2024-11-20T14:31:37-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 203980551 Stuart and Eileen Kaufman Foundation Inc % Foundation Source STUA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 eileen kaufman president 8008391754 2024-11-20 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 1278372 X 0 X 3527 3527 27371 27371 21060 269237 21928 52 52 52010 52878 0 7665 7665 634 134 5777 2 5775 14076 7801 5775 59500 59500 73576 7801 65275 -21566 45077 20771 60039 60039 882913 851923 1026105 228682 198838 192228 1132366 1110800 1278372 0 0 X 1132366 1110800 1132366 1110800 1132366 1110800 1132366 -21566 1110800 1110800 Publicly-traded Securities 269237 247309 21928 21928 21928 627 627 627 537 0 100 637 X 0 10 10 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 CT 198091377 false false false false false false false false false false false false false false false false false false false false false Eileen Kaufman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 Steven Oram Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Dan Suissa Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 1158765 74888 0 1233653 0 1233653 18505 1215148 60757 60757 627 627 60130 60130 60130 65275 0 0 0 0 65275 60130 59738 2021 2020 2019 65275 59738 5537 0 0 54593 0 0 Eileen Kaufman X CHILDRENS HOSPITAL FOUNDATION 1 INVENTA PL 6TH FL SILVER SPRING MD 20910 N/A PC General & Unrestricted 10000 EPILEPSY FOUNDATION OF AMERICA 3540 CRAIN HWY 675 BOWIE MD 20716 N/A PC General & Unrestricted 10000 HEBREW HOME OF GREATER WASHINGTON INC 6121 MONTROSE RD ROCKVILLE MD 20852 N/A PC General & Unrestricted 7500 JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONA 1440 K ST NW STE 725 WASHINGTON DC 20005 N/A PC General & Unrestricted 5000 ST JUDE CHILDRENS RESEARCH HOSPITAL INC 501 ST JUDE PL MEMPHIS TN 38105 N/A PC General & Unrestricted 22000 THE JOHNS HOPKINS HOSPITAL 3910 KESWICK RD S BLDG 4300A BALTIMORE MD 21211 N/A PC General & Unrestricted 5000 59500 14 3527 14 27371 18 21060 CLASS ACTION LAWSUIT PROCEEDS 01 52 52010 52010 false false false false false false false false false false BOSTON PPTYS LTD PARTNERSHIP N 18108 18558 EMERSON ELEC CO - 3.150% - 06/ 9711 9776 ENTERGY MISS INC - 3.75 7/1/20 10000 9883 LIFE STORAGE LP - 4.000% - 06/ 22488 23625 LOWES COS INC - 3.375% - 09/15 19740 19500 PROLOGIS - 2.125% - 04/15/2027 30035 27743 SIMON PPTY GROUP - 2.450% - 09 20028 17821 SIMON PROPERTY GROUP LP BOND - 19922 19966 TJX COS INC - 1.150% - 05/15/2 29778 26184 U S BANCORP MTNS - 3.100% - 04 19028 19172 ABBOTT LABS 6090 13759 ACCENTURE PLC 9983 14036 ADOBE SYSTEMS, INC 9672 11932 AGCO CP 3679 3642 ALPHABET INC CL A 7158 16763 AMAZON COM 18600 22791 AMERICAN EXPRESS CO 7146 11240 AMERICAN TOWER REIT INC 6940 7556 APPLE INC 7230 34654 APTIV PLC 7465 5832 BLACKROCK INC 5889 12177 BRISTOL-MYERS SQUIBB CO 10400 8723 CAPITAL ONE FINANCIAL CORP 6642 9178 CATERPILLAR INC 7230 10348 CHARLES SCHWAB CORP 11140 11352 CIGNA CORPORATION 6364 8984 CISCO SYSTEMS INC 8737 11367 CONOCOPHILLIPS 3556 6384 COSTCO WHOLESALE CORPORATION 6845 13202 CVS CAREMARK CORP 8527 9475 DANAHER CORP 6229 11567 DODGE & COX INCOME FUND 37596 34158 EATON CORP PLC 5203 8429 EQT CORPORATION 2401 3673 EXXON MOBIL CORP 8500 11998 GENERAC HOLDING INC 3555 3231 GOLDMAN SACHS GROUP 10965 11573 HOME DEPOT INC 7020 10397 HONEYWELL INTL 6929 10486 ISHARE SP SMALL CAP 600 INDEX 30159 32475 ISHARES BONDS DEC 2027 CORP ET 29991 27639 ISHARES NASDAQ BIOTECHNOLOGY 9071 8151 JOHNSON & JOHNSON 19691 18809 JP MORGAN CHASE 13930 19562 KBW REGIONAL BANKING ETF 7400 7865 LABORATORY CORP AMER HLDGS 3758 6819 MATERIALS SELECT SECTOR SPDR 18914 20957 MCDONALD'S CORP 8763 10378 META PLATFORMS INC 9834 12389 MICROCHIP TECHNOLOGY INC 10691 12174 MICROSOFT CORP 10218 32715 MONDELEZ INTERNATIONAL INC 4969 5794 NVIDIA CORP 8542 19809 ORACLE CORP 10510 12124 PALO ALTO NETWORKS INC 3855 13270 PAYPAL HOLDINGS, INC 15011 8290 PEPSICO INC 9951 10190 PROLOGIS 8044 8665 QUALCOMM INC 12474 15186 RAYTHEON TECHNOLOGIES CORP 8224 9255 ROCKWELL AUTOMATION INC 4262 4657 SELECT SECTOR SPDR UTILITIES 15914 15199 SHELL ADR EACH REPRESENTING 2 7621 8225 STRYKER CORPORATION 9470 10481 T-MOBILE US INC 5909 7215 TAIWAN SEMICONDUCTOR MFG CO LT 16684 16120 TAKE-TWO INTERACTIVE SOFTWARE 4988 6438 TCW EMERGING MARKETS INCOME FU 7998 6166 THERMO FISHER SCIENTIFIC INC 14782 13270 TJX COMPANIES INC 3953 7974 UNILEVER PLC AMER 7797 6545 UNION PACIFIC 9328 11053 VALERO ENERGY CORP 2961 4550 VANGUARD FTSE DEVELOPED MARKET 74600 80950 VANGUARD FTSE EMERGING MARKETS 25609 25688 VANGUARD INFLATION-PROTECTED S 15996 14561 VANGUARD SHORT TERM CORPORATE 34643 33268 VANGUARD SHORT TERM FEDERAL FU 23308 21344 VERIZON COMMUNICATIONS 8753 7729 VISA INC 15444 20828 WAL-MART STORES INC 16007 17342 WALT DISNEY HOLDINGS CO 7672 6772 WASTE MANAGEMENT INC 5383 6269 WELLTOWER INC. 2667 3156 ZOETIS INC 8483 8882 Administrative Fees 5750 5750 Bank Charges 2 2 State or Local Filing Fees 25 25 Class Action Lawsuit Proceeds 52 52 Investment Management Services 7665 7665 990-PF Estimated Tax for 2023 500 Foreign Tax Paid 134 134