2025-09-04T15:40:20-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 200721105 Rowe Family Foundation % Foundation Source ROWE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 John W Rowe President 8008391754 2025-08-13 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 37702888 X 0 X 38171 38171 1208871 1208871 461937 6655883 461937 1708979 1708979 0 93035 93035 25139 2139 80254 965 79289 198428 96139 79289 1630000 1630000 1828428 96139 1709289 -119449 1612840 0 1890444 116144 116144 31481658 33085250 36479883 872288 923547 1106861 34244390 34124941 37702888 0 0 X 34244390 34124941 34244390 34124941 34244390 34124941 34244390 -119449 34124941 34124941 Publicly-traded Securities 6655883 6193946 461937 461937 461937 22418 22418 22418 16218 0 6700 22918 X 0 500 500 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 false false false false false false false false false false false false false false false false false false Abigail M Rowe Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP, Dir 1.0 0 0 0 John W Rowe Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir 1.0 0 0 0 Meredith L Rowe Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP, Dir 1.0 0 0 0 Rebecca J Rowe Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP, Dir 1.0 0 0 0 Valerie A Rowe Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Treas, Dir 1.0 0 0 0 Wealth Enhancement Advisory Services 60 E 42ND ST STE 1050 NEW YORK NY 101651051 Investment Mgmt 93035 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 78539 35803742 814328 1081459 37699529 0 37699529 565493 37134036 1856702 1856702 22418 22418 1834284 1834284 1834284 1709289 0 0 0 0 1709289 1834284 1445754 1709289 1445754 263535 0 0 1570749 0 0 John W Rowe Valerie A Rowe X BETH ISRAEL DEACONESS MEDICAL CENTER INC 330 BROOKLINE AVE BOSTON MA 02215 N/A PC to support the research program of Doctor Boris Gershman in the Department of Urology 100000 BOWDOIN COLLEGE 4100 COLLEGE STA BRUNSWICK ME 04011 N/A PC Kent Island Postdoctoral Scholar program 50000 BUCK INSTITUTE FOR RESEARCH ON AGING 8001 REDWOOD BLVD NOVATO CA 94945 N/A PC To support doctoral training 500000 CANISIUS UNIVERSITY OF BUFFALO NEW YORK 2001 MAIN ST BUFFALO NY 14208 N/A PC General & Unrestricted 300000 ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI ONE GUSTAVE L LEVY PL BOX 1049 NEW YORK NY 10029 N/A PC Support for Fellowship in Parkinson's Disease under the direction of Doctor Bressman in the Department of Neurology 150000 LINCOLN CENTER THEATER VIVIAN BEAUMONT THEATER INC 150 W NEW YORK NY 10023 N/A PC General & Unrestricted 50000 MUSEUM OF THE CITY OF NEW YORK 1220 5TH AVE NEW YORK NY 10029 N/A PC General & Unrestricted 100000 NEW YORK YACHT CLUB FOUNDATION 37 W 44TH ST NEW YORK NY 10036 N/A PC General & Unrestricted 100000 PROCTOR ACADEMY PO BOX 500 ANDOVER NH 03216 N/A PC Hart Nibbrig Learning Skills Endowed Scholarship fund and Annual Fund 40000 SAVE THE CHILDREN FEDERATION INC 501 KINGS HWY EAST STE 400 FAIRFIELD CT 06825 N/A PC To support early childhood development programs 10000 STANFORD UNIVERSITY PO BOX 20466 STANFORD CA 94309 N/A PC For the benefit of the Stanford Center on Longevity 50000 STUDENT SPONSOR PARTNERSHIP INC 90 BROAD ST STE 400 NEW YORK NY 10004 N/A PC General & Unrestricted 80000 THE CARPENTERS BOAT SHOP 440 OLD COUNTY RD PEMAQUID ME 04558 N/A PC General & Unrestricted 50000 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW 722 W 168TH ST 14TH FL NEW YORK NY 10032 N/A PC For the benefit of the Research Support Fund of the Department of Health Policy and Management of the Mailman School of Public Health 50000 1630000 14 38171 14 1208871 18 461937 1708979 1708979 false false false false false false false false false false 3I GROUP PLC ADR 4761 5537 ABB LTD 5793 12568 ADIDAS AG 8355 8280 AIA GROUP LTD ADR 12246 8819 ALLIANCEBERNSTEIN BOND INFLATI 2118456 1850820 ALPS CORECOMMODITY MANAGEMENT 1071639 1105396 AMERICAN BEACON AHL MNGD FUTUR 1292617 1230359 AMERICAN FUNDS EUROPACIFIC GRO 1253628 1252718 AON PLC CL A 7403 15803 AQR DIVERSIFIED ARB I 1106272 1292263 ARTISAN INTERNATIONAL SMALL MI 969772 1073690 ASM INTERNATIONAL NV 3042 4553 ASML HOLDING NV NY REG SHS 10179 8317 BUREAU VERITAS SA 11227 12599 CAP GEMINI SA UNSP/ADR 13619 11199 CHUBB LIMITED 5715 7184 COMPAGNIE FINANCIERE RICHEMONT 7129 7438 COMPASS GROUP PLC ADR 9378 15183 CONTL AG SPONS ADR 4683 4363 CRH PLC - AMERICAN DEPOSITARY 4352 5089 CRODA INTL 7277 5662 DBS GROUP HLDGS SPON ADR 5186 9219 DIPLOMA PLC 5237 4909 DISCO CORPORATION 5120 4840 DODGE & COX FUNDS INTERNATIONA 650929 992824 DODGE & COX INCOME FUND 5888271 5622584 ENGIE 6969 10045 ENN ENERGY HOLDINGS LIMITED 9362 6343 EPIROC AB 7093 6545 EXPERIAN GROUP LTD S/ADR 7584 7905 FANUC LIMITED UNSPONSORED 10038 9167 FPA NEW INCOME FUND CLASS A 2931528 2862999 GALAXY ENTMT GROUP UNSPONSORED 7332 6381 GILDAN ACTIVEWEAR INC 8713 9551 GOLDMAN SACHS ABSOLUTE RETURN 1262957 1315881 GRUPO FIN ADR 6088 8571 HARBOR SMALL CAP VALUE FUND 605200 775559 HENKEL KGAA PFD SHS ADR 5299 6455 HEXAGON 3596 3426 HOYA CORP SPONS ADR 7715 9052 ICICI BK LTD ADS 3828 12452 ICON PLC - AMERICAN DEPOSITARY 8038 7550 IMCD GROUP 8672 8987 ING GROUP N V SPONSORED ADR 5291 6425 INVESCO OPPENHEIMER DEVELOPING 963455 958798 ISHARES TRUST MSCI EAFE INDEX 1210435 1397602 ISHARES TRUST RUSSELL 1000 GRO 2237955 2443791 ISHARES TRUST RUSSELL MIDCAP I 1250125 2395200 ITAU UNIBANCO HOLDING S.A 9647 9027 JAMES HARDIE IND ADR 7900 6285 KBC GROUP SA UNSP ADR 8532 9758 L'AIR LIQUIDE ADR OTC 9198 10481 LAZARD EMERGING MARKETS EQUITY 1210024 1264623 LAZARD GLOBAL LISTED INFRASTRU 991105 1126092 LI NING CO 12254 5336 LONDON STK EXCHANGE GROUP 7200 9422 MERCK KGAA SPON ADR EACH REPR 7820 6757 MITSUI FUDOSAN CO 7008 5702 MIZUHO FINANCIAL GRO 10037 11751 MTU AERO ENGINES 10551 14911 NOMURA RESEARCH INST LTD 6759 7609 NOTORI HOLDINGS 9733 8987 NOVO NORDISK A S 15859 14795 PERNOD RICARD S A SPONSORED AD 10071 6227 PIRAEUS BANK SA 10987 10586 PT BK MANDIR PRS UNSP/ADR 3896 7157 PT TELEKOM. IND. TBK ADR 7141 4376 PUMA SE UNSPONSORED ADR 5442 5182 RECRUIT HOLDINGS CO 3357 7348 RELX PLC 10955 20984 RENESAS ELECTRONICS CORP 5370 4522 ROCHE HOLDING LTD ADR 12033 9139 RYANAIR HOLDINGS PLC-ADR COM 8651 10898 SAMPO PLC UNSPONSORED ADR 9631 8663 SAP AKTIENGESELL ADS 4991 9110 SCHWAB S P 500 INDEX FUND SELE 2172440 3164298 SHIN-ETSU CHEMICAL C 6882 5815 SIEMENS AG 9164 9185 SIEMENS HEALTHINEERS AG 7633 8025 SUNCOR ENERGY INC 8432 11168 SUZUKI MOTOR CORP UNSP ADR 6054 7385 T. ROWE PRICE VAL I 1951840 2409853 TAIWAN SEMICONDUCTOR MFG CO LT 7983 32388 TECHTRONIC INDS SPD ADR 8777 8923 TENCENT HOLDINGS LIMITED 14387 19251 THALES S.A. 9342 9885 TOKYO ELECTRON LTD 8890 7624 UNILEVER PLC AMER 21016 22964 UNIVERSAL MUSIC GROUP 8006 9200 VARIANT ALTERNATIVE INCOME FUN 1378693 1297290 BLACKSTONE REAL ESTATE INCOME 923547 1106861 Administrative Fees 78539 78539 Bank Charges 965 965 State or Local Filing Fees 750 750 Investment Management Services 93035 93035 990-PF Estimated Tax for 2024 16200 990-PF Extension for 2023 6800 Foreign Tax Paid 2139 2139