV 26003 23397 Federal Tax Refund 3152 Investment Management Services 5553 5553 990-PF Estimated Tax for 2020 4400 990-PF Extension for 2019 19021