2025-10-09T16:06:51-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 200413209 W F Whitman Family Foundation Inc % Foundation Source WFWH 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Laura B Whitman President 8008391754 2025-10-07 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 7606481 X 157459 13443 13443 203124 203124 359099 4568285 359099 1872 1872 734997 577538 0 42976 42976 5322 2122 26230 561 25669 74528 45659 25669 336750 336750 411278 45659 362419 323719 531879 0 181460 161110 161110 4293045 4552070 5354851 1761852 1831896 1834802 202035 217035 255718 6438392 6762111 7606481 0 0 X 6438392 6762111 6438392 6762111 6438392 6762111 6438392 323719 6762111 6762111 Publicly-traded Securities 4568285 4209186 359099 359099 7393 7393 7393 7009 0 700 7709 X 0 316 316 false false false false false false false true true FL 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 Thomas C Danziger FOUNDATION SOURCE 501 SILVERSIDE RD wilmington DE 198091377 Dir 1.0 0 0 0 Heather B Warren FOUNDATION SOURCE 501 SILVERSIDE RD wilmington DE 198091377 Dir 1.0 0 0 0 Laura B Whitman FOUNDATION SOURCE 501 SILVERSIDE RD wilmington DE 198091377 Dir, Pres, Sec 1.0 0 0 0 W Fifield Whitman III FOUNDATION SOURCE 501 SILVERSIDE RD wilmington DE 198091377 Dir, VP, Treas 1.0 0 0 0 7143465 265241 255718 7664424 0 7664424 114966 7549458 377473 377473 7393 7393 370080 370080 370080 362419 0 0 0 0 362419 370080 331038 362419 331038 31381 0 0 338699 0 0 NONE X AMERICAN MUSEUM OF NATURAL HISTORY 200 CENTRAL PARK W NEW YORK NY 10024 N/A PC Chairman's FUND 100000 BLUE HILL MEMORIAL HOSPITAL INC PO BOX 604 BLUE HILL ME 04614 N/A PC Funds FOR construction of new CT room 25000 COLD SPRING HARBOR LABORATORY 1 BUNGTOWN RD COLD SPRING HARBOR NY 11724 N/A PC General & Unrestricted 2000 COLD SPRING HARBOR LABORATORY ASSOCIATION INC PO BOX 100 COLD SPG HBR NY 11724 N/A PC General & Unrestricted 25000 FRIENDS OF ACADIA PO BOX 45 BAR HARBOR ME 04609 N/A PC General & Unrestricted 10000 FRIENDS OF THE COLD SPRING HARBOR FISH HATCHERY IN 1660 RTE 25A COLD SPG HBR NY 11724 N/A PC General & Unrestricted 2000 MOUNT DESERT ISLAND BIOLOGICAL LABORATORY 159 OLD BAR HARBOR RD BAR HARBOR ME 04609 N/A PC General & Unrestricted 6000 MOUNT DESERT ISLAND HOSPITAL 10 WAYMAN LN BAR HARBOR ME 04609 N/A PC General & Unrestricted 11000 MOUNT DESERT NURSING ASSOCIATION PO BOX 397 NORTHEAST HARBOR ME 04662 N/A PC General & Unrestricted 1500 NORTHEAST HARBOR SAILING SCHOOL 48 S SHORE RD NORTHEAST HARBOR ME 04662 N/A PC The Sailing School Preservation Initiative 20000 OLD WESTBURY GARDENS INC PO BOX 430 OLD WESTBURY NY 11568 N/A PC General & Unrestricted 2000 OPERA HOUSE ARTS PO BOX 56 STONINGTON ME 04681 N/A PC Live! for $5 Series 45000 PENNYS FLIGHT FOUNDATION INC 63 FOREST AVE LOCUST VALLEY NY 11560 N/A PC General & Unrestricted 10000 PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE 700 EXCHANGE ST MIDDLEBURY VT 05753 N/A PC General & Unrestricted 25000 SCYC PRESERVATION FOUNDATION INC 314 YACHT CLUB RD OYSTER BAY NY 11771 N/A PC To aid the refurbishments of the SCYC Jr. Club; bring the building and its facilities to code standards 10000 ST JOHNS CHURCH PO BOX 266 COLD SPRING HARBOR NY 11724 N/A PC General & Unrestricted 1500 TAFT SCHOOL CORPORATION 110 WOODBURY RD WATERTOWN CT 06795 N/A PC General & Unrestricted 5000 TRUSTEES OF PHILLIPS ACADEMY 180 MAIN ST ANDOVER MA 01810 N/A PC General & Unrestricted 500 WILLIAMS COLLEGE 75 PARK ST WILLIAMSTOWN MA 01267 N/A PC General & Unrestricted 35250 336750 14 13443 14 203124 18 359099 CLASS ACTION LAWSUIT PROCEEDS 01 1872 577538 577538 false false false false false false false false false false X X 1 WHITMAN CLUT DATED 22505 2 Riverview Rd Hobe Sound FL 33455 157459 X ABBOTT LABORATORIES - 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3.450% - 0 4584 4862 CANADIAN IMPERIAL BANK OF COMM 19643 20058 CAPITAL ONE FINL CORP - 4.927% 18456 18937 CARDINAL HEALTH INC - 5.450% - 15265 14949 CIBC - 3.600% - 04/07/2032 7140 7179 CIGNA CORP - 2.400% - 03/15/20 12639 13125 CITIGROUP INC NOTE - 2.561% - 31163 31345 COMCAST CORP NEW NOTE - 3.200% 28757 28276 CONSTELLATION BRANDS INC - 3.6 17159 17288 CROWN CASTLE INC NOTE - 3.700% 16227 16726 CVS HEALTH CORP NOTE CALL MAKE 15518 15481 DELL INT LLC / EMC CORP - 4.90 13862 14041 DISCOVER FINL SVCS NOTE - 4.50 4863 4979 DOLLAR GEN CORP - 5.200% - 07/ 9917 10034 DOMNION ENERGY INC - 5.950% - 6170 6170 DOW CHEMICAL CO - 5.150% - 02/ 13896 13693 DOW CHEMICAL CO SER B - 4.800% 10895 10938 DOW DUPONT - 4.493% - 11/15/20 6903 6983 EBAY INC - 2.700% - 03/11/2030 19431 19741 EMERA US FIN LP - 3.550% - 06/ 18822 19591 ENBRIDGE INC MTN CDS- NOTE CAL 5711 5994 ENERGY TRANSFER L P NOTE - 5.7 8098 8110 EVERSOURCE ENERGY - 5.950% - 0 15458 15371 FISERV INC - 3.200% - 07/01/20 14587 14671 FORTIVE CORP SER B NOTE - 3.15 15967 16611 FOX CORP SER B - 4.709% - 01/2 21657 21745 GENERAL MTRS FINL CO INC NOTE 11714 12556 GILEAD SCIENCES, INC - 4.000% 12482 12360 GLOBAL PAYMENTS INC - 3.200% - 2603 2749 GLOBAL PMTS INC NOTE - 2.150% 4402 4739 HEWLETT PACKARD - 4.900% - 10/ 5986 6000 HOME DEPOT INC NOTE MAKE WHOLE 5353 5263 HUMANA INC - 5.375% - 04/15/20 19178 18847 INTEL CORP - 2.000% - 08/12/20 20721 20138 INTEL CORP - 5.150% - 02/12/20 7958 7677 JP MORGAN CHASE - 2.580% - 04/ 10194 10296 JPMORGAN CHASE & CO NOTE - 2.9 16445 16424 JPMORGAN CHASE - 1.953% - 02/0 5732 5803 KIMCO REALTY CORP NOTE CALL MA 19911 18270 KINDER MORGAN INC DEL NOTE - 5 15809 15611 KRAFT HEINZ FOOD - 5.000% - 07 15860 15496 L3HARRIS TECHNOLOGIES INC - 3. 6881 6889 L3HARRIS TECHNOLOGIES INC - 4. 8934 8841 LOWES COS INC NOTE - 2.625% - 19078 19121 MARATHON PETE CORP - 4.700% - 15882 15982 MITSUBISHI UFJ FINANCIAL GROUP 16739 16571 MOODYS CORP - 2.000% - 08/19/2 18996 19110 MORGAN STANLEY SER I MTN CALL 29190 30675 MPLX LP 4.0% 03/15/2028 - 4.00 16470 14551 NASDAQ - 5.350% - 06/28/2028 15306 15216 NASDAQ - 5.550% - 02/15/2034 6066 6056 NISOURCE INC - 2.950% - 09/01/ 10450 10983 NORFOLK - 5.050% - 08/01/2030 19104 19189 NUTRIEN LTD - 4.900% - 03/27/2 26824 26990 NXP BV / NXP FUNDING LLC / NXP 7543 7577 NXP BV/NXP FUNDING LLC - 2.500 16312 16201 ORACLE CORP - 2.800% - 04/01/2 7652 7682 ORACLE CORP - 2.950% - 04/01/2 14916 15355 PFIZER INC - 4.000% - 12/15/20 32004 31212 PHILP MORRIS - 5.375% - 02/15/ 19220 19041 PIEDMONT NATURAL GAS - 3.500% 28204 28277 PNC FIN SVCS - 2.550% - 01/22/ 10378 10655 PRUDNTIAL FIN - 5.700% - 12/14 30186 29780 REALTY INCOME CORP - 2.850% - 26106 26158 REALTY INCOME CORP - 4.900% - 5796 5817 ROPER TECHNOLOGIES INC - 1.400 19972 18317 ROYALTY PHARMA PLC - 2.150% - 7306 7380 SABINE PAS - 5.000% - 03/15/20 30946 31064 SIMON PPTY - 1.750% - 02/01/20 33625 34782 SMUCKER JM CO - 4.250% - 03/15 9935 9970 STATE STR CORP NOTE - 2.623% - 32519 32273 STATE STR CORP NOTE - 5.820% - 6100 6171 STATE STREET - 5.684% - 11/21/ 3081 3083 STEEL DYNAMICS INC NOTE - 2.40 14943 14823 SUMITOMO MITSUI FIN GRP INC NO 12186 12915 SUMITOMO MITSUI FINANCIAL - 3. 6504 6781 SUNCOR ENERGY INC NEW NOTE - 5 19841 19682 SYNCHRONY FINL - 3.700% - 08/0 8329 8803 TD BANK - 3.200% - 03/10/2032 27319 27091 TELEDYNE TECHNOLOGIES INC - 2. 21541 22098 THE BANK OF NOVA SCOTIA - 2.45 30114 30054 TORONTO DOMINION BANK MTN - 4. 2867 2951 TRANSCANADA PIPELINES - 4.100% 18812 18991 TRUIST FINL CORP - 1.887% - 06 28615 29770 US BANCORP - 2.677% - 01/27/20 5837 5909 US BANCORP MTN - 4.548% - 07/2 15796 15867 VERIZON - 3.000% - 03/22/2027 19990 19317 WASTE CONNECTIONS INC - 2.600% 12078 12521 XCEL ENERGY INC - 3.400% - 06/ 14200 14677 ABB LTD 7042 11870 ABBOTT LABS 14923 15270 ABBVIE INC 21465 21679 ACADIA HEALTHCARE CO INC 4836 5908 ACCENTURE PLC 6024 7739 ACCURAY INCORPORATED 2652 1194 ADEIA INC 4529 4879 ADOBE SYSTEMS, INC 13632 14230 AERCAP HOLDING N.V 4054 12824 AFLAC INC 6352 7344 AGILENT TECHNOLOGIES INC 1470 1478 AIA GROUP LTD ADR 6787 4179 AIR PRODS & CHEM INC 2100 2030 AIRBUS GROUP 5789 7808 ALIGHT ORD SHS CLASS A 4156 3578 ALLETE INC 4101 4795 ALLSTATE CORP 10167 11953 ALPHABET INC CL A 95802 160336 ALPHABET INC CL C 13012 18854 AMADEUS IT HLDS SA 8913 10228 AMAZON COM 17979 32689 AMER INTERNATIONAL GROUP INC 18710 17618 AMEREN CORPORATION 5945 5705 AMERICA MOVIL SA 2370 1803 AMERICAN ELECTRIC POWER INC 8148 7378 AMERICAN TOWER REIT INC 11370 10821 AMERIPRISE FINANCIAL INC 2564 3195 AMETEK INC 15255 16223 AMGEN INC 5537 4431 AMNEAL PHARMACEUTICALS INC 2550 2970 AMPHENOL CORPORATION 16756 23127 ANALOG DEVICES INC 25666 26133 ANHEUSER BUSCH COS INC 5299 4456 APPLE INC 71283 106429 ARCH CAPITAL GROUP LTD 34260 31861 ARCOSA INC 4224 6385 ASHTEAD GROUP PLC 3231 2445 ASML HOLDING NV NY REG SHS 11561 11089 ASTRAZENECA 11683 11597 AT&T, INC 33651 42102 ATMOS ENERGY CORP 5385 6685 ATRICURE, INC. 3038 2995 AUTOMATIC DATA PROCESSING INC 12241 11709 AVANOS MEDICAL, INC. 3285 1767 AVERY DENNISON CORP 5023 9357 B&M EUROPEAN VALUE RETAIL SA A 1702 1379 BABCOCK & WILCOX ENTERPRISES I 4441 1077 BAE SYSTEMS PLC 3241 3087 BAKER HUGHES COMPANY 5734 6727 BANC OF CALIFORNIA INC 4506 4592 BANK NEW YORK MELLON CORP COM 23965 29426 BANK OF AMERICA CORP 47327 51773 BECTON DICKINSON & CO 3120 3176 BEIGENE LTD 3067 2955 BERKSHIRE HATHAWAY INC. 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INTL 18289 16846 ELEVANCE HEALTH INC 11762 9223 EMERSON ELECTRIC CO 9328 10658 ENGIE 5775 6591 ENVIRI CORPORATION 7710 4274 EOG RESOURCES INC 17409 16671 EPIROC AB 8116 7586 EQUIFAX INC 18590 18859 EQUINIX, INC 1325 1886 ESSILOR INTL ADR 7397 10378 EVERSOURCE ENERGYINC 32219 29060 EVOLUTION GAMING GROUP AB ADR 4122 3535 EXELON CORPORATION 1339 1393 EXTRA SPACE STORAGE 2757 2693 EXXON MOBIL CORP 66927 70243 FASTENAL COMPANY 9956 10499 FEDEX CORPORATION 9429 10409 FERGUSON PLC 1991 1909 FERRARI NV 4116 4248 FIDELITY NATIONAL INFORMATION 3197 4846 FIRST ENERGY CORP 5880 5848 FIRST SOLAR INC 3071 2115 FISERV, INC 2957 3081 FUJITSU LTD ADR OTC 2308 2950 GE VERNOVA 5164 6908 GEN DYNAMICS CP 18629 17127 GENERAL ELECTRIC CO 5952 8340 GENERAL MILLS INC 21751 19896 GENMAB A/S SPON 5496 2755 GENUINE PARTS COMPANY 13959 12026 GILEAD SCIENCES INC 16840 20783 GIVAUDAN SA UNSP/ADR 6273 7837 GOLDMAN SACHS TACTICAL TILT OV 179088 190929 GROUPE DANONE ADS 3988 5008 HAEMONETICS CP 5029 6246 HALMA PLC ADR 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KEURIG DR PEPPER INC 12479 10696 KEYENCE CORP FIRST SECTION COM 8463 8634 KIMBERLY CLARK CORP 13817 12973 KINDER MORGAN INC 24418 36223 KON KPN NV SPON ADR REP 1 ORD 2517 2610 KRAFT HEINZ CO 14918 12867 KROGER CO 5840 6665 KYNDRYL HOLDINGS INC 8490 18546 L'AIR LIQUIDE ADR OTC 4659 5547 L'OREAL ADR 7121 6619 L3HARRIS TECHNOLOGIES 3808 3785 LINDE PLC COM 21424 24702 LOCKHEED MARTIN CORP 3122 2916 LONDON STK EXCHANGE GROUP 9575 14669 LVMH MOET HENN UNSP 8430 7580 LYONDELLBASELL INDUSTRIES NV 34725 27406 M&T BANK CORP 3196 3948 MACOM TECHNOLOGY SOLUTIONS HOL 1106 8834 MARATHON PETROLEUM CORP 1247 1395 MARSH AND MCLENNAN COMPANIES I 5615 5310 MARUBENI CORP ADR CNV INTO 10 3583 3006 MEDTRONIC PLC 27244 25402 MERCK & CO INC 38203 34321 MERCURY COMPUTER SYSTEMS 4508 4872 META PLATFORMS INC 18899 22835 METLIFE INC 6823 7451 METTLER-TOLEDO INTL 18210 17132 MICROSOFT CORP 150428 217072 MOLINA HEALTHCARE 2166 4948 MONDELEZ INTERNATIONAL INC 9927 8302 MOODYS CORP 15934 21302 MORGAN STANLEY 37542 53431 MTU AERO ENGINES 2984 4639 N J RESOURCES CP 5344 5878 NATIONAL GRID TRANSCO PLC 3662 3149 NATWEST GROUP ADR REPRESENTING 5224 6285 NESTLE S.A 10435 7108 NETAPP, INC 4017 3831 NETEASE.COM INC COM STK 1241 1427 NETFLIX INC 11333 14261 NEWMONT GOLDCORP CORPORATION 6162 4801 NIKE INC-CL B 90 76 NINTENDO CO LTD ADR UNSPON 3355 3701 NLIGHT INC 1776 1490 NOMURA RESEARCH INST LTD 4774 5259 NORFOLK SOUTHERN CORP 5471 5633 NORTHWESTERN CORP 5358 5774 NOTORI HOLDINGS 1820 1646 NOVO NORDISK A S 11046 14451 ONEOK INC 11506 14458 ONESPAN INC 3134 3059 ORACLE CORP 21740 29329 ORASURE TECHNOLOGIES INC 3810 1487 ORMAT TECHNOLOGIES 11017 10632 OSI SYSTEMS, INC 3094 6195 PALO ALTO NETWORKS INC 2761 4003 PATTERSON COMPANIES INC COM 4009 4968 PATTERSON-UTI ENERGY INC 2648 1660 PAYCHEX 13428 15284 PEPSICO INC 44697 40448 PFIZER INC 47022 42077 PHILLIPS 66 9713 8203 PNC FINANCIAL GROUP INC 21572 25263 PORTLAND GEN ELEC 5475 5758 PPL CORPORATION 5786 5453 PROCTER GAMBLE CO 37682 37051 PROGRESSIVE CORP OHIO 8766 8626 PROLOGIS 3018 2537 PRUDENTIAL FINCL INC 31258 31173 PUBLIC SVC ENTERPRISE GROUP IN 2953 2704 QUIDELORTHO CORPORATION COM 681 757 RADWARE LTD 3250 2816 RAMBUS, INC 1465 6925 RAYMOND JAMES FINANCIAL INC 3305 4194 RAYTHEON TECHNOLOGIES CORP 13198 15738 REALTY INCOME CORP 5492 5448 RECRUIT HOLDINGS CO 3512 6273 RELX PLC 6135 8266 RESIDEO TECHNOLOGIESINC COM 5483 9750 RIBBON COMMUNICATIONS INC 5141 6298 ROCHE HOLDING LTD ADR 1751 1500 ROCKWELL AUTOMATION INC 2716 2858 ROLLS ROYCE GRP PLC S/ADR 5799 8736 ROPER INDUSTRIES 10256 11957 SAFRAN SA - UNSPON ADR 9737 17876 SALESFORCE.COM 15014 23737 SAP AKTIENGESELL ADS 20978 44810 SCHLUMBERGER LTD 10079 8857 SEMPRA ENERGY COM 11789 11228 SEMTECH CORPORATION 1151 4453 SHIN-ETSU CHEMICAL C 3687 5022 SHOPIFY INC 1048 2977 SIKA AG BEARER SHS 8289 7502 SMC CORP 6527 5538 SOUTHERN CO 1069 1070 SPOTIFY TECHNOLOGY SA 1485 1342 STANDARD BIOTOOLS INC 4400 933 STATE STREET CORPORATION 23185 27384 STATE STREET HEDGED INTL DEV E 425687 553895 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