2025-10-02T07:47:03-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 462136822 Kleinman Family Foundation % Foundation Source KLEI 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Scott Kleinman President 8008391754 2025-09-26 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 1259760 X 150000 20480 20480 29835 29835 1526 167627 1526 201841 51841 0 3279 3279 6100 14352 14352 23731 3279 14352 130000 130000 153731 3279 144352 48110 48562 0 395106 412894 412894 798112 828434 846866 1193218 1241328 1259760 0 0 X 1193218 1241328 1193218 1241328 1193218 1241328 1193218 48110 1241328 1241328 Publicly-traded Securities 167627 166101 1526 1526 1526 675 675 675 647 0 100 747 X 1 71 71 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 Scott Kleinman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec, Treas 1.0 0 0 0 Wendy Kleinman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 832479 407836 0 1240315 0 1240315 18605 1221710 61086 61086 675 675 60411 60411 60411 144352 0 0 0 0 144352 60411 386614 142745 228506 93712 154543 1006120 144352 60411 83941 1090061 0 386614 703447 142745 228506 93712 154543 83941 Scott Kleinman Wendy Kleinman X BIRTHRIGHT ISRAEL FOUNDATION PO BOX 21615 NEW YORK NY 10087 N/A PC General & Unrestricted 25000 CANCER SUPPORT COMMUNITY GREATER NY & CT INC 80 MAPLE AVE WHITE PLAINS NY 10601 N/A PC Charitable Event 25000 JEWISH CHILD CARE ASSOCIATION OF NEW YORK 57 WILLOUGHBY ST BROOKLYN NY 11201 N/A PC General & Unrestricted 75000 ST ELIZABETH SETON CHILDRENS FOUNDATION LTD 300 CORPORATE BLVD S YONKERS NY 10701 N/A PC Charitable Event 5000 130000 14 20480 14 29835 18 1526 51841 51841 false false false false false false false false false false X X 1 Kleinman Scott 18 Heathcote Road Scarsdale NY 10583 150000 X ABBVIE INC - 3.200% - 11/21/20 15356 15775 AMERICAN EXPRESS CO NOTE - 4.0 15180 15622 AMERICAN TOWER CORP - 2.400% - 15086 15915 AMPHENOL CORP - 2.800% - 02/15 14943 15387 AON PLC NOTE - 3.875% - 12/15/ 15455 15879 ASTRAZENECA - 1.375% - 08/06/2 20909 21650 BANK OF NY MELLON - 2.500% - 0 15548 16134 BK OF AMERICA CORP SER N MTN - 26528 26470 BLACKROCK INC NOTE CALL MAKE W 8164 8237 BP CAP MKTS AMER INC - 0.000% 15550 16077 CADENCE DESIGN SYSTEM INC - 0. 11804 11762 CAMDEN PPTY TR - 3.150% - 07/0 15954 16725 CARRIER GLOBAL CORPORATION SER 8608 8605 CITIGROUP INC BND - 3.300% - 0 19259 19904 CONSTELLATION BRANDS INC - 5.0 14900 14976 CSX CORP - 3.800% - 03/01/2028 15215 15549 DISCOVERY COMMUNICATIONS BOND 15713 15942 DTE ENERGY CO COM - 5.200% - 0 15166 14990 DUKE ENERGY - 3.400% - 04/01/2 8810 8956 ENTERGY AR LLC - 5.450% - 06/0 10077 10134 GEN MILLS INC - 2.250% - 10/14 15200 15012 GENERAL MTRS - 2.900% - 02/26/ 16576 16939 GOLDMAN SACHS - 2.600% - 02/07 16248 16828 HCA INC - 5.875% - 02/01/2029 15068 15308 INTUIT INC - 5.200% - 09/15/20 16001 16029 LOWES COS INC NOTE CALL MAKE W 15596 15967 MOODY'S CORP - 4.250% - 08/08/ 12151 12338 MORGAN STANLEY SER I MTN - 2.9 22843 24008 NETFLIX INC - 5.875% - 11/15/2 15499 15546 NORTHROP GRUMMAN CORP NOTE - 4 17668 17452 ORACLE CORP - 2.300% - 03/25/2 17600 18489 OREILLY AUTOMOTIVE INC NOTE - 11325 11645 OTIS WORLDWIDE CORP SER B NOTE 15535 15994 PAYPAL HOLDINGS INC - 2.650% - 15720 16465 PHILP MORRIS - 4.875% - 02/15/ 14745 15035 PNC FINL SVCS GROUP INC - 4.75 10030 9986 PRAXAIR INC NT - 1.100% - 08/1 15722 16546 PUBLIC SVC ELEC & GASCO SER P 15065 14867 REGENCY CTRS LP NOTE - 5.250% 11833 11829 REPUBLIC SERVICES INC SR NOTE 7890 7870 ROPER TECH - 4.750% - 02/15/20 8802 8754 RTX CORP NOTE - 6.100% - 03/15 14957 14746 S&P GLOBAL INC - 2.900% - 03/0 13897 13969 SABINE PASS LIQUEFACTION - 4.2 15126 15620 SHERWIN-WILLIAMS CO - 4.250% - 14678 14967 STARBUCKS CORP - 2.000% - 03/1 15235 16062 STRYKER CORP - 1.950% - 06/15/ 15919 16333 SYSCO - 3.300% - 07/15/2026 15106 15669 T MOBILE - 3.875% - 04/15/2030 18465 18817 TAKE-TWO INTERACTIVE SOFTWARE 10386 10733 TORONTO DOMINION BANK MTN - 1. 15006 16056 UNION PAC CORP - 2.375% - 05/0 8366 8635 WALMART INC - 1.500% - 09/22/2 20846 21558 WASTE CONNECTIONS INC - 4.250% 12471 12726 WELLS FARGO &CO - 2.188% - 04/ 15011 15855 WILLIAMS COS IN - 5.150% - 03/ 8761 8751 WORKDAY INC NOTE - 3.500% - 04 8862 8773 Administrative Fees 14327 14327 State or Local Filing Fees 25 25 Investment Management Services 3279 3279 990-PF Estimated Tax for 2024 600 990-PF Extension for 2023 5500