2024-10-31T09:17:46-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 823103755 The Graham Stretch Family Foundation % Foundation Source GRAH 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 alyse graham president 8008391754 2024-10-23 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 7893205 X 0 X 2399 2399 180056 180056 -63318 2389328 0 119137 182455 0 79028 79028 3540 3040 19384 434 18950 101952 82502 18950 353000 353000 454952 82502 371950 -335815 99953 172030 428032 428032 6716453 6147493 7465173 6888483 6575525 7893205 23932 46789 23932 46789 X 6864551 6528736 6864551 6528736 6888483 6575525 6864551 -335815 6528736 6528736 Publicly-traded Securities 2389328 2452646 -63318 -63318 -63318 1389 1389 1389 1579 0 1579 X 0 190 190 false false false false false false false true true DE true false false false true true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false false false false false false false false false false false false false false false false false false Alyse Graham Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 UBS Financial Services 7700 Wisconsin Ave Suite 300 Bethesda MD 20814 Investment Mgmt 79028 7437492 219688 0 7657180 0 7657180 114858 7542322 377116 377116 1389 1389 375727 375727 375727 371950 0 0 0 0 371950 375727 370492 2021 2020 2019 371950 370492 1458 0 0 374269 0 0 Alyse Graham X COMMUNITY OF HOPE INC 4 ATLANTIC ST SW WASHINGTON DC 20032 N/A PC General & Unrestricted 10000 CORPORATION OF THE WASHINGTON LATIN SCHOOL 5200 2ND ST NW WASHINGTON DC 20011 N/A PC General & Unrestricted 1000 CORPORATION OF THE WASHINGTON LATIN SCHOOL 5200 2ND ST NW WASHINGTON DC 20011 N/A PC Capital Campaign for Latin Cooper Campus 50000 FRIENDS OF COMPASS INC 1720 N ST NW WASHINGTON DC 20036 N/A PC General & Unrestricted 1000 HOPEWELL FUND PO BOX 38068 BALTIMORE DC 21297 N/A PC Galvanize USA fund 1000 IMPACTASSETS INC 4340 EAST WEST HWY STE 210 BETHESDA MD 20814 N/A PC Colin Stretch and Alyse Graham donor advisor fund 150000 INTERNATIONAL RESCUE COMMITTEE INC PO BOX 6068 ALBERT LEA MN 56007 N/A PC General & Unrestricted 33000 MOCO KIDSCO 6400 DEMOCRACY BLVD BETHESDA MD 20817 N/A PC General & Unrestricted 25000 POTOMAC CONSERVANCY INC 962 WAYNE AVE STE 540 SILVER SPRING MD 20910 N/A PC General & Unrestricted 5000 ROSEDALE CONSERVANCY INC PO BOX 39310 WASHINGTON DC 20016 N/A PC General & Unrestricted 1000 THE BRIGHAM & WOMENS HOSPITAL INC 263 HUNTINGTON AVE 318 BOSTON MA 02115 N/A PC General & Unrestricted 1000 THE BRIGHAM & WOMENS HOSPITAL INC 263 HUNTINGTON AVE 318 BOSTON MA 02115 N/A PC Ann Romney Center for Neurologic Diseases 50000 WASHINGTON AREA BICYCLIST ASSOCIATION 2599 ONTARIO RD NW WASHINGTON DC 20009 N/A PC General & Unrestricted 25000 353000 14 2399 14 180056 18 -63318 119137 119137 false false false false false false false false false false ABBOTT LABS 12766 15080 ABBVIE INC 101322 145672 ACCENTURE PLC 28311 35091 ADOBE SYSTEMS, INC 37682 57870 ADVANCED MICRO DEVICES INC 14643 27418 AFLAC INC 14684 16500 AIR PRODS & CHEM INC 48299 54486 ALCON INC 21021 25780 ALPHABET INC CL A 82610 106863 AMAZON COM 94151 113803 AMERICAN EXPRESS CO 53895 74936 AMERIPRISE FINANCIAL INC 18653 46719 AMGEN INC 10374 10657 APPLE INC 159024 205814 APPLIED MATERIALS INC 42049 64828 APTIV PLC 24636 24135 ASHTEAD GROUP PLC 14159 25867 ASTRAZENECA 23565 27479 AUTOMATIC DATA PROCESSING INC 25229 34247 AXA ADS 34465 40039 BANK OF IRELAND GROUP PLC 18810 17566 BIO RAD LABS INC CL A 21912 17436 BRISTOL-MYERS SQUIBB CO 32767 25655 BROADCOM INC 50831 121671 BRUNSWICK CORP 13228 15964 CADENCE DESIGN SYSTEMS INC 9400 19338 CANADIAN PACIFIC RAILWAY LTD 31917 34154 CF INDUSTRIES HOLDINGS, INC 23321 22658 CHEVRON CORP 119228 128427 CISCO SYSTEMS INC 83794 89622 CME GROUP, INC 7942 8003 CORNING INC 54766 47167 CORTEVA INC 27745 33544 COSTCO WHOLESALE CORPORATION 19521 36964 CVS CAREMARK CORP 32163 39480 DELL TECHNOLOGIES INC CLASS C 8707 9180 DOW INC 14166 16452 DUKE ENERGY CO 55971 52013 EATON CORP PLC 27296 51535 ECOLAB INC 25549 24794 ELECTRONIC ARTS 79378 83317 ELI LILLY & CO 29360 116584 EMERSON ELECTRIC CO 10999 11290 EQUINOR ASA 25475 41195 EVERSOURCE ENERGYINC 15452 11542 EXXON MOBIL CORP 24916 24695 FASTENAL COMPANY 11544 13472 FIDELITY NATIONAL INFORMATION 36194 25770 FIRST EAGLE GLOBAL FUND CLASS 334201 359722 FIRST ENERGY CORP 3814 3666 FPA CRESCENT PORTFOLIO 351646 395998 GENMAB A/S SPON 12270 14997 GILEAD SCIENCES INC 47188 57598 GROUPE DANONE ADS 35093 33696 HALEON PLC 16814 16254 HESS CORP 16267 40653 HOME DEPOT INC 31121 44705 HP INC 35186 30090 HSBC HOLDINGS PLC 13283 16297 ILLINOIS TOOL WORKS 17908 27766 INGERSOLL-RAND INC 17783 31400 JOHNSON & JOHNSON 88271 93887 JOHNSON CONTROLS INTERNATIONAL 8604 7205 JP MORGAN CHASE 49663 68040 KEURIG DR PEPPER INC 35429 32420 KEYENCE CORP FIRST SECTION COM 24997 29082 KINDER MORGAN INC 13729 13636 KNORR BREMSE AG EUR 33214 16943 KONINKLIJKE PHILIPS ELECTRONIC 37893 36931 LABCORP HLDGS INC (LABORATORY 3320 17047 LINDE PLC COM 25618 47232 LOCKHEED MARTIN CORP 85285 96540 LONDON STOCK EXCH LTD 39678 46581 LOWES COMPANIES INC 63048 66765 MARSH AND MCLENNAN COMPANIES I 45138 79577 MASCO CORP 13198 16276 MASTERCARD INC 43508 54593 MCDONALD'S CORP 105753 144400 MEDTRONIC PLC 106901 79991 MERCADOLIBRE, INC 12994 18858 MERCK & CO INC 92642 119813 META PLATFORMS INC 18385 30441 METLIFE INC 42094 45762 MICHELIN SCA 25394 23285 MICRON TECHNOLOGY 41634 52655 MICROSOFT CORP 154573 332418 MITSUBISHI UFJ FINANCIAL GROUP 18848 23032 MODERNA, INC 13497 13426 MONDELEZ INTERNATIONAL INC 54716 67939 MONTROSE ENVIRONMENTAL GRP ORD 17099 15455 MORGAN STANLEY 45471 49889 MSA SAFETY INCORPORATED 13401 17896 NETFLIX INC 13588 25805 NEXTERA ENERGY, INC 51916 47802 NIKE INC-CL B 50932 50594 NIPPON TELEGRAPH & TELEPHONE C 25387 27906 NVIDIA CORP 7961 28228 NXP SEMICONDUCTORS 16765 18145 ON SEMICONDUCTOR 9912 13699 PAYCHEX 17470 23465 PEPSICO INC 96772 106490 PFIZER INC 43561 23781 PHILLIPS 66 25946 32886 PNC FINANCIAL GROUP INC 50235 48468 PROCTER GAMBLE CO 122537 130421 PROLOGIS 44791 54120 PRYSMIAN SPA 8267 13628 PT BK MANDIR PRS UNSP/ADR 9262 16123 QUALCOMM INC 49341 50910 RAYTHEON TECHNOLOGIES CORP 17073 14725 REALTY INCOME CORP 44317 38357 REGAL REXNORD CORP 18454 20871 REGIONS FINANCIAL CORP 8147 7985 RIVIAN AUTOMOTIVE INC CL A 21407 19003 SALESFORCE.COM 77123 88415 SEMPRA ENERGY COM 40767 43044 SERVICE NOW 17111 21901 SLM CORP 11717 11568 SOFTBANK CP UNSP ADR 23649 18761 SONY GROUP CORP 31024 37687 SOUTHERN CO 40434 42072 SPECTRIS PLC 21654 28747 SPLUNK INC 10401 13254 STARBUCKS CORP COM 101441 109451 T-MOBILE US INC 48876 57879 TAKE-TWO INTERACTIVE SOFTWARE 20323 26557 TEXAS INSTRUMENTS INC 90150 110458 THE COCA-COLA CO 57362 64823 THERMO FISHER SCIENTIFIC INC 51307 47771 TJX COMPANIES INC 86759 123454 TRAVELERS COMPANIES INC 35397 37336 UMGNF 16424 17819 UNILEVER PLC AMER 34126 30445 UNITED PARCEL SERVICE 54890 43867 UNITEDHEALTH GROUP INC 77140 111612 UNIVERSAL DISPLAY CORP 24894 30410 US BANCORP 47969 47781 VERTEX PHARMCTLS INC 17681 36213 VISA INC 87099 108826 WAL-MART STORES INC 77736 97901 WASTE MANAGEMENT INC 21307 23104 WEC ENERGY GROUP, INC 20823 18349 WELLS FARGO & CO 13877 24364 WILLIAMS COS 34600 36223 ZEBRA TECHNOLOGIES CORP 18932 18040 Administrative Fees 18925 18925 Bank Charges 434 434 State or Local Filing Fees 25 25 OUTSTANDING OPTIONS 23932 46789 Investment Management Services 79028 79028 990-PF Estimated Tax for 2023 500 Foreign Tax Paid 3040 3040