2021-05-11T09:24:43-05:00 2020-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2020-01-01 471186202 Charles and Lorraine Joyce Family Foundation % Foundation Source CHAR 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 TERESA M JOYCE PRESIDENT 8008391754 2021-05-04 true TERESA M JOYCE 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 482488 X 50000 374 374 8604 8604 -437 55065 0 58541 8978 0 1431 1431 167 5307 5307 6905 1431 5307 14000 14000 20905 1431 19307 37636 7547 54301 72030 72030 9806 255356 300021 368458 54572 39620 42000 374035 411671 482488 0 0 X 374035 411671 374035 411671 374035 411671 374035 37636 411671 411671 Publicly-traded Securities 55065 55502 -437 -437 -437 105 105 105 0 0 105 false false false false false false 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 Teresa Joyce Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec, Treas 1.0 0 0 0 367811 68259 0 436070 0 436070 6541 429529 21476 21476 105 105 21371 21371 21371 19307 0 0 0 0 19307 0 19307 21371 10376 2018 2017 2016 19307 10376 8931 0 0 12440 0 0 Teresa Joyce X ALLEGANY COUNTY HISTORICAL SOCIETY PO BOX 252 ANDOVER NY 14806 N/A PC General & Unrestricted 1000 ALLEGANY COUNTY SOCIETY FOR PREVENTION OF CRUELTY TO ANIMALS PO BOX 381 WELLSVILLE NY 14895 N/A PC General & Unrestricted 2000 ANDOVER FREE LIBRARY PO BOX 745 ANDOVER NY 14806 N/A PC General & Unrestricted 1000 ANDOVER HISTORICAL SOCIETY PO BOX 66 ANDOVER NY 14806 N/A PC General & Unrestricted 1000 ANDOVER VOLUNTEER AMBULANCE CORPS INC PO BOX 726 ANDOVER NY 14806 N/A PC General & Unrestricted 1500 COMFORT HOUSE OF ALLEGANY COUNTY INC 141 E STATE ST WELLSVILLE NY 14895 N/A PC General & Unrestricted 2500 IMMACULATE CONCEPTION SCHOOL OF ALLEGANY COUNTY 24 MAPLE AVE WELLSVILLE NY 14895 N/A PC General & Unrestricted 2500 MEMORIAL HOSPITAL OF WILLIAM F AND GERTRUDE F JONE 191 N MAIN ST WELLSVILLE NY 14895 N/A PC General & Unrestricted 2500 14000 14 374 14 8604 18 -437 8541 8541 false false false false false false false false false false X X 1 Joyce Lorraine A 4 East Avenue PO Box 783 Andover NY 148060783 30000 X 2 Joyce Teresa 490 Hascall Road Atlanta GA 30309 20000 X BP CAP MKTS AMER - 2.750% - 05 9652 10547 EBAY INC SR GLBL NT - 3.450% - 5012 5462 KIMBERLY CLARK CORP SR NT - 2. 5013 5253 PHILIP MORRIS INTL INC - 2.500 4991 5182 PRAXAIR INC NT - 2.200% - 08/1 4944 5126 SIMON PROPERTY GROUP INC - 2.7 9980 10430 JOHN DEERE CAP CORP 28 ISHARES CORE MSCI EAFE ETF 17875 24872 ISHARES MSCI EAFE SMALL CAP IN 4598 6357 ISHARES MSCI EMERGING MARKETS 8288 11781 ISHARES RUSSELL 2000 5778 9411 ISHARES S&P 500 INDEX FD 40212 73201 ISHARES TR S & P MIDCAP 400 IN 12089 19536 ISHARES TRUST MSCI EAFE INDEX 13546 14154 NUVEEN INTERMEDIATE DURATION M 165032 172571 VANGUARD FTSE DEVELOPED MARKET 569 567 VANGUARD FTSE EMERGING MARKETS 2440 3107 VANGUARD MID-CAP ETF 4469 5376 VANGUARD MID-CAP VALUE INDEX 4823 5829 VANGUARD SHORT TERM TAX EXEMPT 15328 15510 VANGUARD VALUE ETF 4974 6186 Administrative Fees 5282 5282 State or Local Filing Fees 25 25 Investment Management Services 1431 1431 990-PF Excise Tax for 2019 167