2018-04-04T12:40:22-05:00 2017-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2017-01-01 814627328 The Meeker Rom Family Foundation % Foundation Source MEEK 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 CLARE H MEEKER co president 8008391754 2018-03-20 true Jeffrey D Haskell P01345770 8008391754 2017 2022-09-23 18:48:47Z X 5843360 X 93400 178 178 79649 79649 263881 4653351 4207801 437108 4287628 0 52584 52584 84999 299 20437 18 20419 158020 52901 20419 94500 94500 252520 52901 114919 184588 4234727 143140 143140 4935300 4976748 5700220 4935300 5119888 5843360 0 0 X 4935300 5119888 4935300 5119888 4935300 5119888 4935300 184588 5119888 5119888 Publicly-traded Securities 4653351 445550 4207801 4207801 4207801 false 4809184 0 0 0.0 0 0 0.0 0 0 0.0 0 0 0.0 0.0 0.0 5361372 0 42347 42347 114919 X 42347 42347 42347 84700 84700 X 42353 42353 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 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 mgt srvcs 52584 5311044 131973 0 5443017 0 5443017 81645 5361372 268069 268069 42347 42347 225722 225722 225722 114919 0 0 0 0 114919 42347 72572 225722 16425 2015 2014 2013 114919 16425 98494 0 0 127228 0 0 NONE X CATHARINE LORILLARD WOLFE ART CLUB INC 802 BROADWAY NEW YORK NY 10003 N/A PC General & Unrestricted 20000 CLIMATE GENERATION A WILL STEGER LEGACY 2801 21ST AVE S STE 110 MINNEAPOLIS MN 55407 N/A PC General & Unrestricted 20000 CONSERVATION LANDS FOUNDATION 835 E 2ND AVE STE 314 DURANGO CO 81301 N/A PC General & Unrestricted 1000 LEAGUE OF CONSERVATION VOTERS EDUCATION FUND 1920 L ST NW STE 800 WASHINGTON DC 20036 N/A PC General & Unrestricted 5000 NEW YORK UNIVERSITY 1 E 78TH ST NEW YORK NY 10075 N/A PC to support the NYU Institute of Fine Arts and for fellowship support for IFA students 7500 PARTNERSHIP FOR RESPONSIBLE GROWTH INC 1133 19TH ST NW 3RD FL WASHINGTON DC 20036 N/A PC General & Unrestricted 1000 RICHARD HUGO HOUSE 1021 COLUMBIA ST SEATTLE WA 98104 N/A PC To support the capital campaign for the building of the new Richard Hugo House facility 25000 SALMAGUNDI CLUB 47 5TH AVE NEW YORK NY 10003 N/A PC General & Unrestricted 5000 SEATTLE ARTS AND LECTURES INC 340 E 15TH AVE 301 SEATTLE WA 98112 N/A PC General & Unrestricted 3000 STANLEY ANN DUNHAM SCHOLARSHIP FUND 3215 74TH PL SE MERCER ISLAND WA 98040 N/A PC General & Unrestricted 6000 WILDERNESS SOCIETY 1615 M ST NW LBBY 2 WASHINGTON DC 20036 N/A PC General & Unrestricted 1000 94500 14 178 14 79649 18 263881 343708 343708 false false false false false false false false false false X X 1 Barbara Meeker Revoc Trust 365 W 20th street apt 6E New York NY 10011 93400 X ACCENTURE PLC 46219 57562 APPLE INC 182717 223214 BERKSHIRE HATHAWAY INC DEL CL 987061 1190400 BLACKROCK FUNDS LOW DURATION P 150557 149928 BLACKROCK INC 42286 56508 BLACKROCK STRAT INC OPP - INS 151698 152455 BRITISH AMERICAN TOBACCO PLC 42481 45553 CHEVRON CORP 49181 56586 CHUBB LIMITED 44080 46908 COLGATE-PALMOLIVE COMPANY 46504 47835 CRANE CO 43495 52551 DIAGEO PLC ADS 43575 57244 FEDERATED ULTRA SHORT BOND FUN 150040 150200 FINANCIAL SELECT SECTOR SPDR F 348884 395010 HOME DEPOT INC 45239 58375 INTEL CORP 49662 64301 ISHARES HIGH DIVIDEND EQUITY F 461055 491894 ISHARES MRGST MIDCOR 675191 752399 JOHNSON & JOHNSON 46442 49042 LOCKHEED MARTIN CORP 45369 54257 LORD ABBETT FLOATING RATE F 77016 76378 LORD ABBETT INVESTMENT TRUST S 151807 150395 MARSH AND MCLENNAN COMPANIES I 43692 48590 MCDONALD'S CORP 39516 53013 MEDTRONIC PLC 43714 42798 MICROSOFT CORP 44159 58167 NEXTERA ENERGY, INC 42904 51699 NOVARTIS AG ADR 41819 47018 PEPSICO INC 44479 48807 POWERSHARES QQQ NASDAQ 100 438627 522419 PRAXAIR INC 42131 55221 ROCKWELL AUTOMATION INC 44164 56942 SUNCOR ENERGY INC 47749 58862 TEXAS INSTRUMENTS INC 47908 63082 THE COCA-COLA CO 43981 47990 UNION PACIFIC 45772 57797 UNITED TECHNOLOGIES CORP 42837 48732 V F CORP 42737 60088 Administrative Fees 16794 16794 Administrative Set-Up Fee 2250 2250 Bank Charges 18 18 Delaware Incorporation Fees 500 500 IRS Application Fees 850 850 State or Local Filing Fees 25 25 Investment Management Services 52584 52584 990-PF Estimated Tax for 2017 84700 Foreign Tax Paid 299 299