2026-04-24T10:48:40-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 208679139 The Brandaw Family Foundation % Foundation Source BRAN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Joan Brandaw President 8008391754 2026-04-19 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 312520 X 0 X 1765 1765 5574 5574 14287 120330 14287 19 19 21645 21645 0 2586 2586 7161 587 6574 9747 3173 6574 58250 58250 67997 3173 64824 -46352 18472 0 41156 48961 48961 9914 9914 10021 270289 216132 253538 321359 275007 312520 0 0 X 321359 275007 321359 275007 321359 275007 321359 -46352 275007 275007 Publicly-traded Securities 120330 106043 14287 14287 14287 257 257 257 173 0 173 84 0 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 false Joan M Brandaw Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 275152 56211 0 331363 0 331363 4970 326393 16320 16320 257 257 16063 16063 16063 64824 0 0 0 0 64824 16063 2023 2022 2021 75788 104845 109017 28103 13472 331225 64824 16063 48761 379986 0 75788 304198 104845 109017 28103 13472 48761 Joan M Brandaw X ARIZONA HUMANE SOCIETY 1521 W DOBBINS RD PHOENIX AZ 85041 N/A PC Charitable Event 1000 ARIZONA HUMANE SOCIETY 1521 W DOBBINS RD PHOENIX AZ 85041 N/A PC General & Unrestricted 2000 BOYS & GIRLS CLUB OF SALEM MARION & POLK COUNTIES 1395 SUMMER ST NE SALEM OR 97301 N/A PC General & Unrestricted 500 CHILDRENS CANCER ASSOCIATION 1200 NW NAITO PKWY STE 140 PORTLAND OR 97209 N/A PC Charitable Event 10000 GAMMA PHI BETA FOUNDATION 9155 E NICHOLS AVE STE 330 CENTENNIAL CO 80112 N/A PC Nu Campaign 5000 ISAACS ROOM 299 COTTAGE ST NE SALEM OR 97301 N/A PC General & Unrestricted 2500 KATIE ADAMSON CONSERVATION FUND 8156 S WADSWORTH BLVD STE E174 LITTLETON CO 80128 N/A PC Charitable Event 1000 PLANNED PARENTHOOD FEDERATION OF AMERICA INC PO BOX 97166 WASHINGTON DC 20090 N/A PC General & Unrestricted 1000 SALEM HEALTH FOUNDATION 890 OAK ST SE SALEM OR 97301 N/A PC General & Unrestricted 7000 SALEM LEADERSHIP FOUNDATION PO BOX 7384 SALEM OR 97303 N/A PC General & Unrestricted 5000 SAXON SUCCESS FUND PO BOX 3783 SALEM OR 97302 N/A PC General & Unrestricted 3000 UNIVERSITY OF OREGON FOUNDATION 2727 LEO HARRIS PKWY EUGENE OR 97401 N/A PC General & Unrestricted 18750 VITAL LIFE - A MARQUIS AND CONSONUS FOUNDATION 4560 SE INTERNATIONAL WAY STE 100 MILWAUKIE OR 97222 N/A PC Charitable Event 1500 58250 14 1765 14 5574 18 14287 K-1 Inc/Loss 14 19 21645 21645 false false false false false false false false false false ISHARES BARCLAYS US AGGREGATE 15930 13584 ISHARES CORE MSCI EMERGING MAR 14058 15125 ISHARES MSCI ACWI INDEX 19501 21224 ISHARES S&P 1500 INDEX FD 67478 104677 LEHMAN BROTHERS HOLDINGS 7.95% 37500 NUVEEN REAL ASSET INCOME FUND 9000 9329 SPDR S&P 500 ETF TRUST 28895 44325 VANGUARD MID-CAP ETF 23770 45274 9914 10021 Administrative Fees 6549 6549 Bank Charges 587 587 State or Local Filing Fees 25 25 Class Action Lawsuit Proceeds 19 19 Investment Management Services 2586 2586