2025-11-17T21:45:03-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 473289963 BAND Foundation % Foundation Source BAND 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 NICHOLAS P LAPHAM PRESIDENT 8008391754 2025-11-15 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 160889396 X 10588374 164927 164927 5375168 5375168 7087660 70399733 14567777 57531 52435 23273660 20160307 0 1208 0 0 1208 5000 0 0 5000 382878 286545 96333 151434 134 234444 132101 84411 774964 418780 0 186952 7220536 7220536 7995500 418780 0 7407488 15278160 19741527 0 4814697 3999404 3999404 3476348 4000938 4023062 117708524 131614027 142317618 6559651 8223226 10549312 132559220 147837595 160889396 0 0 X 132559220 147837595 132559220 147837595 132559220 147837595 132559220 15278160 215 147837595 147837595 Publicly-traded Securities 70399733 56003769 14395964 14395964 Passthrough K1 Capital Gain/(Loss) 171813 14567777 274407 274407 274407 171944 0 124800 296744 X 53 22284 22284 false false false false false true true 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 true false false true false false false false Burks B Lapham Foundation Source 501 Silverside Rd Wilmington DE 198091377 Chair, Dir 1.0 0 0 0 Gardiner O Lapham Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 5.0 0 0 0 Nicholas P Lapham Foundation Source 501 Silverside Rd Wilmington DE 198091377 Treas, Dir, Pres 30.0 0 0 0 Clark Mitchell Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 10.0 0 0 0 Northern Trust 50 SOUTH LASALLE STREET CHICAGO IL 60603 Investment Mgmt 233574 Foundation Source 55 Walls Drive STE 302 Fairfield CT 06824 Administrative 79836 Boldly Go Philanthropy 4011 South 176th Circle Omaha NE 68130 Philanthropic 72083 Douglass Winthrop Advisors LLC 521 5th Ave NEW YORK NY 10175 Investment Mgmt 52970 139936660 4590928 10558613 155086201 0 155086201 2326293 152759908 7637995 7637995 274407 274407 7363588 215 7363803 7363803 7407488 0 0 0 0 7407488 7363803 6401473 7407488 6401473 1006015 0 0 6357788 0 0 Burks B Lapham X AMERICAN BIRD CONSERVANCY 8255 E MAIN ST D E MARSHALL VA 20115 N/A PC Birds not Mosquitoes Campaign 100000 AMERICAN EPILEPSY SOCIETY 141 W JACKSON BLVD CHICAGO IL 60604 N/A PC Partners Against Mortality in Epilepsy (PAME) 150000 AMERICAN RIVERS INC 1101 14TH ST NW STE 1400 WASHINGTON DC 20005 N/A PC Freshwater Mussel Decline 150000 AMERICANS FOR OXFORD INC 500 FIFTH AVE 32ND FLOOR NEW YORK NY 10110 N/A PC General & Unrestricted 166240 AMREF HEALTH AFRICA INC 224 W 35TH ST STE 500 PMB 237 NEW YORK NY 10001 N/A PC Enhancing Epilepsy Care in Africa 202013 ATLANTA BOTANICAL GARDEN INC 1345 PIEDMONT AVE NE ATLANTA GA 30309 N/A PC Southeastern Partners in Plant Conservation Conference 25000 AUSTIN PEAY STATE UNIVERSITY FOUNDATION PO BOX 4635 CLARKSVILLE TN 37044 N/A PC Southeastern Grasslands Institute 350000 BAT CONSERVATION INTERNATIONAL INC PO BOX 140434 AUSTIN TX 78714 N/A PC Agave Restoration Initiative 250000 BBHC 720 SHERIDAN AVE CODY WY 82414 N/A PC Beyond Yellowstone Program 75000 BLUE RIDGE PRISM INC 3200 MIDDLE MOUNTAIN RD CROZET VA 22932 N/A PC General & Unrestricted 20000 CALIFORNIA ACADEMY OF SCIENCES GGP 55 MUSIC CONCOURSE DR GGP SAN FRANCISCO CA 94118 N/A PC bioGraphic 200000 CENTER FOR PLANT CONSERVATION INC 15600 SAN PASQUAL VALLEY RD ESCONDIDO CA 92027 N/A PC Florida Plant Rescue 100000 EMPOWERS AFRICA INC 2 BEEKMAN PL NEW YORK NY 10022 N/A PC Kenya Bird of Prey Trust 110250 EMPOWERS AFRICA INC 2 BEEKMAN PL NEW YORK NY 10022 N/A PC Kenya Wildlife Trust: Mara Predator Conservation Program 78750 FOOD AND ENVIRONMENT REPORTING NETWORK 580 5TH AVE STE 820 NEW YORK NY 10036 N/A PC Biodiversity Reporting Project 150000 FRIENDS OF THE OSA 1300 I ST NW STE 400E 9996 WASHINGTON DC 20005 N/A PC Rewilding the Osa Peninsula 150000 FUND FOR THE CITY OF NEW YORK INC 121 SIXTH AVE NEW YORK NY 10013 N/A PC Freshkills Park Alliance and staff position fund to support the Director of Science and Research Development 75000 GUARDIAN ORG FOUNDATION 900 17TH ST NW STE 250 WASHINGTON DC 20006 N/A PC Age of Extinction 350000 HIGH COUNTRY NEWS PO BOX 1090 PAONIA CO 81428 N/A PC Conservation Beyond Boundaries 150000 INATURALIST 1020 B ST SAN RAFAEL CA 94901 N/A PC iNaturalist Nature Story Hub 150000 INTERNATIONAL BUREAU FOR EPILEPSY 4-5 BURTON HALL RD SANDYFORD DUBLIN EI D18 A094 N/A PC Making Epilepsy a Health Priority in Africa 133000 INTERNATIONAL CONSERVATION CAUCUS FOUNDATION 1200 POTOMAC ST NW WASHINGTON DC 20007 N/A PC General & Unrestricted 75000 LION LANDSCAPES HIGHCLIFFE NEW RD TEIGNMOUTH DEVON UK TQ14 8UL N/A PC Ruaha/Selous Carnivore Project 150000 MALIASILI INITIATIVES INC 4 CARMICHAEL ST UNIT 111 193 ESSEX JUNCTION VT 05452 N/A PC Amplifying Local Conservation Voices 100000 MALIASILI INITIATIVES INC 4 CARMICHAEL ST UNIT 111 193 ESSEX JUNCTION VT 05452 N/A PC Maliasili Conservation Fund 500000 MALIASILI INITIATIVES INC 4 CARMICHAEL ST UNIT 111 193 ESSEX JUNCTION VT 05452 N/A PC Kenya Wildlife Conservancies Association 75000 MARA ELEPHANT PROJECT USA INC 4000 W 106TH ST STE 125 PMB 238 CARMEL IN 46032 N/A PC Mara Elephant Project - Ranger Teams in the Loita Forest 100000 MONGABAY ORG CORPORATION 2 MOULTON DR ATHERTON CA 94027 N/A PC Short-form News Desk & Africa Bureau 140000 OCEANS FORWARD 340 S LEMON AVE WALNUT CA 91789 N/A PC General & Unrestricted 75000 OZARK CHINQUAPIN FOUNDATION 135 ROLLING HILLS DR POPLAR BLUFF MO 63901 N/A PC Ozark Chinquapin Tree Restoration Initiative 60000 PEREGRINE FUND INC 5668 W FLYING HAWK LN BOISE ID 83709 N/A PC Protecting East Africa's Vultures 50000 REWILD PO BOX 129 AUSTIN TX 78767 N/A PC Rewilding Argentina (Ibera) 150000 ROCK CREEK CONSERVANCY INC 7200 WISCONSIN AVE STE 500 BETHESDA MD 20814 N/A PC Rock Creek Resilience 50000 SAHARA CONSERVATION FUND 1 GOVERNMENT DR SAINT LOUIS MO 63110 N/A PC Halting Vulture Decline in West and Central Africa 55000 SMITHSONIAN INSTITUTE PO BOX 37012 MRC 705 WASHINGTON DC 20013 N/A PC NZPCBI/Virginia Working Landscapes 100000 SUSTAINABLE FISHERIES PARTNERSHIP FOUNDATION 4348 WAIALAE AVE 692 HONOLULU HI 96816 N/A PC Protecting Ocean Wildlife Initiative 175000 SYNCHRONICITY EARTH USA INC PO BOX 78 NEW YORK NY 10024 N/A PC Amphibian Conservation Fund 150000 THE CLIFTON INSTITUTE INC 6712 BLANTYRE RD WARRENTON VA 20187 N/A PC Using Science to Improve Management of Declining Species on Working Lands in the Virginia Piedmont 100000 THE WYLDLIFE FUND PO BOX 890 BUFFALO WY 82834 N/A PC Pooled Migration Fund 300000 UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION 1995 UNIVERSITY AVE STE 400 BERKELEY CA 94704 N/A PC Stone Center for Large Landscape Conservation 100000 VOX MEDIA LLC LOCKBOX 200064 154-0460 PITTSBURGH PA 15251 N/A NC Expenditure Responsibility Grant 285283 WILDLIFE CONSERVATION NETWORK INC 209 MISSISSIPPI ST SAN FRANCISCO CA 94107 N/A PC Rwanda Wildlife Conservation Association 100000 WILDLIFE CONSERVATION NETWORK INC 209 MISSISSIPPI ST SAN FRANCISCO CA 94107 N/A PC Save the Elephants for Tsavo Trust 75000 WILDLIFE CONSERVATION NETWORK INC 209 MISSISSIPPI ST SAN FRANCISCO CA 94107 N/A PC Pangolin Crisis Fund 250000 WILDLIFE CONSERVATION NETWORK INC 209 MISSISSIPPI ST SAN FRANCISCO CA 94107 N/A PC Lion Recovery Fund 300000 WILDLIFE GUARDIANS PO BOX 9641 WASHINGTON DC 20016 N/A PC Conflict Mitigation in the Amboseli Ecosystem 70000 WIND RIVER TRIBAL BUFFALO INITIATIVE PO BOX 14 KINNEAR WY 82516 N/A PC General & Unrestricted 100000 XERCES SOCIETY INC 1631 NE BROADWAY ST 821 PORTLAND OR 97232 N/A PC Firefly Atlas Initiative 250000 YALE UNIVERSITY 195 PROSPECT ST KROON HALL NEW HAVEN CT 06511 N/A PC Yale Environment 360 Coverage of Biodiversity 150000 7220536 14 164927 14 5375168 525990 1199 18 7086461 K-1 Inc/Loss 525990 5096 14 52435 6295 12678991 12685286 false false false false false false false false false false X X 1 King Baudouin Foundation B Van Dammerue Brederodestraat 21 Brussels B-1000 BE 325000 X 2 Lapham Burks B 4746 Berkeley Terrace NW Washington DC 20007 10263374 X 2 APPRECIATED SECURITIES 10263374 2024-12-04 General Consultations 5000 5000 VOX MEDIA LLC LOCKBOX 200064 154-0460 PITTSBURGH PA 15251 2022-03-07 253832 TO SUPPORT THE DOWN TO EARTH PROJECT 253832 NO 12/22/2023, 05/28/2024 NONE NECESSARY VOX MEDIA LLC LOCKBOX 200064 154-0460 PITTSBURGH PA 15251 2023-12-29 276310 TO SUPPORT THE DOWN TO EARTH PROJECT 266300 NO 05/28/2024, 05/22/2025 NONE NECESSARY VOX MEDIA LLC LOCKBOX 200064 154-0460 PITTSBURGH PA 15251 2024-12-30 285283 TO SUPPORT THE DOWN TO EARTH PROJECT 0 NO 05/22/2025 NONE NECESSARY Form 926 Form 926 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. Form 8865 Form 8865 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. FORM 990-PF FORM 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. PART I LINE 6A (990-PF) PART I LINE 6A (990-PF) RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $7,086,461 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $1,199 TOTAL PART I, LINE 6A: $7,087,660 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $70,399,733 BOOK BASIS: $63,485,085 NET GAIN/(LOSS): $6,914,648 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $171,813 ADDUS HOMECARE CORP 67898 89876 AIRBUS GROUP 189309 239010 ALPHABET INC CL C 127893 328509 AMAZON COM 249298 364407 AMERICA'S CAR-MART, INC 40764 26599 AMERICAN WOODMARK CORP 16854 23779 AMN HEALTHCARE SERVICES INC 78488 39396 AON PLC CL A 199390 263983 ASHLAND GLOBAL HOLDINGS 37119 29299 ASML HOLDING NV NY REG SHS 157951 187132 ASPRIRE FOOD GROUP C-3 PFD WAR AZEK COMPANY INC CL A 20783 36647 BALL CP 130383 142732 BEACON ROOFING SUPPLY, INC 14592 46219 BLACKROCK HIGH YIELD BOND PORT 8072467 8368176 BROOKFIELD ASSET MANAGEMENT LT 210031 311593 CADRE HOLDINGS INC 20630 18799 CANADIAN NATL RAILWAY CO 207507 177643 CARRIER GLOBAL 133346 150582 CHIPOTLE MEX GRILL 117445 120660 CONSTELLATION ENERGY GROUP INC 161707 145412 CORE AND MAIN INC 107876 112002 COUPANG ORD SHS CL A 135901 189248 CSW INDUSTRIALS INC 13221 38808 CUSHMAN & WAKEFIELD PLC 59947 52569 DANAHER CORP 214347 241028 DEERE CO 173295 197021 DFA EMERGING MARKETS CORE EQ P 2424117 2535102 DFA INTERNATIONAL SMALL CO POR 1443042 1426861 DOCGO INC 43063 27246 DORMAN PRODUCTS INC 30442 41197 DOUBLELINE CORE FIXED INCOME I 23706151 23891473 ELEMENT SOLUTIONS INC 54249 69297 EPLUS, INC 29756 52085 FLEXSHARES CREDIT-SCORED US CO 24721367 24860810 FLEXSHARES GLOBAL QUALITY REAL 2912535 2746305 FLEXSHARES INTERNATIONAL QUALI 4228653 4417391 FLEXSHARES QUALITY DIVIDEND IN 5631268 8867499 FLEXSHARES STOXX GLOBAL BROAD 1448112 1366474 GLOBAL SUSTAINABILITY EQTY IND 4192709 6082143 GROCERY OUTLET HOLDING CORP 41129 26849 HAYWARD HOLDINGS INC 38299 44968 HILLMAN SOLUTIONS ORD SHS 46730 50015 ICF INTERNATIONAL, INC 22042 20743 ICU MEDICAL, INC 57317 56792 INSIGHT ENTERPRISES, INC 14313 13689 INTER PARFUMS INC 15739 36560 INTUIT 165057 185408 ISHARES MSCI USA ESG OPTIMIZED 4265905 6487245 ISHARES S&P GLOBAL I 5859134 5564403 ISHARES TRUST ISHARES MSCI EAF 6841510 7297866 L'OREAL ADR 187530 190107 LANDSTAR SYSTEM 30285 39356 MARZETTI COMPANY COM 23831 27529 MERCADOLIBRE, INC 230134 231260 MERIDIANLINK INC 31275 38017 MICROSOFT CORP 169692 347738 MOODYS CORP 130282 220117 NORTHERN EMERGING MARKETS EQUI 2569371 2625467 NORTHERN FDS STK INDEX FUND 2928581 3260175 NORTHERN FUNDS INTL EQ INDEX 7093303 7038622 NORTHERN FUNDS MID CAP INDEX 6264878 6200355 NORTHERN HIGH YIELD FIXED INCO 5565203 5873566 NORTHERN SMALL CAP INDEX FD 2255712 2312541 NUVEEN PREFERRED SECURITIES FU 1405356 1446333 NVIDIA CORP 147347 164371 OLLIES BARGAIN OUTLET HOLDINGS 12336 28530 QUAKER CHEMICAL CORP 29870 26885 S&P GLOBAL INC COM 151406 226106 SCHNEIDER ELEC UNSP/ADR 145081 291635 SKYWARD SPECIALTY INSURANCE 28711 27949 SPDR S&P 500 ETF TRUST 1516075 1465200 SYNOPSYS, INC 181545 155801 TAIWAN SEMICONDUCTOR MFG CO LT 133586 281621 THE ENSIGN GROUP, INC 36468 50221 THERMO FISHER SCIENTIFIC INC 222100 241907 TRANE TECHNOLOGIES PLC 91528 262239 UBER 163790 193989 UNIFIRST CP 21075 19333 UNITED RENTALS INC 81183 181041 VERISK ANALYTICS, INC 108754 110172 VERRA MOBILITY CORPORATION 30252 71162 VIRTUS INVESTMENT PTNRS, INC 25098 39043 WASTE MANAGEMENT INC 140977 249614 WHITE MTN INS LTD 28443 31121 WILLSCOT MOBILE MINI CL A 190170 167250 WYNDHAM HOTELS & RESORTS INC C 25386 44045 YETI HOLDINGS, INC. 26332 27650 4000938 4023062 ALPHA CORE STRATEGIES FEEDER F 4740372 6346246 ASPIRE FOOD GROUP 149998 BLACKSTONE REAL ESTATE PARTNER 20935 25335 BREP X.F (892/QFPF/TE) (AV-UTP 600004 726116 BREP X.F (AV-UTP-IND) LP 121911 147535 BREP X.F (AV-UTP-IND-FL) LP 10740 12997 BREP X.F (QFPF/TE) (AV-UTP) L. 339535 410901 BREP X.TE-F (OFFSHORE) (CAN) L 127232 172814 BREP X.TE-F (OFFSHORE) FEEDER 110069 TACOPPS FEEDER FUND I (OFFSHOR 404570 678596 TPG RISE CLIMATE CAYFIR AIV I- 156139 175887 TPG RISE CLIMATE CAYMAN AIV I 568491 767100 TPG RISE CLIMATE DE AIV I, L.P 221158 292095 TPG RISE CLIMATE FIRPTA AIV II 39392 48180 TPG RISE CLIMATE FUND L.P 612680 745510 General Consultations 1208 1208 Administrative Fees 79836 79836 Bank Charges 3253 3253 Indemnification Insurance 3070 3070 K-1 Exp BLACKSTONE REAL ESTATE 22756 21068 K-1 Exp BREP X.F (QFPF/TE) (AV 33431 33431 K-1 Exp BREP X.TE-F (OFFSHORE) 18062 16353 K-1 Exp TPG RISE CLIMATE CAYFI 50 50 K-1 Exp TPG RISE CLIMATE CAYMA 52 52 K-1 Exp TPG RISE CLIMATE DE AI 79 79 K-1 Exp TPG RISE CLIMATE FIRPT 1407 990 K-1 Exp TPG RISE CLIMATE FUND 70943 56825 Postage/Delivery Service 1480 1480 State or Local Filing Fees 25 25 K-1 Inc/Loss BLACKSTONE REAL ESTATE PARTNERS X LP 4767 4236 K-1 Inc/Loss BREP X.F (892/QFPF/TE) (AV-UTP) L.P 14728 14728 K-1 Inc/Loss BREP X.F (AV-UTP-IND) LP 2753 2753 K-1 Inc/Loss BREP X.F (AV-UTP-IND-FL) LP 179 179 K-1 Inc/Loss BREP X.F (QFPF/TE) (AV-UTP) L.P 23242 21824 K-1 Inc/Loss BREP X.TE-F (OFFSHORE) (CAN) L.P 4868 3734 K-1 Inc/Loss TPG RISE CLIMATE CAYFIR AIV I-B, LP 1843 1843 K-1 Inc/Loss TPG RISE CLIMATE CAYMAN AIV I LP 1959 1959 K-1 Inc/Loss TPG RISE CLIMATE DE AIV I, L.P 580 580 K-1 Inc/Loss TPG RISE CLIMATE FIRPTA AIV II LP 4 4 K-1 Inc/Loss TPG RISE CLIMATE FUND L.P 2608 595 RETURNED GRANT 215 Investment Management Services 286545 286545 Philanthropic Consulting Srvcs 72083 72083 PRODUCTION SERVICES 24250 24250 990-PF Estimated Tax for 2024 151300 Foreign Tax Paid 134 134