2025-11-14T10:54:43-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 823325659 Way Foundation Inc % Foundation Source WAYF 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Ann Adornetto President 8008391754 2025-11-12 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 36052095 X 4342559 97596 97596 692749 692749 192835 10085932 192835 30874 30874 5356613 1014054 0 118718 109218 9500 19589 89 83109 12696 70413 221416 122003 79913 1500000 1500000 1721416 122003 1579913 3635197 892051 0 1873542 1015974 1015974 1061 1392981 17199988 20845150 27639974 2187471 1539000 1573726 2154961 5045077 5822421 24810004 28445201 36052095 0 0 X 24810004 28445201 24810004 28445201 24810004 28445201 24810004 3635197 28445201 28445201 Publicly-traded Securities 10085932 9895922 190010 190010 Passthrough K1 Capital Gain/(Loss) 2825 192835 12400 12400 12400 7264 0 7700 14964 X 0 2564 2564 false false false false false false false true true PA 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 false false false false false false Ann Adornetto Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP, Pres 1.0 0 0 0 Michael Adornetto Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 Susan Rupp Foundation Source 501 Silverside Rd Wilmington DE 198091377 Member-at-Large 1.0 0 0 0 Amy Yelland Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Steven Yelland Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, VP 1.0 0 0 0 THE CWS GROUP 1201 WILLS STREET STE 700 BALTIMORE MD 21231 Investment Mgmt 109218 Foundation Source 55 Walls Drive Suite 302 Fairfield CT 06824 Administrative 69079 29038867 2614123 5269076 36922066 0 36922066 553831 36368235 1818412 1818412 12400 12400 1806012 1806012 1806012 1579913 0 0 0 0 1579913 1806012 920144 43608 963752 1579913 1579913 0 226099 226099 737653 0 737653 694045 43608 NONE STEVE YELLAND 1030 WILSON AVE HANOVER PA 17331 6109274550 APPLICATIONS SHOULD BE SUBMITTED IN THE FORM OF A LETTER AND SHOULD CONTAIN A SPECIFIC PROPOSAL. PLEASE VISIT HTTPS://WWW.WAYFOUNDATIONFAMILY.ORG/ APPLICATIONS ARE ACCEPTED AT ANY TIME. PLEASE VISIT HTTPS://WWW.WAYFOUNDATIONFAMILY.ORG/ GRANTS ARE MADE TO THOSE PUBLIC CHARITIES AND PRIVATE OPERATING FOUNDATIONS DETERMINED FROM TIME TO TIME BY THE BOARD OF DIRECTORS TO BE MOST DESERVING OF THE FINANCIAL SUPPORT ACCOUNTABILITY FOR LIFE 755 VOGELSONG RD YORK PA 17404 N/A PC AFL Expansion Project (Leadership Development Program Implementation and Program Expansion) 50000 BOY SCOUTS OF AMERICA 400 TUCKAHOE RD DILLSBURG PA 17019 N/A PC Battlefield Friends of Scouting Luncheon 15000 CAL RIPKEN SR FOUNDATION INC 1427 CLARKVIEW RD STE 100 BALTIMORE MD 21209 N/A PC Cal Ripken, Sr. Foundation STEM Centers & Community Enhancement Project 272500 CHASING THE RAINBOWS 765 E MAIN ST DALLASTOWN PA 17313 N/A PC Operating Expenses to continue expanding services to meet community needs 25000 FOOD FIX CAMPAIGN INC 1899 L ST NW SUITE 550 CHICAGO IL 60603 N/A PC General & Unrestricted 125000 FOR THE LOVE OF A VETERAN INC PO BOX 1238 HANOVER PA 17331 N/A PC Helping Heroes Heal 65000 GERSTELL ACADEMY INC 2500 OLD WESTMINSTER PIKE FINKSBURG MD 21048 N/A PC Gerstell Academy Electronic Sign 40000 HANOVER AREA HISTORICAL SOCIETY PO BOX 305 HANOVER PA 17331 N/A PC HAHS NEW SPACE FOR FACILITIES 25000 HANOVER PUBLIC LIBRARY ASSOCIATION INC 2 LIBRARY PL HANOVER PA 17331 N/A PC Making the Library More Accessible Fund 41000 HOUSE OF HOPE YORK PA 23 N PLEASANT AVE YORK PA 17407 N/A PC Community Counseling Funding 10000 MOUNTAIN TRAILS FOUNDATION INC PO BOX 754 PARK CITY UT 84060 N/A PC General & Unrestricted 10000 MT WASHINGTON PEDIATRIC HOSPITAL INC 1708 W ROGERS AVE BALTIMORE MD 21209 N/A PC Rehabilitation Services for Medically Fragile Children in need 25000 NATIONAL INTERSCHOLASTIC CYCLING ASSOCIATION 21 ORINDA WAY STE C-368 ORINDA CA 94563 N/A PC Try-it-out startup and ongoing operations 50500 NEW LIFE CENTER FOR CHILDREN AND MOTHERS INC PO BOX 157 GLEN ROCK PA 17327 N/A PC Summer Youth Program 8000 ORCHARD FRIENDS SCHOOL A NEW JERSEY NONPROFIT CORP 405 LINDEN AVE RIVERTON NJ 08077 N/A PC Communication is Connection 70000 PALLET FOUNDATION 225 REINEKERS LN STE 560 ALEXANDRIA VA 22314 N/A PC Environmental Research, Industry Growth, and Workforce development 30000 ROCHESTER INSTITUTE OF TECHNOLOGY PO BOX 92765 ROCHESTER NY 14692 N/A PC Workplace Professionalism & Leader to Leader Program 30000 RODALE INSTITUTE 611 SIEGFRIEDALE RD KUTZTOWN PA 19530 N/A PC Rodale Institute Education Department 50000 SEMPER FIDO 131 KENILWORTH RD MARLTON NJ 08053 N/A PC General & Unrestricted 25000 SHINING STARS THERAPEUTIC RIDING PROGRAM INC 3175 OLD HARRISBURG RD GETTYSBURG PA 17325 N/A PC Capital Campaign 100000 SUMMIT GROVE CHRISTIAN CONFERENCE CENTER INC 140 S FRONT ST NEW FREEDOM PA 17349 N/A PC continued youth development mentorship for summer camp staff and a pool cover 8000 THE CHILDRENS HOSPITAL OF PHILADELPHIA 34TH ST CIVIC CENTER BLVD PHILADELPHIA PA 19104 N/A PC CHOP's Center for Microbial Medicine Food and Medicine Program 15000 THE COLLEGE SETTLEMENT OF PHILADELPHIA 600 WITMER RD HORSHAM PA 19044 N/A PC College Settlement's Summer Camper Fund and Nutrition Program 57000 TRAINING LEADERS THROUGH ATHLETICS INC 303 DEGUY AVE HANOVER PA 17331 N/A PC Everyday Champions - Community Leadership Development center 67500 UNITED WAY OF YORK COUNTY 140 E MARKET ST YORK PA 17401 N/A PC UWYC Seedlings Childcare Scholarship Program - Hanover, PA Childcare Partner(s) 5000 UNIVERSITY OF DELAWARE 83 EAST MAIN ST 3RD FL NEWARK DE 19716 N/A PC Regenerative Agriculture & UD Fresh to you farm 52500 UNIVERSITY OF DELAWARE 83 EAST MAIN ST 3RD FL NEWARK DE 19716 N/A PC Student Athlete Success 20000 YOUNG WOMENS CHRISTIAN ASSOCIATION 23 W CHESTNUT ST HANOVER PA 17331 N/A PC YWCA Hanover Capital Campaign 200000 YOUTH FOR UNDERSTANDING USA INC 3995 FASHION SQ BLVD SAGINAW MI 48603 N/A PC WAY Foundation and YFU - A Force for Global Good 8000 1500000 14 97596 14 692749 18 192835 K-1 Inc/Loss 14 30874 1014054 1014054 false false false false false false false false false false X X 1 SALLY W YELLAND FAMILY CLAT 1801 MARKET STREET STE 2300 Philadelphia PA 19103 4342559 X Form 926 Form 926 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. BANK NOVA SCOTIA B C SER A NOT 100000 101810 BCS DUAL DIRECTIONAL TRIGGER P 112000 110667 BCS DUAL DIRECTIONAL TRIGGER P 116000 116001 BCS DUAL DIRECTIONAL TRIGGER P 100000 104000 CITI DUAL DIRECTIONAL TRIGGER 111000 103818 CITI DUAL DIRECTIONAL TRIGGER 100000 91990 CITIGROUP GLOBAL MKTS HLDGS IN 100000 108410 CITIGROUP GLOBAL MKTS HLDGS IN 100000 98430 CITY DUAL DIRECTIONAL TRIGGER 100000 97470 GS DUAL DIRECT TRIGGER - 0.000 100000 107640 GS FIN CORP SER F - 0.000% - 0 100000 112170 JPM CHASE FINL CO - 0.000% - 0 100000 113630 JPMORGAN CHASE FINL CO LLC SER 100000 104190 UBS AG LONDON BRANCHSER A MTN 100000 104880 UBS DUAL DIRECTIONAL TRIGGER P 100000 98620 ABBOTT LABS 89942 90375 ABBVIE INC 114538 148202 ACCENTURE PLC 104277 116091 AGILENT TECHNOLOGIES INC 44929 45676 AIRBNB 93748 79897 ALBANY INTERNATIONAL CORP 42780 38066 ALLEGION PLC 76496 94220 ALPHABET INC CL A 66906 130617 AMAZON COM 170098 259538 AMEREN CORPORATION 35515 41272 AMERICAN ELECTRIC POWER INC 37700 41042 ANALOG DEVICES INC 87747 108992 ARES MANAGEMENT CORPORATION 66985 80903 ARMSTRONG WORLD INDU 48867 82678 ARTISAN INTERNATIONAL VALUE FU 1300704 1279622 ASPEN TECHNOLOGY INC COM 75068 118824 AT&T, INC 72796 105630 AUTOMATIC DATA PROCESSING INC 79921 100699 AVALONBAY CMNTYS INC 29208 34095 AVERY DENNISON CORP 28770 30502 AZENTA INC 49817 53100 BADGER METER, INC 23239 29273 BANK NEW YORK MELLON CORP COM 61923 90506 BANK OF AMERICA CORP 110271 142002 BANK OF HAWAII CORP 43866 58702 BECTON DICKINSON & CO 35372 33577 BENTLEY SYSTEMS INC CL B 123939 143976 BERKLEY W R CP 71762 134069 BJ'S WHLSL CLUB INC 70604 83900 BLACKROCK INC 64484 95335 BOOZ ALLEN HAMILTON HOLDING CO 23478 26641 BRANDYWINEGLOBAL HIGH YIELD FU 953616 1000128 BRIGHT HORIZONS FAMILY SOLUTIO 101368 87682 BRISTOL-MYERS SQUIBB CO 82793 84331 BROADCOM INC 69725 167388 CADENCE DESIGN SYSTEMS INC 54632 89838 CARRIER GLOBAL 29652 29147 CHARLES RIV LABORATORIES INTL 76877 89346 CHEESECAKE FACTORY INC 54134 71872 CHEMED CORP 69077 77351 CHEVRON CORP 121192 134267 CHIPOTLE MEX GRILL 35777 66993 CHOICE HOTELS INTERNATIONAL IN 137303 162993 CHUBB LIMITED 77943 115493 CISCO SYSTEMS INC 112384 140363 CME GROUP, INC 76426 88015 CMS ENERGY CP 22783 25860 COLUMBIA EM CORE EX-CHINA ETF 816339 799881 COMCAST CORP 133467 121485 CONOCOPHILLIPS 36932 40957 CONSTRUCTION PARTNERS INC 54249 120129 COOPER COMPANIES INC 118531 136424 CSW INDUSTRIALS INC 31873 41630 CSX CORP 35107 34368 CUMMINS INC 26980 39043 DANAHER CORP 82711 92509 DATADOG INC 41385 47011 DTE ENERGY CO COM 16784 19199 DYNATRACE 62613 73536 EBAY INC 32587 37480 ECOLAB INC 46222 51316 ENTERGY CORP 49412 69754 EOG RESOURCES INC 53603 68154 EQUIFAX INC 78472 119015 EVERTEC INC 62999 59944 EXPONENT, INC 74272 72884 EXXON MOBIL CORP 127468 149522 FAIR ISSAC & CO INC 25072 62244 FIRST FINANCIAL BANKSHARES, IN 52743 62799 FORTIVE CORPORATION 37554 37425 FULLER H B CO 59858 56278 GALLAGHER ARTHUR J & CO 87265 100767 GENERAL ELECTRIC CO 53426 49537 GENERAL MILLS INC 56132 53248 GENUINE PARTS COMPANY 35658 27555 GETTY RLTY HLDG CO 62924 58241 HENRY JACK & ASSOC INC 127637 136559 HILLMAN SOLUTIONS ORD SHS 63133 68823 HOME DEPOT INC 128281 161431 HONEYWELL INTL 115284 126724 HOULIHAN LOKEY INC 81589 131113 ILLINOIS TOOL WORKS 66361 67447 INTERACTIVE BROKERS GROUP, INC 68835 170663 INTERNATIONAL BUSINESS MACHINE 74673 111674 INTUIT 100243 145812 INTUITIVE SURGICAL 50283 54806 ISHARES DJ US TECH ETF 489812 1001786 ISHARES INC ISHARES MSCI EM ES 812842 855352 ISHARES MSCI KLD 400 SOCIAL IN 447505 779578 ISHARES S&P NORTH AMERICA TECH 489368 947089 ISHARES TRUST ISHARES MSCI EAF 1200118 1237960 ISHARES TRUST MSCI EAFE INDEX 944097 1009091 JBT MAREL CORPORATION 56288 70541 JOHNSON & JOHNSON 168187 160673 JP MORGAN CHASE 172934 290768 KKR & CO INC 96970 150129 KLA TENCOR CORP 117821 119723 LAKELAND FINANCIAL CORPORATION 14254 16502 LAM RESEARCH CORP 61823 57495 LANDSTAR SYSTEM 64022 59635 LCI INDUSTRIES 28079 24782 LENNOX INTL INC 85119 188883 LINDE PLC COM 65134 78291 LOCKHEED MARTIN CORP 50782 64144 LPL FINANCIAL HOLDINGS INC 75106 157378 MARSH AND MCLENNAN COMPANIES I 90048 118737 MARVELL TECHNOLOGY, INC 67899 142922 MCDONALD'S CORP 99981 114507 MEDTRONIC PLC 57347 53360 MERCK & CO INC 79423 72521 MICROSOFT CORP 275046 457328 MONDELEZ INTERNATIONAL INC 82441 73587 MONOLITHIC POWER SYSTEMS, INC 55394 71004 MORGAN STANLEY 75307 102210 MORGAN STANLEY FIN LLC NT SX5E 625000 1415126 MORGAN STANLEY FIN LLC NT SX5E 999999 2260901 MSCI INC 48215 66001 NATIONAL BEVERAGE CORP 56594 47705 NEXTERA ENERGY, INC 25880 29536 NORDSON CP 82915 105666 NORTHROP GRUMMAN CORP 72507 81656 NVIDIA CORP 50996 264551 OLLIES BARGAIN OUTLET HOLDINGS 72646 84492 PACKAGING CORP AMER 30831 42099 PARKER HANNIFIN CP 69491 116393 PEPSICO INC 49052 46682 PNC FINANCIAL GROUP INC 70202 91604 POOL CORP 89860 128875 PPG INDUSTRIES INC 54675 45630 PRESTIGE BRAND HLGS 42451 40294 PRIMERICA, INC 62598 83055 PROCTER GAMBLE CO 120088 145856 PROGRESSIVE CORP OHIO 103047 119565 PROLOGIS 34851 30125 PUBLIC STORAGE INC 26383 27851 PUBLIC SVC ENTERPRISE GROUP IN 27599 34810 QUALCOMM INC 34957 31646 RBC BEARINGS INCORPORATED 63204 80170 RLI CORP 50956 61646 ROLLINS INC 77244 109757 SAIA, INC 66722 96159 SCOTTS CO. CLASS A 140850 102694 SERVICE NOW 75422 144176 SITEONE LANDSCAPE SUPPLY INC 106932 122678 SOUTHERN CO 61610 72359 STARWOOD REAL ESTATE INCOME TR 4364 4431 TELEDYNE TECH INC 88007 91898 TERADYNE INC 60056 90788 TEXAS INSTRUMENTS INC 42988 53628 THE BLACKSTONE GROUP INC CL A 17455 37760 THE COCA-COLA CO 82269 86666 THE TRADE DESK INC 24177 21978 THERMO FISHER SCIENTIFIC INC 49081 57746 THOR INDS INC 94680 121360 TJX COMPANIES INC 58861 72003 TRANE TECHNOLOGIES PLC 45240 79410 UBER 66765 80708 UNIFIRST CP 51776 51327 UNION PACIFIC 80379 84375 UNITEDHEALTH GROUP INC 173847 174522 UNIVERSAL DISPLAY CORP 119155 77778 VALERO ENERGY CORP 59821 65463 VERALTO CORPORATION 49725 63453 VERISK ANALYTICS, INC 50083 66929 VISA INC 156510 222176 WAL-MART STORES INC 115433 201029 WALT DISNEY HOLDINGS CO 76110 77166 WASTE MANAGEMENT INC 50044 65985 WATSCO INC 171649 227941 WD-40 COMPANY 52486 59699 WEC ENERGY GROUP, INC 32172 34701 WELLS FARGO & CO 83962 124325 WEST PHARMA SVCS INC 76179 86476 WORKDAY INC 73046 71732 ZEBRA TECHNOLOGIES CORP 78691 134018 ZURN WATER SOLUTIONS 92826 120293 ARES INDUSTRIAL REIT 1078482 1311032 BLACKSTONE PRIVATE EQUITY STRA 1015328 1088882 BLACKSTONE REAL ESTATE INCOME 649842 763246 GRAHAM ABSOLUTE RETURN LTD. CL 1295750 1589720 KKR PRIVATE EQUITY CONGLOMERAT 1005675 1069541 Administrative Fees 69079 69079 K-1 Exp BLACKSTONE PRIVATE EQU 5500 5500 K-1 Exp KKR PRIVATE EQUITY CON 7196 7196 Office Supplies 1334 1334 K-1 Inc/Loss BLACKSTONE PRIVATE EQUITY STRATEGIES 20828 20828 K-1 Inc/Loss KKR PRIVATE EQUITY CONGLOMERATE 10046 10046 Investment Management Services 109218 109218 VIDEO PRODUCTION SERVICES 9500 9500 We respectfully request that Way Foundation Inc.'s quarterly estimated taxes for taxable year ending December 31, 2024 be treated as timely and request that the $26 penalty indicated on Form 2220 be abated because the underpayment in Q3&4 were due to reasonable cause. Treasury Regulations Sec 301.6651-1(c)(1) defines reasonable by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to calculate its quarterly estimates for tax period ending December 31, 2024. The firm was unable to reconcile the Foundation's accounts fully in order to calculate the necessary estimated tax payment for Q3&4 based on the annualization method. The underpayment was no fault of the foundation's and the firm is enhancing its procedures to improve its reconciliation process for future quarters. We believe that the underpayment was due to reasonable cause and in no way due to an intentional disregard for the rules, and respectfully request that no 2220 penalty be assessed. 990-PF Estimated Tax for 2024 7000 990-PF Extension for 2023 12500 Foreign Tax Paid 89 89