2025-04-17T06:57:12-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 873822752 Young Family Foundation % Foundation Source YOUN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Cathleen Young President 8008391754 2025-04-10 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 464340 X 178635 665 665 3704 3704 13420 300592 188649 2770 199194 193018 0 3030 3030 8581 8581 11611 3030 8581 0 0 11611 3030 8581 187583 189988 5982 20059 20059 197340 370846 444281 203322 390905 464340 0 0 X 203322 390905 203322 390905 203322 390905 203322 187583 390905 390905 Publicly-traded Securities 300592 111943 188649 188649 188649 2641 2641 2641 100 0 100 X 0 2541 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 Kristina Cruse Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec 1.0 0 0 0 Cathleen Young Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Jason Young Foundation Source 501 Silverside Rd Wilmington DE 198091377 Treas 1.0 0 0 0 296424 23637 0 320061 0 320061 4801 315260 15763 15763 2641 2641 13122 13122 13122 8581 0 0 0 0 8581 13122 4213 7912 12125 8581 8581 0 4541 4541 7584 0 7584 7584 NONE X 14 665 14 3704 18 13420 Federal Tax Refund 01 2770 20559 20559 false false false false false false false false false false X X 1 Young Family Trust c/o Cathleen Young 19235 Megan Pl Oswego OR 97034 178635 X 1 APPLE INC AAPL, 790 sh. 178635 2024-08-22 ABBOTT LABS 4067 3733 ACCENTURE PLC 3891 3870 ADVANCED MICRO DEVICES INC 4267 3382 ALPHABET INC CL A 22086 28016 AMAZON COM 37297 49362 AMERICAN EXPRESS CO 1952 4155 AMERICAN TOWER REIT INC 2217 1834 APPLE INC 24079 33305 BLOCK INC 4713 4419 CHARTER COMMUNICATIONS, INC 2515 1714 CHUBB LIMITED 3312 3868 CINTAS CRP 3904 3471 COMCAST CORP 2355 1839 COSTCO WHOLESALE CORPORATION 6604 8246 CROWN CASTLE INTL 5221 3540 ECOLAB INC 3795 3515 EMERSON ELECTRIC CO 2984 3966 FEDEX CORPORATION 1757 1969 FIRST TRUST LOW DURATION OPPOR 4554 4478 FIRST TRUST SMID CAP RISING DI 22084 20363 FLEXSHARES IBOXX 3-YEAR TARGET 1734 1675 FLEXSHARES IBOXX 5-YEAR TARGET 461 442 GOLDMAN SACHS TREASURYACCESS 0 3002 2998 INTEL CORP 3304 3248 INVESCO ULTRA SHORT DURATION E 4268 4259 ISHARES SHORT MATURITY BOND ET 2124 2121 LINDE PLC COM 3369 3768 META PLATFORMS INC 9465 26933 MICROSOFT CORP 24923 28241 NEXTERA ENERGY, INC 4487 3871 NVIDIA CORP 24852 25918 PALANTIR TECHNOLOGIES INC 8084 11269 PALO ALTO NETWORKS INC 9022 9462 PAYPAL HOLDINGS, INC 6597 6316 PHILLIPS 66 3075 3418 PROCTER GAMBLE CO 6457 6203 PROLOGIS 4454 3700 SERVICE NOW 3587 4240 SHOPIFY INC 6571 13079 SPDR BARCLAYS CAPITAL 1-3 MONT 824 823 SPDR PORTFOLIO SHORT TERM CORP 429 418 T-MOBILE US INC 2693 3752 TESLA MOTORS INC 21095 33922 UBER 7675 6454 UNITED PARCEL SERVICE 2795 1892 VANGUARD SHORT TERM INFLATION 9020 8861 VANGUARD ULTRASHORT BOND 8975 8932 VERIZON COMMUNICATIONS 2310 1880 VISA INC 3265 4109 WAL-MART STORES INC 9907 15360 WEC ENERGY GROUP, INC 3815 3762 ZOETIS INC 4553 3910 Administrative Fees 8556 8556 State or Local Filing Fees 25 25 Federal Tax Refund 2770 Investment Management Services 3030 3030