2025-04-17T06:57:11-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 311770414 Harold Lee And Vernita Ruth McEachern Family Foundation Inc % Foundation Source HARO 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Andrew Klobneck Vice President 8008391754 2025-04-09 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 3856612 X 0 X 243 243 106809 106809 -30457 138895 0 76595 107052 14000 14000 1465 5083 5083 14900 14900 35448 0 33983 132900 132900 168348 0 166883 -91753 107052 40267 75314 75314 2101525 2041158 3666644 189506 123073 114654 2331298 2239545 3856612 0 0 X 2331298 2239545 2331298 2239545 2331298 2239545 2331298 -91753 2239545 2239545 Publicly-traded Securities 138895 169352 -30457 -30457 -30457 1488 1488 1488 1200 0 1200 X 0 288 false false false false false false false true true FL true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Emma Bowman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 2000 0 0 Robilyn Bowman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 2.0 5000 0 0 Ryan Bowman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 2000 0 0 Andrew Klobnock Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas, VP 2.0 5000 0 0 3706445 52552 0 3758997 0 3758997 56385 3702612 185131 185131 1488 1488 183643 183643 183643 166883 0 0 0 0 166883 183643 157703 166883 157703 9180 0 0 174463 0 0 NONE X CONCORDIA COLLEGE CORPORATION 901 8TH ST S MOORHEAD MN 56562 N/A PC Concordia College's Softball program at the discretion of Coach Scott Carter for equipment needs, field and dugout improvements, player experience, etc. that are above and beyond the softball athletic budget 25000 HILLBROOK SCHOOL 300 MARCHMONT DR LOS GATOS CA 95032 N/A PC Hillbrook School Annual Benefit 2024 event 47900 THE ROMAN CATHOLIC BISHOP OF SAN JOSE 1150 N 1ST ST STE 100 SAN JOSE CA 95112 N/A PC To fund a classroom initiative at Saint Frances Cabrini 5000 THE ROMAN CATHOLIC BISHOP OF SAN JOSE 1150 N 1ST ST STE 100 SAN JOSE CA 95112 N/A PC Charitable Event 5000 THE ROMAN CATHOLIC BISHOP OF SAN JOSE 1150 N 1ST ST STE 100 SAN JOSE CA 95112 N/A PC Saint Frances Cabrini School Library Project 50000 132900 14 243 14 106809 18 -30457 76595 76595 false false false false false false false false false false FIRST INTST BANCSYSTEM INC - 5 40967 39599 GENERAL MTRS FINL COINC BOND P 24644 23963 NATIONSBANK CORP - 7.250% - 10 28731 25372 NATIONWIDE FINL SVC - 6.750% - 28731 25720 3M CO 31874 51636 ABBOTT LABS 61467 124421 ABBVIE INC 73446 195470 ALTRIA GROUP INC 44884 36603 BOEING CO 86293 44250 CARRIER GLOBAL 10881 34949 CONOCOPHILLIPS 65604 94212 CUMMINS INC 19760 52290 DUKE ENERGY CO 41375 53870 EATON CORP PLC 64643 298683 EMERSON ELECTRIC CO 53512 99144 FIRST INTERSTATE BANCSYSTEM IN 41465 32470 GENUINE PARTS COMPANY 49943 58380 HEARTLAND FIN USA 7% PFD PERP 30000 30564 HONEYWELL INTL 122763 158123 ILLINOIS TOOL WORKS 37955 76068 JENSEN PORTFOLIO, INC 222888 248474 JOHNSON & JOHNSON 55064 57848 JP MORGAN CHASE 70906 143826 KINDER MORGAN INC 49523 68500 MAIRS & POWER BALANCED FD INV 26669 31849 MAIRS & POWER GROWTH FUND, INC 97852 132842 MASTERCARD INC 136489 368599 MEDTRONIC PLC 35984 31952 MERCK & CO INC 34184 49740 MICROSOFT CORP 91052 421499 NEXTERA ENERGY, INC 50747 121873 OTIS WORLDWIDE CORP 16315 23708 PEPSICO INC 22445 30412 PROCTER GAMBLE CO 30951 58678 RAYTHEON TECHNOLOGIES CORP 36300 59249 SIMON PPTY GROUP INC 7939 34442 T. ROWE PRICE BLUE CHIP GROWTH 76374 122941 TJX COMPANIES INC 43490 96648 VERIZON COMMUNICATIONS 50792 35991 WELLS FARGO & CO 38745 52680 XCEL ENERGY INC 10584 33760 Administrative Fees 14839 14839 State or Local Filing Fees 61 61 990-PF Estimated Tax for 2024 1200 990-PF Excise Tax for 2023 265