2025-11-07T07:45:08-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 263604338 Francis and Christine Martin Family Foundation % Foundation Source FRAN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Lily Sun Young Martin Vice President 8008391754 2025-11-03 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 2415644 X 249253 202 202 73298 73298 85499 542960 306655 39 39 408291 380194 0 22816 22816 1326 126 14062 221 13841 38204 23163 13841 78000 78000 116204 23163 91841 292087 357031 0 105261 111216 111216 1386604 1672736 2304428 1491865 1783952 2415644 0 0 X 1491865 1783952 1491865 1783952 1491865 1783952 1491865 292087 1783952 1783952 Publicly-traded Securities 542960 236305 306655 306655 306655 4963 4963 4963 1041 0 4000 5041 X 0 78 78 false false false false true 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 Amy C Martin Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Christine W Martin Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec 1.0 0 0 0 David F Martin Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Hanh Nguyen Martin Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Kenneth H Martin Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Lily Sun-Young Martin Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP, Treas 1.0 0 0 0 2196395 85131 0 2281526 0 2281526 34223 2247303 112365 112365 4963 4963 107402 107402 107402 91841 0 0 0 0 91841 107402 84912 91841 84912 6929 0 0 100473 0 0 Christine W Martin X HEALTH IN HARMONY INC PO BOX 96176 PORTLAND OR 97296 N/A PC General & Unrestricted 10000 HELP PERU INC 418 E 59TH ST APT 19A NEW YORK NY 10022 N/A PC Conservamos por la Naturaleza 5000 IF NOT US THEN WHO 73 MARKET ST VENICE CA 90291 N/A PC General & Unrestricted 5000 MONGABAY ORG CORPORATION 2 MOULTON DR ATHERTON CA 94027 N/A PC General & Unrestricted 20000 NATURE AND CULTURE INTERNATIONAL 1400 MAIDEN LN DEL MAR CA 92014 N/A PC General & Unrestricted 10000 PHOENIX CONSERVANCY PO BOX 977 PULLMAN WA 99163 N/A PC General & Unrestricted 5000 PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA PO BOX 6009 WHITTIER CA 90607 N/A PC General & Unrestricted 3000 SYNCHRONICITY EARTH USA INC PO BOX 78 NEW YORK NY 10024 N/A PC Amazon Alliance (Grace Souza) 10000 THE INTERNATIONAL WILDERNESS LEADERSHIP FOUNDATION 717 POPLAR AVE BOULDER CO 80304 N/A PC Coalition Wild 5000 THE UCLA FOUNDATION PO BOX 7145 PASADENA CA 91109 N/A PC IoES Pritzker Award 5000 78000 14 202 14 73298 18 85499 CLASS ACTION LAWSUIT PROCEEDS 01 39 159038 159038 false false false false false false false false false false X X 1 Martin Christine 865 Fernhill Ct Newbury Park CA 91320 249253 X 1 UNITED RENTALS INC URI, 5 sh. 4176 2024-11-18 1 TRANE TECHNOLOGIES PLC TT, 9.13 sh. 3744 2024-11-18 1 TESLA MOTORS INC TSLA, 61 sh. 20696 2024-11-18 1 TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 60.689 sh. 11273 2024-11-18 1 SERVICE NOW NOW, 4 sh. 4050 2024-11-18 1 PARKER HANNIFIN CP PH, 1 sh. 694 2024-11-18 1 EMCOR GROUP INC EME, 5.893 sh. 2956 2024-11-18 1 KLA TENCOR CORP KLAC, 4 sh. 2471 2024-11-18 1 MARVELL TECHNOLOGY, INC MRVL, 17 sh. 1506 2024-11-18 1 MERCADOLIBRE, INC MELI, 2 sh. 3777 2024-11-18 1 NVIDIA CORP NVDA, 246.77 sh. 34387 2024-11-18 1 NVIDIA CORP NVDA, 797 sh. 111062 2024-11-18 1 ADVANCED MICRO DEVICES INC AMD, 36 sh. 5006 2024-11-18 1 ADVANTEST CORP - ADR ATEYY, 48 sh. 2819 2024-11-18 1 ARISTA NETWORKS ANET, 12 sh. 4495 2024-11-18 1 BROADCOM INC AVGO, 220 sh. 36141 2024-11-18 ABBOTT LABS 2807 2703 ABBVIE INC 1449 2811 ACCENTURE PLC 1222 3487 ACI WORLDWIDE INC 651 1171 AIA GROUP LTD ADR 4617 3603 AIR PRODS & CHEM INC 1309 1549 AIRBUS GROUP 3847 5378 ALPHABET INC CL A 4688 9980 AMAZON COM 5454 9916 AMER INTERNATIONAL GROUP INC 634 893 AMERICAN EXPRESS CO 1949 3854 AMERICAN TOWER REIT INC 3693 4327 AMGEN INC 151772 615111 AMICUS THERAPEUTICS INC 830 697 AMPHENOL CORPORATION 2149 2434 APOLLO GLOBAL MANAGEMENT, INC 1147 2832 APPLE INC 5688 15450 APPLIED IDNS TECH 737 787 APPLIED MATERIALS INC 1769 1848 ARGENX SE 1232 2644 ARISTA NETWORKS 1087 4974 ASTRAZENECA 1591 1556 AVALONBAY CMNTYS INC 1729 2185 AVIDITY BIOSCIENCES, INC. 445 289 AVIENT 830 708 BANK OF AMERICA CORP 1746 2326 BANK OF IRELAND GROUP 4991 4850 BARCLAYS PLC ADR 3567 4984 BARRY CALLEBAUT AG UNSPSD ADR 5399 4284 BECTON DICKINSON & CO 4679 5148 BERKSHIRE HATHAWAY INC. CLASS 3961 6052 BILL COM HOLDINGS 692 682 BLACKROCK FUNDS LOW DURATION P 193489 184958 BLACKROCK GLOBAL LONG SHORT EQ 27848 30402 BLACKROCK GLOBAL LONG/SHORT CR 51990 44132 BRAZE, INC 999 854 BRINKS CO 635 535 BROADCOM INC 2754 10979 BUILDERS FIRST SOURCE INC 852 703 BUNZL PLC SPONSORED ADR 4240 4609 BWX TECHNOLOGIES INC 1802 2621 CABOT CP 488 445 CALVERT SMALL CAP VALUE FUND C 40655 65528 CAP GEMINI SA UNSP/ADR 6292 7206 CAPITAL ONE FINANCIAL CORP 1476 2413 CCM COMMUNITY IMPACT BOND FUND 123756 115370 CENCORA INC 1495 2911 CHAMPIONX CORP 477 930 CHEVRON CORP 1795 2217 CHEWY INC 1056 1281 CIGNA CORPORATION 2260 3311 CNH GLOBAL NV 5002 5065 COLGATE-PALMOLIVE COMPANY 1762 2180 COMCAST CORP 5315 5367 COMPASS GROUP PLC ADR 2596 3661 CONFLUENT, INC 645 725 COSTCO WHOLESALE CORPORATION 1300 2054 COTERRA ENERGY INC 1193 1203 CRINETICS PHARMACEUTICALS INC 389 500 CSX CORP 1053 1461 CURTISS WRIGHT CP 824 1394 DAIFUKU CO LTD UNSPONSRED ADS 4923 4497 DANAHER CORP 499 1393 DBS GROUP HLDGS SPON ADR 2074 5378 DECKERS OUTDOOR CORPORATION 737 1825 DIAGEO PLC ADS 12111 9894 DIAMOND HILL LONG SHORT FUND C 31333 33599 DOCUSIGN INC 1119 1412 DOLBY LABORATORIES 886 1149 DORMAN PRODUCTS INC 615 678 DOXIMITY ORD SHS CLASS A 502 495 DR ING H C F PORSCHE AG ADR 5607 4525 DTE ENERGY CO COM 1098 1221 EATON CORP PLC 1597 2759 EDISON INTL 969 1157 ELASTIC NV 654 602 ELEVANCE HEALTH INC 1459 1780 EMCOR GROUP INC 2270 2054 ENBRIDGE INC 3242 3658 ENTEGRIS INC 992 1574 EPIROC AB 5538 4757 EQT CORPORATION 1783 2213 EQUINOR ASA 6030 4880 ETSY INC 1040 929 EXLSERVICE HOLDINGS INC 671 876 EXPEDIA INC 2032 2551 EXXON MOBIL CORP 5920 6151 FISERV, INC 1128 2054 FREEPORT-MCMORAN COPPER & GOLD 1174 1196 GENERAL MOTORS 491 722 GILEAD SCIENCES INC 916 1113 GITLAB INC 1588 1673 GODADDY INC 3712 8023 GOLDMAN SACHS INTL SMALL CAP I 94407 106975 GRACO INC 539 985 GRAINGER W W INC 1271 3001 HALEON PLC 6196 7041 HAMILTON LANE INC 923 1087 HOME DEPOT INC 1094 2330 HONEYWELL INTL 1152 2249 HOULIHAN LOKEY INC 1182 1328 HUBBELL INCORPORATED 1278 1489 HUBSPOT INC 1423 2389 HYATT HOTELS CORP 837 1818 ICON PLC - AMERICAN DEPOSITARY 4979 4795 IDEAYA BIOSCIENCES 1295 853 IMMUNOCORE HLDGS PLC 1178 673 INARI MEDICAL INC 844 702 INFINEON TECH ADS 5473 5156 ING GROUP N V SPONSORED ADR 5967 7318 INSMED INC COM DE 984 1041 INTERACTIVE BROKERS GROUP, INC 2500 4582 INTERTEK GROUP UNSP ADR 6017 5077 INTUIT 271 1721 INVESCO OPPENHEIMER DEVELOPING 67197 65684 IQVIA HOLDINGS INC 712 718 JFROG 1005 1199 JOHNSON & JOHNSON 1544 1640 JP MORGAN CHASE 4335 10681 JULIUS BAER GROUP LTD 5007 5228 KBC GROUP SA UNSP ADR 5286 6210 KERRY GROUP PLC 4996 5307 KNIGHT SWIFT TRANSPORTATION HO 487 494 KNORR BREMSE ADR 4152 4585 KYNDRYL HOLDINGS INC 1614 1722 L'AIR LIQUIDE ADR OTC 3025 3515 LATTICE SEMICONDUCTOR 1235 1183 LENNOX INTL INC 1320 1378 LINCOLN ELECTRIC HOLDING INC 1073 956 LINDE PLC COM 3211 5996 LONDON STK EXCHANGE GROUP 3944 5032 LOWES COMPANIES INC 1082 2462 LVMH MOET HENN UNSP 3373 3149 MADRIGAL PHARMACEUTICALS 738 882 MANHATTAN ASSOCIATES INC 1262 1399 MARSH AND MCLENNAN COMPANIES I 1062 2657 MASTERCARD INC 4296 7929 MCDONALD'S CORP 2399 2953 MERCK & CO INC 1935 2331 MERCK KGAA SPON ADR EACH REPR 4697 4695 META PLATFORMS INC 1345 1662 METLIFE INC 1724 2358 MICROSOFT CORP 8726 21860 MITSUBISHI ESTATE CO ADR 4508 5008 MODINE MFG CO 507 491 MONDELEZ INTERNATIONAL INC 1268 1466 MONGODB INC CL A 1921 1450 MONOTARO CO., LTD 3513 5151 MOTOROLA SOLUTIONS INC 1839 3792 MUELLER IND INC 825 926 MURPHY USA INC 1352 1352 NATIONAL GRID TRANSCO PLC 1595 1634 NESTLE S.A 8562 6741 NEUROCRINE BIOSCIENCES, INC 1491 1844 NEW YORK TIMES CO CL A 1291 1731 NEXTERA ENERGY, INC 1557 2938 NIDEC CORPORATION ADR 6252 4723 NINTENDO CO LTD ADR UNSPON 4282 5413 NORDSON CP 533 1164 NORTHROP GRUMMAN CORP 3061 3444 NOVARTIS AG ADR 4447 4621 NOVO NORDISK A S 1554 1183 OPTION CARE HEALTH INC 521 374 ORACLE CORP 960 2277 OTIS WORLDWIDE CORP 738 1297 PARNASSUS FD EQUITY INCOME FUN 27474 42726 PATRICK IND INC 745 614 PEPSICO INC 1119 1681 PHILIP MORRIS INTL 1613 2398 PIMCO INCOME FUND P CLASS 158705 137956 PNC FINANCIAL GROUP INC 773 1228 POWER INTEGRATIONS, INC 295 740 PPG INDUSTRIES INC 957 1187 PROCEPT BIOROBOTICS 451 499 PROCORE TECHNOLOGIES INC 1296 1335 PROCTER GAMBLE CO 1135 1746 PROGRESSIVE CORP OHIO 1441 3906 PROLOGIS 2386 2432 PUBLIC STORAGE INC 1017 1082 PUMA SE UNSPONSORED ADR 5820 4503 RAYTHEON TECHNOLOGIES CORP 1249 2006 ROCHE HOLDING LTD ADR 8921 8581 RWE AKTIENGESELLSCHAF 5547 4213 S&P GLOBAL INC COM 2114 2585 SANTOS LIMITED 6169 4673 SAP AKTIENGESELL ADS 3533 6544 SAREPTA THERAPEUTICS INC 1228 1216 SCHLUMBERGER LTD 3722 3466 SEMPRA ENERGY COM 2875 3632 SHERWIN-WILLIAMS CO 773 1737 SINGAPORE TELE ADR 4266 5182 SMITH A O CORP DEL COM 958 1322 SMURFIT 1901 1911 SONY GROUP CORP 7502 8168 SPRINGWORKS THERAPEUTICS INC 1625 1093 SPROUTS FARMERS MARKET INC 910 1093 SSE PLC SPON ADR 5003 4484 STARBUCKS CORP COM 1298 1269 STIFEL FINANCIAL CP 1233 1803 T-MOBILE US INC 1973 2961 TAIWAN SEMICONDUCTOR MFG CO LT 3517 6979 TAPESTRY INC 1260 2255 TEMENOS GROUP AG 3996 3907 TERUMO CORP 3770 4836 TEXAS INSTRUMENTS INC 3394 5013 TEXAS ROADHOUSE, INC 1087 1136 THALES S.A. 5094 4343 THE COCA-COLA CO 1690 2080 THORNBURG INV INCOME BUILDER 115786 137925 TJX COMPANIES INC 1638 2643 TOKYO ELECTRON LTD 3238 3880 TOPBUILD CORP 755 1088 TOTALENERGIES SE 6554 5450 TRANE TECHNOLOGIES PLC 711 2361 TRAVELERS COMPANIES INC 1108 2739 TYLER TECHNOLOGIES, INC 1922 2847 UCB UNSP ADR 3287 5553 UNILEVER PLC AMER 1408 1369 UNION PACIFIC 2192 3984 UNITED RENTALS INC 876 1770 UNITEDHEALTH GROUP INC 1755 5180 VALVOLINE INC 671 597 VERRA MOBILITY CORPORATION 872 740 VESTAS WIND SYS UNSP/ADR 881 512 VIKING THERAPEUTICS INC 498 287 VIRTUS EMERGING MARKETS OPPTS 69279 50738 VISA INC 870 2659 VULCAN MATERIALS CO 1619 2769 WAL-MART STORES INC 1864 3286 WALT DISNEY HOLDINGS CO 1111 1214 WASTE MANAGEMENT INC 722 1784 WEC ENERGY GROUP, INC 1675 2308 WILLIAMS COS 1438 3425 WINGSTOP INC 1381 1825 WINTRUST FINANCIAL CORPORATION 1043 1335 XENON PHARMACEUTICALS 578 548 ZOETIS INC 2491 2280 Administrative Fees 13816 13816 Bank Charges 221 221 State or Local Filing Fees 25 25 Class Action Lawsuit Proceeds 39 39 Investment Management Services 22816 22816 990-PF Estimated Tax for 2024 1000 990-PF Extension for 2023 200 Foreign Tax Paid 126 126