2026-07-24T14:58:54-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 880874698 Williams Family Legacy Fund % Foundation Source WILL 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 James Williams Jr President 8008391754 2026-07-15 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 4013606 X 0 X 23833 23833 81440 81440 533393 7109530 533393 638666 638666 0 30909 30909 4276 2276 22658 1156 21502 57843 34341 21502 129500 129500 187343 34341 151002 451323 604325 0 636887 467187 467187 2100705 2721728 3546419 2737592 3188915 4013606 0 0 X 2737592 3188915 2737592 3188915 2737592 3188915 2737592 451323 3188915 3188915 Publicly-traded Securities 7109530 6576137 533393 533393 533393 8400 8400 8400 3475 0 5200 8675 X 0 275 275 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 false false false false false false false false false false false false false false false false false Clifford Calhoun Williams Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 George Pittman Williams Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 James Kelley Williams Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Jean Pittman Williams Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 James Kelley Williams Jr Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 2.0 0 0 0 2828508 691843 0 3520351 0 3520351 52805 3467546 173377 173377 8400 8400 164977 164977 164977 151002 0 0 0 0 151002 164977 149710 2023 2022 2021 151002 149710 1292 0 0 163685 0 0 Clifford Calhoun Williams George Pittman Williams James Kelley Williams Jr X BECKET FUND 1919 PENNSYLVANIA AVE NW STE 400 WASHINGTON DC 20006 N/A PC General & Unrestricted 5000 BREAKTHRU MINISTRIES 8113 MORTON MARATHON RD PULASKI MS 39152 N/A PC General & Unrestricted 10000 COURAGE WORLDWIDE INC 3495 LAKESIDE DR 88 RENO NV 89509 N/A PC General & Unrestricted 15000 EMPOWER MISSISSIPPI FOUNDATION 1000 NORTHPARK DR RIDGELAND MS 39157 N/A PC General & Unrestricted 5000 GATEWAY RESCUE MISSION INC PO BOX 3763 JACKSON MS 39207 N/A PC General & Unrestricted 12500 GOODWILL INDUSTRIES OF MISSISSIPPI INC 104 E STATE ST RIDGELAND MS 39157 N/A PC Goodwill Industries Volunteer Services 1000 GREATER EASTOVER FOUNDATION INC PO BOX 12255 JACKSON MS 39236 N/A PC General & Unrestricted 2500 LEFLEUR EAST FOUNDATION PO BOX 12290 JACKSON MS 39236 N/A PC General & Unrestricted 1000 LIFELINE CHILDRENS SERVICES INC 200 MISSIONARY RIDGE BIRMINGHAM AL 35242 N/A PC Lifeline Children's Services in Jackson, MS 5000 MISSION FIRST INC PO BOX 250 JACKSON MS 39205 N/A PC General & Unrestricted 10000 MISSISSIPPI COLLEGE PO BOX 4005 CLINTON MS 39058 N/A PC Charitable Event 2500 MISSISSIPPI COLLEGE PO BOX 4005 CLINTON MS 39058 N/A PC MC Women's Council 10000 OPERATION SHOESTRING INC 1711 BAILEY AVE JACKSON MS 39203 N/A PC General & Unrestricted 2500 PALMER HOME FOR CHILDREN 800 BALDWIN RD S LK CORMORANT MS 38641 N/A PC General & Unrestricted 20000 SIM USA INCORPORATED 14830 CHOATE CIR CHARLOTTE NC 28273 N/A PC General & Unrestricted 7500 SUNNYBROOK CHILDRENS HOME INC 222 SUNNYBROOK RD RIDGELAND MS 39157 N/A PC General & Unrestricted 5000 UNIVERSITY OF MISSISSIPPI FOUNDATION 2500 NORTH STATE ST JACKSON MS 39216 N/A PC The Memory Impairment and Neurodegenerative Dement 15000 129500 14 23833 14 81440 18 533393 638666 638666 false false false false false false false false false false AIRSHIP AI HOLDINGS INC 40711 21675 ALPHABET INC CL C 32716 31380 AMPX 51344 31560 APPLE INC 62677 67965 ATAI LIFE SCIENCES N.V 52628 61350 BANCO DE CHILE ADS 106448 133000 BANCOLOMBIA SA 63449 134535 BLOOM ENERGY CORP 16467 73857 BRITISH AMERICAN TOBACCO PLC 89514 113240 BRUKER CORPORATION 58928 70665 CENTRAL PUERTO ADR 97040 122500 CLOUDFLARE, INC. 49853 83789 CORPORATION AMERICA AIRPORTS S 73160 111800 EQT CORPORATION 91109 80400 FREQUENCY ELECTRS INC COM 45073 53840 FTAI AVIATION LTD 76512 137795 GE VERNOVA 68753 130714 GRUPO FINANCIERO GALICIA S.A. 100279 105183 IONQ ORD SHS 41981 44870 ISHARES MSCI BRAZIL FREE INDEX 88491 85779 ISHARES MSCI BRAZIL SMALL CAP 86915 103443 ISHARES MSCI CHILE INVESTABLE 67879 80800 ITAU UNIBANCO HOLDING S.A 62995 82963 LEIDOS HOLDINGS INC 62265 64944 MERCADOLIBRE, INC 77016 106756 META PLATFORMS INC 66503 66009 NEWMONT GOLDCORP CORPORATION 78472 162256 NU HOLDINGS LTD 156369 196694 ONEOK INC 88318 91875 PALO ALTO NETWORKS INC 67428 69075 PAN AMERICAN SILVER CORP 77908 103620 RIGETTI COMPUTING INC 19142 39870 ROCKET LAB USA INC 41174 115802 ROLLS ROYCE GRP PLC S/ADR 35471 107682 SEALSQ CORP 48138 30240 SPHERE ENTERTAINMENT CO 41791 72261 TAIWAN SEMICONDUCTOR MFG CO LT 91681 91167 UNITEDHEALTH GROUP INC 84355 90780 VANGUARD EXTENDED DURATION TRE 67549 65010 WISDOMTREE TR ARTIFICIAL INTEL 93226 109275 Administrative Fees 21477 21477 Bank Charges 1156 1156 State or Local Filing Fees 25 25 Investment Management Services 30909 30909 990-PF Estimated Tax for 2025 2000 Foreign Tax Paid 2276 2276