2021-11-12T08:51:44-06:00 2020-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2020-01-01 471982106 A to Z Impact Foundation % Foundation Source ATOZ 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JEFFREY KAPLAN PRESIDENT 8008391754 2021-11-11 true JEFFREY KAPLAN 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 11509471 X 0 X 2763 2763 18186 18186 1132354 1132354 167465 170153 21013 1320768 1323456 21013 0 125000 125000 32369 32369 300 300 8000 2621 2621 113890 80310 33579 282180 80610 193569 370162 370162 652342 80610 563731 668426 1242846 21013 1118379 1419785 1419785 1629 417717 412251 7898548 7279480 8549435 551000 1128000 1128000 9569556 10244982 11509471 0 0 X 9569556 10244982 9569556 10244982 9569556 10244982 9569556 668426 7000 10244982 10244982 Passthrough K1 Capital Gain/(Loss) 1132354 1132354 17276 17276 17276 20353 0 16510 36863 X 19587 17300 2287 false false false false false false false true true DE true false false false false true N/A Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false true false false false false false false false false false false false false false false false false false false Andrea Kaplan Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Jeffrey Kaplan Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec, Treas 10.0 0 0 0 Mr Michael Kaplan 117 Main St Seymour CT 06483 Executive Director 40.0 125000 22679 COMMUNITY INVESTMENT PRI 1Y - TO ADDRESS THE SOCIAL AND ECONOMIC NEEDS OF THE DISADVANTAGED IN COMMUNITY DEVELOPMENT 250000 COMMUNITY INVESTMENT PRI 5YR - TO ADDRESS THE SOCIAL AND ECONOMIC HEALTH NEEDS OF THE DISADVANTAGED 250000 77000 577000 390182 1163943 7997895 9552020 0 9552020 143280 9408740 470437 470437 17276 17276 453161 7000 460161 460161 563731 577000 0 0 0 1140731 0 1140731 460161 2018 2017 2016 49404 25973 1299754 1375131 1140731 460161 680570 2055701 0 49404 2006297 25973 1299754 680570 Jeffrey Kaplan X A Abreu 413 West 16th Street New York NY 10011 NONE I Short-term Emergency Assistance Grant 2500 A Rivera 418 West 17 St Apt 14-C New York NY 10011 NONE I Short-term Emergency Assistance Grant 1500 B Quillay 7911 41st Avenue Apt C510 Elmhurst NY 11373 NONE I Short-term Emergency Assistance Grant 3000 C Esteban 439 East Oak Street 6 Forest MS 39074 NONE I Short-term Emergency Assistance Grant 1500 C McKinley 142 West 44 Street 43 New York NY 10036 NONE I Short-term Emergency Assistance Grant 3000 COMPREHENSIVE DEVELOPMENT INC 240 2ND AVE NEW YORK NY 10003 N/A PC Residential Construction scholarship Fund 3930 CONVENERS-ORG 102 BAKER ST APT B SAN FRANCISCO CA 94117 N/A PC OC 365 Fund 2500 COVENANT HOUSE 5 PENN PLZ NEW YORK NY 10001 N/A PC Charitable Event 5000 CROHNS AND COLITIS FOUNDATION OF AMERICA 3010 WESTCHESTER AVE PURCHASE NY 10577 N/A PC General & Unrestricted 1000 D Alexis 435 West 31st 9F New York NY 10001 NONE I Short-term Emergency Assistance Grant 1500 D Banyai 419 West 19th Street New York NY 10011 NONE I Short-term Emergency Assistance Grant 1500 D Santos 320 West 38th Street New York NY 10018 NONE I Short-term Emergency Assistance Grant 1500 E Anton 814 Wilson Street Forest MS 39074 NONE I Short-term Emergency Assistance Grant 1500 E Augustt 1750 Sedgwick Ave Apt 2P Bronx NY 10453 NONE I Short-term Emergency Assistance Grant 5000 E Calixto 3537 Crescent St 3R Astoria NY 11106 NONE I Short-term Emergency Assistance Grant 2000 E Pena Vasquez 760 East First Street Forest MS 39074 NONE I Short-term Emergency Assistance Grant 1500 F Ramirez Aquilino 155 Highway 35 Forest MS 39074 NONE I Short-term Emergency Assistance Grant 1500 FOCUSING PHILANTHROPY INC 1637 16TH ST SANTA MONICA CA 90404 N/A PC COVID-19 Health Access campaign - village reach project 25000 G Amoh 1750 Sedgwick ave apt 11n Bronx NY 10453 NONE I Short-term Emergency Assistance Grant 1500 G Feliciano 259 Hillsboro Street Forest MS 39074 NONE I Short-term Emergency Assistance Grant 1500 HOPE ROOSEVELT ISLAND COVENANT CHURCH-NEW YORK NY 575 MAIN ST APT 513 NEW YORK NY 10044 N/A PC Woodside/Sunnyside COVID Relief Fund 10000 J Abanquah 1660 Topping Ave Apt 5A Bronx NY 10457 NONE I Short-term Emergency Assistance Grant 1500 J Hernandez 450 West 27th Street Apt 6D New York NY 10001 NONE I Short-term Emergency Assistance Grant 1500 J Otchere 1660 Topping Ave Apt 5A Bronx NY 10457 NONE I Short-term Emergency Assistance Grant 1500 K Lung 87 Bayard St Apt 6 New York NY 11013 NONE I Short-term Emergency Assistance Grant 1500 L Macario 1230 E 7th Street North 9 Forest MS 39074 NONE I Short-term Emergency Assistance Grant 1500 LONG ISLAND COUNCIL OF CHURCHES 1644 DENTON GREEN HEMPSTEAD NY 11550 N/A PC to purchase refrigerator for the Freeport Food Pantry 1450 LONG ISLAND COUNCIL OF CHURCHES 1644 DENTON GREEN HEMPSTEAD NY 11550 N/A PC The Peoples February Food Drive 600 LTP FOUNDATION INC 195 MEADOWVIEW AVE HEWLETT NY 11557 N/A PC General & Unrestricted 50000 LWALA COMMUNITY ALLIANCE INC PO BOX 60688 NASHVILLE TN 37206 N/A PC COVID-19 Response fund 15000 M Arguera 83 Roosevelt Ave Inwood NY 11096 NONE I Short-term Emergency Assistance Grant 1500 M Hunt 401 West 19 Street New York NY 10011 NONE I Short-term Emergency Assistance Grant 1500 M Reynolds 4758 Mansfield Street San Diego CA 92116 NONE I Short-term Emergency Assistance Grant 2500 MAS UM CHANCE INC 127 COVENTRY CIR APT A BROCKTON MA 02301 N/A PC COVID19-Response fund 3000 MEHER SPIRITUAL CENTER INC 10200 N KINGS HWY MYRTLE BEACH SC 29572 N/A PC General & Unrestricted 1000 MOVEMBER FOUNDATION PO BOX 1595 CULVER CITY CA 90232 N/A PC General & Unrestricted 500 N Knight 435 West 31st Street Apt 22F New York NY 10001 NONE I Short-term Emergency Assistance Grant 1500 N Perez 2324 Billy Sessums Road Morton MS 39117 NONE I Short-term Emergency Assistance Grant 1500 NEW YORK CITY HEALTH AND HOSPITALS CORPORATION 50 WATER ST FL 3 NEW YORK NY 10004 N/A PC General & Unrestricted 108000 PEOPLES PARTNERS FOR COMMUNITY DEVELOPMENT PO BOX 955 LAME DEER MT 59043 N/A PC to purchase food and supplies to feed the elderly 3090 QUEENS COMMUNITY HOUSE INC 10825 62ND DR FOREST HILLS NY 11375 N/A PC COVID-related relief work 7500 R Cruz 415 West 25 Street New York NY 10001 NONE I Short-term Emergency Assistance Grant 1500 R Feliz Serrano 435 W 31st Street Apt 14F New York NY 10001 NONE I Short-term Emergency Assistance Grant 1500 R Perez 176 West Houston Street 1 New York NY 10014 NONE I Short-term Emergency Assistance Grant 1500 R Petrone 95 Grand Avenue Unit 6A Rockville Centre NY 11570 NONE I Short-term Emergency Assistance Grant 1500 S Adu Forkuo 4160 Hutchinson River Parkway East Bronx NY 10475 NONE I Short-term Emergency Assistance Grant 1500 S Lasekan 520 W 56 St 5N New York NY 10019 NONE I Short-term Emergency Assistance Grant 5000 SOCIAL SECURITY WORKS EDUCATION FUND 815 16TH ST NW 4TH FLOOR WASHINGTON DC 20006 N/A PC Masks for America program 35000 T Lopez 567 Byron Street Forest MS 39074 NONE I Short-term Emergency Assistance Grant 1500 TASHIRAT FOUNDATION 9450 SW GEMINI DR BEAVERTON OR 97008 N/A PC General & Unrestricted 2592 THE PHILANTHROPY WORKSHOP INC 110 E 25TH ST NEW YORK NY 10010 N/A PC General & Unrestricted 3500 THE WATER TRUST INC PO BOX 4668 75942 NEW YORK NY 10163 N/A PC General & Unrestricted 25000 V Feria 135 W 23rd St Apt 515 New York NY 10011 NONE I Short-term Emergency Assistance Grant 1500 WILKES UNIVERSITY 84 W S ST WILKES BARRE PA 18766 N/A PC NESBITT IMPACT SCHOLARSHIP FUND 3500 ZANMI BENI FOUNDATION INC 6201 RIVIERA DR CORAL GABLES FL 33146 N/A PC Charitable Event 1000 370162 14 2763 14 18186 18 1132354 K-1 Inc/Loss 525990 -2688 14 149123 CLASS ACTION LAWSUIT PROCEEDS 01 17 INTEREST INCOME FROM PRIS 21013 -2688 1302443 21013 1320768 11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT - COMMUNITY HOUSING CAPITAL INC - TO FUND LOANS TO ANY ORGANIZATIONS DEVELOPING AFFORDABLE HOUSING & PROTECTING THE ENVIRONMENT. 11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT - ONE ACRE FUND - SEE PART IX-B FOR A DESCRIPTION OF THIS PROGRAM-RELATED INVESTMENT. false false false false false false false false false false GLOBAL PTN/ELEOS SOCIAL VENTURE PRI - TO EXPAND OPPORTUNITY FOR PEOPLE LIVING IN POVERTY 17000 ONE ACRE FUND PRI - TO PROVIDE FARM FAMILES WITH TOOLS AND FINANCING TO GROW THEIR WAY OUT OF HUNGER AND POVERTY BY OFFERING BASIC AGRICULTURAL TRAINING IN SUB-SAHARAN AFRICA 60000 1 Form 8865 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. MAINSTAY SHORT DURATION HIGH Y 416088 409095 UNITEDHEALTH GROUP INC 1629 3156 CONTEXT PARTNERS OFFSHORE, L.P 1000000 1281790 DEERFIELD PARTNERS, L.P 5823232 6713177 DEERFIELD SPECIAL SITUATIONS F 54120 21496 ELEVAR EQUITY IV, L.P 315977 443965 ILLUMEN CAPITAL LP 86151 89007 COMMUNITY HOUSING CAPITAL, INC 500000 500000 COMMUNITY INVESTMENT NOTE, 1 Y 250000 250000 COMMUNITY INVESTMENT NOTE, 5 Y 250000 250000 GLOBAL PTN/ELEOS SOCIAL VENTUR 68000 68000 PRI - ONE ACRE FUND - 2% 60000 60000 Administrative Fees 30244 30244 Bank Charges 300 300 Cell Phone Expense 1371 1371 Equipment/Furniture Purchase 102 102 K-1 Exp DEERFIELD PARTNERS, L. 48217 48217 K-1 Exp DEERFIELD SPECIAL SITU 660 660 K-1 Exp ELEVAR EQUITY IV, L.P 16715 16714 K-1 Exp ILLUMEN CAPITAL LP 14419 14419 COMPUTER/ELECTRONIC DEVICES 31 31 EQUIPMENT MAINTENANCE 65 65 Office Supplies 461 461 Payroll Processing Fees 657 657 State or Local Filing Fees 25 25 Training & Professional Develo 80 80 Website Hosting/Support 543 543 K-1 Inc/Loss DEERFIELD PARTNERS, L.P 144250 146938 K-1 Inc/Loss DEERFIELD SPECIAL SITUATIONS FUND L.P 1492 1492 K-1 Inc/Loss ELEVAR EQUITY IV, L.P 601 601 K-1 Inc/Loss ILLUMEN CAPITAL LP 92 92 Class Action Lawsuit Proceeds 17 17 Interest Income from PRIS 21013 21013 21013 RETURNED GRANT 7000 Investment Management Services 300 300 990-PF Estimated Tax for 2020 8000