2026-07-09T14:45:47-04:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 421594267 Team Brown Foundation Inc % Foundation Source TEAM 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dane Brown President 8008391754 2026-06-30 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 6637154 X 0 X 960 960 124548 124548 305526 2243566 305526 431034 431034 0 40515 40515 7383 243 2604 2604 20177 20177 70679 40758 22781 265000 265000 335679 40758 287781 95355 390276 0 96920 194706 194706 74834 4576808 4649211 6442448 4748562 4843917 6637154 0 0 X 4748562 4843917 4748562 4843917 4748562 4843917 4748562 95355 4843917 4843917 Publicly-traded Securities 2168732 1863206 305526 305526 WPMC FUND I LP - DISTRIBUTION RECEIVABLE P 2024-12-31 2025-01-02 74834 74834 305526 5425 5425 5425 4400 0 1200 5600 X 0 175 175 0 false false false false false false false true true WI 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 Anna Brown Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Dane Brown Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Trent Brown Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Callie Jacobs Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Jay M Jacobs Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 6181736 202570 410 6384716 0 6384716 95771 6288945 314447 314447 5425 5425 309022 309022 309022 287781 0 0 0 0 287781 309022 265512 2023 2022 2021 287781 265512 22269 0 0 286753 0 0 NONE X A PLACE OF GRACE LTD PO BOX 366 LA CROSSE WI 54602 N/A PC General & Unrestricted 5000 AQUINAS CATHOLIC SCHOOLS INC 315 11TH ST SSTE 2200 LA CROSSE WI 54601 N/A PC Team Brown Scholarship Fund & for the current campaign to support teacher/staff initiatives 65000 COALITION FOR COLLEGE PO BOX 850 COLCHESTER VT 05446 N/A PC General & Unrestricted 5000 COMMON ROOTS INC PO BOX 9335 S BURLINGTON VT 05407 N/A PC General & Unrestricted 5000 DEVIN LOMAX BOLKCOM SMITH SCHOLARSHIP FUND PO BOX 8152 SAINT PAUL MN 55108 N/A PC General & Unrestricted 20000 DIGDEEP RIGHT TO WATER PROJECT 110 W 11TH ST STE 400 LOS ANGELES CA 90015 N/A PC General & Unrestricted 5000 FAITH INFLUENCED LEADERS CORPORATION PO BOX 9417 SOUTH BURLINGTON VT 05417 N/A PC General & Unrestricted 10000 HABITAT FOR HUMANITY INTERNATIONAL INC 3181 BERLIN DR LA CROSSE WI 54601 N/A PC General & Unrestricted 10000 JOHNNY MAC SOLDIERS FUND INC 44679 ENDICOTT DRIVE STE 300 103 ASHBURN VA 20147 N/A PC General & Unrestricted 5000 KING STREET CENTER INC PO BOX 1615 BURLINGTON VT 05402 N/A PC General & Unrestricted 10000 LA CROSSE AREA FAMILY Y M C A INC 1140 MAIN ST LA CROSSE WI 54601 N/A PC General & Unrestricted 15000 OUR LADY OF GUADALUPE FREE CLINIC PO BOX 731 WORTHINGTON MN 56187 N/A PC General & Unrestricted 60000 RICK MARCOTTE CENTRAL SCHOOL PTO INC 200 MARKET ST S BURLINGTON VT 05403 N/A PC General & Unrestricted 25000 UNIVERSITY OF VERMONT 411 MAIN ST BURLINGTON VT 05401 N/A GOV UVM Emergency Fund 5000 UNIVERSITY OF VERMONT 411 MAIN ST BURLINGTON VT 05401 N/A GOV Rally Cat's Cupboard 5000 VERMONT STUDENT ASSISTANCE CORP PO BOX 2000 WINOOSKI VT 05404 N/A PC High school programming 10000 WORLD CENTRAL KITCHEN INCORPORATED PO BOX 96538 WASHINGTON DC 20090 N/A PC General & Unrestricted 5000 265000 14 960 14 124548 18 305526 431034 431034 false false false false false false false false false false ABBOTT LABS 46458 53875 ABBVIE INC 34663 52324 ALPHABET INC CL A 69462 163699 AMAZON COM 74240 145417 AMERICAN EXPRESS CO 40503 61412 AMPHENOL CORPORATION 33903 33109 ANALOG DEVICES INC 35315 51528 APPLE INC 90690 180243 ARISTA NETWORKS 25773 33937 AUTOMATIC DATA PROCESSING INC 27303 30610 BLACKROCK INC 48588 63150 BOSTON SCIENTIFIC 18749 37663 BROADCOM INC 100888 278957 CHUBB LIMITED 23289 29651 CISCO SYSTEMS INC 49167 50532 EATON CORP PLC 59308 56695 ELI LILLY & CO 49135 101020 EXXON MOBIL CORP 25611 28400 HOME DEPOT INC 59842 59185 INTERCONTINENTAL EXCHANGE, INC 28776 27533 INTUIT 41122 50344 INTUITIVE SURGICAL 18838 37380 INVESCO KBW BANK 24450 26130 ISHARES 0-3 MONTH TREASURY 24706 24693 ISHARES BARCLAYS MBS BOND FUND 236700 240811 ISHARES BROAD USD HIGH YIELD C 135925 139035 ISHARES BROAD USD INV GRD CORP 284664 285563 ISHARES CORE MSCI EAFE ETF 226694 296649 ISHARES CORE MSCI EMERGING MAR 74944 98948 ISHARES GOLD TR 44159 60472 ISHARES JP MORGAN USD EM MKTS 81332 73847 JOHNSON & JOHNSON 50966 67052 JP MORGAN CHASE 39643 89899 KRANESHARES CSI CHINA INTERNET 27917 24516 LINDE PLC COM 49419 62253 MARSH AND MCLENNAN COMPANIES I 29307 25602 MASTERCARD INC 39234 55375 MCDONALD'S CORP 43708 54402 META PLATFORMS INC 39279 84492 MICROSOFT CORP 190905 472013 MORGAN STANLEY 30016 56099 NETFLIX INC 53504 43130 NEXTERA ENERGY, INC 41163 46643 NVIDIA CORP 195458 308098 O'REILLY AUTOMOTIVE INC 16865 29370 ORACLE CORP 81635 111683 PALO ALTO NETWORKS INC 28075 38498 PARKER HANNIFIN CP 17793 36037 PROGRESSIVE CORP OHIO 25347 25049 PROLOGIS 58536 62298 RAYTHEON TECHNOLOGIES CORP 57532 75377 REPUBLIC SVCS INC 8181 15471 S&P GLOBAL INC COM 42967 49646 SHERWIN-WILLIAMS CO 24402 28191 SPDR BARCLAYS 1 TO 10 YEAR TIP 49097 49341 SPDR PORTFOLIO LONG TERM TREAS 73395 71337 STRYKER CORPORATION 31688 29523 TAIWAN SEMICONDUCTOR MFG CO LT 69959 134623 TECHNOLOGY SPDR 18478 25339 TEXAS INSTRUMENTS INC 48579 41985 THE COCA-COLA CO 34391 45022 TJX COMPANIES INC 65318 108295 TRANE TECHNOLOGIES PLC 31340 43590 TRANSDIGM GRP INC 20452 23937 UNION PACIFIC 44247 48809 VANECK VECTOR JPMORGAN EM LOCA 27294 24736 VANGARD RUSSELL 1000 GROWTH 168692 261397 VANGUARD GOVT BOND ETF INTERME 171641 172538 VANGUARD MID-CAP ETF 114816 165716 VANGUARD RUSSELL 1000 VALUE ET 208620 262132 VANGUARD RUSSELL 2000 ETF 62456 78223 VANGUARD TOTAL WORLD STK INDEX 48418 49653 VISA INC 33281 72246 Administrative Fees 20152 20152 State or Local Filing Fees 25 25 Investment Management Services 40515 40515 990-PF Estimated Tax for 2025 4400 990-PF Excise Tax for 2024 540 990-PF Extension for 2024 2200 Foreign Tax Paid 243 243