2025-09-11T11:51:56-04:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 814627328 The Meeker Rom Grausz Family Foundation % Foundation Source MEEK 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Daniel Grausz Treasurer 8008391754 2025-09-07 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X X 7876371 X 0 X 14771 14771 215318 215318 206609 2965869 298634 436698 528723 0 65695 65695 3125 647 24591 5 24586 93411 66347 24586 319500 319500 412911 66347 344086 23787 462376 0 478017 243148 243148 763989 753529 753993 3463352 3732468 6879230 4705358 4729145 7876371 0 0 X 4705358 4729145 4705358 4729145 4705358 4729145 4705358 23787 4729145 4729145 Publicly-traded Securities 2965869 2667235 298634 298634 298634 6427 6427 6427 1900 0 4600 6500 X 0 73 73 false false false false true 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 Dan Grausz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 Clare Hodgson Meeker Foundation Source 501 Silverside Rd Wilmington DE 198091377 Co- Pres, Dir 1.0 0 0 0 Holly Meeker Rom Foundation Source 501 Silverside Rd Wilmington DE 198091377 Co- Pres, Dir 1.0 0 0 0 William N Rom Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 UBS Financial Services 7700 Wisconsin Ave Suite 300 Bethesda MD 20814 Investment Mgmt 65695 7332188 395098 0 7727286 0 7727286 115909 7611377 380569 380569 6427 6427 374142 374142 374142 344086 0 0 0 0 344086 374142 330712 344086 330712 13374 0 0 360768 0 0 NONE X ACADEMY OF AMERICAN POETS INCORPORATED 75 MAIDEN LN RM 901 NEW YORK NY 10038 N/A PC General & Unrestricted 2000 ALCHEMY ART CENTER 1255 WOLD RD FRIDAY HARBOR WA 98250 N/A PC Artist in 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Brodoff Endowed Scholarship Fund 3000 SIERRA CLUB FOUNDATION 2101 WEBSTER ST STE 1250 OAKLAND CA 94612 N/A PC General & Unrestricted 1000 SOLAR COOKERS INTERNATIONAL 2400 22ND ST STE 210 SACRAMENTO CA 95818 N/A PC General & Unrestricted 5000 STANLEY ANN DUNHAM SCHOLARSHIP FUND 7683 SE 27TH ST 102 MERCER ISLAND WA 98040 N/A PC General & Unrestricted 5000 THE ASPEN INSTITUTE 1000 NORTH THIRD ST ASPEN CO 81611 N/A PC The Aspen Fellows Program 3500 THE CARL SCHURZ PARK CONSERVANCY INC 1483 YORK AVE NO 20523 NEW YORK NY 10075 N/A PC General & Unrestricted 7000 THE METROPOLITAN MUSEUM OF ART 1000 FIFTH AVE NEW YORK NY 10028 N/A PC Modern Circle of Contemporary Art 15000 THE PHILANTHROPY WORKSHOP INC 110 E 25TH ST NEW YORK NY 10010 N/A PC Clean Energy Communities Fund 15000 TIDES CENTER PO BOX 889385 LOS ANGELES CA 90088 N/A PC ClimateVoice 2000 UNICEF USA IMPACT FUND FOR CHILDREN INC 125 MAIDEN LANE 10TH FL NEW YORK NY 10038 N/A SO I General & Unrestricted 5000 UNIVERSITY OF MINNESOTA FOUNDATION 200 OAK ST SE STE 500 MINNEAPOLIS MN 55455 N/A PC Dr. William and Holly Rom Fellowship in Climate Policy in the Hubert H. 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CLASS 199880 550735 BLACKROCK INC 11940 29728 CHUBB LIMITED 28448 55536 CISCO SYSTEMS INC 47752 63344 CITI GLOBAL MARKETS RTY SPX 03 600000 592200 FINANCIAL SELECT SECTOR SPDR F 290412 561788 GS FINANCE CORP RTY SPX 09/14/ 200000 200800 HOME DEPOT INC 36159 88301 INVESCO QQQ TRUST 225798 783204 ISHARES HIGH DIVIDEND EQUITY F 458235 592957 ISHARES MORNINGSTAR MID CAP ET 475650 867882 ISHARES TR S & P MIDCAP 400 IN 43873 44739 JP MORGAN CHASE 44357 89891 LINDE PLC COM 29251 64475 LOCKHEED MARTIN CORP 44942 72405 MARSH AND MCLENNAN COMPANIES I 35813 90274 MCDONALD'S CORP 31063 64356 MICROSOFT CORP 58881 254586 MORGAN STANLEY FINANCE UO TC-C 200000 204800 NEXTERA ENERGY, INC 19883 28748 NOVARTIS AG ADR 35475 48071 PHILLIPS 66 21495 34065 PROCTER GAMBLE CO 50099 73431 RAYTHEON TECHNOLOGIES CORP 23154 38998 REPUBLIC SVCS INC 19033 49490 TEXAS INSTRUMENTS INC 21428 36189 THE COCA-COLA CO 48733 62945 UNION PACIFIC 26877 47432 753529 753993 Administrative Fees 24561 24561 Bank Charges 5 5 State or Local Filing Fees 25 25 Investment Management Services 65695 65695 990-PF Estimated Tax for 2024 1900 990-PF Excise Tax for 2023 578 Foreign Tax Paid 647 647