2026-01-14T13:50:54-06:00 2025-08-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-09-01 366082517 Tom Russell Charitable Foundation Inc % Foundation Source TOMR 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 David S Lindquist President 8008391754 2025-12-15 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 36744610 X 10445 4500 4500 925858 925858 1263328 6915093 1272947 37 37 2204168 2203342 80250 80250 8950 0 0 8950 10000 0 0 10000 71653 48990 22663 128600 9866 9866 76237 75 76162 385556 49065 0 207891 440000 440000 825556 49065 0 647891 1378612 2154277 0 223439 121764 121764 22777116 23758545 30425069 2904967 2919825 3332777 2381000 2865000 2865000 28286522 29665134 36744610 0 0 X 28286522 29665134 28286522 29665134 28286522 29665134 28286522 1378612 29665134 29665134 Publicly-traded Securities 6915093 5642146 1272947 1272947 1272947 29944 29944 29944 21721 0 21721 X 15 8238 false false false false false false false true true IL true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Kwadwo Acheampong Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 3.0 12000 0 0 J KIRBY AIKEN Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Senior Dir 5.0 15250 0 0 Dawn Arthur Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 3.0 12000 0 0 John L Bishop Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP, Senior Dir 5.0 15250 0 0 Crawford Crenshaw Foundation Source 501 Silverside Rd Wilmington DE 198091377 Treas, Senior Dir 5.0 6000 0 0 David S Lindquist Foundation Source 501 Silverside Rd Wilmington DE 198091377 Senior Dir, Pres 5.0 19750 0 0 FOUNDATION SOURCE 55 Walls Drive Suite 302 FAIRFIELD CT 06824 Administrative 73736 RALEIGH CHARTER HIGH SCHOOL FOUNDATION - TO PAY DOWN BOND DEBT & INCREASE AMOUNT OF OPERATING FUNDS AVAILABLE ANNUALLY 500000 RESURRECTION PROJECT - TO PROVIDE MEMBERS OF TYPICALLY UNDERSERVED COMMUNITIES ACCESS TO CREDIT TO BUY & REPAIR HOMES 375000 795000 1670000 29597929 461670 3154861 33214460 0 33214460 498217 32716243 1635812 1635812 29944 29944 1605868 1186000 2791868 2791868 647891 1670000 0 0 0 2317891 2791868 2307662 2317891 2307662 10229 0 0 2781639 0 0 NONE X A BETTER CHANCE INC 2 W53EST 35TH ST 6TH FLOOR NEW YORK NY 10001 N/A PC General & Unrestricted 12000 A PLACE AT THE TABLE PO BOX 26205 RALEIGH NC 27611 N/A PC General & Unrestricted 5000 CALVARY TEMPLE CHURCH OF NAPERVILLE 9S200 RTE 59 NAPERVILLE IL 60564 N/A PC General & Unrestricted 5000 CENTRAL OKLAHOMA AMERICAN INDIAN HEALTH COUNCIL IN 4913 W RENO AVE OKLAHOMA CITY OK 73127 N/A PC General & Unrestricted 5000 CHESS-IN-THE-SCHOOLS INC 520 8TH AVENUE 22ND FLOOR NEW YORK NY 10018 N/A PC General & Unrestricted 17500 COLORADO WOMENS EDUCATION FOUNDATION PO BOX 1189 BOULDER CO 80306 N/A PC General & Unrestricted 12000 CRAZY HORSE MEMORIAL FOUNDATION 12151 AVE OF THE CHIEFS CRAZY HORSE SD 57730 N/A PC General & Unrestricted 10000 DONKA INCORPORATED 400 N COUNTY FARM RD WHEATON IL 60187 N/A PC General & Unrestricted 50000 DOROTHEA DIX PARK CONSERVANCY PO BOX 28575 RALEIGH NC 27611 N/A PC Education programs for children at the Dix Park 1000 DOROTHEA DIX PARK CONSERVANCY PO BOX 28575 RALEIGH NC 27611 N/A PC General & Unrestricted 1000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Center for Truth, Racial Healing and Reconciliation 5000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Duke University Libraries Annual Fund 2500 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC General & Unrestricted 2000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Truth, Racial Healing, and Transformation Center 5000 ERIE FAMILY HEALTH CENTER INC 1701 W SUPERIOR ST CHICAGO IL 60622 N/A PC General & Unrestricted 5000 GADS HILL CENTER 1919 W CULLERTON ST CHICAGO IL 60608 N/A PC General & Unrestricted 5000 HENDERSON COLLEGIATE 1071 OLD EPSOM RD HENDERSON NC 27536 N/A PC General & Unrestricted 22500 INTER-FAITH FOOD SHUTTLE 1001 BLAIR DR RALEIGH NC 27603 N/A PC in support of the Back Buddies Program 5000 INTER-FAITH FOOD SHUTTLE 1001 BLAIR DR RALEIGH NC 27603 N/A PC General & Unrestricted 2500 IVY HAYWOOD EDUCATION INITIATIVE IHEI CORP 2077 SE LENNARD RD APT 111 PORT ST LUCIE FL 34952 N/A PC General & Unrestricted 5000 JACKIE ROBINSON FOUNDATION INC 75 VARICK ST 2ND FL NEW YORK NY 10013 N/A PC General & Unrestricted 1000 JUVENILE PROTECTIVE ASSOCIATION 1707 N HALSTED ST CHICAGO IL 60614 N/A PC General & Unrestricted 5000 KIPP OKC PUBLIC SCHOOLS PO BOX 14128 OKLAHOMA CITY OK 73113 N/A PC General & Unrestricted 10000 LATINO EDUCATIONAL ACHIEVEMENT PARTNERSHIP 1737 HILLANDALE RD DURHAM NC 27705 N/A PC General & Unrestricted 15000 LEADERSHIP NEWARK INC 494 BROAD ST SUITE LL10 NEWARK NJ 07102 N/A PC General & Unrestricted 1000 LEELANAU CONSERVANCY 105 N FIRST ST PO BOX 1007 LELAND MI 49654 N/A PC General & Unrestricted 1500 MARCY LAB INC 829 JEFFERSON AVE APT 1R BROOKLYN NY 11221 N/A PC General & Unrestricted 2000 NEWARK ALLIANCE INC 60 PARK PL STE 604 NEWARK NJ 07102 N/A PC General & Unrestricted 1000 NIGERIAN HEALTH CARE FOUNDATION 453 COLFAX RD WAYNE NJ 07470 N/A PC General & Unrestricted 3500 OTHER SIDE ACADEMY 661 E 100 S SALT LAKE CITY UT 84102 N/A PC General & Unrestricted 1000 PARTNERSHIP WITH NATIVE AMERICANS 16415 ADDISON RD STE 200 ADDISON TX 75001 N/A PC General & Unrestricted 20000 PGA TOUR FIRST TEE FOUNDATION INC PO BOX 3055 PONTE VEDRA BEACH FL 32004 N/A PC General & Unrestricted 1000 POSITIVE TOMORROWS INC 901 N VILLA AVE OKLAHOMA CITY OK 73107 N/A PC General & Unrestricted 10000 PREP FOR PREP 328 W 71ST ST NEW YORK NY 10023 N/A PC General & Unrestricted 13500 PS 70 MAX SCHOENFELD 1691 WEEKS AVE BRONX NY 10457 N/A GOV General & Unrestricted 20000 PS 70 MAX SCHOENFELD 1691 WEEKS AVE BRONX NY 10457 N/A GOV Chess program 3500 RISE SOUTHEAST RALEIGH CHARTER SCHOOL INC 3420 IDLEWOOD VILLAGE DR RALEIGH NC 27610 N/A PC General & Unrestricted 102000 SE RALEIGH PROMISE INC 1425 PROMISE BEACON CIR STE 214 RALEIGH NC 27610 N/A PC General & Unrestricted 7500 THE COUNCIL OF URBAN PROFESSIONALS INSTITUTE 55 EXCHANGE PL STE 405 NEW YORK NY 10005 N/A PC General & Unrestricted 15000 THE YOUNG MENS CHRISTIAN ASSOCIATION OF THE TRIANG 801 CORPORATE CENTER DR STE 200 RALEIGH NC 27607 N/A PC General & Unrestricted 5000 TOOLS & TIARAS INC 155-03 JAMAICA AVE 2ND FL JAMAICA NY 11432 N/A PC General & Unrestricted 1000 TRUSTEES OF PHILLIPS ACADEMY 180 MAIN ST ANDOVER MA 01810 N/A PC General & Unrestricted 2500 YOUNG MENS CHRISTIAN ASSOCIATION 500 N BROADWAY AVE STE 500 OKLAHOMA CITY OK 73102 N/A PC General & Unrestricted 20000 440000 14 4500 14 925858 18 1263328 CLASS ACTION LAWSUIT PROCEEDS 01 37 2193723 2193723 false false false false false false false false false false X X 1 Crenshaw Crawford 1312 Lutz Ave Raleigh NC 27607 10445 X 1 APPLE INC AAPL, 45 sh. 10445 2025-02-06 Audit Fees 10000 10000 CARING HOUSE - TO SUPPORT THE MAKING ROOM TO HEAL EXPANSION 345000 RISE SE RALEIGH - TO SUPPORT THE SCHOOL'S OPERATIONS AND CAPITAL DEVELOPMENT PROJECTS 250000 SE RALEIGH PROMISE - TO FUND DEVELOPMENT OF AFFORDABLE RENTAL HOMES FOR LOW-INCOME HOUSEHOLDS 100000 PLM - TO SUPPORT REBUILDING EMERGENCY SHELTER BUILDING THAT WAS DESTROYED BY FIRE 75000 S.G. ATKINS - TO FINANCE CONSTRUCTION OF AFFORDABLE HOMES FOR WORKING FAMILIES, THE ELDERLY, & OTHERS IN NEED 25000 SELF HELP FEDERAL CREDIT UNION 301 WEST MAIN STREET DURHAM NC 27701 2023-08-18 311000 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION NO 4/9/2024, 7/10/2025 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE. SELF HELP CREDIT UNION 301 W MAIN STDURHAM DURHAM NC 27701 2024-08-21 145000 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION NO 7/10/2025 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE. FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY PRI RECIPIENT: SELF HELP FEDERAL CREDIT UNION DATE AND AMOUNT OF PRI: 8/18/2023 $311,000 PURPOSE OF PRI: TO PROVIDE HOME AND COMMERCIAL LOANS TO LOW INCOME BORROWERS OF COLOR, WOMEN, RURAL RESIDENTS AND LOW WEALTH FAMILIES IN THE CHICAGO AREA. REPORTS OF AMOUNTS EXPENDED: SELF HELP FEDERAL CREDIT UNION SUBMITTED A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT. THIS INVESTMENT WAS REMOVED FROM THE FOUNDATION'S BOOKS AS OF 9/25/2024, THE DATE SELF HELP FEDERAL CREDIT UNION PAID BACK THIS LOAN. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY PRI RECIPIENT: SELF HELP CREDIT UNION DATES AND AMOUNTS OF PRI: 8/21/2024 $145,000 PURPOSE OF PRI: TO PROVIDE HOME AND COMMERCIAL LOANS TO LOW-INCOME BORROWERS OF COLOR IN NORTH CAROLINA. REPORTS OF AMOUNTS EXPENDED: SELF HELP CREDIT UNION IS EXPECTED TO SUBMIT A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT. THIS INVESTMENT REMAINED ON THE FOUNDATION'S BOOKS AS OF 08/31/2025. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. DODGE & COX FUNDS INTERNATIONA 850000 898925 DRIEHAUS EMERGING MARKETS GROW 922763 1153899 FIDELITY 500 INDEX FUND 9278322 13234045 FIDELITY INTERNATL INDEX INSTL 3424894 4370654 FIDELITY MID CAP INDEX FUND 2003893 2642663 MFS INTERNATIONAL GROWTH FUND 850000 870102 MFS MID CAP GROWTH FUND CLASS 925366 1160551 PRINCIPAL SMALLCAP VALUE FUND 967136 1024949 STEPSTONE PRIVATE MARKETS CLAS 1617894 1716436 T. ROWE QM U.S. SMALL-CAP GROW 857589 1013849 VANGUARD INTL HIGH DIV YIELD E 1104173 1210560 VICTORY SYCAMORE ESTABLISHED V 956515 1128436 AMG PANTHEON FUND, LLC CLASS 3 1469825 1737426 PARTNERS GROUP PRIVATE EQUITY 1450000 1595351 General Consultations 8950 8950 PRI - CARING HOUSE, INC. (DATE 345000 345000 PRI - CARING HOUSE, INC. - 0% 250000 250000 PRI - PLM FAMILIES TOGETHER, I 50000 50000 PRI - PLM FAMILIES TOGETHER, I 75000 75000 PRI - RALEIGH CHARTER HIGH SCH 500000 500000 PRI - RISE SE RALEIGH CHARTER 325000 325000 PRI - RISE SE RALEIGH CHARTER 250000 250000 PRI - S.G. ATKINS COMM. DEV. C 25000 25000 PRI - SE RALEIGH PROMISE, INC. 75000 75000 PRI - SE RALEIGH PROMISE, INC. 100000 100000 PRI - SELF-HELP CREDIT UNION ( 145000 145000 PRI - THE RESURRECTION PROJECT 350000 350000 PRI - THE RESURRECTION PROJECT 375000 375000 Administrative Fees 73736 73736 Bank Charges 75 75 Foundation Dues & Memberships 1150 1150 Indemnification Insurance 1250 1250 State or Local Filing Fees 26 26 Class Action Lawsuit Proceeds 37 37 Investment Management Services 48990 48990 Philanthropic Consulting Srvcs 20463 20463 TRANSCRIPTION SERVICES 2200 2200 990-PF Estimated Tax for 2025 13600 990-PF Extension for 2024 115000