2023-09-19T11:53:55-05:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 452428903 Tomlinson Family Foundation % Foundation Source TOML 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Steffan Tomlinson Co-President 8008391754 2023-08-31 true Steffan Tomlinson 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 2770000 X 0 X 1234 1234 26568 26568 116980 3142362 1642173 144782 1669975 0 3494 3494 18324 24 21851 21851 43669 3518 21851 1428395 1428395 1472064 3518 1450246 -1327282 1666457 75617 70189 70189 193182 182649 2949850 1244513 2347272 190301 169890 3025467 1698185 2770000 0 0 X 3025467 1698185 3025467 1698185 3025467 1698185 3025467 -1327282 1698185 1698185 Publicly-traded Securities 3142362 1500189 1642173 1642173 1642173 23164 23164 23164 18220 0 5500 23720 X 0 556 556 false false false false false false true 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 Kelli Tomlinson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Co- Pres, Dir 1.0 0 0 0 Steffan Tomlinson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Co- Pres 1.0 0 0 0 3451682 185036 0 3636718 0 3636718 54551 3582167 179108 179108 23164 23164 155944 155944 155944 1450246 0 0 0 0 1450246 155944 2020 2019 2018 526335 150679 159496 322420 944252 2103182 1450246 155944 1294302 3397484 0 526335 2871149 150679 159496 322420 944252 1294302 Kelli Tomlinson Steffan Tomlinson X AGAWAM COUNCIL 6 FUNDY RD STE 100 FALMOUTH ME 04105 N/A PC General & Unrestricted 5000 BAY AREA WOMENS SPORTS INITIATIVE INC 1922 THE ALAMEDA STE 420 SAN JOSE CA 95126 N/A PC General & Unrestricted 2500 BELGRADE REGIONAL CONSERVATION ALLIANCE INC PO BOX 250 BELGRADE LKS ME 04918 N/A PC General & Unrestricted 25000 BERKELEY REPERTORY THEATRE 999 HARRISON ST BERKELEY CA 94710 N/A PC Annual Fund 60000 BERKELEY REPERTORY THEATRE 999 HARRISON ST BERKELEY CA 94710 N/A PC Strategic Initiatives 86111 BERKELEY REPERTORY THEATRE 999 HARRISON ST BERKELEY CA 94710 N/A PC General & Unrestricted 12500 BOYS & GIRLS CLUB OF THE PENINSULA 401 PIERCE RD MENLO PARK CA 94025 N/A PC General & Unrestricted 30000 BRADY CENTER TO PREVENT GUN VIOLENCE 840 FIRST ST NE STE 400 WASHINGTON DC 20002 N/A PC General & Unrestricted 30000 BROOKS SCHOOL 1160 GREAT POND RD NORTH ANDOVER MA 01845 N/A PC Brooks Fund - Appreciation Week 10000 CAMP RUNOIA ALUMNAE ORGANIZATION PO BOX 344 BELGRADE LAKES ME 04918 N/A PC General & Unrestricted 5000 CHALLENGE SUCCESS PO BOX 20053 STANFORD CA 94309 N/A PC Growth Partner Campaign 50000 CHILD AND FAMILY RESEARCH AND TRAINING INSTITUTE 330 RAVENSWOOD AVE MENLO PARK CA 94025 N/A PC General & Unrestricted 2450 CRAIG HOSPITAL FOUNDATION 3425 S CLARKSON ST ENGLEWOOD CO 80113 N/A SO I Charitable Event 1000 GIRLS MIDDLE SCHOOL 3400 W BAYSHORE RD PALO ALTO CA 94303 N/A PC The Bennett Scholars Program Scholarship Fund 37668 GIRLS MIDDLE SCHOOL 3400 W BAYSHORE RD PALO ALTO CA 94303 N/A PC Bennett Scholars Endowment Scholarship Fund 333333 GIRLS MIDDLE SCHOOL 3400 W BAYSHORE RD PALO ALTO CA 94303 N/A PC The NDSJ Bennett Scholars Fund Scholarship Fund 5000 HRJ CHARITIES INC 555 BRYANT ST 230 PALO ALTO CA 94301 N/A PC General & Unrestricted 15000 KAMUKAMA FOUNDATION PO BOX 5929 AUSTIN TX 78763 N/A PC Charitable Event 5000 KAMUKAMA FOUNDATION PO BOX 5929 AUSTIN TX 78763 N/A PC General & Unrestricted 5000 LIFEMOVES 181 CONSTITUTION DR MENLO PARK CA 94025 N/A PC General & Unrestricted 25000 LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH 400 HAMILTON AVE SUITE 340 PALO ALTO CA 94301 N/A PC Ambassadors 1500 NEWPORT MESA PROLITERACY 1000 AVOCADO AVE NEWPORT BEACH CA 92660 N/A PC Rochelle Hoffman Memorial Fund 5000 NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE 216110 BOSTON MA 02115 N/A PC Music Industry Fund 15000 PENINSULA ARTS GUILD 314 LYTTON AVE STE 200 PALO ALTO CA 94301 N/A PC General & Unrestricted 333333 PENINSULA BRIDGE PROGRAM 177 BOVET RD STE 120 SAN MATEO CA 94402 N/A PC General & Unrestricted 50000 RAVENSWOOD EDUCATION FOUNDATION PO BOX 396 MENLO PARK CA 94026 N/A PC General & Unrestricted 20000 SECOND HARVEST OF SILICON VALLEY 4001 N 1ST ST SAN JOSE CA 95134 N/A PC General & Unrestricted 25000 SILICON VALLEY SOCIAL VENTURE FUND 350 TWIN DOLPHIN DR STE 103 REDWOOD CITY CA 94065 N/A PC General & Unrestricted 5000 ST FRANCIS HIGH SCHOOL 1885 MIRAMONTE AVE MOUNTAIN VIEW CA 94040 N/A PC Saint Francis Fund - Giving Tuesday 20000 STANFORD UNIVERSITY 485 BROADWAY 4TH FL MC 5470 REDWOOD CITY CA 94063 N/A PC Doctor Steven Coutre Research and Education FuND 20000 THE FIT KIDS FOUNDATION INC 1143 CRANE ST UNIT 203 MENLO PARK CA 94025 N/A PC General & Unrestricted 8000 THE UCLA FOUNDATION PO BOX 7145 PASADENA CA 91109 N/A PC Infectious Disease Division Fund 10000 TRINITY COLLEGE 300 SUMMIT ST HARTFORD CT 06106 N/A PC CURRENT FINANCIAL AID- HARTFORD STUDENTS 100000 TRINITY COLLEGE 300 SUMMIT ST HARTFORD CT 06106 N/A PC Womens Soccer Team 5000 TRINITY COLLEGE 300 SUMMIT ST HARTFORD CT 06106 N/A PC Friends of Women's Soccer Fund 5000 TRINITY COLLEGE 300 SUMMIT ST HARTFORD CT 06106 N/A PC Friends of Men's Basketball Fund 5000 TRINITY COLLEGE 300 SUMMIT ST HARTFORD CT 06106 N/A PC Annual Fund 50000 TRINITY COLLEGE 300 SUMMIT ST HARTFORD CT 06106 N/A PC Mens Basketball Team 5000 1428395 14 1234 14 26568 18 116980 144782 144782 false false false false false false false false false false ANHEUSER BUSCH - 4.750% - 01/2 5599 4947 BANK AMER CORP - 3.559% - 04/2 10337 9376 BAT CAPITAL CORP NOTE - 3.215% 7045 6466 BIOGEN INC - 2.250% - 05/01/20 4610 4073 BOEING CO NOTE CALL MAKE WHOLE 6825 6367 BUNGE LIMITED FINANCE CORP - 2 8579 7411 CAPITAL ONE FINANCIAL - 3.650% 3115 2826 CITIGROUP INC BD - 4.125% - 07 9334 8286 COMCAST CORP BOND - 4.250% - 0 9957 8494 DELL INTL - 4.900% - 10/01/202 5440 4928 DISNEY WALT CO - 2.650% - 01/1 6890 5989 DOMINION RESOURCES - 5.250% - 2332 1969 DOW CHEMICAL CO NOTE - 4.250% 2767 2723 FOX CORP SER B - 4.709% - 01/2 7650 6764 GENERAL MTRS FINL COINC NOTE - 3170 2853 JPMORGAN CHASE & CO - 1.578% - 10518 9648 KFW - 1.750% - 09/14/2029 2934 2593 MORGAN STANLEY MTN - 0.791% - 8530 8510 ORACLE CORP - 2.950% - 04/01/2 6731 5975 PIEDMONT NATURAL GAS - 3.500% 9265 8265 REALTY INCOME CORP - 3.650% - 8382 7474 ROPER TECHNOLOGIES INC - 2.000 2744 2412 SKYWORKS SOLUTIONS - 3.000% - 6572 5497 SUMITOMO MITSUI FIN GRP - 3.78 3144 2890 TORONTO DOMINION BANK SER C MT 10376 9222 TRANSCANADA PIPELINE - 4.250% 4272 3794 V F CORP NOTE - 2.950% - 04/23 13892 11667 WELLS FARGO &CO - 3.196% - 06/ 6124 5564 WELLS FARGO CO - 4.100% - 06/0 3167 2907 ARISTA NETWORKS 341175 1753750 BLACKROCK INDEX FDS INTL FD K 46136 39781 GOLDMAN SACHS HIGH YIELD FUND 52016 44693 ISHARES 20+ YR TREAS BD 12591 12445 ISHARES S&P 500 INDEX FUND CL 186064 157272 SNOWFLAKE INC 441668 178994 STATE STREET EMERGING MARKETS 29962 23041 STATE STREET HEDGED INTL DEV E 43097 34491 VANGUARD GLOBAL EX-US REAL EST 15840 12567 VANGUARD SF REIT ETF 14913 11795 VANGUARD SM-CAP ETF 44793 39278 ZSCALER INC 16258 39165 193182 182649 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2022, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,428,396. This amount represents 25% or more of the Foundation's net assets of $5,413,029 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2022. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 21826 21826 State or Local Filing Fees 25 25 Investment Management Services 3494 3494 990-PF Estimated Tax for 2022 18200 990-PF Extension for 2021 100 Foreign Tax Paid 24 24