2023-10-17T08:16:59-05:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 274196021 Saxena Family Foundation % Foundation Source SAXE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JITENDRA SAXENA PRESIDENT 8008391754 2023-10-12 true JITENDRA SAXENA 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 7670221 X 0 X 2168 2168 149438 149438 -179361 3382729 56953 -27755 208559 25000 25000 2284 2284 96239 96239 42 42 8140 1040 41695 3 41692 173400 97324 68976 271978 271978 445378 97324 340954 -473133 111235 324965 296516 296516 6007 6007 6007 6455122 6509431 7367698 505000 7285087 6811954 7670221 0 0 X 7285087 6811954 7285087 6811954 7285087 6811954 7285087 -473133 6811954 6811954 Publicly-traded Securities 3182490 2820776 361714 361714 LIGHT STREET XENON, LTD P 2020-09-30 2022-10-18 200239 505000 -304761 -304761 56953 1546 1546 1546 4810 0 4810 X 0 3264 3264 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 true false 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 96239 7373629 574513 160877 8109019 0 8109019 121635 7987384 399369 399369 1546 1546 397823 397823 397823 340954 0 0 0 0 340954 397823 2020 2019 2018 518411 518411 340954 340954 0 56869 56869 461542 0 461542 461542 Jitendra Saxena X AKSHAYA PATRA FOUNDATION USA PO BOX 14220 FREMONT CA 94539 N/A PC The Florida Chapter 25000 AKSHAYA PATRA FOUNDATION USA PO BOX 14220 FREMONT CA 94539 N/A PC Charitable Event 25000 BOSTON CARDIAC FOUNDATION INC 50 TREMONT ST STE 104 MELROSE MA 02176 N/A PC General & Unrestricted 5000 FRIENDS OF TEACH FOR INDIA INC 25 BROADWAY FL 12 NEW YORK NY 10004 N/A PC General & Unrestricted 5000 HACK REDUCE INC 35 JASON ST ARLINGTON MA 02476 N/A PC Charitable Event 3000 HELPING FRIENDLY FARM INC 3240 CREAMERY RD NEW HOPE PA 18938 N/A PC General & Unrestricted 10000 I LIGHT GLOBAL 2 HARVEST BEND RD ROBBINSVILLE NJ 08691 N/A PC General & Unrestricted 500 INDIAN AMERICAN IMPACT PROJECT 122 C ST NW WASHINGTON DC 20001 N/A PC General & Unrestricted 25000 MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA ST STE 540 BOSTON MA 02114 N/A PC Alzheimer's Disease Research Lab run by Dr. Teresa Gomez Isla 5000 PAN-MASSACHUSETTS CHALLENGE INC 77 4TH AVE NEEDHAM MA 02494 N/A PC General & Unrestricted 1000 PARTNERS HEALTHCARE SYSTEM INC - THE BRIGHAM AND W 116 HUNTINGTON AVE 3RD FL BOSTON MA 02116 N/A PC Saxena Kidney & Pancreas Transplantation Fund 140000 THE BIRTHDAY PARTY PROJECT 2143 FARRINGTON ST DALLAS TX 75207 N/A PC General & Unrestricted 2148 VISION-AID INCORPORATED 8 VINE BROOK RD LEXINGTON MA 02421 N/A PC General & Unrestricted 25000 Community Servings Inc 179 AMORY STREET JAMAICA PLAIN MA 02130 N/A PC General & Unrestricted 330 271978 14 2168 14 149438 18 -179361 -27755 -27755 false false false false false false false false false false ABBOTT LABS 81792 82452 ABBVIE INC 96751 106016 ACCENTURE PLC 43829 88324 ALPHABET INC CL A 116005 112934 AMAZON COM 165174 87360 AMERICAN ELECTRIC POWER INC 39791 43012 AMERICAN TOWER REIT INC 36991 32415 AMERIPRISE FINANCIAL INC 16768 24910 AMGEN INC 36735 38871 ANALOG DEVICES INC 46263 47733 APPLE INC 194065 467488 APPLIED MATERIALS INC 45660 36615 AUTOMATIC DATA PROCESSING INC 31230 34396 BLACKROCK INC 39488 62359 BOSTON SCIENTIFIC 36623 42939 BROADCOM INC 66224 73805 CHEVRON CORP 13439 20821 CHUBB LIMITED 49883 83387 CISCO SYSTEMS INC 16746 18056 CITIGROUP INC 438106 326289 COLGATE-PALMOLIVE COMPANY 18183 19934 COSTCO WHOLESALE CORPORATION 34160 37433 DANAHER CORP 24342 28135 DIAGEO PLC ADS 47572 47577 DISCOVER FINL SVCS COM 18241 17805 DOLLAR GENERAL CORP 18755 22163 ELI LILLY & CO 32880 35852 EOG RESOURCES INC 54763 67350 ESTEE LAUDER COMPANIES INC 25248 24811 EXXON MOBIL CORP 61274 64195 GEN DYNAMICS CP 21314 53840 HOME DEPOT INC 74139 126344 HONEYWELL INTL 51904 133723 INTUITIVE SURGICAL 31221 28127 JOHNSON & JOHNSON 52527 107933 JP MORGAN CHASE 56054 67318 JP MORGAN STRATEGIC INCOME OPP 607871 606025 LINDE PLC COM 63872 72738 MARSH AND MCLENNAN COMPANIES I 43861 46665 MATTHEWS INDIA FUND 592213 497405 MCDONALD'S CORP 56942 77478 MICROSOFT CORP 451163 688284 MORGAN STANLEY 35662 36814 NEXTERA ENERGY, INC 59210 62867 NIKE INC-CL B 36560 30072 NOVARTIS AG ADR 8426 8618 O'REILLY AUTOMOTIVE INC 17690 30385 ORACLE CORP 62419 69724 PALO ALTO NETWORKS INC 26697 22466 PARKER HANNIFIN CP 21425 19788 PEPSICO INC 36034 82381 PHILLIPS 66 34651 59117 PROCTER GAMBLE CO 78424 97453 PROLOGIS 51938 49939 PRUDENTIAL SHORT DURATION HIGH 115261 98357 PUTNAM SHORT DURATION INCOME F 525433 522812 RAYTHEON TECHNOLOGIES CORP 58456 111214 REPUBLIC SVCS INC 10732 10061 ROCKWELL AUTOMATION INC 20280 28333 S&P GLOBAL INC COM 24405 22106 SALESFORCE.COM 54065 32352 SCHLUMBERGER LTD 17951 26570 SEMPRA ENERGY COM 18905 37553 SHERWIN-WILLIAMS CO 34111 34176 STARBUCKS CORP COM 53825 65670 TEXAS INSTRUMENTS INC 60985 103428 THE COCA-COLA CO 65027 67363 THERMO FISHER SCIENTIFIC INC 26444 30288 TJX COMPANIES INC 30649 38208 TRUIST FINANCIAL CORPORATION 28310 25086 UBS ULTRA SHORT INCOME FUND CL 525304 519122 UNION PACIFIC 66533 63570 UNITED PARCEL SERVICE 50759 47632 UNITEDHEALTH GROUP INC 138892 148450 VISA INC 63906 64406 Administrative Fees 41667 41667 Bank Charges 3 3 State or Local Filing Fees 25 25 Investment Management Services 96239 96239 990-PF Estimated Tax for 2022 4500 990-PF Extension for 2021 2600 Foreign Tax Paid 1040 1040