2026-06-12T10:16:15-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 852964981 The Lillian J Schauer Foundation % Foundation Source LILL 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 WILLIAM W WILSON PRESIDENT 8008391754 2026-05-18 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 10246623 X 112950 15021 15021 207513 207513 178268 178355 178276 59 513811 400810 26000 26000 53984 53984 4200 26569 24 26545 110753 54008 52545 120000 120000 230753 54008 172545 283058 346802 0 507072 404179 404179 8429541 8815492 9842444 8936613 9219671 10246623 0 0 X 8936613 9219671 8936613 9219671 8936613 9219671 8936613 283058 9219671 9219671 Publicly-traded Securities 178355 79 178276 178276 178276 4821 4821 4821 2048 0 2773 4821 X 0 0 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 true false false false false false false false false false false false false false false false false false William W Wilson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 26000 0 0 JACKSON GRANT INVESTMENT ADVISERS INC TWO HIGH RIDGE PARK STAMFORD CT 069051221 Investment Mgmt 53984 9257934 494996 0 9752930 0 9752930 146294 9606636 480332 480332 4821 4821 475511 475511 475511 172545 0 0 0 0 172545 475511 129963 2023 2022 2021 172545 129963 42582 0 0 432929 0 0 NONE X CURE ALZHEIMER'S FUND 34 WASHINGTON ST SUITE 230 WELLESLEY HILLS MA 02481 N/A PC General & Unrestricted 50000 METHODIST HOSPITAL FOUNDATION PO BOX 4384 HOUSTON TX 77210 N/A SO I Nantz National Alzheimer Center 35000 STAMFORD HOSPITAL 3001 SUMMER ST 2ND FL STAMFORD CT 06905 N/A PC Alzheimer's research and program 35000 120000 14 15021 14 207513 18 178268 Federal Tax Refund 01 59 400861 400861 false false false false false false false false false false X X 1 Lillian J Schauer Estate 4 Fairview Farm Road Redding CT 06896 112950 X ABBOTT LABS 22096 24532 ABBVIE INC 153789 181881 AMERICAN FUNDS CAPITAL INCOME 890422 929981 AMERICAN FUNDS GROWTH FUND OF 19780 21710 AMERICAN FUNDS INCOME FUND OF 858285 864315 AMERICAN FUNDS TAX-EXEMPT BOND 146880 145697 CONSUMER DISCRETIONARY SELECT 161653 192115 INVESCO S&P 500 EQUAL WEIGHT E 585199 628281 ISHARES BARCLAYS US AGGREGATE 240486 243308 ISHARES S&P U.S. PREFERRED STO 229799 219104 JPMORGAN EQUITY INDEX PORTFOLI 270380 703907 MCDONALD'S CORP 74841 74936 MICROSOFT CORP 1239570 1395244 PEPSICO INC 33668 28314 SELECT SECTOR SPDR-HEALTH CARE 353630 356381 SPDR S&P 500 ETF TRUST 593198 712890 SPDR S&P DIVIDEND ETF 314308 310027 VANGUARD BALANCED INDEX FD ADM 147194 159887 VANGUARD DIVIDEND APPRECIATION 546088 609539 VANGUARD MID-CAP ETF 470159 512193 VANGUARD TAX MANAGED FUND BALA 240884 340698 VANGUARD WELLESLEY INCOME FUND 432829 418323 VANGUARD WELLINGTON ADMIRAL FU 790354 769181 Administrative Fees 26520 26520 Bank Charges 24 24 State or Local Filing Fees 25 25 Federal Tax Refund 59 Investment Management Services 53984 53984 990-PF Estimated Tax for 2025 2000 990-PF Extension for 2024 2200