2025-10-02T07:47:04-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-06-24 993701062 The PARAM Family Foundation % Foundation Source PARA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sudhakar Ramakrishna President 8008391754 2025-09-26 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X X X 2018968 X 2024593 4 4 435 435 8211 1800753 772070 2033243 772509 0 7692 7692 7692 0 7692 0 0 7692 0 7692 2025551 772509 0 30220 30220 1995331 1988748 0 2025551 2018968 0 0 X 2025551 0 2025551 0 2025551 0 2025551 2025551 2025551 Publicly-traded Securities 1800753 1028683 772070 772070 772070 10738 10738 10738 0 11000 11000 262 262 false false false false false false false true true DE true false true 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 Sudhakar Ramakrishna Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 284107 3917 0 288024 0 288024 4320 283704 7403 7403 10738 10738 0 0 0 7692 0 0 0 0 7692 0 7692 0 7692 0 0 7692 0 7692 7692 SUDHAKAR RAMAKRISHNA X 14 4 14 435 18 8211 8650 8650 false false false false false false false false false false X X 1 Ramakrishna Sudhakar 1024 Crestone Stream Drive Austin TX 78738 2024593 X X 1 ISHARES TRUST RUSSELL 1000 GROWTH INDEX IWF, 9 sh. 3648 2024-12-19 1 TRANSDIGM GRP INC TDG, 7 sh. 8795 2024-12-19 1 UNITED RENTALS INC URI, 10 sh. 7250 2024-12-19 1 VERISK ANALYTICS, INC VRSK, 16 sh. 4413 2024-12-19 1 VERTEX PHARMCTLS INC VRTX, 14 sh. 5473 2024-12-19 1 WAL-MART STORES INC WMT, 127 sh. 11933 2024-12-19 1 WELLS FARGO & CO WFC, 203 sh. 14145 2024-12-19 1 SOFTBANK CP UNSP ADR SFTBY, 46 sh. 1351 2024-12-19 1 TESLA MOTORS INC TSLA, 106 sh. 46448 2024-12-19 1 THE TRADE DESK INC TTD, 21 sh. 2690 2024-12-19 1 3M CO MMM, 18 sh. 2281 2024-12-19 1 TJX COMPANIES INC TJX, 57 sh. 6962 2024-12-19 1 TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 39 sh. 7654 2024-12-19 1 SALESFORCE.COM CRM, 32 sh. 10863 2024-12-19 1 SERVICE NOW NOW, 7 sh. 7502 2024-12-19 1 TAKE-TWO INTERACTIVE SOFTWARE TTWO, 52 sh. 9507 2024-12-19 1 SLM CORP SLM, 119 sh. 3276 2024-12-19 1 SAIA, INC SAIA, 9 sh. 4593 2024-12-19 1 NRG ENERGY NRG, 31 sh. 2774 2024-12-19 1 NVIDIA CORP NVDA, 960 sh. 126518 2024-12-19 1 ORACLE CORP ORCL, 77 sh. 13028 2024-12-19 1 Palantir Technologies Inc PLTR, 53 sh. 3974 2024-12-19 1 PALO ALTO NETWORKS INC PANW, 48 sh. 9211 2024-12-19 1 PENTAIR INC. COM PNR, 48 sh. 4878 2024-12-19 1 SAGE GROUP PLC SGGEF, 512 sh. 8855 2024-12-19 1 ELI LILLY & CO LLY, 33 sh. 25169 2024-12-19 1 MASTERCARD INC MA, 28 sh. 14720 2024-12-19 1 GE VERNOVA GEV, 7 sh. 2310 2024-12-19 1 ARISTA NETWORKS ANET, 56 sh. 6167 2024-12-19 1 NETFLIX INC NFLX, 16 sh. 14493 2024-12-19 1 ROYAL CARRIBEAN CRUISE RCL, 14 sh. 3246 2024-12-19 1 HOULIHAN LOKEY INC HLI, 22 sh. 3821 2024-12-19 1 HUBSPOT INC HUBS, 9 sh. 6330 2024-12-19 1 INGERSOLL-RAND INC IR, 114 sh. 10597 2024-12-19 1 CONSTELLATION ENERGY GROUP INC CEG, 13 sh. 2982 2024-12-19 1 LPL FINANCIAL HOLDINGS INC LPLA, 14 sh. 4619 2024-12-19 1 LENNOX INTL INC LII, 13 sh. 8335 2024-12-19 1 ENTERGY CORP ETR, 34 sh. 2525 2024-12-19 1 FAIR ISSAC & CO INC FICO, 4 sh. 8257 2024-12-19 1 BROADCOM INC AVGO, 182 sh. 40552 2024-12-19 1 FORTINET INC FTNT, 29 sh. 2771 2024-12-19 1 GILDAN ACTIVEWEAR INC GIL, 51 sh. 2407 2024-12-19 1 HEICO CP CL A HEI-A, 31 sh. 5735 2024-12-19 1 CHIPOTLE MEX GRILL CMG, 100 sh. 6200 2024-12-19 1 CARNIVAL CORP CCL, 118 sh. 2963 2024-12-19 1 ALPHABET INC CL A GOOGL, 419 sh. 79905 2024-12-19 1 COPART INC CPRT, 106 sh. 6238 2024-12-19 1 DISCOVER FINL SVCS COM DFS, 14 sh. 2405 2024-12-19 1 EXPEDIA INC EXPE, 9 sh. 1608 2024-12-19 1 ADVANCED MICRO DEVICES INC AMD, 65 sh. 7859 2024-12-19 1 ALLSTATE CORP ALL, 38 sh. 7230 2024-12-19 1 AMAZON COM AMZN, 343 sh. 77005 2024-12-19 1 AMERICAN EXPRESS CO AXP, 25 sh. 7351 2024-12-19 1 AMERIPRISE FINANCIAL INC AMP, 19 sh. 10051 2024-12-19 1 BANCO DE SABADELL SA BNDSF, 631 sh. 1193 2024-12-19 1 WILLIAMS COS WMB, 112 sh. 5873 2024-12-19 1 ADVANCED MICRO DEVICES INC AMD, 32 sh. 3836 2024-12-20 1 ALLSTATE CORP ALL, 15 sh. 2868 2024-12-20 1 ALLSTATE CORP ALL, 111 sh. 21220 2024-12-20 1 AMERICAN EXPRESS CO AXP, 52 sh. 15463 2024-12-20 1 AMERIPRISE FINANCIAL INC AMP, 14 sh. 7396 2024-12-20 1 WILLIAMS COS WMB, 716 sh. 37948 2024-12-20 1 WISDOMTREE JAPAN HEDGED EQUITY FUND DXJ, 26 sh. 2861 2024-12-20 1 ZEBRA TECHNOLOGIES CORP ZBRA, 32 sh. 12446 2024-12-20 1 WAL-MART STORES INC WMT, 46 sh. 4264 2024-12-20 1 WAL-MART STORES INC WMT, 246 sh. 22802 2024-12-20 1 WELLS FARGO & CO WFC, 52 sh. 3635 2024-12-20 1 WELLS FARGO & CO WFC, 611 sh. 42710 2024-12-20 1 WEST PHARMA SVCS INC WST, 5 sh. 1655 2024-12-20 1 WILLIAMS COS WMB, 113 sh. 5989 2024-12-20 1 VERISK ANALYTICS, INC VRSK, 12 sh. 3317 2024-12-20 1 VERISK ANALYTICS, INC VRSK, 48 sh. 13268 2024-12-20 1 VANGUARD INFORMATION TECHNOLOGY ETF VGT, 19 sh. 11897 2024-12-20 1 VIATRIS ORD SHS VTRS, 205 sh. 2532 2024-12-20 1 VERTEX PHARMCTLS INC VRTX, 5 sh. 1970 2024-12-20 1 VERTEX PHARMCTLS INC VRTX, 41 sh. 16150 2024-12-20 1 TJX COMPANIES INC TJX, 8 sh. 978 2024-12-20 1 TJX COMPANIES INC TJX, 165 sh. 20174 2024-12-20 1 TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 15 sh. 2925 2024-12-20 1 TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 108 sh. 21063 2024-12-20 1 TRANSDIGM GRP INC TDG, 6 sh. 7621 2024-12-20 1 UNITED RENTALS INC URI, 4 sh. 2866 2024-12-20 1 BLOCK INC XYZ, 9 sh. 796 2024-12-20 1 SYNCHRONY FINANCIAL SYF, 20 sh. 1299 2024-12-20 1 SOFTBANK CP UNSP ADR SFTBY, 36 sh. 1009 2024-12-20 1 TESLA MOTORS INC TSLA, 47 sh. 20321 2024-12-20 1 TESLA MOTORS INC TSLA, 53 sh. 22915 2024-12-20 1 THE TRADE DESK INC TTD, 63 sh. 7856 2024-12-20 1 SLM CORP SLM, 95 sh. 2636 2024-12-20 1 SLM CORP SLM, 730 sh. 20259 2024-12-20 1 TECHNOLOGY SPDR XLK, 119 sh. 27849 2024-12-20 1 SAIA, INC SAIA, 5 sh. 2364 2024-12-20 1 SAIA, INC SAIA, 29 sh. 13709 2024-12-20 1 BLOCK INC XYZ, 3 sh. 265 2024-12-20 1 SALESFORCE.COM CRM, 7 sh. 2372 2024-12-20 1 SALESFORCE.COM CRM, 44 sh. 14907 2024-12-20 1 SERVICE NOW NOW, 2 sh. 2158 2024-12-20 1 SERVICE NOW NOW, 17 sh. 18342 2024-12-20 1 SANDOZ GROUP AG SDZNY, 203 sh. 8406 2024-12-20 1 TAKE-TWO INTERACTIVE SOFTWARE TTWO, 16 sh. 2906 2024-12-20 1 Palantir Technologies Inc PLTR, 23 sh. 1750 2024-12-20 1 PENTAIR INC. COM PNR, 26 sh. 2638 2024-12-20 1 PENTAIR INC. COM PNR, 137 sh. 13901 2024-12-20 1 PFIZER INC PFE, 289 sh. 7541 2024-12-20 1 SAGE GROUP PLC SGGEF, 61 sh. 979 2024-12-20 1 SHELL ADR EACH REPRESENTING 2 ORD SHS SHEL, 30 sh. 1818 2024-12-20 1 NETFLIX INC NFLX, 9 sh. 8147 2024-12-20 1 ROYAL CARRIBEAN CRUISE RCL, 5 sh. 1190 2024-12-20 1 NVIDIA CORP NVDA, 420 sh. 55335 2024-12-20 1 NVIDIA CORP NVDA, 550 sh. 72463 2024-12-20 1 ORACLE CORP ORCL, 30 sh. 5053 2024-12-20 1 ORACLE CORP ORCL, 221 sh. 37226 2024-12-20 1 MARVELL TECHNOLOGY, INC MRVL, 112 sh. 12417 2024-12-20 1 GE VERNOVA GEV, 22 sh. 7401 2024-12-20 1 MICRON TECHNOLOGY MU, 11 sh. 956 2024-12-20 1 BLACKROCK INC BLK, 2 sh. 2039 2024-12-20 1 ARISTA NETWORKS ANET, 12 sh. 1328 2024-12-20 1 SAP AKTIENGESELL ADS SAP, 108 sh. 26647 2024-12-20 1 LPL FINANCIAL HOLDINGS INC LPLA, 15 sh. 4906 2024-12-20 1 LAS VEGAS SANDS CORP LVS, 364 sh. 18820 2024-12-20 1 LENNOX INTL INC LII, 12 sh. 7499 2024-12-20 1 LIVE NATION INC COM LYV, 114 sh. 15179 2024-12-20 1 ELI LILLY & CO LLY, 14 sh. 11046 2024-12-20 1 MASTERCARD INC MA, 11 sh. 5783 2024-12-20 1 CONSTELLATION ENERGY GROUP INC CEG, 8 sh. 1805 2024-12-20 1 JP MORGAN CHASE JPM, 98 sh. 23069 2024-12-20 1 KONINKLIJKE PHILIPS ELECTRONICS PHG, 77 sh. 1930 2024-12-20 1 KONINKLIJKE PHILIPS ELECTRONICS PHG, 693 sh. 17374 2024-12-20 1 ABBVIE INC ABBV, 80 sh. 13898 2024-12-20 1 META PLATFORMS INC META, 49 sh. 28986 2024-12-20 1 ISHARES TRUST RUSSELL 1000 GROWTH INDEX IWF, 47 sh. 19054 2024-12-20 1 HOULIHAN LOKEY INC HLI, 65 sh. 11243 2024-12-20 1 HUBSPOT INC HUBS, 2 sh. 1409 2024-12-20 1 ITOCHU CORP ADR OTC ITOCY, 18 sh. 1738 2024-12-20 1 ITOCHU CORP ADR OTC ITOCY, 282 sh. 27227 2024-12-20 1 INGERSOLL-RAND INC IR, 23 sh. 2118 2024-12-20 1 GILDAN ACTIVEWEAR INC GIL, 23 sh. 1078 2024-12-20 1 HEICO CP CL A HEI-A, 24 sh. 4444 2024-12-20 1 HEICO CP CL A HEI-A, 89 sh. 16479 2024-12-20 1 HESS CORP HES, 11 sh. 1411 2024-12-20 1 ISHARES S&P 500 INDEX FD IVV, 15 sh. 8867 2024-12-20 1 ISHARES TRUST RUSSELL 1000 GROWTH INDEX IWF, 26 sh. 10540 2024-12-20 1 FAIR ISSAC & CO INC FICO, 7 sh. 14423 2024-12-20 1 BAWAG GROUP AG EUR UNSOLICITED BWAGF, 16 sh. 1328 2024-12-20 1 BAWAG GROUP AG EUR UNSOLICITED BWAGF, 228 sh. 18922 2024-12-20 1 AIB GROUP ORD SHS AIBRF, 739 sh. 3939 2024-12-20 1 BROADCOM INC AVGO, 70 sh. 15722 2024-12-20 1 BROADCOM INC AVGO, 280 sh. 62888 2024-12-20 1 COPART INC CPRT, 302 sh. 17678 2024-12-20 1 DISCOVER FINL SVCS COM DFS, 6 sh. 1033 2024-12-20 1 DISCOVER FINL SVCS COM DFS, 7 sh. 1205 2024-12-20 1 EXPEDIA INC EXPE, 5 sh. 907 2024-12-20 1 ENTERGY CORP ETR, 20 sh. 1489 2024-12-20 1 FAIR ISSAC & CO INC FICO, 3 sh. 6181 2024-12-20 1 CANADIAN NATURAL RESOURCES LTD CNQ, 180 sh. 5328 2024-12-20 1 CF INDUSTRIES HOLDINGS, INC CF, 63 sh. 5335 2024-12-20 1 CHIPOTLE MEX GRILL CMG, 100 sh. 6199 2024-12-20 1 CONOCOPHILLIPS COP, 31 sh. 2954 2024-12-20 1 ALPHABET INC CL A GOOGL, 186 sh. 35164 2024-12-20 1 COPART INC CPRT, 68 sh. 3980 2024-12-20 1 AMERIPRISE FINANCIAL INC AMP, 63 sh. 33283 2024-12-20 1 APPLE INC AAPL, 235 sh. 58831 2024-12-20 1 BERKLEY W R CP WRB, 54 sh. 3133 2024-12-20 1 BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 29 sh. 13135 2024-12-20 1 BANCO DE SABADELL SA BNDSF, 1033 sh. 1973 2024-12-20 1 BANCO DE SABADELL SA BNDSF, 8204 sh. 15670 2024-12-20 ABBVIE INC 7297 7463 ADOBE SYSTEMS, INC 4917 4891 ALPHABET INC CL A 20229 20255 AMAZON COM 28961 28301 AMERICAN TOWER REIT INC 5320 5319 AMERIPRISE FINANCIAL INC 10041 10116 AMETEK INC 6523 6489 APPLE INC 32295 32304 APPLIED MATERIALS INC 8204 8132 ASTRAZENECA 5322 5307 BLACKROCK INC 5131 5126 CONOCOPHILLIPS 11625 11801 EMERSON ELECTRIC CO 9948 9914 INTERCONTINENTAL EXCHANGE, INC 6266 6258 ISHARES 0-3 MONTH TREASURY 20165 20164 ISHARES 20+ YR TREAS BD 60639 60170 ISHARES BARCLAYS MBS BOND FUND 20194 20170 ISHARES BROAD USD HIGH YIELD C 101187 101062 ISHARES BROAD USD INV GRD CORP 192230 191867 ISHARES CORE MSCI EAFE ETF 486070 483947 ISHARES CORE MSCI EMERGING MAR 182368 181778 ISHARES JP MORGAN USD EM MKTS 30327 30274 ISHARES LEHMAN INTERMDTE CREDI 70806 70672 ISHARES RUSSELL MIDCAP G IN FD 20135 20027 ISHARES RUSSELL MIDCAP VALUE 20110 20048 JP MORGAN CHASE 9416 9588 LABCORP HLDGS INC (LABORATORY 6242 6192 LINDE PLC COM 7957 7955 MASTERCARD INC 8412 8425 MERCK & CO INC 6556 6566 META PLATFORMS INC 17747 17565 MICROSOFT CORP 31865 31613 NEXTERA ENERGY, INC 7258 7241 NVIDIA CORP 30303 30887 RAYTHEON TECHNOLOGIES CORP 7853 7869 SALESFORCE.COM 12197 12036 SCHWAB US LARGE CAP ETF 162119 161078 SERVICE NOW 6474 6361 TAIWAN SEMICONDUCTOR MFG CO LT 11897 12047 THE COCA-COLA CO 6395 6413 THERMO FISHER SCIENTIFIC INC 8327 8324 TRAVELERS COMPANIES INC 3839 3854 UNION PACIFIC 4336 4333 UNITEDHEALTH GROUP INC 8653 8600 VANECK VECTOR JPMORGAN EM LOCA 30344 30297 VANGUARD MID-CAP ETF 100920 100634 VANGUARD RUSSELL 2000 ETF 80874 80397 VANGUARD RUSSELL 3000 20137 20000 VISA INC 12678 12642 WAL-MART STORES INC 11586 11294 WELLS FARGO & CO 10206 10255 YUM BRANDS INC 4430 4427 Administrative Fees 692 692 Administrative Set-Up Fee 5900 5900 Delaware Incorporation Fees 500 500 IRS Application Fees 600 600 Ramakrishna Sudhakar 1024 Crestone Stream Drive Austin TX 78738 Guha Ayesha 1024 Crestone Stream Drive Austin TX 78738