2025-11-10T08:38:58-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 426053380 Lennox Foundation % Foundation Source LENN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 John P Zink Treasurer 8008391754 2025-11-07 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 81203246 X 0 X 109198 109198 1262360 1262360 4994315 10120064 4994315 163433 187702 6529306 6553575 0 111303 111303 85900 31459 31459 265684 150720 114797 494346 262023 146256 4185258 4185258 4679604 262023 4331514 1849702 6291552 0 2563134 4215595 4215595 29622635 29125294 63030165 8851658 9546240 13957486 41037427 42887129 81203246 0 0 X 41037427 42887129 41037427 42887129 41037427 42887129 41037427 1849702 42887129 42887129 Publicly-traded Securities 10120064 5266735 4853329 4853329 Passthrough K1 Capital Gain/(Loss) 140986 4994315 87453 87453 87453 67915 0 20800 88715 X 0 1262 1262 false false false false false true true false true true IA 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 true false false true false false false false Ryan Billingsley Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Nick Booth Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Sec 1.0 0 0 0 Evan Brown Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Katie Concannon Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Chair 1.0 0 0 0 Jovan James Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Kristin Krahmer Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Sec 1.0 0 0 0 Linnea Medsker Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Kasey Mossey Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Laura Newman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Megan Norris Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Sec 1.0 0 0 0 Will Norris Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Elizabeth Puchir Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Pete Schmidt Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Jeff Storey Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Chair 1.0 0 0 0 John Zink Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Treas 1.0 0 0 0 Foundation Source 55 Walls Drive SUITE 302 Fairfield CT 06824 Administrative 112051 Mercer Investment Counsulting 99 HIGH ST FL 8 BOSTON MA 021102356 Investment Mgmt 111303 62058117 2761099 13957486 78776702 0 78776702 1181651 77595051 3879753 3879753 87453 87453 3792300 3792300 3792300 4331514 0 0 0 0 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General & Unrestricted 1500 FIRST PLACE FOR YOUTH 426 17TH ST STE 100 OAKLAND CA 94612 N/A PC General & Unrestricted 7500 FOOD BANK FOR MONTEREY COUNTY 353 W ROSSI ST SALINAS CA 93907 N/A PC General & Unrestricted 7500 FOOD BANK OF THE ROCKIES PO BOX 1540 EVANSVILLE WY 82636 N/A PC General & Unrestricted 6500 FOUNDATION FOR ICHTHYOSIS AND RELATED SKIN TYPES PO BOX 1067 LANSDALE PA 19446 N/A PC Expanding the Impact of FIRST's Research Program and Engaging the FIRST Community in Advancing Research 75950 FRATERNITY WITHOUT BORDERS US CORP 415 EAST 75TH ST APT 8 NEW YORK NY 10021 N/A PC Madagascar Project 7500 FRATERNITY WITHOUT BORDERS US CORP 415 EAST 75TH ST APT 8 NEW YORK NY 10021 N/A PC Madagascar project 7500 FRIDAY FOOD BAG FOUNDATION PO BOX 1186 CHEYENNE WY 82003 N/A PC General & Unrestricted 2500 FRIENDS OF COLORADO AVALANCHE INFORMATION CENTER 29514 CANTERBURY CIR EVERGREEN CO 80439 N/A PC General & Unrestricted 7500 FRIENDS OF PORTLAND ADULT EDUCATION PO BOX 3185 PORTLAND ME 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7500 THE TREEHOUSE FOUNDATION INC 1 TREEHOUSE CIR EASTHAMPTON MA 01027 N/A PC General & Unrestricted 5000 THE TREEHOUSE FOUNDATION INC 1 TREEHOUSE CIR EASTHAMPTON MA 01027 N/A PC Treehouse Video Library 100000 THE UCLA FOUNDATION FUND #6695 2428 SANTA MONICA BLVD SUITE 308 SANTA MONICA CA 90404 N/A PC Airway Education Fund 7500 THE UCLA FOUNDATION PO BOX 7145 PASADENA CA 91109 N/A PC Airway Education Fund 7500 UNACCOMPANIED STUDENTS INITIATIVE PO BOX 22103 CHEYENNE WY 82003 N/A PC General & Unrestricted 1500 UNION OF CONCERNED SCIENTISTS INC 2 BRATTLE SQ CAMBRIDGE MA 02138 N/A PC General & Unrestricted 2500 UNIVERSITY OF MAINE PO BOX 370 ORONO ME 04473 N/A PC UMF Sweatt-Winter Nature Based Early Childhood Expanded Playground Project 100000 UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC 134 HICKS WAY MEMORIAL HALL AMHERST MA 01003 N/A PC Minute Fund - Men's Ultimate Frisbee A-team 2500 UNIVERSITY OF WYOMING 1000 E UNIVERSITY AVE DEPT 4330 LARAMIE WY 82071 N/A GOV Wyoming Public Media General support 1000 VETERANS OUTREACH CENTER INC 447 S AVE ROCHESTER NY 14620 N/A PC General & Unrestricted 7500 WEB DU BOIS CENTER FOR FREEDOM AND DEMOCRACY INC 9 ELM CT 1 GREAT BARRINGTON MA 01230 N/A PC General & Unrestricted 7500 WITH LOVE OREGON 13500 SW PACIFIC HWY STE 58 137 TIGARD OR 97223 N/A PC General & Unrestricted 3000 WOOD RIVER LAND TRUST COMPANY 119 E BULLION ST HAILEY ID 83333 N/A PC Office Expansion Project 7500 WOOD RIVER LAND TRUST COMPANY 119 E BULLION ST HAILEY ID 83333 N/A PC Expanding our Office to Expand our Impact 100000 WORLD BICYCLE RELIEF NFP 1000 W FULTON MARKET 4TH FL CHICAGO IL 60607 N/A PC General & Unrestricted 7500 WORLD IS JUST A BOOK AWAY 2309 SANTA MONICA BLVD 513 SANTA MONICA CA 90404 N/A PC fund for library restoration and books 7500 WORLD IS JUST A BOOK AWAY 2309 SANTA MONICA BLVD 513 SANTA MONICA CA 90404 N/A PC General & Unrestricted 7500 WORLD IS JUST A BOOK AWAY 2309 SANTA MONICA BLVD 513 SANTA MONICA CA 90404 N/A PC Restoration of libraries in Indonesia, including Horse Library 7500 WORLD IS JUST A BOOK AWAY 2309 SANTA MONICA BLVD 513 SANTA MONICA CA 90404 N/A PC Library restoration in Indonesia 7500 WORLD WILDLIFE FUND 810 N ST 300 ANCHORAGE AK 99501 N/A PC WWF Arctic Program 7500 WORLD WILDLIFE FUND INC 1250 24TH ST NW WASHINGTON DC 20037 N/A PC General & Unrestricted 3250 WYOMING HUMANITIES COUNCIL PO BOX 400 LARAMIE WY 82073 N/A PC General & Unrestricted 2500 YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTHEAST VENT 31105 THOUSAND OAKS BLVD WESTLAKE VILLAGE CA 91362 N/A PC Find My Genius Afterschool STEAM Activities and Simi Valley Family YMCA Community Hub Development 50000 4185258 14 109198 14 1262360 18 4994315 K-1 Inc/Loss 525990 -24469 14 187702 FEDERAL REFUND 01 200 -24469 6553775 6529306 false false false false false false false false false false HUMAN RIGHTS ACADEMY KOLSTADGATA 1 Oslo NO 0652 2023-05-31 90557 HUMAN RIGHTS EDUC TOOLKIT FOR PEOPLE WITH DISABILITIES WOMEN/YOUTH AND MINORITY BACKGROUND 90557 NO 4/11/24, 4/17/24 NONE NECESSARY HUMAN RIGHTS ACADEMY KOLSTADGATA 1 Oslo NO 2024-05-28 89000 to support the human rights and environment project 89000 NO 05/22/2025, 05/30/2025 NONE NECESSARY STUDENT ENGERY 324-309 WEST CORDOVA ST VANCOUVER CA V6B 1E5 2024-07-02 50000 To support the career training project 18417 NO 05/28/2025 NONE NECESSARY FORM 990-PF FORM 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. FORM 8865 FORM 8865 The Foundation has prepared these forms to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. FORM 926 FORM 926 The Foundation has prepared these forms to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. COHEN & STEERS GLOBAL REALTY S 946980 757848 CONESTOGA SMID CAP FUND INSTIT 738942 871486 DOUBLELINE TOTAL RETURN BOND 3397250 3029244 LENNOX INTL INC 169070 29821587 LSV SMALL CAP VALUE FUND 1147717 1828586 MERCER EMERGING MARKETS EQUITY 5279199 3503482 MFS INTL INTRINSIC VALUE FD I 1892745 2055531 PIMCO INCOME FUND 1201902 1233203 TRANSAMERICA INTERNATIONAL EQU 2306466 2618657 VANGUARD 500 INDEX FUND ADM 5346351 10465365 VANGUARD DEVELOPED MARKETS IDX 3008265 3110598 VANGUARD TOTAL BOND MARKET IND 3690407 3734578 MERCER HEDGE FUND INVESTORS SP 4185719 6911930 MERCER PRIVATE INV PTNS IV LP 798334 1358954 MERCER PRIVATE INV PTNS V LP 1074328 1637388 MERCER PRIVATE INV PTNS, LP 39328 984 MERCER PRIVATE INVESTMENT PART 1272903 1588318 MERCER PRIVATE INVESTMENT PART 2175628 2459912 Administrative Fees 112051 112051 Indemnification Insurance 2736 2736 K-1 EXP MERCER PRIV INV PT IV 20169 20107 K-1 EXP MERCER PRIV INV PT V 33849 33788 K-1 EXP MERCER PRIV INV PT LP 606 605 K-1 EXP MERCER PRIV INV PT VI 40852 40835 K-1 EXP MERCER PRIV INV PT VII 55411 55385 Postage/Delivery Service 10 10 K-1 Inc/Loss MERCER PRIVATE INV PTNS IV LP 37960 39634 K-1 Inc/Loss MERCER PRIVATE INV PTNS V LP 28217 32075 K-1 Inc/Loss MERCER PRIVATE INV PTNS, LP 953 890 K-1 INC/LOSS MERCER PRIVATE INV PTNS VI 21488 26863 K-1 INC/LOSS MERCER PRIVATE INV PTNS VII 74615 88240 federal refund 200 Investment Management Services 111303 111303 990-PF Estimated Tax for 2024 65400 990-PF Extension for 2023 20500