2021-11-12T08:51:44-06:00 2020-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2020-01-01 822658347 The John and Ethel Kashulon Foundation % Foundation Source JOHN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 GAIL KASHULON SECRETARY 8008391754 2021-11-05 true GAIL KASHULON 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 25822749 X 0 X 4875 4875 656000 656000 126189 3843048 126189 2718 789782 787064 21000 21000 152947 152947 5065 65 963 963 52145 278 51867 232120 153290 73830 959150 959150 1191270 153290 1032980 -401488 633774 2398064 2511002 2511002 947820 16653484 18791306 20824794 3877133 2172705 2486953 23876501 23475013 25822749 0 0 X 23876501 23475013 23876501 23475013 23876501 23475013 23876501 -401488 23475013 23475013 Publicly-traded Securities 3843048 3716859 126189 126189 126189 8809 8809 8809 11400 0 11400 X 2591 2591 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 true false false false false false false false false false false false false false false false false false Edward Ham Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 7000 0 0 Gail Kashulon Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 7000 0 0 Martin McLaughlin Sr Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 TR Rowe Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 7000 0 0 UBS Financial Services 8 WRIGHT STREET 3RD FL WESTPORT CT 068803100 Investment Mgmt 152947 Foundation Source 55 Walls Drive 3rd Floor Fairfield CT 06824 Administrative 50535 21697794 2391531 0 24089325 0 24089325 361340 23727985 1186399 1186399 8809 8809 1177590 1177590 1177590 1032980 0 0 0 0 1032980 0 1032980 1177590 446376 2018 2017 2016 1032980 446376 586604 0 0 590986 0 0 NONE X ANCHOR ACADEMY INC PO BOX 774 NORWALK CT 06852 N/A PC to fund school libraries AND SCHOLARSHIP FUND 33000 BRIDGEPORT HOSPITAL FOUNDATION INC 267 GRANT ST BRIDGEPORT CT 06610 N/A PC COVID-19 Support Fund and to purchase one mechanical ventilator for treating COVID-19 patients at the Bridgeport Hospital 35000 BRIDGEPORT RESCUE MISSION INC PO BOX 9057 BRIDGEPORT CT 06601 N/A PC For kitchen renovations at the Bridgeport Rescue Mission's new Smilow Community Care Center 175000 BRIDGEPORT RESCUE MISSION INC PO BOX 9057 BRIDGEPORT CT 06601 N/A PC To fund Holiday Meals for the needy 5000 CARDINAL SHEHAN CENTER 1494 MAIN ST BRIDGEPORT CT 06604 N/A PC Funding to supplement the cost of Summer Camp Program, which benefits 300 young people in grades kindergarten through 8th grade 15000 CARDINAL SHEHAN CENTER 1494 MAIN ST BRIDGEPORT CT 06604 N/A PC To help fund the cost of the After School and Saturday Program for Bridgeport young people in grades kindergarten through 8th grade 30000 CARVER FOUNDATION OF NORWALK INC 7 ACADEMY ST NORWALK CT 06850 N/A PC To help fund activities at the Carver Foundation's Bridgeport location 10000 CATHOLIC ACADEMY OF BRIDGEPORT 63 PEQUONNOCK ST BRIDGEPORT CT 06604 N/A PC financial assistance fund for children to attend Catholic elementary schools at the Academy's four campuses located in the city of Bridgeport: St. Ann's, St. Andrews, St. Augustine's and St. Raphael's 10000 CONNECT US INC 855 MAIN ST 10TH FL BRIDGEPORT CT 06604 N/A PC to provide post secondary educational support to all youth participants in Connect-Us programs, with a specific focus on high school juniors 10000 DARIEN DOMESTIC ABUSE COUNCIL INC 32 SEDGWICK VILLAGE LN DARIEN CT 06820 N/A PC Emergency Funding of COVID-19 related expenses 7500 DISCOVERY MUSEUM INC 4450 PARK AVE BRIDGEPORT CT 06604 N/A PC To fund expenses related to reopening the museum after the COVID-19 shutdown 25000 EXCHANGE CLUB OF NEW CANAAN FOUNDATION INC PO BOX 1163 NEW CANAAN CT 06840 N/A PC To fund work at the Stamford Parenting Skills Center 10000 EXCHANGE CLUB OF NEW CANAAN FOUNDATION INC PO BOX 1163 NEW CANAAN CT 06840 N/A PC To fund work at the Stamford Parenting Skills Center 15000 FOUNDATIONS IN CHARITY INC 238 JEWETT AVE BRIDGEPORT CT 06606 N/A PC General & Unrestricted 25000 FOUNDATIONS IN EDUCATION INC 238 JEWETT AVE BRIDGEPORT CT 06606 N/A PC the Bishop's Scholarship Fund 15000 FUTURE 5 INC 135 ATLANTIC ST STAMFORD CT 06901 N/A PC To support the organization's work in providing vocational skills training 10000 GREATER CONNECTICUT YOUTH ORCHESTRAS INC PO BOX 645 FAIRFIELD CT 06824 N/A PC scholarships fund 5000 INSTITUTE OF CHRIST THE KING SOVEREIGN PRIEST INC 6415 S WOODLAWN AVE CHICAGO IL 60637 N/A PC To fund education, room and board for seminarians serving at Sts. Cyril and Methodius Parishes 20000 KIDS IN CRISIS INC 1 SALEM ST COS COB CT 06807 N/A PC Emergency funding of COVID-19 related expenses 15000 MCGIVNEY COMMUNITY CENTER INC 338 STILLMAN ST BRIDGEPORT CT 06608 N/A PC McGivney After School Program 10000 MCGIVNEY COMMUNITY CENTER INC 338 STILLMAN ST BRIDGEPORT CT 06608 N/A PC McGivney After School Program 30000 MCGIVNEY COMMUNITY CENTER INC 338 STILLMAN ST BRIDGEPORT CT 06608 N/A PC McGivney Summer Day Camp 15000 MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED 637 PARK AVE BRIDGEPORT CT 06604 N/A PC Emergency Funding of COVID-19 related expenses 15000 MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED 637 PARK AVE BRIDGEPORT CT 06604 N/A PC To support the Organization's Literacy and Life Skills Tutoring Program 15000 NEW CANAAN LIBRARY INC 151 MAIN ST NEW CANAAN CT 06840 N/A PC Capital Campaign for the New Canaan Library 25000 OPERATION SMILE INC 3641 FACULTY BLVD VIRGINIA BEACH VA 23453 N/A PC To help fund surgeries for cleft lip, cleft palate or other dental conditions 10000 SHRINERS HOSPITALS FOR CHILDREN - BOSTON 51 BLOSSOM ST BOSTON MA 02114 N/A PC To support treatment at the Shriners Hospitals for Children - Boston 15000 SPECIAL OLYMPICS CONNECTICUT INC 2666 STATE ST STE 1 HAMDEN CT 06517 N/A PC Special Olympics Connecticut's Health & Wellness Programs and Initiatives 15000 SS CYRIL & METHODIUS CHURCH 79 CHURCH ST BRIDGEPORT CT 06608 N/A PC General & Unrestricted 1000 SS CYRIL & METHODIUS CHURCH 79 CHURCH ST BRIDGEPORT CT 06608 N/A PC To fund improvements to the Convent vacant lot, including the installation of lighting and fencing, blacktop paving, and removal of trees 96000 ST JUDE CHILDRENS RESEARCH HOSPITAL INC 501 ST JUDES PL MEMPHIS TN 38105 N/A PC To support treatment of childhood cancer and other life-threatening disease 10000 ST THERESA SCHOOL LLC 55 ROSEMOND TER TRUMBULL CT 06611 N/A PC To help revitalize Catholic Education at St Theresa's School, by providing funding for the following: Chromebooks, 3rd Grade Teacher Salary and Benefits, New Curriculum resources and library dedication to John and Ethel Kashulon, Annual Scholarships fund and for Principal professional development 109150 ST THERESA SCHOOL LLC 55 ROSEMOND TER TRUMBULL CT 06611 N/A PC To provide additional funding for Chromebooks at St Theresa's School 20000 STRATFORD ROTARY CLUB FOUNDATION INC 7365 MAIN ST NO 205 STRATFORD CT 06614 N/A PC to promote reading literacy of local children aged 0-5 to The Dolly Parton's Imagination Library 5000 THE CENTER FOR FAMILY JUSTICE INC 753 FAIRFIELD AVE BRIDGEPORT CT 06604 N/A PC To underwrite the cost of sending 20 campers to Camp HOPE America - Connecticut, for one week 15000 THE SALVATION ARMY - BRIDGEPORT CORPS 30 ELM ST BRIDGEPORT CT 06604 N/A PC To help families living in Bridgeport overcome poverty and achieve stability 10000 UNITED STATES CATHOLIC CONFERENCE - CARDINAL KUNG 948 NEWFIELD AVE STAMFORD CT 06905 N/A PC Funding to purchase computer equipment for school offices, student and teacher print stations, and standardized testing 10000 VERITAS CATHOLIC NETWORK INC 47 POWDERHORN DR RIDGEFIELD CT 06877 N/A PC for the construction of a FM Radio Translator, and for radio operational expenses 50000 YOUNG LIFE 8 SOUND SHORE STE 120 GREENWICH CT 06836 N/A PC To support the organization's "YoungLives" program, which helps teen moms and their children in Fairfield County, CT 10000 YOUNG LIFE 8 SOUND SHORE STE 120 GREENWICH CT 06836 N/A PC To support the organization's "YoungLives" program, which helps teen moms and their children in Fairfield County, CT 2500 959150 14 4875 14 656000 18 126189 Federal Tax Refund 01 2718 789782 789782 false false false false false false false false false false AT&T INC - 4.125% - 02/17/2026 148823 173399 BANK AMER CORP - 4.450% - 03/0 249520 291325 CBS CORP - 4.000% - 01/15/2026 195406 228900 INTERNATIONAL PAPER - 3.800% - 196202 226604 KROGER CO NOTE CALL MAKE WHOLE 239275 280643 MORGAN STANLEY - 5.000% - 11/2 260282 298832 MYLAN NV - 3.950% - 06/15/2026 36076 45765 ROPER TECHNOLOGIES INC - 3.850 196161 227786 SALLIE MAE BK - 1.700% - 11/22 239364 243540 TIME WARNER INC - 3.875% - 01/ 194298 217944 WELLS FARGO CO - 4.100% - 06/0 217298 252215 3M CO 148440 131093 ABBVIE INC 88777 107150 ALERIAN MLP ETF 98999 46188 ALIBABA GROUP HOLDING LTD 53217 46546 ALPHABET INC CL C 296489 437970 ALTRIA GROUP INC 332179 211150 AMAZON COM 292192 521109 AMERICAN BEACON SOUND POINT FL 297798 265475 AMERICAN FDS, AMERICAN HIGH IN 213432 219692 AMERICAN FUNDS BALANCED PORT C 857534 976448 AMERICAN FUNDS GLOBAL GROWTH P 297107 383637 AMERICAN FUNDS GROWTH PORTFOLI 304669 388148 APPLE INC 265308 597105 AT&T, INC 256710 225191 BANK OF AMERICA CORP 180067 181860 BOEING CO 180920 107030 BOSTON SCIENTIFIC 133726 143800 BP PLC SPONSORED ADR 182471 92340 BRISTOL-MYERS SQUIBB CO 189001 217105 CARNIVAL CORP 147528 64980 CHECK POINT SOFTWARE TECHNOLOG 111911 132910 CHUBB LIMITED 103880 110822 CISCO SYSTEMS INC 289993 313250 COMERICA INC 103301 72618 DELTA AIR LINES INC 23327 20105 DOW INC 153402 151682 DU PONT DE NEMOURS 213543 187233 DUKE ENERGY CO 78870 91560 EXXON MOBIL CORP 343406 193734 FACEBOOK INC 158000 273160 FEDEX CORPORATION 199644 220677 FIDELITY ADVISOR REAL ESTATE I 213814 200297 GARRETT MOTION INC 1061 301 GENERAL ELECTRIC CO 90337 54000 GLAXOSMITHKLINE PLC 93042 73600 GOLDMAN SACHS GROUP 95511 106803 HONEYWELL INTL 94464 144636 ILLINOIS TOOL WORKS 50257 65242 INT'L FLAVORS & FRAGRANCES INC 76531 65304 INTEL CORP 345025 348740 INTERNATIONAL BUSINESS MACHINE 250395 207702 INTERNATIONAL PAPER CO 162003 149160 ISHARES MSCI INDIA ETF 97698 108594 JOHNSON & JOHNSON 342155 393450 JP MORGAN CHASE 115964 127070 KBW REGIONAL BANKING ETF 60367 51950 KEYCORP 124155 123075 KINDER MORGAN INC 128005 95690 LOCKHEED MARTIN CORP 120987 141992 MCDONALD'S CORP 3110621 4004062 MEDTRONIC PLC 269372 351420 MERCK & CO INC 179460 245400 METLIFE INC 154602 140850 MICROSOFT CORP 387571 489324 MORGAN STANLEY 104548 137060 NEW WORLD FUND, INC (F2) 107372 148005 PEOPLE'S UNITED FINANCIAL, INC 131268 96975 PEPSICO INC 97614 148300 PFIZER INC 336354 368100 PPL CORPORATION 181599 169200 PROCTER GAMBLE CO 385080 644914 PRUDENTIAL FINCL INC 148294 117105 QUALCOMM INC 88681 121872 RAYTHEON TECHNOLOGIES CORP 70198 71510 REGIONS FINANCIAL CORP 118947 128960 RESIDEO TECHNOLOGIESINC COM 2926 2402 ROYAL DUTCH SHEL PLC SPONS ADR 251128 134776 SALESFORCE.COM 151050 178024 SELECT SECTOR SPDR ENERGY FUND 150142 84896 THE COCA-COLA CO 191466 219360 UBS ULTRA SHORT INCOME FUND CL 2089707 2089743 VANGUARD FTSE EUROPEAN ETF 158281 163853 VERIZON COMMUNICATIONS 196989 205625 VIATRIS ORD SHS 16510 20914 VISA INC 190844 262476 VODAFONE GROUP PLC 158183 94430 WABTEC 1616 1537 WALT DISNEY HOLDINGS CO 176538 318877 WELLS FARGO & CO 126733 75450 Administrative Fees 50535 50535 Bank Charges 278 278 Indemnification Insurance 1025 1025 Postage/Delivery Service 282 282 State or Local Filing Fees 25 25 Federal Tax Refund 2718 Investment Management Services 152947 152947 990-PF Estimated Tax for 2020 5000 Foreign Tax Paid 65 65