2024-09-12T20:57:34-05:00 2023-10-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-11-01 464108329 The Vijay R Sanghvi Family Foundation % Foundation Source VIJA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 rupal sanghvi president 8008391754 2024-09-09 true Jeffrey D Haskell P01345770 8008391754 2022 2024-08-08 14:25:15Z X 9700016 X 0 X 46907 46907 164608 164608 64888 7419165 64888 5093 5093 281496 281496 0 135 0 0 135 969 0 0 969 73256 73256 3940 2440 38523 898 37625 116823 76594 0 38729 468000 468000 584823 76594 0 506729 -303327 204902 928380 1025938 1025938 184026 218202 206357 9199525 8751385 8410580 52200 60186 57141 21168 26261 0 10385299 10081972 9700016 0 0 X 10385299 10081972 10385299 10081972 10385299 10081972 10385299 -303327 10081972 10081972 Publicly-traded Securities 7419165 7354277 64888 64888 64888 2848 2848 2848 5183 0 5183 X 0 2335 2335 false false false false false false false true true CA OH 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 Arun Sanghvi Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Treas 1.0 0 0 0 Rupal Sanghvi Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Pres 1.0 0 0 0 Sejal Sanghvi Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Sec 1.0 0 0 0 Leahy Cimis Fauber Group 5905 E Galbraith Rd Ste 7000 CINCINNATI OH 45236 Investment MGMT 73256 9321441 1245816 0 10567257 0 10567257 158509 10408748 520437 520437 2848 2848 517589 517589 517589 506729 0 0 0 0 506729 517589 495124 2020 2019 2018 506729 495124 11605 0 0 505984 0 0 NONE X ANIMAL LEGAL DEFENSE FUND 525 E COTATI AVE COTATI CA 94931 N/A PC General & Unrestricted 10000 ANIMAL WELFARE INSTITUTE 900 PENNSYLVANIA AVE SE WASHINGTON DC 20003 N/A PC General & Unrestricted 5000 BROOKLYN BRIDGE ANIMAL WELFARE COALITION INC PO BOX 22948 BROOKLYN NY 11202 N/A PC Brooklyn Cat Cafe fund 15000 CATSKILL ANIMAL SANCTUARY INC 316 OLD STAGE RD SAUGERTIES NY 12477 N/A PC General & Unrestricted 10000 CHIMP HAVEN INC 13600 CHIMPANZEE PL KEITHVILLE LA 71047 N/A PC General & Unrestricted 10000 COMMUNITY RESOURCE INITIATIVE PO BOX 411347 SAN FRANCISCO CA 94141 N/A PC General & Unrestricted 20000 FARM SANCTUARY INC PO BOX 150 WATKINS GLEN NY 14891 N/A PC General & Unrestricted 10000 FREESTORE-FOODBANK INC 3401 ROSENTHAL WAY CINCINNATI OH 45204 N/A PC General & Unrestricted 5000 FRONT RANGE EQUINE RESCUE 2185 NW 114TH LOOP OCALA FL 34475 N/A PC General & Unrestricted 10000 GIVE ME SHELTER CAT RESCUE PO BOX 411013 SAN FRANCISCO CA 94141 N/A PC General & Unrestricted 10000 IMMIGRATION INSTITUTE OF THE BAY AREA 58 2ND ST 3RD FLOOR SAN FRANCISCO CA 94105 N/A PC General & Unrestricted 2000 INTERNATIONAL DOCUMENTARY ASSOCIATION 3600 WILSHIRE BLVD STE 1810 LOS ANGELES CA 90010 N/A PC Eat Flowers documentary film project 10000 INTERNATIONAL RESCUE COMMITTEE INC PO BOX 6068 ALBERT LEA MN 56007 N/A PC General & Unrestricted 40000 JACOBS HEART CHILDRENS CANCER SUPPORT SERVICES 567 AUTO CENTER DR WATSONVILLE CA 95076 N/A PC General & Unrestricted 50000 MAYORS ALLIANCE FOR NYCS ANIMALS INC 244 FIFTH AVE SUITE R290 NEW YORK NY 10001 N/A PC General & Unrestricted 10000 MEDECINS SANS FRONTIERES USA INC PO BOX 5030 HAGERSTOWN MD 21741 N/A PC General & Unrestricted 20000 SPIRIT ROCK MEDITATION CENTER PO BOX 169 WOODACRE CA 94973 N/A PC General & Unrestricted 20000 THE ELEPHANT SANCTUARY IN TENNESSEE PO BOX 393 HOHENWALD TN 38462 N/A PC General & Unrestricted 10000 UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION PO BOX 45339 San Francisco CA 94145 N/A PC research conducted by Dr. Rita Mukhtar fund 100000 UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION PO BOX 45339 San Francisco CA 94145 N/A PC research conducted by Dr. Jo Chien fund 100000 UNREPRESENTED PROJECT INC 1401 21ST ST SUITE R SACRAMENTO CA 95811 N/A PC General & Unrestricted 1000 468000 14 46907 14 164608 18 64888 K-1 Inc/Loss 14 5093 281496 281496 false false false false false false false false false false Audit Fees 969 969 AMAZON COM INC - 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COMMON STOCK 4624 4342 S&P GLOBAL INC COM 7469 6637 SALESFORCE.COM 43248 38158 SAMSARA INC CL A 5065 6644 SANDOZ GROUP AG 1002 955 SCHLUMBERGER LTD 11904 11299 SCHNEIDER ELEC UNSP/ADR 6673 6432 SEI INVESTMENTS 17804 15186 SEMPRA ENERGY COM 22653 20309 SHERWIN-WILLIAMS CO 11107 10243 SHOPIFY INC 57381 44406 SILGAN HOLDINGS, INC 7445 7131 SIMPSON MANUFACTURING CO INC 3763 4928 SITEONE LANDSCAPE SUPPLY INC 13505 9368 SITIME ORD SHS 2045 1896 SM ENERGY COMPANY 1571 1895 SMITH & NEPHEW PLC ADR 17032 12188 SNOWFLAKE INC 33814 26849 SONY GROUP CORP 61446 58966 SOUTH STATE CORPORATION 8372 7668 SOUTHERN CO 16124 19046 SOUTHWESTERN ENERGY CO 6001 7650 SPDR BARCLAYS CAPITAL 1-3 MONT 13294 13314 SPDR S&P AEROSPACE AND DEFENSE 97692 107858 SPDR S&P SEMICONDUCTOR 85022 90843 SPECTRUM BRANDS HOLDINGS INC 13847 12729 SPROUT SOCIAL INC 4160 3636 SPS COMMERCE, INC 15562 15874 STANDARD CHARTERED 27146 23917 STARBUCKS CORP COM 26418 24259 STEPSTONE GROUP ORD SHS CLASS 18328 13386 STEWART INFORMATION SVCS CORP 9810 8035 STMICROELECTRONICS 13467 10482 STRYKER CORPORATION 5656 7566 SUNCOR ENERGY INC 26199 26082 SYNCHRONOSS TECHNOLOGIES, INC 648 131 TANDEM DIABETES CARE INC 1303 640 TARGET CORPORATION 17509 12741 TE CONNECTIVITY LTD 10347 8014 TESLA MOTORS INC 118585 90981 TEXAS INSTRUMENTS INC 23825 20165 THE COCA-COLA CO 8071 7061 THE MOSAIC CO 7145 4320 THE TRADE DESK INC 29254 31293 THERMO FISHER SCIENTIFIC INC 96465 75166 THRYV HOLDINGS 1758 1098 TOOTSIE ROLL INDS INC 1331 1369 TRANE TECHNOLOGIES PLC 6375 8754 TRANSCAT INC 7706 7832 TRIMAS CORPORATION 4686 3632 TWO HARBORS INVESTMENT CORP 10977 6211 U.S. PHYSICAL THERAPY INC 3484 2607 UBER 19832 31291 UBS AG 17852 20879 UFP INDUSTRIES 7948 9327 ULTRAGENYX PHARMACEUTICAL INC 4695 2761 UMB FINANCIAL CORPORATION 17994 12795 UNION PACIFIC 20777 19515 UNITEDHEALTH GROUP INC 20275 22494 UPSTART HOLDINGS ORD SHS 3155 2235 VANGUARD ENERGY ETF 232322 318933 VAREX IMAGING CORPORATION 4346 3484 VERIZON COMMUNICATIONS 9541 8783 VERTEX ORD SHS CLASS A 15296 17770 VERTEX PHARMCTLS INC 35316 35849 VESTAS WIND SYS UNSP/ADR 16913 17457 VIAD CORP 3275 1841 VISA INC 100710 104149 WAL-MART STORES INC 35932 40199 WALT DISNEY HOLDINGS CO 43657 37123 WASTE CONNECTIONS 14787 14634 WAYFAIR INC 2686 2045 WEBSTER FINL CORP 2613 2696 WEC ENERGY GROUP, INC 9226 7569 WELLS FARGO & CO 10274 7159 WERNER ENTERPRISES INC 4753 4032 WESTERN ASSET SMASH SERIES C F 16886 15274 WESTERN ASSET SMASH SERIES EC 49878 42506 WESTERN ASSET SMASH SERIES M F 22858 19909 WESTWOOD HLDGS GRP 838 355 WHEATON PRECIOUS METALS CORP 8246 7690 WINGSTOP INC 1416 2376 WORKDAY INC 15689 13973 XOMETRY INC 3019 931 XP INC CL A 6832 9620 XPONENTIAL FITNESS INC 1074 671 YUM BRANDS INC 21354 19338 YUM CHINA HOLDINGS INC 38917 38106 ZIFF DAVIS, INC 2782 2600 ZIMMER BIOMET HOLDINGS 9701 8979 ZOETIS INC 10535 8949 218202 206357 CAPITAL HOUSING PARTNERS CXII 26261 0 General Consultations 135 135 Administrative Fees 37175 37175 Bank Charges 898 898 State or Local Filing Fees 450 450 K-1 Inc/Loss CAPITAL HOUSING PARTNERS CXII 5093 5093 Investment Management Services 73256 73256 990-PF Estimated Tax for 2023 1500 Foreign Tax Paid 2440 2440