2025-07-24T08:15:34-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 883733405 Passion and Perseverance Foundation % Foundation Source PASS 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Zhengyuan Han President 8008391754 2025-07-16 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 5248366 X 2060500 17412 17412 94799 94799 -1206 308056 0 2171505 112211 0 21725 21725 900 14731 275 14456 37356 22000 14456 186880 186880 224236 22000 201336 1947269 90211 0 1725114 168850 168850 1295311 4798844 5079516 3020425 4967694 5248366 0 0 X 3020425 4967694 3020425 4967694 3020425 4967694 3020425 1947269 4967694 4967694 Publicly-traded Securities 308056 309262 -1206 -1206 -1206 1254 1254 1254 964 0 300 1264 X 0 10 10 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 Zhengyuan Han Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 3089719 365206 0 3454925 0 3454925 51824 3403101 170155 170155 1254 1254 168901 168901 168901 201336 0 0 0 0 201336 168901 38409 201336 38409 162927 0 0 5974 0 0 Zhengyuan Han X GIVE2ASIA 2201 BROADWAY ST 4TH FL OAKLAND CA 94612 N/A PC General & Unrestricted 63280 GREENWICH ACADEMY INC 200 N MAPLE AVE GREENWICH CT 06830 N/A PC Pre-Bicentennial Campaign 50000 GREENWICH ACADEMY INC 200 N MAPLE AVE GREENWICH CT 06830 N/A PC General & Unrestricted 10000 GREENWICH BALLET ACADEMY INC PO BOX 1561 GREENWICH CT 06836 N/A PC Charitable Event 1000 TSINGHUA ALUMNI ASSOCIATION AT GREATER BOSTON 25 MAURICE RD WELLESLEY MA 02482 N/A PC General & Unrestricted 5000 TSINGHUA EDUCATION FOUNDATION N A INC 1601 MCCARTHY BLVD STE 8 MILPITAS CA 95035 N/A PC General & Unrestricted 42600 TSINGHUA EDUCATION FOUNDATION N A INC 1601 MCCARTHY BLVD STE 8 MILPITAS CA 95035 N/A PC Charitable Event 15000 186880 14 17412 14 94799 18 -1206 111005 111005 false false false false false false false false false false X X 1 Han Zhengyuan 636 North St Greenwich CT 06830 2060500 X X 1 VANGUARD VALUE ETF VTV, 4500 sh. 788614 2024-12-12 1 FIRST TRUST SMID CAP RISING DIV ACH ETF SDVY, 27000 sh. 1035180 2024-12-12 1 AVANTIS US EQUITY ETF AVUS, 1550 sh. 156707 2024-12-13 ABBVIE INC 76115 82631 ALPHABET INC CL A 73755 117745 AVANTIS US EQUITY ETF 156707 150242 BERKSHIRE HATHAWAY INC. CLASS 97372 122386 BROADCOM INC 97063 190109 COHEN & STEERS PREFRRD SECS & 154870 163350 DODGE & COX INCOME FUND 227610 225918 FIRST TRUST SMID CAP RISING DI 1035181 967949 GOLDMAN SACHS GQG PARTNERS INT 194218 192708 HOME DEPOT INC 73854 82466 JP MORGAN CHASE 93359 138313 LOCKHEED MARTIN CORP 85826 95244 LOOMIS SAYLES FDS INV GRADE BO 272015 271628 MICROSOFT CORP 82679 105797 NEW WORLD FUND, INC (F2) 240976 248543 PIMCO INCOME FUND P CLASS 271995 272764 PRUDENTIAL SHORT DURATION HIGH 180439 183422 SPDR GOLD SHARES 119262 147215 THERMO FISHER SCIENTIFIC INC 86471 80115 UNITEDHEALTH GROUP INC 88778 88526 VANGUARD VALUE ETF 788614 761850 VIRTUS KAR SMALL-MID CAP CORE 147972 164217 VISA INC 88082 108086 VISTRA ENERGY CORP 65631 118292 Administrative Fees 14431 14431 Bank Charges 275 275 State or Local Filing Fees 25 25 Investment Management Services 21725 21725 990-PF Estimated Tax for 2024 900