2024-09-12T09:08:16-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 472369212 The ACHIM Family Foundation % Foundation Source ACHI 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 CHAIM Wasserman president 8008391754 2024-09-05 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-08-08 14:25:15Z X 2460382 X 25000 1536 1536 48874 48874 51126 405694 51121 126536 101531 0 15490 15490 1336 136 13865 1090 12775 30691 16716 12775 103000 103000 133691 16716 115775 -7155 84815 41344 53032 53032 1812802 1793959 2407350 1854146 1846991 2460382 0 0 X 1854146 1846991 1854146 1846991 1854146 1846991 1854146 -7155 1846991 1846991 Publicly-traded Securities 405694 354573 51121 51121 51121 1179 1179 1179 652 0 600 1252 X 0 73 73 false false false false false false false true true DE 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 CHAIM Wasserman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec, Treas 1.0 0 0 0 2277346 43755 0 2321101 0 2321101 34817 2286284 114314 114314 1179 1179 113135 113135 113135 115775 0 0 0 0 115775 113135 110331 2021 2020 2019 115775 110331 5444 0 0 107691 0 0 CHAIM WASSERMAN X BIKUR CHOLIM OF CROWN HEIGHTS 387 KINGSTON AVE BROOKLYN NY 11225 N/A PC General & Unrestricted 25000 CHABAD OF ESCONDIDO 2300 LOMICA PL ESCONDIDO CA 92029 N/A PC General & Unrestricted 18000 CHABAD OF MIDWOOD INC 1319 CARROLL ST BROOKLYN NY 11213 N/A PC General & Unrestricted 25000 FRIENDSHIP CIRCLE OF THE FIVE TOWNS INC 74 MAPLE AVE CEDARHURST NY 11516 N/A PC General & Unrestricted 10000 JEWISH COMMUNAL FUND 575 MADISON AVE STE 703 NEW YORK NY 10022 N/A PC General & Unrestricted 25000 103000 14 1536 14 48874 18 51126 101536 101536 false false false false false false false false false false X X 1 Wasserman CHAIM C/O FOUNDATION SOURCE 55 WALLS DR FAIRFIELD CT 06824 25000 X ACCENTURE PLC 4000 5615 ADVANTEST CORP - ADR 3919 3544 ADYEN N.V. 7206 6157 AIR PRODS & CHEM INC 3463 4107 ALBEMARLE CP 4940 3468 ALPHABET INC CL C 4433 10288 ALTRIA GROUP INC 5081 4437 AMERICAN BEACON AHL MANAGED FU 11918 11789 AON PLC CL A 4396 5238 APPLE INC 4708 12129 ARCH CAPITAL GROUP LTD 4091 4308 ASM INTERNATIONAL NV 3372 5192 ASML HOLDING NV NY REG SHS 2927 6812 ASTRAZENECA 4444 4445 ATLAS COPCO AB A SHS ADR 2142 3580 ATLASSIAN CORP CL A 8046 7374 BAE SYSTEMS PLC 4799 5319 BERKSHIRE HATHAWAY INC. CLASS 6630 10700 BLACKROCK HIGH YIELD BOND PORT 46976 48578 BLACKROCK INC 5884 8118 BLACKSTONE ALTERNATIVE MULTI S 47512 48295 CANADIAN NATURAL RESOURCES LTD 3274 3276 CANADIAN PACIFIC RAILWAY LTD 6076 8697 CARMAX INC 3238 3070 CHARLES SCHWAB CORP 3741 6192 CHEVRON CORP 5444 4773 CHURCH & DWIGHT 4294 4633 CISCO SYSTEMS INC 3216 3587 COMPASS GROUP PLC ADR 3369 3309 EPAM SYSTEMS INC 4089 2676 EVOLUTION GAMING GROUP AB ADR 6311 4896 EXPERIAN GROUP LTD S/ADR 3948 4767 FEDEX CORPORATION 3726 5312 FERGUSON PLC 4012 5406 FERRARI NV 3966 7784 FIDELITY 500 INDEX FUND 687902 1005510 FISERV INC 4682 5845 FISERV, INC 258 266 HOME DEPOT INC 3622 6238 ICICI BK LTD ADS 3973 4291 ICON PLC - AMERICAN DEPOSITARY 5882 7643 JOHNSON & JOHNSON 3686 3919 JPMORGAN BETA BUILDERS EUROPE 245437 269312 JPMORGAN BETABUILDERS CANADA E 58677 73738 JPMORGAN BETABUILDERS DEVELOPE 52593 48272 JPMORGAN BETABUILDERS JAPAN ET 81232 96427 L'OREAL ADR 4247 4573 LINDE PLC COM 3662 4518 LORD ABBETT INVT TRUST 24072 24146 LOWES COMPANIES INC 1866 3561 LVMH MOET HENN UNSP 2871 4711 MARTIN MARIETTA MATLS INC 3927 7983 MERCADOLIBRE, INC 5945 6286 NESTLE S.A 7876 9135 NEUBERGER BERMAN ALTRNTIVE FDS 21288 24359 NEW MARKET CORP 4754 6004 NORFOLK SOUTHERN CORP 3609 4964 NOVO NORDISK A S 4843 9207 O'REILLY AUTOMOTIVE INC 2488 4750 OLD DOMINION FREIGHT LINE 2790 4864 PFIZER INC 2996 2188 PIMCO MORTGAGE OPPORTUNITIES F 23581 23631 PIMCO UNCONSTRAINED BOND FUND 11789 11993 PROGRESSIVE CORP OHIO 2872 6530 REPUBLIC SVCS INC 4741 5277 SAFRAN SA - UNSPON ADR 5031 5075 SCHNEIDER ELEC UNSP/ADR 2785 3661 STARBUCKS CORP COM 5005 5377 STERIS PLC 3041 4397 TEXAS INSTRUMENTS INC 3806 5625 THOMSON REUTERS CORPORATION 2732 3509 UBS AG 3841 3801 VANGUARD 500 INDEX FUND ADM 222181 387132 VISA INC 4313 7029 WASTE CONNECTIONS 3472 3732 Administrative Fees 12750 12750 Bank Charges 1090 1090 State or Local Filing Fees 25 25 Investment Management Services 15490 15490 990-PF Estimated Tax for 2023 600 990-PF Extension for 2022 600 Foreign Tax Paid 136 136