2026-05-06T11:02:56-04:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 866320000 The Surplus Line Association of Arizona Foundation % Foundation Source SURP 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Edward Dresselhuys Trustee 8008391754 2026-04-30 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 9445625 X 3210000 63641 63641 6306 6306 0 50000 0 285764 285764 3565711 355711 0 8309 42477 600 41877 50786 600 41877 2995000 2995000 3045786 600 3036877 519925 355111 0 2356061 2446153 2446153 276141 420210 410502 6773644 7059408 6588970 9405846 9925771 9445625 0 0 X 9405846 9925771 9405846 9925771 9405846 9925771 9405846 519925 9925771 9925771 Publicly-traded Securities 50000 50000 0 0 4936 4936 4936 5327 0 5327 X 5 386 386 0 false false false false false false true true true AZ 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 Marc Adler Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, VP 1.0 0 0 0 Scott Culler Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Edward C Dresselhuys Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, EXEC DIR 1.0 0 0 0 Terri Edwards Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Lanny Hair Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Erick L Johnson CPCU Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Konnie Keaschall-Kiser Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Pres 1.0 0 0 0 James Mann Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Teresa Quale Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Sec, Treas 1.0 0 0 0 J Scott Wede Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Michelle Wilkinson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 280177 2192055 6588970 9061202 0 9061202 135918 8925284 446264 446264 4936 4936 441328 441328 441328 3036877 0 0 0 0 3036877 441328 2023 2022 2021 864895 814584 1184131 1225547 2316992 6406149 3036877 441328 2595549 9001698 0 864895 8136803 814584 1184131 1225547 2316992 2595549 NONE X 100 CLUB OF ARIZONA 333 N 44TH ST STE 100 PHOENIX AZ 85008 N/A PC General & Unrestricted 75000 180 PSM 1525 S HIGLEY RD STE 104 GILBERT AZ 85296 N/A PC General & Unrestricted 10000 ABILITY360 INC 5025 EAST WASHINGTON ST PHOENIX AZ 85034 N/A PC General & Unrestricted 10000 ACT ONE 910 E OSBORN RD B1 PHOENIX AZ 85014 N/A PC General & Unrestricted 10000 AID TO WOMEN CENTER 3029 N ALMA SCHOOL RD STE 130 CHANDLER AZ 85224 N/A PC General & Unrestricted 10000 ALS ARIZONA 360 E CORONADO RD STE 140 PHOENIX AZ 85004 N/A PC General & Unrestricted 5000 ANDRE HOUSE OF ARIZONA INC PO BOX 2014 PHOENIX AZ 85001 N/A PC General & Unrestricted 150000 ARIZONA ART ALLIANCE 4327 E LEWIS AVE PHOENIX AZ 85008 N/A PC General & Unrestricted 10000 ARIZONA COMMUNITY FOUNDATION 2201 E CAMELBACK RD STE 405B PHOENIX AZ 85016 N/A PC Phoenix Angel of Hope 5000 ARIZONA HUMANE SOCIETY 1521 W DOBBINS RD PHOENIX AZ 85041 N/A PC General & Unrestricted 25000 ARTHRITIS FOUNDATION INC 3028 E WESCOTT DR PHOENIX AZ 85050 N/A PC General & Unrestricted 15000 AUTISM SOCIETY OF GREATER PHOENIX PO BOX 10543 PHOENIX AZ 85064 N/A PC General & Unrestricted 10000 BARROW NEUROLOGICAL FOUNDATION 2910 N 3RD AVE STE 450 PHOENIX AZ 85013 N/A PC General & Unrestricted 15000 BOY SCOUTS OF AMERICA 8840 E CHAPARRAL RD STE 200 SCOTTSDALE AZ 85250 N/A PC General & Unrestricted 15000 CAMELBACK KIWANIS MEMORIAL FUND 1721 E MOHAWK LN PHOENIX AZ 85024 N/A PC General & Unrestricted 15000 COMMUNITY FOOD BANK INC 3003 S COUNTRY CLUB RD TUCSON AZ 85713 N/A PC General & Unrestricted 200000 CYSTIC FIBROSIS FOUNDATION 2777 E CAMELBACK RD STE 330 PHOENIX AZ 85016 N/A PC General & Unrestricted 10000 DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PO BOX 13600 PHOENIX AZ 85002 N/A PC The Virginia G Piper Medical Clinic 10000 EBONY HOUSE INC 6222 S 13TH ST PHOENIX AZ 85042 N/A PC General & Unrestricted 10000 FREE ARTS FOR ABUSED CHILDREN OF ARIZONA 352 E CAMELBACK RD STE 100 PHOENIX AZ 85012 N/A PC General & Unrestricted 5000 FREED SPIRITS ANIMAL RESCUE 1002 E MADDOCK RD PHOENIX AZ 85086 N/A PC General & Unrestricted 10000 GILA COMMUNITY FOOD BANK PO BOX 1410 GLOBE AZ 85502 N/A PC General & Unrestricted 25000 GOMPERS 6601 N 27TH AVE PHOENIX AZ 85017 N/A PC General & Unrestricted 30000 HONORHEALTH FOUNDATION 8125 N HAYDEN RD SCOTTSDALE AZ 85258 N/A PC Desert Mission-Sunnyslope 150000 HONORHEALTH FOUNDATION 8125 N HAYDEN RD SCOTTSDALE AZ 85258 N/A PC Desert Mission Food Bank 50000 HUSHABYE NURSERY 3003 E MCDOWELL RD PHOENIX AZ 85008 N/A PC General & Unrestricted 10000 INSURANCE TRAINING AND EDUCATION CENTER INC 333 E FLOWER ST PHOENIX AZ 85012 N/A PC General & Unrestricted 250000 JUVENILE DIABETES FOUNDATION INTERNATIONAL 4343 E CAMELBACK ROAD STE 230 PHOENIX AZ 85018 N/A PC General & Unrestricted 10000 KITCHEN ON THE STREET INC 2650 E MOHAWK LN STE 168 PHOENIX AZ 85050 N/A PC General & Unrestricted 175000 MAKE A WISH FOUNDATION OF ARIZONA INC 2901 N 78TH ST SCOTTSDALE AZ 85251 N/A PC General & Unrestricted 15000 MIDWEST FOOD BANK NFP INC 2031 WAREHOUSE RD NORMAL IL 61761 N/A PC AZ Food Bank 50000 MIDWEST FOOD BANK NFP INC 2031 WAREHOUSE RD NORMAL IL 61761 N/A PC Arizona Food Bank Operations 150000 NEW CITY BARRIO NUEVO PHOENIX 2030 W BASELINE RD NO 182-212 PHOENIX AZ 85041 N/A PC General & Unrestricted 15000 NOT MY KID INC 5310 E SHEA BLVD SCOTTSDALE AZ 85254 N/A PC General & Unrestricted 15000 ORAL EDUCATIONAL OPPORTUNITIES FOR THE HEARING IMP 3426 E SHEA BLVD PHOENIX AZ 85028 N/A PC General & Unrestricted 20000 PAZ DE CRISTO COMMUNITY CENTER PO BOX 40968 MESA AZ 85274 N/A PC General & Unrestricted 200000 PLUS FOUNDATION 5353 WAYZATA BLVD STE 306 MINNEAPOLIS MN 55416 N/A SO I General & Unrestricted 15000 REID AND KNIGHT SPACES INC 22002 W HILTON AVE BUCKEYE AZ 85326 N/A PC General & Unrestricted 10000 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 N/A PC California wild fire Fund 100000 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 N/A PC Central Texas Flooding Fund 50000 SHEMER ART CENTER AND MUSEUM ASSOCIATION INC SACAM 5005 E CAMELBACK RD PHOENIX AZ 85018 N/A PC General & Unrestricted 5000 SHRINERS HOSPITALS FOR CHILDREN FAIRFAX ROAD AT VIRGINIA ST SALT LAKE CITY UT 84103 N/A PC General & Unrestricted 10000 SOJOURNER CENTER PO BOX 20156 PHOENIX AZ 85036 N/A PC General & Unrestricted 20000 SOUTHWEST DISTRICT KIWANIS FOUNDATION 5318 KINGS ROW NE ALBUQUERQUE NM 87109 N/A PC General & Unrestricted 10000 SOUTHWEST HUMAN DEVELOPMENT INCORPORATED 2850 N 24TH ST PHOENIX AZ 85008 N/A PC General & Unrestricted 10000 ST MARYS FOOD BANK ALLIANCE 2831 N 31ST AVE PHOENIX AZ 85009 N/A PC General & Unrestricted 200000 THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER PO BOX 4486 HOUSTON TX 77210 N/A GOV MD Anderson Cancer Center Arizona 10000 THE WSIA EDUCATION FOUNDATION 4131 N MULBERRY DR STE 200 KANSAS CITY MO 64116 N/A PC General & Unrestricted 450000 TRANSPLANT COMMUNITY ALLIANCE INC PO BOX 36122 PHOENIX AZ 85067 N/A PC General & Unrestricted 5000 UNITED SERVICE ORGANIZATIONS INC PO BOX 96860 WASHINGTON DC 20077 N/A PC General & Unrestricted 15000 UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION 4505 S MARYLAND PKWY BOX 451006 LAS VEGAS NV 89154 N/A PC Kerestesi Center for Insurance and Risk Management Students Scholarship Fund 20000 WASTE NOT INC 1700 N GRANITE REEF RD SCOTTSDALE AZ 85257 N/A PC General & Unrestricted 175000 YUMA COMMUNITY FOOD BANK 2404 E 24TH ST STE A YUMA AZ 85365 N/A PC General & Unrestricted 100000 2995000 14 63641 14 6306 NET ANNUITY INCOME 01 285764 355711 355711 false false false false false false false false false false X X 1 The Surplus Line Association of Ari 14747 N Northsight Blvd Suite 111 Scottsdale AZ 85260 3210000 X ALLY BANK CD - 3.800% - 06/04/ 199999 200094 CATERPILLAR FINANCIAL SE MTN - 27118 26912 GENERAL ELECTRIC CAPITAL CORP 25722 25099 GENERAL ELECTRIC CO - 5.000% - 55231 51397 GOLDMAN SACHS GP INC - 5.950% 32165 30607 GOLDMAN SACHS GROUP INC - 3.50 11770 11894 GOLDMAN SACHS GRP INC MTN BE - 25249 23023 HANCOCK JOHN LIFE INS CO - 5.0 17689 16431 JPMORGAN CHASE & CO - 4.125% - 25267 25045 AUGUSTAR FINANCIAL POLICY #200 933287 859508 AUGUSTAR FINANCIAL POLICY #201 443924 419308 NEW YORK LIFE # 52132702 327243 327243 NEW YORK LIFE #77082328 1917926 1797095 NORTH AMERICAN LIFE 8000460723 762206 695879 PENN MUTUAL #8973759 1248632 1158284 PENN MUTUAL ANNUITY #8973006 196328 183894 PRINCIPAL # 8944779 471392 439337 PRINCIPAL # 8951445 362815 344312 SECURIAN POLICY # A311586 395655 364110 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2025, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $2,995,000. This amount represents 25% or more of the Foundation's net assets of $8,988,671 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2025. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 41848 41848 Bank Charges 600 600 Postage/Delivery Service 29 29 NET ANNUITY INCOME 285764 285764 990-PF Estimated Tax for 2025 5300 990-PF Extension for 2024 2900 IRS Miscellaneous Fee Expense 109