2024-10-24T08:11:52-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 211826720 The Kate Risley Foundation Inc % Foundation Source KATE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JOHN TAYLOR RISLEY PRESIDENT 8008391754 2024-10-04 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 2333019 X 23945 10888 10888 29614 29614 29533 147978 29533 93980 70035 0 6864 6864 2200 14934 7 14927 23998 6871 14927 100829 100829 124827 6871 115756 -30847 63164 224158 135812 135812 138811 138768 130834 1459007 1519642 1994750 76379 73286 71623 1898355 1867508 2333019 0 0 X 1898355 1867508 1898355 1867508 1898355 1867508 1898355 -30847 1867508 1867508 Publicly-traded Securities 147978 118445 29533 29533 29533 878 878 878 1694 0 1694 X 0 816 816 false false false false false false false true true MA true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false false false false false false false false false false false false false false false false false false Jessica Buell Brugel Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Katie DiNardo Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Dwight Hall Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Kelley Hubbell Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Megan M Postal Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 John Taylor Risley Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Treas 1.0 0 0 0 Matthew Taylor Risley Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Alexandra C Risley Schroeder Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, VP 1.0 0 0 0 Jamie Risley-Hall Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Ashley Strigle Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Mary Snyder Wolfe Risley Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 2017995 230025 0 2248020 0 2248020 33720 2214300 110715 110715 878 878 109837 109837 109837 115756 0 0 0 0 115756 109837 108004 2021 2020 2019 115756 108004 7752 0 0 102085 0 0 Alexandra C Risley Schroeder John Taylor Risley X BRIDGE DALLAS LACROSSE INC PO BOX 190844 DALLAS TX 75219 N/A PC The 2024 Summer Academy 23695 GIRLS ON THE RUN - DC PO BOX 90824 WASHINGTON DC 20090 N/A PC To Support 52 Girls to Participate in Your Program 15000 GIRLS ON THE RUN INTERNATIONAL 16 CENTER ST STE 318 NORTHAMPTON MA 01060 N/A PC To Support Programs in Underfunded Sites 5000 HARLEM LACROSSE AND LEADERSHIP CORPORATION 8 W 126TH ST 3RD FL NEW YORK NY 10027 N/A PC To Support Four Programs in Boston, Philadelphia, and Baltimore for Girls 20000 HOMEGROWN LACROSSE CORPORATION 225 S 6TH ST MINNEAPOLIS MN 55402 N/A PC The Captains Cup and Leadership Development Program and the Chill Girls Teams Summer Program 5000 PHILADELPHIA YOUTH ORGANIZATION 6923 ARDLEIGH ST PHILADELPHIA PA 19119 N/A PC Anderson Monarchs Girls Academy and Programs 17680 Rogers Ranch School 6735 W 47TH AVE Laveen AZ 85339 N/A GOV General & Unrestricted 454 WASHINGTON INNER CITY LACROSSE 2000 PENNSYLVANIA AVE NW 7000 WASHINGTON DC 20006 N/A PC The WINNERS Tampa Program 6000 YWCA CENTRAL MAINE 130 E AVE LEWISTON ME 04240 N/A PC Girls and Single Gender Women Swim Program 8000 100829 14 10888 14 29614 18 29533 70035 70035 false false false false false false false false false false X X 1 Risley John Taylor 29 Columbus Avenue Northampton MA 01060 15059 X 1 APPLE INC AAPL, 78 sh. 15059 2023-12-29 COMCAST CORP - 3.150% - 03/01/ 25194 24278 INTEL CORP - 2.450% - 11/15/20 21922 22525 PFIZER INC NT - 3.400% - 05/15 26170 24820 ABBOTT LABS 11654 13869 ADOBE SYSTEMS, INC 4076 14318 ALPHABET INC CL A 13347 27938 ALPHABET INC CL C 7095 32414 ALPS CLEAN ENERGY ETF 63346 68210 AMAZON COM 18690 54698 AMERICAN TOWER REIT INC 6973 8851 ANALOG DEVICES INC 5942 14098 APPLE INC 32512 51213 ASTRAZENECA 15963 19195 AT INCOME OPPORTUNITIES FUND I 93419 132478 AT MID CAP EQUITY FUND INSTITU 163091 232316 AUTOMATIC DATA PROCESSING INC 2350 6756 BLACKROCK INC 4662 8930 CHENIERE ENERGY INC 2900 3414 CHEVRON CORP 7410 9099 CIBC ATLAS ALL CAP GROWTH FUND 120000 120211 CIBC ATLAS EQUITY INCOME FUND 135000 128235 CISCO SYSTEMS INC 10259 16015 CME GROUP, INC 10059 10319 CONOCOPHILLIPS 10088 11723 COSTCO WHOLESALE CORPORATION 4923 9901 DANAHER CORP 8879 18045 EDWARDS LIFESCIENCES 7650 8616 FIDELITY NATIONAL INFORMATION 7964 6067 FISERV, INC 5521 12620 HOME DEPOT INC 10977 21833 HONEYWELL INTL 14596 20342 INTERCONTINENTAL EXCHANGE, INC 9406 14513 IQVIA HOLDINGS INC 11672 12032 JP MORGAN CHASE 4300 13268 LINDE PLC COM 5569 16428 MANAGERS AMG FDS TSQ MC GRW IN 190366 177456 MARTIN MARIETTA MATLS INC 8767 12473 MATTHEWS PACIFIC TIGER FUND I 99665 66194 MCDONALD'S CORP 8894 9488 MFS INSTITUTIONAL INVESTORS TR 114941 135854 MICROSOFT CORP 10902 79344 MONDELEZ INTERNATIONAL INC 7580 9850 NEXTERA ENERGY, INC 16863 17007 NVIDIA CORP 17886 18818 OTIS WORLDWIDE CORP 8139 12705 PEPSICO INC 9416 13417 PIONEER NAT RES CO 11341 16416 PNC FINANCIAL GROUP INC 8487 9136 PROLOGIS 6994 8531 QUALCOMM INC 4658 11570 RAYTHEON TECHNOLOGIES CORP 9924 11443 ROPER INDUSTRIES 10963 16900 S&P GLOBAL INC COM 14834 18942 SALESFORCE.COM 14438 18946 STRYKER CORPORATION 5401 8085 T-MOBILE US INC 8022 13788 TE CONNECTIVITY LTD 12034 12786 THE BLACKSTONE GROUP INC CL A 5796 15449 THERMO FISHER SCIENTIFIC INC 3164 13270 TJX COMPANIES INC 6102 10225 UNION PACIFIC 8526 16457 UNITEDHEALTH GROUP INC 7018 28429 US BANCORP 11412 10171 VERALTO CORPORATION 1172 2139 VICI PROPERTIES INC 4037 4144 VISA INC 15797 34887 WALT DISNEY HOLDINGS CO 16672 10925 WEC ENERGY GROUP, INC 4302 4040 ZOETIS INC 4836 7500 138768 130834 Administrative Fees 14873 14873 Bank Charges 7 7 State or Local Filing Fees 54 54 Investment Management Services 6864 6864 990-PF Estimated Tax for 2023 1600 990-PF Extension for 2022 600