2024-06-27T21:18:40-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 274196021 Saxena Family Foundation % Foundation Source SAXE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 SAPNA SAXENA TREASURER 8008391754 2024-06-19 true SAPNA SAXENA 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 8765617 X 0 X 1335 1335 203027 203027 36290 1731141 36290 240652 240652 25000 25000 2138 2138 80596 70596 10000 2080 180 40296 5 40291 150110 70781 77429 229000 229000 379110 70781 306429 -138458 169871 296516 147470 147470 6007 6509431 6526026 8618147 6811954 6673496 8765617 0 0 X 6811954 6673496 6811954 6673496 6811954 6673496 6811954 -138458 6673496 6673496 Publicly-traded Securities 1731141 1694851 36290 36290 36290 2361 2361 2361 5164 0 5164 X 0 2803 2803 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 Jitendra Saxena Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 Sapna Saxena Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 5.0 25000 0 0 UBS Financial Services 299 Park Avenue 25th Fl NEW YORK NY 10171 Investment MGMT 70596 7988836 128445 1218 8118499 0 8118499 121777 7996722 399836 399836 2361 2361 397475 397475 397475 306429 0 0 0 0 306429 397475 2021 2020 2019 461542 461542 306429 306429 0 91046 91046 370496 0 370496 370496 Jitendra Saxena X BROOKLINE COMMUNITY MENTAL HEALTH CENTER INC 41 GARRISON RD BROOKLINE MA 02445 N/A PC General & Unrestricted 1000 EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC PO BOX 3886 NEW YORK NY 10163 N/A PC General & Unrestricted 2500 FRIENDS OF TEACH FOR INDIA INC TFA25 BROADWAY 12FL NEW YORK NY 10004 N/A PC General & Unrestricted 10000 HELPING FRIENDLY FARM INC 3240 CREAMERY RD NEW HOPE PA 18938 N/A PC General & Unrestricted 10000 HOPE FOR HALLIE 528 BRYN MAWR AVE SWARTHMORE PA 19081 N/A PC General & Unrestricted 250 INTERNATIONAL FOUNDATION FOR SOCIAL IMPACT INC 250 W 55TH ST 25TH FL 25B NEW YORK NY 10019 N/A PC General & Unrestricted 60000 INDIAN AMERICAN IMPACT PROJECT 122 C ST NW WASHINGTON DC 20001 N/A PC General & Unrestricted 25000 NEO PHILANTHROPY INC 1001 AVE OF THE AMERICAS 12TH FL NEW YORK NY 10018 N/A PC ArtChangeUs fund 2500 PAN-MASSACHUSETTS CHALLENGE INC 77 4TH AVENUE NEEDHAM MA 02494 N/A PC General & Unrestricted 1250 PEABODY ESSEX MUSEUM INC 161 ESSEX ST SALEM MA 01970 N/A PC Charitable Event 5000 SAKHI FOR SOUTH ASIAN WOMEN PO BOX 1333 NEW YORK NY 10008 N/A PC General & Unrestricted 5000 SPECIAL OLYMPICS MASSACHUSETTS INC 512 FOREST ST MALBOROUGH MA 01752 N/A PC General & Unrestricted 5000 SWIMMING WITH A MISSION INC 1 HARDY RD 127 BEDFORD NH 03110 N/A PC General & Unrestricted 500 THE CHARLES LEA CENTER FOUNDATION INC 195 BURDETTE ST SPARTANBURG SC 29307 N/A PC Charitable Event 1000 VISHWA HINDU PARISHAD OF AMERICA 200 NEW BOND ST SUGAR GROVE IL 60554 N/A PC OM Hindu Community Center, Billerica, MA 100000 229000 14 1335 14 203027 18 36290 240652 240652 false false false false false false false false false false Sapna Saxena *SAPNA SAXENA, DIRECTOR AND TREASURER OF SAXENA FAMILY FOUNDATION (THE "FOUNDATION"), IS THE CEO AT THE ADVISORY FIRM OF NEEL CAPITAL MANAGEMENT LLC, A DISQUALIFIED PERSON WHICH PROVIDES ADMINISTRATIVE SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2023, THE FOUNDATION PAID $10,000 FOR ADMINISTRATIVE SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH ADVISORY FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. ABBOTT LABS 98159 103356 ABBVIE INC 73521 77175 ACCENTURE PLC 88468 166682 ADVANCED MICRO DEVICES INC 29219 44076 ALPHABET INC CL A 99934 133404 AMAZON COM 165174 158018 AMERICAN ELECTRIC POWER INC 16484 17706 AMERICAN TOWER REIT INC 44413 41017 AMERIPRISE FINANCIAL INC 16768 30386 ANALOG DEVICES INC 32564 40705 APPLE INC 190140 664806 APPLIED MATERIALS INC 29984 39221 ASML HOLDING NV NY REG SHS 17941 21951 AUTOMATIC DATA PROCESSING INC 48450 49157 BLACKROCK INC 59704 95792 BOSTON SCIENTIFIC 19997 29194 BROADCOM INC 92644 186414 CHEVRON CORP 13439 17303 CHIPOTLE MEX GRILL 28674 34304 CHUBB LIMITED 55355 91304 CITIGROUP INC 445761 380244 COLGATE-PALMOLIVE COMPANY 18183 20167 COSTCO WHOLESALE CORPORATION 28106 42905 DANAHER CORP 15621 17351 ELI LILLY & CO 40772 69950 EOG RESOURCES INC 35701 41002 EXXON MOBIL CORP 68433 62687 GEN DYNAMICS CP 19351 49078 HOME DEPOT INC 38845 91836 HONEYWELL INTL 46407 125197 INTUIT 34080 49377 INTUITIVE SURGICAL 25132 29013 JOHNSON & JOHNSON 52527 95768 JP MORGAN CHASE 81208 115668 JP MORGAN STRATEGIC INCOME OPP 637513 637865 LINDE PLC COM 63872 91588 MARSH AND MCLENNAN COMPANIES I 49667 59115 MASTERCARD INC 39385 44357 MATTHEWS INDIA FUND 610453 612292 MCDONALD'S CORP 56942 87174 META PLATFORMS INC 81350 96277 MICROSOFT CORP 464444 1076227 MORGAN STANLEY 48898 53526 NEXTERA ENERGY, INC 49940 51022 NIKE INC-CL B 43749 34417 NOVARTIS AG ADR 7985 9592 O'REILLY AUTOMOTIVE INC 15526 29452 ORACLE CORP 73328 96890 PALO ALTO NETWORKS INC 15938 29783 PARKER HANNIFIN CP 17929 26260 PEPSICO INC 29764 60973 PHILLIPS 66 29343 64040 PROCTER GAMBLE CO 52168 66383 PROLOGIS 59643 60518 PUTNAM SHORT DURATION INCOME F 511085 513606 REPUBLIC SVCS INC 33249 38424 ROCKWELL AUTOMATION INC 17882 27633 S&P GLOBAL INC COM 24405 29074 SALESFORCE.COM 42718 54207 SCHLUMBERGER LTD 16297 23522 SEMPRA ENERGY COM 15754 29444 SHERWIN-WILLIAMS CO 29642 38988 STARBUCKS CORP COM 70177 78824 TAIWAN SEMICONDUCTOR MFG CO LT 97644 109928 TEXAS INSTRUMENTS INC 18864 62729 THE COCA-COLA CO 74549 74664 THERMO FISHER SCIENTIFIC INC 26444 29193 TJX COMPANIES INC 30649 45029 TRANE TECHNOLOGIES PLC 19270 23414 UBS ULTRA SHORT INCOME FUND CL 515292 512645 UNION PACIFIC 104527 121336 UNITED PARCEL SERVICE 44752 47012 UNITEDHEALTH GROUP INC 158568 168997 VISA INC 55262 69513 Administrative Fees 40266 40266 Bank Charges 5 5 State or Local Filing Fees 25 25 Administration of Foundation 10000 10000 Investment Management Services 70596 70596 990-PF Estimated Tax for 2023 1900 Foreign Tax Paid 180 180