2023-10-25T16:35:17-05:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 201448765 The Fleetwing Charitable Foundation Trust % Foundation Source FLEE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 SUSAN GIFFORD TRUSTEE 8008391754 2023-09-27 true SUSAN GIFFORD 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 5282448 X 0 X 5861 5861 104647 104647 229363 761269 233095 509 509 340380 344112 0 37924 37924 8126 1222 29223 29223 75273 39146 29223 289000 289000 364273 39146 318223 -23893 304966 195367 468636 468636 3038633 2843552 4265771 689984 590403 548041 3923984 3902591 5282448 0 0 X 3923984 3902591 3923984 3902591 3923984 3902591 3923984 -23893 2500 3902591 3902591 Publicly-traded Securities 761269 528174 233095 233095 233095 4239 4239 4239 4400 0 100 4500 X 0 261 261 false false false false false false false true true MA 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 Diane B Gifford Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Trustee 0.0 0 0 0 Ian C Gifford Foundation Source 501 Silverside Rd Wilmington DE 198091377 Treas, Trustee 2.0 0 0 0 Susan H Gifford Foundation Source 501 Silverside Rd Wilmington DE 198091377 Chairman, Trustee 2.0 0 0 0 5352645 363754 0 5716399 0 5716399 85746 5630653 281533 281533 4239 4239 277294 2500 279794 279794 318223 0 0 0 0 318223 279794 312210 2020 2019 2018 318223 312210 6013 0 0 273781 0 0 NONE X ACADEMY OF NOTRE DAME AT TYNGSBORO INC 180 MIDDLESEX RD TYNGSBORO MA 01879 N/A PC General & Unrestricted 1000 BIKES FOR KIDS INC PO BOX 94 CENTERBROOK CT 06409 N/A PC General & Unrestricted 15000 FALMOUTH HOUSING TRUST INC PO BOX 465 FALMOUTH MA 02541 N/A PC General & Unrestricted 50000 FALMOUTH SERVICE CENTER INC PO BOX 208 FALMOUTH MA 02541 N/A PC General & Unrestricted 10000 FRIENDS OF MARION COA PO BOX 937 MARION MA 02738 N/A PC to purchase installation for vinyl plank flooring throughout the building 40000 FRIENDS OF THE SENIOR CENTER INC 75 GROTON RD N CHELMSFORD MA 01863 N/A PC to purchase three large screen computers and a walk-in freezer 30000 FRIENDS OF THE SENIOR CENTER INC 75 GROTON RD N CHELMSFORD MA 01863 N/A PC General & Unrestricted 10000 HELPING HANDS AND HOOVES PO BOX 1315 MATTAPOISETT MA 02739 N/A PC Red Oak Community Garden fund 15000 HOUSE OF TULIP 3814-16 BIENVILLE ST NEW ORLEANS LA 70119 N/A PC General & Unrestricted 1000 LOUISIANA BUCKET BRIGADE 2803 SAINT PHILLIP ST NEW ORLEANS LA 70119 N/A PC General & Unrestricted 2000 LOWELLS MARITIME FOUNDATION DBA LOWELLS BOAT SHOP 459 MAIN ST AMESBURY MA 01913 N/A PC LBS Chase Boat fund 5000 LOWER 9TH WARD NEIGHBORHOOD EMPOWERMENT NETWORK AS 1123 LAMANCHE ST NEW ORLEANS LA 70117 N/A PC General & Unrestricted 1000 NASHUA RIVER WATERSHED ASSOCIATION INC 592 MAIN ST GROTON MA 01450 N/A PC water program and education program 25000 PINE STREET INN INC 444 HARRISON AVE BOSTON MA 02118 N/A PC Workforce Program 20000 ROOT NS INC 35 CONGRESS ST STE 2350 SALEM MA 01970 N/A PC General & Unrestricted 2500 SERIOUS FUN CHILDRENS NETWORK INC 230 E AVE STE 107 NORWALK CT 06855 N/A PC General & Unrestricted 5000 SUSAN G KOMEN BREAST CANCER FOUNDATION 1900 N NORTHLAKE WAY STE 135 SEATTLE WA 98103 N/A PC General & Unrestricted 2500 THE CAHOON MUSEUM OF AMERICAN ART INC 4676 FALMOUTH RD COTUIT MA 02635 N/A PC funds for landscape maintenance, design and planning for renovations to the grounds of the newly acquired property 4698 Falmouth Road Cotuit, MA 25000 THE GREATER BOSTON FOOD BANK INC 70 S BAY AVE BOSTON MA 02118 N/A PC General & Unrestricted 2500 THE NEMASKET GROUP INC 109 FAIRHAVEN RD MATTAPOISETT MA 02739 N/A PC funds to replace a portion of the roof for Williams Street group home 6000 TOWN OF CHELMSFORD SCHOLARSHIP FUND INC PO BOX 296 CHELMSFORD MA 01824 N/A PC scholarship funds to residents of Chelmsford who have completed secondary school and wish to continue their undergraduate education 15000 TRUSTEES OF THE LAWRENCE ACADEMY AT GROTON PO BOX 992 GROTON MA 01450 N/A PC General & Unrestricted 1000 UNITED STATES FUND FOR UNICEF 125 MAIDEN LANE 10TH FL NEW YORK NY 10038 N/A PC General & Unrestricted 2500 WESLEYAN UNIVERSITY 291 MAIN ST MIDDLETOWN CT 06457 N/A PC General & Unrestricted 1000 ZEITGEIST THEATRE EXPERIMENTS INC 6621 SAINT CLAUDE AVE ARABI LA 70032 N/A PC General & Unrestricted 1000 289000 14 5861 14 104647 18 229363 CLASS ACTION LAWSUIT PROCEEDS 01 509 340380 340380 false false false false false false false false false false ACE INA HOLDINGS - 3.150% - 03 52286 48315 AMERICAN TOWER CORP - 2.400% - 50125 47049 AMERIGAS PARTNERS L P NOTE - 5 96830 92937 AMERN TOWER CORP - 2.960% - 01 42292 38179 AMPHENOL CORP NEW NOTE CALL - 100651 97799 BANK OF NOVA SCOTIA - 2.700% - 40783 37021 CHUBB INA HOLDINGS INC - 1.375 46295 38938 CITIGROUP GLOBAL MKTS - 0.000% 50000 47895 DH EUROPE FIN II - 2.200% - 11 15049 14282 DISNEY WALT CO - 2.000% - 09/0 29550 25222 PEPSICO INC NOTE - 3.500% - 07 15502 14613 TJX COMPANIES - 2.250% - 09/15 51040 45791 AGNICO EAGLE MINES LTD 32100 57189 ALPHABET INC CL A 47837 88230 AMERICAN TOWER REIT INC 45875 84744 AMERICAN WATER WORKS COMPANY I 40444 76210 AMPHENOL CORPORATION 23311 76140 ASPEN TECHNOLOGY INC COM 49727 56074 BERKSHIRE HATHAWAY INC. CLASS 39583 64869 CARMAX INC 76716 106558 CHEVRON CORP 24443 62822 CHUBB LIMITED 44857 143390 CONSTELLATION BRANDS INC 26374 34763 CVS CAREMARK CORP 47611 88531 DANAHER CORP 31872 185794 ECOLAB INC 32992 87336 FIRST REPUBLIC BANK 58186 91418 IDEXX CORP 25130 108109 ISHARES GOLD TR 183061 187478 KINSALE CAPITAL GROUP INC 28810 83686 MCCORMICK & CO 25469 84548 MEDTRONIC PLC 72488 69948 MERCADOLIBRE, INC 16108 42312 MICROSOFT CORP 40633 229028 PIMCO DYNAMIC INCOME FUND 145114 110695 PIMCO ENHANCED LOW DURATION AC 270957 254501 PIMCO ENHANCED SHORT MATURITY 203692 197300 QUALCOMM INC 54353 46725 S&P GLOBAL INC COM 61096 66988 SPROTT PHYSICAL GOLD AND SILVE 72885 98615 TE CONNECTIVITY LTD 35399 68880 THERMO FISHER SCIENTIFIC INC 60838 165207 TJX COMPANIES INC 77301 135320 VANGUARD FTSE ALL-WORLD EX-US 498743 516441 VANGUARD FTSE EMERGING MARKETS 111460 116940 VISA INC 34407 124656 WALT DISNEY HOLDINGS CO 77195 52128 WATSCO INC 46248 137170 WAYFAIR INC 54829 13156 YUM BRANDS INC 25408 51872 Administrative Fees 29083 29083 State or Local Filing Fees 140 140 Class Action Lawsuit Proceeds 509 509 RETURNED GRANT 2500 Investment Management Services 37924 37924 990-PF Estimated Tax for 2022 4400 990-PF Excise Tax for 2021 2504 Foreign Tax Paid 1222 1222