2025-05-13T08:24:40-04:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 371224611 The Gerald D and Helen M Stephens Foundation % Foundation Source GERA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 ANGELA LARSON VICE PRESIDENT 8008391754 2025-05-05 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 51579109 X 4900000 210259 210259 1288435 1288435 194904 2301076 194904 6593598 1693598 0 63308 63308 21300 833 67457 96 67361 152065 64237 67361 1447825 1447825 1599890 64237 1515186 4993708 1629361 0 4904859 4695836 4695836 12003 2031 12003 12003 739630 1236950 1213972 23239392 26394065 42481815 1585435 3126201 3175483 30471347 35465055 51579109 0 0 X 30471347 35465055 30471347 35465055 30471347 35465055 30471347 4993708 35465055 35465055 Publicly-traded Securities 2301076 2106172 194904 194904 194904 22648 22648 22648 10000 0 10000 X 0 12648 false false false false false false false true true IL true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Jenni Krupiarz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Angela M Larson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP, Treas 1.0 0 0 0 Jeffrey Stephens Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Jo Lee Stephens Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 67035 The Kwon Gallop Group 211 Fulton St PEORIA IL 61602 Investment MGMT 63308 40148415 4801983 0 44950398 0 44950398 674256 44276142 2213807 2213807 22648 22648 2191159 2191159 2191159 1515186 0 0 0 0 1515186 2191159 1438596 1515186 1438596 76590 0 0 2114569 0 0 JEFFREY STEPHENS X CLEVELAND CLINIC FOUNDATION PO BOX 931517 CLEVELAND OH 44193 N/A PC Dr. Eric Roselli's aorta and high-risk surgery research 250000 EASTERSEALS CENTRAL ILLINOIS 507 E ARMSTRONG AVE PEORIA IL 61603 N/A PC EasterSeals Centennial Campaign Fund 50000 JOHNS HOPKINS UNIVERSITY 600 N WOLFE ST MARBURG 135 BALTIMORE MD 21287 N/A PC Brady Urology - 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4. 55187 55203 VENTAS RLTY - 4.400% - 01/15/2 1966 1947 VMWARE INC - 3.900% - 08/21/20 20700 21504 WEC ENERGY GROUP INC - 5.000% 1982 2003 WELLS FARGO &CO - 2.879% - 10/ 51611 51438 WELLS FARGO - 2.393% - 06/02/2 24379 25326 WRKCO INC SER B - 4.900% - 03/ 9609 9937 ZIMMER BIOMET HOLDINGS INC - 3 22750 23627 ABBOTT LABS 18949 21152 ABBVIE INC 36407 37672 ACCENTURE PLC 11629 12987 ACI WORLDWIDE INC 3286 4941 ADOBE SYSTEMS, INC 9358 8231 AIA GROUP LTD ADR 4588 4092 AIRBNB 8364 8087 AKZO NOBEL NV-ADR 19317 17017 ALCON INC 9852 9847 ALIBABA GROUP HOLDING LTD 8464 8173 ALLEGION PLC 8157 9045 ALLIANZ SE 4252 4947 ALPHABET INC CL A 56692 67391 ALSTOM 27773 29306 AMADEUS IT HLDS SA 2439 2479 AMAZON COM 41305 60113 AMDOCS LIMITED 8961 9706 AMER FIN GRP HLD 8885 9908 AMERICAN EXPRESS CO 22366 30866 AMERICOLD REALTY TRUST 12271 9865 AMGEN INC 20451 19731 AMICUS THERAPEUTICS INC 3941 3193 ANHEUSER BUSCH COS INC 13482 12367 AON PLC CL A 22542 24034 APPLE INC 31488 39316 APPLIED IDNS TECH 3111 3281 APPLIED MATERIALS INC 14680 13698 ARCELORMITTAL 9137 9113 ARGENX SE 8944 10582 ASML HOLDING NV NY REG SHS 13409 13675 ASTRAZENECA 33803 32826 ATMOS ENERGY CORP 8618 9949 AUTONATION INC 15117 16246 AUTOZONE INC 19744 23647 AVIDITY BIOSCIENCES, INC. 2032 1562 AVIENT 2395 2479 AXA ADS 7518 8361 BANCO BRADESCO S.A. 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