2017-11-03T14:31:36-05:00 2016-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2016-01-01 274196021 Saxena Family Foundation % Foundation Source SAXE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JITENDA SAXENA president 8008391754 2017-10-18 true Jeffrey D Haskell P01345770 8008391754 2016 2022-09-23 18:48:47Z X 3992505 X 50 X 487 487 94501 94501 134626 5257156 134626 229664 229614 0 53447 53447 1406 906 24234 5256 18978 79087 59609 18978 192000 192000 271087 59609 210978 -41423 170005 194780 259854 259854 3129342 3145970 3732651 3324122 3405824 3992505 123125 0 123125 X 3324122 3282699 3324122 3282699 3324122 3405824 3324122 -41423 3282699 3282699 Publicly-traded Securities 5257156 5122530 134626 134626 134626 false 114896 2857374 0.04021 290759 2915856 0.099717 130955 2828123 0.046305 95353 2617607 0.036428 43704 2565523 0.017035 0.239695 0.047939 3767929 180631 1700 182331 210978 X 1700 1700 1700 1023 312 1335 X 365 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 Jitendra Saxena Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres / Dir / Sec 1.0 0 0 0 UBS Financial Services 7700 Wisconsin Ave Suite 300 Bethesda MD 20814 Investment Mngmnt 53447 3606249 219060 0 3825309 0 3825309 57380 3767929 188396 188396 1700 1700 186696 186696 186696 210978 0 0 0 0 210978 1700 209278 186696 6916 2014 2013 2012 210978 6916 186696 17366 17366 0 17366 17366 Jitendra Saxena X AKSHAYA PATRA FOUNDATION USA 92 MONTVALE AVE STE 2500 STONEHAM MA 02180 N/A PC General & Unrestricted 50000 AMERICAN INDIA FOUNDATION 216 E 45TH ST 7TH FL NEW YORK NY 10017 N/A PC Charitable Event 55000 BOSTON CARDIAC FOUNDATION INC 50 TREMONT ST STE 104 MELROSE MA 02176 N/A PC General & Unrestricted 1000 CHINMAYA MISSION OF BOSTON 1 UNION ST ANDOVER MA 01810 N/A PC General & Unrestricted 1000 FOOD ALLERGY RESEARCH & EDUCATION INC 41 E 62ND ST 4TH FL NEW YORK NY 10021 N/A PC General & Unrestricted 1000 GIVING BACK FUND INC 6033 W CENTURY BLVD STE 350 LOS ANGELES CA 90045 N/A PC General & Unrestricted 2000 IIT BOMBAY HERITAGE FOUNDATION 21710 STEVENS CREEK BLVD STE 115 CUPERTINO CA 95014 N/A PC General & Unrestricted 50000 NATL SEPT 11 MEMORIAL AND MUSEUM AT THE WORLD TRAD 200 LIBERTY ST 16TH FL NEW YORK NY 10281 N/A PC General & Unrestricted 1000 SPECIAL OLYMPICS MASSACHUSETTS INC 512 FOREST ST MALBOROUGH MA 01752 N/A PC General & Unrestricted 5000 ST BALDRICKS FOUNDATION INC 1333 S MAYFLOWER AVE STE 400 MONROVIA CA 91016 N/A PC General & Unrestricted 25000 TIE FOUNDATION 415 OAKMEAD PKWY SUNNYVALE CA 94085 N/A PC TiE Boston Division 1000 192000 14 487 14 94501 18 134626 229614 229614 false false false false false false false false false false ANHEUSER BUSCH COS INC 86146 88253 APPLE INC 50506 95436 BLACKROCK INC 40198 82577 CALL CBOE S&P 500 INDEX @ 2270 24500 7035 CALL CBOE S&P 500 INDEX @ 2275 3920 5740 CALL CBOE S&P 500 INDEX @ 2320 10650 4875 CALL CBOE S&P 500 INDEX @ 2325 13500 7050 CHEVRON CORP 80668 86627 COLGATE-PALMOLIVE COMPANY 78068 95804 EATON VANCE GLOBAL MACRO FD CL 110385 109420 FRANKLIN K2 ALTERNATIVE STRATE 45000 44545 GEN DYNAMICS CP 41688 100833 GENERAL ELECTRIC CO 996481 1011201 HOME DEPOT INC 48679 48537 HONEYWELL INTL 43772 90942 ISHARES CORE DIVIDEND GROWTH 215826 238455 ISHARES MSCI USA MIN VOLATILIT 110087 113276 JOHNSON & JOHNSON 84900 116593 METLIFE INC 85793 86493 MICROSOFT CORP 75702 149074 PEPSICO INC 68571 106827 PFIZER INC 61895 96693 PROSHARES SHORT S&P500 46859 42642 PRUDENTIAL SHORT DURATION HIGH 115261 110851 PUT CBOE S&P 500 INDEX @ 2025 5250 6825 PUT CBOE S&P 500 INDEX @ 2035 3675 4275 RAYTHEON CO 88106 134758 ROCKWELL AUTOMATION INC 80154 94349 SEMPRA ENERGY COM 59690 93897 TEXAS INSTRUMENTS INC 79811 113614 UNITED TECHNOLOGIES CORP 71326 74432 W. P. CAREY INC 92093 86744 WALGREENS BOOTS ALLIANCE 47228 108002 WALT DISNEY HOLDINGS CO 79582 75976 Administrative Fees 18953 18953 Bank Charges 5256 5256 State or Local Filing Fees 25 25 OUTSTANDING OPTIONS 123125 Investment Management Services 53447 53447 990-PF Estimated Tax for 2016 500 Foreign Tax Paid 906 906