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· Public charity

The CareSource Foundation

The CareSource Foundation is organized and operated exclusively to further the charitable purposes of the Internal Revenue Code Section 501(c)(3) organizations within the CareSource Public Charities(Continued on Schedule O).

$3.1M
Granted FY2024still arriving
52
Grants FY2024still arriving
14
States reached
$180k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Health$6.1MHuman Services$3.0MEducation$1.6MCommunity Improvement$1.5MFood & Nutrition$957kHousing & Shelter$927kPhilanthropy$752kCrime & Legal$591kOther$0
02FY2024 · 52 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 52 grants below total $3,020,062, the rows itemized in this filing. The $3,145,400 headline is the total grant expense on the return; the other $125,338 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2024

  • Under $10k1 grant · $6k
  • $10k–50k23 grants · $455k
  • $50k–250k28 grants · $2.6M
$50,000
Median grant
14
States reached
$1.1M
Total assets
Largest grants
RecipientAmount
VALLEY HEALTHCARE SYSTEM INC$180,000
HABITAT FOR HUMANITY OF GREATER DAYTON$170,000
PEOPLE WORKING COOPERATIVELY INC$169,000
VICTORY PROJECT INC$150,000
THE ARC OF INDIANA INC$150,000
BRING CHANGE 2 MIND$144,000
GEORGIA FAMILY CONNECTION PARTNERSHIP INC$100,000
MANNA FOODBANK INC$100,000
CHC CREATING HEALTHIER COMMUNITIES$100,000
SHEPHERD COMMUNITY INC$100,000
APPARO SOLUTIONS INC$95,000
SAM'S FANS$90,000
ROCKING HORSE CHILDRENS HEALTH CENTER$90,000
MAPLE TREE CANCER ALLIANCE$75,600
UNITED WAY OF GREATER DAYTON$75,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–24, $2.6M) land where the poverty rate runs at 15%, against an area that typically sits at 11%. 94% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%ARKANSAS BAPTIST CHILDREN'S HOMES AND FAMILY MINISTRIES: $50k → 17%BETTER TOGETHER: $15k → 10%EPISCOPAL CHILDREN'S SERVICES: $50k → 14%PROJECT IOWA INC: $25k → 10%PARTNERS IN LEARNING CHILD DEVELOPMENT CENTER INC: $20k → 15%VAC - VOLUNTEER AGING COUNCIL INC: $13k → 6%Tri-County EMC Foundation Inc: $40k → 12%STATEWIDE INDEPENDENT LIVING COUNCIL OF GEORGIA: $90k → 14%Coastal Georgia Area Community Action Authority: $20k → 14%Hope Southern Indiana Inc: $15k → 10%DIEUDONNE CORPORATION: $60k → 16%THE VILLAGES OF INDIANA INC: $201k → 18%INTEGRATED SERVICES FOR BEHAVIORAL HEALTH: $83k → 15%COMMUNITY ACTION AGENCY OF COLUMBIANA COUNTY INC: $50k → 16%Benjamin Rose Institute on Aging: $63k → 17%MOTHER'S MILK BANK OF MISSISSIPPI: $50k → 10%Catholic Charities of Louisville Inc: $20k → 15%Samaritan Counseling Center of Southeast Texas: $50k → 19%AMERICAN NATIONAL RED CROSS ET AL: $25k → 14%KANSAS CHILDREN'S SERVICE LEAGUE: $25k → 16%BOOMERANG BACKPACKS INC: $20k → 12%THINK TANK INC: $41k → 15%MIAMI LIGHTHOUSE FOR THE BLIND & VISUALLY IMPAIRED: $25k → 15%Think Tank Inc: $30k → 15%SHEPHERD COMMUNITY INC: $100k → 16%4 PAWS FOR ABILITY: $25k → 9%My Connect Community: $20k → 16%GEORGIA PARENT SUPPORT NETWORK INC: $30k → 13%GEORGIA COUNCIL FOR RECOVERY: $40k → 14%PAY IT FORWARD CINCINNATI: $25k → 16%CADRE INC: $50k → 13%Chris 180: $50k → 14%THE ARC OF INDIANA INC: $150k → 16%Omega Community Development Corporation: $250k → 14%Indiana Youth Group Inc: $20k → 16%Omega Community Development Corporation: $25k → 14%Families First Inc: $50k → 13%Beech Acres dba Beech Acres Parenting Center: $15k → 16%SINGLE PARENTS ROCK: $50k → 14%HANNAH'S TREASURE CHEST: $25k → 14%KOINONIA HOMES INC: $20k → 17%Agape for Youth: $22k → 14%CLOTHES THAT WORK: $16k → 14%Good Neighbor House: $75k → 14%Urban League of Greater Southwestern Ohio: $35k → 14%American Red Cross - Miami Valley Chapter: $25k → 14%AMERICAN RED CROSS MIAMI VALLEY: $20k → 14%Hospice of Dayton: $50k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

MN
IL
MI
NY
MA
IA
IN
OH
CA
CO
MO
KY
WV
VA
KS
AR
NC
DC
MS
GA
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 6% of The CareSource Foundation’s grant dollars are earmarked for a different county than the recipient’s own address. By recipient address, 56% of the giving stays in OH; by stated purpose, 53%.

The CareSource Foundationlessmore of its giving
Placed by recipient address · 2.5% directed abroad (not shown)
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

39%of every dollar goes to organizations it has funded before.
$6.8M · 50 repeat orgs$11M to everyone else

50 repeat relationships: 12 still active in FY2024, 38 since wound down; 39 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

50
271

Total granted

$6.8M
$8.3M

Median revenue growth · since first grant

+17%
+19%

Still filing today

98%
89%

New vs renewed · share of each year

In FY2024, 25% of grant dollars renewed an existing relationship; $2.2M went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
Human ServicesHealthEducationHousing & ShelterCommunity ImprovementPhilanthropyOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • AH
    American Heart Association Inc
    2× · 2021–2023 · $385k · revenue +33%
  • OC
    OHIO CDC ASSOCIATION INC
    3× · 2017–2023 · $350k · revenue +17%
  • EF
    EVSC FOUNDATION INC
    2× · 2021–2022 · $297k · revenue +46%

Funded once

  • PF
    PHOEBE FOUNDATION INCgraduated
    one grant, 2021 · $256k · revenue +70%
  • FR
    FIVE RIVERS HEALTH CENTERSgraduated
    one grant, 2019 · $250k · revenue +100%
  • RH
    RDOOR HOUSING CORPORATIONgraduated
    one grant, 2022 · $250k · revenue +96%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Columbus Neighborhood Health Center Inc

To serve the central ohio community with affordable, easy to access healthcare services.

Health
2
Child & Adolescent Behavioral Health

We are the premier childrens mental health agency that reduces the suffering experienced by children who have emotional problems related to depression, anxiety, and behavior like adhd. untreated, these problems can lead to failure in…

—
3
Hospice & Palliative Care of the Ohio Valley Inc

Helping individuals live with dignity through the final stage of life.

Human Services
4
Ohio Hills Health Services

Ohio hills health services is a non-profit health care operation, organized by communities in eastern ohio to promote healthy lifestyles and to provide preventative and comprehensive medical and dental care for area residents. the primary…

—
5
Choices Coordinated Care Solutions Inc

To strengthen youth and families while enhancing systems and communities.

Human Services
6
Ohio United Way

To strengthen the capacity of United Ways across Ohio and to advance the common good for Ohioans.

Philanthropy
7
Union Health System

To serve our communities by provding innovative and compassionate healthcare.

Health
8
Southern Indiana Community Health Care

To provide high-quality, comprehensive, community-sensitive health care utilizing christ-oriented principles. rooted in our faith-driven values, sichc serves as a pillar for accessible, comprehensive care of the whole person and a catalyst…

Health
9
Lutheran Social Services of Central Ohio Delaware Housing Inc

See schedule oto create a better world by serving people in need by operating food pantries, homeless shelters, a domestic violence shelter, affordable housing communities, senior living, assisted living and skilled care facilities, a home…

—
10
Florida Community Health Centers Inc

Florida community health centers, inc. (fchc) is a federally qualified health center serving medically needy populations in south florida, with an emphasis on serving rural and farm worker communities.

—
11
The Women's Clinic of Columbus

Women's health clinic focusing on helping at-risk parents deal with issues related to prenancy and parenting.

Health
12
Physicians Care Connection

Physicians careconnection (pcc) mission is to optimize health for individuals experiencing healthcare challenges due to personal and systemic barriers.

—
How this is measured
The grantee most central to the portfolio’s shape is Faith Mission Inc; the most unlike its peers is Bhelpful Love Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

341 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 341 of the 364 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

6
Load-bearing (≥25% of a budget)
64
Early backer (in before they grew)
329/341
Grantees still filing
209/341
Grew since first funded

Where the money sits, by cause and then by grantee

NURSE-FAMILY PARTNERSHIP: $529,034 · HealthNURSE-FAMILY PARTNERSHIPAmerican Heart Association Inc: $385,000 · HealthAmerican Heart Associatio…PHOEBE FOUNDATION INC: $256,226 · HealthPHOEBE FOUNDATION INCFIVE RIVERS HEALTH CENTERS: $250,000 · HealthFIVE RIVERS HEALTH CENTER…ONEFIFTEEN RECOVERY: $220,000 · HealthONEFIFTEEN RECOVERYOVERDOSE LIFELINE INC: $192,425 · HealthST VINCENT HOSPITAL FOUNDATION INC: $150,000 · HealthBRING CHANGE 2 MIND: $144,000 · Health+29 more: $1,497,100 · Health+29 moreRONALD MCDONALD HOUSE CHARITIES DAYTON: $510,000 · OtherRONALD MCDONALD HOUSE CHARITIES DAYTONHabitat for Humanity of Greater Dayton Inc: $233,000 · OtherDAYTON METRO LIBRARY FINANCE DEPARTMENT: $199,000 · OtherRDOOR HOUSING CORPORATION: $250,000 · OtherBUILDING HOPE IN THE CITY: $210,000 · OtherGirl Scouts of Western Ohio: $200,000 · Other+69 more: $3,956,815 · Other+69 moreOmega Community Development Corporation: $275,000 · Human ServicesOmega Community …The Villages of Indiana Inc: $210,500 · Human ServicesThe Villages of …THE ARC OF INDIANA INC: $150,000 · Human ServicesTHE ARC OF INDIA…Shepherd Community Inc: $100,000 · Human ServicesSTATEWIDE INDEPENDENT LIVING COUNCI: $90,000 · Human ServicesGOOD NEIGHBOR HOUSE: $85,000 · Human ServicesINTEGRATED SERVICES FOR BEHAVIORAL HEALTH: $83,000 · Human Services+33 more: $1,331,500 · Human Services+33 moreDAYTON AREA CHAMBER OF COMMERCE EDUCATION & PUBLIC IMPROVEMENT FDTN: $771,500 · Community ImprovementDAYTON ARE…OHIO CDC ASSOCIATION INC: $350,000 · Community ImprovementOHIO CDC A…GREATER DAYTON UNION COOPERATIVE INITIATIVE INC: $220,000 · Community ImprovementGREATER DA…APPARO SOLUTIONS INC: $95,000 · Community ImprovementAPPARO SOL…NPOWER INC: $75,000 · Community Improvement+1 more: $25,000 · Community ImprovementUniversity of Dayton: $140,000 · EducationUniversit…OHIO STATE UNIVERSITY FOUNDATION: $125,000 · EducationOHIO STAT…ATLANTA HBCU ALUMNI ALLIANCE: $100,000 · EducationATLANTA H…Ball State University Foundation Inc: $100,000 · EducationBall Stat…Wright State University Foundation Inc: $100,000 · EducationWright St…REACH OUT AND READ INC: $95,000 · EducationREACH OUT…University of Indianapolis: $82,000 · EducationUniversit…GEORGIA HEALTHY FAMILY ALLIANCE INC: $75,000 · EducationGEORGIA H…MOREHOUSE SCHOOL OF MEDICINE: $50,000 · EducationDRUMGOOLE FAMILY INITIATIVES INC: $50,000 · EducationMarian University: $50,000 · EducationWEST VIRGINIA UNIVERSITY FOUNDATION INC: $50,000 · Education+10 more: $288,500 · Education+10 moreEVSC FOUNDATION INC: $296,900 · PhilanthropyCOLUMBUS FOUNDATION: $250,000 · PhilanthropyTHE DAYTON FOUNDATION: $160,000 · PhilanthropySAM'S FANS: $90,000 · PhilanthropyNATL CHRISTIAN CHARITABLE FDN INC: $75,000 · PhilanthropyWELLSTAR FOUNDATION INC: $50,000 · PhilanthropyHEART OF INDIANA UNITED WAY INC: $36,000 · Philanthropy+5 more: $115,000 · PhilanthropyCHILDREN'S HUNGER ALLIANCE: $280,000 · Food & NutritionOPEN HAND ATLANTA INC: $193,587 · Food & NutritionMANNA FOOD BANK INC: $100,000 · Food & NutritionHOUSE OF BREAD: $50,500 · Food & NutritionGEORGIA FOUNDATION FOR AGRICULTURE INC: $40,000 · Food & NutritionTHE FOODBANK INC: $37,000 · Food & NutritionFEEDING GEORGIA INC: $25,000 · Food & Nutrition+1 more: $20,000 · Food & Nutrition
Health$3,623,785Other$5,558,815Human Services$2,325,000Community Improvement$1,536,500Education$1,305,500Philanthropy$1,072,900Food & Nutrition$746,087

Showing the 200 largest grantees by grant value.

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetDAYTON AREA CHAMBER OF COMMERCE EDUCATION & PUBLIC IMPROVEMENT FDTN: $771,500 over 2y, 45% of budgetNURSE-FAMILY PARTNERSHIP: $529,034 over 2y, 0.4% of budgetRONALD MCDONALD HOUSE CHARITIES DAYTON: $510,000 over 2y, 3.5% of budgetAmerican Heart Association Inc: $385,000 over 2y, 0.1% of budgetOHIO CDC ASSOCIATION INC: $350,000 over 3y, 11% of budgetEVSC FOUNDATION INC: $296,900 over 2y, 8.3% of budgetCHILDREN'S HUNGER ALLIANCE: $280,000 over 2y, 1.7% of budgetOmega Community Development Corporation: $275,000 over 2y, 19% of budgetPHOEBE FOUNDATION INC: $256,226 over 1y, 7.2% of budgetFIVE RIVERS HEALTH CENTERS: $250,000 over 1y, 0.9% of budgetCOLUMBUS FOUNDATION: $250,000 over 1y, 0.1% of budgetRDOOR HOUSING CORPORATION: $250,000 over 1y, 1.8% of budgetHabitat for Humanity of Greater Dayton Inc: $233,000 over 4y, 3.0% of budgetONEFIFTEEN RECOVERY: $220,000 over 1y, 7.0% of budgetThe Villages of Indiana Inc: $210,500 over 2y, 0.7% of budgetBUILDING HOPE IN THE CITY: $210,000 over 2y, 11% of budgetGirl Scouts of Western Ohio: $200,000 over 2y, 1.1% of budgetOPEN HAND ATLANTA INC: $193,587 over 1y, 1.3% of budgetOVERDOSE LIFELINE INC: $192,425 over 1y, 2.2% of budgetVALLEY HEALTHCARE SYSTEM INC: $180,000 over 1y, 1.5% of budgetPEOPLE WORKING COOPERATIVELY INC: $169,000 over 1y, 0.9% of budgetTHE VICTORY PROJECT LLC: $168,000 over 3y, 6.6% of budgetTHE DAYTON FOUNDATION: $160,000 over 4y, 0.1% of budgetTHE ARC OF INDIANA INC: $150,000 over 1y, 2.3% of budgetST VINCENT HOSPITAL FOUNDATION INC: $150,000 over 1y, 0.9% of budgetKENMORE NEIGHBORHOOD ALLIANCE: $150,000 over 1y, 30% of budgetTHE UNITED WAY OF THE GREATER DAYTON AREA: $147,000 over 3y, 2.3% of budgetBRING CHANGE 2 MIND: $144,000 over 1y, 3.7% of budgetVICTORIA THEATRE ASSOCIATION: $140,000 over 2y, 0.3% of budgetUniversity of Dayton: $140,000 over 4y, 0.0% of budgetOHIO STATE UNIVERSITY FOUNDATION: $125,000 over 1y, 0.0% of budgetRESCUING HOPE INC: $125,000 over 3y, 15% of budgetYOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER DAYTON: $108,000 over 2y, 0.3% of budgetMANNA FOOD BANK INC: $100,000 over 1y, 0.2% of budgetATLANTA HBCU ALUMNI ALLIANCE: $100,000 over 2y, 16% of budgetWESTCARE OHIO INC: $100,000 over 1y, 4.9% of budgetROCKING HORSE CHILDREN'S HEALTH CENTER: $100,000 over 2y, 0.3% of budgetShepherd Community Inc: $100,000 over 1y, 0.7% of budgetCHC CREATING HEALTHIER COMMUNITIES: $100,000 over 1y, 0.5% of budgetBall State University Foundation Inc: $100,000 over 1y, 0.3% of budgetCOMMUNITY DEVELOPMENT FOR ALL PEOPLE: $100,000 over 1y, 3.0% of budgetWright State University Foundation Inc: $100,000 over 3y, 0.4% of budgetBeacon Health Foundation Inc: $100,000 over 1y, 2.5% of budgetGEORGIA FAMILY CONNECTION PARTNERSHIP INC: $100,000 over 1y, 1.4% of budgetIndiana University Health Inc: $99,000 over 1y, 0.0% of budgetAPPARO SOLUTIONS INC: $95,000 over 1y, 5.0% of budgetHEALTHIER MOMS AND BABIES INC: $95,000 over 1y, 3.5% of budgetREACH OUT AND READ INC: $95,000 over 1y, 0.6% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Dayton FoundationOH87.4× affinity62 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Dayton Foundation · Mathile Family Foundation · Dayton Foundation Plus Inc · Dayton Foundation Depository · Iddings Benevolent Trust Xxxxx5009 · CareSource · WPCU Sunshine Community Fund · Healthpath Foundation of Ohio · The Dayton Power and Light Company Foundation Dba Aes Ohio Foundation · Virginia W Kettering Foundation Xxxxx3003 · Levin Family Foundation · The United Way of the Greater Dayton Area

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The CareSource Foundation funds: left to right is the share of its income from government, bottom to top the share from The CareSource Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 60%6%25%56%100%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 2%
  • Episcopal Children's Services Inc: 42% of income from government
  • The Family Cafe Inc: 14% of income from government
  • Reach Out and Read Inc: 9% of income from government
  • Volunteer Florida Foundation Inc: 2% of income from government
  • Florida Education Foundation Inc: 1% of income from government
  • Tsic Inc Dba/Take Stock in Children: 0% of income from government
  • Miami Lighthouse for the Blind and Visually Impaired Inc: 0% of income from government
no gov moneyreceives it· size = income
6get no government money at all
62report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 364 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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