2024-11-13T23:16:16-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 270380219 The Steven C Calicchio Foundation % Foundation Source STEV 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 lisa jackson secretary 8008391754 2024-11-13 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 2946461 X 350695 674 674 23718 23718 -43557 4188887 0 206971 206971 538501 231363 0 37331 37331 0 0 9843 9843 4200 14146 60 14086 65520 47234 0 14086 0 0 65520 47234 0 14086 472981 184129 24872 82221 82221 1044045 1459677 1532225 1000000 1000000 1332015 2068917 2541898 2946461 0 0 X 2068917 2541898 2068917 2541898 2068917 2541898 2068917 472981 2541898 2541898 Publicly-traded Securities 4188887 4232444 -43557 -43557 -43557 2559 2559 2559 3589 0 3000 6589 X 0 4030 2600 1430 false false false false false false false true true NY true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false false false false false false false false false false false false false false false false false false Millicent Calicchio Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Lisa Jackson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Tate Jackson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 1026655 59538 1332015 2418208 0 2418208 36273 2381935 119097 119097 2559 2559 116538 116538 116538 14086 0 0 0 0 14086 116538 279127 354585 264795 176198 1074705 14086 14086 0 102452 102452 972253 0 176675 795578 354585 264795 176198 NONE X 14 674 14 23718 18 -43557 CLASS ACTION LAWSUIT PROCEEDS 01 206971 187806 187806 false false false false false false false false false false X X 1 Charitable Lead Trust B 34 East 51st Street 4th Fl New York NY 10022 350695 X ALLSTATE CORP 22892 23097 AMERICAN EXPRESS CO 46977 52268 BECTON DICKINSON & CO 43230 45352 BLACKROCK INC 58184 63321 BLUE OWL CAPITAL 24147 26909 BROADCOM INC 39707 47999 CHEVRON CORP 21785 22821 COMCAST CORP 44407 45736 CONSOLIDATED EDISON INC 29135 28747 CSX CORP 38161 39593 D R HORTON 36909 41187 DEERE CO 21752 23992 DIGITAL RLTY TR INC 49324 49525 EATON CORP PLC 37391 39254 ELI LILLY & CO 27538 27397 EMERSON ELECTRIC CO 44729 49054 EXXON MOBIL CORP 58016 58388 GEN DYNAMICS CP 16085 16619 HCA INC 30708 32752 HEWLETT PACKARD ENTERPRISE CO 36335 38765 HOME DEPOT INC 15304 16288 HP INC 22428 22989 INTERNATIONAL BUSINESS MACHINE 53114 53972 INTERPUBLIC GROUP OF COS 37317 39364 JP MORGAN CHASE 59874 64809 KINDER MORGAN INC 36550 36726 KRAFT HEINZ CO 39105 39569 MAGNA INTERNATIONAL INC 42641 46141 MCDONALD'S CORP 22677 23424 MEDTRONIC PLC 43640 45309 MICROSOFT CORP 29165 29707 PEPSICO INC 42275 42800 PRINCIPAL FINANCIAL GROUP 29700 31311 REALTY INCOME CORP 21613 22623 SYNCHRONY FINANCIAL 39536 43193 TEXAS INSTRUMENTS INC 21977 23864 TRUIST FINANCIAL CORPORATION 29761 32416 UNITEDHEALTH GROUP INC 43157 41591 VICI PROPERTIES INC 22303 22571 WELLTOWER INC. 30346 31289 WILLIAMS COS 49782 49493 SKYE GLOBAL FUND LTD 1000000 1332015 General Consultations 37331 37331 Administrative Fees 13836 13836 Bank Charges 60 60 State or Local Filing Fees 250 250 Class Action Lawsuit Proceeds 206971 206971 Investment Management Services 9843 9843 990-PF Estimated Tax for 2023 1900 990-PF Extension for 2022 2300