2019-06-27T14:35:09-05:00 2018-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2018-01-01 463293989 The Scott and Nancy Atherton Foundation % Foundation Source SCOT 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 NANCY ATHERTON President 8008391754 2019-06-12 true Jeffrey D Haskell P01345770 8008391754 24.187.244.114 06391520191785000011 2019-06-27 P 62EBC869B94ED6159CBE194B33406A03BBED34C8 78D185D94E59032E4B5D677F857013E059842DEA 2018 2019-02-21 02:37:17Z X 657050 X 0 X 32 32 20953 20953 65471 513648 65791 86456 86776 0 6126 6126 743 7555 30 7525 14424 6156 7525 27050 27050 41474 6156 34575 44982 80620 15405 14515 14515 612528 658400 642535 627933 672915 657050 0 0 X 627933 672915 627933 672915 627933 672915 627933 44982 672915 672915 Publicly-traded Securities 513648 447857 65791 65791 65791 false 36129 738421 0.048927 35038 682690 0.051323 21819 710283 0.030719 16100 727569 0.022128 193888 0.153097 0.030619 739698 22649 806 23455 34575 X 806 806 806 400 406 806 X 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 Nancy Atherton Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 Scott Atherton Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas, VP 1.0 0 0 0 737562 13400 0 750962 0 750962 11264 739698 36985 36985 806 806 36179 36179 36179 34575 0 0 0 0 34575 806 33769 36179 33870 2016 2015 2014 34575 33870 705 0 0 35474 0 0 Nancy Atherton Scott Atherton X ALZHEIMERS DISEASE RESEARCH FOUNDATION - CURE ALZH 34 WASHINGTON ST STE 310 WELLESLEY HILLS MA 02481 N/A PC Research Fund 2000 AMERICAN CANCER SOCIETY 8500 MENAUL BLVD NE STE A500 ALBUQUERQUE NM 87112 N/A PC Research fund 1000 AMERICAN HEART ASSOCIATION INC 7272 GREENVILLE AVE DALLAS TX 75231 N/A PC General & Unrestricted 500 AMERICAN NATIONAL RED CROSS 2700 SW FREEWAY HOUSTON TX 77098 N/A PC California Fire Relief fund 1000 AMIGOS FOR CHRIST 75 MADDOX RD STE 107 BUFORD GA 30518 N/A PC General & Unrestricted 500 ATLANTIC CENTER FOR THE ARTS INC 1414 ART CENTER AVE NEW SMYRNA FL 32168 N/A PC General & Unrestricted 300 AUSTIN HATCHER FOUNDATION FOR PEDIATRIC CANCER 6739 RINGGOLD RD STE G CHATTANOOGA TN 37412 N/A PC Five for Ten fund 5000 BREAST CANCER RESEARCH FOUNDATION INC 28 W 44TH ST STE 609 NEW YORK NY 10036 N/A PC General & Unrestricted 500 CENTER FOR THE HOMELESS INC 813 S MICHIGAN ST SOUTH BEND IN 46601 N/A PC General & Unrestricted 500 CHILDRENS MIRACLE NETWORK 205 W 700 S SALT LAKE CTY UT 84101 N/A PC General & Unrestricted 500 COLLABRIA CARE 414 S JEFFERSON ST NAPA CA 94559 N/A PC General & Unrestricted 250 COLLABRIA CARE 414 S JEFFERSON ST NAPA CA 94559 N/A PC Hospice Care fund 200 COMMUNITY COMMUNICATIONS INC 11510 E COLONIAL DR ORLANDO FL 32817 N/A PC General & Unrestricted 500 EAGLE RANCH INC 5500 UNION CHURCH RD FLOWERY BRANCH GA 30542 N/A PC General & Unrestricted 500 EMORY UNIVERSITY 1762 CLIFTON RD NE STE 1400 ATLANTA GA 30322 N/A PC Kidney Cancer Research fund 500 KIDNEY CANCER ASSOCIATION 1608 S ASHLAND AVE 38269 CHICAGO IL 60608 N/A PC Research fund 500 MAYO CLINIC 200 1ST ST SW ROCHESTER MN 55905 N/A PC General & Unrestricted 500 MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH GRAND CENTRAL STA PO BOX 4777 NEW YORK NY 10163 N/A PC Research fund 500 MONTEREY BAY AQUARIUM FOUNDATION 886 CANNERY ROW MONTEREY CA 93940 N/A PC General & Unrestricted 500 MOTORSPORTS CHARITIES INC ONE DAYTONA BLVD DAYTONA BEACH FL 32114 N/A PC Good Goes Around Campaign 1000 MOTORSPORTS MINISTRIES INC PO BOX 7188 SANTA ROSA CA 95407 N/A PC General & Unrestricted 500 MOTORSPORTS MUSEUM & HALL OF FAME OF AMERICA FOUND 1801 W INTERNATIONAL SPEEDWAY BLVD DAYTONA BEACH FL 32114 N/A PC General & Unrestricted 500 MULTICARE HEALTH FOUNDATION PO BOX 5299 TACOMA WA 98415 N/A PC MultiCare Hospice Fund 500 OPERATION ENDURING FREEDOM FAMILY FUND PO BOX 837 RIDGECREST CA 93556 N/A PC General & Unrestricted 500 ORLANDO CENTER FOR JUSTICE 1802 N ALAFAYA TRAIL STE 173 ORLANDO FL 32826 N/A PC General & Unrestricted 500 OUR LADY STAR OF THE SEA CATHOLIC CHURCH 4000 S ATLANTIC AVE NEW SMYRNA BEACH FL 32169 N/A PC Human Services Ministry 1000 PARTNERS IN HEALTH A NONPROFIT CORPORATION PO BOX 996 FREDERICK MD 21705 N/A PC General & Unrestricted 500 PRINCE OF PEACE CATHOLIC CHURCH 6439 SPOUT SPRINGS RD FLOWERY BR GA 30542 N/A PC Capital Campaign 500 SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC 411 MERCY DR ORLANDO FL 32805 N/A PC General & Unrestricted 1000 SOUTHEAST VOLUSIA HUMANE SOCIETY 1200 S GLENCOE RD NEW SMYRNA FL 32168 N/A PC General & Unrestricted 500 ST JUDE CHILDRENS RESEARCH HOSPITAL INC 262 DANNY THOMAS PL MEMPHIS TN 38105 N/A PC General & Unrestricted 1000 THE BOGGY CREEK GANG INC 30500 BRANTLEY BRANCH RD EUSTIS FL 32736 N/A PC General & Unrestricted 500 THE HUB ON CANAL INC 132 CANAL ST NEW SMYRNA FL 32168 N/A PC General & Unrestricted 300 THE SHRINERS HOSPITAL FOR CHILDREN 2900 N ROCKY POINT DR TAMPA FL 33607 N/A PC General & Unrestricted 1000 THE WILD ANIMAL SANCTUARY A COLORADO NON-PROFIT CO 1946 COUNTY RD 53 KEENESBURG CO 80643 N/A PC General & Unrestricted 500 UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC 12424 RESEARCH PKWY STE 250 ORLANDO FL 32826 N/A PC PBS station 500 WWP INC - WOUNDED WARRIOR PROJECT INC 4899 BELFORT RD STE 300 JACKSONVILLE FL 32256 N/A PC General & Unrestricted 500 27050 14 32 14 20953 18 65471 86456 86456 false false false false false false false false false false BAIRD AGGREGATE BOND FUND CLAS 101239 100560 DFA INTERNATIONAL CORE EQUITY 181526 145827 HOTCHKIS & WILEY HIGH YLD-I 25164 23272 ISHARES CORE US REIT ETF 17944 18164 ISHARES RUSSELL 2000 GROWTH IN 22749 22176 ISHARES TRUST RUSSELL 1000 GRO 31649 49484 ISHARES TRUST RUSSELL 1000 VAL 40415 48751 ISHARES TRUST RUSSELL 2000 VAL 36288 35596 OPPENHEIMER DEVELOPING MARKETS 40593 51862 OPPENHEIMER STEELPATH MLP SELE 38925 32653 PIMCO COMMODITY REAL RETURN ST 15258 12542 VANGUARD GLOBAL EX-US REAL EST 10001 10744 VANGUARD GROWTH ETF 25491 24582 VANGUARD INFLATION-PROTECTED S 14371 14015 VANGUARD VALUE ETF 44695 43098 VICTORY GLOBAL NATURAL RESOURC 12092 9209 Administrative Fees 7500 7500 Bank Charges 30 30 State or Local Filing Fees 25 25 Investment Management Services 6126 6126 990-PF Estimated Tax for 2018 400 990-PF Excise Tax for 2017 343