2026-02-10T12:09:43-06:00 2025-07-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-08-01 046747335 Trust in Diversity % Foundation Source TRUS 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Alice Bueti Trustee 8008391754 2026-01-06 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 12874579 X 0 X 18701 18701 191941 191941 1023682 2089246 1023682 63 63 1234387 1234387 0 55892 55892 9000 41100 37 41063 105992 55929 41063 507293 507293 613285 55929 548356 621102 1178458 0 453623 741543 741543 1414735 1413307 1170067 5671226 6005836 10089767 902029 902029 873202 8441613 9062715 12874579 0 0 X 8441613 9062715 8441613 9062715 8441613 9062715 8441613 621102 9062715 9062715 Publicly-traded Securities 2089246 1065564 1023682 1023682 1023682 16381 16381 16381 6912 0 9500 16412 X 11 20 20 false false false false false false false true true MA 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 Eleanor Bemis Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Gordon H Bemis Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Marjorie Bemis Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Alice Bueti Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Boston Trust & Walden Company 1 BEACON STREET 34TH FLOOR BOSTON MA 02108 Investment Mgmt 55892 12415604 533955 0 12949559 0 12949559 194243 12755316 637766 637766 16381 16381 621385 621385 621385 548356 0 0 0 0 548356 621385 336906 123098 125569 18962 26007 630542 548356 548356 0 73029 73029 557513 0 263877 293636 123098 125569 18962 26007 NONE X EMERSON UMBRELLA INC 40 STOW ST CONCORD MA 01742 N/A PC rental of space for storage of the Musketaquid arts and environment's Earth Day puppets at Prime storage in Maynard, MA 7293 FIBERSHED PO BOX 221 SAN GERONIMO CA 94963 N/A PC Climate Beneficial Agriculture Program and General Operations 365000 THACHER SCHOOL INC 5025 THACHER RD OJAI CA 93023 N/A PC ULI Golden Trout Wilderness School Expedition Project 20000 VISHWA NIRMALA DHARMA 287 STARKVILLE RD FORT PLAIN NY 13339 N/A PC VND Fiscal Sponsorship legal services fee Fund 5000 VISHWA NIRMALA DHARMA 287 STARKVILLE RD FORT PLAIN NY 13339 N/A PC The Devi International Boarding School - Meditation Hall construction project and new septic system 110000 507293 14 18701 14 191941 18 1023682 CLASS ACTION LAWSUIT PROCEEDS 01 63 1234387 1234387 false false false false false false false false false false APPLE - 2.200% - 09/11/2029 195636 185160 COMCAST CORP NOTE - 4.150% - 1 164549 149017 HUBBELL INC - 3.350% - 03/01/2 50226 49610 NATIONAL RURAL UTILSCOOP - 3.4 97960 97669 ORACLE CORP NOTE - 3.250% - 11 96022 97286 STARBUCKS CORP - 2.450% - 06/1 96575 98343 UNITED PARCEL SERVICE - 2.400% 91576 97631 VERIZON - 3.875% - 02/08/2029 109485 98486 ACCENTURE PLC 45270 160260 ACUITY BRANDS INC 17454 45146 ADOBE SYSTEMS, INC 114707 85846 AIR PRODS & CHEM INC 112704 129546 ALPHABET INC CL A 4182 38380 ALPHABET INC CL C 93458 482150 AMERICAN EXPRESS CO 73967 74828 AMERICAN WATER WORKS COMPANY I 91064 91156 ANALOG DEVICES INC 70312 106699 APPLE INC 39444 435897 APPLIED MATERIALS INC 213560 262888 APTAR GROUP INC 38263 78570 AUTOMATIC DATA PROCESSING INC 59453 164035 AUTOZONE INC 49167 150735 BECTON DICKINSON & CO 108088 89125 BLACKROCK INC 47592 55301 BOOKING HOLDINGS INC 87394 159618 CHUBB LIMITED 135459 212832 CISCO SYSTEMS INC 65622 142628 CME GROUP, INC 84230 108529 COOPER COMPANIES INC 108677 91897 D R HORTON 86452 64278 DEERE CO 58854 170420 DONALDSON CO. INC 66122 93561 FACTSET RESH SYST INC 71978 88638 HUBBELL INCORPORATED 44227 120307 JP MORGAN CHASE 129079 373262 KLA TENCOR CORP 81811 105484 LINCOLN ELECTRIC HOLDING INC 50135 133925 LITTELFUSE, INC 27446 23160 LOWES COMPANIES INC 122026 117374 LULULEMON ATHLETICA INC 80274 60159 MARSH AND MCLENNAN COMPANIES I 69793 133464 METTLER-TOLEDO INTL 103602 111031 MICROSOFT CORP 37152 800249 NETFLIX INC 122347 115940 NVIDIA CORP 370441 470466 POWER INTEGRATIONS, INC 32535 15526 PROCTER GAMBLE CO 138133 150470 QUALCOMM INC 88049 64574 ROSS STORES, INC 35633 110597 SMITH A O CORP DEL COM 30024 31502 SPROUTS FARMERS MARKET INC 67169 151540 STRYKER CORPORATION 115363 204220 SYNOPSYS, INC 27040 50678 SYSCO CORP 163499 175120 TE CONNECTIVITY LTD 92349 137853 THERMO FISHER SCIENTIFIC INC 84382 81844 TOPBUILD CORP 26027 48156 UNION PACIFIC 96556 133182 UNITED PARCEL SERVICE 117078 81852 UNITEDHEALTH GROUP INC 87613 123532 VALMONT INDUSTRIES INC 23403 36395 VANGUARD INFLATION-PROTECTED S 118262 101716 VERALTO CORPORATION 31204 39311 VERISK ANALYTICS, INC 25893 41807 VISA INC 163572 310923 WALDEN INTERNATIONAL EQUITY 618475 874502 WALDEN SMID CAP INNOVATIONS FU 459590 739228 WASTE MANAGEMENT INC 31493 36666 WATERS CORP 120797 158818 WATTS WATER TECHNOLOGIES INC 29891 41971 1413307 1170067 Administrative Fees 40035 40035 Bank Charges 37 37 Insurance Premiums 930 930 SECURITY TRANSACTION FEE 28 28 State or Local Filing Fees 70 70 Class Action Lawsuit Proceeds 63 63 Investment Management Services 55892 55892 990-PF Estimated Tax for 2025 6900 990-PF Extension for 2024 2100