2025-09-25T07:28:45-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 832580941 The Richard Brady Brualdi Foundation % Foundation Source RICH 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Richard Brady Brualdi President 8008391754 2025-09-14 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 4396870 X 675648 3822 3822 87673 87673 59197 895632 470425 826340 561920 0 23577 23577 4100 10259 10259 37936 23577 10259 123600 123600 161536 23577 133859 664804 538343 0 226553 298132 298132 3104930 3698155 4098738 3331483 3996287 4396870 0 0 X 3331483 3996287 3331483 3996287 3331483 3996287 3331483 664804 3996287 3996287 Publicly-traded Securities 895632 425207 470425 470425 470425 7483 7483 7483 861 0 6700 7561 X 0 78 78 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 Richard Brualdi Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 3.0 0 0 0 3555648 192071 0 3747719 0 3747719 56216 3691503 184575 184575 7483 7483 177092 177092 177092 133859 0 0 0 0 133859 177092 111387 133859 111387 22472 0 0 154620 0 0 Richard Brualdi X Mount Horeb High 305 S 8TH ST Mount Horeb WI 53572 N/A GOV Glenn Spaay Memorial Scholarship Fund 100000 ST JOSEPH CATHOLIC ACADEMY 2846 44TH ST LONG IS CITY NY 11103 N/A PC General & Unrestricted 18600 ST VINCENT FERRER HIGH SCHOOL 151 EAST 65TH ST NEW YORK NY 10065 N/A PC General & Unrestricted 5000 123600 14 3822 14 87673 18 59197 150692 150692 false false false false false false false false false false X X 1 Brualdi Richard 25-57 41st Street Astoria NY 11103 675648 X 1 UPBOUND GROUP, INC UPBD, 119.819 sh. 3741 2024-12-18 1 H&R BLOCK INC HRB, 86.817 sh. 4695 2024-12-18 1 CIENA CORP CIEN, 110 sh. 9502 2024-12-18 1 FULTON FIN CORP FULT, 219.435 sh. 4488 2024-12-18 1 DONALDSON CO. INC DCI, 170.516 sh. 11882 2024-12-18 1 REINSURANCE GROUP AMER INC RGA, 37.757 sh. 7767 2024-12-18 1 ITT INC ITT, 202.783 sh. 29645 2024-12-18 1 CAVCO INDS INC DEL CVCO, 10 sh. 4651 2024-12-18 1 REGENCY CENTERS CORP REG, 124.345 sh. 9297 2024-12-18 1 RPM INTERNATIONAL INC RPM, 35.047 sh. 4533 2024-12-18 1 CHEESECAKE FACTORY INC CAKE, 86.272 sh. 4241 2024-12-18 1 BRINKS CO BCO, 23.947 sh. 2208 2024-12-18 1 STEWART INFORMATION SVCS CORP STC, 64.64 sh. 4610 2024-12-18 1 MANHATTAN ASSOCIATES INC MANH, 50 sh. 14411 2024-12-18 1 TTM TECHNOLOGIES INC TTMI, 314 sh. 8049 2024-12-18 1 PILGRIMS PRIDE CORP PPC, 147 sh. 7265 2024-12-18 1 BENCHMARK ELECTRS INC BHE, 57.804 sh. 2732 2024-12-18 1 CARLISLE COS INC CSL, 20.65 sh. 8177 2024-12-18 1 KNIGHT SWIFT TRANSPORTATION HOLDINGS KNX, 110.369 sh. 5906 2024-12-18 1 JONES LANG LASALLE JLL, 26 sh. 6814 2024-12-18 1 TRINITY INDUSTRIES, INC TRN, 90.233 sh. 3234 2024-12-18 1 MINERAL TECH INC MTX, 84.17 sh. 6506 2024-12-18 1 KORN FERRY INTL KFY, 92.244 sh. 6299 2024-12-18 1 TOLL BROTHERS INC TOL, 64.863 sh. 8386 2024-12-18 1 OSI SYSTEMS, INC OSIS, 30 sh. 5415 2024-12-18 1 PRESTIGE BRAND HLGS PBH, 92 sh. 7326 2024-12-18 1 FEDERATED INVESTRS B FII, 116.58 sh. 4822 2024-12-18 1 HEIDRICK&STRUGGLES INTL HSII, 57.641 sh. 2600 2024-12-18 1 GATX CORP GMT, 23.421 sh. 3102 2024-12-18 1 SELECTIVE INS GROUP INC SIGI, 30.4 sh. 2870 2024-12-18 1 PLEXUS CORPORATION INC PLXS, 84 sh. 13695 2024-12-18 1 KIRBY CORPORATION KEX, 32 sh. 3472 2024-12-18 1 ADVANCED ENERGY IND INC AEIS, 78.131 sh. 9353 2024-12-18 1 UMB FINANCIAL CORPORATION UMBF, 43.924 sh. 5153 2024-12-18 1 MATERION CORP MTRN, 16.3 sh. 1689 2024-12-18 1 GREENBRIER CO INC GBX, 54.285 sh. 3496 2024-12-18 1 ACUITY BRANDS INC AYI, 28.282 sh. 8728 2024-12-18 1 RLI CORP RLI, 71.798 sh. 11907 2024-12-18 1 APTAR GROUP INC ATR, 72.113 sh. 11622 2024-12-18 1 COMMERCE BANCSHARES, INC CBSH, 153.288 sh. 10041 2024-12-18 1 TKO GROUP HOLDINGS, INC TKO, 56.116 sh. 8132 2024-12-18 1 EAST WEST BANCORP, INC EWBC, 20.678 sh. 2024 2024-12-18 1 HUNTINGTON BANCSHARES INC HBAN, 541.08 sh. 8870 2024-12-18 1 N J RESOURCES CP NJR, 165.629 sh. 7703 2024-12-18 1 CATHAY GENERAL BANCORP CATY, 165.712 sh. 8093 2024-12-18 1 KULICKE AND SOFFA INDUSTRIES, INC. KLIC, 70.69 sh. 3546 2024-12-18 1 HUB GROUP, INC HUBG, 190.645 sh. 9001 2024-12-18 1 CORECIVIC INC CXW, 32 sh. 671 2024-12-18 1 MERIT MEDICAL SYSTEMS, INC. MMSI, 44 sh. 4340 2024-12-18 1 INTERACTIVE BROKERS GROUP, INC IBKR, 27.516 sh. 4841 2024-12-18 1 MOLINA HEALTHCARE MOH, 38 sh. 11215 2024-12-18 1 HNI CORP HNI, 32.766 sh. 1722 2024-12-18 1 WOODWARD INC WWD, 53.067 sh. 9046 2024-12-18 1 COMMVAULT SYSTEMS, INC CVLT, 53 sh. 8605 2024-12-18 1 FIRST COMMONWEALTH FINANCIAL CORP. (IND FCF, 184.862 sh. 3216 2024-12-18 1 S&T BANCORP, INC. STBA, 108.594 sh. 4411 2024-12-18 1 INTERNATIONAL BANCSHARES CORPORATION IBOC, 99.49 sh. 6557 2024-12-18 1 EPLUS, INC PLUS, 60 sh. 4572 2024-12-18 1 EXELIXIS, INC. EXEL, 222 sh. 7648 2024-12-18 1 COGENT COMMUNICATIONS GROUP, INC CCOI, 101.55 sh. 7608 2024-12-18 1 TARGA RESOURCES CORP TRGP, 40.973 sh. 7231 2024-12-18 1 CORCEPT THERAPEUTICS INC CORT, 69 sh. 3726 2024-12-18 1 WHITESTONE REIT WSR, 236.581 sh. 3536 2024-12-18 1 PRIMERICA, INC PRI, 37.846 sh. 10245 2024-12-18 1 ENCORE CAPITAL GROUP INC ECPG, 100 sh. 4840 2024-12-18 1 GLOBUS MEDICAL INC GMED, 130 sh. 10868 2024-12-18 1 HOME BANCSHARES INC HOMB, 226.391 sh. 6617 2024-12-18 1 INDEPENDENCE REALTY TR IRT, 529.967 sh. 11017 2024-12-18 1 BRIXMOR PPTY GROUP INC COM BRX, 101.365 sh. 2867 2024-12-18 1 GRAHAM HOLDINGS COMPANY GHC, 3.108 sh. 2737 2024-12-18 1 ARISTA NETWORKS ANET, 76 sh. 8439 2024-12-18 1 URBAN EDGE PROPERTIES UE, 280.823 sh. 6163 2024-12-18 1 SUPERNUS PHARMACEUTICALS INC SUPN, 147 sh. 5290 2024-12-18 1 NEXPOINT RESIDENTIAL TRUST INC NXRT, 62.57 sh. 2737 2024-12-18 1 WALKER & DUNLOP INC WD, 38.263 sh. 3917 2024-12-18 1 BANC OF CALIFORNIA INC BANC, 126.237 sh. 2006 2024-12-18 1 Vistra Energy Corp VST, 54.711 sh. 7465 2024-12-18 1 INSTALLED BUILDING PRODUCTS INC IBP, 28.664 sh. 5383 2024-12-18 1 LeMaitre Vascular, Inc LMAT, 67.196 sh. 6092 2024-12-18 1 ICHOR HOLDINGS ICHR, 107 sh. 3450 2024-12-18 1 GLAUKOS CORP GKOS, 38 sh. 5532 2024-12-18 1 CADENCE BANCORPORATION CADE, 249.246 sh. 8668 2024-12-18 1 ESSENTIAL PROPERTIES REALTY TRUST INC EPRT, 68.344 sh. 2196 2024-12-18 1 ANTERO MIDSTREAM CORPORATION AM, 179.824 sh. 2604 2024-12-18 1 CROWDSTRIKE HOLDINGS, INC CRWD, 52 sh. 18841 2024-12-18 1 PELOTON INTERACTIVE, INC PTON, 666 sh. 6683 2024-12-18 1 DATADOG INC DDOG, 59 sh. 9077 2024-12-18 1 ENERPAC TOOL GROUP EPAC, 74.472 sh. 3507 2024-12-18 1 AVIENT AVNT, 87.201 sh. 3869 2024-12-18 1 Palantir Technologies Inc PLTR, 320 sh. 23659 2024-12-18 1 DOORDASH ORD SHS CLASS A DASH, 97 sh. 16569 2024-12-18 1 COINBASE GLOBAL COIN, 14 sh. 4116 2024-12-18 1 APPLOVIN CORP APP, 79 sh. 25763 2024-12-18 1 COHERENT CORP COM COHR, 193 sh. 19430 2024-12-18 1 ADEIA INC ADEA, 141.619 sh. 2006 2024-12-18 1 RXO INC. COMMON STOCK RXO, 43 sh. 1120 2024-12-18 1 NCR ATLEOS CORP NATL, 38 sh. 1234 2024-12-18 DODGE & COX STOCK 219159 233894 ISHARES BARCLAYS US AGGREGATE 121176 122770 ISHARES S&P 500 INDEX FD 823272 1099027 METROPOLITAN WEST RETURN BOND 272410 272093 MFS RESEARCH INTERNATIONAL FUN 259109 271603 PALMER SQUARE OPPORTUNISTIC IN 351963 356615 PARNASSUS EQUITY INCOME FUND I 132495 134202 SPDR S&P DIVIDEND ETF 37140 39640 VANGUARD EQUITY INCOME - ADMIR 163969 160193 VANGUARD FTSE DEVELOPED MARKET 283217 284429 VANGUARD FTSE EMERGING MARKETS 173359 179909 VANGUARD GROWTH ETF 312708 353918 VANGUARD INTL GROWTH FD ADMIRA 329361 327357 VANGUARD MID-CAP ETF 56961 69995 VANGUARD SM-CAP ETF 161856 193093 Administrative Fees 10234 10234 State or Local Filing Fees 25 25 Investment Management Services 23577 23577 990-PF Estimated Tax for 2024 800 990-PF Extension for 2023 3300