2024-08-29T13:34:23-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 261207686 The John and Shirley Nash Foundation % Foundation Source JOHN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 john nash co-president 8008391754 2024-08-18 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-08-08 14:25:15Z X 2564825 X 300 X 304 304 67735 67735 16415 331034 16415 158 158 84912 84612 0 18022 18022 1037 10571 10571 29630 18022 10571 136000 136000 165630 18022 146571 -80718 66590 37005 93451 93451 2104872 1975497 2093209 434940 427151 378165 2576817 2496099 2564825 0 0 X 2576817 2496099 2576817 2496099 2576817 2496099 2576817 -80718 2496099 2496099 Publicly-traded Securities 331034 314619 16415 16415 16415 926 926 926 800 0 200 1000 X 0 74 74 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 Julie Nash Broderick Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 John E Nash Foundation Source 501 Silverside Rd Wilmington DE 198091377 Co-Pres, Dir, Sec 1.0 0 0 0 Lindsay Alison Nash Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Shirley V Nash Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Co- Pres 1.0 0 0 0 2451663 64058 0 2515721 0 2515721 37736 2477985 123899 123899 926 926 122973 122973 122973 146571 0 0 0 0 146571 122973 2021 2020 2019 31433 76898 59446 46047 18263 232087 146571 122973 23598 255685 0 31433 224252 76898 59446 46047 18263 23598 John E Nash Shirley V Nash X CHESTER COUNTY FOOD BANK 650 PENNSYLVANIA DR EXTON PA 19341 N/A PC General & Unrestricted 10000 CHESTER SPRINGS LIBRARY 1709 ART SCHOOL RD CHESTER SPRGS PA 19425 N/A PC General & Unrestricted 1500 COATESVILLE YOUTH 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3364 FIRST EAGLE GLOBAL FUND CLASS 143743 149363 GALLAGHER ARTHUR J & CO 1464 3044 GEN DYNAMICS CP 4066 5959 GOLDMAN SACHS GQG PARTNERS INT 218633 222145 GOLDMAN SACHS TREASURYACCESS 0 72267 72008 GRAINGER W W INC 1940 4420 HARTFORD FINANCIALSERVICES GRO 1893 2857 HOME DEPOT INC 3981 4751 HONEYWELL INTL 4171 4960 INTEL CORP 1165 1956 INTERCONTINENTAL EXCHANGE, INC 1032 1210 INTERNATIONAL BUSINESS MACHINE 2396 3271 INTUIT 1868 2682 INTUITIVE SURGICAL 2914 3751 ISHARES TRUST RUSSELL 1000 GRO 86016 105033 ISHARES TRUST RUSSELL 1000 VAL 145786 150212 JOHNSON & JOHNSON 6899 6479 JP MORGAN CHASE 7005 7724 KENVUE INC 2288 2196 LINDE PLC COM 5612 7755 LOWES COMPANIES INC 7660 8267 MARSH AND MCLENNAN COMPANIES I 8223 10572 MASTERCARD INC 5559 6600 MCDONALD'S CORP 7603 9393 MEDTRONIC PLC 5714 4056 MERCK & CO INC 1136 1685 META PLATFORMS INC 7593 9947 METLIFE INC 2727 3614 MICROCHIP TECHNOLOGY INC 836 806 MICROSOFT CORP 17925 40304 MONDELEZ INTERNATIONAL INC 5834 7713 MONSTER BEVERAGE CORP 2854 3719 MORGAN STANLEY 5464 7180 MOTOROLA SOLUTIONS INC 4925 8111 NETFLIX INC 5176 7113 NEXTERA ENERGY, INC 13759 11829 NIKE INC-CL B 2546 2671 NORFOLK SOUTHERN CORP 7009 7395 NORTHROP GRUMMAN CORP 7202 7848 NVIDIA CORP 3043 11732 NXP SEMICONDUCTORS 4647 6201 PACKAGING CORP AMER 2968 3221 PALO ALTO NETWORKS INC 2231 4929 PARKER HANNIFIN CP 1803 3230 PAYPAL HOLDINGS, INC 2801 2100 PEPSICO INC 6519 7470 PFIZER INC 2394 1902 PHILIP MORRIS INTL 10531 10796 PNC FINANCIAL GROUP INC 4421 5192 PPG INDUSTRIES INC 5439 6299 PROCTER GAMBLE CO 4733 5020 PROGRESSIVE CORP OHIO 1545 2708 PROLOGIS 8604 10477 PRUDENTIAL TOTAL RETURN BD FD 195163 162474 PUBLIC SVC ENTERPRISE GROUP IN 2161 2446 RAYTHEON TECHNOLOGIES CORP 7660 7465 REPUBLIC SVCS INC 1849 2973 S&P GLOBAL INC COM 7464 9408 SALESFORCE.COM 4195 4471 SEAGATE TECHNOLOGY HOLDINGS PL 2552 2732 SHERWIN-WILLIAMS CO 2918 3544 SPLUNK INC 1461 1728 STARBUCKS CORP COM 2366 2515 STRYKER CORPORATION 2387 3185 SYSCO CORP 3495 3334 TARGET CORPORATION 2769 3270 TESLA MOTORS INC 1557 1896 TEXAS INSTRUMENTS INC 8677 9231 THE COCA-COLA CO 3088 3503 THE HERSHEY COMPANY 2568 2329 THERMO FISHER SCIENTIFIC INC 4187 5242 TJX COMPANIES INC 7874 10413 TRANE TECHNOLOGIES PLC 3823 5151 TRAVELERS COMPANIES INC 1448 1587 UBER 2288 3774 UNION PACIFIC 6397 6894 UNITED PARCEL SERVICE 9236 8510 UNITEDHEALTH GROUP INC 15172 23543 US BANCORP 4927 5713 VANGUARD FTSE ALL-WORLD EX-US 163466 148251 VENTAS INC 1376 1545 VERIZON COMMUNICATIONS 3096 2111 VISA INC 6821 8987 WAL-MART STORES INC 8214 9410 WEC ENERGY GROUP, INC 5426 4706 WELLS FARGO & CO 7284 8318 WORKDAY INC 2925 3290 XCEL ENERGY INC 3868 3405 ZOETIS INC 7945 8609 Administrative Fees 10546 10546 State or Local Filing Fees 25 25 Class Action Lawsuit Proceeds 158 158 Investment Management Services 18022 18022 990-PF Estimated Tax for 2023 800 990-PF Excise Tax for 2022 237 Foreign Tax Paid