2026-09-01T16:42:12-04:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 922880661 The Craigo Foundation % Foundation Source CRAI 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Christina Craigo President 8008391754 2026-08-19 true Jeffrey D Haskell P01345770 8008391754 2025 X 1014693 X 244223 24 24 15037 15037 -10600 116110 0 248684 15061 0 6055 6055 10872 10872 16927 6055 10872 4200 4200 21127 6055 15072 227557 9006 0 36000 15174 15174 595112 843495 998347 1172 1172 1172 632284 859841 1014693 0 0 X 632284 859841 632284 859841 632284 859841 632284 227557 859841 859841 Publicly-traded Securities 116110 126710 -10600 -10600 -10600 125 125 125 59 0 100 159 34 34 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 Christina I Craigo Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Sec, Treas, Dir 1.0 0 0 0 775763 13738 0 789501 0 789501 11843 777658 38883 38883 125 125 38758 38758 38758 15072 0 0 0 0 15072 38758 12207 2023 2022 2021 15072 12207 2865 0 0 35893 0 0 Christina I Craigo X 350ORG PO BOX 843004 BOSTON MA 02284 N/A PC General & Unrestricted 3200 INDIVISIBLE CIVICS INC PO BOX 43884 WASHINGTON DC 20010 N/A PC General & Unrestricted 1000 4200 14 24 14 15037 18 -10600 4461 4461 false false false false false false false false false false X X 1 Craigo Christina I 8282 Kincross Drive Boulder CO 80301 244223 X 1 ABBOTT LABS ABT, 111 sh. 14883 2025-10-03 1 ALPHABET INC CL A GOOGL, 29 sh. 7075 2025-10-03 1 NETFLIX INC NFLX, 6 sh. 6934 2025-10-03 1 BROADCOM INC AVGO, 70 sh. 23805 2025-10-03 1 ROPER INDUSTRIES ROP, 7 sh. 3508 2025-10-03 1 VISA INC V, 21 sh. 7341 2025-10-03 1 THE BLACKSTONE GROUP INC CL A BX, 41 sh. 6905 2025-10-03 1 BROADRIDGE FINANCIAL BR, 75 sh. 17547 2025-10-03 1 META PLATFORMS INC META, 10 sh. 7206 2025-10-03 1 MICROSOFT CORP MSFT, 14 sh. 7248 2025-10-03 1 JP MORGAN CHASE JPM, 25 sh. 7748 2025-10-03 1 NVIDIA CORP NVDA, 29 sh. 5448 2025-10-03 1 DFA U.S. TARGETED VALUE PORTFOLIO DFFVX, 1557.856 sh. 55662 2025-10-15 1 DFA U.S. SUSTAINABILITY CORE I PTF DFSIX, 1122.169 sh. 57197 2025-10-15 1 DIMENSIONAL US MARKETWIDE VALUE ETF DFUV, 238 sh. 10617 2025-10-15 1 DIMENSIONAL INVST GRP GLO EQ I DGEIX, 130.322 sh. 5098 2025-10-15 Part XII (990-PF)-Undistributed Income Part XII (990-PF) - Undistributed Income In 2026, The Craigo Foundation (the "Foundation") discovered that on its Form 990-PF for taxable year ending December 31, 2024, Parts IX and X were not recorded properly. The Foundation would not have been subject to an underdistribution penalty under 4942 for the year December 31, 2024 if the average value of the assets had been properly recorded in Part IX. Therefore, the Foundation has chosen not to amend Form 990-PF for taxable year ending December 31, 2024. Instead, the Foundation has adjusted the amount reported in Part XII of Form 990-PF for year ending December 31, 2025 to reflect the correct balance. ABBOTT LABS 21572 22051 AFLAC INC 1159 1132 ALLSPRING CORE PLUS ETF 40125 39727 ALPHABET INC CL A 13680 24414 AMAZON COM 14483 21928 APPLE INC 43883 54916 ARCH CAPITAL GROUP LTD 7411 7002 AUTOMATIC DATA PROCESSING INC 27244 26237 BROADCOM INC 42610 96909 BROADRIDGE FINANCIAL 23728 23656 CUMMINS INC 17928 24502 DFA U.S. SUSTAINABILITY CORE I 57196 58779 DFA U.S. TARGETED VALUE PORTFO 55662 57610 DIMENSIONAL INVST GRP GLO EQ I 5098 5167 DIMENSIONAL US MARKETWIDE VALU 10617 11088 EATON VANCE GLOBAL MACRO FD CL 21237 21941 EATON VANCE STRATEGIC INCOME F 6962 7283 EVERCORE PARTNERS INC 6765 8506 FIRST TRUST LOW DURATION OPPOR 6878 7149 FIRST TRUST TCW OPP FIXED INC 20796 21362 GOLDMAN SACHS GROUP 10593 14064 HENRY JACK & ASSOC INC 8964 10036 INTERNATIONAL BUSINESS MACHINE 4731 5332 ISHARES ESG MSCI USA SMALLCAP 27284 32416 ISHARES TRUST ISHARES MSCI EAF 54810 64092 JP MORGAN CHASE 14404 20944 LINDE PLC COM 39145 35390 META PLATFORMS INC 14952 18483 MICROSOFT CORP 20427 25148 MORGAN STANLEY 9136 12250 NETFLIX INC 14486 20627 NVIDIA CORP 13037 16785 ORACLE CORP 18897 21245 ROPER INDUSTRIES 11076 9348 THE BLACKSTONE GROUP INC CL A 15596 16801 THE BOND FD OF AMERICA, CLASS 39321 40123 THERMO FISHER SCIENTIFIC INC 6237 6953 VISA INC 20797 25602 XJH 54568 61349 WEBSITE DOMAIN 1172 1172 Administrative Fees 10824 10824 State or Local Filing Fees 25 25 Website Hosting/Support 23 23 Investment Management Services 6055 6055