2025-04-03T07:44:10-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 056141146 MacMahon Family Charitable Foundation % Foundation Source MACM 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Thomas MacMahon Trustee 8008391754 2025-03-27 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 3434496 X 756727 7073 7073 70165 70165 244198 2179288 449075 128 128 1078291 526441 0 19996 19996 3200 19020 8 19012 42216 20004 19012 690000 690000 732216 20004 709012 346075 506437 114702 293662 293662 360409 357117 353961 1612041 1537360 1921989 610835 855923 864884 2697987 3044062 3434496 0 0 X 2697987 3044062 2697987 3044062 2697987 3044062 2697987 346075 3044062 3044062 Publicly-traded Securities 2179288 1730213 449075 449075 449075 7039 7039 7039 4060 0 4060 X 0 2979 false false false false false false false true true NJ true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington CT 198091377 false false false false false false false false false false false false false false false false false false false false false Sarah MacMahon Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Kelly MacMahon Ewing Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Lauren MacMahon Hand Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Thomas P MacMahon Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 2969933 182307 0 3152240 0 3152240 47284 3104956 155248 155248 7039 7039 148209 148209 148209 709012 0 0 0 0 709012 148209 1152134 1221405 1270256 1339115 1286215 6269125 709012 148209 560803 6829928 0 1152134 5677794 1221405 1270256 1339115 1286215 560803 SARAH MACMAHON Thomas P MacMahon X BOSTON COLLEGE 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 N/A PC General & Unrestricted 13000 BOY SCOUTS OF AMERICA 1 SADDLE RD CEDAR KNOLLS NJ 07927 N/A PC General & Unrestricted 2500 CATHOLIC WORLD MISSION INC 30 MANSELL COOURT STE 103 ROSWELL GA 30076 N/A PC General & Unrestricted 500 CHATHAM DAY SCHOOL INC 700 SHUNPIKE RD CHATHAM NJ 07928 N/A PC General & Unrestricted 10000 ELON UNIVERSITY 2600 CAMPUS BOX ELON NC 27244 N/A PC General & Unrestricted 20000 FAIRFIELD UNIVERSITY 1073 N BENSON ROAD FAIRFIELD CT 06824 N/A PC General & Unrestricted 6000 FOUNDATION FOR MORRISTOWN MEDICAL CENTER 475 S ST FIRST FL MORRISTOWN NJ 07960 N/A PC General & Unrestricted 335000 INTERFAITH FOOD PANTRY INC 2 EXECUTIVE DR MORRIS PLAINS NJ 07950 N/A PC General & Unrestricted 5000 KENT PLACE SCHOOL 42 NORWOOD AVE SUMMIT NJ 07901 N/A PC General & Unrestricted 170000 LAFAYETTE COLLEGE 730 HIGH ST 307 MARKEL HALL EASTON PA 18042 N/A PC General & Unrestricted 3000 MORRISTOWN-BEARD SCHOOL 70 WHIPPANY RD MORRISTOWN NJ 07960 N/A PC General & Unrestricted 20000 OPERATION HOLIDAY INC PO BOX 1697 MORRISTOWN NJ 07962 N/A PC General & Unrestricted 2500 PAPER MILL PLAYHOUSE 22 BROOKSIDE DR MILLBURN NJ 07041 N/A PC General & Unrestricted 3000 PINGRY CORPORATION 131 MARTINSVILLE RD BASKING RIDGE NJ 07920 N/A PC General & Unrestricted 10000 SAINT PETERS UNIVERSITY 2641 KENNEDY BLVD JERSEY CITY NJ 07306 N/A PC General & Unrestricted 47500 SAVE BARNEGAT BAY INC 117 HAINES RD TOMS RIVER NJ 08753 N/A PC General & Unrestricted 500 SETON HALL PREPARATORY SCHOOL 170 NORTHFIELD AVE WEST ORANGE NJ 07052 N/A PC General & Unrestricted 25000 SHRINERS HOSPITALS FOR CHILDREN PO BOX 947765 ATLANTA GA 30394 N/A PC General & Unrestricted 5000 ST ANDREWS PRESBYTERIAN COLLEGE 1700 DOGWOOD MILE ST LAURINBURG NC 28352 N/A PC General & Unrestricted 2500 ST PETERS ORPHANAGE INC 170 DIAMOND SPRING RD DENVILLE NJ 07834 N/A PC General & Unrestricted 1000 STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A PC General & Unrestricted 5000 THE ELLIE FUND 200 RESERVOIR ST STE 300 NEEDHAM MA 02494 N/A PC General & Unrestricted 500 WWP INC - WOUNDED WARRIOR PROJECT INC PO BOX 758516 TOPEKA KS 66675 N/A PC General & Unrestricted 2500 690000 14 7073 14 70165 18 244198 CLASS ACTION LAWSUIT PROCEEDS 01 128 321564 321564 false false false false false false false false false false X X 1 MacMahon Thomas P PO Box 500 10 Johnson Drive Raritan NJ 08869 756727 X 1 LABCORP HLDGS INC LH, 3192 sh. 756727 2024-11-07 AT&T INC - 1.650% - 02/01/2028 19303 20004 BANK AMER CORP MEDIUM - 3.974% 19094 19175 CITIGROUP INC - 7.000% - ? 209004 216188 CITIGROUP INC - 7.500% - 01/01 243707 238695 GOLDMAN SACHS BK - 4.482% - 08 18751 19768 GOLDMAN SACHS GROUP INC - 7.50 213103 217396 JPMORGAN CHASE - 4.565% - 06/1 19070 19610 NORTHROP GRUMMAN CORP - 3.250% 17713 18158 TRUIST FINL SER G - 1.125% - 0 21035 19129 US TREASURY NOTE - 1.250% - 05 19174 19866 WALMART INC - 1.500% - 09/22/2 18784 18863 WASTE MAGMT INC - 4.875% - 02/ 18736 19100 WELLS FARGO & CO SER U NOTE - 18449 18932 ABBVIE INC 5780 5500 ADOBE SYSTEMS, INC 3175 2563 ADVANCED DRAINAGE SYSTEMS INC 3193 3416 ADVANCED MICRO DEVICES INC 3046 3159 AFFILIATED MANAGERS GROUP 10360 13435 ALPHABET INC CL A 10463 14535 AMAZON COM 10267 16804 AMGEN INC 2132 2271 APPLE INC 13358 20108 APTAR GROUP INC 9904 18067 ARAMARK 7467 15521 AVERY DENNISON CORP 10976 10461 BALL CP 2559 2938 BECTON DICKINSON & CO 4639 4349 BERKLEY W R CP 12960 33531 BERKSHIRE HATHAWAY INC. CLASS 4560 6750 BIO TECHNE CORPORATION 5470 9292 BLACKBAUD INC 7256 9240 BLACKROCK INC 6733 9735 BOOZ ALLEN HAMILTON HOLDING CO 10443 17375 BROADCOM INC 5247 5553 BROADRIDGE FINANCIAL 4018 7510 BROWN & BROWN INC 9256 19894 BURLINGTON STORES, INC 10550 18153 CACI INTL INC 12185 19324 CARLISLE COS INC 12605 29944 CASEY'S GENERAL STORES, INC 10635 18186 CHOICE HOTELS INTERNATIONAL IN 12067 18031 COLUMBIA BANKING SYSTEM, INC 3852 3943 COLUMBIA SPORTSWEAR CO 10589 13765 CUMMINS INC 3163 3963 DOLBY LABORATORIES 19826 18588 ELI LILLY & CO 6395 7155 ENVISTA HOLDINGS 10543 8931 EXXON MOBIL CORP 9902 9491 FACTSET RESH SYST INC 2553 7574 FISERV, INC 4272 4292 FTI CONSULTING INC 6875 7595 GEN DYNAMICS CP 6094 5346 GLOBAL X MLP & ENERGY INFRASTR 250240 250233 GODADDY INC 11409 29606 GRACO INC 2454 7165 HENRY JACK & ASSOC INC 4581 8309 HOME DEPOT INC 5873 6600 HUNT J B 5719 10662 IDEX CP 6261 12512 INSIGHT ENTERPRISES, INC 4154 3171 ISHARES S&P 500 VALUE INDEX FU 289039 520911 JOHNSON & JOHNSON 3120 2714 JONES LANG LASALLE 7155 12287 JP MORGAN CHASE 4326 7764 KINSALE CAPITAL GROUP INC 6175 7910 KIRBY CORPORATION 4598 9368 LANDSTAR SYSTEM 8877 14884 LENNOX INTL INC 6207 18175 LKQ CORPORATION 20270 17420 MANHATTAN ASSOCIATES INC 1428 7221 MARKEL CORP 13908 23472 META PLATFORMS INC 4520 6486 MICROSOFT CORP 16827 22533 MONSTER BEVERAGE CORP 4420 4612 MORNINGSTAR, INC 11935 24799 MSCI INC 5543 6056 NETFLIX INC 3709 5491 NEXTERA ENERGY, INC 2711 2643 NORDSON CP 5791 8798 NVIDIA CORP 13661 20681 PALO ALTO NETWORKS INC 1831 2547 PIA BBB BOND FUND MANAGED ACCO 64364 55728 PIA MBS BOND FUND MANAGED ACCO 18479 17884 POOL CORP 6742 9435 PROCTER GAMBLE CO 4998 5038 PROLOGIS 4050 3644 PROSPERITY BANC SHARES, INC 4976 5531 QUIDELORTHO CORPORATION COM 253219 115116 RPM INTERNATIONAL INC 9502 17721 SALESFORCE.COM 2099 4380 SEI INVESTMENTS 10106 17321 SERVICE CP INTL 4555 7007 SIMPSON MANUFACTURING CO INC 6377 6461 SPDR BARCLAYS CAPITAL 1-3 MONT 1611 1608 TELEFLEX INC 22069 15235 TESLA MOTORS INC 1718 3820 THE BLACKSTONE GROUP INC CL A 3658 4518 THERMO FISHER SCIENTIFIC INC 5929 5787 TRANE TECHNOLOGIES PLC 4992 4465 TRANSDIGM GRP INC 6447 8010 TRANSUNION COM USD0.01 6857 13072 TRIMBLE NAV LTD 17114 21905 TYLER TECHNOLOGIES, INC 6712 10645 UBER 3622 2723 ULTA SALON, COSMETICS & FRAGRA 5581 8412 UNITEDHEALTH GROUP INC 5213 5025 US BANCORP 5357 5166 VISA INC 5951 7680 WALT DISNEY HOLDINGS CO 3962 4924 WEX, INC 8990 12410 357117 353961 Administrative Fees 19012 19012 Bank Charges 8 8 Class Action Lawsuit Proceeds 128 128 Investment Management Services 19996 19996 990-PF Estimated Tax for 2024 3200