2026-06-12T14:37:15-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 208004580 Mark and Jessie Milano Foundation % Foundation Source MARK 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JESSIE MILANO VICE PRESIDENT 8008391754 2026-06-02 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 5763190 X 0 X 5294 5294 124294 124294 963589 3706824 963589 1093177 1093177 0 43421 43421 10522 422 30105 102 30003 84048 43945 30003 499950 499950 583998 43945 529953 509179 1049232 0 73423 101905 101905 779797 968638 971605 2856628 3205743 4255715 491376 434117 433965 4201224 4710403 5763190 0 0 X 4201224 4710403 4201224 4710403 4201224 4710403 4201224 509179 4710403 4710403 Publicly-traded Securities 3706824 2743235 963589 963589 963589 14584 14584 14584 7293 0 7300 14593 X 0 9 9 0 false false false false false false false true true CA 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 Jessie Milano Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Mark R Milano Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 5619881 174887 0 5794768 0 5794768 86922 5707846 285392 285392 14584 14584 270808 270808 270808 529953 0 0 0 0 529953 270808 2023 2022 2021 42004 557132 599136 529953 270808 259145 858281 0 858281 42004 557132 259145 NONE X ADVENTIST HEALTH MEDICAL CENTER TEHACHAPI 1100 MEGELLAN DR TEHACHAPI CA 93561 N/A PC Adventist Health Tehachapi Valley Outpatient Clinic endowment fund 200000 BAKERSFIELD COLLEGE FOUNDATION 1801 PANORAMA DR BAKERSFIELD CA 93305 N/A PC Charitable Event 5000 BEAR VALLEY BUCKAROOS INC 22430 FARGO WAY TEHACHAPI CA 93561 N/A PC Champion Saddles Award fund 1100 CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION 4800 MORABITO PL 120 SAN LUIS OBISPO CA 93401 N/A PC Cal Poly Rodeo Scholarship Fund 50000 CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION 4800 MORABITO PL 120 SAN LUIS OBISPO CA 93401 N/A PC California State University San Luis Obispo Milano family rodeo scholarship endowment fund 75000 CALIFORNIA STATE UNIVERSITY 5151 STATE UNIVERSITY DR LOS ANGELES CA 90032 N/A GOV James Garrett Memorial Scholarship fund 27500 CRISIS PREGNANCY CENTER OF TEHACHAPI 103 E D ST TEHACHAPI CA 93561 N/A PC General & Unrestricted 2500 FLIGHT TEST HISTORICAL FOUNDATION PO BOX 57 EDWARDS CA 93523 N/A PC General & Unrestricted 5000 FRIENDS OF CRUM ELBOW MEETING HOUSE INC 144 RUSKEY LN HYDE PARK NY 12538 N/A PC Restoration of three windows fund 3600 FUTURE FARMERS OF AMERICA STATE ASSOCIATION & LOCA 21121 SIERRA VISTA DR TEHACHAPI CA 93561 N/A PC 2026 Greater Tehachapi FFA Chapter Scholarship Fund 1000 FUTURE FARMERS OF AMERICA STATE ASSOCIATION & LOCA 21121 SIERRA VISTA DR TEHACHAPI CA 93561 N/A PC 2025 Kern County Fair Participation by Greater Tehachapi FFA members fund 2500 FUTURE FARMERS OF AMERICA STATE ASSOCIATION & LOCA 21121 SIERRA VISTA DR TEHACHAPI CA 93561 N/A PC Charitable Event 750 PACIFIC JUSTICE INSTITUTE - USA PO BOX 7 GARDEN GROVE TX 92842 N/A PC General & Unrestricted 500 TEHACHAPI ARTS COMMISSION 27457 CLEAR CREEK RD KEENE CA 93531 N/A PC arts education in the Greater Tehachapi area and local arts scholarship fund 2500 Tehachapi High 801 S DENNISON RD Tehachapi CA 93561 N/A GOV 2026 Milano Family scholarship fund 10000 Tehachapi High 801 S DENNISON RD Tehachapi CA 93561 N/A GOV Milano Family Scholarship fund 10000 Tehachapi High 801 S DENNISON RD Tehachapi CA 93561 N/A GOV 2026 TRWF Scholarship Fund 500 Tehachapi High 801 S DENNISON RD Tehachapi CA 93561 N/A GOV TRWF Scholarship Fund 500 TEHACHAPI MOUNTAIN RODEO ASSOCIATION PO BOX 63 TEHACHAPI CA 93581 N/A PC General & Unrestricted 20000 THE CALIFORNIA 4-H FOUNDATION 2801 SECOND ST DAVIS CA 95618 N/A PC General & Unrestricted 25000 THE CALIFORNIA 4-H FOUNDATION 2801 SECOND ST DAVIS CA 95618 N/A PC Kern County 4-H Greater Tehachapi Area 2025 Livestock projects: United 4-H, Stallion Springs 4-H,Four Season 4-H, and Tehachapi Mountain 4-H 12500 THE CALIFORNIA 4-H FOUNDATION 2801 SECOND ST DAVIS CA 95618 N/A PC 2025 Modoc County 4-H Milano Family Scholarship Endowment fund 10000 THE CALIFORNIA 4-H FOUNDATION 2801 SECOND ST DAVIS CA 95618 N/A PC 2026 Modoc County 4-H Milano Family Scholarship fund 15000 THE CALIFORNIA 4-H FOUNDATION 2801 SECOND ST DAVIS CA 95618 N/A PC Kern County 4-H Scholarship Fund 8000 THE CALIFORNIA 4-H FOUNDATION 2801 SECOND ST DAVIS CA 95618 N/A PC Greater Tehachapi 4-H Clubs for Presentation day and programming to Greater Tehachapi 4-H club scholarship fund 11500 499950 14 5294 14 124294 18 963589 1093177 1093177 false false false false false false false false false false AMERICAN TOWER CORP NOTE - 5.6 41427 42210 AT&T INC - 4.300% - 02/15/2030 43806 40083 BK OF AMERICA CORP SER - 3.593 35561 34763 CITIGROUP INC NOTE - 2.561% - 39205 40869 COCA COLA CO NOTE CALL - 1.375 25214 26326 CVS CAREMARK CORP NOTE - 4.300 32826 30107 DUKE ENERGY CORP - 3.400% - 06 31689 34198 GOLDMAN SACHS GROUP - 4.223% - 34498 35081 JEFFERIES GROUP LLC - 4.850% - 30538 30202 ORACLE CORP NOTE CALL MAKE WHO 30377 31428 PROLOGIS - 2.125% - 04/15/2027 35318 34258 T MOBILE - 3.875% - 04/15/2030 33398 34455 UNITEDHEALTH GROUP INC - 3.850 20260 19985 3M CO 21761 24015 ACE LTD 23136 24970 ADOBE SYSTEMS, INC 1782 7000 ADVANCED MICRO DEVICES INC 18529 32124 ALPHABET INC CL A 90125 209710 ALTRIA GROUP INC 15268 14992 AMAZON COM 84438 124643 APPLE INC 66562 212051 ARISTA NETWORKS 12965 13103 BANK OF AMERICA CORP 14668 15950 BERKSHIRE HATHAWAY INC. 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