2025-08-13T09:13:18-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 462495320 Elizabeth and Joseph Massoud Family Foundation % Foundation Source ELIZ 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Ihab Massoud President 8008391754 2025-08-08 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 13046113 X 0 X 22344 22344 456637 456637 154704 1202558 378768 633685 857749 0 52174 52174 6400 38955 38955 97529 52174 38955 1497836 1497836 1595365 52174 1536791 -961680 805575 0 698077 705789 705789 10543916 9584524 12340324 11241993 10290313 13046113 0 0 X 11241993 10290313 11241993 10290313 11241993 10290313 11241993 -961680 10000 10290313 10290313 Publicly-traded Securities 1202558 823790 378768 378768 378768 11197 11197 11197 7306 0 3900 11206 X 0 9 9 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 Elizabeth Allman Massoud Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Ihab Joseph Massoud Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec, Treas 1.0 0 0 0 Essex Financial 176 Westbrook Road ESSEX CT 06426 Investment Mgmt 52174 12669648 655117 0 13324765 0 13324765 199871 13124894 656245 656245 11197 11197 645048 10000 655048 655048 1536791 0 0 0 0 1536791 655048 556428 688297 1244725 1536791 655048 881743 2126468 0 2126468 556428 688297 881743 Elizabeth Allman Massoud Ihab Joseph Massoud X AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF CONNE 765 ASYLUM AVE HARTFORD CT 06105 N/A PC General & Unrestricted 10000 BETHESDA PROJECT 1630 S ST PHILADELPHIA PA 19146 N/A PC General & Unrestricted 12500 BIG BROTHERS BIG SISTERS OF CONNECTICUT INC 34 SEQUASSEN ST STE 202 HARTFORD CT 06106 N/A PC Charitable Event 10000 BOYS AND GIRLS CLUBS OF MIAMI-DADE INC 2805 SW 32ND AVE MIAMI FL 33133 N/A PC General & Unrestricted 29500 BRIDGEPORT NEIGHBORHOOD TRUST INC 570 STATE ST BRIDGEPORT CT 06604 N/A PC General & Unrestricted 25000 BRIDGEPORT RESCUE MISSION INC 725 PARK AVE BRIDGEPORT CT 06604 N/A PC General & Unrestricted 35000 BRIDGEPORT RESCUE MISSION INC 725 PARK AVE BRIDGEPORT CT 06604 N/A PC Charitable Event 3000 CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC 238 JEWETT AVE BRIDGEPORT CT 06606 N/A PC to support Massoud Family Kitchen 50000 CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC 238 JEWETT AVE BRIDGEPORT CT 06606 N/A PC Thomas Merton Center 5000 CHILDRENS HOSPITAL CORPORATION 401 PARK DR STE 602 BOSTON MA 02215 N/A PC Fellowship program 75000 CHRISTIAN HERALD ASSN INC PO BOX 2000 THE MURRAY HILL STA NEW YORK NY 10156 N/A PC Emergency Fund for South Bronx program 2500 CHRISTIAN HERALD ASSN INC PO BOX 2000 THE MURRAY HILL STA NEW YORK NY 10156 N/A PC Emergency Fund for South Bronx program 7500 CHRISTIAN HERALD ASSN INC PO BOX 2000 THE MURRAY HILL STA NEW YORK NY 10156 N/A PC General & Unrestricted 25000 CITY MISSION PO BOX 11256 WATERBURY CT 06703 N/A PC General & Unrestricted 2000 CLAREMONT-MCKENNA COLLEGE 400 N CLAREMONT BLVD CLAREMONT CA 91711 N/A PC Massoud Family Fund - Massoud Building Naming 642857 CLAREMONT-MCKENNA COLLEGE 400 N CLAREMONT BLVD CLAREMONT CA 91711 N/A PC Vivienne Y. Massoud Memorial Scholarship Fund 71429 COLLABORATION HEALTHCARE CORP 807 SMITH RIDGE RD NEW CANAAN CT 06840 N/A PC Charitable Event 5000 COMMUNITY RESOURCES FOR JUSTICE INC 355 BOYLSTON ST BOSTON MA 02116 N/A PC Charitable Event 5000 CONNECTICUT INSTITUTE FOR REFUGEES AND IMMIGRANTS 670 CLINTON AVE BRIDGEPORT CT 06605 N/A PC Charitable Event 10000 CONNECTICUT INSTITUTE FOR REFUGEES AND IMMIGRANTS 670 CLINTON AVE BRIDGEPORT CT 06605 N/A PC Charitable Event 2650 CONNECTICUT INSTITUTE FOR REFUGEES AND IMMIGRANTS 670 CLINTON AVE BRIDGEPORT CT 06605 N/A PC Charitable Event 5000 COVENANT HOUSE 5 PENN PLZ NEW YORK NY 10001 N/A PC General & Unrestricted 10000 EQUAL JUSTICE INITIATIVE 122 COMMERCE ST MONTGOMERY AL 36104 N/A PC General & Unrestricted 12500 HABITAT FOR HUMANITY OF COASTAL FAIRFIELD COUNTY I 1785 STRATFORD AVE STRATFORD CT 06615 N/A PC sponsorship of Fairfield house 105000 HABITAT FOR HUMANITY OF COASTAL FAIRFIELD COUNTY I 1785 STRATFORD AVE STRATFORD CT 06615 N/A PC Charitable Event 2500 HABITAT FOR HUMANITY OF COASTAL FAIRFIELD COUNTY I 1785 STRATFORD AVE STRATFORD CT 06615 N/A PC Charitable Event 95000 HEART OF DINNER INC 269 S BEVERLY DR STE 338 BEVERLY HILLS CA 90212 N/A PC NY Heart of Dinner program 12500 HOMES WITH HOPE INC 59 MYRTLE AVE WESTPORT CT 06880 N/A PC Charitable Event 30000 INNOCENCE PROJECT INC 40 WORTH ST RM 701 NEW YORK NY 10013 N/A PC General & Unrestricted 12500 LOVE146 INC PO BOX 8266 NEW HAVEN CT 06530 N/A PC Assist with client housing 1400 LOVE146 INC PO BOX 8266 NEW HAVEN CT 06530 N/A PC Charitable Event 5000 MERCY CORPS PO BOX 37800 BOONE IA 50037 N/A PC Palestine / Gaza Relief Efforts 5000 MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED 637 PARK AVE BRIDGEPORT CT 06604 N/A PC Charitable Event 2500 MYOSITIS SUPPORT AND UNDERSTANDING ASSOCIATION 9125 N OLD STATE RD LINCOLN DE 19960 N/A PC General & Unrestricted 10000 OXFAM-AMERICA INC PO BOX 97374 WASHINGTON DC 20090 N/A PC Palestinian Relief efforts 5000 PALESTINE CHILDRENS RELIEF FUND PO BOX 861716 LOS ANGELES CA 90086 N/A PC Charitable Event 10000 PALESTINE CHILDRENS RELIEF FUND PO BOX 861716 LOS ANGELES CA 90086 N/A PC General & Unrestricted 15000 PRESIDENT & FELLOWS OF HARVARD COLLEGE 1350 MASSACHUSETTS AVE RM 371 CAMBRIDGE MA 02138 N/A PC Ihab & Elizabeth Massoud Fellowship Fund at HBS 100000 SEAMENS CHURCH INSTITUTE INC 50 BROADWAY 26TH FL NEW YORK NY 10004 N/A PC General & Unrestricted 15000 THE CHURCH OF SAINT ANTHONY 149 S PINE CREEK RD FAIRFIELD CT 06824 N/A PC Charitable Event 2500 UNITED PALESTINIAN APPEAL INC 1330 NEW HAMPSHIRE AVE NW STE 104 WASHINGTON DC 20036 N/A PC General & Unrestricted 5000 WESTPORT ROTARY CLUB FOUNDATION INC PO BOX 743 WESTPORT CT 06881 N/A PC Charitable Event 5000 WOMENS REFUGEE COMMISSION INC 15 WEST 37TH ST 9TH FLOOR NEW YORK NY 10018 N/A PC General & Unrestricted 2500 1497836 14 22344 14 456637 18 154704 633685 633685 false false false false false false false false false false COMPASS DIVERSIFIED ORD SHS 3384065 4385199 FIDELITY MSCI MATERIALS INDEX 150097 149678 FIRST EAGLE GOLD FUND CLASS I 311853 326140 GRANDEUR PEAK INTL OPPTY INST 279858 212738 HARDING LOEVNER INSTITUTIONAL 123329 114488 ISHARES CORE MSCI EMERGING MAR 168615 156660 ISHARES TR DJ SEL DIVIDEND INX 1205095 1520075 MARKET VECTORS AGRIBUSINESS ET 215285 270984 MARKET VECTORS ETF TRJR GOLD M 164367 189169 MKT VCTR RUSSIA SBI 156315 PIMCO EMERGING LOCAL BOND FUND 275265 221805 PRIMECAP ODYSSEY AGGRESSIVE GR 136703 151774 SPDR GOLD SHARES 379103 502420 SPDR S&P 500 ETF TRUST 99954 277216 SPDR S&P DIVIDEND ETF 306100 528400 SPDR S&P EMERGING MARKETS SMAL 367313 389757 T. ROWE PRICE SMALL-CAP VALUE 263091 265010 TEEKAY CORP 131548 24255 TEEKAY TANKERS CL A 28545 54711 VANGUARD EXT MKT IDX 183491 359062 VANGUARD FTSE EMERGING MARKETS 267418 259836 VANGUARD FTSE EUROPEAN ETF 171705 190410 VANGUARD HEALTH CARE ETF 67734 152214 VANGUARD HIGH DIV YIELD 69630 127590 VANGUARD SMALL-CAP VALUE ETF 151631 247725 VANGUARD TOTAL STOCK MARKET ET 432934 1086788 VANGUARD TOTAL WORLD STK INDEX 93480 176220 Administrative Fees 37615 37615 State or Local Filing Fees 25 25 Website Hosting/Support 1315 1315 RETURNED GRANTS 10000 Investment Management Services 52174 52174 990-PF Estimated Tax for 2024 6400