2020-10-28T15:56:04-05:00 2019-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2019-01-01 461252608 The Efrusy Family Foundation % Foundation Source EFRU 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 KEVIN EFRUSY treasurer 8008391754 2020-10-15 true Jeffrey D Haskell P01345770 8008391754 67.82.234.252 06391520203025000047 2020-10-28 P B19A53FA749DAD8C2EFDCAB0C5B79501992FC144 384717C1FADDEF7B1C9CB58DAC69F19ED4566B5B 2019 2021-04-22 16:20:28Z X 27016528 X 5068050 167285 167285 242151 242151 3143928 12202043 5966048 2372 766 8623786 6376250 0 8573 8573 2 2 109000 62409 811 61598 179984 9386 61598 1470100 1470100 1650084 9386 1531698 6973702 6366864 5068017 9431045 9431045 3183 2207 3183 3183 573846 693456 694334 2971082 5228408 6355047 7801121 7902878 7927172 1407072 1538077 2605747 17823345 24797047 27016528 0 0 X 17823345 24797047 17823345 24797047 17823345 24797047 17823345 6973702 24797047 24797047 Publicly-traded Securities 12202043 6311594 5890449 5890449 Passthrough K1 Capital Gain/(Loss) 75599 5966048 false 1187634 23649648 0.050218 1061417 23097224 0.045954 901692 22078763 0.04084 838016 21314694 0.039316 416183 16210365 0.025674 0.202002 0.0404 25807947 1042641 63669 1106310 1531698 X 63669 63669 63669 111500 19021 130521 X 66852 63700 3152 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 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 61573 15798161 7797053 2605747 26200961 0 26200961 393014 25807947 1290397 1290397 63669 63669 1226728 1226728 1226728 1531698 0 0 0 0 1531698 63669 1468029 1226728 1133033 2017 2016 2015 1531698 1133033 398665 0 0 828063 0 0 NONE X AFRICAN LEADERSHIP FOUNDATION PO BOX 7408 NEW YORK NY 10150 N/A PC scholarship fund toward both a Year 1 student and a Year 2 student & general/unrestricted funds 90000 AFRICAN LEADERSHIP FOUNDATION PO BOX 7408 NEW YORK NY 10150 N/A PC African Leadership University 250000 AFRICAN LEADERSHIP FOUNDATION PO BOX 7408 NEW YORK NY 10150 N/A PC Latin American Leadership Academy 200000 CHALLENGE SUCCESS PO BOX 20053 STANFORD CA 94309 N/A PC General & Unrestricted 2500 CHARITIES AID FOUNDATION AMERICA 225 REINEKERS LN STE 375 ALEXANDRIA VA 22314 N/A PC The Click Foundation, South Africa 9600 CIYOTA INC 4492 BURR PL BOULDER CO 80303 N/A PC General & Unrestricted 10000 EASTSIDE COLLEGE PREPARATORY SCHOOL INC 1041 MYRTLE ST E PALO ALTO CA 94303 N/A PC non-boarding student scholarship fund 19000 EASTSIDE COLLEGE PREPARATORY SCHOOL INC 1041 MYRTLE ST E PALO ALTO CA 94303 N/A PC non-boarding student scholarship fund 2000 EDUCATE PO BOX 12302 DENVER CO 80212 N/A PC General & Unrestricted 50000 FIRELIGHT FOUNDATION 903 PACIFIC AVE STE 307A SANTA CRUZ CA 95060 N/A PC General & Unrestricted 30000 INTERNATIONAL JUSTICE MISSION PO BOX 96961 WASHINGTON DC 20090 N/A PC In support of their work in Africa 30000 NORTHWESTERN UNIVERSITY 1201 DAVIS ST 3RD FL EVANSTON IL 60208 N/A PC The Efrusy Family Scholarship Fund 100000 ONGOZA FOUNDATION INC C/O CHC 111 BROADWAY NO 1703 NEW YORK NY 10006 N/A PC General & Unrestricted 60000 PARK CITY COMMUNITY FOUNDATION PO BOX 681499 PARK CITY UT 84068 N/A PC General & Unrestricted 2500 PARK CITY EDUCATION FOUNDATION PO BOX 681422 PARK CITY UT 84068 N/A PC General & Unrestricted 86000 PARK CITY PERFORMING ARTS FOUNDATION PO BOX 1297 PARK CITY UT 84060 N/A PC Charitable Event 25000 PARK CITY PERFORMING ARTS FOUNDATION PO BOX 1297 PARK CITY UT 84060 N/A PC Sponsorship for September 21, 2019 event with David Hogg and Jaclyn Corin 33000 PURSUIT OF EXCELLENCE 1249 PINE ST PALO ALTO CA 94301 N/A PC General & Unrestricted 750 SHINING HOPE FOR COMMUNITIES INC 175 VARICK ST 5TH FL NEW YORK NY 10014 N/A PC Charitable Event 75000 STANFORD UNIVERSITY PO BOX 20466 STANFORD CA 94309 N/A PC The Efrusy Cardinal Service Fund 35000 STANFORD UNIVERSITY PO BOX 20466 STANFORD CA 94309 N/A PC Global Fellows Program 66250 THE MANDELA INSTITUTE FOR DEVELOPMENT STUDIES HYDE PARK LN VICTORIA GATE W GROU HYDE PARK GAUTENG SF 2196 N/A PC Directed to the African Youth Networks Movement - Amplifying Youth Voices for Africa's Transformation-Southern Africa Zambia 7500 THE STANFORD FUND OF STANFORD UNIVERSITY 326 GALVEZ ST STANFORD CA 94305 N/A PC Efrusy Family Scholarship Fund - The Fund will be used to provide scholarships for undergraduate students from Africa 56000 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 The Schwartz-Efrusy-Levy Global Public Health Doctoral Fellowship Fund 25000 USHAHIDI INC 83 NORWOOD AVE KENSINGTON CA 94707 N/A PC General & Unrestricted 5000 1470100 14 167285 14 242151 18 3143928 K-1 Inc/Loss 14 766 Federal Tax Refund 01 1606 3555736 3555736 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 5068050 X 1 SLACK TECHNOLOGIES CLASS A ORD SHS WORK, 138000 sh. 5068050 2019-06-26 AERCAP IRELAND CAPITAL LIMITED 205004 206432 AIR LEASE CORP NOTE - 2.500% - 207523 210928 AMERICAN EXPRESS CR CORP BOND 242434 251149 AMERICAN TOWER CORP - 3.300% - 150987 152040 AMERICAN TOWER CORP - 3.450% - 102649 102278 AMPHENOL CORP - 2.200% - 04/01 149826 150020 AT&T BD - 3.000% - 06/30/2022 117078 117478 BECTON DICKINSON & CO - 2.404% 150269 150159 BECTON DICKINSON & CONOTE - 2. 50967 50833 BEST BUY INC NT - 5.500% - 03/ 133078 131084 BOEING CO BONDS - 4.875% - 02/ 163034 150445 CAPITAL ONE FINL CORP - 2.570% 151017 150282 CARNIVAL CORP - 3.950% - 10/15 204006 203025 CELGENE CORP - 2.875% - 08/17/ 99666 100464 CHARTER COMMUNICATIONS - 3.579 103574 100637 CITIGROUP INC - 2.350% - 08/02 151019 150926 CONSTELLATION BRAND - 2.250% - 97674 100203 DIAMOND 1 FIN CORP/DIAMOND 2 B 114910 115260 DOWDUPONT INC NOTE CALL - 3.76 151604 151985 ECOLAB INC NOTE CALL MAKE WHOL 98886 99997 ENTERPRISE PRODUCTS OPERATING 115047 116188 EXPRESS SCRIPTS HLDG CO - 4.75 208188 209674 EXXON MOBIL CORP - 1.902% - 08 200000 201104 GILEAD SCIENCES INC NOTE - 2.3 151148 150035 GLAXOSMITHKLINE CAPITAL - 3.12 174302 177991 GLENCORE FINANCE CANADA LIMITE 250271 250984 INGERSOL RAND LUXEMBOURG FIN - 149787 150197 JOHN DEERE CAP - 1.950% - 06/2 174893 175033 JPMORGAN CHASE & CO - 4.500% - 160667 157503 JPMORGAN CHASE & CO NT - 4.625 104079 103558 KINROSS GOLD CORP - 5.125% - 0 207850 208000 MARRIOTT INTL - 2.300% - 01/15 98348 100474 MARRIOTT INTL INC - 2.875% - 0 99518 100919 MPLX LP NOTE - 3.002% - 09/09/ 100000 100306 NEWMONT MINING CORP NT - 3.500 234683 236088 NEXTERA ENERGY - 1.650% - 09/0 100245 100721 NEXTERA ENERGY CAP HLDGS INC - 129200 128551 NOVARTIS CAPITAL CORP - 2.400% 125654 126786 OCCIDENTAL PETE CORP - 4.850% 154752 154512 OMNICOM GROUP NOTE - 4.450% - 123902 121618 PACCAR FINL CORP SR S BK EN MT 101163 102101 ROPER TECHNOLOGIES INC - 3.000 225107 226913 ROYAL CARIBBEAN CRUISES - 2.65 200172 200301 ROYAL DUTCH SHELL CL A - 2.125 172729 175103 RYDER SYS MTN BE - 3.450% - 11 99951 102244 SYSCO CORP - 2.600% - 06/12/20 202574 202782 THOMSON REUTERS CORPBOND CALL 126220 127679 UNION PACIFIC CORP - 2.950% - 99956 102192 UNION PACIFIC CORP - 3.200% - 149907 152876 UNITEDHEALTH GROUP INC - 2.875 210803 214101 US BANK ASSN CINCINNATI OH MTN 250485 250240 WESTERN GAS PARTNERSLP NOTE - 156072 154773 ALPHABET INC CL A 809242 2057303 ALPHABET INC CL C 804142 2059011 PAGERDUTY ORD SHS 15975 35693 SLACK TECHNOLOGIES CLASS A ORD 3599049 2203040 693456 694334 ACCEL GROWTH FUND INVESTORS 20 1007368 1536882 ACCEL INVESTORS 2016 LLC 265123 352731 ACCEL LEADERS FUND INVESTORS 2 265586 716134 Administrative Fees 61573 61573 K-1 Exp ACCEL GROWTH FUND INVE 236 236 K-1 Exp ACCEL INVESTORS 2016 L 356 356 K-1 Exp ACCEL LEADERS FUND INV 219 219 State or Local Filing Fees 25 25 K-1 Inc/Loss ACCEL GROWTH FUND INVESTORS 2016 LLC 620 620 K-1 Inc/Loss ACCEL INVESTORS 2016 LLC 146 146 Federal Tax Refund 1606 Investment Management Services 8573 8573 990-PF Estimated Tax for 2019 109000