2025-11-04T14:27:43-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 853958981 The Louderback Family Foundation % Foundation Source LOUD 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Tom J Louderback CEO 8008391754 2025-10-27 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 11958961 X 0 X 61385 61385 279350 279350 255748 2381502 255748 596483 596483 0 7975 0 0 7975 67602 67602 9460 4360 35446 315 35131 120483 72277 0 43106 501500 501500 621983 72277 0 544606 -25500 524206 0 1413973 724874 724874 1442117 972255 1028384 5821306 6166850 8063456 646791 1378791 1422024 667399 723316 720223 9991586 9966086 11958961 0 0 X 9991586 9966086 9991586 9966086 9991586 9966086 9991586 -25500 9966086 9966086 Publicly-traded Securities 2381502 2125754 255748 255748 255748 7286 7286 7286 4132 0 3400 7532 X 0 246 246 false false false false false false false true true CA 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 Kathryn Louderback Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec 1.0 0 0 0 Molly Louderback Foundation Source 501 Silverside Rd Wilmington DE 198091377 Treas 1.0 0 0 0 Thomas J Louderback Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir 1.0 0 0 0 DaRoza-Watirovich & Associates 101 California Street Suite 2100 San Francisco CA 94111 Investment Mgmt 67602 10023219 1216165 687446 11926830 0 11926830 178902 11747928 587396 587396 7286 7286 580110 580110 580110 544606 0 0 0 0 544606 580110 538572 544606 538572 6034 0 0 574076 0 0 Thomas J Louderback X AMERICAN FOUNDATION FOR SUICIDE PREVENTION 199 WATER ST 11TH FL NEW YORK NY 10038 N/A PC General & Unrestricted 10000 AMERICAN FRIENDS OF THE OCEAN CLEANUP FOUNDATION PO BOX 104142 PASADENA CA 91189 N/A PC General & Unrestricted 50000 BIG SKY YOUTH EMPOWERMENT PROJECT INC 225 E MENDENHALL ST BOZEMAN MT 59715 N/A PC General & Unrestricted 10000 BOYS & GIRLS CLUBS OF OAKLAND INC 3300 HIGH ST 2ND FL OAKLAND CA 94619 N/A PC General & Unrestricted 25000 CALIFORNIA PILOTS ASSOCIATION 43001 LITTLE RIVER AIRPORT RD LITTLE RIVER CA 95456 N/A PC For the AWOS-2 ceilometer 5000 CALIFORNIA WATERFOWL ASSOCIATION 1346 BLUE OAKS BLVD ROSEVILLE CA 95678 N/A PC General & Unrestricted 25000 CANCER SUPPORT SONOMA 246 PERKINS ST SONOMA CA 95476 N/A PC General & Unrestricted 3000 CATALYST YOUTH NETWORK 2515 RYAN RD APT A CONCORD CA 94518 N/A PC General & Unrestricted 50000 FOR INSPIRATION AND RECOGNITION OF SCIENCE AND TEC 200 BEDFORD ST MANCHESTER NH 03101 N/A PC General & Unrestricted 72500 GREATER CHICAGO FOOD DEPOSITORY 4100 W ANN LURIE PL CHICAGO IL 60632 N/A PC General & Unrestricted 15000 LEND A HAND FOUNDATION INC OF NORTHERN CALIFORNIA 8393 CAPWELL DR STE 220 OAKLAND CA 94621 N/A PC General & Unrestricted 25000 LITTLE LEAGUE BASEBALL INC PO BOX 6806 SAN RAFAEL CA 94903 N/A PC General & Unrestricted 10000 MARIN FOSTER CARE ASSOCIATION 55 MITCHELL BLVD STE 2 SAN RAFAEL CA 94903 N/A PC General & Unrestricted 33000 MARINE APPLIED RESEARCH AND EXPLORATION 3152 PARADISE DR BEL TIBURON CA 94920 N/A PC General & Unrestricted 5000 MONTANA INDEPENDENT LIVING PROJECT INC 825 GREAT NORTHERN BLVD STE 105 HELENA MT 59601 N/A PC to support Camp Bullwheel and to support completion of the boathouse and towards new cabins 15000 MONTESSORI DE TERRA LINDA 610 DEL GANADO RD SAN RAFAEL CA 94903 N/A PC General & Unrestricted 23000 MOUNTAIN AREA PRESERVATION FOUNDATION PO BOX 25 TRUCKEE CA 96160 N/A PC General & Unrestricted 10000 OCEAN AWARENESS PROJECT INC 301 COMMODORE DR RICHMOND CA 94804 N/A PC General & Unrestricted 2500 OCEAN AWARENESS PROJECT INC 301 COMMODORE DR RICHMOND CA 94804 N/A PC Sequoias of the Sea - project run by Natasha & Ana 5000 PAN-MASSACHUSETTS CHALLENGE INC 77 4TH AVE NEEDHAM MA 02494 N/A PC General & Unrestricted 1000 Pass Creek School 3747 PASS CREEK RD Belgrade MT 59714 N/A GOV General & Unrestricted 2500 PAWS CHICAGO 1997 N CLYBOURN AVE CHICAGO IL 60614 N/A PC General & Unrestricted 10000 SAN DOMENICO SCHOOL 1500 BUTTERFIELD RD SAN ANSELMO CA 94960 N/A PC General & Unrestricted 1000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 1660 S ALBION ST STE 916 DENVER CO 80222 N/A PC General & Unrestricted 25000 TAHOE FUND PO BOX 7124 TAHOE CITY CA 96145 N/A PC Smartest Forest Fund 28000 THE NOYO FOOD FOREST PO BOX 974 FORT BRAGG CA 95437 N/A PC General & Unrestricted 2500 WARRIORS & QUIET WATERS FOUNDATION 351 EVERGREEN DR STE A BOZEMAN MT 59715 N/A PC General & Unrestricted 37500 501500 14 61385 14 279350 18 255748 596483 596483 false false false false false false false false false false Audit Fees 7975 7975 AMAZON COM - 1.000% - 05/12/20 450664 478370 BEAL BANK PLANO TX - 4.650% - 244000 250374 BRISTOL-MYERS SQUIBB CO SER C 196127 194391 CROSS RIV BANK - 4.600% - 06/2 244000 248722 MORGAN STANLEY - 4.800% - 06/1 244000 250167 ABB ORD SHS 14008 24788 ABBOTT LABS 115534 106210 ABBVIE INC 39538 53665 ACCENTURE PLC 56814 60156 ADIDAS-SALOMON AG OR OTC 6147 7886 ADOBE SYSTEMS, INC 21516 19566 AIA GROUP 23735 13672 AIR PRODS & CHEM INC 37422 37995 AIRBUS GROUP SE 12297 15385 ALPHABET INC CL A 196491 307234 ALTRIA GROUP INC 30555 35139 AMADEUS IT HOLDINGS SA 18664 21257 AMAZON COM 159984 238477 AMER INTERNATIONAL GROUP INC 41065 62098 AMERICAN TOWER REIT INC 19611 16323 AMPHENOL CORPORATION 18052 35697 ANHEUSER BUSCH INBEV SA NV SHS 16022 11538 APPLE INC 125869 193575 APPLIED MATERIALS INC 27001 29273 ARES STRATEGIC INCOME FND CL S 202000 203914 ASHTEAD GROUP 10829 8457 ASML HLDG NV ORD SHS 19627 22489 ASTRAZENECA PLC ORD 16237 20714 B&M EUROPEAN VALUE RETAIL 4695 2546 BAE SYSTEMS ORD GBP OTC 12458 11464 BAKER HUGHES COMPANY 28817 46640 BEIGENE LTD 4383 4618 BHP BLT FPO 4356 3516 BOEING CO 59270 55047 BP PLC 9849 7759 BRITISH AMERICAN TOBACCO 7705 6781 BRITISH AMERICAN TOBACCO PLC 125834 121164 BROADCOM INC 83245 369785 CANADIAN NATL RAILWAY CO 14533 12486 CANADIAN NATURAL RESOURCES LTD 18230 25684 CAPGEMINI SE 16920 14739 CAPITAL ONE FINANCIAL CORP 34318 44402 CARLSBERG A/S 11985 6853 CARRIER GLOBAL 69169 97066 CHUBB LIMITED 34140 51668 CHUGAI PHARMACEUTICAL CO LTD 6853 6144 CONOCOPHILLIPS 9068 12892 CONSTELLATION ENERGY GROUP INC 13162 12751 D R HORTON 16631 25168 DAIICHI SANKYO CO LTD SPONSORE 20317 16893 DAIICHI SANKYO COMPANY, LIMITE 16065 14894 DAIKIN INDUSTRIES FIRST SECTIO 9791 7122 DANAHER CORP 40963 40401 DBS GROUP HLDGS LTD. SPON ADR 10247 16569 DEUTSCHE BANK REGD NPV 8494 9240 DNB BANK 9505 9074 DOORDASH ORD SHS CLASS A 16404 22143 DSV 11222 13620 EDISON INTL 26387 35209 ELI LILLY & CO 65632 101132 ENGIE SA 10577 11430 EPIROC AB CL A 18411 15884 ESSILOR INTL 15183 21957 EVOLUTION AB 5216 4357 FERRARI NV 6743 6797 FIDELITY MSCI CONSUMER DIRECT 43427 52239 FIDELITY MSCI INFORMATION TECH 149524 165652 FIDELITY NATIONAL INFORMATION 22331 33923 FINANCIAL SELECT SECTOR SPDR F 25934 37359 FREEPORT-MCMORAN COPPER & GOLD 23630 24790 FUJITSU ORD SHS 7041 8210 GALLAGHER ARTHUR J & CO 40325 49958 GE HEALTHCARE TECHNOLOGIES INC 53342 64577 GEN DYNAMICS CP 31641 47165 GENERAL ELECTRIC CO 44751 139937 GENERAL MOTORS 28923 28233 GENMAB AS 10354 6429 GILEAD SCIENCES INC 42173 45169 GIVAUDAN SA UNSP/ADR 12925 14281 GRANITESHARES GOLD TRUST 9462 13644 GROUPE DANONE 6765 7398 HERMES INTL S A 7221 14282 HITACHI CORP 6501 9577 15578 HOME DEPOT INC 80603 102693 HONEYWELL INTL 25394 30495 HONG KONG EXCHANGE & CLEARING 6506 8311 HOYA CORP 5326 5420 IBERDROLA SA 3252 7765 ILLINOIS TOOL WORKS 30497 36259 IMPERIAL TOBACCO ORD 7149 9693 INDUSTRIA DE DISENO TEXT 8153 17477 ING GROUP N V SPONSORED ADR 32481 36903 INGERSOLL-RAND INC 11749 11760 ISHARE MSCI EMU INDX 47978 48144 ISHARES BARCLAYS 10-20 YEAR TR 34659 30658 ISHARES EDGE MSCI INTL QUALITY 36894 38976 ISHARES GLOBAL INDUSTRIALS 50668 55786 ISHARES MSCI EMERGING MARKETS 171974 172117 ISHARES S&P GLOBAL HEALTHCARE 62321 63962 ITOCHU CORP ORD 8001 16496 19512 JANUS HENDERSON B BBB CLO ETF 11527 11553 JANUS HENDERSON MORTGAGEBACKED 61671 60792 JP MORGAN CHASE 72621 94925 JPMORGAN BETABUILDERS CANADA E 37785 42495 KEYENCE CORPORATION,FIRST SECT 15693 12968 KKR & CO INC 29063 38605 KONINKLIJKE KPN NV 7392 7758 L'AIR LIQUIDE ORD EU 8326 9912 L'OREAL CO ACT 16106 14529 LAS VEGAS SANDS CORP 35121 34514 LINDE PLC COM 59546 94619 LONDON STOCK EXCH LTD 26172 27984 LVMH-MOET HNSY L VUTN 18630 15793 MARUBENI CORP ORD 8685 7123 MASTERCARD INC 103709 134802 META PLATFORMS INC 148282 278117 MICROSOFT CORP 249863 421921 MORGAN STANLEY 35484 49534 MTU AERO ENGINES HOLDINGS AG 5995 10424 MUENCHENER RUECKVER 10880 10507 NATIONAL GRID TRANSC 8663 7705 NESTLE SA CHAM ET VE OTC 21581 15362 NETEASE 4887 3866 NETFLIX INC 26574 77545 NEXTERA ENERGY, INC 29622 40863 NITORI HOLDINGS 7279 4742 NOMURA RESEARCH INSTITUTE LTD 10635 10960 NORTHROP GRUMMAN CORP 14000 21118 NOVO NORDISK A S 25264 30795 NOVO NORDISK A/S 15560 27453 NVIDIA CORP 77052 103269 PEPSICO INC 31341 33453 PG & E CORP 18058 32853 PHILIP MORRIS INTL 90535 116740 PNC FINANCIAL GROUP INC 32646 42620 QUADRATIC INTEREST RATE VOLATI 11911 10218 RAYTHEON TECHNOLOGIES CORP 89850 121159 RECRUIT HOLDING CO LTD JPY 10562 15172 RELX PLC 12689 17134 RESTAURANT BRANDS INTL 33660 31547 ROLLS ROYCE GRPORD 11419 17482 ROYAL BANK OF SCOTLAND 10522 13174 ROYAL CARRIBEAN CRUISE 64094 161252 S&P GLOBAL INC COM 32348 45819 SAFRAN S.A. ORD SHS 19216 31187 SALESFORCE.COM 79804 113672 SAP AG O.N 29062 43398 SELECT SECTOR SPDR ENERGY FUND 30637 28439 SHIN ETSU CHEMICAL 9189 9837 SHOPIFY INC 22772 26583 SIKA AG 12336 11187 SMC CORP 15900 10284 SPDR BARCLAYS CAPITAL 1-3 MONT 6585 6583 SPDR PORTFOLIO SHORT TERM TREA 64949 64663 SPDR PORTFOLIO SMALL CAP ETF 73633 84135 SPDR S&P DIVIDEND ETF 93993 98811 SPOTIFY TECHNOLOGY SA 3637 3579 STARBUCKS CORP COM 18795 20258 STRAUMANN HLDG AG WALDENBURG 6246 5671 STRYKER CORPORATION 19887 31324 SUZUKI MOTOR CORP 9389 9212 TAIWAN SEMICONDUCTOR MFG CO LT 47876 60827 TENCENT HOLDINGS LTD 17155 10698 TERUMO CORPORATION,FIRST SECTI 5053 5100 TESLA MOTORS INC 21728 34326 TEXAS INSTRUMENTS INC 44755 49503 TFI INTERNATIONAL 21980 33502 THERMO FISHER SCIENTIFIC INC 47536 45780 TOKYO ELECTRON NPV 8191 8615 TOTAL SA 24438 23210 TTDKF.PK 7192 12590 UBER 44487 43068 UNI CHARM CORP ORD F 5610 3380 UNICREDIT SPA 13472 14557 UNITED RENTALS INC 34734 64104 UNITEDHEALTH GROUP INC 106845 127477 VANGUARD VALUE ETF 157906 174718 VERTEX PHARMCTLS INC 39405 35035 WELLS FARGO & CO 41912 40809 739347 791314 232908 237070 BLACKSTONE PRIVATE CREDIT FD C 303000 294099 BLUE OWL CREDIT INCOME CORP. C 303000 306753 BLUE OWL ROCK TECH FINANCE COR 117316 119371 Administrative Fees 35031 35031 Bank Charges 315 315 State or Local Filing Fees 100 100 Investment Management Services 67602 67602 990-PF Estimated Tax for 2024 4000 990-PF Extension for 2023 1100 Foreign Tax Paid 4360 4360