2024-08-29T13:34:26-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 133557216 Laurie Kayden Foundation % Foundation Source LAUR 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 andrew tunick trustee 8008391754 2024-08-19 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-08-08 14:25:15Z X 70492575 X 0 X 1322657 1322657 656630 656630 2403747 38776341 2403747 228415 93896 4611449 4476930 154584 154584 16193 16193 0 0 349806 349806 296251 2642 78808 500 78308 895642 369141 0 232892 3155000 3155000 4050642 369141 0 3387892 560807 4107789 27670345 28151544 28151544 8942354 8942354 8942354 4611388 2962249 2973255 10473782 15666918 18941183 7494689 10674613 10589017 16324667 750000 895222 66574871 67147678 70492575 0 0 X 66574871 67147678 66574871 67147678 66574871 67147678 66574871 560807 12000 67147678 67147678 Publicly-traded Securities 21191934 20790450 401484 401484 411 FIFTH AVENUE ASSOCIATES P 2021-12-31 2023-12-07 2635456 1539445 1096011 1096011 FORTY FOUR EIGHTEEN ASSOCIATES P 2021-12-31 2023-07-06 2458688 751713 1706975 1706975 FORTY EIGHT THIRTY SEVEN ASSOCIATES P 2021-12-31 2023-05-31 3558480 2208486 1349994 1349994 ALKEON GROWTH OFFSHORE FUND, LIMITED P 2020-06-01 2023-12-31 8931783 11082500 -2150717 -2150717 2403747 57098 57098 57098 76300 0 309 76609 X 0 19511 19511 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 true true false false false false false false false false false false false false false false false false false Carol A McLeod Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 5.0 0 0 0 Andrew J Tunick Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 10.0 51528 0 0 Richard D Tunick Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 5.0 51528 0 0 BARBARA HORAN Foundation Source 501 Silverside Rd Wilmington DE 198091377 TRUSTEE 0.0 51528 0 0 Neuberger Berman 1290 Avenue of the Americas NEW YORK NY 101040001 Investment Mgmt 192761 Belpointe Asset Management LLC 255 GLENVILLE ROAD GREENWICH CT 06831 Investment Mgmt 146045 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 76734 27284097 28427895 15045436 70757428 0 70757428 1061361 69696067 3484803 3484803 57098 57098 3427705 3427705 3427705 3387892 0 0 0 0 3387892 3427705 2831107 2021 2020 2019 3387892 2831107 556785 0 0 2870920 0 0 NONE X ALBERT EINSTEIN COLLEGE OF MEDICINE 1300 MORRIS PARK AVE BRONX NY 10461 N/A PC General & Unrestricted 50000 ALS UNITED GREATER NEW YORK INC 42 BROADWAY STE 1724 NEW YORK NY 10004 N/A PC General & Unrestricted 50000 AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC 125 BROAD ST 18TH FLOOR NEW YORK NY 10004 N/A PC General & Unrestricted 25000 AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF S 633 THIRD AVE 20TH FLOOR NEW YORK NY 10017 N/A PC General & Unrestricted 50000 AMERICAN DIABETES ASSOCIATION INC PO BOX 7023 MERRIFIELD VA 22116 N/A PC General & Unrestricted 50000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH ST SUITE 1100 NEW YORK NY 10018 N/A PC General & Unrestricted 50000 AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC 199 WATER ST 11TH FL NEW YORK NY 10038 N/A PC General & Unrestricted 50000 AMERICAN FRIENDS OF THE TEL AVIV UNIVERSITY INC 8 W 40TH ST 8TH FL NEW YORK NY 10018 N/A PC General & Unrestricted 50000 AMERICAN FRIENDS OF WGH WESTERN GALILEE HOSPITAL N PO BOX 789856 PHILIDELPHIA PA 19178 N/A PC General & Unrestricted 75000 AMERICAN JEWISH COMMITTEE 165 E 56TH ST NEW YORK NY 10022 N/A PC General & Unrestricted 50000 AMERICANS FOR BEN-GURION UNIVERSITY INC 1001 AVE OF THE AMERICAS FL 19 NEW YORK NY 10018 N/A PC General & Unrestricted 50000 AMIT CHILDREN INC 49 W 37TH ST 5TH FLOOR NEW YORK NY 10018 N/A PC General & Unrestricted 50000 ANTI-DEFAMATION LEAGUE 605 3RD AVE NEW YORK NY 10158 N/A PC General & Unrestricted 50000 CALVARY HOSPITAL INC 1740 EASTCHESTER RD BRONX NY 10461 N/A PC General & Unrestricted 50000 CANCER CARE INC 275 7TH AVENUE NEW YORK NY 10001 N/A PC General & Unrestricted 50000 CENTER FOR HEARING AND COMMUNICATION 50 BROADWAY 6TH FL NEW YORK NY 10004 N/A PC General & Unrestricted 50000 CITY HARVEST INC 150 52ND ST BROOKLYN NY 11232 N/A PC General & Unrestricted 50000 CITYMEALS-ON-WHEELS 355 LEXINGTON AVE 3RD FL NEW YORK NY 10017 N/A PC General & Unrestricted 50000 COALITION FOR THE HOMELESS 1300 SOUTH FOURTH ST SUITE 250 LOUISVILLE KY 40208 N/A PC General & Unrestricted 50000 COLGATE UNIVERSITY 13 OAK DR HAMILTON NY 13346 N/A PC General & Unrestricted 75000 CONGREGATION KEHILATH JESHURUN 125 E 85TH ST NEW YORK NY 10028 N/A PC General & Unrestricted 20000 CORNELL UNIVERSITY PO BOX 37334 BOONE IA 50037 N/A PC General & Unrestricted 75000 CORNELL UNIVERSITY - WEILL CORNELL MEDICINE 1300 YORK AVE BOX 314 NEW YORK NY 10065 N/A PC General & Unrestricted 50000 ENVIRONMENTAL DEFENSE FUND INCORPORATED 257 PARK AVE SOUTH NEW YORK NY 10010 N/A PC General & Unrestricted 75000 EQUAL JUSTICE AMERICA INC 13540 E BOUNDARY RD MIDLOTHIAN VA 23112 N/A PC General & Unrestricted 25000 EQUAL JUSTICE INITIATIVE 122 COMMERCE ST MONTGOMERY AL 36104 N/A PC General & Unrestricted 50000 FEEDING AMERICA 161 N CLARK ST SUITE 700 CHICAGO IL 60601 N/A PC General & Unrestricted 50000 FEEDING WESTCHESTER INC 200 CLEARBROOK RD ELMSFORD NY 10523 N/A PC General & Unrestricted 50000 FLATBUSH VOLUNTEERS OF HATZOLOH INC 1880 OCEAN AVE BROOKLYN NY 11230 N/A PC General & Unrestricted 25000 FOOD BANK FOR NEW YORK CITY 39 BROADWAY 10TH FL NEW YORK NY 10006 N/A PC General & Unrestricted 50000 GODS LOVE WE DELIVER INC 166 AVE OF THE AMERICAS NEW YORK NY 10013 N/A PC General & Unrestricted 50000 HEARING HEALTH FOUNDATION PO BOX 1397 NEW YORK NY 10018 N/A PC General & Unrestricted 50000 HEIFER INTERNATIONAL FOUNDATION 1 WORLD AVE LITTLE ROCK AR 72202 N/A PC General & Unrestricted 50000 HIAS INC PO BOX 97077 WASHINGTON DC 20090 N/A PC General & Unrestricted 100000 ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON RD STE H WARRINGTON PA 18976 N/A PC General & Unrestricted 75000 JEWISH FEDERATION OF PALM BEACH COUNTY INC 1 HARVARD CIR SUITE 100 WEST PALM BEACH FL 33409 N/A PC General & Unrestricted 25000 LIGHTHOUSE GUILD INTERNATIONAL INC 250 W 64TH ST NEW YORK NY 10023 N/A PC General & Unrestricted 50000 MEDECINS SANS FRONTIERES USA INC PO BOX 5030 HAGERSTOWN MD 21741 N/A PC General & Unrestricted 25000 MERCY CORPS 509 FAIRVIEW AVE NORTH SUITE 200 SEATTLE WA 97109 N/A PC General & Unrestricted 50000 METROPOLITAN NEW YORK COORDINATING COUNCIL ON JEWI ONE STATE ST PLAZA 24TH FLOOR NEW YORK NY 10004 N/A PC General & Unrestricted 50000 MONTEFIORE MEDICAL CENTER 3325 BAINBRIDGE AVE BRONX NY 10467 N/A PC General & Unrestricted 50000 MORSELIFE FOUNDATION INC 4847 DAVID S MACK DR WEST PALM BCH FL 33417 N/A PC General & Unrestricted 50000 NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED 241 W 72ND ST NEW YORK NY 10023 N/A PC General & Unrestricted 25000 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVE NEW YORK NY 10017 N/A PC General & Unrestricted 50000 NATURAL RESOURCES DEFENSE COUNCIL INC 40 WEST 20TH ST 11TH FLOOR NEW YORK NY 10011 N/A PC General & Unrestricted 75000 NEW YORK PUBLIC RADIO 160 VARICK ST NEW YORK NY 10013 N/A PC General & Unrestricted 25000 PLANNED PARENTHOOD FEDERATION OF AMERICA INC 123 WILLIAMS ST 10TH FL NEW YORK NY 10038 N/A PC General & Unrestricted 100000 PRO PUBLICA INC 155 AVE OF THE AMERICAS 13TH FL NEW YORK NY 10013 N/A PC General & Unrestricted 25000 RAMAZ SCHOOL 60 E 78TH ST NEW YORK NY 10075 N/A PC General & Unrestricted 30000 RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS IN 701 OKEECHOBEE BLVD WEST PALM BCH FL 33401 N/A PC General & Unrestricted 25000 SAMUEL FIELD YM & YWHA INC 5820 LITTLE NECK PKWY LITTLE NECK NY 11362 N/A PC General & Unrestricted 25000 SAVE THE CHILDREN FEDERATION INC 501 KINGS HWY EAST STE 400 FAIRFIELD CT 06825 N/A PC General & Unrestricted 25000 SELFHELP COMMUNITY SERVICES INC 520 8TH AVENUE 5TH FLOOR NEW YORK NY 10018 N/A PC General & Unrestricted 50000 THE AUDITORY ORAL SCHOOL OF NEW YORK 3321 AVE M BROOKLYN NY 11210 N/A PC General & Unrestricted 50000 THE WINIFRED MASTERSON BURKE REHABILITATION HOSPIT 785 MAMARONECK AVE WHITE PLAINS NY 10605 N/A PC General & Unrestricted 25000 TRAUMA AND RESILIENCY RESOURCES INC 32 UNION SQ EAST SUITE 410-411 NEW YORK NY 10003 N/A PC General & Unrestricted 50000 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW 435 W 116TH ST BOX A-2 NEW YORK NY 10027 N/A PC General & Unrestricted 75000 UNDERDOGS ANIMAL RESCUE 920 GARFIELD ST DENVER CO 80206 N/A PC General & Unrestricted 5000 UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH PO BOX 4227 NEW YORK NY 10261 N/A PC General & Unrestricted 75000 VIBRANT EMOTIONAL HEALTH 50 BROADWAY 19TH FL NEW YORK NY 10004 N/A PC General & Unrestricted 50000 WHITE PLAINS HOSPITAL MEDICAL CENTER 41 E POST RD WHITE PLAINS NY 10601 N/A PC General & Unrestricted 50000 WILLIAMSBURG VOLUNTEERS OF HATZOLAH INC 518 PARK AVE BROOKLYN NY 11205 N/A PC General & Unrestricted 25000 WNET 825 8TH AVENUE NEW YORK NY 10019 N/A PC General & Unrestricted 50000 WOMENS ENTERPRISE DEVELOPMENT CENTER INC 901 N BROADWAY WHITE PLAINS NY 10603 N/A PC Ossining Innovates and WEDC Inclusive Entrepreneurship Accelerator Program 50000 WORLD CENTRAL KITCHEN INCORPORATED 200 MASSACHUSETTS AVE NW 7TH FL WASHINGTON DC 20001 N/A PC General & Unrestricted 75000 3155000 14 1322657 14 656630 18 2403747 K-1 Inc/Loss 14 93688 Federal Tax Refund 01 134519 CLASS ACTION LAWSUIT PROCEEDS 01 208 4611449 4611449 false false false false false false false false false false Andrew J Tunick * ANDREW J TUNICK, TRUSTEE OF THE LAURIE KAYDEN FOUNDATION (THE "FOUNDATION"), IS A CONTRACT PARTNER AT THE LAW FIRM OF PHILLIPS NIZER LLP, A DISQUALIFIED PERSON WHICH PROVIDES LEGAL CONSULTATION SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2023, THE FOUNDATION PAID $16,193 FOR LEGAL CONSULTATION SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16A. SUCH LAW FIRM BILLED THE FOUNDATION AT A DISCOUNT OF 32% FROM ITS STANDARD TIME CHARGES AND ANDREW TUNICK RECEIVED NO COMPENSATION FROM ANY PAYMENT MADE BY THE FOUNDATION TO THE LAW FIRM. BARBARA HORAN *In 2023, the Foundation paid $51,528 in trustee fees to the Barbara Jean Horan Revocable Trust, the revocable trust of Barbara Horan, who served as a Trustee in 2022. Barbara Horan passed away in November, 2022. The payment represents fees for services rendered in 2022. The trust did not perform any services in 2023; therefore, no hours are reported for 2023. ARES CAP CORP - 4.200% - 06/10 316410 297095 BK OF AMERICA CORP MTN CALL MA 300000 298071 BOEING CO NOTE - 1.433% - 02/0 250439 248935 BRUNSWICK CORP NOTE M/W CLBL . 250022 241883 CDW LLC - 5.500% - 12/01/2024 423638 398748 CENTERPOINT ENERGY INC NOTE - 80000 80001 CHARTER COM OPERATING - 4.908% 394456 396267 CHENIERE ENERGY INC SER B NOTE 371821 389985 CITIGROUP INC NOTE CALL MAKE W 300000 298215 CONSUMERS ENERGY CO - 3.125% - 263912 246068 ENTERPRISE PRODUCTS OPER LLC - 401072 403776 EQUINIX INC - 2.625% - 11/18/2 261627 243486 EXPEDIA GROUP INC NOTE CALL MA 306286 299767 GOLDMAN SACHS GROUP INC NOTE - 204996 205475 HCA INC - 5.375% - 02/01/2025 409964 399468 INTEL CORP - 4.875% - 02/10/20 297303 302328 JPMORGAN CHASE & CO NOTE - 5.5 275000 275136 LOWES COS INC - 4.800% - 04/01 346077 350374 NEXTERA ENERGY CAP HLDGS INC B 249995 248463 ONEOK INC. 5.8500% 1/15/26 - 5 307050 304475 SBA COMMUNICATIONS CORP SER B 312869 288178 SERVICE CORP INTL NOTE - 4.625 310811 290250 TARGA RES PARTNERS / TARGA RES 419448 405279 TEGNA INC SER B NOTE - 5.000% 543629 595536 THERMO FISHER SCIENTIFIC INC N 250000 242023 TOLL BROS FIN CORP - 4.875% - 393480 397140 UNITED RENTALS - 5.500% - 05/1 404585 400876 US TREAS - 0.000% - 01/02/2024 1485231 1499999 VMWARE INC NOTE CALL MAKE WHOL 250093 242803 WEC ENERGY GROUP INC - 4.750% 294399 298917 ALCON INC 357990 402318 ALPHABET INC CL C 665303 676464 AMAZON COM 635021 638148 AMERICAN TOWER REIT INC 630420 561288 APPLE INC 241700 481325 BLACKROCK INC 342508 556083 BROOKFIELD INFRASTRUCTURE ORD 498805 386563 CANADIAN PACIFIC RAILWAY LTD 450609 452619 CATALENT INC 299408 271827 CHART INDUSTRIES, INC 550038 596444 CHENIERE ENERGY INC 158908 581268 CSX CORP 436638 481913 DIAMONDBACK ENERGY INC 298238 310160 INVESCO S&P 500 EQUAL WEIGHT E 858844 954374 ISHARES RUSSELL 2000 536317 602130 JOHNSON & JOHNSON 312805 323825 JP MORGAN CHASE 495697 731430 MASTERCARD INC 513098 686681 MICROSOFT CORP 399655 785924 NEXTERA ENERGY, INC 1072536 993099 NVIDIA CORP 79279 279799 PROGRESSIVE CORP OHIO 916826 1170707 PROSHARES S&P 500 DIVIDEND ARI 1262496 1364310 S&P GLOBAL INC COM 646482 722453 SERVICE CP INTL 675108 773485 SKYWATER TECHNOLOGY, INC 167291 50986 SUNRUN INC 67026 66251 T-MOBILE US INC 381566 499428 THE BLACKSTONE GROUP INC CL A 246509 576048 THERMO FISHER SCIENTIFIC INC 322042 350321 VERISK ANALYTICS, INC 465321 689111 WASTE CONNECTIONS 335350 500055 ZOETIS INC 347084 424346 2962249 2973255 NB CROSSROADS PRIVATE MARKET A 750000 895222 General Consultations 16193 16193 Administrative Fees 67734 67734 Administrative Set-Up Fee 9000 9000 Bank Charges 500 500 Postage/Delivery Service 74 74 State or Local Filing Fees 1500 1500 K-1 Inc/Loss 411 FIFTH AVENUE ASSOCIATES -26812 -26812 K-1 Inc/Loss FORTY EIGHT THIRTY SEVEN ASSOCIATES 60570 60570 K-1 Inc/Loss FORTY FOUR EIGHTEEN ASSOCIATES 59930 59930 Class Action Lawsuit Proceeds 208 208 Federal Tax Refund 134519 DELAYED DISTRIBUTION FROM MATURED ASSET 12000 Appraisal Services 11000 11000 Investment Management Services 338806 338806 990-PF Estimated Tax for 2023 43300 990-PF Extension for 2022 250000 BACK-UP WITHHOLDING 309 Foreign Tax Paid 2642 2642