2025-08-21T13:11:32-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 823154116 Craig and Ana Weatherley Foundation % Foundation Source CRAI 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Ana Weatherley President 8008391754 2025-08-14 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 1942219 X 125068 182 182 43468 43468 81176 249004 137332 249894 180982 0 12593 12593 1145 9434 11 9423 23172 12604 9423 108500 108500 131672 12604 117923 118222 168378 0 57408 66229 66229 1328994 1438395 1875990 1386402 1504624 1942219 0 0 X 1386402 1504624 1386402 1504624 1386402 1504624 1386402 118222 1504624 1504624 Publicly-traded Securities 249004 111672 137332 137332 137332 2340 2340 2340 600 0 1800 2400 X 0 60 60 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 Ana Weatherley Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Treas 1.0 0 0 0 Craig Weatherley Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP, Sec 1.0 0 0 0 1812053 36529 0 1848582 0 1848582 27729 1820853 91043 91043 2340 2340 88703 88703 88703 117923 0 0 0 0 117923 88703 78074 117923 78074 39849 0 0 48854 0 0 Ana Weatherley Craig Weatherley X BAYSIDE COMMUNITY CHURCH OF SARASOTA INC 15800 FLORIDA 64 BRADENTON FL 34212 N/A PC General & Unrestricted 15000 DARTMOUTH NATURAL RESOURCES TRUST 318 CHASE RD DARTMOUTH MA 02747 N/A PC General & Unrestricted 500 GULF COAST COMMUNITY FOUNDATION INC 601 TAMIAMI TRL S VENICE FL 34285 N/A PC The Weatherley Fund 50000 NEW BEDFORD YACHT CLUB FOUNDATION INC 208 ELM ST DARTMOUTH MA 02748 N/A PC General & Unrestricted 500 NEW LIFE SOUTH COAST INC 1331 COVE RD NEW BEDFORD MA 02744 N/A PC General & Unrestricted 5000 RESILIENT RETREAT INC 3500 JOURNEY LN SARASOTA FL 34240 N/A PC General & Unrestricted 25000 SARASOTA MEMORIAL HEALTHCARE FOUNDATION 1515 S OSPREY AVE STE B4 SARASOTA FL 34239 N/A PC Charitable Event 2500 THE BAY PARK CONSERVANCY INC 655 N TAMIAMI TRL SARASOTA FL 34236 N/A PC General & Unrestricted 10000 108500 14 182 14 43468 18 81176 124826 124826 false false false false false false false false false false X X 1 Weatherley Craig 990 Blvd of the Arts Sarasota FL 34236 125068 X 1 AMAZON COM AMZN, 174 sh. 32697 2024-10-31 1 APPLE INC AAPL, 68 sh. 15477 2024-10-31 1 MICROSOFT CORP MSFT, 104 sh. 42768 2024-10-31 1 NVIDIA CORP NVDA, 140 sh. 18880 2024-10-31 1 UNITEDHEALTH GROUP INC UNH, 27 sh. 15246 2024-10-31 ABBOTT LABS 16385 17080 ADOBE SYSTEMS, INC 22739 20900 ALPHABET INC CL A 24785 50353 ALPHABET INC CL C 21692 47420 AMAZON COM 70686 94337 AMERICAN TOWER REIT INC 15006 12105 ANALOG DEVICES INC 8764 11685 APPLE INC 50454 79132 ASTRAZENECA 18511 22342 AT INCOME OPPORTUNITIES FUND I 249735 320359 AT MID CAP EQUITY FUND INSTITU 91629 106258 AUTOMATIC DATA PROCESSING INC 5464 9953 BLACKROCK INC 10226 14352 CHENIERE ENERGY INC 3462 5157 CHEVRON CORP 6892 10573 CIBC ATLAS INTERNATIONAL GROWT 86340 100342 CISCO SYSTEMS INC 17153 22555 CME GROUP, INC 12198 13702 CONOCOPHILLIPS 12050 12000 DANAHER CORP 14326 15839 ELEVANCE HEALTH INC 9325 8116 EXXON MOBIL CORP 12609 21944 FIDELITY NATIONAL INFORMATION 18193 14781 FISERV, INC 12252 23418 HOME DEPOT INC 13175 18283 HONEYWELL INTL 13763 14683 INTERCONTINENTAL EXCHANGE, INC 14859 20116 IQVIA HOLDINGS INC 18404 15917 JP MORGAN CHASE 13043 22533 LINDE PLC COM 10882 16747 MARTIN MARIETTA MATLS INC 8643 12913 MCDONALD'S CORP 16745 17104 META PLATFORMS INC 11730 14638 MICROSOFT CORP 75820 108746 MONDELEZ INTERNATIONAL INC 9461 9736 MONSTER BEVERAGE CORP 13766 13823 NEXTERA ENERGY, INC 14677 14266 NVIDIA CORP 45449 84065 O'REILLY AUTOMOTIVE INC 5988 7115 OTIS WORLDWIDE CORP 11205 15744 PEPSICO INC 14099 14446 PNC FINANCIAL GROUP INC 11613 13692 PROLOGIS 15444 14270 QUALCOMM INC 21565 20892 RAYTHEON TECHNOLOGIES CORP 11521 18862 ROPER INDUSTRIES 12340 15076 S&P GLOBAL INC COM 9868 13945 SALESFORCE.COM 24130 35105 STRYKER CORPORATION 7460 11882 T-MOBILE US INC 4951 10154 TE CONNECTIVITY LTD 18606 19730 THE BLACKSTONE GROUP INC CL A 9086 24484 THERMO FISHER SCIENTIFIC INC 14225 15607 TJX COMPANIES INC 8452 15705 UNION PACIFIC 17243 18471 UNITEDHEALTH GROUP INC 27754 37940 US BANCORP 13900 13488 VICI PROPERTIES INC 8004 7595 VISA INC 30511 46458 WALT DISNEY HOLDINGS CO 22935 19820 WEC ENERGY GROUP, INC 5217 5454 WORKDAY INC 13659 14450 ZOETIS INC 7326 7332 Administrative Fees 9398 9398 Bank Charges 11 11 State or Local Filing Fees 25 25 Investment Management Services 12593 12593 990-PF Estimated Tax for 2024 600 990-PF Excise Tax for 2023 545