2026-04-10T13:52:45-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 843143963 D'Amato Family Foundation % Foundation Source DAMA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Stephen D'Amato Vice President 8008391754 2026-04-04 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 3368823 X 1023889 89 89 45536 45536 98085 210647 98085 1167599 143710 0 9621 9621 3300 14624 14624 27545 9621 14624 89200 89200 116745 9621 103824 1050854 134089 0 9893 33826 33826 1955292 2982213 3334997 1965185 3016039 3368823 0 0 X 1965185 3016039 1965185 3016039 1965185 3016039 1965185 1050854 3016039 3016039 Publicly-traded Securities 210647 112562 98085 98085 98085 1864 1864 1864 1500 0 1500 X 0 364 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 Marianne K D'Amato Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 Steve D'Amato Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 2401551 17616 0 2419167 0 2419167 36288 2382879 119144 119144 1864 1864 117280 117280 117280 103824 0 0 0 0 103824 117280 88713 2023 2022 2021 103824 88713 15111 0 0 102169 0 0 Marianne K D'Amato Steve D'Amato X CYSTIC FIBROSIS FOUNDATION 2405 GRAND BLVD STE 520 KANSAS CITY MO 64108 N/A PC 2025 Mid-year Campaign 30000 CYSTIC FIBROSIS FOUNDATION 2405 GRAND BLVD STE 520 KANSAS CITY MO 64108 N/A PC Charitable Event 10200 SHAWNEE UNITED METHODIST CHURCH 10700 JOHNSON DR SHAWNEE KS 66203 N/A PC General & Unrestricted 24000 SHAWNEE UNITED METHODIST CHURCH 10700 JOHNSON DR SHAWNEE KS 66203 N/A PC Shawnee UMC Foundation 5000 SHAWNEE UNITED METHODIST CHURCH 10700 JOHNSON DR SHAWNEE KS 66203 N/A PC Parking Lot Resurfacing fund 20000 89200 14 89 14 45536 18 98085 143710 143710 false false false false false false false false false false X X 1 D'Amato Steve 5002 Woodsonia Dr Shawnee KS 66226 1023889 X 1 VANGUARD HIGH DIV YIELD VYM, 324.0215 sh. 45201 2025-11-07 1 THORNBURG GLOBAL OPPORTUNITIES A THOAX, 2270.092 sh. 132619 2025-11-07 1 T. ROWE PRICE DIVIDEND GROWTH FUND I CL PDGIX, 2002.392 sh. 171184 2025-11-07 1 ISHARES RUSSELL TOP 200 GROW IWY, 1498.4623 sh. 409455 2025-11-07 1 FIDELITY SELECT SOFTWARE AND IT SERVICE FSCSX, 2302.617 sh. 66154 2025-11-07 1 ELI LILLY & CO LLY, 31 sh. 28410 2025-11-07 1 APPLE INC AAPL, 70 sh. 18867 2025-11-07 1 AMERICAN BALANCED FUND INC BALFX, 306 sh. 11925 2025-11-07 1 AMANA GROWTH FUND CLASS INSTL AMIGX, 587.488 sh. 55012 2025-11-07 1 ALLIANCEBERSTEIN LG CAP GR ADV APGYX, 289.219 sh. 35565 2025-11-07 1 VANGUARD DIVIDEND APPREC IDX ADMIRAL VDADX, 845.802 sh. 49496 2025-11-07 ALLIANCEBERSTEIN LG CAP GR ADV 92301 104088 AMANA GROWTH FUND CLASS INSTL 55012 55371 AMERICAN BALANCED FUND INC 11925 11460 AMERICAN MUTUAL FUND CL F2 78612 92525 APPLE INC 18867 19030 BOSTON TRUST WALDEN MID CAP IN 100722 105751 ELI LILLY & CO 28410 33315 ETF SPDR SERIES TRUST 16836 17663 FIDELITY CONVERTIBLE SECURITIE 118279 127595 FIDELITY SELECT SOFTWARE AND I 66154 58095 GUGGENHEIM TOTAL RETURN BOND F 107173 110646 INVESCO QQQ TRUST 56287 76553 ISHARE SP GBL 100 IN 77217 105469 ISHARES CORE US VALUE 167352 190392 ISHARES RUSSELL TOP 200 GROW 495217 596128 LAZARD GLOBAL LISTED INFRASTRU 77387 92351 NEW WORLD FUND, INC 75760 98087 PARNASSUS EQUITY INCOME FUND I 121776 119682 PIMCO INCOME FUND 85701 88814 T. ROWE PRICE DIVIDEND GROWTH 171184 163295 THORNBURG GLOBAL OPPORTUNITIES 132619 107897 VALUE LINE MID CAP FOCUSED FUN 138626 153092 VANGUARD DIVIDEND APPREC IDX A 49496 50452 VANGUARD FTSE DEVELOPED MARKET 61089 74267 VANGUARD HIGH DIV YIELD 45201 46504 VANGUARD S&P 500 ETF 147874 190507 VANGUARD SM-CAP ETF 137956 167968 VANGUARD SMALL-CAP GROWTH ETF 71529 92997 VICTORY RS PARTNERS FUND CL Y 111099 117122 WISDOMTREE INTERNATIONAL HDGD 64552 67881 Administrative Fees 14599 14599 State or Local Filing Fees 25 25 Investment Management Services 9621 9621 990-PF Estimated Tax for 2025 1500 990-PF Extension for 2024 1800