2021-11-09T09:18:16-06:00 2020-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2020-01-01 200677535 S & L Marx Foundation % Foundation Source S&LM 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 nancy m better secretary 8008391754 2021-11-05 true nancy m better 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 98782065 X 0 X 8605 8605 1963133 1963133 1007777 33386957 1978882 329227 327985 3308742 4278605 150000 150000 10997 10997 32020 0 0 32020 206400 194346 12054 947 814 814 4259 4259 372 372 45116 12049 27226 450925 206395 0 237742 4578550 4578550 5029475 206395 0 4816292 -1720733 4072210 24549 1395200 1814395 1814395 16617 74372537 68552558 91790141 8666860 6120532 2980205 5174686 4737 1894 3790 2843 2843 90600085 73350001 98782065 0 0 X 90600085 73350001 90600085 73350001 90600085 73350001 90600085 -1720733 88879352 15529351 73350001 Publicly-traded Securities 33386957 32415708 971249 Passthrough K1 Capital Gain/(Loss) 1007633 1978882 56604 56604 56604 130232 0 130232 X 73628 57000 16628 false false false false false true true false true true CT 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 Nancy M Better Foundation Source 501 Silverside Rd Wilmington DE 198091377 Executive Dir, Sec 40.0 150000 0 0 SYLVIA MARX Foundation Source 501 Silverside Rd Wilmington DE 198091377 PRESIDENT/DIRECTOR 1.0 0 0 0 JAMES BETTER Foundation Source 501 Silverside Rd Wilmington DE 198091377 DIRECTOR 1.0 0 0 0 LEONARD MARX Foundation Source 501 Silverside Rd Wilmington DE 198091377 TREASURER/DIRECTOR 1.0 0 0 0 CHARLES BETTER Foundation Source 501 Silverside Rd Wilmington DE 198091377 DIRECTOR 1.0 0 0 0 DAVID BETTER Foundation Source 501 Silverside Rd Wilmington DE 198091377 DIRECTOR 1.0 0 0 0 SARAH BETTER Foundation Source 501 Silverside Rd Wilmington DE 198091377 DIRECTOR 1.0 0 0 0 JP Morgan Chase 270 PARK AVENUE NEW YORK NY 10017 Investment MGMT 194346 82974555 2561854 3427244 88963653 0 88963653 1334455 87629198 4381460 4381460 56604 56604 4324856 4324856 4324856 4816292 0 0 0 0 4816292 0 4816292 4324856 2085888 2018 2017 2016 4816292 2085888 2730404 0 0 1594452 0 0 NONE NONE X ABILIS INC 50 GLENVILLE ST GREENWICH CT 06831 N/A PC General & Unrestricted 5000 ADOPT A DOG INC PO BOX 11135 GREENWICH CT 06831 N/A PC unrestricted 5000 ALLIANCE FOR CANCER GENE THERAPY INC 96 CUMMINGS POINT RD STAMFORD CT 06902 N/A PC unrestricted 5000 ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 225 N MICHIGAN AVE 17TH FL CHICAGO IL 60601 N/A PC Dementia Care Program 75000 AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC ONE BATTERY PARK PLZ 25TH FLOOR NEW YORK NY 10004 N/A PC unrestricted 2500 ANDROSCOGGIN ALUMNI ASSOCIATION INC 601 W ST HARRISON NY 10528 N/A PC unrestricted 2000 ANTI-DEFAMATION LEAGUE 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Expansion 12000 GRASSROOT SOCCER INC 15 LEBANON ST HANOVER NH 03255 N/A PC unrestricted 2500 GREENWICH ACADEMY INC 200 N MAPLE AVE GREENWICH CT 06830 N/A PC unrestricted 3000 GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED 1111 E PUTNAM AVE RIVERSIDE CT 06878 N/A PC unrestricted 5000 GREENWICH HISTORICAL SOCIETY INC 47 STRICKLAND RD COS COB CT 06807 N/A PC unrestricted 1000 GREENWICH HOSPITAL 5 PERRYRIDGE RD GREENWICH CT 06830 N/A PC Community Health Program 30000 GREENWICH LIBRARY 101 W PUTNAM AVE GREENWICH CT 06830 N/A PC Black Box Theater Project 260000 GREENWICH SYMPHONY ORCHESTRA INC PO BOX 35 GREENWICH CT 06836 N/A PC unrestricted 10000 HAND IN HAND AMERICAN FRIENDS OF CNTR FOR JEWISH-A PO BOX 80102 PORTLAND OR 97280 N/A PC unrestricted 2500 HARLEM ACADEMY 1330 5TH AVE NEW YORK NY 10026 N/A PC New School Facility 80000 HARLEM EDUCATIONAL ACTIVITIES FUND INC 2090 7TH AVE ADAM CLAYTON POWE NEW YORK NY 10027 N/A PC Summer Quest Enrichment Program 30000 HARVARD BUSINESS SCHOOL PO 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SUITE 1208 BROOKLYN NY 11201 N/A PC unrestricted 1000 LEO BAECK INSTITUTE INC 15 W 16TH ST NEW YORK NY 10011 N/A PC unrestricted 1800 LETS GET READY INC 50 BROADWAY 25TH FL NEW YORK NY 10004 N/A PC Virtual Success Coaching Program 56000 LEUKEMIA & LYMPHOMA SOCIETY INC 3 INTERNATIONAL DR STE 200 RYE BROOK NY 10573 N/A PC General & Unrestricted 1000 LINCOLN CENTER FOR THE PERFORMING ARTS INC PO BOX 22349 NEW YORK NY 10087 N/A PC unrestricted 6000 LYMAN ALLYN ART MUSEUM INC 625 WILLIAMS ST NEW LONDON CT 06320 N/A PC unrestricted 1000 MARLBORO SCHOOL OF MUSIC INC 1528 WALNUT ST STE 301 PHILADELPHIA PA 19102 N/A PC New Educational Facility 40000 MERRITT PARKWAY CONSERVANCY PO BOX 183 WESTPORT CT 06881 N/A PC unrestricted 1000 METROPOLITAN OPERA GUILD INC 70 LINCOLN CTR PLZ 6TH NEW YORK NY 10023 N/A PC unrestricted 25000 MIANUS RIVER GORGE INC 167 MIANUS RIVER RD BEDFORD NY 10506 N/A PC unrestricted 10000 MORYS PRESERVATION INC 306 YORK ST NEW HAVEN CT 06511 N/A PC unrestricted 12500 MOUNT KISCO CHILD CARE CENTER INC 95 RADIO CIR DR MOUNT KISCO NY 10549 N/A PC unrestricted 2000 MOUNT SINAI SCHOOL OF MEDICINE OF NEW YORK UNIVERS ONE GUSTAVE L LEVY PL BOX 1191 NEW YORK NY 10029 N/A PC unrestricted 5000 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVE NEW YORK NY 10017 N/A PC unrestricted 3000 NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY 101 S INDEPENDENCE MALL E PHILADELPHIA PA 19106 N/A PC General & Unrestricted 1000 NEADS INC PO BOX 1100 PRINCETON MA 01541 N/A PC New Training Facility 25000 NEW YORK HISTORICAL SOCIETY 170 CENTRAL PARK W NEW YORK NY 10024 N/A PC unrestricted 5000 NEW YORK THEATRE WORKSHOP INC 79 E 4TH ST NEW YORK NY 10003 N/A PC General & Unrestricted 1000 NEW YORK UNIVERSITY GROSSMAN SCHOOL OF MEDICINE ONE PARK AVE 5TH FL NEW YORK NY 10016 N/A PC unrestricted 5000 OLD ROAD FUND INC ST JOHNS ANTIGUA W ST JOHNS ANTIG AC N/A PC unrestricted 2500 OPEN DOOR FAMILY MEDICAL CENTER INC 165 MAIN ST OSSINING NY 10562 N/A PC unrestricted 2500 PHILHARMONIC-SYMPHONY 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06853 N/A PC Educational Outreach 15000 SHARP AGAIN NATURALLY INC PO BOX 713 LARCHMONT NY 10538 N/A PC unrestricted 2000 SHATTERPROOF A NONPROFIT CORP 101 MERRITT 7 CORPORATE PARK 1ST FL NORWALK CT 06851 N/A PC unrestricted 3000 SOUTHERN POVERTY LAW CENTER INC 400 WASHINGTON AVE MONTGOMERY AL 36104 N/A PC unrestricted 1500 SQUASH HAVEN INC 70 TOWER PKWY NEW HAVEN CT 06511 N/A PC unrestricted 10000 STAMFORD CENTER FOR THE ARTS INC 61 ATLANTIC ST STAMFORD CT 06901 N/A PC unrestricted 5000 STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS 655 KNIGHT WAY STANFORD CA 94305 N/A PC USA Fellows Scholarship Program 200000 STERLING & FRANCINE CLARK ART INST 225 S ST WILLIAMSTOWN MA 01267 N/A SO I Exhibit sponsorship 50000 SUMMER CAMP INC 8 CHURCH ST BRIDGTON ME 04009 N/A PC unrestricted 5000 TAFT SCHOOL CORPORATION 110 WOODBURY RD WATERTOWN CT 06795 N/A PC Financial Aid Program 10000 TEMPLE SHOLOM INC 300 E PUTNAM AVE GREENWICH CT 06830 N/A PC Endowment Campaign 87100 THAMES VALLEY MUSIC SCHOOL 270 MOHEGAN AVECONNCOLLE BOX 5294 NEW LONDON CT 06320 N/A PC unrestricted 3000 THE ASPEN INSTITUTE INC 2300 N ST NW STE 700 WASHINGTON DC 20037 N/A PC unrestricted 1000 THE GREENWICH LAND TRUST INC 370 ROUND HILL RD GREENWICH CT 06831 N/A PC unrestricted 25000 THE METROPOLITAN MUSEUM OF ART 1000 FIFTH AVE NEW YORK NY 10028 N/A PC American Decorative Arts 5000 THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC 383 MAIN AVE 5TH FL NORWALK CT 06851 N/A PC unrestricted 5000 THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN 445 FIFTH AVE 4TH FLOOR NEW YORK NY 10016 N/A PC unrestricted 1500 TRICKLE UP PROGRAM INC 104 W 27TH ST NEW YORK NY 10001 N/A PC Technical and Strategic Services 50000 TRUSTEES OF COLUMBIA UNIVERSITY PO BOX 1523 NEW YORK NY 10008 N/A PC unrestricted 2000 UJA FEDERATION OF GREENWICH 1 HOLLY HILL LN GREENWICH CT 06830 N/A PC unrestricted 7500 UNIVERSITY OF HAWAII FOUNDATION 1314 SOUTH KING ST SUITE B HONOLULU HI 96814 N/A PC Student Stipend Fund 5000 WASHINGTON INSTITUTE FOR NEAR EAST POLICY 1111 19TH ST NW STE 500 WASHINGTON DC 20036 N/A PC unrestricted 10000 WATERSIDE SCHOOL INC 770 PACIFIC ST STAMFORD CT 06902 N/A PC Financial Aid Program 101000 WESTCHESTER ARC FOUNDATION INC 265 SAW MILL RIVER RD HAWTHORNE NY 10532 N/A PC Music Therapy Program 55000 WESTCHESTER PHILHARMONIC INC 170 HAMILTON AVE STE 350 WHITE PLAINS NY 10601 N/A PC unrestricted 1000 WILLIAMS COLLEGE 75 PARK ST WILLIAMSTOWN MA 01267 N/A PC Tutorial Endowment 150000 YALE CANCER CENTER PO BOX 7611 NEW HAVEN CT 06519 N/A PC Cancer Research 10000 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 N/A PC General & Unrestricted 25000 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 N/A PC Multiple Resricted Programs 1800000 YALE UNIVERSITY ART GALLERY PO BOX 208271 NEW HAVEN CT 06520 N/A PC unrestricted 5000 YONKERS PARTNERS IN EDUCATION INC 86 MAIN ST YONKERS NY 10701 N/A PC College Access Program Expansion 50000 4578550 14 8605 14 1963133 525990 144 18 1007633 K-1 Inc/Loss 525990 1242 14 56360 DIVIDENDS FROM CLOSELY HELD STOCK 14 271625 1386 3307356 3308742 false false false false false false false false false false Bookkeeping 8020 8020 COMPILATION 10800 10800 TAX RETURN PREPARATION/REVIEW 13200 13200 COMPUTER 2019-06-01 4737 947 SL 5 947 0 Part I Line 6a Part I Line 6a RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $1,007,633 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $144 TOTAL PART I, LINE 6A: $1,007,777 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRADED SECURITIES GROSS SALES PRICE: $33,386,957 BOOK BASIS: $32,415,708 NET GAIN/(LOSS): $971,249 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $36,384 APPLE INC 395681 2468034 BERKSHIRE HATHAWAY INC DEL CL 219968 1043445 BERKSHIRE HATHAWAY INC. CLASS 510677 927480 BLACKROCK HIGH YIELD BOND PORT 1424337 1463118 BOSTON PROPERTIES PFD SER B - 182650 239856 DODGE & COX INCOME FUND 1782154 1886443 DOUBLELINE TOTAL RETURN BOND-R 1544209 1565785 EDGEWOOD GROWTH FUND INSTI 2591104 3367504 FIDELITY 500 INDEX FUND 9506698 16049997 FIDELITY EXTENDED MARKET INDEX 895150 2219385 FIDELITY INTERNATL INDEX INSTL 8751414 9796343 INVESCO QQQ TRUST 1794466 2570786 ISHARES CORE MSCI EMERGING MAR 3624072 4411292 ISHARES GOLD TRUST 668898 963410 ISHARES MSCI BRAZIL FREE INDEX 1040202 1176824 ISHARES MSCI INDIA ETF 1068381 1102752 ISHARES MSCI-JAPAN 958136 1086500 ISHARES S&P GLOBAL I 723961 693197 ISHARES TRUST RUSSELL 1000 VAL 2538559 2750734 ISHARES TRUST- ISHARES MSCI AL 1342977 1733954 MARKET VECTORS - GOLD MINERS E 991775 1462520 MATTHEWS CHINA INST 774814 1091710 MICROSOFT CORP 400938 2224200 NEUBERGER BERMAN GREATER CHINA 130000 102927 PARNASSUS EQUITY INCOME FUND I 4477312 6113477 PIMCO COMMODITY PL STRAT INS 1000000 978218 PIMCO INVESTMENT GRADE CORP BD 1242397 1330006 PIMCO TOTAL RETURN FUND 908850 964346 PRIMECAP ODYSSEY GROWTH FUND 1409009 1994251 PRUDENTIAL GLOBAL REAL ESTATE 1604870 1606707 SCHWAB US TIPS 800239 911459 SELECT SECTOR SPDR-HEALTH CARE 2870517 3338766 SL GREEN RLTY CORP PFD SER I - 87824 100600 T-ROWE PRICE JAPAN FUND I 785402 1108351 T. ROWE PRICE NEW ASIA FUND I 1704043 2216576 VANGUARD FIN ETF 2187712 2429110 VANGUARD MID-CAP ETF 1965768 2495921 VANGUARD TOTAL BOND MARKET IND 2808180 2911496 WELLS FARGO NON-CUM PERP CL A 839214 892661 17 WEST ORANGE REALTY CO 182000 26 EAST REALTY CORPORATION 955500 ARGIN REALTY CO., INC 255499 ARLINGTON JOINT VENTURE 21698 35001 BLOOMINGTON SYNDICATE 3622 26250 CRP VIII (CARLYLE) PRVT INV OF 352542 382167 DARB REALTY CORPORATION 56011 ELMONT JOINT VENTURE 8035 12892 FORT LEE JOINT VENTURE 4972 5104 ITHACA JOINT VENTURE 9997 15166 KESMAR REALTY CO., INC 277336 KINNEY HYBLA JOINT VENTURE 5698 44100 KOHLBERG PARTNERS IX, LP 495970 524841 LM OF GREENWICH 87505 MADISON SYNDICATE 884 2380 MANASSAS JOINT VENTURE 6754 22969 MELCO HYBLA JOINT VENTURE 8607 31500 MONTCAN REALTY CO., INC 122667 NEWBURY STREET PARTNERS 15847 36462 PETERS LAND SYNDICATE 8860 28263 RMWC DIRECT LENDING OPPORTUNIT 2027909 2033575 SEAFORD JOINT VENTURE 2982 12600 STATE COLLEGE JOINT VENTURE 5828 24898 COMPUTER 4737 1894 2843 2843 ADJ TO REFLECT ASSETS AT COST BASIS 15529351 ADMINISTRATIVE FEES 7500 7500 FOUNDATION DUES & MEMBERSHIPS 1900 1900 K-1 EXP KOHLBERG PARTNERS IX 5841 K-1 Exp RMWC DIRECT LENDING OP 12049 12049 Office Supplies 1996 1996 Payroll Processing Fees 1824 1824 POSTAGE & DELIVERY 155 155 CREDIT CARD FEES 387 387 COMPUTER EQUIPMENT 6360 6360 COMPUTER REPAIRS & SERVICES 371 371 MAILBOX RENTAL 480 480 SUBSCRIPTIONS 4527 4527 TELEPHONE 1726 1726 K-1 Inc/Loss ARLINGTON JOINT VENTURE -4326 -4326 K-1 Inc/Loss BLOOMINGTON SYNDICATE 4038 4038 K-1 Inc/Loss ELMONT JOINT VENTURE 2089 2089 K-1 Inc/Loss FORT LEE JOINT VENTURE 680 680 K-1 Inc/Loss ITHACA JOINT VENTURE 486 486 K-1 Inc/Loss KINNEY HYBLA JOINT VENTURE 6048 6048 K-1 Inc/Loss KOHLBERG PARTNERS IX, LP 1243 1 K-1 Inc/Loss LM OF GREENWICH -288 -288 K-1 Inc/Loss MADISON SYNDICATE 466 466 K-1 Inc/Loss MANASSAS JOINT VENTURE 3839 3839 K-1 Inc/Loss MELCO HYBLA JOINT VENTURE 1468 1468 K-1 Inc/Loss NEWBURY STREET PARTNERS 5197 5197 K-1 Inc/Loss PETERS LAND SYNDICATE -6560 -6560 K-1 Inc/Loss RMWC DIRECT LENDING OPPORTUNITIES FUN 39957 39957 K-1 Inc/Loss SEAFORD JOINT VENTURE 1932 1932 K-1 Inc/Loss STATE COLLEGE JOINT VENTURE 1258 1258 Credit card reward 75 75 Dividends from closely held stock 271625 271625 Investment Management Services 194346 194346 Philanthropic Consulting Srvcs 12054 12054