2025-10-23T06:38:25-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 883266151 Vernon Family Charitable Foundation Inc % Foundation Source VERN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Lauren Vernon President 8008391754 2025-10-10 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 1231657 X 396937 2246 2246 22040 22040 61852 771823 256344 483075 280630 0 9689 9689 1304 4 11639 11639 22632 9693 11639 52500 52500 75132 9693 64139 407943 270937 0 62080 105863 105863 699224 1063384 1125794 761304 1169247 1231657 0 0 X 761304 1169247 761304 1169247 761304 1169247 761304 407943 1169247 1169247 Publicly-traded Securities 771823 515479 256344 256344 256344 3766 3766 3766 1341 0 2300 3641 X 9 134 false false false false true false false true true FL true false true 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 Ira Vernon Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Lauren Vernon Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 Paula Vernon Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Penny Vernon Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 941869 62304 0 1004173 0 1004173 15063 989110 49456 49456 3766 3766 45690 45690 45690 64139 0 0 0 0 64139 45690 19762 64139 19762 44377 0 0 1313 0 0 Ira Vernon Lauren Vernon Paula Vernon Penny Vernon X BROWARD PARTNERSHIP FOR THE HOMELESS INC 920 NW 7TH AVE FT LAUDERDALE FL 33311 N/A PC General & Unrestricted 2500 BROWARD PERFORMING ARTS FOUNDATION INC 201 SW 5TH AVE FT LAUDERDALE FL 33312 N/A PC General & Unrestricted 2500 CHILDRENS DIAGNOSTIC & TREATMENT CENTER INC 1401 S FEDERAL HWY FT LAUDERDALE FL 33316 N/A PC Charitable Event 10000 FLAMINGO GARDENS INC 3750 S FLAMINGO RD DAVIE FL 33330 N/A PC General & Unrestricted 2500 FUNDING ARTS BROWARD INC 1350 E SUNRISE BLVD STE 110 FT LAUDERDALE FL 33304 N/A PC General & Unrestricted 2500 JOE DIMAGGIO CHILDRENS HOSPITAL FOUNDATION INC 3329 JOHNSON ST HOLLYWOOD FL 33021 N/A PC General & Unrestricted 2500 LADY LUCK ANIMAL RESCUE INC 2091 NE 36TH ST 5892 LIGHTHOUSE POINT FL 33074 N/A PC General & Unrestricted 2500 UNITED JEWISH COMMUNITY OF BROWARD COUNTY INC 5890 S PINE ISLAND ROAD DAVIE FL 33328 N/A PC Jewish and Family Care Options (JAFCO) Fund 5000 UNITED JEWISH COMMUNITY OF BROWARD COUNTY INC 5890 S PINE ISLAND ROAD DAVIE FL 33328 N/A PC Friendship Circle Fund 5000 UNITED JEWISH COMMUNITY OF BROWARD COUNTY INC 5890 S PINE ISLAND ROAD DAVIE FL 33328 N/A PC Giborim Fund 10000 UNITED JEWISH COMMUNITY OF BROWARD COUNTY INC 5890 S PINE ISLAND ROAD DAVIE FL 33328 N/A PC Holocaust Survivor Initiative 5000 WORLD AIDS MUSEUM INCORPORATED 1350 E SUNRISE BLVD STE 109 FORT LAUDERDALE FL 33304 N/A PC General & Unrestricted 2500 52500 14 2246 14 22040 18 61852 86138 86138 false false false false false false false false false false X X 1 Vernon Lauren 13111 SW 44th Street Davie FL 33330 95945 X 2 Vernon Paula 1254 NW 140 Ter Pembroke Pines FL 33028 100865 X 3 Vernon Penny 9504 Sea Turtle Drive Plantation FL 33324 200126 X 1 ELI LILLY & CO LLY, 20 sh. 14584 2024-04-26 1 BROADCOM INC AVGO, 14 sh. 18613 2024-04-26 1 TECHNOLOGY SPDR XLK, 314 sh. 62748 2024-04-26 2 MCDONALD'S CORP MCD, 100 sh. 25790 2024-06-27 2 BANK OF AMERICA CORP BAC, 600 sh. 23307 2024-06-27 2 APPLE INC AAPL, 111 sh. 23759 2024-06-27 2 NINTENDO CO LTD ADR UNSPON NTDOY, 750 sh. 10024 2024-06-27 2 BP PLC SPONSORED ADR BP, 500 sh. 17985 2024-06-27 3 THE BLACKSTONE GROUP INC CL A BX, 213 sh. 37747 2024-11-08 3 THE BLACKSTONE GROUP INC CL A BX, 41 sh. 7266 2024-11-08 3 ARES MANAGEMENT CORPORATION ARES, 85 sh. 14420 2024-11-08 3 DAVITA HEALTHCARE PARTNERS INC DVA, 6 sh. 903 2024-11-08 3 L'OREAL ADR LRLCY, 18 sh. 1296 2024-11-08 3 TESLA MOTORS INC TSLA, 39 sh. 12214 2024-11-08 3 ABBVIE INC ABBV, 28 sh. 5619 2024-11-08 3 SERVICE NOW NOW, 5 sh. 5062 2024-11-08 3 ALPHABET INC CL C GOOG, 35 sh. 6334 2024-11-08 3 SHOPIFY INC SHOP, 213 sh. 18372 2024-11-08 3 BOOKING HOLDINGS INC BKNG, 1 sh. 4949 2024-11-08 3 EXXON MOBIL CORP XOM, 183 sh. 22059 2024-11-08 3 MARSH AND MCLENNAN COMPANIES INC MMC, 45 sh. 10140 2024-11-08 3 WAL-MART STORES INC WMT, 225 sh. 19086 2024-11-08 3 DANAHER CORP DHR, 24 sh. 5895 2024-11-08 3 HOME DEPOT INC HD, 36 sh. 14557 2024-11-08 3 MARRIOTT INTERNATIONAL INC. CL A MAR, 15 sh. 4200 2024-11-08 3 SNAP ON INC SNA, 15 sh. 5359 2024-11-08 3 STARBUCKS CORP COM SBUX, 48 sh. 4648 2024-11-08 ABBVIE INC 7200 8174 ACCENTURE PLC 940 1055 ADOBE SYSTEMS, INC 1609 1334 AGILENT TECHNOLOGIES INC 1766 1881 AIR PRODS & CHEM INC 5249 5221 ALPHABET INC CL A 6060 6626 ALPHABET INC CL C 7457 8760 AMAZON COM 12298 14260 AMERICAN TOWER REIT INC 3796 3118 AMPHENOL CORPORATION 2469 3542 AON PLC CL A 967 1077 APPLE INC 12405 13272 AUTOMATIC DATA PROCESSING INC 4029 4684 BALL CP 959 882 BROADCOM INC 10740 18084 CHEVRON CORP 5053 4635 CHUBB LIMITED 12680 12710 CISCO SYSTEMS INC 1143 1243 CME GROUP, INC 2846 3019 COMMUNICATION SVCS SLCT SCTR S 10803 13553 CONSUMER DISCRETIONARY SELECT 11441 14358 CONSUMER STAPLES SELECT SECTOR 12929 13285 CORNING INC 1879 2614 COSTCO WHOLESALE CORPORATION 859 916 CROWN CASTLE INTL 1131 998 DANAHER CORP 5602 5509 DELL TECHNOLOGIES INC CLASS C 2572 3227 DOLLAR GENERAL CORP 541 303 EATON CORP PLC 4073 5310 ECOLAB INC 2725 3280 ELECTRONIC ARTS 990 1024 ELI LILLY & CO 7607 9264 EQUIFAX INC 753 765 ESTEE LAUDER COMPANIES INC 1127 825 EXXON MOBIL CORP 2492 2367 FASTENAL COMPANY 1066 1294 FIDELITY MSCI CONSUMER DIRECT 6721 7797 FIDELITY MSCI INFORMATION TECH 21948 23850 FINANCIAL SELECT SECTOR SPDR F 28819 31993 FISERV, INC 1466 2260 GARTNER INC 3734 4360 GEN DYNAMICS CP 1708 1581 GOLDMAN SACHS GROUP 12818 13743 GRANITESHARES GOLD TRUST 6967 8492 HOME DEPOT INC 4722 5446 HP INC 1994 1762 IDEX CP 1533 1465 IDEXX CORP 1912 1654 ILLINOIS TOOL WORKS 2200 2282 INTERCONTINENTAL EXCHANGE, INC 1928 2384 INTUIT 3924 4400 INTUITIVE SURGICAL 701 1044 ISHARE MSCI EMU INDX 5040 5003 ISHARES 20+ YR TREAS BD 18943 17903 ISHARES BARCLAYS 10-20 YEAR TR 19602 18813 ISHARES BARCLAYS 3-7 YEAR TREA 30988 31199 ISHARES DJ US BDIF 5656 6773 ISHARES EDGE MSCI INTL QUALITY 8522 8575 ISHARES GLOBAL INDUSTRIALS 7850 8191 ISHARES MSCI EMERGING MARKETS 25334 24675 ISHARES S&P GLOBAL HEALTHCARE 8688 8597 ISHARES S&P GSTI SOF 2977 3004 ISHARES TRUST CORE MSCI EUROPE 4576 4588 ISHARESLEHMAN 7-10YR 16341 16179 JANUS HENDERSON B BBB CLO ETF 7066 7079 JANUS HENDERSON MORTGAGEBACKED 38461 38215 JOHNSON & JOHNSON 3528 3326 JP MORGAN CHASE 16820 18697 JPMORGAN BETABUILDERS CANADA E 5467 5859 KEURIG DR PEPPER INC 2414 2313 KINDER MORGAN INC 1164 1808 LINDE PLC COM 2766 2931 LOCKHEED MARTIN CORP 2742 2916 MARSH AND MCLENNAN COMPANIES I 10011 10196 MASTERCARD INC 16018 18957 MCDONALD'S CORP 5997 6088 MEDTRONIC PLC 11314 10864 MERCK & CO INC 19752 18006 META PLATFORMS INC 11757 12296 MICROSOFT CORP 21743 23604 MONDELEZ INTERNATIONAL INC 7428 6331 MOODYS CORP 1057 1420 MSCI INC 957 1200 NEXTERA ENERGY, INC 5473 5664 NIKE INC-CL B 1189 1059 NVIDIA CORP 4443 6043 O'REILLY AUTOMOTIVE INC 934 1186 ONEOK INC 1653 2008 PAYCHEX 2382 2804 PAYPAL HOLDINGS, INC 1314 1536 PEPSICO INC 18675 16575 PHILLIPS 66 3008 2734 PNC FINANCIAL GROUP INC 4331 5978 PPL CORPORATION 2546 2694 PROCTER GAMBLE CO 6444 6874 PROLOGIS 1825 1586 QUADRATIC INTEREST RATE VOLATI 7099 6369 QUALCOMM INC 7094 7681 RAYTHEON TECHNOLOGIES CORP 1206 1504 REALTY INCOME CORP 3294 3044 S&P GLOBAL INC COM 3591 4482 SALESFORCE.COM 12394 13708 SELECT SECTOR SPDR ENERGY FUND 4614 4283 SELECT SECTOR SPDR-HEALTH CARE 25591 25313 SEMPRA ENERGY COM 3336 4035 SPDR BARCLAYS CAPITAL 1-3 MONT 1464 1463 SPDR PORTFOLIO SHORT TERM TREA 39617 39424 SPDR PORTFOLIO SMALL CAP ETF 9518 10511 SPDR S&P DIVIDEND ETF 10627 11229 STARBUCKS CORP COM 2467 2373 T-MOBILE US INC 11175 12582 TE CONNECTIVITY LTD 1155 1144 TECHNOLOGY SPDR 27265 30228 TEXAS INSTRUMENTS INC 15817 15563 THERMO FISHER SCIENTIFIC INC 16899 16127 TJX COMPANIES INC 15514 18001 TRAVELERS COMPANIES INC 5099 6263 UNITED PARCEL SERVICE 1149 883 UNITEDHEALTH GROUP INC 10810 10623 VANGUARD FTSE ALL-WORLD EX-US 22383 22792 VANGUARD FTSE PACIFIC ETF 27267 27350 VANGUARD INTERMEDIATE TERM COR 12658 12923 VANGUARD SHORT TERM CORPORATE 25086 25119 VANGUARD VALUE ETF 25439 27765 VERALTO CORPORATION 1267 1528 VERISIGN INC 2308 2484 VERISK ANALYTICS, INC 3316 3856 VISA INC 5183 6321 WAL-MART STORES INC 14021 16353 WEC ENERGY GROUP, INC 1928 2069 WELLTOWER INC. 5909 6049 WEST PHARMA SVCS INC 1161 1310 WILLIAMS COS 5664 7577 XYLEM INC 2494 2552 ZOETIS INC 3958 3584 Administrative Fees 11578 11578 State or Local Filing Fees 61 61 Investment Management Services 9689 9689 Dryer Miachel 13111 SW 44TH STREET DAVIE FL 33330 990-PF Estimated Tax for 2024 1300 Foreign Tax Paid 4 4