2026-06-25T13:28:05-04:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 932479197 The Bright Oak Foundation % Foundation Source BRIG 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Geoffrey Harrison Co-President 8008391754 2026-06-22 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 1174230 X 374426 75 75 19465 19465 30119 404543 193604 424085 213144 0 4879 4879 2900 10153 10153 17932 4879 10153 400 400 18332 4879 10553 405753 208265 0 20294 25344 25344 584079 984782 1148886 604373 1010126 1174230 0 0 X 604373 1010126 604373 1010126 604373 1010126 604373 405753 1010126 1010126 Publicly-traded Securities 404543 210939 193604 193604 193604 2895 2895 2895 2921 0 2921 X 0 26 26 0 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 Geoffrey E Harrison Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas, Co- Pres 4.0 0 0 0 Susan C Harrison Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Co- Pres 4.0 0 0 0 1000134 21920 0 1022054 0 1022054 15331 1006723 50336 50336 2895 2895 47441 47441 47441 10553 0 0 0 0 10553 47441 10335 2023 2022 2021 10553 10335 218 0 0 47223 0 0 Geoffrey E Harrison Susan C Harrison X EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC PO BOX 3886 NEW YORK NY 10163 N/A PC General & Unrestricted 400 400 14 75 14 19465 18 30119 49659 49659 false false false false false false false false false false X X 1 Harrison Geoffrey E 2201 W Briarwood Ave Littleton CO 80120 374426 X 1 SOUTHERN CO SO, 679.0224 sh. 60664 2025-03-13 1 SEMPRA ENERGY COM SRE, 366 sh. 25067 2025-03-13 1 SCHWAB TOTAL STOCK MARKET INDEX SWTSX, 581.839 sh. 53936 2025-03-13 1 SCHWAB S P 500 INDEX FUND SELECT SHARES SWPPX, 70.004 sh. 5948 2025-03-13 1 ISHARES TRUST RUSSELL 1000 VALUE INDEX IWD, 100 sh. 18354 2025-03-13 1 ISHARES TRUST RUSSELL 1000 GROWTH INDEX IWF, 32 sh. 11623 2025-03-13 1 ISHARES MORNINGSTAR GROWTH FD ILCG, 570 sh. 46398 2025-03-13 1 FIDELITY OVERSEAS FUND FOSFX, 495.209 sh. 33159 2025-03-13 1 DUKE ENERGY CO DUK, 400 sh. 46942 2025-03-13 1 CHARLES SCHWAB CORP SCHW, 769 sh. 56771 2025-03-13 1 ARCHER DANIELS MDLND ADM, 35 sh. 1660 2025-03-13 1 ABBOTT LABS ABT, 107 sh. 13902 2025-03-13 DIMENSIONAL EMERGING MARKETS C 42929 53193 DIMENSIONAL INTERNATIONAL CORE 127610 157138 DIMENSIONAL U S SMALL CAP ETF 136988 155782 DIMENSIONAL US SMALL CAP VALUE 94573 107320 ISHARES BARCLAYS 0-5 YR TIPS 48990 49659 SOUTHERN CO 2 2 VANGUARD S&P 500 ETF 215555 265276 VANGUARD S&P 500 GROWTH 40526 54240 VANGUARD S&P 500 VALUE 136521 154252 VANGUARD S&P MID-CAP 400 GROWT 45815 51205 VANGUARD S&P MID-CAP 400 VALUE 45166 50303 VANGUARD TOTAL BOND MARKET ETF 50107 50516 Administrative Fees 10128 10128 State or Local Filing Fees 25 25 Investment Management Services 4879 4879 990-PF Estimated Tax for 2025 2900