2026-05-14T15:23:47-04:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 770516597 The Tyrone Heritage Foundation % Foundation Source TYRO 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Joe Ethan Boomer Butler President 8008391754 2026-05-11 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 12052008 X 0 X 3240 3240 315848 315848 1342169 7586605 1342169 1661257 1661257 0 52160 52160 21000 34624 34624 107784 52160 34624 1570600 1570600 1678384 52160 1605224 -17127 1609097 0 181617 105870 105870 10978495 9926115 10850846 1111000 1095292 11160112 11142985 12052008 0 0 X 11160112 11142985 11160112 11142985 11160112 11142985 11160112 -17127 11142985 11142985 Publicly-traded Securities 7586605 6244436 1342169 1342169 1342169 22366 22366 22366 16658 0 16658 X 0 5708 0 false false false false false false false true true CA 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 Joe Ethan Boomer Butler Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 Joseph Mark Ellison Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Matthew O M Ellison Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Debra S Hill Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Sandra D Sponseller Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 LEGACY MULTI FAMILY GROUP 2000 Avenue of the Stars 12th Fl S LOS ANGELES CA 90067 Investment Mgmt 52160 11520499 248967 195052 11964518 0 11964518 179468 11785050 589253 589253 22366 22366 566887 566887 566887 1605224 0 0 0 0 1605224 566887 2023 2022 2021 8015 1022378 779689 930484 2740566 1605224 566887 1038337 3778903 0 3778903 8015 1022378 779689 930484 1038337 NONE X ACHIEVE GOALS 4263 TIERRA REJADA RAOD 101 MOORPARK CA 93021 N/A PC For Meter - G2009 team proposal fund 5000 ANCORATN PO BOX 7 NASHVILLE TN 37080 N/A PC Proposal items from Laurel Fisher (excluding the theater room) 60000 CHAYAH MINISTRIES INTERNATIONAL INC PO BOX 5638 VENTURA CA 93005 N/A PC General & Unrestricted 148000 CITY CENTER TRANSITIONAL LIVING INC 837 E THOMPSON BLVD VENTURA CA 93001 N/A PC City Center Wish List - Funds to Install Heating & Air units in building #1 and cleansing stream workbook & retreat 42000 CLEAN INTERNATIONAL INC 675 EAST SANTA CLARA ST 401 VENTURA CA 93001 N/A PC Heather Baker proposal fund 60000 DISABLED AMERICAN VETERANS CALIFORNIA REHABILITATI 13733 ROSECRANS AVE SANTA FE SPGS CA 90670 N/A PC Ventura Veterans Center and Oxnard Family Circle veterans family room 20000 EXPRESSION MINISTRIES INC 9512 HOLLISTER ST VENTURA CA 93004 N/A PC Van Repair Expenses Fund 4600 FOREVER FOUND 1464 MADERA RD STE 158 SIMI VALLEY CA 93065 N/A PC Freedom Ranch fund 50000 HEALTH CARE FOUNDATION FOR VENTURA COUNTY 3291 LOMA VISTA RD VENTURA CA 93003 N/A PC Funds to purchase trauma simulator 25000 JAMES STOREHOUSE INCORPORATED 3543 OLD CONEJO RD STE 105 NEWBURY PARK CA 91320 N/A PC Funds to purchase new shoes for the Back to School Bash 75000 LA MISION MINISTRIES PO BOX 121264 CHULA VISTA CA 91912 N/A PC Tijuana ministry Canyon community education materials, school lunch program, and despensas 10000 LIFE CENTERS OF VENTURA COUNTY 4601 TELEPHONE RD STE 107 VENTURA CA 93003 N/A PC Mobile Medical Unit (MMU) expansion and outreach initiative 10000 MAKE A WISH FOUNDATION OF CENTRAL COAST AND SOUTHE 4001 MISSION OAKS BLVD STE F CAMARILLO CA 93012 N/A PC General & Unrestricted 20000 MISSION INCREASE 12909 SW 68TH PKWY STE 455 PORTLAND OR 97223 N/A PC Ventura Mission Increase Proposal 75000 RESCUE MISSION ALLIANCE 315 N A ST OXNARD CA 93030 N/A PC Lighthouse for Women and Children proposal 50000 RESCUE MISSION ALLIANCE 315 N A ST OXNARD CA 93030 N/A PC RMA Vocational Construction Program 250000 RIVER COMMUNITY CHURCH VENTURA INC 859 E SANTA CLARA ST VENTURA CA 93001 N/A PC Tender Life Maternity Home Wish List 61000 TEEN CHALLENGE OF SOUTHERN CALIFORNIA 5445 CHICAGO AVE RIVERSIDE CA 92507 N/A PC To support the Ventura Teen Challenge location - Plumbing Proposal 25000 THE OFFICERS CHRISTIAN FELLOWSHIP OF THE UNITED ST 4050 LEE VANCE VW COLORADO SPGS CO 80918 N/A PC Spring Canyon staff duplex renovation proposal 25000 TWO TREES COMMUNITY INC 2973 GROVE ST VENTURA CA 93003 N/A PC Westside Community Outreach Center - Mental health services for teens, client support for homeless intervention 50000 TWO TREES COMMUNITY INC 2973 GROVE ST VENTURA CA 93003 N/A PC Two Trees Community Outreach Center - Back to school event 40000 TWO TREES COMMUNITY INC 2973 GROVE ST VENTURA CA 93003 N/A PC Building Fund for new church building at 117 N Ventura Ave 75000 TWO TREES COMMUNITY INC 2973 GROVE ST VENTURA CA 93003 N/A PC Jesus Club countywide project and Send Youth event 15000 TWO TREES COMMUNITY INC 2973 GROVE ST VENTURA CA 93003 N/A PC To operate an After School Mentoring Program for Westside youth led by westside COC 75000 TWO TREES COMMUNITY INC 2973 GROVE ST VENTURA CA 93003 N/A PC Westside Christmas Event - Gifts for families 50000 VENTURA GLOBAL HEALTH PROJECT 4775 FOOTHILL RD VENTURA CA 93003 N/A PC Dr. Wally Baker Proposal - Kenya Pediatric Unit 75000 VENTURA MISSIONARY CHURCH 500 HIGH POINT DR VENTURA CA 93003 N/A PC Royal Family Kids Camp 50000 VETERANS VOICE OF AMERICA INC 2425 MARGARET ST N NORTH ST PAUL MN 55109 N/A PC Marc McCabe Proposal Fund 25000 WESTMONT COLLEGE 955 LA PAZ RD SANTA BARBARA CA 93108 N/A PC CATLab AI Program Proposal 100000 1570600 14 3240 14 315848 18 1342169 1661257 1661257 false false false false false false false false false false AMERICAN BCN STP MIDCAP Y 218926 208166 BLACKROCK STRAT INC OPP PORTFO 354519 368106 BROWN ADVISORY SUSTAINABILITY 173188 150333 COLUMBIA OVERSEAS VALUE FUND C 355661 408606 DELAWARE SMALL CAP CORE FUND I 238520 258743 FPA FLEXIBLE FIXED INCOME FUND 240486 248388 GQG PARTNERS EMERGING MARKETS 95398 118009 HARDING LOEVNER INTL EQUITY 287382 321194 INVESCO CORE BOND PLUS FUND CL 1046888 1050089 INVESCO KBW BANK 97101 103761 ISHARES BARCLAYS 10-20 YEAR TR 179912 175482 ISHARES BROAD USD INV GRD CORP 325070 333088 ISHARES CORE MSCI EAFE ETF 454836 617185 ISHARES CORE MSCI EMERGING MAR 283090 370248 ISHARES TRUST RUSSELL MIDCAP I 266421 319424 ISHARESLEHMAN 7-10YR 188468 191358 JOHN HANCOCK FDS III DISCIPLIN 304304 313603 JP MORGAN STRATEGIC INCOME OPP 232468 232559 JPMORGAN LARGE CAP GROWTH FUND 748284 819092 KRANESHARES CSI CHINA INTERNET 109052 95783 LOOMIS SAYLES FDS INV GRADE BO 1024001 1042819 PERFORMANCE TRUST TOTAL RETURN 180219 180933 PIMCO INCOME FUND P CLASS 606037 631186 PUTNAM EQUITY INCOME FUND Y 936911 964757 SPDR S&P 500 ETF TRUST 162563 386649 TECHNOLOGY SPDR 73216 99339 VANGARD RUSSELL 1000 GROWTH 187433 219150 VANGUARD RUSSELL 1000 VALUE ET 234162 266009 VANGUARD RUSSELL 2000 ETF 103889 129476 WCM FOCUSED INTL GROWTH FUNDS 217710 227311 APOLLO DEBT SOLUTIONS BDC CLAS 555500 548355 ARES PRIVATE MARKETS FUND CLAS 555500 546937 Administrative Fees 34404 34404 State or Local Filing Fees 220 220 Investment Management Services 52160 52160 990-PF Estimated Tax for 2025 16600 990-PF Extension for 2024 4400