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false true true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false true false false false false false false false false false false false false false false false false false Mary Rose Candol Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 6.25 5000 0 0 Eliyahu Y Schulman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 5000 0 0 Tiberio Schwartz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Treas 1.0 0 0 0 THE DFS GROUP MACK CENTER IV S 61 PARAMUS RD PARAMUS NJ 07652 Investment MGMT 141955 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 65975 36548713 569830 0 37118543 0 37118543 556778 36561765 1828088 1828088 23209 23209 1804879 1804879 1804879 5620810 0 0 0 0 5620810 1804879 2021 2020 2019 21261 5511675 5532936 5620810 1804879 3815931 9348867 0 9348867 21261 5511675 3815931 NONE X BEST FOOT FORWARD FOUNDATION INC 9080 KIMBERLY BLVD STE 10 BOCA RATON 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CLASS 667033 1141312 BOEING CO 497487 729587 BP PLC SPONSORED ADR 347368 480555 CITIGROUP INC 98254 99794 EATON VANCE SHORT DURATION GOV 1819171 1702961 EMERSON ELECTRIC CO 1286841 1946600 FIRST TR ENHANCED SHORT MATURI 1191179 1193200 FIRST TRUST EXCHANGE TRADED FD 1051875 960267 FIRST TRUST LOW DURATION OPPOR 2498125 2412134 FIRST TRUST SENIOR LOAN FUND 1758970 1725782 FIRST TRUST VI FIRST TRUST NAS 256651 380054 FT-PREFERRED SECUR & INC ETF 141325 126450 HALLIBURTON COMPANY 85362 180750 HSBC HOLDINGS PLC 476015 733774 ISHARE SP SMALL CAP 600 INDEX 125531 189221 ISHARES TR S & P MIDCAP 400 IN 141447 208971 JOHNSON & JOHNSON 704091 770064 JP MORGAN CHASE 359822 571196 JPMORGAN EQUITY PREMIUM INCO 152960 137450 MCDONALD'S CORP 1711896 2512033 NEXTERA ENERGY, INC 270060 242960 NIKE INC-CL B 2046117 2115704 PEPSICO INC 141044 170180 PHILIP MORRIS INTL 1147830 1449302 RAYTHEON TECHNOLOGIES CORP 109730 141776 TEXAS INSTRUMENTS INC 278668 362909 THE COCA-COLA CO 1769305 2169803 UNILEVER PLC AMER 278376 240849 VANGUARD DIVIDEND APPRECIATION 508538 702048 VANGUARD UTLTS ETF 811317 829822 VERIZON COMMUNICATIONS 231190 170593 WAL-MART STORES INC 203921 257442 WELLS FARGO & CO 129746 222721 General Consultations 2125 2125 Administrative Fees 65975 65975 Postage/Delivery Service 42 42 State or Local Filing Fees 25 25 Investment Management Services 141955 141955 990-PF Estimated Tax for 2023 19900 990-PF Extension for 2022 9506 Foreign Tax Paid 760 760