2025-10-16T18:39:29-04:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 920307072 The Rich and Alison Rao Family Foundation % Foundation Source RICH 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Alison Rao President 8008391754 2025-10-07 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 1055798 X 303452 9125 9125 15894 15894 -1 398418 27 328470 25046 0 546 0 0 546 563 563 427 27 15946 15946 17482 590 0 16492 38000 38000 55482 590 0 54492 272988 24456 0 225977 199174 199174 266000 240687 242597 225620 529004 592355 21720 21672 717597 990585 1055798 0 0 X 717597 990585 717597 990585 717597 990585 717597 272988 990585 990585 Publicly-traded Securities 398418 398391 27 27 27 340 340 340 57 0 300 357 17 17 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 true false false true false false false false Alison Rao Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Richard J Rao Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas 1.0 0 0 0 621541 199874 0 821415 0 821415 12321 809094 40455 40455 340 340 40115 40115 40115 54492 0 0 0 0 54492 40115 8807 54492 8807 40115 5570 5570 0 5570 5570 Alison Rao Richard J Rao X CHEMISTRY RX 950 HENDERSON BLVD FOLCROFT PA 19032 N/A NC Expenditure Responsibility Grant 35000 THE KINGS ACADEMY 562 N BRITTON AVE SUNNYVALE CA 94085 N/A PC The Knights Annual Fund 3000 38000 14 9125 14 15894 18 -1 25018 25018 false false false false false false false false false false X X 1 Rao Richard J 206 Coronado Ave Los Altos CA 94022 303452 X 1 NVENT ELECTRIC PLC NVT, 500 sh. 27865 2024-01-16 1 MERCK & CO INC MRK, 76 sh. 9535 2024-03-26 1 PHILLIPS 66 PSX, 3 sh. 470 2024-03-26 1 BROADCOM INC AVGO, 1 sh. 1355 2024-03-26 1 ABBVIE INC ABBV, 12 sh. 2149 2024-03-26 1 MICROSOFT CORP MSFT, 11 sh. 4660 2024-03-26 1 MARSH AND MCLENNAN COMPANIES INC MMC, 29 sh. 5909 2024-03-26 1 MCDONALD'S CORP MCD, 17 sh. 4731 2024-03-26 1 KINDER MORGAN INC KMI, 36 sh. 647 2024-03-26 1 TRAVELERS COMPANIES INC TRV, 11 sh. 2482 2024-03-26 1 TRAVELERS COMPANIES INC TRV, 12 sh. 2901 2024-12-24 1 PUBLIC SVC ENTERPRISE GROUP INC PEG, 10 sh. 854 2024-12-24 1 METLIFE INC MET, 20 sh. 1639 2024-12-24 1 ABBOTT LABS ABT, 20 sh. 2284 2024-12-24 1 LOEWS CORP L, 5 sh. 420 2024-12-24 1 SEMPRA ENERGY COM SRE, 12 sh. 1048 2024-12-24 1 FREEPORT-MCMORAN COPPER & GOLD INC FCX, 5 sh. 196 2024-12-24 1 CINTAS CRP CTAS, 4 sh. 750 2024-12-24 1 AMAZON COM AMZN, 44 sh. 10016 2024-12-24 1 MARRIOTT INTERNATIONAL INC. 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ROWE PRICE GROUP TROW, 5 sh. 581 2024-12-24 1 COMERICA INC CMA, 5 sh. 310 2024-12-24 1 NORTHERN TRUST CORPORATION NTRS, 5 sh. 516 2024-12-24 1 RESMED INC RMD, 1 sh. 231 2024-12-24 1 SYNOPSYS, INC SNPS, 1 sh. 496 2024-12-24 1 SALESFORCE.COM CRM, 5 sh. 1714 2024-12-24 1 AUTODESK, INC ADSK, 1 sh. 299 2024-12-24 1 PACCAR INC PCAR, 5 sh. 523 2024-12-24 1 FASTENAL COMPANY FAST, 26 sh. 1942 2024-12-24 1 WILLIAMS COS WMB, 7 sh. 380 2024-12-24 1 WILLIAMS COS WMB, 93 sh. 5049 2024-12-24 1 VULCAN MATERIALS CO VMC, 1 sh. 263 2024-12-24 1 SOUTHERN CO SO, 10 sh. 829 2024-12-24 1 POOL CORP POOL, 1 sh. 349 2024-12-24 1 ROSS STORES, INC ROST, 3 sh. 449 2024-12-24 1 COGNIZANT TECHNOLOGY SOLUTIONS CORP CTSH, 5 sh. 395 2024-12-24 1 NVIDIA CORP NVDA, 60 sh. 8417 2024-12-24 1 DIGITAL RLTY TR INC DLR, 5 sh. 896 2024-12-24 1 CADENCE DESIGN SYSTEMS INC CDNS, 1 sh. 306 2024-12-24 1 NETFLIX INC NFLX, 1 sh. 924 2024-12-24 1 NASDAQ OMX GROUP NDAQ, 5 sh. 392 2024-12-24 1 INTUITIVE SURGICAL ISRG, 1 sh. 532 2024-12-24 1 INTERCONTINENTAL EXCHANGE, INC ICE, 4 sh. 600 2024-12-24 1 VERTEX PHARMCTLS INC VRTX, 1 sh. 406 2024-12-24 1 EXTRA SPACE STORAGE EXR, 2 sh. 296 2024-12-24 1 MASTERCARD INC MA, 2 sh. 1064 2024-12-24 1 CMS ENERGY CP CMS, 5 sh. 333 2024-12-24 1 INSULET CORPORATION PODD, 1 sh. 263 2024-12-24 1 MONOLITHIC POWER SYSTEMS, INC MPWR, 1 sh. 618 2024-12-24 1 MSCI INC MSCI, 1 sh. 605 2024-12-24 1 PHILIP MORRIS INTL PM, 5 sh. 617 2024-12-24 1 NXP SEMICONDUCTORS NXPI, 1 sh. 214 2024-12-24 1 TESLA MOTORS INC TSLA, 14 sh. 6285 2024-12-24 1 MOTOROLA SOLUTIONS INC MSI, 1 sh. 470 2024-12-24 1 XYLEM INC XYL, 5 sh. 589 2024-12-24 1 PHILLIPS 66 PSX, 14 sh. 1550 2024-12-24 1 AMERICAN ELECTRIC POWER INC AEP, 15 sh. 1390 2024-12-24 1 FIRST ENERGY CORP FE, 5 sh. 199 2024-12-24 1 WALT DISNEY HOLDINGS CO DIS, 10 sh. 1120 2024-12-24 1 CARNIVAL CORP CCL, 10 sh. 257 2024-12-24 1 HOME DEPOT INC HD, 5 sh. 1967 2024-12-24 1 CHARLES SCHWAB CORP SCHW, 15 sh. 1117 2024-12-24 1 HONEYWELL INTL HON, 4 sh. 910 2024-12-24 1 AT&T, INC T, 40 sh. 915 2024-12-24 1 AMERICAN EXPRESS CO AXP, 6 sh. 1805 2024-12-24 1 PROCTER GAMBLE CO PG, 45 sh. 7574 2024-12-24 1 APPLIED MATERIALS INC AMAT, 9 sh. 1510 2024-12-24 1 LOCKHEED MARTIN CORP LMT, 1 sh. 486 2024-12-24 1 US BANCORP USB, 60 sh. 2912 2024-12-24 1 CHARLES RIV LABORATORIES INTL INC CRL, 3 sh. 556 2024-12-24 1 MCKESSON CORP MCK, 1 sh. 577 2024-12-24 1 KINDER MORGAN INC KMI, 46 sh. 1251 2024-12-24 1 MARSH AND MCLENNAN COMPANIES INC MMC, 2 sh. 425 2024-12-24 1 CENCORA INC COR, 1 sh. 228 2024-12-24 1 HCA INC HCA, 1 sh. 303 2024-12-24 1 VERIZON COMMUNICATIONS VZ, 30 sh. 1191 2024-12-24 1 CORNING INC GLW, 5 sh. 237 2024-12-24 1 PRUDENTIAL FINCL INC PRU, 5 sh. 594 2024-12-24 1 THE COCA-COLA CO KO, 30 sh. 1873 2024-12-24 1 AMER INTERNATIONAL GROUP INC AIG, 5 sh. 363 2024-12-24 1 AUTOMATIC DATA PROCESSING INC ADP, 1 sh. 295 2024-12-24 1 MICROSOFT CORP MSFT, 24 sh. 10485 2024-12-24 1 JP MORGAN CHASE JPM, 10 sh. 2408 2024-12-24 1 GENERAL ELECTRIC CO GE, 10 sh. 1702 2024-12-24 1 AMGEN INC AMGN, 5 sh. 1315 2024-12-24 1 EXXON MOBIL CORP XOM, 13 sh. 1384 2024-12-24 1 CISCO SYSTEMS INC CSCO, 20 sh. 1187 2024-12-24 1 BANK NEW YORK MELLON CORP COM BK, 5 sh. 389 2024-12-24 1 WELLS FARGO & CO WFC, 15 sh. 1066 2024-12-24 1 WASTE MANAGEMENT INC WM, 3 sh. 612 2024-12-24 1 SYSCO CORP SYY, 5 sh. 385 2024-12-24 1 ABBVIE INC ABBV, 42 sh. 7518 2024-12-24 1 SERVICE NOW NOW, 2 sh. 2197 2024-12-24 1 ZOETIS INC ZTS, 3 sh. 492 2024-12-24 1 T-MOBILE US INC TMUS, 4 sh. 890 2024-12-24 1 FISERV, INC FI, 4 sh. 831 2024-12-24 1 DIAMONDBACK ENERGY INC FANG, 1 sh. 157 2024-12-24 1 SYNCHRONY FINANCIAL SYF, 5 sh. 331 2024-12-24 1 ALPHABET INC CL A GOOGL, 51 sh. 9942 2024-12-24 1 CHUBB LIMITED CB, 4 sh. 1102 2024-12-24 1 S&P GLOBAL INC COM SPGI, 2 sh. 1003 2024-12-24 1 JOHNSON CONTROLS INTERNATIONAL PLC JCI, 10 sh. 805 2024-12-24 1 INVITATION HOMES INC. 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WELL, 5 sh. 630 2024-12-24 1 BROADCOM INC AVGO, 80 sh. 19001 2024-12-24 1 META PLATFORMS INC META, 1 sh. 604 2024-12-24 1 INTERNATIONAL BUSINESS MACHINES IBM, 6 sh. 1338 2024-12-24 1 QUALCOMM INC QCOM, 10 sh. 1585 2024-12-24 1 CATERPILLAR INC CAT, 5 sh. 1826 2024-12-24 1 GEN DYNAMICS CP GD, 3 sh. 794 2024-12-24 1 CIGNA CORPORATION CI, 2 sh. 558 2024-12-24 1 L3HARRIS TECHNOLOGIES LHX, 2 sh. 425 2024-12-24 1 THE BLACKSTONE GROUP INC CL A BX, 5 sh. 872 2024-12-24 1 AON PLC CL A AON, 1 sh. 359 2024-12-24 1 RAYTHEON TECHNOLOGIES CORP RTX, 10 sh. 1164 2024-12-24 1 OTIS WORLDWIDE CORP OTIS, 5 sh. 467 2024-12-24 1 CARRIER GLOBAL CARR, 10 sh. 690 2024-12-24 1 AXON ENTERPRISE AXON, 1 sh. 625 2024-12-24 1 GEN DIGITAL ORD SHS GEN, 5 sh. 139 2024-12-24 1 GE HEALTHCARE TECHNOLOGIES INC GEHC, 5 sh. 396 2024-12-24 1 GE VERNOVA GEV, 2 sh. 692 2024-12-24 CHEMISTRY RX 950 HENDERSON BLVD FOLCROFT PA 19032 2024-03-13 35000 increase access to the drug "quinacrine" for patients diagnosed with acute autoimmune disease NO EXPECTED IN 2025 none necessary US TREASURY NOTE - 1.250% - 05 21720 21672 ABBOTT LABS 2284 2262 ABBVIE INC 18397 19547 ACCENTURE PLC 1441 1407 ADOBE SYSTEMS, INC 1797 1334 ADVANCED MICRO DEVICES INC 1419 1208 AFLAC INC 380 517 AIR PRODS & CHEM INC 921 870 ALEXANDRIA REAL ESTATE EQUITIE 493 488 ALIGN TECHNOLOGY, INC 273 209 ALLSTATE CORP 136 193 ALPHABET INC CL A 12626 13251 AMAZON COM 12319 12944 AMER INTERNATIONAL GROUP INC 363 364 AMERICAN ELECTRIC POWER INC 1866 1845 AMERICAN EXPRESS CO 1966 2374 AMERICAN TOWER REIT INC 735 734 AMERIPRISE FINANCIAL INC 1133 1597 AMGEN INC 2099 2085 AMPHENOL CORPORATION 1310 2084 ANALOG DEVICES INC 1443 1487 ANSYS INC 359 337 AON PLC CL A 359 359 APPLE INC 24813 27044 APPLIED MATERIALS INC 1510 1464 ARCHER DANIELS MDLND 463 253 ARISTA NETWORKS 704 1768 ASSURANT INC 214 213 AT&T, INC 915 911 ATMOS ENERGY CORP 113 139 AUTODESK, INC 506 591 AUTOMATIC DATA PROCESSING INC 1050 1171 AVALONBAY CMNTYS INC 222 220 AXON ENTERPRISE 625 594 BAKER HUGHES COMPANY 146 205 BANK NEW YORK MELLON CORP COM 389 384 BERKSHIRE HATHAWAY INC. CLASS 5491 6346 BIOGEN INC 272 153 BOEING CO 40 708 BOSTON SCIENTIFIC 2829 2680 BRISTOL-MYERS SQUIBB CO 1074 848 BROADCOM INC 32320 53322 CADENCE DESIGN SYSTEMS INC 306 300 CARNIVAL CORP 257 249 CARRIER GLOBAL 690 683 CATERPILLAR INC 2120 2177 CBRE GROUP 462 656 CDW CORP 407 348 CELANESE CORPORATION 784 346 CENCORA INC 393 449 CENTERPOINT ENERGY 151 159 CHARLES RIV LABORATORIES INTL 556 554 CHARLES SCHWAB CORP 1117 1110 CHEVRON CORP 8226 6663 CHUBB LIMITED 1102 1105 CHURCH & DWIGHT 921 1047 CIGNA CORPORATION 1217 1105 CINTAS CRP 1240 1462 CISCO SYSTEMS INC 3329 3552 CITIZENS FINANCIAL GROUP, INC 874 875 CME GROUP, INC 478 464 CMS ENERGY CP 333 333 COGNIZANT TECHNOLOGY SOLUTIONS 395 385 COLGATE-PALMOLIVE COMPANY 1381 1364 COMCAST CORP 1095 938 COMERICA INC 310 309 CONOCOPHILLIPS 1273 1091 CONSTELLATION ENERGY GROUP INC 947 1566 COPART INC 587 574 CORNING INC 237 238 CORTEVA INC 294 285 COSTCO WHOLESALE CORPORATION 2857 2749 COTERRA ENERGY INC 122 128 CSX CORP 810 807 CUMMINS INC 476 697 D R HORTON 619 699 DEERE CO 431 424 DELTA AIR LINES INC 222 303 DEVON ENERGY CORPORATION 305 164 DIAMONDBACK ENERGY INC 293 328 DIGITAL RLTY TR INC 896 887 DOORDASH ORD SHS CLASS A 500 839 DOVER CORP 189 188 EATON CORP PLC 12277 14934 ECOLAB INC 239 234 ELECTRONIC ARTS 297 293 ELEVANCE HEALTH INC 511 369 ELI LILLY & CO 22126 27791 EMERSON ELECTRIC CO 1458 1859 EOG RESOURCES INC 644 613 EQUIFAX INC 258 255 EVERSOURCE ENERGYINC 253 172 EXELON CORPORATION 215 188 EXTRA SPACE STORAGE 296 299 EXXON MOBIL CORP 4314 4303 FASTENAL COMPANY 1942 1870 FEDEX CORPORATION 288 563 FIFTH THIRD BANCORP 1500 1480 FIRST ENERGY CORP 199 199 FISERV, INC 831 822 FORTIVE CORPORATION 395 375 FREEPORT-MCMORAN COPPER & GOLD 403 381 GALLAGHER ARTHUR J & CO 446 568 GARMIN LTD 128 206 GARTNER INC 446 484 GE HEALTHCARE TECHNOLOGIES INC 396 391 GE VERNOVA 692 658 GEN DIGITAL ORD SHS 139 137 GEN DYNAMICS CP 1289 1317 GENERAL ELECTRIC CO 1702 1668 GENERAL MILLS INC 420 319 GILEAD SCIENCES INC 1845 924 HALLIBURTON COMPANY 389 272 HCA INC 840 900 HILTON WORLDWIDE HOLDINGS, INC 503 494 HOME DEPOT INC 2316 2334 HONEYWELL INTL 1739 1807 HOWMET AEROSPACE ORD SHS 196 547 HUMANA INC 495 254 IDEXX CORP 554 413 ILLINOIS TOOL WORKS 1197 1268 INGERSOLL-RAND INC 680 905 INSULET CORPORATION 263 261 INTEL CORP 442 401 INTERCONTINENTAL EXCHANGE, INC 1106 1192 INTERNATIONAL BUSINESS MACHINE 1338 1319 INTUIT 1282 1257 INTUITIVE SURGICAL 532 522 INVITATION HOMES INC. 162 160 JOHNSON CONTROLS INTERNATIONAL 805 789 JP MORGAN CHASE 5023 6232 KINDER MORGAN INC 2078 2521 KLA TENCOR CORP 1293 1260 KRAFT HEINZ CO 203 154 KROGER CO 246 306 L3HARRIS TECHNOLOGIES 425 421 LANDSTAR SYSTEM 198 172 LENNAR CORP 620 682 LINDE PLC COM 2025 2093 LKQ CORPORATION 268 184 LOCKHEED MARTIN CORP 5827 5831 LOEWS CORP 420 423 LOWES COMPANIES INC 2058 2221 MARATHON PETROLEUM CORP 580 698 MARRIOTT INTERNATIONAL INC. CL 1361 1395 MARSH AND MCLENNAN COMPANIES I 6335 6585 MARTIN MARIETTA MATLS INC 917 1033 MASCO CORP 369 363 MASTERCARD INC 3156 3686 MCDONALD'S CORP 9209 9856 MCKESSON CORP 951 1140 MERCK & CO INC 20693 17608 META PLATFORMS INC 5577 8783 METLIFE INC 2000 2047 MICROCHIP TECHNOLOGY INC 1647 1147 MICRON TECHNOLOGY 890 842 MICROSOFT CORP 28375 30347 MOHAWK INDS INC 596 596 MONDELEZ INTERNATIONAL INC 6723 5854 MONOLITHIC POWER SYSTEMS, INC 618 592 MONSTER BEVERAGE CORP 582 526 MOODYS CORP 478 473 MOTOROLA SOLUTIONS INC 1323 1849 MSCI INC 1151 1200 NASDAQ OMX GROUP 392 387 NETFLIX INC 3180 5348 NEWS CORP LTD CL A 141 138 NEXTERA ENERGY, INC 1377 1362 NIKE INC-CL B 324 227 NORFOLK SOUTHERN CORP 472 469 NORTHERN TRUST CORPORATION 516 513 NORTHROP GRUMMAN CORP 543 469 NUCOR CP 264 233 NVENT ELECTRIC PLC 27864 34079 NVIDIA CORP 14505 25515 NXP SEMICONDUCTORS 214 208 OCCIDENTAL PETROLEUM CORP 312 247 ON SEMICONDUCTOR 955 631 ORACLE CORP 530 833 OTIS WORLDWIDE CORP 467 463 PACCAR INC 1036 1144 PARKER HANNIFIN CP 921 1272 PAYCHEX 702 701 PEPSICO INC 6864 5778 PG & E CORP 1456 202 PHILIP MORRIS INTL 617 602 PHILLIPS 66 4613 4329 PINTEREST INC 128 145 PNC FINANCIAL GROUP INC 579 579 POOL CORP 349 341 PPG INDUSTRIES INC 448 358 PPL CORPORATION 325 325 PRINCIPAL FINANCIAL GROUP 387 387 PROCTER GAMBLE CO 13692 14250 PROGRESSIVE CORP OHIO 1242 1677 PROLOGIS 1598 1268 PRUDENTIAL FINCL INC 594 593 PUBLIC SVC ENTERPRISE GROUP IN 854 845 PULTE GROUP INC 551 545 QUALCOMM INC 1585 1536 RAYMOND JAMES FINANCIAL INC 782 777 RAYTHEON TECHNOLOGIES CORP 2168 2314 REALTY INCOME CORP 1037 961 REGENERON PHARMACEUTICALS INC 846 712 REPUBLIC SVCS INC 203 201 RESMED INC 231 229 ROCKWELL AUTOMATION INC 888 857 ROSS STORES, INC 449 454 ROYAL CARRIBEAN CRUISE 511 1153 S&P GLOBAL INC COM 1440 1494 SALESFORCE.COM 2246 2340 SCHLUMBERGER LTD 530 383 SEAGATE TECHNOLOGY HOLDINGS PL 428 432 SEMPRA ENERGY COM 2120 2281 SERVICE NOW 2197 2120 SHERWIN-WILLIAMS CO 344 340 SIMON PPTY GROUP INC 860 861 SL GREEN REALTY CORP 339 340 SOUTHERN CO 829 823 STARBUCKS CORP COM 2465 2281 STRYKER CORPORATION 1106 1080 SYNCHRONY FINANCIAL 331 325 SYNOPSYS, INC 1353 1456 SYSCO CORP 385 382 T-MOBILE US INC 1321 1545 T. ROWE PRICE GROUP 581 565 TAKE-TWO INTERACTIVE SOFTWARE 185 184 TE CONNECTIVITY LTD 847 858 TERADYNE INC 547 630 TESLA MOTORS INC 6285 5654 THE BLACKSTONE GROUP INC CL A 872 862 THE COCA-COLA CO 3144 3113 TJX COMPANIES INC 2337 3020 TRAVELERS COMPANIES INC 6130 6504 UNION PACIFIC 913 912 UNITED RENTALS INC 969 1409 UNITEDHEALTH GROUP INC 3020 3035 US BANCORP 2912 2870 VALERO ENERGY CORP 633 613 VERISK ANALYTICS, INC 702 826 VERIZON COMMUNICATIONS 1191 1200 VERTEX PHARMCTLS INC 1042 1208 VIATRIS ORD SHS 107 125 VISA INC 3450 4109 VULCAN MATERIALS CO 263 257 WAL-MART STORES INC 2849 4879 WALT DISNEY HOLDINGS CO 1120 1114 WASTE MANAGEMENT INC 612 605 WATERS CORP 370 371 WELLS FARGO & CO 1066 1054 WELLTOWER INC. 630 630 WEYERHAEUSER CO 518 422 WILLIAMS COS 6121 6494 WILLIS TOWERS WATSON 481 626 XYLEM INC 589 580 ZOETIS INC 492 489 240687 242597 Document Review/Drafting 546 546 Administrative Fees 15921 15921 State or Local Filing Fees 25 25 Investment Management Services 563 563 990-PF Extension for 2023 400 Foreign Tax Paid 27 27