2025-05-09T13:46:09-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 823471315 The Ruth & J O Stone Foundation % Foundation Source RUTH 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 timothy mariani president 8008391754 2025-04-30 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 46958238 X 1343 X 36217 36217 1241389 1241389 77576 5479680 73086 7323 1363848 1350692 0 314774 314774 99 99 40479 9179 65308 1825 63483 420660 325877 63483 970069 970069 1390729 325877 1033552 -26881 1024815 0 1358842 2111483 2111483 127458 133931 127458 127458 4499396 4601333 4023723 33052115 33653748 38476286 3706523 2229904 2219288 42750807 42723926 46958238 0 0 X 42750807 42723926 42750807 42723926 42750807 42723926 42750807 -26881 42723926 42723926 Publicly-traded Securities 5479680 5406594 73086 73086 73086 14245 14245 14245 21100 0 21100 X 0 6855 6855 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 Linda R Chamberlain Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Treas, Dir 1.0 0 0 0 H Jason Hall Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Timothy K Mariani Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 5.0 0 0 0 Wells Fargo 4030 W BOY SCOUT BLVD STE 150 TAMPA FL 33607 Investment mgmt 314774 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 63458 44359216 1396537 127476 45883229 0 45883229 688248 45194981 2259749 2259749 14245 14245 2245504 2245504 2245504 1033552 0 0 0 0 1033552 2245504 538110 538110 1033552 1033552 0 538110 538110 673842 NONE X ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 14010 ROOSEVELT BLVD STE 709 CLEARWATER FL 33762 N/A PC Charitable Event 25000 C Sweeney 11601 108th Place Largo FL 33778 none I Hardship Assistance Grant 6500 CHARITY WORKS INC 1346 S FORT HARRISON AVE STE 101 CLEARWATER FL 33756 N/A PC Disaster Relief fund 20000 CHARITY WORKS INC 1346 S FORT HARRISON AVE STE 101 CLEARWATER FL 33756 N/A PC Charitable Event 10000 CHARITY WORKS INC 1346 S FORT HARRISON AVE STE 101 CLEARWATER FL 33756 N/A PC Charitable Event 5000 CLEARWATER HISTORICAL SOCIETY INC PO BOX 175 CLEARWATER FL 33757 N/A PC Charitable Event 10000 CLEARWATER MARINE AQUARIUM INC 249 WINDWARD PASSAGE CLEARWATER FL 33767 N/A PC Charitable Event 10000 COMMUNITY DENTAL CLINIC INC 1008 WOODLAWN ST CLEARWATER FL 33756 N/A PC Endowment fund 468569 COMMUNITY DENTAL CLINIC INC 1008 WOODLAWN ST CLEARWATER FL 33756 N/A PC Charitable Event 10000 DUNEDIN FINE ARTS CULTURAL CENTER INC 1143 MICHIGAN BLVD DUNEDIN FL 34698 N/A PC Charitable Event 25000 FIRST PRIORITY OF TAMPA BAY PO BOX 10731 TAMPA FL 33679 N/A PC for students attending public schools located in Pinellas County, Florida 5000 FLORIDA ORCHESTRA INC 244 2ND AVE N STE 420 ST PETERSBURG FL 33701 N/A PC Charitable Event 50000 FLORIDA WILDLIFE CORRIDOR FOUNDATION INC 2606 FAIRFIELD AVE S BLDG 7 ST PETERSBURG FL 33712 N/A PC Charitable Event 35000 HOPE VILLAGES OF AMERICA INC 503 S MARTIN LUTHER KING JR AVE CLEARWATER FL 33756 N/A PC General & Unrestricted 150000 MORTON PLANT MEASE HEALTH CARE FOUNDATION INC 2536 COUNTRYSIDE BLVD STE 600 CLEARWATER FL 33763 N/A SO I Charitable Event 10000 SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS T 9099 130TH AVE LARGO FL 33773 N/A PC Charitable Event 15000 SPECIAL OPERATIONS WARRIOR FOUNDATION PO BOX 89367 TAMPA FL 33689 N/A PC Charitable Event 20000 THE ARC TAMPA BAY FOUNDATION INC 1501 N BELCHER RD STE 244 CLEARWATER FL 33765 N/A PC Charitable Event 20000 THE SALVATION ARMY 1625 N BELCHER RD CLEARWATER FL 33765 N/A PC General & Unrestricted 50000 THE SALVATION ARMY 1625 N BELCHER RD CLEARWATER FL 33765 N/A PC Charitable Event 25000 970069 14 36217 14 1241389 18 77576 Federal Tax Refund 01 7323 1362505 1362505 false false false false false false false false false false BANKUNITED INC - 5.130% - 06/1 49254 47964 BARCLAY'S PLC NOTE - 4.836% - 196514 196453 BOEING CO - 5.040% - 05/01/202 100708 100240 CONAGRA BRANDS INC SR NOTE - 4 123920 124247 CONAGRA BRANDS SR - 5.300% - 1 99829 101012 DCP MIDSTREAM OPERATING PL - 5 130761 131163 EDISON INTL - 4.125% - 03/15/2 48611 48496 EDISON INTL NOTE - 4.950% - 04 98653 99918 ENERGY TRANSFER PARTNERS DTD - 97877 99806 FEDL NATL MTG ASSN MTG - 5.500 1958 1992 FNMA LONG 30 - 4.000% - 04/01/ 21030 21167 FORD MOTOR CREDIT - 6.050% - 0 100000 97750 FORD MOTOR CREDIT CO MED TERM 94387 98429 GENERAL MOT FIN CO INC NOTE M/ 97199 99685 GOLDMAN SACHS - 5.350% - 04/30 200486 200025 GOVT NATL MTG ASSN SER - 5.250 11422 11568 RYDER - 4.625% - 06/01/2025 99239 99847 TOYOTA MOTOR CREDIT CORP - 5.4 120907 121848 UNIFORM MBS - 4.000% - 01/01/2 132186 128709 UNIFORM MBS POOL #FM3098 - 3.5 922 857 UNIFORM MBS POOL #MA4084 4.000 12621 10906 UNIFORM MBS POOL #MA4528 - 4.0 26217 23875 UNIFORM MBS POOL #SD8004 3.000 17833 14658 UNIFORM MBS POOL #SD8086 4.000 21212 18351 UNIFORM MBS POOL - 3.000% - 02 31472 25949 UNIFORM MBS POOL - 3.000% - 04 17463 17400 UNIFORM MBS POOL - 3.500% - 12 28179 27585 UNIFORM MBS POOL - 3.500% - 12 18568 18523 VERISIGN INC NOTE - 5.250% - 0 99857 99978 WILLIAMS COS INC - 5.400% - 03 130619 130887 ABB LTD 1797 24599 ABBOTT LABS 147263 143876 ABBVIE INC 51016 60773 ACCENTURE PLC 240876 274396 ACUSHNET HOLDINGS CORP 19194 32128 ADIDAS AG 6745 8524 ADOBE SYSTEMS, INC 36725 37798 AFLAC INC 136909 197570 AGCO CP 22779 19724 AGREE REALTY CORP 24999 25996 AIA GROUP LTD ADR 20467 13661 AIR LEASE CORP 6739 6605 AIRBNB 38738 37320 AIRBUS GROUP 32677 43221 ALCON INC 35893 42615 ALLIANT CORP 16481 18333 ALLIANZ FI SHARES SER C 2500919 2133495 ALLIANZ FI SHARES SER M 2530196 2126553 ALPHABET INC CL A 66907 76099 AMADEUS IT HLDS SA 19023 21444 AMAZON COM 203194 308901 AMDOCS LIMITED 21411 23499 AMERICAN TOWER REIT INC 74907 54289 AMGEN INC 119750 136054 AMKOR TECHNOLOGY, INC 25151 18086 ANALOG DEVICES INC 162437 207573 ANHEUSER BUSCH COS INC 15013 11766 APPLE INC 629360 806603 ASHTEAD GROUP PLC 10605 8069 ASML HOLDING NV NY REG SHS 63766 76932 ASSURED GUARANTY LTD 11307 23583 ASTRAZENECA 53142 54316 AUTOMATIC DATA PROCESSING INC 147084 182371 AVERY DENNISON CORP 19625 20023 AXA ADS 27039 33623 B&M EUROPEAN VALUE RETAIL SA A 4416 2595 BAE SYSTEMS PLC 12499 11375 BARCLAYS PLC ADR 29851 31178 BEIGENE LTD 4352 4618 BHP BILLITON LIMITED 4207 3516 BLACKROCK INC 136986 175294 BOSTON PPTYS INC 10970 12790 BP PLC SPONSORED ADR 10046 8040 BRITISH AMERICAN TOBACCO PLC 7582 6864 BROADCOM INC 192128 273803 BRUNSWICK CORP 26805 20956 CALRSBERG AS SP ADR REP B 10795 6884 CAMDEN PPTY TR 18007 15781 CANADIAN NATL RAILWAY CO 14526 12587 CAP GEMINI SA UNSP/ADR 17602 15191 CARLISLE COS INC 56194 44630 CHEVRON CORP 185932 182498 CHUBB LIMITED 141445 179871 CHUGAI PHARMACEUTICAL CO., LTD 7047 6546 CISCO SYSTEMS INC 107910 127813 CME GROUP, INC 31522 37853 COCA COLA EUROPEAN PARTNERS PL 24254 30186 COLGATE-PALMOLIVE COMPANY 58221 66819 COMCAST CORP 151982 114954 COMFORT SYSTEMS USA INC 3325 16538 CONCENTRA GROUP HOLDINGS 7871 12481 CONMED CORPORATION 20627 11772 COSTCO WHOLESALE CORPORATION 79894 152101 COUSINS PROPERTIES INC 14041 17618 CRANE CO 8332 15782 CULLEN FROST BANKERS INC 26261 31549 DAIICHI SANKYO CO LTD SPONSORE 15901 14737 DAIKIN INDS LTD ADR 9880 7502 DBS GROUP HLDGS SPON ADR 10745 17541 DEUTSCHE BANK AG 8440 9105 DEUTSCHE BOERSE ADR 19596 25058 DEUTSCHE POST AG 23351 19439 DEUTSCHE TELE AG ADS 29714 41133 DIAMONDBACK ENERGY INC 3824 4423 DNB BANK ASA 8348 8657 DONALDSON CO. INC 10092 11382 DSV UNSP ADR EACH REPR 0.5 ORD 10156 13063 DUKE ENERGY CO 29161 31137 EAST WEST BANCORP, INC 25214 39070 EASTGROUP PROPERTIES INC 15752 15407 EATON CORP PLC 34404 73675 ELI LILLY & CO 32458 57900 EMERSON ELECTRIC CO 82738 112405 ENERGIZER HOLDINGS INC 7554 6524 ENGIE 10069 11392 EOG RESOURCES INC 18850 21206 EPIROC AB 17601 15815 EQUINIX, INC 54516 70717 EQUITABLE HOLDINGS INC 26253 30991 ESSENTIAL PROPERTIES REALTY TR 15601 19706 ESSILOR INTL ADR 14487 21600 EVOLUTION GAMING GROUP AB ADR 5240 4457 F&G ANNUITIES & LIFE INC 703 1492 FEDERAL AGRICULTURAL MORTGAGE 12578 23240 FERRARI NV 6741 6797 FIDELITY NATIONAL FINANCIAL IN 20026 26330 FOUR CORNERS PROPERTY TRUST IN 12590 12593 FUJITSU LTD ADR OTC 6701 7814 GEN DYNAMICS CP 120370 128583 GENERAL ELECTRIC CO 74352 73554 GENMAB A/S SPON 10512 6511 GENUINE PARTS COMPANY 13668 11442 GIVAUDAN SA UNSP/ADR 13252 14019 GOLDMAN SACHS GROUP 19096 29204 GRAINGER W W INC 105115 200270 GROUPE DANONE ADS 6551 7431 HAMILTON LANE INC 10569 21467 HERMES INTL 10 ADR 6081 11473 HF SINCLAIR CORPORATION 14032 11531 HITACHI LTD 28464 40953 HONG KONG EX&CL UNSP/ADR 6897 8369 HOYA CORP SPONS ADR 5388 5332 HUBBELL INCORPORATED 10732 24296 HUNTINGTON INGALLS INDUSTRIES 6791 6425 HUNTSMAN CORP 13261 8889 HYATT HOTELS CORP 20288 21663 IBERDROLA ADR 6263 7444 ICON PLC - 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