2026-08-18T11:55:30-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 208069108 Lighten Family Foundation % Foundation Source LIGH 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 William Lighten President 8008391754 2026-07-22 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 7269335 X 203202 3021 3021 176224 176224 346395 2079395 674827 914 914 729756 854986 0 41935 41935 11448 2848 16365 1340 15025 69748 46123 15025 460500 460500 530248 46123 475525 199508 808863 0 149051 148549 148549 4549313 4750448 6906907 247450 246325 213879 4945814 5145322 7269335 0 0 X 4945814 5145322 4945814 5145322 4945814 5145322 4945814 199508 5145322 5145322 Publicly-traded Securities 2060457 1381404 679053 679053 SKYBRIDGE MULT-ADVISOR HEDGE FD P 2018-10-25 2025-05-01 18938 23164 -4226 -4226 674827 11243 11243 11243 6575 0 4400 10975 X 0 268 0 false false false false false false false true true DE true false true 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 Adrienne J Lighten Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Alexis N Lighten Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Christopher W Lighten Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Michael D Lighten Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 William E Lighten Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 2.0 0 0 0 6493421 191837 218461 6903719 0 6903719 103556 6800163 340008 340008 11243 11243 328765 328765 328765 475525 0 0 0 0 475525 328765 2023 2022 2021 136683 136683 475525 328765 146760 283443 0 136683 146760 146760 William E Lighten X ALVIN AILEY DANCE FOUNDATION INC 405 W 55TH ST NEW YORK NY 10019 N/A PC Ailey Dancers' Resource Fund 10000 BOULE FOUNDATION 260 PEACHTREE ST NW ATLANTA GA 30303 N/A PC General & Unrestricted 300000 CENTER CHAPEL MISSIONARY BAPTIST CHURCH PO BOX 18483 MEMPHIS TN 38181 N/A PC General & Unrestricted 7000 DELTA ANIMAL SHELTER 6975 COUNTY 426 M5 RD ESCANABA MI 49829 N/A PC General & Unrestricted 1000 DELTA COUNTY CANCER ALLIANCE INC 3430 LUDINGTON ST ESCANABA MI 49829 N/A PC General & Unrestricted 1000 DIVINE FAVOR & FELLOWSHIP MINISTRIES 10260 HWY 57 EAST PO BOX 26 MOSCOW TN 38057 N/A PC General & Unrestricted 26000 FELLAS COLLEGE SCHOLARSHIP FUND 133 GATES AVE BROOKLYN NY 11238 N/A PC General & Unrestricted 1000 GRACE BAPTIST CHURCH 52 SOUTH SIXTH AVE MT VERNON NY 10550 N/A PC General & Unrestricted 32000 MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION 504 RXR PLZ UNIONDALE NY 11556 N/A PC General & Unrestricted 1000 MARCH OF DIMES INC 1550 CRYSTAL DR STE 1300 ARLINGTON VA 22202 N/A PC General & Unrestricted 2000 NAACP FOUNDATION 4805 MOUNT HOPE DR BALTIMORE MD 21215 N/A PC General & Unrestricted 1000 NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC 40 RECTOR ST 5TH FL NEW YORK NY 10006 N/A PC General & Unrestricted 25000 NEW ROCHELLE POLICE FOUNDATION INC PO BOX 96 NEW ROCHELLE NY 10804 N/A PC General & Unrestricted 2500 UNITED NEGRO COLLEGE FUND INC 1805 7TH ST NW WASHINGTON DC 20001 N/A PC General & Unrestricted 1000 YALE UNIVERSITY PO BOX 208239 NEW HAVEN CT 06520 N/A PC The Peter Salovey and Marta Moret Scholarship Fund at Yale 25000 YALE UNIVERSITY PO BOX 208239 NEW HAVEN CT 06520 N/A PC The Ogilvie Robinson deChabert Leadership Forum of the Afro-American Cultural Center at Yale 25000 460500 14 3021 14 176224 18 346395 CLASS ACTION LAWSUIT PROCEEDS 01 914 526554 526554 false false false false false false false false false false X X 1 LIghten Family Revocable Trust 48 Wellington Road New Rochelle NY 10804 203202 X 1 JP MORGAN CHASE JPM, 620 sh. 203202 2025-12-24 3I GROUP PLC ADR 15586 31537 ABBVIE INC 92224 111275 ACUSHNET HOLDINGS CORP 19816 35600 ADOBE SYSTEMS, INC 40135 23099 AENA SME S.A. 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INC 11852 19062 EBAY INC 55814 101297 ELI LILLY & CO 19406 36539 EMCOR GROUP INC 8467 22636 ENEL SOCIETA PER AZI 12908 18227 ENGIE 16004 29265 EOG RESOURCES INC 75453 72457 FERRARI NV 16811 16630 FIRST HAWAIIAN INC 18707 23251 FORTINET INC 27559 40420 FTI CONSULTING INC 28550 36216 GILEAD SCIENCES INC 94812 132927 GRACO INC 13764 24181 H&R BLOCK INC 48159 58354 HAWKINS INC 9079 7103 HENRY JACK & ASSOC INC 25150 31204 HERMES INTL 10 ADR 18504 23064 HOLCIM LTD SPON ADS 10083 10384 HOME DEPOT INC 44228 75014 HONDA MOTOR CO LTD 10387 10760 HOST HOTELS & RESORTS INC 59718 59431 HSBC HOLDINGS PLC 16809 21162 IMPERIAL OIL LMT 20100 31244 INPEX HOLDINGS INC 18466 19522 INSTALLED BUILDING PRODUCTS IN 28953 28792 INTERNATIONAL BUSINESS MACHINE 63203 96268 JARDINE MATHESON UNS/ADR 13034 19753 JBS NV COM EUR CL A 20437 23793 JEFFERIES GROUP INC 53069 89175 JOHN HANCOCK HIGH YIELD ETF 47904 47682 JOHNSON & JOHNSON 45691 56911 JP MORGAN CHASE 74899 179477 JPMORGAN INCOME ETF 142038 143777 KADANT INC 22481 23942 KFORCE INC 8994 4483 KLA TENCOR CORP 26016 74120 KOOKMIN BANK 13956 29254 LAM RESEARCH CORP 21601 94149 LANDSTAR SYSTEM 33482 28165 LCI INDUSTRIES 16279 15289 LOCKHEED MARTIN CORP 53803 63844 LOWES COMPANIES INC 14860 18810 MANHATTAN ASSOCIATES INC 13462 13865 MARUBENI CORP ADR CNV INTO 10 22475 42466 MASTERCARD INC 41900 66793 META PLATFORMS INC 48298 153801 MGIC INVESTMENT CORP 57698 107091 MICROSOFT CORP 164420 350625 MOELIS AND COMPANY 18628 28527 MONOLITHIC POWER SYSTEMS, INC 20660 21753 NATWEST GROUP ADR REPRESENTING 12557 17185 NETEASE.COM INC COM STK 8145 11973 NINTENDO CO LTD ADR UNSPON 8452 10723 NOVARTIS AG ADR 97212 145866 NRG ENERGY 52828 71658 NVIDIA CORP 143714 198809 PIMCO ETF TRUST PIMCO MULTISEC 47883 47757 PINDUODUO INC 9522 8277 PING AN INSURANCE GROUP ADR 13751 26143 PRIMERICA, INC 19976 44180 QUALCOMM INC 69166 72696 RBC BEARINGS INCORPORATED 11846 30942 RELX PLC 25533 31932 RIGHTMOVE PLC ADR 17199 18489 RIO TINTO PLC SPONSORED ADR 11817 12725 RLI CORP 26878 26936 ROCHE HOLDING LTD ADR 18231 24496 RYANAIR HOLDINGS PLC-ADR COM 17839 21657 RYDER SYSTEM 35231 84020 SALESFORCE.COM 54801 57485 SEMPER MBS TOTAL RETURN FUND I 47830 47775 SHINHAN FINL GROUP CO LTD 11505 20326 SIMPSON MANUFACTURING CO INC 31628 45050 SPOTIFY TECHNOLOGY SA 17330 14518 SUNCOR ENERGY INC 72095 91204 TAIWAN SEMICONDUCTOR MFG CO LT 27282 49230 TENCENT HOLDINGS LIMITED 16995 27558 THE BLACKSTONE GROUP INC CL A 29866 33140 THE COCA-COLA CO 29577 37122 TORO CO 38352 38258 UFP INDUSTRIES 26177 21852 UNICREDIT SPA 20948 43253 UNILEVER PLC AMER 6208 7259 UNION PACIFIC 28721 41638 VANGUARD CORP BOND ETF LONG TE 146223 142067 VANGUARD INTERMEDIATE TERM COR 94981 95978 VANGUARD SHORT TERM CORPORATE 84730 86268 VISA INC 23696 53659 VISTRA ENERGY CORP 18741 92119 WATTS WATER TECHNOLOGIES INC 20636 41679 WELLS FARGO & CO 76964 150611 SKYBRIDGE MULT-ADVISOR HEDGE F 246325 213879 Administrative Fees 15000 15000 Bank Charges 1340 1340 State or Local Filing Fees 25 25 Class Action Lawsuit Proceeds 914 914 Investment Management Services 41935 41935 LIghten Family Revocable Trust 48 Wellington Road New Rochelle NY 10804 990-PF Estimated Tax for 2025 6400 990-PF Extension for 2024 2200 Foreign Tax Paid 2848 2848