2025-11-14T10:54:42-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 133888381 Gerald L Lennard Foundation Inc % Foundation Source GERA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Lewis Rubin Vice President 8008391754 2025-11-11 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 51842268 X 0 X 17328 17328 1028062 1022150 1423346 20109564 1423346 101683 99926 2570419 2562750 0 493602 349371 144231 33470 5319 23846 23846 138240 50717 87494 689158 405407 255571 2489333 2489333 3178491 405407 2744904 -608072 2157343 0 753227 1331674 1331674 2707 9308 2707 2707 4607671 3771652 3327063 18449509 18403469 23655570 9096559 8261922 8022955 12903572 13440350 15502299 45819846 45211774 51842268 0 0 X 45819846 45211774 45819846 45211774 45819846 45211774 45819846 -608072 45211774 45211774 Publicly-traded Securities 17835256 16487997 1347259 1347259 Passthrough K1 Capital Gain/(Loss) 33617 BLACKSTONE REAL ESTATE INCOME TRUST P 2021-05-26 2024-01-04 4322 3649 673 673 BLACKSTONE REAL ESTATE INCOME TRUST P 2021-05-26 2024-02-05 3268 2805 463 463 BLACKSTONE REAL ESTATE INCOME TRUST P 2021-05-26 2024-03-05 448 384 64 64 COOPER SQUARE OFFSHORE FUND LTD P 2021-01-27 2024-01-29 470464 650000 -179536 -179536 SCHONFELD STRATEGIC PARTNERS OFFSHORE FD LTD P 2022-04-27 2024-02-06 1006266 1000000 6266 6266 SEG PARTNERS OFFSHORE LTD P 2020-06-26 2024-01-29 789540 575000 214540 214540 1423346 29987 29987 29987 25400 0 6500 31900 X 5 1908 1908 false false false false false false false true true DE true false false false true 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 Donna Lennard Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Stacey Lennard Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Jennifer Meyerhardt Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Lewis Rubin Foundation Source 501 Silverside Rd Wilmington DE 198091377 Treas, VP 1.0 0 0 0 Wendy Rubin Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 5.0 0 0 0 EXCELSIOR WEALTH MANAGEMENT 522 5TH AVENUE 15TH FLOOR NEW YORK NY 10036 Investment Mgmt 165015 UBS Financial Services 1285 AVE OF THE AMERICAS15TH-18TH NEW YORK NY 100196301 Investment Mgmt 184356 Dorothy Dunn 12 Hatch Terrace Dobbs Ferry NY 10522 Philanthropic srvcs 89269 Foundation Source 55 Walls Drive SUITE 302 Fairfield CT 06824 Administrative 80861 Maddy Friedman 63 Conselyea St Apt B2 Brooklyn NY 11211 Philanthropic srvcs 54962 36471614 1163914 14980511 52616039 0 52616039 789241 51826798 2591340 2591340 29987 29987 2561353 2561353 2561353 2744904 0 0 0 0 2744904 2561353 1831542 2744904 1831542 913362 0 0 1647991 0 0 NONE X 19TH NEWS 3571 FAR W BLVD 3497 AUSTIN TX 78731 N/A PC General & Unrestricted 50000 AFYA FOUNDATION 140 SAW MILL RD YONKERS NY 10701 N/A PC Women's Health in Puerto Rico 100000 ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 225 N MICHIGAN AVE 17TH FL CHICAGO IL 60601 N/A PC General & Unrestricted 15000 AMBER WAVES FARM INC PO BOX 2623 AMAGANSETT NY 11930 N/A PC General & Unrestricted 2000 AMERICAN FARMLAND TRUST 1150 CONNECTICUT AVE NW STE 600 WASHINGTON DC 20036 N/A PC General & Unrestricted 10000 AMERICAN FRIENDS OF COMBATANTS FOR PEACE INC PO BOX 2473 1801 W OLYMPIC BLVD PASADENA CA 91199 N/A PC General & Unrestricted 75000 BACKLINE CARE INC PO BOX 13511 PORTLAND OR 97213 N/A PC General & Unrestricted 75000 BALLROOM CULTURAL ARTS FOUNDATION 108 E SAN ANTONIO ST PO BOX 1661 MARFA TX 79843 N/A PC General & Unrestricted 2500 BARD COLLEGE PO BOX 5000 ANNANDALEONHUDSON NY 12504 N/A PC Women's Program and Alumni 100000 BEGINNING WITH CHILDREN FOUNDATION INC 185 BROADWAY 2ND FL BROOKLYN NY 11211 N/A PC Summer Explorations Program 15000 BELIEVE IN STUDENTS INC 1755 N 13TH ST 295 PHILADELPHIA PA 19122 N/A PC Student Fellowship Stipend fund 30000 BELOVED ASHEVILLE 32 OLD CHARLOTTE HWY ASHEVILLE NC 28803 N/A PC General & Unrestricted 15000 BY KIDS INC 330 WEST END AVE SUITE 7A NEW YORK NY 10023 N/A PC General & Unrestricted 10000 CALLING ALL CROWS 18 GROVE ST STE 4 WELLESLEY MA 02482 N/A PC General & Unrestricted 5000 CAMPO GARZON INC 40 W 77TH ST NEW YORK NY 10024 N/A PC General & Unrestricted 10000 CHARITY WATER 230 FRANKLIN RD STE 11-II FRANKLIN TN 37064 N/A PC General & Unrestricted 5000 CHARITYVEST INC 75 5TH ST NW STE 2200 ATLANTA GA 30308 N/A PC Lennard Foundation Charity Fund 45000 CONNECT TO COMPETE INC 1110 N VIRGIL AVE STE 99101 LOS ANGELES CA 90029 N/A PC General & Unrestricted 50000 DIGDEEP RIGHT TO WATER PROJECT 110 W 11TH ST STE 400A LOS ANGELES CA 90015 N/A PC General & Unrestricted 50000 DREAMYARD PROJECT INC 1085 WASHINGTON AVE BRONX NY 10456 N/A PC Creative Career Pathways Program 75000 EARTH ISLAND INSTITUTE INC 2150 ALLSTON WAY STE 460 BERKELEY CA 94704 N/A PC Plastic Pollution Coalition 5000 EAST END FOOD INSTITUTE PO BOX 356 SOUTHAMPTON NY 11969 N/A PC General & Unrestricted 10000 EAST SIDE HOUSE INC 337 ALEXANDER AVE BRONX NY 10454 N/A PC Post-Secondary Pathways 50000 EDIBLE SCHOOLYARD NEW YORK PO BOX 737 NEW YORK NY 10163 N/A PC General & Unrestricted 5000 EDUCATION THROUGH MUSIC INC 122 E 42ND ST RM 2000 NEW YORK NY 10168 N/A PC General & Unrestricted 5000 ELEVATED ACCESS INC PO BOX 6806 CHAMPAIGN IL 61826 N/A PC General & Unrestricted 10000 ENTERTAINMENT INDUSTRY FOUNDATION 10880 WILSHIRE BLVD STE 1400 LOS ANGELES CA 90024 N/A PC She Is the Music 5000 EYELLIANCE INC 110 E 25TH ST NEW YORK NY 10010 N/A PC General & Unrestricted 5000 FEEDING WESTCHESTER INC 200 CLEARBROOK RD ELMSFORD NY 10523 N/A PC Food Recovery Program 15000 FEMME HOUSE 235 PARK AVE S FL 9 NEW YORK NY 10003 N/A PC General & Unrestricted 75000 FOOD RECOVERY NETWORK INC 1012 14TH ST NW STE 903 WASHINGTON DC 20005 N/A PC General operations and Baltimore produce distribution fund 70000 FOXG1 RESEARCH INC 1 LUCKENBACH LN SANDS POINT NY 11050 N/A PC General & Unrestricted 10000 GIRL RISING PO BOX 1836 PITTSFIELD MA 01201 N/A PC Future Rising Fellows 100000 GIRL RISING PO BOX 1836 PITTSFIELD MA 01201 N/A PC Charitable Event 5000 GLYNWOOD CENTER INC PO BOX 157 362 GLYNWOOD RD COLD SPRINGS NY 10516 N/A PC Charitable Event 1000 GLYNWOOD CENTER INC PO BOX 157 362 GLYNWOOD RD COLD SPRINGS NY 10516 N/A PC General & Unrestricted 75000 GRAMEEN AMERICA INC 8211 37TH AVE STE 607 JACKSON HTS NY 11372 N/A PC Grameen Promotoras 100000 GREENWAVE ORGANIZATION CORP 315 FRONT ST NEW HAVEN CT 06513 N/A PC Kelp Climate Fund 50000 GROOVESAFE 14 CROSS ST STOW MA 01775 N/A PC General & Unrestricted 5000 HOLLER HEALTH JUSTICE INC 1002 LEE ST E 11032 CHARLESTON WV 25301 N/A PC General & Unrestricted 10000 INTERNATIONAL RESCUE COMMITTEE INC PO BOX 6068 ALBERT LEA MN 56007 N/A PC Supporting Work in Palestine 20000 INTERNATIONAL SPORTS AND MUSIC PROJECT 226 S 1ST ST BROOKLYN NY 11211 N/A PC General & Unrestricted 10000 INTERNEWS NETWORK PO BOX 4448 ARCATA CA 95518 N/A PC FilmAid 5000 JUSTICE THROUGH EMPOWERMENT NETWORK SOUTH DAKOTA F PO BOX 2622 SIOUX FALLS SD 57101 N/A PC General & Unrestricted 10000 LEAVING A POSITIVE LEGACY INC 2020 NE 35TH ST LIGHTHOUSE PT FL 33064 N/A PC General & Unrestricted 5000 LONGHOUSE RESERVE 133 HANDS CREEK RD EAST HAMPTON NY 11937 N/A PC Charitable Event 3000 MAD AGRICULTURE 728 PEARL ST BOULDER CO 80302 N/A PC General & Unrestricted 10000 MANNA FOOD BANK 99 BROADPOINTE DR MILLS RIVER NC 28759 N/A PC General & Unrestricted 15000 MEDECINS SANS FRONTIERES USA INC PO BOX 5030 HAGERSTOWN MD 21741 N/A PC Supporting work in Palestine and Ukraine 20000 NABU GLOBAL INC 110 E 25TH ST NEW YORK NY 10010 N/A PC Read for Resilience Collection 100000 NEW ROOTS FOUNDATION INC 217 NE 4TH AVE DELRAY BEACH FL 33483 N/A PC La Nueva Fabrica 5000 NEW ROOTS FOUNDATION INC 217 NE 4TH AVE DELRAY BEACH FL 33483 N/A PC La Nueva Fabrica Trip fund 6500 NEW YORK STUDIO SCHOOL 8 W 8TH ST NEW YORK NY 10011 N/A PC Charitable Event 4500 NEW YORK STUDIO SCHOOL 8 W 8TH ST NEW YORK NY 10011 N/A PC Scholarship Fund and Student Enrichment Program 75000 NYACK PARK CONSERVANCY PO BOX 1014 NYACK NY 10960 N/A PC Music on the Hudson 7500 OPEN DOOR FOUNDATION INC 165 MAIN ST OSSINING NY 10562 N/A PC Mental Health and Digital Literacy Programs 10000 PALESTINE CHILDRENS RELIEF FUND PO BOX 861716 LOS ANGELES CA 90086 N/A PC General & Unrestricted 20000 PARTNERS IN HEALTH A NONPROFIT CORPORATION PO BOX 996 FREDERICK MD 21705 N/A PC University of Global Health Equity 100000 PERFECT EARTH PROJECT INC PO BOX 1195 BRIDGEHAMPTON NY 11932 N/A PC Charitable Event 1000 PERFECT EARTH PROJECT INC PO BOX 1195 BRIDGEHAMPTON NY 11932 N/A PC General & Unrestricted 4000 PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK INC 10 LINCOLN CENTER PLZ NEW YORK NY 10023 N/A PC NY Philharmonic Education programs 100000 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DA 671 VANDALIA ST SAINT PAUL MN 55114 N/A PC Abortion Funding 10000 PROJECT DRAWDOWN PO BOX 25402 NEW YORK NY 10087 N/A PC Drawdown Stories and the Capital Coalition 100000 ROOM TO READ 465 CALIFORNIA ST STE 1000 SAN FRANCISCO CA 94104 N/A PC Girls Life Skills and Literacy Program in Cambodia 100000 SAMUEL WAXMAN CANCER RESEARCH FOUNDATION 420 LEXINGTON AVE STE 825 NEW YORK NY 10170 N/A PC Breast Cancer Research with Dr. Germaine and to Polyak-MacAllister's Research 62500 SEEDS OF SOLIDARITY EDUCATION CENTER INC 165 CHESTNUT HILL RD ORANGE MA 01364 N/A PC the Women Healing Women Healing Earth project 10000 SHARE OUR STRENGTH PO BOX 758644 TOPEKA KS 66675 N/A PC Support for Expanding Nutrition Benefits in School 33333 SKY HIGH FARM INC 675 HALL HILL RD PINE PLAINS NY 12567 N/A PC General & Unrestricted 75000 SKY HIGH FARM INC 675 HALL HILL RD PINE PLAINS NY 12567 N/A PC Charitable Event 1500 SMITHSONIAN INSTITUTION PO BOX 418320 BOSTON MA 02241 N/A PC Charitable Event 20000 SONGWRITINGWITH INC 632 FOGG ST 8 NASHVILLE TN 37203 N/A PC General & Unrestricted 10000 SOUTH FORK SEA FARMERS PO BOX 1421 EAST HAMPTON NY 11937 N/A PC General & Unrestricted 5000 SUNRISE MOVEMENT EDUCATION FUND 712 H ST NE UNIT 626 WASHINGTON DC 20002 N/A PC General & Unrestricted 10000 SYLVIA CENTER INCORPORATED 2417 3RD AVE STE 301 BRONX NY 10451 N/A PC General & Unrestricted 5000 SYRACUSE UNIVERSITY 640 SKYTOP RD FL 2 SYRACUSE NY 13244 N/A PC Our Time Will Come Scholarship Fund 5000 THE DIVIDED SKY FOUNDATION CORPORATION 262 FOX LN LUDLOW VT 05149 N/A PC Women's Scholarship Fund 10000 V-DAY 4104 24TH ST 4515 SAN FRANCISCO CA 94114 N/A PC Kenya Safe House 100000 WOMENS REPRODUCTIVE RIGHTS ASSISTANCE PROJECT WRRA 1902A LINCOLN BLVD 1338 SANTA MONICA CA 90405 N/A PC General & Unrestricted 20000 WORLD CENTRAL KITCHEN INCORPORATED PO BOX 96538 WASHINGTON DC 20090 N/A PC Supporting work in Palestine and Ukraine 20000 WORLD MOTHER INC 310 RIVERSIDE DR APT 2102 NEW YORK NY 10025 N/A PC World Mother Storytelling Project Exhibition Guide 10000 2489333 14 17328 14 1028062 18 1423346 K-1 Inc/Loss 14 99926 Federal Tax Refund 01 1757 2570419 2570419 false false false false false false false false false false 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. FORM 8865 FORM 8865 The Foundation has prepared this form 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. 3M - 2.650% - 04/15/2025 34086 34767 ALLY FINL INC - 6.646% - 01/17 33073 31980 ALLY FINL INC BOND PERPETUAL - 46725 56806 ALTRIA GROUP INC - 2.350% - 05 66678 69391 AMERICAN ELEC PWR - 3.250% - 0 15590 15438 AMERICAN EXPRESS CO - 3.125% - 130004 122451 AMERICAN TOWER CORP - 2.950% - 15073 15540 APPLE INC - 1.400% - 08/05/202 154650 139124 ARCH CAP GROUP LTD - 3.635% - 15986 16415 ARES CAPITAL CORP - 3.875% - 0 38871 39540 ARES CAPITAL CORP NOTE - 3.250 115226 118838 ATHENE HOLDING LTD - 3.950% - 23615 25195 AUTOZONE INC - 3.250% - 04/15/ 82249 84597 BA ALTERNATIVE LN - 6.000% - 0 52499 42053 BANK AMER CORP BOND - 6.300% - 11139 11061 BANK NEW YORK MELLONCORP BOND 14474 14858 BANK OF AMERICA - 3.950% - 04/ 103099 104713 BANK OF AMERICA CORP - PERPETU 219884 199379 BERKSHIRE HATHAWAY - 2.850% - 10241 10341 BIOGEN INC - 3.150% - 05/01/20 24584 24608 BK OF AMERICA CORP MTN - 1.197 77182 77721 BK OF AMERICA SR NOTE - 5.080% 19055 19054 BNSF FUNDING TRUST 1 NOTE - 6. 143255 150567 BOEING CO NOTE CALL MAKE WHOLE 150000 145462 BP CAP MKTS - 6.125% - 12/31/2 126141 122856 BP CAP MKTS AMER - 3.001% - 03 11336 11255 BP CAP MKTS P L C NOTE PERPETU 103513 108890 BUNGE LTD FINANCE CORP SR NT C 125466 122108 CAPITAL ONE FINL CORP - 4.250% 59244 59868 CHARTER COMMUNICATIONS - 3.500 21636 22634 CIGNA CORP SER B NT - 4.125% - 98796 98502 CIT GROUP INC - 7.125% - 12/31 184058 178553 CITIGROUP - 5.950% - 12/31/204 213847 199750 CITIGROUP INC - 3.106% - 04/08 31827 31846 CITIGROUP INC - 7.000% - ? 15000 15819 CITIGROUP INC BOND PERPETUAL - 23394 25300 COMCAST CORP SENIOR NOTE - 4.6 149119 113220 COREBRIDGE FINL INC - 6.375% - 102766 99453 CSX CORP - 3.350% - 11/01/2025 107742 108987 CWALT INC - 6.500% - 09/25/203 49068 31767 DISNEY WALT CO - 2.000% - 09/0 121789 111189 DOMINION ENERGY INC - 6.880% - 46176 46635 DOMINION ENERGY INC - 7.000% - 20325 20064 DOMINION RESOURCES - 3.900% - 89205 90386 DOVER CORP - 3.150% - 11/15/20 145935 145906 DUKE ENERGY CORP - 3.300% - 06 26965 27927 EDISON INTL BOND PERPETUAL - 5 76509 83817 ENBRIDGE - 8.500% - 01/15/2084 9000 9997 ENERGY TRANSFER LP - 8.000% - 29541 30392 FNMA REMIC TRUST 2024-41 - 5.5 64028 62327 GENERAL MTRS CO - 6.125% - 10/ 82860 82632 GILEAD SCIENCES - 3.650% - 03/ 4937 4940 GOLDMAN SACHS GROUP - 3.210% - 12706 13134 GOLDMAN SACHS GROUP - 3.500% - 38339 38129 GOLDMAN SACHS GROUP - 5.500% - 214549 204840 GOLDMAN SACHS GROUP INC - 6.13 101855 98875 GOLDMAN SACHS GROUP INC - 7.50 203505 209034 GOLDMAN SACHS GROUP INC NOTE - 117581 120557 GOVT NATL MTG - 5.500% - 01/20 73297 72642 HCA INC - 7.580% - 09/15/2025 35727 35579 HEWLETT PACKARD - 4.900% - 10/ 93039 92993 JOHN DEERE - 2.800% - 09/08/20 128745 119765 JP MORGAN CHASE - 4.600% - 12/ 142178 149330 KEURIG DR PEPPER INC - 3.400% 87431 89073 KINDER MORGAN INC - 3.250% - 0 14458 15224 KROGER CO/THE SENIOR BOND - 4. 139590 123346 LENNAR - 4.750% - 05/30/2025 8928 8989 LINCOLN NATL CORP IND BOND PER 50637 53541 LTB INTERNATIONAL - 3.625% - 0 24899 25560 MACYS - 4.300% - 02/15/2043 6904 7631 MARRIOTT INL. 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