2020-10-28T15:56:05-05:00 2019-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2019-01-01 822658347 The John and Ethel Kashulon Foundation % Foundation Source JOHN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 EDWARD R HAM treasurer 8008391754 2020-10-01 true Jeffrey D Haskell P01345770 8008391754 67.82.234.252 06391520203025000032 2020-10-28 P BC971FC33BAF52379132A0473611089A0DAEC697 384717C1FADDEF7B1C9CB58DAC69F19ED4566B5B 2019 2021-04-22 16:20:28Z X 25348297 X 0 X 63209 63209 597736 597736 130993 4852718 130993 771 1 792709 791939 21000 21000 167261 161621 5640 6700 5874 5874 52007 203 51482 252842 161824 83996 1475000 1475000 1727842 161824 1558996 -935133 630115 6675768 2398064 2398064 2578 2437997 947820 989970 13664512 16653484 17885292 1982149 3877133 4074971 48630 24811634 23876501 25348297 0 0 X 24811634 23876501 24811634 23876501 24811634 23876501 24811634 -935133 23876501 23876501 Publicly-traded Securities 4852718 4718022 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Investment MGMT 161621 Foundation Source 55 Walls Drive 3RD FLOOR Fairfield CT 06824 Administrative 49930 21810616 3488309 0 25298925 0 25298925 379484 24919441 1245972 1245972 6301 6301 1239671 1239671 1239671 1558996 0 0 0 0 1558996 6301 1552695 1239671 765701 2017 2016 2015 1558996 765701 793295 0 0 446376 0 0 NONE X BOY SCOUTS OF AMERICA 60 WELLINGTON RD MILFORD CT 06461 N/A PC Cub Scout Program 10000 BOY SCOUTS OF AMERICA 60 WELLINGTON RD MILFORD CT 06461 N/A PC To support the organization's Urban Scouting Outreach program by funding activities for thirty low income youths in Fairfield County 10000 BRIDGEPORT HOSPITAL FOUNDATION INC 267 GRANT ST BRIDGEPORT CT 06610 N/A PC To help fund the Bridgeport Hospital's Foundation's Transformation of the Primary Care Center initiative, which improves the well-being of under served patients and their families 25000 BRIDGEPORT RESCUE MISSION INC 1088 FAIRFIELD AVE BRIDGEPORT CT 06605 N/A PC General & Unrestricted 5000 BRIDGEPORT RESCUE MISSION INC 1088 FAIRFIELD AVE BRIDGEPORT CT 06605 N/A PC For kitchen renovations at the Bridgeport Rescue Mission's new Smilow Community Care Center John and Ethel Kashulon Community Kitchen signage will be prominently displayed at agreed upon locations at the facility 175000 BRIDGEPORT RESCUE MISSION INC 1088 FAIRFIELD AVE BRIDGEPORT CT 06605 N/A PC To support the organization meet their vision of providing food, shelter, clothing, education, job training and counseling for the urban poor and addicted 10000 CARDINAL SHEHAN CENTER 1494 MAIN ST BRIDGEPORT CT 06604 N/A PC After-school and Saturday Program for Bridgeport children in grades kindergarten through eight 30000 CARDINAL SHEHAN CENTER 1494 MAIN ST BRIDGEPORT CT 06604 N/A PC to support a Summer Day Camp Program that provides Literacy, Math, Science, and educational field trips 15000 CARDINAL SHEHAN CENTER 1494 MAIN ST BRIDGEPORT CT 06604 N/A PC To fund the organization's kindergarten through 8th grade tutoring program 15000 CAROLINE HOUSE INC 574 STILLMAN ST BRIDGEPORT CT 06608 N/A PC To provide funds to support the Mother and Child Literacy Program 12000 CARVER FOUNDATION OF NORWALK INC 7 ACADEMY ST NORWALK CT 06850 N/A PC To fund activities at the new Carver Foundation's Bridgeport location 20000 CARVER FOUNDATION OF NORWALK INC 7 ACADEMY ST NORWALK CT 06850 N/A PC To fund an after school program for 5th grade students at the Kendall Elementary School, a high-needs Norwalk public school 20000 CATHOLIC ACADEMY OF BRIDGEPORT 63 PEQUONNOCK ST BRIDGEPORT CT 06604 N/A PC To provide financial assistance 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 CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC 238 JEWETT AVE BRIDGEPORT CT 06606 N/A PC To strengthen the organization's food pantries at New Covenant Center in Stamford and The Thomas Merton Center in Bridgeport and to establish a food pantry at the Room to Grow pre-school program in Norwalk 15000 CHILDRENS DYSLEXIA CENTERS INC 529 HIGHLAND AVE WATERBURY CT 06708 N/A PC To support children and their families overcome the obstacles of dyslexia 10000 DARIEN DOMESTIC ABUSE COUNCIL INC 32 SEDGEWICK VILLAGE LN DARIEN CT 06820 N/A PC education awareness and prevention of domestic abuse in Darien, CT 7500 DARIEN DOMESTIC ABUSE COUNCIL INC 32 SEDGEWICK VILLAGE LN DARIEN CT 06820 N/A PC To help to promote the education, awareness and prevention of domestic abuse in the community of Darien, CT 1000 DOMESTIC VIOLENCE CRISIS CENTER 1111 SUMMER ST STE 203 STAMFORD CT 06905 N/A PC To fund services, support and education for the elimination and prevention of domestic violence in Connecticut 20000 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 EXCHANGE CLUB OF NEW CANAAN FOUNDATION INC PO BOX 1163 NEW CANAAN CT 06840 N/A PC To help fund services that prevent child abuse 10000 FOUNDATION FOR EXCELLENCE IN BRIDGEPORT PUBLIC SCH 45 LYON TERRACE STE 324 BRIDGEPORT CT 06604 N/A PC To fund costs for an Academic Interventionist at the Barnum School 13959 FOUNDATIONS IN EDUCATION INC 238 JEWETT AVE BRIDGEPORT CT 06606 N/A PC To support tuition assistance for low-income students who attend elementary schools in the Diocese of Bridgeport Scholarship 10000 FOUNDATIONS IN EDUCATION INC 238 JEWETT AVE BRIDGEPORT CT 06606 N/A PC To support Catholic education in Fairfield County by providing tuition assistance to families in need 10000 FUTURE 5 INC 135 ATLANTIC ST STAMFORD CT 06901 N/A PC To support the organization's work in providing college prep, job prep and tutoring of low-income high school students 10000 GREATER CONNECTICUT YOUTH ORCHESTRAS INC PO BOX 645 FAIRFIELD CT 06824 N/A PC scholarship fund 5000 INSTITUTE OF CHRIST THE KING SOVEREIGN PRIEST INC 6415 S WOODLAWN AVE CHICAGO IL 60637 N/A PC annual scholarship fund to be used towards the education, room and board of the seminarian(s) who serves in the Church of Saints Cyril and Methodius, Bridgeport, CT 20000 MCGIVNEY COMMUNITY CENTER INC 338 STILLMAN ST BRIDGEPORT CT 06608 N/A PC Provide Bridgeport children a seven-week Summer Camp 15000 MCGIVNEY COMMUNITY CENTER INC 338 STILLMAN ST BRIDGEPORT CT 06608 N/A PC After School Program 15000 MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED 637 PARK AVE BRIDGEPORT CT 06604 N/A PC Literacy and life skills tutoring program 15000 MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED 637 PARK AVE BRIDGEPORT CT 06604 N/A PC Literacy and Life Skills Tutoring Program women with the opportunity to learn English, advance their educations, earn a high school diploma and gain essential life skills including financial literacy 15000 NEW CANAAN COMMUNITY FOUNDATION INC 111 CHERRY ST NEW CANAAN CT 06840 N/A PC To facilitate charitable giving with aid going to organizations that support children, education and cultural programs 25000 NEW CANAAN LIBRARY INC 151 MAIN ST NEW CANAAN CT 06840 N/A PC Capital Campaign 25000 NEW CANAAN NATURE CENTER ASSOCIATION INC 144 OENOKE RDG NEW CANAAN CT 06840 N/A PC Haley Nature & Science Education Program 11718 NEW CANAAN NATURE CENTER ASSOCIATION INC 144 OENOKE RDG NEW CANAAN CT 06840 N/A PC Haley Nature & Science Education Program 13073 NOROTON HEIGHTS DEPOT INC 25 HEIGHTS RD DARIEN CT 06820 N/A PC Mental health initiatives 20000 NORWALK HOUSING FOUNDATION INC PO BOX 508 NORWALK CT 06856 N/A PC To fund the organization's educational initiatives for housing residents that include early childhood, after-school learning, and the College Scholarship fund 10000 OPERATION SMILE INC 3641 FACULTY BLVD VIRGINIA BEACH VA 23453 N/A PC To support the work provided by Operation Smile in providing free surgeries for children and young adults born with cleft lip, cleft palate or other dental and facial conditions 10000 PERSON TO PERSON INC 1864 POST RD DARIEN CT 06820 N/A PC scholarship fund for ten students to attend a local vocational program and administrative costs 60000 PIVOT COMMUNITY DEVELOPMENT CORPORATION 12 RICHMONDVILLE AVE WESTPORT CT 06880 N/A PC To fund job training programs, supportive housing, and social services by helping those in need become productive members of the community of Bridgeport 25000 SHEPHERDS INC PO BOX 1756 DARIEN CT 06820 N/A PC financial support for two inner-city Connecticut high school students to attend a non-public, college preparatory high school 30000 SHRINERS HOSPITALS FOR CHILDREN - BOSTON 51 BLOSSOM ST BOSTON MA 02114 N/A PC to support treatment of children at the Boston location 15000 SPECIAL OLYMPICS CONNECTICUT INC 2666 STATE ST STE 1 HAMDEN CT 06517 N/A PC to support local Special Olympic programs in Fairfield County 15000 ST JUDE CHILDRENS RESEARCH HOSPITAL INC 501 ST JUDES PL MEMPHIS TN 38105 N/A PC To support the work performed by St. Jude's in treating childhood cancer and other life-threatening diseases 10000 STS CYRIL AND METHODIUS CHURCH 79 CHURCH ST BRIDGEPORT CT 06608 N/A PC General & Unrestricted 1000 STS CYRIL AND METHODIUS CHURCH 79 CHURCH ST BRIDGEPORT CT 06608 N/A PC Repairs fund for the church's lower front tower 50000 STS CYRIL AND METHODIUS CHURCH 79 CHURCH ST BRIDGEPORT CT 06608 N/A PC To fund an engineering study that will identify energy and infrastructure improvements to the church building 15000 STS CYRIL AND METHODIUS CHURCH 79 CHURCH ST BRIDGEPORT CT 06608 N/A PC To fund demolition of the convent building on the grounds of the Church 198500 STS CYRIL AND METHODIUS CHURCH 79 CHURCH ST BRIDGEPORT CT 06608 N/A PC To fund the church's Bell Tower Restoration 116600 STS CYRIL AND METHODIUS CHURCH 79 CHURCH ST BRIDGEPORT CT 06608 N/A PC To fund the front landscape improvements 6000 STS CYRIL AND METHODIUS CHURCH 79 CHURCH ST BRIDGEPORT CT 06608 N/A PC To fund the front wrought iron fencing improvements 4000 STS CYRIL AND METHODIUS CHURCH 79 CHURCH ST BRIDGEPORT CT 06608 N/A PC To fund the repair of the wood rot uncovered during the Bell Tower restoration 40000 THE CATHEDRAL PARISH 359 WASHINGTON AVE Bridgeport CT 06604 N/A PC Sanctuary restoration of St. Patrick's Church 15000 THE CATHEDRAL PARISH 359 WASHINGTON AVE Bridgeport CT 06604 N/A PC To provide funds to prevent future water damage in the Sanctuary of St. Patrick's Church 15000 THE CENTER FOR FAMILY JUSTICE INC 753 FAIRFIELD AVE BRIDGEPORT CT 06604 N/A PC To support the organization's Camp HOPE in Connecticut 5000 THE CENTER FOR FAMILY JUSTICE INC 753 FAIRFIELD AVE BRIDGEPORT CT 06604 N/A PC To support the organization's work in eliminating violence and abuse through education, intervention, advocacy, and community collaboration 10000 THE MATTHEW GAFFNEY FOUNDATION INC 2704 LONG RIDGE RD STAMFORD CT 06903 N/A PC Gaffney Program 2019-2020 Scholarship fund 25500 THE SALVATION ARMY - BRIDGEPORT CORPS 30 ELM ST BRIDGEPORT CT 06604 N/A PC General & Unrestricted 15000 THE SALVATION ARMY - BRIDGEPORT CORPS 30 ELM ST BRIDGEPORT CT 06604 N/A PC To support Pathway of Hope, a Salvation Army project aimed at helping families living in Bridgeport overcome inter-generational poverty and achieve stability 10000 THE ST THERESA'S ROMAN CATHOLIC CHURCH 5301 MAIN ST TRUMBULL CT 06611 N/A PC To help fund a Summer Film Workshop for greater Bridgeport area children that will expose children to the art of Catholic Film Making 9150 THE ST THERESA'S ROMAN CATHOLIC CHURCH 5301 MAIN ST TRUMBULL CT 06611 N/A PC One Book reading program 5000 WILKES UNIVERSITY 84 W S ST WILKES BARRE PA 18766 N/A PC John and Ethel Kashulon Foundation Endowed Scholarship fund 100000 1475000 14 63209 14 597736 18 130993 K-1 Inc/Loss 525990 -2933 14 1 Sec 751 Gain on Sale of Ptshp 525990 3703 770 791939 792709 false false false false false false false false false false UBS Financial Services investment mgmt AT&T INC - 4.125% - 02/17/2026 148823 162591 BANK AMER CORP - 4.450% - 03/0 249519 274324 BANK OF AMERICA SR NOTE - 2.25 246310 250235 BEAL BANK USA - 1.950% - 02/12 239868 240089 CBS CORP - 4.000% - 01/15/2026 195406 214300 GOLDMAN SACHS BND - 2.600% - 0 247538 250323 INTERNATIONAL PAPER - 3.800% - 196202 213478 JP MORGAN - 2.800% - 02/28/202 239760 240394 KROGER CO NOTE CALL MAKE WHOLE 239275 263613 MERCHANTS BK - 1.650% - 05/20/ 239942 239990 MORGAN STANLEY - 5.000% - 11/2 260282 281602 MYLAN NV - 3.950% - 06/15/2026 36076 41701 QUALCOMM - 2.250% - 05/20/2020 245993 250653 ROPER TECHNOLOGIES INC - 3.850 196161 215610 SALLIE MAE BK - 1.700% - 11/22 239364 239974 TIME WARNER INC - 3.875% - 01/ 194298 208868 UNITED TECHNOLOGIES CORP NOTE 245018 249976 WELLS FARGO CO - 4.100% - 06/0 217298 237250 3M CO 148440 132315 ABBVIE INC 88777 88540 ALERIAN MLP ETF 98999 76500 ALPHABET INC CL C 162414 200553 ALTRIA GROUP INC 332179 257037 AMAZON COM 292192 295654 AMERICAN BEACON SOUND POINT FL 283606 264781 AMERICAN FDS, AMERICAN HIGH IN 205765 210125 AMERICAN FUNDS BALANCED PORT C 831128 861346 AMERICAN FUNDS GLOBAL GROWTH P 293370 300327 AMERICAN FUNDS GROWTH PORTFOLI 291131 308741 APPLE INC 150305 220238 ARCHER DANIELS MDLND 120135 139050 AT&T, INC 226902 266916 BANK OF AMERICA CORP 110993 140880 BOEING CO 180920 162880 BP PLC SPONSORED ADR 127995 113220 BRISTOL-MYERS SQUIBB CO 122054 160475 CARNIVAL CORP 147528 152490 CHECK POINT SOFTWARE TECHNOLOG 111911 110960 CHUBB LIMITED 103880 112075 CISCO SYSTEMS INC 199005 239800 COMERICA INC 103301 93275 CORTEVA INC 47622 39403 CVS CAREMARK CORP 98348 118864 DOW CHEMICAL PV 153402 149577 DU PONT DE NEMOURS 213543 169039 DUKE ENERGY CO 46548 54726 EXXON MOBIL CORP 286879 258186 FEDEX CORPORATION 199644 128529 FIDELITY ADVISOR REAL ESTATE I 204531 202482 GARRETT MOTION INC 1061 679 GENERAL ELECTRIC CO 79712 44640 GOLDMAN SACHS GROUP 95511 93122 HONEYWELL INTL 94464 120360 ILLINOIS TOOL WORKS 50257 57482 INT'L FLAVORS & FRAGRANCES INC 76531 77412 INTEL CORP 294903 359100 INTERNATIONAL BUSINESS MACHINE 178348 154146 INTERNATIONAL PAPER CO 162003 138150 ISHARES MSCI INDIA ETF 97698 94905 JOHNSON & JOHNSON 269845 291740 KBW REGIONAL BANKING ETF 60367 58250 KEYCORP 124155 151800 KINDER MORGAN INC 128005 148190 LENNAR CORP 52214 55790 LOCKHEED MARTIN CORP 82557 116814 MCDONALD'S CORP 3110621 3687402 MEDTRONIC PLC 144152 198538 MERCK & CO INC 144084 227375 METLIFE INC 154602 152910 MORGAN STANLEY 50196 50098 NEW WORLD FUND, INC (F2) 106854 118251 OLIN CP 73596 60375 PEOPLE'S UNITED FINANCIAL, INC 131268 126750 PEPSICO INC 97614 136670 PFIZER INC 246060 274260 PPL CORPORATION 128094 161460 PROCTER GAMBLE CO 385079 578911 PRUDENTIAL FINCL INC 148294 140610 REGIONS FINANCIAL CORP 118947 137280 RESIDEO TECHNOLOGIESINC COM 2926 1348 ROYAL DUTCH SHEL PLC SPONS ADR 251128 240480 SELECT SECTOR SPDR ENERGY FUND 150142 134490 SIX FLAGS ENTERTAINMENT CORPOR 96177 90220 TAPESTRY INC 75030 67425 THE CHEMOURS CO 80663 72360 UBS ULTRA SHORT INCOME FUND CL 2068522 2070583 UNITED PARCEL SERVICE 114808 117060 UNITED TECHNOLOGIES CORP 122790 149760 VANGUARD FTSE EUROPEAN ETF 158281 159392 VERIZON COMMUNICATIONS 196989 214900 VISA INC 49837 86434 VODAFONE GROUP PLC 158183 110761 WABTEC 1616 1634 WALT DISNEY HOLDINGS CO 152343 218391 WELLS FARGO & CO 103510 107600 947820 989970 Administrative Fees 49930 49930 Bank Charges 203 203 K-1 Exp CEDAR FAIR LP 322 Office Supplies 1387 1387 Postage/Delivery Service 140 140 State or Local Filing Fees 25 25 K-1 Inc/Loss CEDAR FAIR LP -2932 1 Sec 751 Gain on Sale CEDAR FAIR LP 3703 Investment Management Services 161621 161621 DESIGN SERVICES 5640 5640 990-PF Estimated Tax for 2019 6700