2026-07-09T14:45:43-04:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 203995538 The Charles and Dolores Zaionc Family Foundation Inc % Foundation Source CHAR 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Elizabeth Ruthmansdorfer President 8008391754 2026-05-28 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 2450594 X 0 X 359 359 44492 44492 -2244 266166 0 50750 50750 93357 95601 0 3789 0 0 3789 23557 23557 3604 4 14132 65 14067 45082 23626 0 17856 80000 80000 125082 23626 0 97856 -31725 71975 0 40796 54279 54279 1585190 1576778 1863121 95621 40621 41021 483097 501301 492173 2204704 2172979 2450594 0 0 X 2204704 2172979 2204704 2172979 2204704 2172979 2204704 -31725 2172979 2172979 Publicly-traded Securities 266166 268410 -2244 -2244 -2244 1000 1000 1000 943 0 943 X 0 57 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 true true false false false false false false false false false false false false false false false false false Elizabeth Ruthmansdorfer Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec 2.0 0 0 0 1860701 61006 492173 2413880 0 2413880 36208 2377672 118884 118884 1000 1000 117884 117884 117884 97856 0 0 0 0 97856 117884 57693 2023 2022 2021 97856 57693 40163 0 0 77721 0 0 NONE X CARTHAGE COLLEGE 2001 ALFORD PARK DR KENOSHA WI 53140 N/A PC General & Unrestricted 10000 GATEWAY TECHNICAL COLLEGE FOUNDATION INC 3520 30TH AVE KENOSHA WI 53144 N/A PC General & Unrestricted 10000 RACINE FOUNDERS CLUB ROTARY FOUNDATION INC PO BOX 44098 RACINE WI 53404 N/A PC General & Unrestricted 10000 UNIVERSITY OF WISCONSIN PARKSIDE FOUNDATION INC PO BOX 2000 KENOSHA WI 53141 N/A PC Fall 2025 25000 UNIVERSITY OF WISCONSIN PARKSIDE FOUNDATION INC PO BOX 2000 KENOSHA WI 53141 N/A PC General & Unrestricted 25000 80000 14 359 14 44492 18 -2244 NET ANNUITY INCOME 14 50750 93357 93357 false false false false false false false false false false Elizabeth Ruthmansdorfer *ELIZABETH RUTHMANSDORFER, DIRECTOR, PRESIDENT, AND SECRETARY OF THE CHARLES AND DOLORES ZAIONC FAMILY FOUNDATION INC (THE "FOUNDATION"), IS A MANAGING PARTNER AND OWNER AT THE LEGAL FIRM OF RUTHSMANSDORFER LAW GROUP, S.C., A DISQUALIFIED PERSON WHICH PROVIDES LEGAL SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2025, THE FOUNDATION PAID $3,789 FOR LEGAL SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16A. SUCH LEGAL FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. BANK OF AMERICA CORPORATION - 14809 15037 CITIGROUP INC - 4.300% - 11/20 9931 10025 GEN ELEC CAP CORP - 1/15/27 2971 2995 GEN ELEC CAP CORP - 10/15/27 2971 3006 PHILLIPS 66 NOTE - 3.900% - 03 9939 9958 ALGER DYNAMIC OPPORTUNITIES FU 31544 32074 APPLE INC 7932 27186 BOEING CO 13432 21712 COLUMBIA RESEARCH ENHANCED COR 104699 122520 FIRST TR ENHANCED SHORT MATURI 328838 329614 FIRST TR EXCHANGE-TRADED 100694 127816 FIRST TR VALUE LN DV 26189 34560 FIRST TRUST CAPITAL STRENGTH 95265 101763 FIRST TRUST CORE INVESTMENT GR 126419 127380 FIRST TRUST DIVIDEND STRENGTH 14610 28247 FIRST TRUST DORSEY WRIGHT FOCU 14650 31460 FIRST TRUST DORSEY WRIGHT INTL 7738 12415 FIRST TRUST ENERGY ALPHADEX 19275 24705 FIRST TRUST IV CBOE VEST RISIN 37461 44608 FIRST TRUST LOW DURATION OPPOR 20459 19996 FIRST TRUST MID CAP CORE ALPHA 8172 10078 FIRST TRUST NASDAQ ARTIFICIAL 27224 31120 FIRST TRUST SMALL CAP CORE ALP 9464 11314 FIRST TRUST SMALL CAP GROWTH A 9217 12015 FIRST TRUST SMALL CAP VALUE AL 10347 11337 FIRST TRUST SMID CAP RISING DI 71360 76640 FIRST TRUST TCW OPP FIXED INC 35122 35456 HOLBROOKE INCOME FUND CL I 25000 25550 INTEL CORP 12271 7380 KENSINGTON DYNAMIC GROWTH INST 10821 10170 KENSINGTON HEDGED PREMIUM INCO 25660 25660 LAZARD EMERGING MARKETS EQUITY 15000 16027 LEUTHOLD SELECT INDUSTRIES ETF 11901 12045 LIGHTSTONE REIT 163504 236082 MICROSOFT CORP 9287 24181 NATIONAL HEALTHCARE PROPERTIES 28333 10619 NORTHERN LTS FD TR SIERRA TATI 29009 28181 NVIDIA CORP 1793 37300 OIL CO LUKOIL PJSC SPON ADR RE 396 PACER TRENDPILOT 750 ETF 29028 55580 PACER US CASH COWS 100 ETF 13581 18051 PACER US SMALL CAP CASH COWS 1 21695 22185 PACIFIC FUNDS FLOATING RATE IN 12930 12978 PACIFIC FUNDS STRATEGIC INCOME 20080 20862 PGIM ULTRA SHORT BD ETF 14799 14877 WALT DISNEY HOLDINGS CO 11579 11377 ANNUITY - JACKSON LIFE #102131 501301 492173 General Consultations 3789 3789 Administrative Fees 14001 14001 Bank Charges 65 65 Office Supplies 41 41 State or Local Filing Fees 25 25 Net Annuity Income 50678 50678 Class Action Lawsuit Proceeds 72 72 Investment Management Services 23557 23557 990-PF Estimated Tax for 2025 800 990-PF Extension for 2024 2800 Foreign Tax Paid 4 4