2026-05-14T15:00:38-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 886460733 The Casper-Adams Foundation % Foundation Source CASP 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Allison Adams Trustee 8008391754 2026-05-14 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 18258972 X 0 X 77486 77486 786192 786192 347310 4985801 347310 1210988 1210988 0 105253 105253 15100 38523 38523 158876 105253 38523 819850 819850 978726 105253 858373 232262 1105735 0 4049242 381278 381278 4779 5192 4779 4779 2013023 3946864 4229395 11373638 13340436 13643520 17441095 17673357 18258972 0 0 X 17441095 17673357 17441095 17673357 17441095 17673357 17441095 232262 17673357 17673357 Publicly-traded Securities 4985801 4638491 347310 347310 347310 15370 15370 15370 14100 0 14100 X 19 1289 0 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 Allison Casper Adams Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Blake Joseph Casper Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Raymond James 880 CARILLON PKWY SAINT PETERSBURG FL 33716 Investment Mgmt 105253 16331591 1456171 0 17787762 0 17787762 266816 17520946 876047 876047 15370 15370 860677 860677 860677 858373 0 0 0 0 858373 860677 27055 2023 2022 2021 858373 27055 831318 0 0 29359 0 0 Allison Casper Adams Blake Joseph Casper X 1VOICE FOUNDATION INC 1935 CAMP FLORIDA RD BRANDON FL 33510 N/A PC Lemon Drop The Mic 1600 ACADEMY OF THE HOLY NAMES OF FLORIDA INC 3319 BAYSHORE BLVD TAMPA FL 33629 N/A PC Academy Ascending campaign 100000 CHISELERS INC PO BOX 18633 TAMPA FL 33679 N/A SO III FI Charitable Event 5000 GASPARILLA FESTIVAL OF THE ARTS INC PO BOX 10591 TAMPA FL 33679 N/A PC 2025 GFA Artist Award Benefactor Sponsorship Fund 5000 H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 12902 MAGNOLIA DR TAMPA FL 33612 N/A PC 2025 Magnolia Ball 10000 JUNIOR ACHIEVEMENT OF TAMPA BAY 13707 N 22ND ST TAMPA FL 33613 N/A PC 3DE School Benefactor and Sponsor Fund at Hillsborough high school 2025-2026 school year 50000 JUNIOR ACHIEVEMENT OF TAMPA BAY 13707 N 22ND ST TAMPA FL 33613 N/A PC General & Unrestricted 15750 SKILLS CENTER INC 5107 N 22ND ST TAMPA FL 33610 N/A PC Capital Campaign 15000 TAMPA BAY HISTORY CENTER INC 801 WATER ST TAMPA FL 33602 N/A PC General & Unrestricted 10000 TAMPA BAY HISTORY CENTER INC 801 WATER ST TAMPA FL 33602 N/A PC General & Unrestricted 10000 TAMPA BAY PERFORMING ARTS CENTER 1010 N WC MACINNES PL TAMPA FL 33602 N/A PC General & Unrestricted 250000 TAMPA MUSEUM OF ART INC 120 W GASPARILLA PLZ TAMPA FL 33602 N/A PC 2025 Pride & Passion Event 2500 TAMPA MUSEUM OF ART INC 120 W GASPARILLA PLZ TAMPA FL 33602 N/A PC Balmain City 2025 10000 TAMPA MUSEUM OF ART INC 120 W GASPARILLA PLZ TAMPA FL 33602 N/A PC 2025 Pavilion Fund 25000 TAMPA MUSEUM OF ART INC 120 W GASPARILLA PLZ TAMPA FL 33602 N/A PC Centennial Campaign 300000 TAMPA MUSEUM OF ART INC 120 W GASPARILLA PLZ TAMPA FL 33602 N/A PC Pavilion Fund 5000 TAMPA THEATRE INC 711 FRANKLIN ST TAMPA FL 33602 N/A PC Winefest 2025 Fund 5000 819850 14 77486 14 786192 18 347310 1210988 1210988 false false false false false false false false false false ATT INC - 3.800% - 02/15/2027 245405 249540 BARCLAYS BANK PLC - 0.000% - 0 250000 243950 BARCLAYS BANK PLC - 0.000% - 1 1399999 1413581 BNP PARIBAS 4Y U.S EQUITY CONT 999999 1044701 BROOKFIELD FIN INC - 3.900% - 216146 219323 CANADIAN PAC RY CO - 1.750% - 229753 245131 CITIGROUP - 3.700% - 01/12/202 237978 249970 CUBESMART LP - 3.130% - 09/01/ 239710 248362 CVS HEALTH CORP - 5.000% - 02/ 247810 250095 D R HORTON INC - 1.400% - 10/1 370428 382864 DARDEN RESTAURANTS INC NOTE M/ 244538 249375 DUKE ENERGY CORP - 4.850% - 01 273083 277586 EBAY INC - 1.400% - 05/10/2026 253688 272426 ELEVANCE HEALTH INC. NTS - 4.9 204520 204372 ENBRIDGE INC - 1.600% - 10/04/ 229163 245495 EQUIFAX INC - 3.250% - 06/01/2 239233 248844 EXTRA SPACE STORAGE LP - 2.200 97606 99644 GE HEALTHCARE TECHNOLOGIES INC 411071 411859 GENUINE PARTS CO - 1.875% - 11 237014 237447 HEWLETT PACKARD ENTERPRISE CO 248976 247797 HP INC NOTE - 3.000% - 06/17/2 386716 393856 JEFFERIES FINANCIAL GROUP INC 250000 256400 JP MORGAN CHASE - 0.000% - 08/ 1499999 1570201 LOWES COS INC NOTE - 3.350% - 242495 248228 MARRIOTT INTL INC - 4.500% - 1 397032 401280 MORGAN STANLEY - 6.250% - 08/0 275673 273643 MOTOROLA SOLUTIONS INC - 2.300 359908 363454 ONEOK INC - 4.000% - 07/13/202 395680 399588 OREILLY AUTO - 5.750% - 11/20/ 252765 253379 OREILLY AUTOMOTIVE INC NOTE - 391952 397741 PHILLIPS 66 CO - 4.950% - 12/0 405180 406477 PULTEGROUP INC - 5.500% - 03/0 249598 250153 REALTY INCOME CORP NOTE - 3.95 395556 400096 SYSCO - 3.300% - 07/15/2026 239978 249122 TEXTRON INC - 3.650% - 03/15/2 243723 248762 WELLS FARGO & CO - 3.000% - 04 238485 249314 WEYERHAEUSER CO DEB - 7.375% - 239576 239464 COINBASE GLOBAL 200035 166213 DELAWARE SMALL CAP CORE FUND I 413107 412975 GOLDMAN SACHS GQG PARTNERS INT 355920 365523 GQG PARTNERS EMERGING MARKETS 160959 164745 SPDR GOLD SHARES 149742 159317 TOUCHSTONE MID CAP FUND CLASS 519588 520460 VANGUARD S&P 500 ETF 2147513 2440162 Administrative Fees 37814 37814 Postage/Delivery Service 709 709 Investment Management Services 105253 105253 990-PF Estimated Tax for 2025 14100 990-PF Extension for 2024 1000