2024-10-17T22:06:59-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 134013290 Anne Anastasi Charitable Foundation % Foundation Source ANNE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 jonathan galente president 8008391754 2024-09-13 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 5817989 X 0 X 13270 13270 159826 159826 3786 501095 3786 9465 9465 186347 186347 10500 10500 78888 35388 43500 2723 432 0 477 477 21639 21639 114227 35820 0 76116 207250 207250 321477 35820 0 283366 -135130 150527 287314 146583 146583 19683 16345 15700 3267431 3197057 4541655 1068820 1148133 1114051 2772 2772 4643248 4508118 5817989 0 0 X 4643248 4508118 4643248 4508118 4643248 4508118 4643248 -135130 4508118 4508118 Publicly-traded Securities 501095 497309 3786 3786 3786 2092 2092 2092 2000 0 200 2200 X 0 108 108 false false false false false false false true true NY true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false true false false false false false false false false false false false false false false false false false Brian Behan Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 5.0 1500 0 0 Virginia Davey Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 1500 0 0 Jonathan Nicholas Galente Foundation Source 501 Silverside Rd Wilmington DE 198091377 Chairman of the Board 15.0 1500 0 0 De Anna Galente-Montera Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 1500 0 0 Vincent P Gianatasio Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 4.0 1500 0 0 Xavier Macias Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 1500 0 0 Scott Sage Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 1500 0 0 5341703 295628 0 5637331 0 5637331 84560 5552771 277639 277639 2092 2092 275547 275547 275547 283366 0 0 0 0 283366 275547 276960 2021 2020 2019 283366 276960 6406 0 0 269141 0 0 NONE X ADVANCING CTNNB1 CURES AND TREATMENTS INC PO BOX 152 GREEN VILLAGE NJ 07935 N/A PC General & Unrestricted 10000 AMERICAN LEGION CHARITIES 700 N PENNSYLVANIA ST INDIANAPOLIS IN 46204 N/A PC Post 304 Fund in Dania Beach, FL 5000 ANIMAL AID INC 5581 NW 51ST AVE COCONUT CREEK FL 33073 N/A PC SOFLO Animal Rescue Corporation 6000 ANIMAL AID INC 5581 NW 51ST AVE COCONUT CREEK FL 33073 N/A PC General & Unrestricted 15050 BLYTHEDALE CHILDREN'S HOSPITAL 95 BRADHURST AVE VALHALLA NY 10595 N/A PC General & Unrestricted 2500 BOSTON COLLEGE LYONS HALL CHESTNUT HILL MA 02467 N/A PC General & Unrestricted 5000 CTC ACADEMY INC 29-01 BERKSHIRE RD FAIR LAWN NJ 07410 N/A PC General & Unrestricted 10000 FIRE POLICE OFFICERS ASSOCIATION 18 SUMMIT RD PATTERSON NY 12563 N/A PC General & Unrestricted 5000 FRANCISCAN FRIARS OF THE ATONEMENT PO BOX 301 GARRISON NY 10524 N/A PC General & Unrestricted 11000 FRIENDS OF THE SENIOR CITIZENS OF PUTNAM COUNTY IN 110 OLD ROUTE 6 STE 1 CARMEL NY 10512 N/A PC General & Unrestricted 5000 FRIENDS OF WLRN INC 172 NE 15TH ST MIAMI FL 33132 N/A PC General & Unrestricted 1200 GLYNWOOD CENTER INC PO BOX 157 COLD SPRINGS NY 10516 N/A PC General & Unrestricted 5000 GOLDEN RETRIEVER FREEDOM RESCUE INC PO BOX 103130 DENVER CO 80250 N/A PC General & Unrestricted 2000 HOLLYWOOD ART AND CULTURE CENTER INC 1650 HARRISON ST HOLLYWOOD FL 33020 N/A PC General & Unrestricted 5000 KENT FIRE DISTRICT NUMBER ONE 2490 RTE 301 CARMEL NY 10512 N/A GOV General & Unrestricted 10000 LAW ENFORCEMENT UNITED INC PO BOX 14097 CHESAPEAKE VA 23325 N/A PC General & Unrestricted 10000 MONASTERY OF ST CLARE-FRANCISCAN POOR CLARE NUNS 70 NELSON AVE WAPPINGERS FL NY 12590 N/A PC General & Unrestricted 5000 PUTNAM COUNTY VOLUNTEER FIREMENS ASSOCIATION 103 PARK DR DOVER PLAINS NY 12522 N/A PC General & Unrestricted 5500 PUTNAM VALLEY COMMUNITY FOOD PANTRY LTD 337 PEEKSKILL HOLLOW RD PUTNAM VALLEY NY 10579 N/A PC General & Unrestricted 5000 SPCA OF WESTCHESTER INC 590 N STATE RD BRIARCLIFF NY 10510 N/A GOV General & Unrestricted 5000 SPIRIT OF LIFE POWER INTERNATIONAL 810 N DIXIE HWY HOLLYWOOD FL 33020 N/A PC General & Unrestricted 19000 TOMPKINS CORNERS CULTURAL CENTER INC 729 PEEKSKILL HOLLOW RD PUTNAM VALLEY NY 10579 N/A PC General & Unrestricted 10000 TOWN OF KENT PBA COMMUNITY FUND INC PO BOX 143 CARMEL NY 10512 N/A PC General & Unrestricted 10000 TOWN OF PUTNAM VALLEY 265 OSCAWANA LAKE RD PUTNAM VALLEY NY 10579 N/A GOV General & Unrestricted 10000 WESTCHESTER BLUE FOUNDATION INC 399 KNOLLWOOD RD STE 220 WHITE PLAINS NY 10603 N/A PC General & Unrestricted 10000 WESTCHESTER CHILDRENS ASSOCIATION INC 470 MAMARONECK AVE STE 304 WHITE PLAINS NY 10605 N/A PC General & Unrestricted 2500 WESTCHESTER COMMUNITY OPPORTUNITY PROGRAM INC 2 WESTCHESTER PLZ ELMSFORD NY 10523 N/A PC General & Unrestricted 2500 YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH FLORIDA 900 SE 3RD AVE STE 210 FT LAUDERDALE FL 33316 N/A PC Greater Hollywood YMCA Family 5000 YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH FLORIDA 900 SE 3RD AVE STE 210 FT LAUDERDALE FL 33316 N/A PC swimming program for low-income families 10000 207250 14 13270 14 159826 18 3786 CLASS ACTION LAWSUIT PROCEEDS 01 9465 186347 186347 false false false false false false false false false false COMPUTER 2017-09-14 2772 2772 SL 5 0 AMERICAN ELEC PWR INC SER J NO 22113 21496 APPLE INC - 3.250% - 02/23/202 45804 43919 APPLIED MATERIALS INC - 3.300% 48236 43615 BANK AMER CORP - 4.125% - 01/2 47481 44963 BERKSHIRE HATHAWAY NOTE - 3.12 50960 48610 CITIGROUP INC GLBL - 6.625% - 35170 37059 COCA COLA - 3.375% - 03/25/202 50244 50821 CVS CAREMARK CORP NOTE - 4.300 13166 11810 DOWDUPONT INC - 4.725% - 11/15 25274 24368 ENERGY TRANSFER PARTNERS LP - 24220 24803 GENERAL MLS INC - 4.000% - 04/ 25413 25640 GOLDMAN SACHS GROUP INC - 4.00 36189 34898 JOHNSON &JOHNSON - 1.300% - 09 41117 40351 LABORATORY CORP - 3.600% - 09/ 32383 30935 LOCKHEED MARTIN CORP - 3.600% 19733 18369 LOWES COS INC NOTE CALL MAKE W 36201 35842 MITSUBISHI UFJ FINANCIAL GROUP 32093 33288 MORGAN STANLEY - 4.000% - 07/2 26586 24643 MORGAN STANLEY - 7.250% - 04/0 29394 30703 NIKE INC - 2.400% - 03/27/2025 29445 29176 NORTHERN TR CORP NOTE - 6.125% 26396 27969 PFIZER INC - 3.450% - 03/15/20 27569 24113 ROYAL DUTCH SHELL CL A - 2.500 46381 47614 SOUTHERN CO SER 2020 A - 3.700 18366 18870 TARGET BOND - 3.500% - 07/01/2 47539 44592 TORONTO DOMINION 8( - 2.000% - 27060 28326 UNION PACIFIC CORP - 3.700% - 47361 46892 UNITED PARCEL SERVICE INC - 4. 36933 30330 UNITED TECHNOLOGIES - 4.125% - 37270 31280 UNITEDHEALTH GROUP INC FXD RT 60823 62156 VERIZON COMMUNICATIONS INC - 4 20501 21208 VODAFONE GROUP PLC - 4.375% - 32700 31963 WESTPAC BANKING CORPORATION - 48012 43429 ABBVIE INC 5404 5424 ACCENTURE PLC 17079 22809 ADOBE SYSTEMS, INC 16782 131252 ALPHABET INC CL A 11362 114546 ALTRIA GROUP INC 24242 26261 AMAZON COM 54100 59257 AMERICAN ELECTRIC POWER INC 27755 52712 AMERICAN WATER WORKS COMPANY I 6592 21118 ANHEUSER BUSCH COS INC 18536 22294 APPLE INC 36372 377358 ARES CAPITAL CORPORATION - CLO 18290 25438 ASML HOLDING NV NY REG SHS 14023 37846 AT&T, INC 35761 24230 BECTON DICKINSON & CO 10286 9753 BERKSHIRE HATHAWAY INC. CLASS 33998 42799 CHEVRON CORP 27621 34307 CINCINNATI FINANCIAL CORP 25223 21727 CINTAS CRP 15530 27120 CISCO SYSTEMS INC 34621 38143 CITIZENS FINANCIAL GROUP, INC 25021 17564 CME GROUP, INC 13299 13689 CNI FIXED INCOME OPP FD CL N 1051174 854212 COSTCO WHOLESALE CORPORATION 24538 138617 DOMINION ENERGY INC 30446 23124 DUKE ENERGY CO 20024 23775 EMERSON ELECTRIC CO 17289 18979 ENTERGY CORP 38702 39970 EOG RESOURCES INC 29191 29028 EQUINIX, INC 7899 8054 EVERSOURCE ENERGYINC 12611 18825 FIFTH THIRD BANCORP 31268 27247 FIRST ENERGY CORP 5009 4766 FRANKLIN RES INC 5953 6405 GENERAL MILLS INC 15541 17588 GENUINE PARTS COMPANY 6118 6233 GILEAD SCIENCES INC 16828 20658 HARTFORD FINANCIALSERVICES GRO 18528 30946 HCA INC 23770 52783 HOME DEPOT INC 54899 62379 INTERNATIONAL BUSINESS MACHINE 12604 15537 INTERNATIONAL PAPER CO 18749 14460 ISHARES RUSSELL 2000 194295 178030 ISHARES RUSSELL MIDCAP VALUE 190688 203739 JP MORGAN CHASE 52519 57834 LINDE PLC COM 3529 4107 LOCKHEED MARTIN CORP 31096 49856 LYONDELLBASELL INDUSTRIES NV 21523 20442 MARATHON PETROLEUM CORP 18631 47475 MARSH AND MCLENNAN COMPANIES I 16051 16105 MASTERCARD INC 13075 74639 MCDONALD'S CORP 32973 44477 MERCK & CO INC 28898 51239 METLIFE INC 18434 26121 MICROSOFT CORP 29287 229383 NATIONAL RETAIL PROPERTIES INC 29039 38790 NEXTERA ENERGY, INC 27576 22778 NORTHROP GRUMMAN CORP 12189 18726 NVIDIA CORP 32333 37142 NXP SEMICONDUCTORS 20391 22968 OCCIDENTAL PETROLEUM CORP 4218 4180 PARKER HANNIFIN CP 3552 4607 PEPSICO INC 31237 47555 PFIZER INC 12934 11228 PHILIP MORRIS INTL 21639 23614 PIONEER NAT RES CO 8062 6746 PRINCIPAL FINANCIAL GROUP 12308 12981 PROCTER GAMBLE CO 16914 27110 PROLOGIS 15304 39990 QUANTA SVCS INC 14303 24817 ROPER INDUSTRIES 21017 27259 S&P GLOBAL INC COM 21874 24229 SALESFORCE.COM 16834 22367 SONOCO PRODUCTS COMPANY 19478 20951 STARBUCKS CORP COM 34235 34084 T-MOBILE US INC 26232 42487 TESLA MOTORS INC 22068 26090 THE COCA-COLA CO 26616 35358 THERMO FISHER SCIENTIFIC INC 18625 106158 TJX COMPANIES INC 9433 13133 TRANE TECHNOLOGIES PLC 9364 18293 UNITEDHEALTH GROUP INC 17939 78971 US BANCORP 11927 9305 VERIZON COMMUNICATIONS 36415 32309 VISA INC 13335 77584 WAL-MART STORES INC 25466 42566 WALT DISNEY HOLDINGS CO 27891 29796 ZOETIS INC 12272 14803 16345 15700 COMPUTER 2772 2772 Administrative Fees 21389 21389 State or Local Filing Fees 250 250 Class Action Lawsuit Proceeds 9465 9465 Investment Management Services 35388 35388 PHILANTHROPIC CONSULTING SVCS 43500 43500 990-PF Estimated Tax for 2023 2000 990-PF Excise Tax for 2022 291 Foreign Tax Paid 432 432