2025-11-04T14:27:42-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 472312776 The Doherty Foundation % Foundation Source DOHE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Edward D Doherty Co-President 8008391754 2025-10-31 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 9670201 X 0 X 3128 3128 184968 184968 328443 1138592 328443 1887 850 518426 517389 0 52130 52130 4825 156 32943 142 31678 89898 52428 31678 375000 375000 464898 52428 406678 53528 464961 0 47683 55385 55385 1199 1199 1199 445046 495457 491565 5018434 4576188 7663278 764532 1217090 1207156 38190 22094 251618 6313885 6367413 9670201 0 0 X 6313885 6367413 6313885 6367413 6313885 6367413 6313885 53528 6367413 6367413 Publicly-traded Securities 1138592 810204 328388 328388 Passthrough K1 Capital Gain/(Loss) 55 328443 6463 6463 6463 2363 0 4300 6663 X 0 200 200 false false false false false true true 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 Alison Doherty Foundation Source 501 Silverside Rd Wilmington DE 198091377 Co- Pres, Dir, Sec 1.0 0 0 0 Edward Doherty Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas, Co- Pres 1.0 0 0 0 UBS Financial Services 100 crescent court suite 600 DALLAS TX 752011842 Investment Mgmt 52130 9335698 125008 0 9460706 0 9460706 141911 9318795 465940 465940 6463 6463 459477 459477 459477 406678 0 0 0 0 406678 459477 405423 406678 405423 1255 0 0 458222 0 0 Alison Doherty Edward Doherty X AUSTIN STREET CENTER PO BOX 710729 DALLAS TX 75371 N/A PC General & Unrestricted 25000 COMMEMORATIVE AIR FORCE 5661 MARINER DR DALLAS TX 75237 N/A PC General & Unrestricted 20000 COMPASS SCHOOL 2101 CEDAR SPRINGS RD STE 1600 DALLAS TX 75201 N/A PC General & Unrestricted 25000 FOREFRONT LIVING 12467 MERIT DR DALLAS TX 75251 N/A PC The T. Boone Pickens Hospice Center 10000 FRONTIERS OF FLIGHT MUSEUM INC 6911 LEMMON AVE DALLAS TX 75209 N/A PC Ally Pally's Explorers fund 25000 JOHN F PEELER EL 810 S LLEWELLYN AVE DALLAS TX 75208 N/A GOV General & Unrestricted 5000 JUDICIAL WATCH INC 425 3RD ST SW STE 800 WASHINGTON DC 20024 N/A PC General & Unrestricted 40000 LEADERSHIP INSTITUTE 1101 N HIGHLAND ST ARLINGTON VA 22201 N/A PC General & Unrestricted 75000 MILES OF FREEDOM 2922 MARTIN LUTHER KING JUNIOR BLVD DALLAS TX 75215 N/A PC General & Unrestricted 50000 ST PHILIPS SCHOOL & COMMUNITY CENTER 1600 PENNSYLVANIA AVE DALLAS TX 75215 N/A PC Athletic Department fund 25000 ST PHILIPS SCHOOL & COMMUNITY CENTER 1600 PENNSYLVANIA AVE DALLAS TX 75215 N/A PC General & Unrestricted 25000 TEA PARTY PATRIOTS FOUNDATION INC 1025 ROSE CREEK DR STE 620 PMB 322 WOODSTOCK GA 30189 N/A PC General & Unrestricted 50000 375000 14 3128 14 184968 18 328443 K-1 Inc/Loss 525990 1034 14 841 CLASS ACTION LAWSUIT PROCEEDS 01 12 1034 517392 518426 false false false false false false false false false false FORM 990-PF FORM 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships 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. AMERICAN EXPRESS CO NOTE - 4.9 100930 100308 AMERICAN HONDA FIN CORP - 4.90 99229 99651 COMCAST CORP NOTE - 4.150% - 1 74248 73155 CVS HEALTH - 3.875% - 07/20/20 46157 44711 EOG RES INC - 4.375% - 04/15/1 73790 72922 GEORGIA PWR CO - 4.650% - 05/1 98256 99570 METLIFE INC - 4.550% - 03/23/2 76306 73963 NEXTERA ENERGY CAP HOLDINGS IN 101469 99695 SOUTHERN CALIF EDISON CO SER 2 100671 101145 TARGET CORP NOTE - 4.500% - 09 73726 72559 TOYOTA - 4.625% - 01/12/2028 75642 74831 UNION PAC CORP NOTE - 4.750% - 75788 75191 UNITED HEALTH GROUP - 4.000% - 73532 72519 UNITED PARCEL SERVICE - 4.450% 74926 74230 WELLS FARGO CO - 4.150% - 01/2 72420 72706 ABBOTT LABS 37395 36195 ABBVIE INC 26399 30564 ADOBE SYSTEMS, INC 46261 41800 ADVANCED MICRO DEVICES INC 34881 38411 ALPHABET INC CL A 77848 269374 AMAZON COM 124387 311534 AMERICAN TOWER REIT INC 40866 39066 AMERIPRISE FINANCIAL INC 18257 69748 ANALOG DEVICES INC 77817 101981 APPLE INC 63413 392158 ASML HOLDING NV NY REG SHS 14917 17327 AUTOMATIC DATA PROCESSING INC 32911 49179 BLACKROCK INC 19019 51256 BOSTON SCIENTIFIC 38121 87534 BROADCOM INC 63389 257342 CHEVRON CORP 23746 29692 CHIPOTLE MEX GRILL 24641 39195 CHUBB LIMITED 54214 103613 COSTCO WHOLESALE CORPORATION 23588 92543 DANAHER CORP 16995 38564 DOLLAR TREE INC 20082 14314 ELI LILLY & CO 28325 66392 EXXON MOBIL CORP 74962 77343 HOME DEPOT INC 74448 176601 INTUIT 24689 32054 INTUITIVE SURGICAL 24764 42279 ISHARES RUSSELL 2000 286197 471528 ISHARES TR S & P MIDCAP 400 IN 227857 400965 JOHCM INTERNATIONAL SELECT FUN 438100 445341 JOHNSON & JOHNSON 88961 90677 JP MORGAN CHASE 69183 136635 LINDE PLC COM 49269 103830 LORD ABBETT INVESTMENT TRUST S 357034 336191 MARSH AND MCLENNAN COMPANIES I 23591 61174 MASTERCARD INC 24716 33700 MCDONALD'S CORP 61079 99142 MICROSOFT CORP 223464 680722 MORGAN STANLEY 48418 64243 MORGAN STANLEY INSTI FD INTERN 173457 232777 NEXTERA ENERGY, INC 17950 24518 NVIDIA CORP 45164 69831 O'REILLY AUTOMOTIVE INC 25072 66405 ONEOK INC 54366 82428 ORACLE CORP 44987 111649 PALO ALTO NETWORKS INC 36114 80426 PARKER HANNIFIN CP 19464 74416 PHILLIPS 66 45420 71434 PIMCO INCOME FUND P CLASS 260898 233353 PROCTER GAMBLE CO 25728 37554 PROGRESSIVE CORP OHIO 31103 35942 PROLOGIS 37225 37524 REPUBLIC SVCS INC 19621 57336 S&P GLOBAL INC COM 16594 19921 SALESFORCE.COM 32653 60514 SHERWIN-WILLIAMS CO 14041 25495 TAIWAN SEMICONDUCTOR MFG CO LT 24921 56087 THE COCA-COLA CO 77729 97063 THE HARTFORD MIDCAP FUND CLASS 198198 178428 THERMO FISHER SCIENTIFIC INC 34498 53584 TJX COMPANIES INC 49776 130112 TRANE TECHNOLOGIES PLC 10046 16621 UNION PACIFIC 30649 49941 UNITED PARCEL SERVICE 55391 37200 UNITEDHEALTH GROUP INC 46867 77902 VANGUARD FTSE EMERGING MARKETS 99952 101468 VISA INC 44100 113142 345550 344355 149907 147210 ENERGY TRANSFER LP 11806 128021 ENTERPRISE PRODUCTS PARTNERS L 6678 90191 MPLX LP 3610 33406 Administrative Fees 31653 31653 K-1 Exp ENERGY TRANSFER LP 1244 141 K-1 Exp ENTERPRISE PRODUCTS PA 17 1 K-1 Exp MPLX LP 4 State or Local Filing Fees 25 25 K-1 Inc/Loss ENERGY TRANSFER LP 57 782 K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP 376 14 K-1 Inc/Loss MPLX LP 1442 42 Class Action Lawsuit Proceeds 12 12 Investment Management Services 52130 52130 990-PF Estimated Tax for 2024 2300 990-PF Extension for 2023 100 990-T Extension for 2023 1500 990-T Income Tax for 2023 769 Foreign Tax Paid 156 156