2025-05-13T08:24:40-04:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 833030267 The Steedman Family Foundation % Foundation Source STEE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 STEPHANIE CHAN-TIDEMANN TREASURER 8008391754 2025-05-09 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 10124499 X 9479922 220082 220082 117920 117920 1096 346561 1096 9819020 339098 0 22281 22281 18741 504 18237 41022 22785 18237 38000 38000 79022 22785 56237 9739998 316313 41699 776961 776961 123481 8353217 8555738 775000 791800 165180 9905178 10124499 0 0 X 165180 9905178 165180 9905178 165180 9905178 165180 9739998 9905178 9905178 Publicly-traded Securities 346561 345465 1096 1096 1096 4397 4397 4397 37 0 37 X 0 4360 false false false false false false false true true DE true false true 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 Stephanie Chan-Tidemann Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 Alexandra Steedman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 4771141 3964301 244852 8980294 0 8980294 134704 8845590 442280 442280 4397 4397 437883 437883 437883 56237 0 0 0 0 56237 437883 76341 79832 78931 36172 61396 332672 56237 56237 0 332672 332672 48974 Alexandra Steedman X FRIENDS OF THE EARTH PO BOX 7010 MERRIFIELD VA 22116 N/A PC General & Unrestricted 15000 HOMECREST COMMUNITY SERVICES INC 1413 AVE T BROOKLYN NY 11229 N/A PC General & Unrestricted 10000 KARMA CAT & ZEN DOG RESCUE SOCIETY 39 S MAIN ST MILLTOWN NJ 08850 N/A PC General & Unrestricted 10000 MUDDY PAWS RESCUE 821 9TH AVE FRNT 1 NEW YORK NY 10019 N/A PC General & Unrestricted 3000 38000 14 220082 14 117920 18 1096 339098 339098 false false false false false false false false false false X X 1 Steedman Doria 214 East 26th street New York NY 10010 57521 X 2 The Richard Steedman Trust 55 Outerbridge Circle Hilton Head SC 29926 9422401 X 3M CO 6777 6713 ABBEY CAPITAL FUTURES STRATEGY 28066 26754 ABBEY CAPITAL MULTI ASSET FUND 15226 14553 ABBOTT LABS 3963 4072 ACCOR SA 4644 5262 ADYEN N.V. 3935 4501 AES CORP 34597 27477 AGILENT TECHNOLOGIES INC 11466 10882 AIA GROUP LTD ADR 3577 3430 AIR LEASE CORP 13132 13451 AKAMAI TECH COM STK 11619 11191 ALBEMARLE CP 7528 6542 ALCON INC 6632 6197 ALIBABA GROUP HOLDING LTD 8296 8564 ALPHABET INC CL A 32809 36535 ALPHABET INC CL C 36169 40753 AMAZON COM 50071 58576 AMER INTERNATIONAL GROUP INC 21998 21258 AMERICAN TOWER REIT INC 26796 23660 AMERICOLD REALTY TRUST 11068 9395 AMPHENOL CORPORATION 4492 4723 ANSYS INC 13645 14168 AON PLC CL A 6100 6824 APPLE INC 66856 75626 APPLIED MATERIALS INC 36185 30087 APPLOVIN CORP 3015 3562 AQR DIVERSIFIED ARBITRAGE FUND 36626 36500 ARCELORMITTAL 6176 5759 ARISTA NETWORKS 6784 8621 ARROW ELECTRONICS INC 10649 9502 ASHTEAD GROUP PLC 6373 5379 ASM INTERNATIONAL NV 6789 5692 ASML HOLDING NV NY REG SHS 7753 6238 ASTRAZENECA 11321 9566 AUTOLIV INC 7242 6284 AUTOZONE INC 15281 16010 AXA ADS 3545 3558 BAE SYSTEMS PLC 7546 6288 BAIRD MIDCAP FUND INSTL 4240 4279 BANK OF IRELAND GROUP 6111 5216 BARCLAYS PLC ADR 5388 6180 BARRICK GOLD CORPORATION 18442 16384 BERKSHIRE HATHAWAY INC. CLASS 7981 7706 BIO RAD LABS INC CL A 9240 9527 BLACKROCK EQUITY DIVID FD 5100 4875 BLACKROCK EVENT DRIVEN EQUITY 36762 36290 BLACKROCK GLOBAL EQUITY MRKT N 14942 14390 BLACKROCK GLOBAL LONG/SHORT CR 14577 14042 BLACKROCK HIGH YIELD BOND PORT 13505 13819 BOEING CO 31136 32214 BOSTON PPTYS INC 9997 10410 BP PLC SPONSORED ADR 2660 2335 BRIDGESTONE CORP UNSP ADR 5875 4849 BRISTOL-MYERS SQUIBB CO 23009 25961 BROADCOM INC 16381 22257 BROADRIDGE FINANCIAL 10144 11078 BUREAU VERITAS SA 6709 6088 BYD CO LTD UNSP/ADR 2044 1971 CALAMOS MARKET NEUTRAL FD CL I 14649 14885 CAPITEC BANK HLDGS 2796 3670 CATALYST MILLBURN HEDGE STRATE 14909 14829 CATERPILLAR INC 25217 25030 CBRE GROUP 17330 21269 CENCORA INC 11300 11009 CENTENE CORP 37825 33804 CHAMPIONX CORP 6574 5601 CHEVRON CORP 22612 21581 CHINA MERCHANTS BANK 3620 4419 CHIPOTLE MEX GRILL 1978 2171 CIGNA CORPORATION 24376 20158 CISCO SYSTEMS INC 15509 17819 CITIGROUP INC 28310 31394 COCA COLA EUROPEAN PARTNERS PL 4850 4916 COCA COLA FEMSA SA 3603 3116 COMPASS GROUP PLC ADR 6120 6752 CONOCOPHILLIPS 2164 1983 CONSUMER DISCRETIONARY SELECT 4379 6282 CONSUMER STAPLES SELECT SECTOR 4966 5345 CONVATEC GROUP PLC UNSP ADR 4738 4301 CORNING INC 23562 26849 COSAN ADR REPRESENTING 1803 838 COTERRA ENERGY INC 9618 9578 CSX CORP 34648 33077 CUMMINS INC 10156 11852 CVS CAREMARK CORP 23847 18764 D R HORTON 30355 24888 DAIFUKU CO LTD UNSPONSRED ADS 3742 4456 DARDEN RESTAURANTS INC 12991 15309 DAVIDE CAMPARI MILANO NV UNSPO 5135 3600 DENTSPLY SIRONA INC 5627 4005 DEUTSCHE BOERSE ADR 6134 6673 DEUTSCHE TELE AG ADS 4899 5433 DODGE & COX INCOME FUND 13295 13151 DODGE & COX STOCK 4761 5215 DOMINI INTERNATIONAL SOCIAL EQ 5596 6269 DOORDASH ORD SHS CLASS A 5786 7549 DOVER CORP 12566 12757 DSFIY 5902 5029 DSV UNSP ADR EACH REPR 0.5 ORD 5731 6691 EASTMAN CHEMICAL CO 9752 8767 EATON CORP PLC 4405 4646 EATON VANCE GLBL MCRO ABS RET 29740 28852 EBARA CORPORATION 6244 6694 EDWARDS LIFESCIENCES 1550 1481 ELI LILLY & CO 21549 18528 EMBRAER EMPRESA BR 3849 4365 ENTEGRIS INC 15538 12383 EPAM SYSTEMS INC 28532 31800 EPIROC AB 7321 6545 EXPERIAN GROUP LTD S/ADR 10985 9956 FAIR ISSAC & CO INC 13328 15927 FIRST ENERGY CORP 21921 21203 FREEPORT-MCMORAN COPPER & GOLD 30379 25590 FUJITSU LTD ADR OTC 8091 8042 GATX CORP INC 9053 10227 GEN DYNAMICS CP 9144 8168 GLOBAL PAYMENTS INC 9937 10310 GLOBANT SA 3784 4074 GOLDMAN SACHS GROUP 6993 8017 GOTHAM ABSOLUTE RETURN FUND 13962 12163 GOTHAM INDEX 500 PLUS FUND 6907 7192 GRAINGER W W INC 5978 6324 GRUPO FIN ADR 2687 1958 HALEON PLC 5992 6201 HDFC BANK LTD ADR 8324 9068 HEINEKEN N V S ADR 6662 5095 HELMERICH PAYNE 5851 5187 HEXCEL CP DELAWARE 8410 8026 HITACHI LTD 7455 7815 HOME DEPOT INC 3690 3501 HOULIHAN LOKEY INC 14559 17192 HUBSPOT INC 4055 4877 ICICI BK LTD ADS 6567 7346 ICON PLC - AMERICAN DEPOSITARY 6659 4404 IMCD GROUP 7276 6759 ING GROUP N V SPONSORED ADR 4990 4403 INTERCONTINENTAL EXCHANGE, INC 14634 14603 INTERNATIONAL BUSINESS MACHINE 7807 7694 INTUIT 6272 6285 INTUITIVE SURGICAL 13279 15137 INVESCO QQQ TRUST 4108 6135 IQVIA HOLDINGS INC 10501 8646 ISHARE SP SMALL CAP 600 INDEX 470078 497749 ISHARES RUSSELL 2000 3263 3756 ISHARES S&P 500 INDEX FD 1340269 1462869 ISHARES TR S & P MIDCAP 400 IN 809409 844300 ISHARES TRUST RUSSELL 1000 GRO 4317 6024 JD.COM, INC 2044 2427 JOHNSON & JOHNSON 5126 5062 JP MORGAN CHASE 25054 28046 JPMORGAN HEDGED EQUITY FUND CL 14113 14940 JULIUS BAER GROUP LTD 4606 5112 KBC GROUP SA UNSP ADR 5723 5863 KERRY GROUP PLC 6918 7496 KEYCORP 9016 9770 KEYSIGHT TECHNOLOGIES INC 12044 12850 KKR & CO INC 8556 10354 LABCORP HLDGS INC (LABORATORY 9203 9861 LAM RESEARCH CORP 3012 2528 LASERTEC ADR 5401 3412 LAZARD INTL STRATEGY EQUITY PO 5609 5136 LEGG MASON BW GLOBAL OP BD-IS 227690 213503 LEONARDO S.P.A. AMER DEP RECEI 5006 5661 LONDON STK EXCHANGE GROUP 9400 10564 LONZA GROUP AG UNSP/ADR 6287 6172 LOWES COMPANIES INC 25894 25667 LVMH MOET HENN UNSP 6490 6273 MAKEMYTRIP LIMITED 1583 1684 MARATHON PETROLEUM CORP 21952 18693 MARTIN CURRIE SMA-SHARES SERIE 89857 78106 MASCO CORP 16587 15675 MASTERCARD INC 20867 23169 MATERIALS SELECT SECTOR SPDR 4923 4964 MCDONALD'S CORP 6418 6667 MCKESSON CORP 6092 6269 MEITUAN DIANPING UNSPONSORED A 3483 5162 MERCADOLIBRE, INC 11054 10203 MERCK KGAA SPON ADR EACH REPR 6344 5068 META PLATFORMS INC 40460 45669 METLIFE INC 20145 21534 METROPOLITAN WEST TOTAL RETURN 1166605 1151433 MICROSOFT CORP 54036 53108 MINTH GROUP UNSPONSORED ADR RE 1244 1394 MITSUBISHI UFJ FINANCIAL GROUP 9621 10794 MORGAN STANLEY 22020 26275 MTU AERO ENGINES 4846 5633 MURPHY OIL CP HLDG 5077 4025 NATERA INC 1844 1741 NATWEST GROUP ADR REPRESENTING 5826 6356 NETFLIX INC 18746 24957 NEUBERGER BERMAN ALTRNTIVE FDS 43766 45337 NOMURA RESEARCH INST LTD 4593 4172 NOVO NORDISK A S 14409 10064 NVIDIA CORP 68406 76947 ORACLE CORP 12544 14331 PACKAGING CORP AMER 9346 10581 PALO ALTO NETWORKS INC 3963 4367 PARNASSUS MID CAP FUND 4400 4463 PAYPAL HOLDINGS, INC 5709 5975 PG & E CORP 26277 28757 PHILIP MORRIS INTL 19492 21543 PIMCO TOTAL RETURN FUND 13480 13190 PING AN INSURANCE GROUP ADR 2858 3597 PROGRESSIVE CORP OHIO 16694 17492 PSZKY 1738 1712 PT BANK NEGARA INDONESIA 1859 1349 PT BANK RAKYAT ADR 3809 2753 QIAGEN NV 9730 9752 QUALCOMM INC 19405 16898 QUANTA SVCS INC 5491 6005 RAYMOND JAMES FINANCIAL INC 13003 16310 RAYTHEON TECHNOLOGIES CORP 22963 23723 REGENERON PHARMACEUTICALS INC 9680 6411 REINSURANCE GROUP AMER INC 15440 15809 RELX PLC 6962 6858 RENAISSANCERE HOLDINGS LTD 11903 12192 RENESAS ELECTRONICS CORP 5926 4605 RENTOKIL INITIAL PLC SPON ADR 7803 7115 REPUBLIC SVCS INC 18329 18911 ROSS STORES, INC 11169 11194 SAFRAN SA - UNSPON ADR 6650 6431 SALESFORCE.COM 7963 7690 SANDOZ GROUP AG 3923 4050 SAP AKTIENGESELL ADS 10552 12557 SBA COMMUNICATIONS CORP 8105 7541 SCHLUMBERGER LTD 6087 5214 SCOTTS CO. CLASS A 9684 8823 SEALED AIR CORP 6904 6394 SELECT SECTOR SPDR ENERGY FUND 5030 5054 SELECT SECTOR SPDR INDUSTRIAL 4363 5534 SELECT SECTOR SPDR UTILITIES 5336 6207 SENSATA TECHNOLOGIES HOLDINGS 9642 7042 SERVICE NOW 13784 16962 SHELL ADR EACH REPRESENTING 2 5061 4511 SHOPIFY INC 3325 4041 SIEMENS AG 7547 7251 SIEMENS HEALTHINEERS AG 3529 3289 SKYWORKS SOLUTIONS, INC 10437 8957 SMC CORPORATION 7221 5736 SNAP ON INC 11254 13240 SONOVA HOLDING AG AD 5218 5138 SONY GROUP CORP 6733 7977 SOUTHWEST AIRLINES 16379 18861 SPDR S&P 500 ETF TRUST 26469 36923 SPOTIFY TECHNOLOGY SA 6668 8948 STARBUCKS CORP COM 4196 4106 STIFEL FINANCIAL CP 12881 15700 SYMRISE AG UNSPONSORED 9858 8504 SYNOPSYS, INC 13192 11649 SYSCO CORP 8468 8564 T ROWE PRICE BLUE CHIP CLASS I 3907 5649 TAIWAN SEMICONDUCTOR MFG CO LT 28007 34956 TECHNIPFMC PLC 20539 21908 TECHNOLOGY SPDR 3899 5813 TENCENT HOLDINGS LIMITED 12979 16326 TENCENT MUSIC ENTERTAINMENT GR 3769 3519 TERADATA CORPORATION 12913 12335 TERUMO CORP 6115 6455 TESLA MOTORS INC 21556 28673 THE BLACKSTONE GROUP INC CL A 8461 9483 THE COCA-COLA CO 10055 9028 THE TRADE DESK INC 3026 3526 THERMO FISHER SCIENTIFIC INC 5407 4682 TJX COMPANIES INC 8337 9302 TOKYO ELECTRON LTD 6774 5586 TOYOTA MTR CORP 4766 5254 TRANE TECHNOLOGIES PLC 5801 5910 TRANSDIGM GRP INC 10437 10138 TRIP COM GROUP ADR 2058 2884 UBER 4413 3680 ULTA SALON, COSMETICS & FRAGRA 9222 10003 UNICREDIT SPA 7100 7153 UNILEVER PLC AMER 9068 8789 UNION PACIFIC 2468 2508 UNIVERSAL MUSIC GROUP 6069 6278 VANGUARD 500 INDEX FUND ADM 4324 5849 VANGUARD FTSE DEVELOPED MARKET 648714 620464 VANGUARD FTSE EMERGING MARKETS 349453 354521 VANGUARD INFLATION-PROTECTED S 13855 13067 VANGUARD MID-CAP ETF 4216 5018 VANGUARD ST BOND ETF 13115 13290 VERIZON COMMUNICATIONS 35839 34911 VERTIV CL A 2685 3408 VICTORY MARKET NEUTRAL INCOME 7497 7505 WAL-MART DE MEX V SP/ADR 2538 1795 WAL-MART STORES INC 4240 4156 WEC ENERGY GROUP, INC 9890 10627 WEG SA BRAZIL SPONSORED ADR 3500 4139 WELLS FARGO & CO 20069 23249 WILLIAMS COS 18493 22189 WIZEY 2316 2855 WOODWARD INC 11874 11649 BLACKSTONE REAL ESTATE INC TRU 50000 49807 HAMILTON LANE PRIVATE ASSETS F 300000 307494 IRONWOOD INSTITUTIONAL MULTI-S 400000 409499 NUVEEN GLOBAL CITIES REAL ESTA 25000 25000 Administrative Fees 18212 18212 Bank Charges 504 504 State or Local Filing Fees 25 25 Investment Management Services 22281 22281 The Richard Steedman Trust 55 Outerbridge Circle Hilton Head SC 29926