2026-09-22T10:12:07-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 273799685 Anton E B Schefer Foundation % Foundation Source ANTO 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Okla Basil Meade Jr President 8008391754 2026-09-16 true Jeffrey D Haskell P01345770 8008391754 2025 X 8140135 X 6607581 1013 1013 263873 263873 568 348745 568 33 33 6873068 265487 0 24891 24891 5948 6863 2 6861 37702 24893 6861 238422 238422 276124 24893 245283 6596944 240594 0 10552 98538 98538 1416565 5925523 6071009 2000000 1970588 1427117 8024061 8140135 0 0 X 1427117 8024061 1427117 8024061 1427117 8024061 1427117 6596944 8024061 8024061 Publicly-traded Securities 348745 348177 568 568 568 3344 3344 3344 1800 0 1700 3500 X 1 155 155 0 false false false false false false false true true VA 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 Winston Dalton Meade Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 Elizabeth Alexandra Meade Codraro Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Okla Basil Meade Jr Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 3023176 96595 842224 3961995 0 3961995 59430 3902565 195128 195128 3344 3344 191784 191784 191784 245283 0 0 0 0 245283 191784 2023 2022 2021 438672 83568 173915 179124 875279 245283 191784 53499 928778 0 928778 438672 83568 173915 179124 53499 NONE X BREARLEY SCHOOL 610 EAST 83RD ST NEW YORK NY 10028 N/A PC General & Unrestricted 2500 BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC 641 LEXINGTON AVE 15TH FL NEW YORK NY 10022 N/A PC scholarship fund from the Anton E. B. Schefer Foundation to Trinity College, Cambridge University 37600 BUCKLEY SCHOOL IN THE CITY OF NEW YORK 113 E 73RD ST NEW YORK NY 10021 N/A PC General & Unrestricted 2500 CHAPEL & YORK US FOUNDATION INC 1350 AVE OF THE AMERICAS FL 2 ST NEW YORK NY 10019 N/A PC The Parochial Church Council of St. Swithun's Cheswardine 43075 COLLEGE FOUNDATION OF THE UNIVERSITY OF VIRGINIA 2410 OLD IVY RD STE 100 CHARLOTTESVLE VA 22903 N/A PC University of Virginia Advancement Operations, College Benefactors Society Board 10000 GREENWICH ACADEMY INC 200 N MAPLE AVE GREENWICH CT 06830 N/A PC Annual Fund 2500 GREENWICH LIBRARY 101 W PUTNAM AVE GREENWICH CT 06830 N/A PC Greenwich Library Trustee's Development Fund 12000 UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE PO BOX 400173 CHARLOTTESVILLE VA 22904 N/A PC For the Lenox-Conyngham Scholarship Fund 128247 238422 14 1013 14 263873 18 568 CLASS ACTION LAWSUIT PROCEEDS 01 33 265487 265487 false false false false false false false false false false X X 1 Anton Schefer Trust dtd 12312009 6 AMPTHILL ROAD Richmond VA 23226 6607581 X X 1 ARES CAPITAL CORPORATION - CLOSED END F ARCC, 17500 sh. 346456 2025-10-16 1 JANUS HENDERSON AAA CLO ETF JAAA, 10000 sh. 506000 2025-10-16 1 REAVES UTIL INC FD UTG, 21500 sh. 886935 2025-10-16 1 ALTRIA GROUP INC MO, 1000 sh. 63768 2025-10-21 ALTRIA GROUP INC 63768 57660 ARES CAPITAL CORPORATION - CLO 430624 455175 BLUE OWL ALTERNATIVE CREDIT I 1999999 2047319 BLUE OWL CAPITAL CORPORATION 165988 136730 CHEVRON CORP 55888 99067 CITIGROUP INC 148025 227546 COMCAST CORP 88430 59780 EXXON MOBIL CORP 63063 126357 JANUS HENDERSON AAA CLO ETF 673574 672714 META PLATFORMS INC 20082 66009 MS INSTITUTIONAL FUND TRUST U 906591 906591 REAVES UTIL INC FD 1094878 1042529 TCG BDC INC 141666 124900 VERIZON COMMUNICATIONS 72947 48632 BLACKSTONE BCRED 2000000 1970588 Administrative Fees 6836 6836 Bank Charges 2 2 State or Local Filing Fees 25 25 Class Action Lawsuit Proceeds 33 33 Investment Management Services 24891 24891 990-PF Estimated Tax for 2025 1800 990-PF Excise Tax for 2024 4148