2023-10-31T13:56:56-05:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 823471315 The Ruth & J O Stone Foundation % Foundation Source RUTH 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 TIMOTHY K MARANI PRESIDENT 8008391754 2023-10-26 true TIMOTHY K MARANI 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 37287093 X 2438095 8382 8382 986732 986732 -2990 18876680 283115 143135 142013 3573354 1420242 0 274038 274038 51293 11193 63169 2059 61110 388500 287290 61110 1314500 1314500 1703000 287290 1375610 1870354 1132952 1835721 3472912 3472912 6184 6184 6184 5593023 5770210 5077117 30490554 27443389 25246225 503807 3600764 3484655 38423105 40293459 37287093 0 0 X 38423105 40293459 38423105 40293459 38423105 40293459 38423105 1870354 40293459 40293459 Publicly-traded Securities 18876680 18928196 -51516 -51516 Passthrough K1 Capital Gain/(Loss) 334631 283115 15748 15748 15748 15237 0 2800 18037 X 0 2289 2289 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 Linda R Chamberlain Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Treas, Dir 1.0 0 0 0 H Jason Hall Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Timothy K Mariani Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 3.0 0 0 0 Wells Fargo 4030 W BOY SCOUT BLVD STE 150 TAMPA FL 33607 Investment Mgmt 274038 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 60993 36098191 2389465 0 38487656 0 38487656 577315 37910341 1895517 1895517 15748 15748 1879769 1879769 1879769 1375610 0 0 0 0 1375610 1879769 2020 2019 2018 40080 40080 1375610 1375610 0 40080 40080 464079 NONE X CHARITY WORKS INC 1346 S FORT HARRISON AVE STE 101 CLEARWATER FL 33756 N/A PC Charitable Event 5000 CREATED WOMEN INC PO BOX 5717 TAMPA FL 33675 N/A PC To purchase toiletries, personal supplies, and other goods, facilitated via Charity Works a 501(c)(3) organization 25000 CREATED WOMEN INC PO BOX 5717 TAMPA FL 33675 N/A PC To purchase toiletries, personal supplies, and other goods, facilitated via Charity Works a 501(c)(3) organization 25000 CREATED WOMEN INC PO BOX 5717 TAMPA FL 33675 N/A PC To purchase toiletries, personal supplies, and other goods, facilitated via Charity Works a 501(c)(3) organization 25000 CLAY CENTER FOR THE ARTS & SCIENCES OF WEST VIRGIN 1 CLAY SQ CHARLESTON WV 25301 N/A PC Charitable Event 20000 CLAY CENTER FOR THE ARTS & SCIENCES OF WEST VIRGIN 1 CLAY SQ CHARLESTON WV 25301 N/A PC sculpture FUND FOR the Susan Runyan Maier Sculpture Garden at The Clay Center for the Arts and Sciences of WV, Inc. 300000 CLEARWATER FREE CLINIC INC 1218 COURT ST CLEARWATER FL 33756 N/A PC Charitable Event 15000 CLEARWATER FREE CLINIC INC 1218 COURT ST CLEARWATER FL 33756 N/A PC Charitable Event 25000 CLEARWATER FREE CLINIC INC 1218 COURT ST CLEARWATER FL 33756 N/A PC Acquisition Grant FUND 150000 CLEARWATER HISTORICAL SOCIETY INC PO BOX 175 CLEARWATER FL 33757 N/A PC Charitable Event 5000 CLEARWATER MARINE AQUARIUM INC 249 WINDWARD PASSAGE CLEARWATER FL 33767 N/A PC Charitable Event 25000 CLEARWATER MARINE AQUARIUM INC 249 WINDWARD PASSAGE CLEARWATER FL 33767 N/A PC Charitable Event 10000 CLEARWATER MARINE AQUARIUM INC 249 WINDWARD PASSAGE CLEARWATER FL 33767 N/A PC Charitable Event 2000 COMMUNITY DENTAL CLINIC INC 1008 WOODLAWN ST CLEARWATER FL 33756 N/A PC Acquisition Grant FUND 500000 DUNEDIN FINE ARTS CULTURAL CENTER INC 1143 MICHIGAN BLVD DUNEDIN FL 34698 N/A PC General & Unrestricted 25000 HOMELESS EMERGENCY PROJECT INC 1120 N BETTY LN CLEARWATER FL 33755 N/A PC Charitable Event 10000 MORTON PLANT MEASE HEALTH CARE FOUNDATION INC 1200 DRUID ROAD S CLEARWATER FL 33756 N/A SO I Charitable Event 10000 RYAN WELLS FOUNDATION INC 3636 WOODRIDGE PL PALM HARBOR FL 34684 N/A PC Charitable Event 6500 SEASIDE SEABIRD SANCTUARY 18328 GULF BLVD INDIAN SHORES FL 33785 N/A PC Charitable Event 1000 SPECIAL OPERATIONS WARRIOR FOUNDATION PO BOX 89367 TAMPA FL 33689 N/A PC Charitable Event 10000 THE ARC TAMPA BAY FOUNDATION INC 1501 N BELCHER RD STE 244 CLEARWATER FL 33765 N/A PC Charitable Event 20000 THE SALVATION ARMY - ATHENS GA UNIT PO BOX 367 ATHENS GA 30603 N/A PC 2022 Kettle Klassic Sponsorship & Food Drive FUND for the benefit of persons served by The Salvation Army of Clearwater and Upper Pinellas County 90000 UNCOMMON TOUCH MINISTRIES INC 1606 N MARTIN LUTHER KING JR AVE CLEARWATER FL 33755 N/A PC food bank FUND 10000 1314500 14 8382 14 986732 18 -2990 K-1 Inc/Loss 14 143135 1135259 1135259 false false false false false false false false false false X X 1 Ruth P Stone Revocable Trust 1550 So Highland Avenue Suite B Clearwater FL 33756 2438095 X X 1 ISHARES S&P 1500 INDEX FD ITOT, 1986 sh. 199980 2022-03-25 1 FIRST EAGLE SOGEN GLOBAL FUND CLASS C FESGX, 1262.253 sh. 79396 2022-03-25 1 VANGUARD FTSE EMERGING MARKETS VWO, 1711 sh. 78629 2022-03-25 1 THORNBURG VALUE FUND A SHARES TVAFX, 2733.266 sh. 193652 2022-03-25 1 FRANKLIN INCOME FUND CLASS C FCISX, 40132.527 sh. 103141 2022-03-25 1 VANGUARD FTSE DEVELOPED MARKETS VEA, 3785 sh. 181718 2022-03-25 1 SOUTH JERSEY INDS INC SJI, 1703 sh. 57885 2022-03-25 1 ROYCE VALUE TRUST, INC RVT, 4000 sh. 68640 2022-03-25 1 LORD ABBETT SHORT DURATION TAX FREE FUN LSDAX, 9263.458 sh. 141360 2022-03-25 1 PIMCO INCOME CL A PONAX, 11628.305 sh. 130586 2022-03-25 1 NEXTERA ENERGY CAPITAL HOLDINGS INC UNI NEE-PO, 2000 sh. 114560 2022-03-25 1 AMERICAN CENTURY GROWTH INVESTOR TWCGX, 383.655 sh. 18254 2022-03-25 1 KYNDRYL HOLDINGS INC KD, 66 sh. 840 2022-03-25 1 FIRST EAGLE SOGEN GLOBAL FUND CLASS A SGENX, 1428.721 sh. 93267 2022-03-25 1 CHEVRON CORP CVX, 1200 sh. 200910 2022-03-25 1 PIMCO TOTAL RETURN FUND CLASS A PTTAX, 7161.401 sh. 68033 2022-03-25 1 TORONTO DOMINION TD, 1000 sh. 81160 2022-03-25 1 SOUTHERN CO SO, 2000 sh. 142790 2022-03-29 1 DTE ENERGY CO. 6.25% DTP, 4000 sh. 211060 2022-03-29 ALTRIA GROUP INC 2.95% 05/02/2 199647 198516 AMAZON INC - 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