2024-06-06T09:10:23-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 833947524 Lubetsky Family Foundation Inc % Foundation Source LUBE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Lauren Lubetsky Treasurer 8008391754 2024-05-30 true Lauren Lubetsky 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 1803299 X 527744 188 188 10052 10052 7711 242526 57506 545695 67746 0 684 684 300 12498 12498 13482 684 12498 45000 45000 58482 684 57498 487213 67062 18122 114650 114650 175437 174420 166501 868450 1256751 1406313 123197 126598 115835 1185206 1672419 1803299 0 0 X 1185206 1672419 1185206 1672419 1185206 1672419 1185206 487213 1672419 1672419 Publicly-traded Securities 242526 185020 57506 57506 57506 932 932 932 317 0 615 932 X 0 false false false false false false false true true NY 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 Sheila L Birnbaum Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Lauren Lubetsky Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 Sara Lubetsky Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 1201497 27255 0 1228752 0 1228752 18431 1210321 60516 60516 932 932 59584 59584 59584 57498 0 0 0 0 57498 59584 7204 2021 2020 2019 57498 7204 50294 0 0 9290 0 0 Sheila L Birnbaum X AVENUES FOR JUSTICE INC 100 CENTRE ST 1541 NEW YORK NY 10013 N/A PC HIRE UP program to expand career & life skills training for court-involved at-risk youth 20000 HENRY STREET SETTLEMENT 265 HENRY ST NEW YORK NY 10002 N/A PC ESOL-Job Readiness program for high-impact retention services 25000 45000 14 188 14 10052 18 7711 17951 17951 false false false false false false false false false false X X 1 Sheila L Birnbaum Revocable Trust 900 Fifth Avenue Apt 12A New York NY 10021 527744 X 1 NORTHROP GRUMMAN CORP NOC, 177 sh. 81436 2023-12-21 1 MASTERCARD INC MA, 161 sh. 67983 2023-12-21 1 LOWES COMPANIES INC LOW, 584 sh. 130427 2023-12-21 1 UNITEDHEALTH GROUP INC UNH, 139 sh. 72094 2023-12-21 1 AIRBUS GROUP SE EADSF, 1153 sh. 175804 2023-12-26 ABBVIE INC - 3.200% - 11/21/20 5349 4680 AMERICAN EXPRESS CO - 3.950% - 5007 4920 AMERICAN HONDA FIN CORP - 1.20 5059 4739 AMERICAN TOWER CORP - 3.125% - 5344 4729 AMGEN INC - 2.200% - 02/21/202 4800 4652 ANHEUSER BUSCH - 4.750% - 01/2 6094 5082 ANTHEM INC NOTE - 4.101% - 03/ 5850 4919 AT&T INC - 4.300% - 02/15/2030 5543 4904 BANK OF AMERICA - 4.271% - 07/ 5900 4833 CITIGROUP INC - 4.075% - 04/23 5732 4817 CVS CAREMARK CORP NOTE - 4.300 5907 4921 ENBRIDGE INC MTN CDS- NOTE CAL 4771 4851 EQUINOR ASA - 3.125% - 04/06/2 5126 4702 FIFTH THIRD BANCORP NOTE CALL 5033 5191 FLORIDA PWR & LT CO BOND - 2.4 4158 4301 GOLDMAN SACHS GROUP INC - 3.50 5472 4904 INTEL - 3.750% - 08/05/2027 4995 4901 JPMORGAN CHASE &CO - 3.702% - 5792 4705 LOCKHEED MARTIN - 3.900% - 06/ 4645 4822 MORGAN STANLEY SER I MTN - 6.3 5295 5402 PNC FINL SVCS GROUP INC NOTE - 4995 4998 PROLOGIS LP - 1.250% - 10/15/2 4266 4047 SIMON PPTY GROUP - 3.500% - 09 5502 4885 VERIZON COMMUNICATIONS INC - 4 5963 4930 AIRBUS GROUP SE 175803 175302 ALLIANCEBERN GLOBAL THEMATIC G 171002 188195 ARK INNOVATION ETF 50003 21210 BROWN ADV SUSTAIN GRW-ADV 139279 178688 EDGEWOOD GROWTH FUND INSTI 116347 102454 INVESCO S&P 500 QUALITY ETF 49699 51376 LOWES COMPANIES INC 130428 129969 MASTERCARD INC 67983 68668 MICROSOFT CORP 45923 119957 NORTHROP GRUMMAN CORP 81436 82861 PROGRESSIVE CORP OHIO 133242 165492 UNITEDHEALTH GROUP INC 95606 122141 116954 110550 57466 55951 Administrative Fees 11945 11945 State or Local Filing Fees 250 250 Website Hosting/Support 303 303 Investment Management Services 684 684 990-PF Estimated Tax for 2023 300