2026-04-10T13:52:51-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 994969052 Steven and Katherine Kalin Family Foundation % Foundation Source STEV 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Steven Kalin President 8008391754 2026-03-08 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 2015396 X 752575 848 848 13464 13464 88722 341297 321305 855609 335617 0 45 15865 100 15765 15910 100 15765 0 0 15910 100 15765 839699 335517 0 20022 56376 56376 1024371 1580814 1712556 246902 246464 1044393 1884092 2015396 0 0 X 1044393 1884092 1044393 1884092 1044393 1884092 1044393 839699 1884092 1884092 Publicly-traded Securities 341297 19992 321305 321305 321305 4664 4664 4664 0 0 X 0 4664 0 false false false false false false false true true DE true false true 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 David Kalin Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Emily Kalin Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Jack Kalin Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Katherine Kalin Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas 1.0 0 0 0 Steven Kalin Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 1292247 20255 0 1312502 0 1312502 19688 1292814 64641 64641 4664 4664 59977 59977 59977 15765 0 0 0 0 15765 59977 3687 2023 2022 2021 15765 3687 12078 0 0 47899 0 0 Katherine Kalin Steven Kalin X 14 848 14 13464 18 88722 103034 103034 false false false false false false false false false false X X 1 Kalin Katherine 3318 Sabal Cove Ln Longboat Key FL 34228 250000 X 2 Kalin Marietta 185 Prospect Avenue - Apt 7R Hackensack NJ 07601 252575 X 3 Kalin Steven 3318 Sabal Cove Ln Longboat Key FL 34228 250000 X 2 ALPHABET INC CL A GOOGL, 706 sh. 126342 2025-07-11 2 ALPHABET INC CL C GOOG, 701 sh. 126233 2025-07-11 ABBVIE INC - 4.650% - 03/15/20 4078 4068 AMCOR FLEXIBLES NORTH AM - 3.1 3963 3965 AMERICAN EXPRESS CO - 5.282% - 4137 4121 AMERN WTR CAP C SR NTS - 2.950 3936 3939 AMGEN INC NOTE - 5.150% - 03/0 4104 4095 AON NORTH AMERICA - 5.150% - 0 4136 4117 BANK NEW YORK MELLON CORP - 4. 4134 4116 BANK OF AMERICA CORP - 5.162% 3112 3099 BANK OF AMERICA VAR 27 - 0.000 4909 4936 BAT CAPITAL CORP NOTE - 6.343% 4337 4329 BOEING CO - 2.800% - 03/01/202 3926 3939 BROADCOM INC - 5.050% - 07/12/ 4146 4121 CAMDEN PPTY TR - 3.150% - 07/0 3872 3863 CENCORA INC - 2.800% - 05/15/2 3774 3761 CHARTER COMMUNICATIONS OPER - 4215 4177 CITIGROUP INC - 0.000% - 05/07 4034 4033 CONSTELLATION BRANDS INC - 4.8 4079 4067 CONSUMERS ENERGY CO - 4.500% - 4071 4048 CROWN CASTLE INTL CORP NOTE CA 3911 3934 CSX CORP - 3.250% - 06/01/2027 2972 2975 CVS CAREMARK CORP SR NT - 6.25 4129 4114 ELEVANCE HEALTH INC FORMERLY A 3999 3994 ENBRIDGE INC - 1.600% - 10/04/ 3912 3928 ENERGY TRANSFER LP NOTE - 5.25 3102 3087 EXELON CORP - 3.400% - 04/15/2 3990 3992 EXTRA SPACE STORAGE LP - 2.400 2661 2666 GEN MLS INC - 4.875% - 01/30/2 4105 4091 GENERAL MOTORS FINANCIAL CO - 3938 3955 GLOBAL PMTS INC NOTE - 4.950% 4054 4044 GOLDMAN SACHS - 6.484% - 10/24 2132 2122 GOLDMAN SACHS GROUP INC - 4.94 3038 3034 HCA INC NOTE - 4.500% - 02/15/ 4008 4009 HCP INC - 3.500% - 07/15/2029 2925 2918 KIMCO RLTY OP LLC - 3.250% - 0 3970 3976 KRAFT HEINZ FOODS - 3.000% - 0 3974 3983 MARRIOTT INTL - 5.450% - 09/15 4052 4036 MORGAN STANLEY - 5.230% - 01/1 3110 3094 MORGAN STANLEY - 5.449% - 07/2 4140 4130 MOTOROLA SOLUTIONS INC - 4.850 4102 4081 NUTRIEN LTD - 4.500% - 03/12/2 4033 4023 O'REILLY AUTOMOTIVE INC - 4.20 3002 2992 ORACLE CORP - 2.800% - 04/01/2 3930 3921 PHILLIPS 66 CO - 3.550% - 10/0 3987 3989 PIEDMONT NAT GAS CO - 2.550% - 4551 4549 PNC FINL - 5.582% - 06/12/2029 3114 3113 ROPER TECHNOLOGIES INC - 2.000 4527 4528 ROYAL BANK OF CANADA NTS - 4.4 3035 3029 ROYAL BK OF CANADA - 0.000% - 4053 4048 S&P GLOBAL INC - 2.700% - 03/0 3844 3844 SHERWIN WILLIAMS CO - 4.500% - 3038 3031 SPRINT CAPITAL CORP - 6.875% - 3238 3220 STARBUCKS CORP - 4.500% - 05/1 4052 4040 STRYKER CORP - 1.950% - 06/15/ 4551 4544 SYSCO - 5.950% - 04/01/2030 4263 4243 TAKE-TWO INTERACTIVE - 4.950% 4090 4077 TRUIST FINL CORP - 5.435% - 01 2069 2072 UNION PAC CORP - 2.375% - 05/0 2757 2754 US BANCORP - 4.653% - 02/01/20 2027 2026 VERALTO CORP - 5.500% - 09/18/ 4049 4034 VERIZON COMMS - 4.329% - 09/21 4044 4034 VICI PROPERTIES LP - 4.950% - 4063 4048 VIRGINIA ELEC & PWR - 3.750% - 3988 3993 WASTE MANAGEMENT INC DEL - 7.0 4325 4289 WELLS FARGO & CO - 4.900% - 01 5052 5042 ZOETIS INC - 4.150% - 08/17/20 4033 4024 VANGUARD INDEX TR VANGUARD TOT 1580814 1712556 Administrative Fees 14640 14640 Bank Charges 100 100 Delaware Incorporation Fees 500 500 IRS Application Fees 600 600 State or Local Filing Fees 25 25 Kalin Marietta 185 Prospect Avenue - Apt 7R Hackensack NJ 07601 990-PF Excise Tax for 2024 45