2026-09-01T16:42:08-04:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 843236506 Winchester Family Foundation % Foundation Source WINC 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 William Winchester President 8008391754 2026-08-14 true Jeffrey D Haskell P01345770 8008391754 2025 X 1055220 X 0 X 3938 3938 22230 22230 21895 735884 21895 -14584 -3022 33479 45041 0 6338 6338 500 11401 261 11135 18239 6599 11135 41020 41020 59259 6599 52155 -25780 38442 0 151834 70227 70227 397342 472976 484993 342668 322861 500000 891844 866064 1055220 0 0 X 891844 866064 891844 866064 891844 866064 891844 -25780 866064 866064 Publicly-traded Securities 735884 718022 17862 17862 Passthrough K1 Capital Gain/(Loss) 4033 21895 534 534 534 1202 0 1202 X 0 668 668 0 false false false false false true true 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 false false false false false false false false false false false false false false false false false Heather Winchester Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Treas, VP 1.0 0 0 0 William Winchester Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 428560 121531 500000 1050091 0 1050091 15751 1034340 51717 51717 534 534 51183 51183 51183 52155 0 0 0 0 52155 51183 51263 2023 2022 2021 52155 51263 892 0 0 50291 0 0 Heather Winchester William Winchester X CHALLENGED ATHLETES INC 9591 WAPLES ST SAN DIEGO CA 92121 N/A PC General & Unrestricted 1000 CRAIG HOSPITAL FOUNDATION PO BOX 17671 DENVER CO 80217 N/A SO I General & Unrestricted 25000 DUCKS UNLIMITED INC ONE WATERFOWL WAY MEMPHIS TN 38120 N/A PC to help perpetuate the opportunity to educate and secure duck habitat to support hunting for years to come 1500 GALENA LACROSSE CLUB 462 VANCOUVER CT RENO NV 89511 N/A PC True Grit Fund 1000 HIGH FIVES NONPROFIT FOUNDATION 10775 PIONEER TRL STE 108 TRUCKEE CA 96161 N/A PC General & Unrestricted 500 KELLY S BRUSH FOUNDATION 3 MAIN ST SUITE 217 BURLINGTON VT 05401 N/A PC General & Unrestricted 500 LIVING STONES CHURCH 445 S VIRGINIA ST RENO NV 89501 N/A PC Women's and Children's Center of the Sierra's 1000 LIVING STONES CHURCH SOUTH RENO PO BOX 18492 RENO NV 89511 N/A PC General & Unrestricted 6500 NEVADA BIGHORNS UNLIMITED RENO CHAPTER PO BOX 21393 RENO NV 89515 N/A PC to help perpetuate the opportunity to educate and secure the Nevada Bighorn Sheep species as well as large game habitat 1520 NEVADA OUTDOORSMEN IN WHEELCHAIRS PO BOX 908 ELKO NV 89803 N/A PC General & Unrestricted 500 ROCKY MOUNTAIN ELK FOUNDATION PO BOX 8249 MISSOULA MT 59807 N/A PC General & Unrestricted 500 TRUCKEE MEADOWS FIREFIGHTERS FOUNDATION INC 18124 WEDGE PKWY RENO NV 89511 N/A PC General & Unrestricted 1500 41020 14 3938 14 22230 18 21895 K-1 Inc/Loss 525990 -11562 14 -3022 -11562 45041 33479 false false false false false false false false false false AMERICAN CAPITAL AGENCY CORP 20000 21726 ANNALY MTG MGMT INC. COM 20000 22194 ARMOUR RESIDENTIAL REIT INCCOM 20000 18351 AXONIC STRATEGIC INCOME FUND 12136 12087 HCM DIVIDEND SECTOR PLUS FUND 13045 16268 HCM DYNAMIC INCOME FUND CL A 2495 2626 HCM INCOME PLUS FUND CLASS A 4242 5188 HCM TACTICAL GROWTH FUND CLASS 22503 31197 INVESCO BULLETSHARES 2027 HIGH 4864 4840 INVESCO BULLETSHARES HIGH YIEL 17990 18042 INVESCO EXCHANGE TRADED SELF I 6122 6072 INVESCO NASDAQ 100 ETF 4862 6323 ISHARE SP SMALL CAP 600 INDEX 6422 7571 ISHARES 0 5 YEAR HIGH YIELD CO 6060 6045 ISHARES CORE MSCI TOTAL INTERN 11277 13035 ISHARES S&P 500 INDEX FD 6683 8219 ISHS FTS NRT MTG PLS 100000 92939 KENSINGTON DYNAMIC GROWTH INST 37463 43910 KIMBELL ROYALTY PARTNERS 9990 8326 MAINTSTAY SHORT TERM DUR HIGH 12101 12113 RYDEX DYNAMIC FDS, DYNAMIC OTC 78022 70692 SPDR S&P 500 GROWTH 1793 2347 SPDR SER TR BARCLAYS CAP CONV 12982 14094 STATE STREET SPDR 25697 31286 TWO HARBORS INVESTMENT CORP 9981 1722 VANGARD RUSSELL 1000 GROWTH 3566 4627 VANGUARD FTSE ALL-WLD EX-US SM 2680 3153 CIP SHR 1 PREFERRED, LLC 299554 400000 MCG MADISON 521 INVESTORS PREF 23307 100000 Administrative Fees 11110 11110 K-1 Exp MCG MADISON 521 INVEST 266 261 State or Local Filing Fees 25 25 K-1 Inc/Loss MCG MADISON 521 INVESTORS PREF LLC -14584 -3022 Investment Management Services 6338 6338 990-PF Estimated Tax for 2025 500