2024-05-02T11:41:40-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 832079661 William N Rom MD MPH Foundation % Foundation Source WILL 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 WILLIAM N ROM PRESIDENT 8008391754 2024-04-30 true WILLIAM N ROM 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 540032 X 0 X 607 607 14819 14819 23667 334229 63764 39093 79190 0 6125 6125 393 64 6045 6045 12563 6189 6045 112000 112000 124563 6189 118045 -85470 73001 121629 50428 50428 52832 122956 125235 308479 224086 364369 482940 397470 540032 0 0 X 482940 397470 482940 397470 482940 397470 482940 -85470 397470 397470 Publicly-traded Securities 334229 270465 63764 63764 63764 1015 1015 1015 200 0 200 X 0 815 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 William N Rom Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 510809 32436 0 543245 0 543245 8149 535096 26755 26755 1015 1015 25740 25740 25740 118045 0 0 0 0 118045 25740 2021 2020 2019 9311 1791 13656 33844 58602 118045 25740 92305 150907 0 150907 9311 1791 13656 33844 92305 William N Rom X NEW YORK UNIVERSITY 547 LAGUARDIA PL NEW YORK NY 10012 N/A PC Climate Change and Health Fellowship fund in the NYU School of Global Public Health for 2023 6000 NEW YORK UNIVERSITY 547 LAGUARDIA PL NEW YORK NY 10012 N/A PC Scholarship Fund 100000 UNIVERSITY OF MINNESOTA FOUNDATION 200 OAK ST SE STE 500 MINNEAPOLIS MN 55455 N/A PC Harry Jacob MD and John Kersey MD Scholarship Fund for medical students pursuing an academic career 5000 WORLD INFORMATION TRANSFER INC 478 SUMMIT RD MOUNTAINSIDE NJ 07092 N/A PC General & Unrestricted 1000 112000 14 607 14 14819 18 23667 39093 39093 false false false false false false false false false false ACCENTURE PLC 2351 5615 AMERICAN ELECTRIC POWER INC 3185 2924 APPLE INC 5167 25992 BLACKROCK INC 801 1624 BOFA FINANCE LLC L/0 TC-CYN ND 20000 20040 CHUBB LIMITED 2546 4294 CISCO SYSTEMS INC 3876 4395 DIAGEO PLC ADS 3396 3350 FINANCIAL SELECT SECTOR SPDR F 25148 37450 HOME DEPOT INC 2999 5891 INVESCO QQQ TRUST 21095 53237 ISHARES HIGH DIVIDEND EQUITY F 43200 50281 ISHARES MORNINGSTAR MID CAP ET 42615 67196 JP MORGAN CHASE 2548 4253 LINDE PLC COM 2461 5750 LOCKHEED MARTIN CORP 3419 5439 MARSH AND MCLENNAN COMPANIES I 2856 6631 MCDONALD'S CORP 3264 5337 MEDTRONIC PLC 3648 3460 MICROSOFT CORP 4927 17674 NEXTERA ENERGY, INC 1686 2065 NOVARTIS AG ADR 4041 5351 PROCTER GAMBLE CO 4662 6155 RAYTHEON TECHNOLOGIES CORP 1712 2272 REPUBLIC SVCS INC 1496 3298 TEXAS INSTRUMENTS INC 1637 2557 THE COCA-COLA CO 4137 5127 UNION PACIFIC 3115 4667 UNITED PARCEL SERVICE 2098 2044 122956 125235 Administrative Fees 6020 6020 State or Local Filing Fees 25 25 Investment Management Services 6125 6125 990-PF Estimated Tax for 2023 200 990-PF Excise Tax for 2022 129 Foreign Tax Paid 64 64