2026-06-12T10:16:07-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 461352413 The Eucharist Foundation % Foundation Source EUCH 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 GRETCHEN MARSH TRUSTEE 8008391754 2026-05-26 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 3294114 X 0 X 22419 22419 54482 54482 41916 150396 41916 118817 118817 0 10993 10993 3300 18419 18419 32712 10993 18419 144000 144000 176712 10993 162419 -57895 107824 0 589514 520312 520312 292577 279555 282904 1130618 1130618 1763650 189539 213868 210391 455979 455979 516857 2658227 2600332 3294114 0 0 X 2658227 2600332 2658227 2600332 2658227 2600332 2658227 -57895 2600332 2600332 Publicly-traded Securities 150396 108480 41916 41916 41916 1499 1499 1499 2124 0 2124 X 0 625 625 0 false false false false false false false true true NV true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Aaron D Marsh Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP, Trustee 1.0 0 0 0 Andrew M Marsh Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Donald K Marsh Foundation Source 501 Silverside Rd Wilmington DE 198091377 Treas, Trustee 1.0 0 0 0 Gretchen V Marsh Foundation Source 501 Silverside Rd Wilmington DE 198091377 ChairwMN of the Board, TrustEE 1.0 0 0 0 Jon K Marsh Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Pres 1.0 0 0 0 Matthew L Marsh Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Michael J Marsh Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Trustee 1.0 0 0 0 2197937 593557 516857 3308351 0 3308351 49625 3258726 162936 162936 1499 1499 161437 161437 161437 162419 0 0 0 0 162419 161437 155138 2023 2022 2021 162419 155138 7281 0 0 154156 0 0 Gretchen V Marsh Jon K Marsh X ARIZONA COMMUNITY FOUNDATION 2201 E CAMELBACK RD STE 405B PHOENIX AZ 85016 N/A PC General & Unrestricted 5000 ASPIRING YOUTH ACADEMY 4400 N SCOTTSDALE RD STE 9818 SCOTTSDALE AZ 85251 N/A PC General & Unrestricted 15000 BECKET FUND 1919 PENNSYLVANIA AVE NW WASHINGTON DC 20006 N/A PC General & Unrestricted 3000 BISHOP GALLEGOS MATERNITY HOME PO BOX 221155 SACRAMENTO CA 95822 N/A PC General & Unrestricted 1000 BREAST CANCER PREVENTION INSTITUTE 131 KOSCIUSZKO RD WHITE HSE STA NJ 08889 N/A PC General & Unrestricted 1000 C-FAM INC PO BOX 4489 NEW YORK NY 10163 N/A PC General & Unrestricted 1000 CAMP RECREATION PO BOX 671 ORANGEVALE CA 95662 N/A PC General & Unrestricted 20000 CATHOLIC ANSWERS INC PO BOX 199000 SAN DIEGO CA 92159 N/A PC General & Unrestricted 2000 CATHOLIC NEAR EAST WELFARE ASSOCIATION 1011 FIRST AVE NEW YORK NY 10022 N/A PC General & Unrestricted 1000 CHESTERTON ACADEMY OF THE MOST HOLY EUCHARIST 200 CLARK AVE YUBA CITY CA 95991 N/A PC General & Unrestricted 2000 CHICAGO HEIGHTENING OPPORTUNITY AND POTENTIAL FOR 318 WEST ADAMS ST CHICAGO IL 60606 N/A PC General & Unrestricted 5000 DOMINICAN SMME CORPORATION 4597 WARREN RD ANN ARBOR MI 48105 N/A PC General & Unrestricted 3000 ETERNAL WORD TELEVISION NETWORK INC 5817 OLD LEEDS RD IRONDALE AL 35210 N/A PC General & Unrestricted 2000 FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS PO BOX 17408 DENVER CO 80217 N/A PC General & Unrestricted 1000 GRAND SHERAMINA COMMUNITY SERVICES INC PO BOX 536 SHERIDAN OR 97378 N/A PC General & Unrestricted 25000 HOPE FOR PRISONERS OM INC 333 N RANCHO LANE 2ND FL LAS VEGAS NV 89106 N/A PC General & Unrestricted 1000 JERUSALEM FARM 520 GARFIELD AVE KANSAS CITY MO 64124 N/A PC General & Unrestricted 5000 MYCATHOLICDOCTOR FOUNDATION INC 1180 NEWFIELD AVE STAMFORD CT 06905 N/A PC General & Unrestricted 1000 NASAREANORG INC 998 S MAIN ST 181 STOWE VT 05672 N/A PC General & Unrestricted 3000 NOURISHING HOPE 3945 N SHERIDAN RD CHICAGO IL 60613 N/A PC General & Unrestricted 10000 POPULATION RESEARCH INSTITUTE INC PO BOX 1559 FRONT ROYAL VA 22630 N/A PC General & Unrestricted 1000 SAFE WATER NETWORK RM 2800 NEW YORK NY 10168 N/A PC General & Unrestricted 2000 SAINT PAUL VI INSTITUTE FOR THE STUDY OF HUMAN REP 6901 MERCY RD OMAHA NE 68106 N/A PC General & Unrestricted 12000 SOUTHWEST HUMAN DEVELOPMENT INCORPORATED 2850 N 24TH ST PHOENIX AZ 85008 N/A PC General & Unrestricted 5000 THOMAS MORE SOCIETY 309 W WASHINGTON ST STE 1250 CHICAGO IL 60606 N/A PC General & Unrestricted 5000 WORLD VILLAGES FOR CHILDREN 4200 PARLIAMENT PL STE 230 LANHAM MD 20706 N/A PC General & Unrestricted 12000 144000 14 22419 14 54482 18 41916 118817 118817 false false false false false false false false false false AMERIAN HONDA FIN CORP - 5.250 5013 5035 AMERICAN TOWER CORP - 3.125% - 5403 4953 AMEX CO - 5.040% - 07/26/2028 5084 5085 ANTHEM INC NOTE - 3.650% - 12/ 4917 4977 BANK NEW YORK MELLON CORP - 4. 5050 5145 BANK NOVA SCOTIA B C - 5.400% 5207 5106 BK OF AMERICA CORP SER N MTN - 9653 9186 BLACKROCK FUNDING - 5.000% - 0 5250 5170 BOSTON PPTYS LTD PARTNERSHIP N 4826 4948 BROADCOM INC - 4.800% - 04/15/ 4071 4073 CANADIAN IMPERIAL BANK COMM - 5014 5016 CARRIER GLOBAL CORPORATION - 2 2772 2827 CNH INDL CAP - 1.450% - 07/15/ 4487 4926 COMCAST CORP - 3.400% - 04/01/ 8976 9706 CVS CAREMARK CORP NOTE - 4.300 5980 5018 DTE ELEC CO - 2.250% - 03/01/2 5225 4652 EQUINIX INC NOTE CALL MAKE WHO 5315 4804 EUROPEAN INVT BK NOTE - 3.875% 7058 7036 EVERSOURCE ENERGY - 1.650% - 0 4748 4417 EXELON CORP - 5.450% - 03/15/2 2114 2083 FIFTH THIRD BANCORP NOTE CALL 5053 5202 GOLDMAN SACHS - 3.814% - 04/23 4982 4972 HOME DEPOT - 1.375% - 03/15/20 4713 4345 HOME DEPOT INC - 2.950% - 06/1 5031 4843 JOHN DEER CAPITAL - 4.700% - 0 4998 5126 JP MORGAN CHASE - 2.580% - 04/ 9672 9148 LOWES COS INC NOTE CALL MAKE W 4909 5067 MEDTRONIC GLOBAL HLDGS S C A N 4915 5040 MORGAN STANLEY SER I MTN - 6.3 5315 5486 NEXTERA ENERGY CAP HLDGS INC B 4886 4895 PROGRESSIVE CORP NOTE - 3.000% 4574 4626 PROLOGIS LP - 1.250% - 10/15/2 4948 4384 PUBLIC SVC ELEC & GASCO SER P 2036 2047 ROYAL BK - 6.000% - 11/01/2027 5200 5192 SEMPRA ENERGY NOTE 3.4% 02/01/ 5490 4925 STATE STREET CORP - 4.540% - 0 5036 5042 STRYKER CORPORATION - 4.850% - 4035 4110 TRUIST FINL CORP SER G - 4.123 5026 5013 VERIZON - 1.500% - 09/18/2030 5014 4414 WASTE MGMT INC - 4.875% - 02/1 4843 5140 WELLTOWER INC - 5.125% - 04/01 2079 2045 WILLIS NORTH AMER - 5.350% - 0 4950 5166 CALVERT SHORT DURATION INCOME 123328 121313 DFA EMERGING MARKETS SOCIAL CO 112403 148674 DFA U.S. SOCIAL CORE EQUITY 2 115844 283588 HAMLIN HIGH DIVIDEND EQUITY FD 388091 647287 PIMCO COMMODITY REAL RETURN ST 85060 74774 PIMCO FUNDS LOW DURATION FUND 40862 38982 TIAA-CREF SOCIAL CHOICE EQUITY 265030 449032 194324 194678 85231 88226 GENERATE CAPITAL, INC 156710 516857 RESCORE 2017 FEEDER LP 99757 0 RESCORE FEEDER, LP 199512 0 Administrative Fees 18333 18333 Registered Agent Fee 86 86 Investment Management Services 10993 10993 990-PF Estimated Tax for 2025 2000 990-PF Extension for 2024 1300