2025-11-14T10:54:39-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 260379209 The Caroline M Lowndes Foundation Inc % Foundation Source CARO 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Caroline M Lowndes President 8008391754 2025-10-24 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 7468198 X 0 X 42652 42652 94968 94968 620425 1264899 620425 758045 758045 12000 12000 19189 19189 2600 35791 3 35788 69580 19192 47788 288000 288000 357580 19192 335788 400465 738853 0 819284 755454 755454 1860 1860 1860 323354 322942 3402667 3373002 5136621 168746 168167 500000 500000 1083154 4721951 5122416 7468198 0 0 X 4721951 5122416 4721951 5122416 4721951 5122416 4721951 400465 5122416 5122416 Publicly-traded Securities 1264899 644474 620425 620425 620425 10270 10270 10270 4186 0 6100 10286 X 0 16 16 false false false false false false false true true DE true false false false true 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 Caroline M Lowndes Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 5.0 12000 0 0 5570557 730845 1083154 7384556 0 7384556 110768 7273788 363689 363689 10270 10270 353419 353419 353419 335788 0 0 0 0 335788 353419 122051 219865 140041 481957 335788 335788 0 17631 17631 464326 0 464326 104420 219865 140041 Caroline M Lowndes X CENTRAL PARK CONSERVANCY INC 717 FIFTH AVE NEW YORK NY 10022 N/A PC General & Unrestricted 10000 FIDELITY INVESTMENTS CHARITABLE GIFT FUND 245 SUMMER ST MZ-NM438 BOSTON MA 02210 N/A PC CM Lowndes Fund 15000 FRICK COLLECTION 1 E 70TH ST NEW YORK NY 10021 N/A PC Campaign for the Frick 100000 FRICK COLLECTION 1 E 70TH ST NEW YORK NY 10021 N/A PC Annual Fund 20000 FRIENDS OF GUNSTON HALL 10709 GUNSTON RD MASON NECK VA 22079 N/A PC General & Unrestricted 500 FRIENDS OF SULGRAVE MANOR 10245 EPPLING LN DALLAS TX 75229 N/A PC General & Unrestricted 500 FUND FOR PARK AVENUE NEW YORK INC 445 PARK AVE 9TH FLOOR NEW YORK NY 10022 N/A PC General & Unrestricted 1000 FUND FOR PARK AVENUE NEW YORK INC 445 PARK AVE 9TH FLOOR NEW YORK NY 10022 N/A PC Charitable Event 1000 HUGUENOT SOCIETY OF SOUTH CAROLINA 138 LOGAN ST CHARLESTON SC 29401 N/A PC General & Unrestricted 500 NATIONAL SOCIETY OF COLONIAL DAMES IN THE STATE OF 215 E 71ST ST NEW YORK NY 10021 N/A PC General & Unrestricted 1000 NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA 2715 Q ST NW WASHINGTON DC 20007 N/A PC General & Unrestricted 500 NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA 81 CUMBERLAND ST CHARLESTON SC 29401 N/A PC The Powder Magazine 500 NEW YORK HISTORICAL SOCIETY 170 CENTRAL PARK W NEW YORK NY 10024 N/A PC Campaign for the Future of History 100000 NEW YORK HISTORICAL SOCIETY 170 CENTRAL PARK W NEW YORK NY 10024 N/A PC Charitable Event 10000 PAINTING CENTER INC 547 W 27TH ST RM 500 NEW YORK NY 10001 N/A PC General & Unrestricted 10000 THE ANIMAL MEDICAL CENTER 510 E 62ND ST 2ND FL NEW YORK NY 10065 N/A PC General & Unrestricted 10000 THE METROPOLITAN MUSEUM OF ART 1000 FIFTH AVE NEW YORK NY 10028 N/A PC The Fund for The Met 5000 THE PHILANTHROPY ROUNDTABLE INC 1120 20TH ST NW STE 400N WASHINGTON DC 20036 N/A PC General & Unrestricted 2500 288000 14 42652 14 94968 18 620425 758045 758045 false false false false false false false false false false BRISTOL-MYERS SQUIBB - 3.400% 22765 22657 CITIGROUP INC - 4.075% - 04/23 24417 24252 HOME DEPOT INC - 2.125% - 09/1 24071 24055 MASTERCARD - 4.875% - 03/09/20 24357 24276 TARGET CORP - 1.950% - 01/15/2 24769 24734 TEXAS INSTRUMENTS INC - 2.250% 24389 24263 UNITEDHEALTH GROUP - 2.950% - 23978 23930 ABBOTT LABS 31786 36082 ACADEMY SPORTS AND OUTDOORS IN 3878 4775 ADOBE SYSTEMS, INC 34091 44023 ALIGN TECHNOLOGY, INC 14065 11051 ALNYLAM PHARMACEUTICALS, INC 11583 16472 ALPHABET INC CL A 53517 116041 ALPHABET INC CL C 16258 90459 AMAZON COM 66679 196793 AMERICAN TOWER REIT INC 26180 24944 AMERIPRISE FINANCIAL INC 4965 33543 AMETEK INC 4247 14421 AMPHENOL CORPORATION 5701 20696 ANALOG DEVICES INC 9966 24858 ANSYS INC 780 6747 APPLE INC 49571 164776 ARES MANAGEMENT CORPORATION 10535 25669 ASTRAZENECA 40005 47109 AT INCOME OPPORTUNITIES FUND I 311013 378498 AUTOMATIC DATA PROCESSING INC 5849 21077 AUTOZONE INC 777 22414 AVANTOR HOLDINGS INC 6801 4678 BERRY PLASTICS GROUP INC 2026 8342 BIO RAD LABS INC CL A 3803 4599 BLACKROCK INC 12778 29728 CADENCE DESIGN SYSTEMS INC 7038 23135 CENCORA INC 17606 22019 CHENIERE ENERGY INC 22221 32875 CHEVRON CORP 18819 22161 CHIPOTLE MEX GRILL 6535 14171 CIBC ATLAS INTERNATIONAL GROWT 204605 283593 CINTAS CRP 8086 12606 CISCO SYSTEMS INC 29151 47478 CME GROUP, INC 26028 29029 CONOCOPHILLIPS 25498 25288 COPART INC 11055 15151 CORPAY INC 13620 20305 COSTAR GROUP, INC 3100 6372 CROWDSTRIKE HOLDINGS, INC 4359 8896 CURTISS WRIGHT CP 5315 5323 CYBERARK SOFTWARE LTD 9711 12993 DANAHER CORP 20432 33514 DATADOG INC 17223 27006 DEXCOM, INC 13250 10810 DIAMONDBACK ENERGY INC 8481 10485 DOMINOS PIZZA INC 4761 7975 DRAFTKINGS INC 13057 12722 ELEVANCE HEALTH INC 19594 17338 ENTEGRIS INC 13986 12482 EXXON MOBIL CORP 28674 46148 F M C CP 4236 4132 FIDELITY NATIONAL INFORMATION 34528 31177 FISERV, INC 17341 49301 FLOOR AND DECOR HOLDINGS 6744 6680 GALLAGHER ARTHUR J & CO 9787 10219 GE HEALTHCARE TECHNOLOGIES INC 4038 4300 GLOBUS MEDICAL INC 3525 3887 HOME DEPOT INC 28315 38899 HONEYWELL INTL 22567 28462 HOWMET AEROSPACE ORD SHS 7493 25155 HUBBELL INCORPORATED 3853 15499 HUBSPOT INC 22283 29264 ICON PLC - AMERICAN DEPOSITARY 3698 3355 IDEX CP 8051 10465 IDEXX CORP 9304 7855 INGERSOLL-RAND INC 7791 13931 INTERCONTINENTAL EXCHANGE, INC 24343 42468 IQVIA HOLDINGS INC 38143 33603 JP MORGAN CHASE 7389 47463 JPMORGAN EQUITY PREMIUM INCOME 449999 461900 KEYSIGHT TECHNOLOGIES INC 6267 11083 LINDE PLC COM 18642 35587 LIVE NATION INC COM 4293 6475 MARRIOTT INTERNATIONAL INC. CL 6815 17015 MARTIN MARIETTA MATLS INC 18397 27891 MARVELL TECHNOLOGY, INC 6416 16678 MASCO CORP 4835 9144 MCDONALD'S CORP 35048 35946 META PLATFORMS INC 24333 30447 MICROCHIP TECHNOLOGY INC 2025 7398 MICROSOFT CORP 32505 225503 MONDAY.COM LTD 11411 12243 MONDELEZ INTERNATIONAL INC 20130 20547 MONGODB INC CL A 7045 5587 MONOLITHIC POWER SYSTEMS, INC 16138 12426 MONSTER BEVERAGE CORP 33686 40051 MSCI INC 1579 11400 NEXTERA ENERGY, INC 31450 30540 NVIDIA CORP 70372 174846 O'REILLY AUTOMOTIVE INC 12913 15415 OSHKOSH CORP 5340 5514 OTIS WORLDWIDE CORP 22043 33247 PENTAIR INC. COM 2421 6240 PEPSICO INC 25537 30412 PINTEREST INC 13660 10846 PNC FINANCIAL GROUP INC 23436 28735 PROCORE TECHNOLOGIES INC 2865 3597 PROLOGIS 30432 27588 QUALCOMM INC 26447 44089 RAYTHEON TECHNOLOGIES CORP 25757 39692 REGAL REXNORD CORP 5833 8687 REVVITY INC 11237 11049 ROPER INDUSTRIES 33192 44707 ROSS STORES, INC 11554 20573 S&P GLOBAL INC COM 21991 29882 SAIA, INC 9823 10482 SALESFORCE.COM 52213 73887 SBA COMMUNICATIONS CORP 4358 5299 SPROUTS FARMERS MARKET INC 3453 21348 STRYKER CORPORATION 14592 24843 T-MOBILE US INC 11901 21411 TE CONNECTIVITY LTD 40221 41604 THE BLACKSTONE GROUP INC CL A 15159 51726 THE TRADE DESK INC 15299 24916 THERMO FISHER SCIENTIFIC INC 8024 32774 TJX COMPANIES INC 15636 33102 TRACTOR SUPPLY CO COM 4753 17775 TRADEWEB MARKETS INC 12991 21078 TRANSUNION COM USD0.01 7304 11867 ULTA SALON, COSMETICS & FRAGRA 8977 8699 UNION PACIFIC 24492 38767 UNITEDHEALTH GROUP INC 30863 77902 US BANCORP 30654 28411 US FOODS HOLDING CORPORATION 8372 15583 VALVOLINE INC 7620 6332 VEEVA SYSTEMS INC 18436 19343 VERSUS CAPITAL REAL ASSETS FUN 200000 221159 VERTIV CL A 8244 7385 VICI PROPERTIES INC 16738 16066 VISA INC 47428 97656 WALT DISNEY HOLDINGS CO 47513 41756 WASTE CONNECTIONS 12608 15614 WEC ENERGY GROUP, INC 10944 11473 WESCO INTL INC 6190 7057 WORKDAY INC 28990 30448 ZOETIS INC 15754 15478 ZSCALER INC 12447 12087 ZURN WATER SOLUTIONS 2473 6528 323354 322942 LIGHTHOUSE GLOBAL LONG/SHORT F 500000 1083154 Administrative Fees 35763 35763 Bank Charges 3 3 State or Local Filing Fees 25 25 Investment Management Services 19189 19189 990-PF Estimated Tax for 2024 2600