2026-09-17T13:37:53-04:00 2025-03-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-04-01 133622255 Geoffrey C Hughes Foundation Inc % Foundation Source GEOF 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Matthew Bersani Treasurer 8008391754 2026-08-29 true true Jeffrey D Haskell P01345770 8008391754 2024 X 32022583 X 0 X 6001 6001 1022002 4799323 2022619 876423 876423 1904426 2905043 392000 392000 27633 27633 58323 58323 29800 95127 38860 56267 602883 97183 475900 2210000 2210000 2812883 97183 2685900 -908457 2807860 0 34670 124972 124972 33702099 32703340 31897611 33736769 32828312 32022583 0 0 X 33736769 32828312 33736769 32828312 33736769 32828312 33736769 -908457 32828312 32828312 Passthrough K1 Capital Gain/(Loss) 1060184 STATE STREET MSCI EAFE INDEX NONLENDING CTF P 2019-03-31 2025-01-03 4000 3094 906 STATE STREET MSCI EAFE INDEX NONLENDING CTF P 2019-03-31 2025-01-06 4000 3060 940 STATE STREET MSCI EAFE INDEX NONLENDING CTF P 2019-03-31 2025-03-31 500000 360840 139160 STATE STREET MSCI EAFE INDEX NONLENDING CTF P 2019-03-31 2024-05-03 164000 117731 46269 STATE STREET MSCI EAFE INDEX NONLENDING CTF P 2019-03-31 2024-07-05 398000 277329 120671 120671 STATE STREET MSCI EAFE INDEX NONLENDING CTF P 2019-03-31 2024-09-30 101000 67062 33938 33938 STATE STREET MSCI EAFE INDEX NONLENDING CTF P 2019-03-31 2024-10-01 19468 12996 6472 6472 STATE STREET MSCI EAFE INDEX NONLENDING CTF P 2019-03-31 2024-11-21 4500 3240 1260 1260 STATE STREET REAL ASSET NON-LENDING CTF P 2019-03-31 2025-01-03 27000 26514 486 486 STATE STREET REAL ASSET NON-LENDING CTF P 2019-03-31 2025-01-06 3000 2940 60 60 STATE STREET REAL ASSET NON-LENDING CTF P 2019-03-31 2025-03-31 134000 124595 9405 9405 STATE STREET REAL ASSET NON-LENDING CTF P 2019-03-31 2024-04-02 23000 22512 488 488 STATE STREET REAL ASSET NON-LENDING CTF P 2019-03-31 2024-05-03 80000 77776 2224 2224 STATE STREET REAL ASSET NON-LENDING CTF P 2019-03-31 2024-07-05 210000 200471 9529 9529 STATE STREET REAL ASSET NON-LENDING CTF P 2019-03-31 2024-10-02 31000 16269 14731 14731 STATE STREET US AGGREGATE BD INDEX NONLENDING CTF P 2019-03-31 2025-01-03 85000 88062 -3062 -3062 STATE STREET US AGGREGATE BD INDEX NONLENDING CTF P 2019-03-31 2025-01-06 4000 4149 -149 -149 STATE STREET US AGGREGATE BD INDEX NONLENDING CTF P 2019-03-31 2025-03-31 20000 20136 -136 -136 STATE STREET US AGGREGATE BD INDEX NONLENDING CTF P 2019-03-31 2024-05-03 243000 253552 -10552 -10552 STATE STREET US AGGREGATE BD INDEX NONLENDING CTF P 2019-03-31 2024-07-05 584000 596811 -12811 -12811 STATE STREET US AGGREGATE BD INDEX NONLENDING CTF P 2019-03-31 2024-11-21 4200 4229 -29 -29 STATE STREET US TOTAL MARKET INDEX NONLENDING CTF 2019-03-31 2025-01-06 8341 6319 2022 2022 STATE STREET US TOTAL MARKET INDEX NONLENDING CTF 2019-03-31 2024-04-02 62000 47500 14500 14500 STATE STREET US TOTAL MARKET INDEX NONLENDING CTF 2019-03-31 2024-05-03 313000 243324 69676 69676 STATE STREET US TOTAL MARKET INDEX NONLENDING CTF 2019-03-31 2024-06-02 232000 170275 61725 61725 STATE STREET US TOTAL MARKET INDEX NONLENDING CTF 2019-03-31 2024-07-05 808000 583280 224720 224720 STATE STREET US TOTAL MARKET INDEX NONLENDING CTF 2019-03-31 2024-10-02 18000 21637 -3637 -3637 STATE STREET US TOTAL MARKET INDEX NONLENDING CTF 2019-03-31 2024-11-21 10814 7173 3641 3641 STATE STREET US TOTAL MARKET INDEX NONLENDING CTF 2019-03-31 2024-12-31 704000 474012 229988 229988 2022619 39029 39029 39029 23500 0 13400 36900 X 466 2595 false false false false false false false true true NY true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Mary Bersani Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 40.0 219000 0 0 Matthew Bersani Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 35.0 173000 0 0 CATHERINE BURNS Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Paul Burns Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Monica Orbe Cliff Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Ursula Cliff Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 W Conway Cliff Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Foundation Source 55 Walls Drive Suite 302 Fairfield CT 06824 Administrative 52698 State Street Global Advisors One Iron St Channel Ctr 6th Fl BOSTON MA 02210 Investment Mgmt 58323 0 508431 31000951 31509382 0 31509382 472641 31036741 1551837 1551837 39029 39029 1512808 1512808 1512808 2685900 0 0 0 0 2685900 1512808 531914 591708 1092312 312999 2528933 2685900 1512808 1173092 3702025 0 3702025 531914 591708 1092312 312999 1173092 NONE GEOFFREY C HUGHES FOUNDATION INC FOUNDATION SOURCE 55 WALLS DR - 302 FAIRFIELD CT 06824 STROWBRIDGE@FOUNDATIONSOURCE.COM A LETTER OF INQUIRY STATING THE PURPOSE AND THE AMOUNT REQUESTED AND THE TAX-EXEMPT STATUS OF THE APPLICANT ORGANIZATION SHOULD BE SUBMITTED VIA E-MAIL TO THE PRESIDENT OF THE FOUNDATION AT THE E-MAIL ADDRESS INDICATED: STROWBRIDGE@FOUNDATIONSOURCE.COM None THERE ARE NO RESTRICTIONS ON AWARDS. THE FOUNDATION CONCENTRATES ON ENVIRONMENTAL PROTECTION, EDUCATION AND SOCIAL JUSTICE. 1BERKSHIRE STRATEGIC ALLIANCE FOUNDATION INC PO BOX 4826 PITTSFIELD MA 01202 N/A PC BLACKSHIRES FUND 40000 BERKSHIRE AGRICULTURE VENTURES 4 CASTLE ST STE 215 GREAT BARRINGTON MA 01230 N/A PC General & Unrestricted 75000 BERKSHIRE BIRD OBSERVATORY PO BOX 145 GT BARRINGTON MA 01230 N/A PC General & Unrestricted 50000 BERKSHIRE IMMIGRANT CENTER INC 141 NORTH ST STE 303 PITTSFIELD MA 01201 N/A PC General & Unrestricted 20000 BERKSHIRE NATURAL RESOURCES 309 PITTSFIELD ROAD STE B LENOX MA 01240 N/A PC General & Unrestricted 100000 BERKSHIRE OPERA FESTIVAL 54 WENDELL AVE PITTSFIELD MA 01201 N/A PC General & Unrestricted 25000 BERKSHIRES BOUNTY INC PO BOX 1037 GT BARRINGTON MA 01230 N/A PC General & Unrestricted 15000 CAMPAIGN LEGAL CENTER INC 1101 14TH ST NW STE 400 WASHINGTON DC 20005 N/A PC General & Unrestricted 150000 CONSTRUCT INC 316A STATE RD GREAT BARRINGTON MA 01230 N/A PC General & Unrestricted 50000 COUNCIL ON THE ENVIRONMENT INC PO BOX 2327 NEW YORK NY 10272 N/A PC General & Unrestricted 25000 GREATER CHICAGO FOOD DEPOSITORY 4100 W ANN LURIE PL CHICAGO IL 60632 N/A PC General & Unrestricted 50000 GREENAGERS INC PO BOX 157 S EGREMONT MA 01258 N/A PC General & Unrestricted 50000 JACOBS PILLOW DANCE FESTIVAL INC 358 GEORGE CARTER RD BECKET MA 01223 N/A PC General & Unrestricted 10000 LITERACY NETWORK OF SOUTH BERKSHIRE INC 32 PARK ST LEE MA 01238 N/A PC General & Unrestricted 20000 MAHAIWE PERFORMING ARTS CENTER INC 244 MAIN ST STE 3 GT BARRINGTON MA 01230 N/A PC General & Unrestricted 50000 NATIONAL REDISTRICTING FOUNDATION 712 H ST NE 25 WASHINGTON DC 20002 N/A PC General & Unrestricted 150000 NATURE CONSERVANCY 4245 N FAIRFAX DRIVE STE 100 ARLINGTON VA 22203 N/A PC TO SUPPORT THE MASSACHUSETTS CHAPTER OF THE NATURE CONSERVANCY 125000 NEIGHBORS LINK CORP 350 LEXINGTON AVE MOUNT KISCO NY 10549 N/A PC General & Unrestricted 100000 NONPROFIT CENTER OF THE BERKSHIRES INC 186 SANDISFIELD RD SANDISFIELD MA 01255 N/A PC General & Unrestricted 10000 PITTSFIELD COMMUNITY FOOD PANTRY INC 110 S ST PITTSFIELD MA 01201 N/A PC General & Unrestricted 75000 PRINCETON IN ASIA INC LOUIS A SIMPSON INTERNATIONAL BLDG PRINCETON NJ 08544 N/A PC General & Unrestricted 100000 SHEFFIELD LAND TRUST INC PO BOX 940 SHEFFIELD MA 01257 N/A PC General & Unrestricted 750000 STREETSQUASH INC 40 WEST 116TH ST NEW YORK NY 10026 N/A PC General & Unrestricted 60000 THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC 800 N MAIN ST SHEFFIELD MA 01257 N/A PC TO SUPPORT R.O.P.E. 10000 TIDES FOUNDATION PO BOX 889389 LOS ANGELES CA 90088 N/A PC Movement Voter Fund 50000 VOTE ORG 1763 COLUMBIA RD PMB 239712 175 WASHINGTON DC 20009 N/A PC General & Unrestricted 50000 2210000 14 6001 18 1022002 K-1 Inc/Loss 14 876241 FOREIGN TAX REFUND 01 182 1904426 1904426 false false false false false false false false false false STATE STREET MSCI EAFE INDEX N 5356095 6258667 STATE STREET REAL ASSET NON-LE 2967112 3222939 STATE STREET US AGGREGATE BD I 10905565 9731672 STATE STREET US TOTAL MARKET I 13474568 12684333 Administrative Fees 52273 52273 Administrative Set-Up Fee 425 425 Foundation Dues & Memberships 830 830 Indemnification Insurance 1989 1989 K-1 Exp STATE STREET MSCI EAFE 31984 31984 K-1 Exp STATE STREET REAL ASSE 3324 3324 K-1 Exp STATE STREET US AGGREG 1132 1132 K-1 Exp STATE STREET US TOTAL 2420 2420 State or Local Filing Fees 750 750 K-1 Inc/Loss STATE STREET MSCI EAFE INDEX NONLEND 199025 199025 K-1 Inc/Loss STATE STREET REAL ASSET NON-LENDING 122078 122078 K-1 Inc/Loss STATE STREET US AGGREGATE BD INDEX N 375397 375397 K-1 Inc/Loss STATE STREET US TOTAL MARKET INDEX N 179741 179741 FOREIGN TAX REFUND 182 182 Investment Management Services 58323 58323 We respectfully request that Geoffrey C. Hughes Foundation, Inc.'s quarterly estimated taxes for taxable year ending March 31, 2025 be treated as timely and request that the $1,529 penalty indicated on Form 2220 be abated because the underpayment in Q1, Q2, Q3, and Q4 was due to reasonable cause. Treasury Regulations Sec 301.6651-1(c)(1) defines reasonable by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to calculate its quarterly estimates for tax period ending December 31, 2024. The firm was unable to reconcile the Foundation's accounts fully in order to calculate the necessary estimated tax payment for Q1, Q2, Q3 and Q4 based on the annualization method. The underpayment was no fault of the foundation's and the firm is enhancing its procedures to improve its reconciliation process for future quarters. We believe that the underpayment was due to reasonable cause and in no way due to an intentional disregard for the rules, and respectfully request that no 2220 penalty be assessed. 990-PF Estimated Tax for 2025 23500 990-PF Extension for 2024 6300