2025-09-25T07:28:44-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 471186202 Charles and Lorraine Joyce Family Foundation % Foundation Source CHAR 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Teresa Joyce President 8008391754 2025-09-17 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 545697 X 2500 X 1108 1108 13576 13351 1558 19258 1558 18742 16017 0 1766 1766 52 7828 7828 9646 1766 7828 15800 15800 25446 1766 23628 -6704 14251 0 88117 64817 64817 343186 364794 480880 5012 436315 429611 545697 0 0 X 436315 429611 436315 429611 436315 429611 436315 -6704 429611 429611 Publicly-traded Securities 19258 17700 1558 1558 1558 198 198 198 0 200 200 2 2 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 467128 76687 0 543815 0 543815 8157 535658 26783 26783 198 198 26585 26585 26585 23628 0 0 0 0 23628 26585 19384 23628 19384 4244 0 0 22341 0 0 Teresa Joyce X ALFRED STATE COLLEGE DEVELOPMENT FU ND INC ALFRED STATE COLLEGE ALFRED NY 14802 N/A PC General & Unrestricted 500 ALFRED UNIVERSITY 1 SAXON DR ALFRED NY 14802 N/A PC General & Unrestricted 1000 ALLEGANY COUNTY ASSOC FOR BLIND 26 JEFFERSON ST WELLSVILLE NY 14895 N/A PC General & Unrestricted 300 ALLEGANY COUNTY CANCER SERVICES INC PO BOX 534 WELLSVILLE NY 14895 N/A PC General & Unrestricted 500 ALLEGANY COUNTY HISTORICAL SOCIETY PO BOX 252 ANDOVER NY 14806 N/A PC General & Unrestricted 1000 ALLEGANY COUNTY SOCIETY FOR PREVENTION OF CRUELTY PO BOX 381 WELLSVILLE NY 14895 N/A PC General & Unrestricted 2000 ALLEGANY COUNTY TRAP NEUTER RETURN PO BOX 502 WELLSVILLE NY 14895 N/A PC General & Unrestricted 500 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 SCHOOL 31 ELM ST ANDOVER NY 14806 N/A GOV General & Unrestricted 1000 ANDOVER VOLUNTEER AMBULANCE CORPS INC PO BOX 726 ANDOVER NY 14806 N/A PC General & Unrestricted 1000 ANDOVER VOLUNTEER FIRE DEPARTMENT 60 S MAIN ST ANDOVER NY 14806 N/A GOV General & Unrestricted 1000 ANDOVER YOUTH BASEBALL INC PO BOX 228 ANDOVER NY 14806 N/A PC General & Unrestricted 1000 COMFORT HOUSE OF ALLEGANY COUNTY INC 141 E STATE ST WELLSVILLE NY 14895 N/A PC General & Unrestricted 1500 FRIENDS OF THE DAVID A HOWE PUBLIC LIBRARY 155 N MAIN ST WELLSVILLE NY 14895 N/A PC General & Unrestricted 500 JONES MEMORIAL HOSPITAL FOUNDATION 191 N MAIN ST WELLSVILLE NY 14895 N/A SO I General & Unrestricted 2000 15800 14 1108 14 13576 18 1558 16242 16242 false false false false false false false false false false ISHARES CORE MSCI EAFE ETF 18441 26004 ISHARES CORE MSCI EMERGING MAR 986 1097 ISHARES RUSSELL 2000 5778 10606 ISHARES RUSSELL TOP 200 GROW 1308 1647 ISHARES S&P 500 INDEX FD 34861 99486 ISHARES TR S & P MIDCAP 400 IN 9026 19628 ISHARES TRUST RUSSELL MIDCAP I 2747 3801 MACKAY TAX FREE BOND FUND 248000 257739 VANGUARD FTSE DEVELOPED MARKET 14872 16976 VANGUARD FTSE EMERGING MARKETS 10298 11583 VANGUARD GROWTH ETF 6910 13545 VANGUARD MID-CAP ETF 2459 3170 VANGUARD MID-CAP VALUE INDEX 4134 6794 VANGUARD VALUE ETF 4974 8804 Administrative Fees 7803 7803 State or Local Filing Fees 25 25 Investment Management Services 1766 1766 990-PF Excise Tax for 2023 52