2024-06-13T21:23:18-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 832580941 The Richard Brady Brualdi Foundation % Foundation Source RICH 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 RICHARD BRADY BRUALDI PRESIDENT 8008391754 2024-06-06 true RICHARD BRADY BRUALDI 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 3431523 X 748050 7429 7429 71863 71863 3802 1258985 494271 831144 573563 0 16790 16790 9976 10073 15 10058 36839 16805 10058 95000 95000 131839 16805 105058 699305 556758 141611 226553 226553 2490567 3104930 3204970 2632178 3331483 3431523 0 0 X 2632178 3331483 2632178 3331483 2632178 3331483 2632178 699305 3331483 3331483 Publicly-traded Securities 1258985 764714 494271 494271 494271 7739 7739 7739 4500 0 3300 7800 X 0 61 61 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 Richard Brualdi Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 3.0 0 0 0 2465699 217578 0 2683277 0 2683277 40249 2643028 132151 132151 7739 7739 124412 124412 124412 105058 0 0 0 0 105058 124412 92033 2021 2020 2019 105058 92033 13025 0 0 111387 0 0 Richard Brualdi X CATHOLIC CHARITIES DIOCESE OF BROOKLYN AND QUEENS 191 JORALEMON ST 12TH FL BROOKLYN NY 11201 N/A PC Educational programs, including ESL and literacy programs 40000 FOUNDATION OF THE FEDERAL BAR COUNCIL INC 150 BROADWAY RM 505 NEW YORK NY 10038 N/A PC General & Unrestricted 10000 ST ANDREW AVELLINO CATHOLIC ACADEMY 3550 158TH ST FLUSHING NY 11358 N/A PC General & Unrestricted 10000 ST JOHNS UNIVERSITY NEW YORK 8000 UTOPIA PKWY QUEENS NY 11439 N/A PC General & Unrestricted 10000 ST JOSEPH CATHOLIC ACADEMY 2846 44TH ST LONG IS CITY NY 11103 N/A PC General & Unrestricted 20000 ST VINCENT FERRER HIGH SCHOOL 151 EAST 65TH ST NEW YORK NY 10065 N/A PC General & Unrestricted 5000 95000 14 7429 14 71863 18 3802 83094 83094 false false false false false false false false false false X X 1 Brualdi Richard 25-57 41st Street Astoria NY 11103 748050 X 1 YELP INC YELP, 52 sh. 2311 2023-11-08 1 WYNDHAM HOTELS & RESORTS INC COM WH, 93.765 sh. 7121 2023-11-08 1 WINNEBAGO INDUSTRIES INC WGO, 80.872 sh. 4998 2023-11-08 1 UNION PACIFIC UNP, 169.194 sh. 35869 2023-11-08 1 TOPBUILD CORP BLD, 17 sh. 4570 2023-11-08 1 TEXAS INSTRUMENTS INC TXN, 121.294 sh. 17666 2023-11-08 1 ABBVIE INC ABBV, 210.141 sh. 30030 2023-11-08 1 AAON, INC AAON, 98.776 sh. 5775 2023-11-08 1 LINDE PLC COM LIN, 63.589 sh. 24904 2023-11-08 1 EATON CORP PLC ETN, 52.777 sh. 11456 2023-11-08 1 ASSURED GUARANTY LTD AGO, 191.945 sh. 12564 2023-11-08 1 AUTOMATIC DATA PROCESSING INC ADP, 87.93 sh. 19773 2023-11-08 1 ARCOSA INC ACA, 193.708 sh. 13159 2023-11-08 1 AMPHASTAR PHARMACEUTICALS INC AMPH, 74 sh. 3370 2023-11-08 1 AMER EQ INV LIFE HLD AEL, 85.823 sh. 4606 2023-11-08 1 AIR PRODS & CHEM INC APD, 58 sh. 14849 2023-11-08 1 ABERCROMBIE & FITCH ANF, 9 sh. 607 2023-11-08 1 FEDERAL SIGNAL CORP FSS, 135.522 sh. 8597 2023-11-08 1 META PLATFORMS INC META, 193 sh. 61394 2023-11-08 1 DECKERS OUTDOOR CORPORATION DECK, 17 sh. 10695 2023-11-08 1 DXP ENTERPRISES, INC. DXPE, 111 sh. 3723 2023-11-08 1 COCA COLA BOTTLING CONS COKE, 9.104 sh. 6110 2023-11-08 1 BADGER METER, INC BMI, 64.119 sh. 9102 2023-11-08 1 ISHARES DOW JONES US HEALTHCARE IYH, 254.66 sh. 68092 2023-11-08 1 INTERDIGITAL COMMUNICATIONS CORP IDCC, 96.08 sh. 8167 2023-11-08 1 INNOSPEC INC IOSP, 46.179 sh. 4710 2023-11-08 1 INSIGHT ENTERPRISES, INC NSIT, 36 sh. 5228 2023-11-08 1 HAWKINS INC HWKN, 59.782 sh. 3685 2023-11-08 1 HAEMONETICS CP HAE, 62 sh. 5408 2023-11-08 1 LGI HOMES INC LGIH, 57 sh. 6287 2023-11-08 1 KOPPERS HOLDINGS INC KOP, 78.997 sh. 2984 2023-11-08 1 KONTOOR BRANDS INC KTB, 90.557 sh. 4518 2023-11-08 1 KB HOME KBH, 44.574 sh. 2291 2023-11-08 1 KBR INC KBR, 64.37 sh. 3331 2023-11-08 1 JP MORGAN CHASE JPM, 412.087 sh. 59435 2023-11-08 1 NMI HOLDINGS, INC NMIH, 106 sh. 2997 2023-11-08 1 MR COOPER GROUP INC COOP, 45 sh. 2517 2023-11-08 1 MOOG INC CL A MOG-A, 38.029 sh. 4879 2023-11-08 1 MERITAGE CORPORATION MTH, 47.469 sh. 6332 2023-11-08 1 MATSON INC MATX, 72.526 sh. 6510 2023-11-08 1 LVMH MOET HENN UNSP LVMUY, 14 sh. 2110 2023-11-08 1 RELIANCE STL & ALMN RS, 74.831 sh. 19763 2023-11-08 1 RADNET INC RDNT, 94 sh. 2740 2023-11-08 1 QUALYS INC COM QLYS, 64 sh. 10805 2023-11-08 1 PEPSICO INC PEP, 256.899 sh. 43031 2023-11-08 1 PGT INC PGTI, 120 sh. 3690 2023-11-08 1 OFG BANCORP OFG, 76.954 sh. 2416 2023-11-08 1 TEXAS CAPITAL BANCSHARES, INC TCBI, 37 sh. 2075 2023-11-08 1 STANDEX INTERNATIONAL CORP SXI, 24.518 sh. 3321 2023-11-08 1 SPROUTS FARMERS MARKET INC SFM, 87 sh. 3514 2023-11-08 1 SIMPSON MANUFACTURING CO INC SSD, 79.819 sh. 11407 2023-11-08 1 TECHNOLOGY SPDR XLK, 505.805 sh. 88678 2023-11-08 1 SPDR GOLD SHARES GLD, 242 sh. 43879 2023-11-08 DODGE & COX INCOME FUND 117594 122520 DODGE & COX STOCK 201083 204263 ISHARES BARCLAYS US AGGREGATE 116669 121195 ISHARES S&P 500 INDEX FD 809120 879634 MFS RESEARCH INTERNATIONAL FUN 194521 204898 PALMER SQUARE OPPORTUNISTIC IN 320993 319813 PARNASSUS EQUITY INCOME FUND I 120000 113010 SPDR S&P DIVIDEND ETF 36141 36557 VANGUARD EQUITY INCOME - ADMIR 149396 139106 VANGUARD FTSE DEVELOPED MARKET 273880 275760 VANGUARD FTSE EMERGING MARKETS 126134 124271 VANGUARD GROWTH ETF 115222 121783 VANGUARD INTL GROWTH FD ADMIRA 279118 278152 VANGUARD MID-CAP ETF 93439 101648 VANGUARD SM-CAP ETF 151620 162360 Administrative Fees 10033 10033 Bank Charges 15 15 State or Local Filing Fees 25 25 Investment Management Services 16790 16790 990-PF Estimated Tax for 2023 4500 990-PF Excise Tax for 2022 5476