2024-09-19T13:16:05-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-11-28 934606164 The Jon and Shelby Groot Foundation % Foundation Source JONA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 jonathan groot president 8008391754 2024-09-10 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-08-08 14:25:15Z X X 3479848 X 3481949 0 3481949 0 0 0 0 0 0 0 0 0 0 3481949 0 3128075 3124429 353874 355419 0 3481949 3479848 0 0 X 3481949 0 3481949 0 3481949 0 3481949 3481949 3481949 0 0 0 0 0 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 Jonathan L Groot Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 1739924 0 0 1739924 0 1739924 26099 1713825 7982 7982 0 0 7982 7982 7982 0 0 0 0 0 0 7982 2021 2020 2019 0 0 0 7982 0 0 Jonathan L Groot X false false false false false false false false false false X X 1 Groot Jonathan L 3912 Beresford Road Charlotte NC 28211 3481949 X 1 ZOETIS INC ZTS, 787 sh. 155141 2023-12-29 1 VISA INC V, 258 sh. 67226 2023-12-29 1 UNITEDHEALTH GROUP INC UNH, 110 sh. 57869 2023-12-29 1 TEXAS INSTRUMENTS INC TXN, 230 sh. 39286 2023-12-29 1 STRYKER CORPORATION SYK, 244 sh. 73016 2023-12-29 1 CONSUMER DISCRETIONARY SELECT SECTOR SP XLY, 379 sh. 67934 2023-12-29 1 ANALOG DEVICES INC ADI, 393 sh. 78362 2023-12-29 1 APPLE INC AAPL, 604 sh. 116611 2023-12-29 1 BP PLC SPONSORED ADR BP, 4000 sh. 141590 2023-12-29 1 BROADCOM INC AVGO, 120 sh. 134343 2023-12-29 1 CISCO SYSTEMS INC CSCO, 542 sh. 27320 2023-12-29 1 TE CONNECTIVITY LTD TEL, 441 sh. 62020 2023-12-29 1 ABBOTT LABS ABT, 256 sh. 28232 2023-12-29 1 ADAMS NATURAL RESOURCES FUND INC PEO, 2040 sh. 42238 2023-12-29 1 AIR PRODS & CHEM INC APD, 63 sh. 17227 2023-12-29 1 AMAZON COM AMZN, 1080 sh. 164657 2023-12-29 1 AMERICAN TOWER REIT INC AMT, 25 sh. 5398 2023-12-29 1 EOG RESOURCES INC EOG, 205 sh. 24875 2023-12-29 1 DEERE CO DE, 43 sh. 17168 2023-12-29 1 COUPANG ORD SHS CL A CPNG, 5573 sh. 90687 2023-12-29 1 CONOCOPHILLIPS COP, 592 sh. 69075 2023-12-29 1 COMCAST CORP CMCSA, 770 sh. 33765 2023-12-29 1 ACCENTURE PLC ACN, 117 sh. 41087 2023-12-29 1 ISHARES S&P 500 INDEX FD IVV, 702 sh. 335135 2023-12-29 1 INVESCO QQQ TRUST QQQ, 295 sh. 120835 2023-12-29 1 INTERCONTINENTAL EXCHANGE, INC ICE, 400 sh. 51366 2023-12-29 1 HONEYWELL INTL HON, 242 sh. 50709 2023-12-29 1 HOME DEPOT INC HD, 115 sh. 39708 2023-12-29 1 ENERGY TRANSFER LP ET, 25755 sh. 353874 2023-12-29 1 MICROSOFT CORP MSFT, 287 sh. 107717 2023-12-29 1 MERCK & CO INC MRK, 554 sh. 60394 2023-12-29 1 MASTERCARD INC MA, 134 sh. 57126 2023-12-29 1 LOWES COMPANIES INC LOW, 348 sh. 77415 2023-12-29 1 ELI LILLY & CO LLY, 128 sh. 74601 2023-12-29 1 KLA TENCOR CORP KLAC, 187 sh. 108808 2023-12-29 1 SELECT SECTOR SPDR-HEALTH CARE XLV, 406 sh. 55306 2023-12-29 1 S&P GLOBAL INC COM SPGI, 45 sh. 19864 2023-12-29 1 RAYTHEON TECHNOLOGIES CORP RTX, 302 sh. 25397 2023-12-29 1 PINTEREST INC PINS, 8071 sh. 300504 2023-12-29 1 NORTHROP GRUMMAN CORP NOC, 104 sh. 48565 2023-12-29 1 MOODYS CORP MCO, 101 sh. 39501 2023-12-29 Form 990-PF FORM 990-PF ONE OR MORE PARTNERSHIPS HAVE PROVIDED A SCHEDULE K-3 FOR THE TAX YEAR IN WHICH THEY HAVE CHECKED ONE OR MORE OF THE BOXES IN PART I BUT NOT PROVIDED SUFFICIENT BACK-UP INFORMATION TO ALLOW THE FOUNDATION TO VERIFY WHY SUCH BOXES WERE CHECKED OR THE EXTENT TO WHICH THE CHECKING OF SUCH BOXES AFFECTS ANY ITEM ON THIS RETURN. THE FOUNDATION HAS PREPARED THIS RETURN TO THE BEST OF ITS ABILITY AND WITHOUT ANY FOREIGN FILINGS FOR SUCH PARTNERSHIPS BASED ON THE INFORMATION PROVIDED TO IT BY THESE PARTNERSHIPS AND ON THE BASIS OF HAVING RECEIVED NO INFORMATION TO THE CONTRARY. ANY MISSING OR INCOMPLETE INFORMATION IS DUE TO THE FOUNDATION'S INABILITY TO OBTAIN SUCH INFORMATION AND IS NOT A WILLFUL ATTEMPT TO WITHHOLD SUCH INFORMATION. ABBOTT LABS 28232 28178 ACCENTURE PLC 41087 41056 ADAMS NATURAL RESOURCES FUND I 42238 42085 AIR PRODS & CHEM INC 17227 17249 AMAZON COM 164656 164096 AMERICAN TOWER REIT INC 5398 5397 ANALOG DEVICES INC 78362 78034 APPLE INC 116611 116288 BP PLC SPONSORED ADR 141590 141600 BROADCOM INC 134343 133950 CISCO SYSTEMS INC 27320 27382 COMCAST CORP 33765 33765 CONOCOPHILLIPS 69075 68713 CONSUMER DISCRETIONARY SELECT 67934 67769 COUPANG ORD SHS CL A 90687 90227 DEERE CO 17168 17194 ELI LILLY & CO 74601 74614 EOG RESOURCES INC 24875 24795 HOME DEPOT INC 39708 39853 HONEYWELL INTL 50709 50750 INTERCONTINENTAL EXCHANGE, INC 51366 51372 INVESCO QQQ TRUST 120835 120808 ISHARES S&P 500 INDEX FD 335134 335297 KLA TENCOR CORP 108808 108703 LOWES COMPANIES INC 77415 77447 MASTERCARD INC 57126 57152 MERCK & CO INC 60394 60397 MICROSOFT CORP 107717 107923 MOODYS CORP 39501 39447 NORTHROP GRUMMAN CORP 48565 48687 PINTEREST INC 300503 298951 RAYTHEON TECHNOLOGIES CORP 25397 25410 S&P GLOBAL INC COM 19864 19823 SELECT SECTOR SPDR-HEALTH CARE 55306 55370 STRYKER CORPORATION 73016 73068 TE CONNECTIVITY LTD 62020 61961 TEXAS INSTRUMENTS INC 39286 39206 UNITEDHEALTH GROUP INC 57869 57912 VISA INC 67226 67170 ZOETIS INC 155141 155330 ENERGY TRANSFER LP 353874 355419 Groot Jonathan L 3912 Beresford Road Charlotte NC 28211