2026-04-03T08:15:49-04:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 274000049 The Foundation for the Promotion of Individual Opportunity Inc % Foundation Source FOUN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Charles M Ober President 8008391754 2026-03-18 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 1501537 X 0 X 52 52 101199 101199 -5141 17653 0 96110 101251 0 10503 10503 1100 8047 8047 19650 10503 8047 55900 55900 75550 10503 63947 20560 90748 0 25338 60485 60485 1417712 1403125 1441052 1443050 1463610 1501537 0 0 X 1443050 1463610 1443050 1463610 1443050 1463610 1443050 20560 1463610 1463610 Publicly-traded Securities 17653 22794 -5141 -5141 -5141 1261 1261 1261 723 0 723 X 0 538 0 false false false false false false false true true DE 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 Charles M Ober Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 Jacqueline Ober Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 1410949 9995 0 1420944 0 1420944 21314 1399630 69982 69982 1261 1261 68721 68721 68721 63947 0 0 0 0 63947 68721 63057 63947 63057 890 0 0 67831 0 0 Charles M Ober X BIG LIFE FOUNDATION USA 1715 N HERON DR RIDGEFIELD WA 98642 N/A PC Wildlife.org Scholarship Fund 5000 CALVERT SCHOOL INC 105 TUSCANY RD BALTIMORE MD 21210 N/A PC General & Unrestricted 11400 CHI PSI EDUCATIONAL TRUST INC 45 RUTLEDGE ST NASHVILLE TN 37210 N/A PC For Alpha Psi of Chi Psi 3000 CHURCH OF THE REDEEMER 5603 N CHARLES ST BALTIMORE MD 21210 N/A PC General & Unrestricted 3000 GILMAN SCHOOL INC 5407 ROLAND AVE BALTIMORE MD 21210 N/A PC General & Unrestricted 3500 LEAGUE OF CALIFORNIA COMMUNITY FOUNDATIONS 1439 BOURET DR SAN JOSE CA 95118 N/A PC For those impacted by the Eaton fire in California 20000 MEDECINS SANS FRONTIERES USA INC PO BOX 5030 HAGERSTOWN MD 21741 N/A PC For the Ebola crisis in Africa 4000 VIRGIN ISLANDS MONTESSORI SCHOOL INC 6936 VESSUP LN ST THOMAS VI 00802 N/A PC General & Unrestricted 3000 YOUTH ADVOCATE PROGRAMS INC 3899 N FRONT ST HARRISBURG PA 17110 N/A PC For Baltimore, Maryland 3000 55900 14 52 14 101199 18 -5141 96110 96110 false false false false false false false false false false BLACKROCK TOTAL RETURN FUND IN 140072 124077 BNY MELLON GLOBAL EQUITY INCOM 139837 139631 CALAMOS STRATEGIC TOTAL RETURN 85283 115200 COHEN & STEERS INFRASTUCTURE F 132557 121225 COHEN & STEERS PREFRRD SECS & 102772 104761 LOOMIS SAYLES FDS INV GRADE BO 102080 100395 NEUBERGER BERMAN LARGE CAP VAL 213636 240127 PIMCO INCOME FUND P CLASS 156016 148052 T. ROWE PRICE BLUE CHIP GROWTH 205988 246331 TEKLA HEALTHCARE INVESTORS 124884 101253 Administrative Fees 8022 8022 State or Local Filing Fees 25 25 Investment Management Services 10503 10503 990-PF Estimated Tax for 2025 700 990-PF Extension for 2024 400