2024-05-09T16:32:54-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 136110132 The Isak and Rose Weinman Foundation Inc % Blair Trippe ISAK 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 DAVID HARDING TREASURER 7814249586 2024-04-24 true DAVID HARDING 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 17374053 X 0 X 178550 178550 288960 288960 890476 13127622 890476 257 257 1358243 1358243 0 2500 0 0 2500 41311 41311 24380 880 153 153 32881 41 32840 101225 42232 0 35493 880000 880000 981225 42232 0 915493 377018 1316011 418145 169167 169167 350581 356984 13745849 7990073 10579220 6031191 6041035 69665 69665 227647 14233659 14610677 17374053 0 0 X 14233659 14610677 14233659 14610677 14233659 14610677 14233659 377018 14610677 14610677 Publicly-traded Securities 13127622 12237146 890476 890476 890476 18293 18293 18293 20409 0 20409 X 26 2090 2090 false false false false true false false true true NY true false false false false true Blair Trippe 7814249586 36 Hawthorn St Cambridge MA 02138 false false false false true false false false false false false false false false false false false false false false false false David Harding Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas 1.0 0 0 0 Barbara Landau Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Blair Trippe Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Chairman 1.0 0 0 0 12777438 4008207 227647 17013292 0 17013292 255199 16758093 837905 837905 18293 18293 819612 819612 819612 915493 0 0 0 0 915493 819612 911059 2021 2020 2019 915493 911059 4434 0 0 815178 0 0 NONE X AMERICAN MUSEUM OF NATURAL HISTORY 200 CENTRAL PARK W NEW YORK NY 10024 N/A PC General & Unrestricted 5000 AMERICAN REPERTORY THEATRE 64 BRATTLE ST CAMBRIDGE MA 02138 N/A PC General & Unrestricted 10000 ASOLO THEATER INC 5555 N TAMIAMI TRL SARASOTA FL 34243 N/A PC General & Unrestricted 20000 BEYOND CONFLICT INC 198 TREMONT ST 453 BOSTON MA 02116 N/A PC General & Unrestricted 30000 BOSTON SYMPHONY ORCHESTRA INC 301 MASS AVE BOSTON MA 02115 N/A PC General & Unrestricted 50000 CANCER RESEARCH FUND OF THE DAMON RUNYON-WALTER WI 1 EXCHANGE PLZ STE 302 NEW YORK NY 10006 N/A PC General & Unrestricted 50000 CELIAC DISEASE CENTER AT COLUMBIA UNIVERSITY 180 FORT WASHINGTON AVE NEW YORK NY 10032 N/A PC General & Unrestricted 60000 CHAPEL HAVEN SCHLEIFER CENTER 1040 WHALLEY AVE NEW HAVEN CT 06515 N/A PC General & Unrestricted 35000 CHAPEL HAVEN SCHLEIFER CENTER 1040 WHALLEY AVE NEW HAVEN CT 06515 N/A PC Medical Facility development and Staffing in the SAIL building 25000 CITIZENS COMMITTEE FOR CHILDREN OF NEW YORK 14 WALL ST STE 4E NEW YORK NY 10005 N/A PC General & Unrestricted 30000 COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 622 W 113TH ST MC4524 NEW YORK NY 10025 N/A PC General & Unrestricted 20000 CONGREGATION EMANU-EL OF THE CITY OF NEW YORK 1 E 65TH ST NEW YORK NY 10065 N/A PC General & Unrestricted 10000 CONNECTICUT COLLEGE 270 MOHEGAN AVE NEW LONDON CT 06320 N/A PC General & Unrestricted 15000 CORNELL UNIVERSITY PO BOX 37334 BOONE IA 50037 N/A PC General & Unrestricted 20000 DOE FUND INC 345 EAST 102ND ST STE 305 NEW YORK NY 10029 N/A PC General & Unrestricted 40000 DUKE UNIVERSITY PO BOX 90600 DURHAM NC 27708 N/A PC General & Unrestricted 50000 EPIC THEATRE CENTER INC 3101 VERNON BLVD 612 ASTORIA NY 11106 N/A PC General & Unrestricted 10000 FAIRFIELD UNIVERSITY 1073 N BENSON ROAD FAIRFIELD CT 06824 N/A PC General & Unrestricted 15000 HARVARD UNIVERSITY ART MUSEUMS Jeffrey E Horvitz 32 QUINCY STREET CAMBRIDGE MA 02138 N/A PC General & Unrestricted 2500 INSTITUTE OF CONTEMPORARY ART 25 HARBOR SHORE DR BOSTON MA 02210 N/A PC General & Unrestricted 5000 JACOBS PILLOW DANCE FESTIVAL INC 358 GEORGE CARTER RD BECKET MA 01223 N/A PC General & Unrestricted 10000 LEGAL AID SOCIETY 199 WATER ST NEW YORK NY 10038 N/A PC General & Unrestricted 20000 LENOX HILL NEIGHBORHOOD HOUSE INC 331 EAST 70TH ST NEW YORK NY 10021 N/A PC General & Unrestricted 10000 MAHAIWE PERFORMING ARTS CENTER INC 244 MAIN ST STE 3 GT BARRINGTON MA 01230 N/A PC General & Unrestricted 10000 MANHATTAN THEATRE CLUB INC 311 WEST 43RD ST 8TH FL NEW YORK NY 10036 N/A PC General & Unrestricted 25000 MAYAS HOPE FOUNDATION INC 244 FIFTH AVE STE D176 NEW YORK NY 10001 N/A PC General & Unrestricted 2500 METROPOLITAN OPERA ASSOCIATION INC 30 LINCOLN CENTER PLZ NEW YORK NY 10023 N/A PC General & Unrestricted 25000 MILTON ACADEMY 170 CENTRE ST MILTON MA 02186 N/A PC General & Unrestricted 15000 MUSEUM OF MODERN ART 11 W 53RD ST NEW YORK NY 10019 N/A PC General & Unrestricted 15000 NEW YORK LANDMARKS CONSERVANCY INC 1 WHITEHALL ST 21ST FLOOR NEW YORK NY 10004 N/A PC General & Unrestricted 20000 NORMAN ROCKWELL MUSEUM AT STOCKBRIDGE INC 9 GLENDALE RD STOCKBRIDGE MA 01262 N/A PC General & Unrestricted 10000 NORTHWESTERN UNIVERSITY - KELLOGG SCHOOL OF MANAGE 1007 CHURCH ST STE 400 EVANSTON IL 60201 N/A PC General & Unrestricted 20000 PLANNED PARENTHOOD FEDERATION OF AMERICA INC 123 WILLIAMS ST 10TH FL NEW YORK NY 10038 N/A PC General & Unrestricted 75000 PLANNED PARENTHOOD OF GREATER NEW YORK HCSR 26 BLEECKER ST NEW YORK NY 10012 N/A PC General & Unrestricted 15000 THE CARNEGIE HALL CORPORATION 881 7TH AVENUE NEW YORK NY 10019 N/A PC General & Unrestricted 25000 THE METROPOLITAN MUSEUM OF ART 1000 FIFTH AVE NEW YORK NY 10028 N/A PC General & Unrestricted 15000 THE NEW YORK AND PRESBYTERIAN HOSPITAL 525 E 68TH ST BOX 123 NEW YORK NY 10065 N/A PC General & Unrestricted 50000 THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN 445 FIFTH AVE 4TH FLOOR NEW YORK NY 10016 N/A PC General & Unrestricted 10000 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW 615 W 131ST ST 8741 NEW YORK NY 10027 N/A PC General & Unrestricted 5000 880000 14 178550 14 288960 18 890476 CLASS ACTION LAWSUIT PROCEEDS 01 257 1358243 1358243 false false false false false false false false false false Part VI-A, Line 3 (990-PF) Declaration re Amended Bylaws Part VI-A, Line 3 (990-PF) - Declaration re Amended Bylaws I hereby declare that I am an authorized officer of the Foundation, and I certify that the conformed copy of the Foundation's amended bylaws attached hereto is a complete and accurate copy of the original document. By: DAVID HARDING Title: TREASURER AIR LEASE CORP MTN CALL MAKE W 164859 169610 AIR LEASE CORP NOTE CALL - 3.2 194767 194789 AMERICAN TOWER CORP BOND - 4.0 170508 171892 BALL CORP - 4.875% - 03/15/202 173972 174361 BK OF AMERICA CORP MTN CALL MA 172934 173875 CHARTER COM OPERATING - 4.908% 175728 173367 CITIGROUP INC NOTE - 4.600% - 170182 172811 COMCAST CABLE COMMUNICATIONS - 197100 195472 CONSTELLATION BRANDS INC NOTE 171478 173495 CVS CAREMARK CORP SR NT - 6.25 182772 183641 DELTA AIR LINES INC NOTE CALL 188145 180906 EDISON INTL - 4.700% - 08/15/2 174665 172859 EQUINIX INC NOTE CALL - 1.450% 156891 161729 FORD MOTOR CREDIT COPANY SER B 175956 172249 FREEPORT MCMORAN INC NOTE - 5. 169519 172812 FREEPORT-MCMORAN INCNOTE - 4.5 173452 173115 GE HEALTHCARE TECHNOLOGIES INC 179553 181134 GENERAL MLS INC - 4.200% - 04/ 170118 172352 GENERAL MTRS CO - 6.125% - 10/ 179987 177389 GXO LOGISTICS INC SER B - 1.65 155616 157743 INGERSOLL RAND INC - 5.400% - 175446 180485 JPMORGAN CHASE & CO NOTE - 4.8 171962 175180 KIMCO REALTY CORP - 3.300% - 0 73406 73397 MARRIOTT INTL - 5.550% - 10/15 174422 180635 MORGAN STANLEY - 4.350% - 09/0 172409 171859 OCCIDENTAL PETE CORP NOTE - 5. 179487 175074 ORACLE CORP - 2.800% - 04/01/2 162632 165141 ROPER TECHNOLOGIES INC - 4.200 163752 172100 SPRINT CORPORATION - 7.625% - 187836 182738 TRANSDIGM INC - 7.500% - 03/15 178915 175742 UNITED CONTL HLDGS INC - 4.875 175954 172829 UNITED RENTALS - 5.500% - 05/1 171773 175383 VERISIGN INC NOTE - 5.250% - 0 176291 175046 VULCAN MATERIALS CO NOTE - 5.8 177939 175182 WELLS FARGO & CO BOND - 7.574% 190765 184643 ADOBE SYSTEMS, INC 84268 127672 AES CORP 237987 240625 ALCOA INC 86850 85000 ALCON INC 118827 189207 ALPHABET INC CL C 25349 249304 AMERICAN EXPRESS CO 119494 140505 AMERICAN TOWER REIT INC 217413 248261 ANHEUSER BUSCH COS INC 180083 193860 AT&T, INC 172860 201360 BANK OF AMERICA CORP 190228 218855 BERKSHIRE HATHAWAY INC. CLASS 39998 232186 BOOKING HOLDINGS INC 80422 159625 BRISTOL-MYERS SQUIBB CO 196072 153930 CELANESE CORPORATION 36597 136104 CHARTER COMMUNICATIONS, INC 243492 262358 CHEVRON CORP 202532 190179 CLIFFS NATURAL RESOURCES INC. 53120 71470 COMCAST CORP 154704 164438 COPART INC 32186 130340 COSTCO WHOLESALE CORPORATION 64001 148518 CVS CAREMARK CORP 215546 236880 DANAHER CORP 108844 115670 DELTA AIR LINES INC 145233 160920 DIAGEO PLC ADS 118810 145660 DOLLAR GENERAL CORP 44907 61042 EDISON INTL 185296 196598 ELANCO ANIMAL HEALTH INCORPORA 115787 149000 EOG RESOURCES INC 118900 120950 FREEPORT-MCMORAN COPPER & GOLD 79471 85140 GALLAGHER ARTHUR J & CO 69296 172708 GENERAL MOTORS 137704 143680 GODADDY INC 147642 212320 GRACO INC 96754 119902 GSK PLC 180562 185300 HALEON PLC 200234 194845 ILLUMINA INC COM 144068 104430 INT'L FLAVORS & FRAGRANCES INC 210790 202425 JOHNSON & JOHNSON 178566 172414 JP MORGAN CHASE 112923 136080 KLA TENCOR CORP 39875 149975 LAMB WESTON HOLDINGS INC 147144 162135 LINDE PLC COM 81013 199605 MASTERCARD INC 132112 217520 MICROSOFT CORP 168312 212463 MILLER HERMAN INC 77061 133400 MODERNA, INC 148836 124313 MORGAN STANLEY 150787 163188 NESTLE S.A 87635 144538 NIKE INC-CL B 72435 99667 ORACLE CORP 48710 130839 PAYPAL HOLDINGS, INC 161839 153525 PROGRESSIVE CORP OHIO 67843 144786 QUALCOMM INC 178589 231408 REINSURANCE GROUP AMER INC 170656 194136 RXO INC. COMMON STOCK 195671 232600 S&P GLOBAL INC COM 103938 132597 SHELL ADR EACH REPRESENTING 2 108421 115150 SMITH A O CORP DEL COM 60031 111541 STEELECASE INC 188520 337999 TECK RESOURCES LIMITED 65311 63405 TEXAS INSTRUMENTS INC 85200 86594 THERMO FISHER SCIENTIFIC INC 110640 134290 WALT DISNEY HOLDINGS CO 87773 90290 WASTE MANAGEMENT INC 29943 147937 WHEATON PRECIOUS METALS CORP 52823 61675 ZOETIS INC 21139 143883 350581 356984 BBH CAPITAL PARTNERS IV-2 (CAY 69665 227647 Document Review/Drafting 2500 2500 Administrative Fees 32090 32090 Bank Charges 41 41 State or Local Filing Fees 750 750 Class Action Lawsuit Proceeds 257 257 Investment Management Services 41311 41311 990-PF Estimated Tax for 2023 15300 990-PF Extension for 2022 8200 Foreign Tax Paid 880 880