2024-11-13T23:16:16-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 853971817 Gerri and Rich Wong Family Foundation % Foundation Source GERR 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 geraldine wong president 8008391754 2024-11-08 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 8477830 X 2208171 22785 22785 139050 139050 -85069 3592627 2121100 2284937 2282935 0 35599 35599 44479 379 24976 24976 105054 35978 24976 1570000 1570000 1675054 35978 1594976 609883 2246957 3399370 223937 223937 99888 99888 99885 3335397 7120713 8154008 6834655 7444538 8477830 0 0 X 6834655 7444538 6834655 7444538 6834655 7444538 6834655 609883 7444538 7444538 Publicly-traded Securities 3592627 1471527 2121100 2121100 2121100 31233 31233 31233 2178 0 29100 31278 X 0 45 45 false false false false false false false true true CA 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 Geraldine Wong Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Richard Wong Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas 1.0 0 0 0 6486074 607175 0 7093249 0 7093249 106399 6986850 349343 349343 31233 31233 318110 318110 318110 1594976 0 0 0 0 1594976 318110 2021 2020 2019 7151 650547 656163 1313861 1594976 318110 1276866 2590727 0 2590727 7151 650547 656163 1276866 Geraldine Wong Richard Wong X ABILITYPATH 350 TWIN DOLPHIN DR STE 123 REDWOOD CITY CA 94065 N/A PC General & Unrestricted 10000 BOYS & GIRLS CLUB OF THE PENINSULA 401 PIERCE RD MENLO PARK CA 94025 N/A PC General & Unrestricted 150000 BRADY CENTER TO PREVENT GUN VIOLENCE 840 FIRST ST NE STE 400 WASHINGTON DC 20002 N/A PC General & Unrestricted 15000 CATHOLIC CHARITIES OF SANTA CLARA COUNTY 2625 ZANKER RD SAN JOSE CA 95134 N/A PC To mitigate homelessness and poverty in the Bay Area 30000 CHILD MIND INSTITUTE INC 101 EAST 56TH ST NEW YORK NY 10022 N/A PC Support clinical, school, and community programs in the Bay Area 10000 FIDELITY INVESTMENTS CHARITABLE GIFT FUND 245 SUMMER ST MZ NM43A BOSTON MA 02210 N/A PC General & Unrestricted 1100000 HABITAT FOR HUMANITY INTERNATIONAL INC 8128 MERCURY COURT SAN DIEGO CA 92111 N/A PC For Revitalization and Renovation of the Community Resource Center in encinitas, ca 15000 LIFEMOVES 2550 GREAT AMERICA WAY STE 201 SANTA CLARA CA 95054 N/A PC General & Unrestricted 25000 MASSACHUSETTS INSTITUTE OF TECHNOLOGY 600 MEMORIAL DR W98-200 CAMBRIDGE MA 02139 N/A PC Blueprint Labs and Delta V Funds 50000 NATION UNITED FOUNDATION 3500 LEMSFORD WAY CHARLOTTE NC 28215 N/A PC In support of Boost Camp 15000 SACRED HEART SCHOOLS ATHERTON 150 VALPARAISO AVE ATHERTON CA 94027 N/A PC AUCTION UNDERWRITING, AUCTION FUND A NEED, SOPHIE'S SCHOLARS, AND CAPITAL CAMPAIGN 125000 STANFORD UNIVERSITY 485 BROADWAY 4TH FL MC 5470 REDWOOD CITY CA 94063 N/A PC Stanford Women's Cancer Center 25000 1570000 14 22785 14 139050 18 -85069 76766 76766 false false false false false false false false false false X X 1 Wong Richard 940 West Santa Inez Ave Hillsborough CA 94010 2208171 X 1 CROWDSTRIKE HOLDINGS, INC CRWD, 5217 sh. 1216735 2023-12-01 1 FRESHWORKS ORD SHARES CLASS A FRSH, 40290 sh. 991436 2023-12-19 AFLAC INC 19762 28875 ALPHABET INC CL A 84844 98901 AMAZON COM 113478 107574 AMPHENOL CORPORATION 86942 126292 APPLE HOSPITALITY REIT INC 39231 40512 APPLE INC 100725 154409 ARES CAPITAL CORPORATION - CLO 64118 64697 ARISTA NETWORKS 52490 100798 BERKSHIRE HATHAWAY INC. CLASS 32564 40659 BLACKROCK INC 30421 28413 BLUE OWL CAPITAL 23948 28995 BLUE OWL CAPITAL CORPORATION 66506 66420 BOEING CO 50721 63601 CBRE GROUP 42767 45707 CHEVRON CORP 28563 33412 COHEN & STEERS LOW DURATION PR 60537 55031 COMCAST CORP 39981 31046 DANAHER CORP 33905 32619 DFA U S CORE EQUITY 1 PORTFOLI 622109 678054 DOORDASH ORD SHS CLASS A 11881 17602 DOUBLELINE TOTAL RETURN BOND 426303 417381 EASTMAN CHEMICAL CO 52203 37455 ELEVANCE HEALTH INC 44105 53758 EMERSON ELECTRIC CO 29835 29783 ENBRIDGE INC 36261 33463 EQUINIX, INC 18794 19329 FIDELITY 500 INDEX FUND 1061939 1187061 FIDELITY INTERMEDIATE TREASURY 403732 418409 FIDELITY LARGE CAP GROWTH INDE 277669 338202 FIDELITY TOTAL INTL INDEX FD 672915 687223 GEN DYNAMICS CP 25491 34796 GENERAL MILLS INC 14996 16024 HOME DEPOT INC 31630 35348 HUBSPOT INC 25653 29027 ICON PLC - AMERICAN DEPOSITARY 76654 99075 INTUITIVE SURGICAL 34773 42507 ISHARES S&P 100 ETF 426614 504191 ISHARES TRUST FALLEN ANGELS US 34996 31416 JACOBS SOLUTIONS INC 22586 20898 JP MORGAN CHASE 39048 40144 LOCKHEED MARTIN CORP 41399 48043 LORD ABBETT INVESTMENT TRUST S 58114 53660 MARRIOTT INTERNATIONAL INC. CL 23906 35405 MARTIN MARIETTA MATLS INC 18095 25444 MCDONALD'S CORP 53036 67604 MICROSOFT CORP 108437 161321 NEXTERA ENERGY, INC 62718 51325 NIKE INC-CL B 29418 23885 NORFOLK SOUTHERN CORP 37957 32620 NUVEEN PREFERRED SECURITIES FU 65000 65043 NVIDIA CORP 108900 307532 OCCIDENTAL PETROLEUM CORP 31476 46932 ORACLE CORP 43988 55140 PEPSICO INC 35505 41441 PHILLIPS 66 36740 53389 PRINCIPAL GLOBAL DVRSFD INC FD 24250 21518 PROCTER GAMBLE CO 18730 20076 PROGRESSIVE CORP OHIO 51755 83941 ROBLOX ORD SHS CLASS A 24853 17145 SALESFORCE.COM 55129 61048 SERVICE NOW 68968 105974 SPDR S&P 500 ETF TRUST 104331 117877 THE BLACKSTONE GROUP INC CL A 28035 34039 THERMO FISHER SCIENTIFIC INC 65157 70064 TJX COMPANIES INC 17248 24391 UBER 27333 41560 UNITED RENTALS INC 59317 106083 VANGUARD TOTAL BOND MARKET IND 268432 279275 VISA INC 67071 75762 WALT DISNEY HOLDINGS CO 35170 17697 WISDOMTREE FLOATING RATE TREAS 60383 60288 WISDOMTREE INTERNATIONAL QUALI 28172 29379 99888 99885 Administrative Fees 24707 24707 Postage/Delivery Service 69 69 State or Local Filing Fees 200 200 Investment Management Services 35599 35599 990-PF Estimated Tax for 2023 1100 990-PF Extension for 2022 43000 Foreign Tax Paid 379 379