2025-08-21T13:11:32-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 133557216 Laurie Kayden Foundation % Foundation Source LAUR 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Andrew Tunick Trustee 8008391754 2025-08-08 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 74724446 X 0 X 1094316 1094316 979385 979385 587275 23876684 587275 71 71 2661047 2661047 232410 232410 5496 5496 0 0 324611 324611 18573 673 92948 538 92410 674038 331318 0 324820 3180000 3180000 3854038 331318 0 3504820 -1192991 2329729 0 28151544 19637547 19637547 9201 8942354 9201 9201 2962249 1483003 1498773 15666918 32016195 40423966 10674613 10058741 10085428 750000 2750000 3069531 67147678 65954687 74724446 0 0 X 67147678 65954687 67147678 65954687 67147678 65954687 67147678 -1192991 65954687 65954687 Publicly-traded Securities 23876684 23289409 587275 587275 587275 32383 32383 32383 37411 0 37411 X 0 5028 5028 false false false false false false false true true NY true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false true true false false false false false false false false false false false false false false false false false Carol A McLeod Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 5.0 77470 0 0 Andrew J Tunick Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 10.0 77470 0 0 Richard D Tunick Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 5.0 77470 0 0 Neuberger Berman 1290 avenue of the americas NEW YORK NY 101040001 Investment Mgmt 309432 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 90845 48037001 22822138 3205327 74064466 0 74064466 1110967 72953499 3647675 3647675 32383 32383 3615292 3615292 3615292 3504820 0 0 0 0 3504820 3615292 2870920 3504820 2870920 633900 0 0 2981392 0 0 NONE X ALBERT EINSTEIN COLLEGE OF 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& Unrestricted 75000 AMERICAN JEWISH COMMITTEE 165 E 56TH ST NEW YORK NY 10022 N/A PC General & Unrestricted 50000 AMERICANS FOR BEN-GURION UNIVERSITY INC 1001 AVE OF THE AMERICAS FL 19 NEW YORK NY 10018 N/A PC General & Unrestricted 50000 AMIT CHILDREN INC 49 W 37TH ST 5TH FLOOR NEW YORK NY 10018 N/A PC General & Unrestricted 50000 ANTI-DEFAMATION LEAGUE 605 3RD AVE NEW YORK NY 10158 N/A PC General & Unrestricted 50000 CALVARY HOSPITAL INC 1740 EASTCHESTER RD BRONX NY 10461 N/A PC General & Unrestricted 50000 CANCER CARE INC 275 7TH AVENUE NEW YORK NY 10001 N/A PC General & Unrestricted 50000 CENTER FOR HEARING AND COMMUNICATION 50 BROADWAY 6TH FL NEW YORK NY 10004 N/A PC General & Unrestricted 50000 CITY HARVEST INC 150 52ND ST BROOKLYN NY 11232 N/A PC General & Unrestricted 50000 CITYMEALS-ON-WHEELS 355 LEXINGTON AVE 3RD FL NEW YORK NY 10017 N/A PC General & Unrestricted 50000 COALITION FOR THE HOMELESS INC 129 FULTON ST NEW YORK NY 10038 N/A PC General & Unrestricted 50000 COLGATE UNIVERSITY 13 OAK DR HAMILTON NY 13346 N/A PC General & Unrestricted 75000 COMMONPOINT NY INC 5820 LITTLE NECK PKWY LITTLE NECK NY 11362 N/A PC General & Unrestricted 25000 CONGREGATION KEHILATH JESHURUN 125 E 85TH ST NEW YORK NY 10028 N/A PC General & Unrestricted 20000 CORNELL UNIVERSITY PO BOX 37334 BOONE IA 50037 N/A PC COLLEGE OF ARTS AND SCIENCES 75000 ENVIRONMENTAL DEFENSE FUND INCORPORATED PO BOX 98051 WASHINGTON DC 20090 N/A PC General & Unrestricted 75000 EQUAL JUSTICE AMERICA INC 3007 E BOUNDARY TERRACE STE 201 MIDLOTHIAN VA 23112 N/A PC General & Unrestricted 25000 EQUAL JUSTICE INITIATIVE 122 COMMERCE ST MONTGOMERY AL 36104 N/A PC General & Unrestricted 50000 FEEDING AMERICA 161 N CLARK ST SUITE 700 CHICAGO IL 60601 N/A PC General & Unrestricted 50000 FEEDING WESTCHESTER INC 200 CLEARBROOK RD ELMSFORD NY 10523 N/A PC General & Unrestricted 50000 FOOD BANK FOR NEW YORK CITY 39 BROADWAY 10TH FL NEW YORK NY 10006 N/A PC General & Unrestricted 50000 GODS LOVE WE DELIVER INC 166 AVE OF THE AMERICAS NEW YORK NY 10013 N/A PC General & Unrestricted 50000 HEARING HEALTH FOUNDATION PO BOX 1397 NEW YORK NY 10018 N/A PC General & Unrestricted 50000 HEIFER INTERNATIONAL FOUNDATION 1 WORLD AVE LITTLE ROCK AR 72202 N/A PC General & Unrestricted 50000 HIAS INC PO BOX 97077 WASHINGTON DC 20090 N/A PC General & Unrestricted 100000 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 800 8TH ST NW WASHINGTON DC 20001 N/A PC General & Unrestricted 25000 ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON RD STE H WARRINGTON PA 18976 N/A PC General & Unrestricted 50000 JEWISH FEDERATION OF PALM BEACH COUNTY INC 1 HARVARD CIR SUITE 100 WEST PALM BEACH FL 33409 N/A PC General & Unrestricted 25000 LIGHTHOUSE GUILD INTERNATIONAL INC 250 W 64TH ST NEW YORK NY 10023 N/A PC General & Unrestricted 50000 MEDECINS SANS FRONTIERES USA INC 40 RECTOR ST 16TH FL NEW YORK NY 10006 N/A PC General & Unrestricted 25000 MERCY CORPS PO BOX 37800 BOONE IA 50037 N/A PC General & Unrestricted 50000 METROPOLITAN NEW YORK COORDINATING COUNCIL ON JEWI 1 STATE ST FL 24 NEW YORK NY 10004 N/A PC General & Unrestricted 50000 MINDING YOUR MIND 124 SIBLEY AVE ARDMORE PA 19003 N/A PC General & Unrestricted 25000 MONTEFIORE MEDICAL CENTER 3325 BAINBRIDGE AVE BRONX NY 10467 N/A PC General & Unrestricted 50000 MORSELIFE FOUNDATION INC 4847 DAVID S MACK DR WEST PALM BCH FL 33417 N/A PC General & Unrestricted 50000 NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED 241 W 72ND ST NEW YORK NY 10023 N/A PC General & Unrestricted 25000 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVE NEW YORK NY 10017 N/A PC General & Unrestricted 50000 NATURAL RESOURCES DEFENSE COUNCIL INC 40 WEST 20TH ST 11TH FLOOR NEW YORK NY 10011 N/A PC General & Unrestricted 75000 NEW YORK PUBLIC RADIO 160 VARICK ST NEW YORK NY 10013 N/A PC General & Unrestricted 25000 NEW YORK-PRESBYTERIAN FUND INC 525 E 68TH ST BOX 123 NEW YORK NY 10065 N/A PC Weill Cornell Medicine 50000 PLANNED PARENTHOOD FEDERATION OF AMERICA INC PO BOX 97166 WASHINGTON DC 20090 N/A PC General & Unrestricted 100000 PRO PUBLICA INC 155 AVE OF THE AMERICAS 13TH FL NEW YORK NY 10013 N/A PC General & Unrestricted 50000 RAMAZ SCHOOL 60 E 78TH ST NEW YORK NY 10075 N/A PC General & Unrestricted 30000 RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS IN 701 OKEECHOBEE BLVD WEST PALM BCH FL 33401 N/A PC General & Unrestricted 25000 SAVE THE CHILDREN FEDERATION INC 501 KINGS HWY EAST STE 400 FAIRFIELD CT 06825 N/A PC General & Unrestricted 25000 SELFHELP COMMUNITY SERVICES INC 520 8TH AVENUE 5TH FLOOR NEW YORK NY 10018 N/A PC General & Unrestricted 50000 THE AUDITORY ORAL SCHOOL OF NEW YORK 3321 AVE M BROOKLYN NY 11210 N/A PC General & Unrestricted 50000 THE WINIFRED MASTERSON BURKE REHABILITATION HOSPIT 785 MAMARONECK AVE WHITE PLAINS NY 10605 N/A PC General & Unrestricted 25000 TRAUMA AND RESILIENCY RESOURCES INC 32 UNION SQ E STE 410 411 NEW YORK NY 10003 N/A PC General & Unrestricted 50000 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW 435 W 116TH ST BOX A-2 NEW YORK NY 10027 N/A PC General and Unrestricted for Columbia Law School 75000 UNDERDOGS ANIMAL RESCUE 920 GARFIELD ST DENVER CO 80206 N/A PC General & Unrestricted 5000 UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH PO BOX 4227 NEW YORK NY 10261 N/A PC General & Unrestricted 75000 VIBRANT EMOTIONAL HEALTH 50 BROADWAY 19TH FL NEW YORK NY 10004 N/A PC General & Unrestricted 50000 WHITE PLAINS HOSPITAL MEDICAL CENTER 41 E POST RD WHITE PLAINS NY 10601 N/A PC General & Unrestricted 50000 WILLIAMSBURG VOLUNTEERS OF HATZOLAH INC 518 PARK AVE BROOKLYN NY 11205 N/A PC General & Unrestricted 25000 WNET 825 8TH AVENUE NEW YORK NY 10019 N/A PC General & Unrestricted 50000 WOMENS ENTERPRISE DEVELOPMENT CENTER INC 901 N BROADWAY WHITE PLAINS NY 10603 N/A PC OSSINING INNOVATES AND WEDC INCLUSIVE ENTREPRENEURSHIP ACCELERATOR PROGRAM 50000 WORLD CENTRAL KITCHEN INCORPORATED PO BOX 96538 WASHINGTON DC 20090 N/A PC General & Unrestricted 75000 3180000 14 1094316 14 979385 18 587275 CLASS ACTION LAWSUIT PROCEEDS 01 71 2661047 2661047 false false false false false false false false false false Andrew J Tunick * ANDREW J TUNICK, TRUSTEE OF THE LAURIE KAYDEN FOUNDATION (THE "FOUNDATION"), IS A CONTRACT PARTNER AT THE LAW FIRM OF PHILLIPS NIZER LLP, A DISQUALIFIED PERSON WHICH PROVIDES LEGAL CONSULTATION SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2024, THE FOUNDATION PAID $5,496 FOR LEGAL CONSULTATION SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16A. SUCH LAW FIRM BILLED THE FOUNDATION AT A DISCOUNT OF 32% FROM ITS STANDARD TIME CHARGES AND ANDREW TUNICK RECEIVED NO COMPENSATION FROM ANY PAYMENT MADE BY THE FOUNDATION TO THE LAW FIRM. AMERICAN EXPRESS CO - 5.282% - 302595 303347 AMPHENOL CORP - 5.050% - 04/05 400266 402488 CDW LLC - 5.100% - 03/01/2030 401572 393838 CENTENE CORP DEL SER B - 4.250 481401 485100 CHARTER COM OPERATING - 4.908% 394456 399532 CHENIERE ENERGY INC SER B NOTE 371821 391685 CITIGROUP INC NOTE CALL MAKE W 300000 300159 CROWN AMERS LLC SER B - 4.750% 497195 493916 DTE ENERGY CO - 5.100% - 03/01 397884 400882 DUKE ENERGY CORP - 5.000% - 12 398096 402945 ENTERPRISE PRODUCTS OPER LLC - 401072 401993 EXPEDIA GROUP INC NOTE CALL MA 306286 300421 FISERV INC - 4.200% - 10/01/20 386056 388577 HCA INC - 5.375% - 02/01/2025 409964 400077 INTEL CORP - 4.875% - 02/10/20 297303 300058 LOWES COS INC - 4.800% - 04/01 346077 350571 ONEOK INC. 5.8500% 1/15/26 - 5 307050 302638 ORACLE CORP - 4.500% - 05/06/2 392352 396014 SBA COMMUNICATIONS CORP SER B 505061 479338 SERVICE CORP INTL NOTE - 4.625 506039 486469 TARGA RES PARTNERS / TARGA RES 419448 402806 TEGNA INC SER B NOTE - 5.000% 543628 607899 TOLL BROS FIN CORP - 4.875% - 393480 399864 UNITED RENTALS - 5.500% - 05/1 504587 496250 WELLS FARGO & CO SER U NOTE - 395052 398561 AERCAP HOLDING N.V 74715 75986 ALCOA INC 46365 41558 ALCON INC 764974 887525 ALPHABET INC CL C 1182542 1561798 AMAZON COM 801072 1105726 AMERICAN TOWER REIT INC 1301463 1072949 AON PLC CL A 78159 95177 APPLE INC 1232801 1918968 BAYER A G SPONSORED ADR 53469 36761 BLACKROCK INC 1091275 1684256 BROOKFIELD INFRASTRUCTURE CORP 498805 438390 CANADIAN PACIFIC RAILWAY LTD 782100 720443 CAPITAL ONE FINANCIAL CORP 47198 60807 CHART INDUSTRIES, INC 527204 786452 CHARTER COMMUNICATIONS, INC 22010 25022 CHENIERE ENERGY INC 1180678 2077792 COMCAST CORP 77935 76298 CONOCOPHILLIPS 134247 119599 DISCOVER FINL SVCS COM 14797 19575 EATON CORP PLC 1035206 1111765 ELEVANCE HEALTH INC 54223 37997 FREEPORT-MCMORAN COPPER & GOLD 1411402 1055958 GE VERNOVA 23034 43419 GOLDMAN SACHS GROUP 1007663 1494538 HILTON WORLDWIDE HOLDINGS, INC 38859 44242 HUMANA INC 78331 54294 INVESCO S&P 500 EQUAL WEIGHT E 858844 1059791 JP MORGAN CHASE 897269 1597667 LIBERTY BROADBAND CORPORATION 26006 35810 LONDON STK EXCHANGE GROUP 41575 44470 MASTERCARD INC 707198 1084734 META PLATFORMS INC 103042 118273 MICROSOFT CORP 824494 1331519 NEUBERGER BERMAN ETF TRUST COR 2033771 2170937 NEUBERGER BERMAN SMALL-MID CAP 2072065 2055885 NEXTERA ENERGY, INC 1785632 2030978 NVIDIA CORP 177436 1011204 PROSHARES S&P 500 DIVIDEND ARI 1262495 1426651 PROSUS NV ADR 65524 72159 S&P GLOBAL INC COM 1045932 1272467 SAFRAN SA - UNSPON ADR 40234 40003 SAP AKTIENGESELL ADS 64922 78787 SELECT SECTOR SPDR-HEALTH CARE 842327 830923 SERVICE CP INTL 893783 1081960 SHELL ADR EACH REPRESENTING 2 90244 77185 T-MOBILE US INC 615010 985559 TAIWAN SEMICONDUCTOR MFG CO LT 66085 72084 THE BLACKSTONE GROUP INC CL A 750988 1473329 UNITEDHEALTH GROUP INC 73973 76385 VERISK ANALYTICS, INC 465321 794616 VISA INC 41118 49618 VISTRA ENERGY CORP 652340 620415 WASTE CONNECTIONS 976393 1298861 WELLS FARGO & CO 38728 45024 WOODWARD INC 49433 48428 WORKDAY INC 85378 93407 ZOETIS INC 808108 797542 1483003 1498773 NB CROSSROADS PRIVATE MARKET A 2750000 3069531 General Consultations 5496 5496 Administrative Fees 90845 90845 Bank Charges 538 538 Postage/Delivery Service 65 65 State or Local Filing Fees 1500 1500 Class Action Lawsuit Proceeds 71 71 Investment Management Services 324611 324611 990-PF Estimated Tax for 2024 17900 Foreign Tax Paid 673 673