2025-10-09T16:06:51-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 205926159 Craig and Gisele Barto Family Foundation % Foundation Source CRAI 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Craig Barto President 8008391754 2025-08-19 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 162387 X 0 X 152 152 4968 4968 11906 70103 11906 17026 17026 0 1139 1139 121 21 11983 3 11980 13243 1163 11980 27800 27800 41043 1163 39780 -24017 15863 0 3087 2867 2867 155344 131547 159520 158431 134414 162387 0 0 X 158431 134414 158431 134414 158431 134414 158431 -24017 134414 134414 Publicly-traded Securities 70103 58197 11906 11906 11906 220 220 220 3 0 300 303 83 83 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 Craig Barto Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 Gisele Barto Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 173746 4059 0 177805 0 177805 2667 175138 8757 8757 220 220 8537 8537 8537 39780 0 0 0 0 39780 8537 109406 103768 26236 15751 4590 259751 39780 8537 31243 290994 0 109406 181588 103768 26236 15751 4590 31243 Craig Barto X NEWPORT HEIGHTS ELEMENTARY FOUNDATION 300 E 15TH ST NEWPORT BEACH CA 92663 N/A PC NHES Gala - The Roaring 20's (Port Theater) 2800 ORANGE CATHOLIC FOUNDATION 13280 CHAPMAN AVE STE 430 GARDEN GROVE CA 92840 N/A PC 21st Annual Conference on Business & Ethics 5000 PRETEND CITY THE CHILDRENS MUSEUM OF ORANGE COUNTY 29 HUBBLE IRVINE CA 92618 N/A PC General & Unrestricted 5000 SEGERSTROM CENTER FOR THE ARTS 600 TOWN CENTER DR COSTA MESA CA 92626 N/A PC Charitable Event 15000 27800 14 152 14 4968 18 11906 17026 17026 false false false false false false false false false false ADOBE SYSTEMS, INC 726 1334 ALPHABET INC CL A 2407 4543 AMAZON COM 2028 3730 AMERICAN TOWER REIT INC 1143 1100 AMERICAN WATER WORKS COMPANY I 441 622 AMGEN INC 1100 1043 ANHEUSER BUSCH COS INC 872 801 APPLE INC 2785 6511 ASML HOLDING NV NY REG SHS 1266 1386 BANK NEW YORK MELLON CORP COM 447 538 BANK OF AMERICA CORP 799 923 BERKSHIRE HATHAWAY INC. CLASS 1034 1813 BROADCOM INC 1261 2087 CAPITAL ONE FINANCIAL CORP 1277 1605 CINTAS CRP 327 1279 CITY NATL ROCHDALE FIXED INCOM 30013 24274 CME GROUP, INC 533 697 COSTCO WHOLESALE CORPORATION 449 1833 CSX CORP 530 452 EOG RESOURCES INC 1074 1103 EXXON MOBIL CORP 851 861 HCA INC 424 1201 HOME DEPOT INC 1118 1945 ISHARES RUSSELL MIDCAP VALUE 1667 1811 JP MORGAN CHASE 1298 2637 KLA TENCOR CORP 673 630 LINDE PLC COM 736 837 MARSH AND MCLENNAN COMPANIES I 823 850 MASTERCARD INC 1051 2106 MCDONALD'S CORP 931 1449 META PLATFORMS INC 1412 1757 MICROSOFT CORP 4178 6323 NEXTERA ENERGY, INC 897 1290 NORTHROP GRUMMAN CORP 524 939 NOVO NORDISK A S 1347 946 NVIDIA CORP 3438 6177 NXP SEMICONDUCTORS 508 624 OCCIDENTAL PETROLEUM CORP 308 247 PARKER HANNIFIN CP 692 1272 PEPSICO INC 745 1064 QUANTA SVCS INC 597 1264 ROPER INDUSTRIES 435 520 S&P GLOBAL INC COM 411 996 SALESFORCE.COM 898 1003 SCHLUMBERGER LTD 680 498 T-MOBILE US INC 673 1545 THERMO FISHER SCIENTIFIC INC 691 1561 TJX COMPANIES INC 695 1208 TRANE TECHNOLOGIES PLC 804 2216 UNITEDHEALTH GROUP INC 1050 2023 VANGUARD MID-CAP GROWTH ETF 3419 3806 VANGUARD MID-CAP VALUE INDEX 1628 1779 VANGUARD SHORT TERM CORPORATE 36660 37522 VANGUARD SM-CAP ETF 3896 3604 VERTEX PHARMCTLS INC 1583 1611 VISA INC 689 1896 WAL-MART STORES INC 564 1446 WALT DISNEY HOLDINGS CO 1775 1893 ZOETIS INC 266 489 Administrative Fees 11955 11955 Bank Charges 3 3 State or Local Filing Fees 25 25 Investment Management Services 1139 1139 990-PF Extension for 2023 100 Foreign Tax Paid 21 21