2026-05-08T23:26:41-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 823471315 The Ruth & J O Stone Foundation % Foundation Source RUTH 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Timothy Mariani President 8008391754 2026-05-05 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 47645957 X 0 X 30690 30690 1325140 1325140 2413949 24425650 2400196 3769779 3756026 0 324302 324302 44624 9024 67443 2691 64752 436369 336017 64752 4931000 4931000 5367369 336017 4995752 -1597590 3420009 0 2111483 1602968 1602968 127458 127458 127458 127458 4601333 4939512 4759192 33653748 34456398 41156339 2229904 42723926 41126336 47645957 0 0 X 42723926 41126336 42723926 41126336 42723926 41126336 42723926 -1597590 41126336 41126336 Publicly-traded Securities 24425650 22025454 2400196 2400196 2400196 47538 47538 47538 42455 0 42455 X 0 5083 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 Linda R Chamberlain Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Treas, Dir 1.0 0 0 0 H Jason Hall Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Timothy K Mariani Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 5.0 0 0 0 Wells Fargo 4030 W BOY SCOUT BLVD STE 150 TAMPA FL 33607 Investment Mgmt 324302 Foundation Source 55 Walls Drive STE 302 Fairfield CT 06824 Administrative 64727 43959086 1698192 127458 45784736 0 45784736 686771 45097965 2254898 2254898 47538 47538 2207360 2207360 2207360 4995752 0 0 0 0 4995752 2207360 673842 2023 2022 2021 4995752 673842 2207360 2114550 2114550 0 2114550 2114550 NONE X ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 14010 ROOSEVELT BLVD STE 709 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N/A PC Charitable Event 5000 COMMUNITY DENTAL CLINIC INC 1390 S MISSOURI AVE CLEARWATER FL 33756 N/A PC Capital Campaign for the Ruth And J O Stone Dental Care & Education Center 20000 COMMUNITY DENTAL CLINIC INC 1390 S MISSOURI AVE CLEARWATER FL 33756 N/A PC Charitable Event 15000 COMMUNITY FOUNDATION OF TAMPA BAY INC 4300 W CYPRESS ST STE 700 TAMPA FL 33607 N/A PC Love IV Lawrence Foundation 100000 DUNEDIN FINE ARTS CULTURAL CENTER INC 1143 MICHIGAN BLVD DUNEDIN FL 34698 N/A PC Charitable Event 20000 FLORIDA ORCHESTRA INC 244 2ND AVE N STE 420 ST PETERSBURG FL 33701 N/A PC Guest Artist for TFO Gala 25000 FLORIDA ORCHESTRA INC 244 2ND AVE N STE 420 ST PETERSBURG FL 33701 N/A PC Season Sponsor of Pre-Concert Conversations 50000 FLORIDA WILDLIFE CORRIDOR FOUNDATION INC 2606 FAIRFIELD AVE S BLDG 7 ST PETERSBURG FL 33712 N/A PC Underwrite the 2025 exhibitions for the Wild Space Gallery located in the Foundation's headquarters 50000 HOPE VILLAGES OF AMERICA INC 503 S MARTIN LUTHER KING JR 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31459 DUKE ENERGY CO 17763 20746 EATON CORP PLC 19220 17518 ELI LILLY & CO 107801 142932 EMERSON ELECTRIC CO 60784 84941 ENGIE 17369 27899 EOG RESOURCES INC 29585 27198 EPIROC AB 25859 29714 ESSILOR INTL ADR 26346 40872 EVOLUTION GAMING GROUP AB ADR 12053 9646 FEDERATED INSTI HIGH YIELD BD 1812979 1803122 FERRARI NV 8050 7022 FUJITSU LTD ADR OTC 11120 17593 GEN DYNAMICS CP 63670 87195 GENERAL ELECTRIC CO 51760 94565 GOLDMAN SACHS GROUP 15236 36039 GRAINGER W W INC 45549 82742 GROUPE DANONE ADS 10942 14558 HALMA PLC ADR 18595 23477 HEIDELBERG MATERIALS AG ADR 9421 10371 HITACHI LTD 33130 49483 HONG KONG EX&CL UNSP/ADR 23880 29187 HOYA CORP SPONS ADR 6170 7583 IBERDROLA ADR 26655 34819 ILLINOIS TOOL WORKS 94404 107141 IMPERIAL BRANDS PL 19900 26046 INDUSTRIA DE DISENO 15578 32093 ING GROUP N V SPONSORED ADR 29131 29428 INT'L FLAVORS & FRAGRANCES INC 22623 17387 INTESA SANPAOLO SPA 17587 18974 INVESCO BALANCED-RISK COMMODIT 2037228 1958196 INVESCO QQQ TRUST 2362151 3784763 ISHARES MSCI USA QUALITY FACTO 664770 935302 ITOCHU CORP ADR OTC 15211 20864 JOHNSON & JOHNSON 135781 173217 JP MORGAN CHASE 130430 270020 KEURIG DR PEPPER INC 28387 23556 KEYENCE CORPORATION,FIRST SECT 20329 16920 KINGSPAN GROUP 8327 8637 KOMATSU LTD 8461 7493 KON KPN NV SPON ADR REP 1 ORD 12189 14890 L'AIR LIQUIDE ADR OTC 13634 16301 L'OREAL ADR 39042 39827 L3HARRIS TECHNOLOGIES 84676 111263 LINDE PLC COM 105168 124079 LOCKHEED MARTIN CORP 20534 21765 LONDON STK EXCHANGE GROUP 33180 33810 LOWES COMPANIES INC 157377 179423 LVMH MOET HENN UNSP 64148 68920 MARKET VECTORS - GOLD MINERS E 2235318 2853654 MARUBENI CORP ADR CNV INTO 10 12368 16269 MCDONALD'S CORP 81050 94134 MEDTRONIC PLC 15129 17003 MERCK & CO INC 24172 24631 META PLATFORMS INC 179963 194066 MICROSOFT CORP 318773 457505 MONDELEZ INTERNATIONAL INC 22688 19486 MTU AERO ENGINES 10879 17717 MUENCHENER RUECKVERS 17065 20154 NATWEST GROUP ADR REPRESENTING 18690 32953 NESTLE S.A 44007 41883 NEXTERA ENERGY, INC 135467 142497 NINTENDO CO LTD 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CHARTERED 14515 23395 STARBUCKS CORP COM 86611 80084 SUMITOMO MITSUI FINCL GRP 10106 28434 SUZUKI MOTOR CORP UNSP ADR 12829 15847 TAIWAN SEMICONDUCTOR MFG CO LT 29260 44064 TC ENERGY CORPORATION 13211 25085 TDK CORP 12301 19317 TENCENT HOLDINGS LIMITED 12283 14468 TERUMO CORP 5832 4466 THE COCA-COLA CO 26800 27545 TJX COMPANIES INC 13648 28725 TOKIO MARINE HOLDINGS INC 16194 14681 TOKYO ELECTRON LTD 27405 36784 TOTALENERGIES SE 22571 23355 UNICREDIT SPA 24627 43585 UNILEVER PLC AMER 21723 29561 UNION PACIFIC 16696 17349 VANGUARD MID-CAP ETF 4767486 5830229 VANGUARD S&P 500 ETF 2123463 3756508 VEOLIA ENVIRONN ADS 13263 14956 VINCI SA ADR 15614 22352 VOLVO AS-A ADR 7097 8113 WAL-MART STORES INC 37541 88905 WEC ENERGY GROUP, INC 70385 79200 WILLIAMS COS 9950 19716 WOLTERS KLUWER S/ADR 19240 15223 ZOETIS INC 89922 61274 4939512 4759192 Administrative Fees 64727 64727 Bank Charges 2691 2691 State or Local Filing Fees 25 25 K-1 Inc/Loss CASH MONEY MARKET FUND Investment Management Services 324302 324302 990-PF Estimated Tax for 2025 35600 Foreign Tax Paid 9024 9024