2025-09-25T07:28:45-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 832079661 William N Rom MD MPH Foundation % Foundation Source WILL 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 William N Rom MD MPH President 8008391754 2025-09-18 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 604904 X 0 X 1212 1212 18943 18943 -1097 300165 0 4271 23329 20155 0 6401 6401 884 69 6165 6165 13450 6470 6165 0 0 13450 6470 6165 9879 13685 0 50428 31885 31885 122956 117955 118005 224086 257509 455014 397470 407349 604904 0 0 X 397470 407349 397470 407349 397470 407349 397470 9879 407349 407349 Publicly-traded Securities 300165 301262 -1097 -1097 -1097 190 190 190 0 200 200 10 10 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 William N Rom Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 551353 27022 0 578375 0 578375 8676 569699 28485 28485 190 190 28295 28295 28295 6165 0 0 0 0 6165 28295 9311 1791 13656 33844 92305 150907 6165 6165 0 22130 22130 128777 0 128777 2628 33844 92305 William N Rom X 14 1212 14 18943 18 -1097 Federal Tax Refund 01 4271 23329 23329 false false false false false false false false false false ACCENTURE PLC 2351 5629 AMERICAN ELECTRIC POWER INC 3185 3320 APPLE INC 5167 33807 BLACKROCK INC 801 2050 CHUBB LIMITED 2546 5250 CISCO SYSTEMS INC 3876 5150 CITIGROUP GLOBAL MARKETS RTY S 20000 19740 FINANCIAL SELECT SECTOR SPDR F 25728 48765 GS FINANCE CORP L/O TA-CYN NDX 40000 40160 HOME DEPOT INC 2999 6613 INVESCO QQQ TRUST 21095 66460 ISHARES HIGH DIVIDEND EQUITY F 45091 57253 ISHARES MORNINGSTAR MID CAP ET 42615 76225 JP MORGAN CHASE 2548 5993 LINDE PLC COM 2461 5861 LOCKHEED MARTIN CORP 3419 5831 MARSH AND MCLENNAN COMPANIES I 2856 7434 MCDONALD'S CORP 3264 5218 MICROSOFT CORP 4927 19811 NEXTERA ENERGY, INC 1686 2437 NOVARTIS AG ADR 4135 5255 PROCTER GAMBLE CO 4662 7041 RAYTHEON TECHNOLOGIES CORP 1712 3124 REPUBLIC SVCS INC 1496 4024 TEXAS INSTRUMENTS INC 1637 2813 THE COCA-COLA CO 4137 5417 UNION PACIFIC 3115 4333 117955 118005 Administrative Fees 6140 6140 State or Local Filing Fees 25 25 Federal Tax Refund 4271 Investment Management Services 6401 6401 990-PF Excise Tax for 2023 815 Foreign Tax Paid 69 69