2026-07-30T13:09:41-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 830961842 Scott and Jessica McClintock Foundation % SCOTT MCCLINTOCK SCOT 7026294867 4535 Dean Martin Dr Unit 2-101 LAS VEGAS NV 89103 Scott McClintock President 7026294867 2026-07-15 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X X 3573614 X 0 X 31866 31866 194373 194373 212898 2189333 212898 209 209 439346 439346 77687 77687 5856 5856 140831 0 0 140831 71617 71617 14159 159 30083 347 29736 340233 72123 0 254110 8752669 8752669 9092902 72123 0 9006779 -8653556 367223 0 361546 578852 578852 2674332 512719 505118 4245499 1339437 1990927 1639145 493036 498717 8920522 2924044 3573614 0 0 X 8920522 2924044 8920522 2924044 8920522 2924044 8920522 -8653556 2657078 2924044 2924044 Publicly-traded Securities 2189333 1976435 212898 212898 212898 5104 5104 5104 11290 0 11290 X 0 6186 6186 0 false false false false false false true true true DE true false false false true true SCOTT MCCLINTOCK 7026294867 4535 DEAN MARTIN DR UNIT 2-101 LAS VEGAS NV 89103 false false false false true false false false false false false false false false false false false false false false false false Scott McClintock 4535 Dean Martin Dr Unit 2-101 LAS VEGAS NV 89103 Dir, Pres, Sec, Treas 8.0 0 0 0 Michael Roberts 4535 Dean Martin Dr Unit 2-101 LAS VEGAS NV 89103 VP, Dir 20.0 77687 0 0 LOEB & LOEB LLP 10100 SANTA MONICA BLVD STE 2200 LOS ANGELES CA 90067 Philanthropic 135831 8029864 1006329 0 9036193 0 9036193 135543 8900650 445033 445033 5104 5104 439929 439929 439929 9006779 0 0 0 0 9006779 439929 2023 2022 2021 155453 52696 6370 214519 9006779 439929 8566850 8781369 0 8781369 155453 52696 6370 8566850 NONE X AKASHINGA INC 29476 NORTHWESTERN HWY STE 531 SOUTHFIELD MI 48034 N/A PC General & Unrestricted 48800 BIG DOG RANCH RESCUE INC 14444 OKEECHOBEE BLVD LXHTCHEE GRVS FL 33470 N/A PC General & Unrestricted 1800 ECO ERA PO BOX 548 FOREST KNOLLS CA 94933 N/A PC To protect the Costa Rica rainforest lands and expenses related directly to this project 5200 ECO ERA PO BOX 548 FOREST KNOLLS CA 94933 N/A PC General & Unrestricted 10100 FRIENDS OF KATAHDIN WOODS AND WATERS PO BOX 18177 PORTLAND ME 04112 N/A PC General & Unrestricted 2950 HUMANE WORLD FOR ANIMALS INC 1255 23RD ST NW STE 450 WASHINGTON DC 20037 N/A PC General & Unrestricted 1500 MOUNTAIN LION FOUNDATION PO BOX 1896 SACRAMENTO CA 95812 N/A PC General & Unrestricted 5800 NATIONAL MARINE MAMMAL FOUNDATION INC 2240 SHELTER ISLAND DR STE 200 SAN DIEGO CA 92106 N/A PC General & Unrestricted 36800 NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 N/A PC McClintock Family Charitable Fund, J.P. Morgan Charitable Giving Fund (IN-KIND GRANTS- SEE GENERAL EXPLANATION) 8312619 NATURAL RESOURCES COUNCIL INC 3 WADE ST AUGUSTA ME 04330 N/A PC General & Unrestricted 32800 NATURAL RESOURCES DEFENSE COUNCIL INC 40 WEST 20TH ST 11TH FLOOR NEW YORK NY 10011 N/A PC General & Unrestricted 7000 OCEANA INC 1025 CONNECTICUT AVE NW STE 200 WASHINGTON DC 20036 N/A PC General & Unrestricted 36000 OCEANSWIDE INC PO BOX 797 NEWCASTLE ME 04553 N/A PC General & Unrestricted 17200 PAWSITIVE BEGINNINGS 659 COLSON DR KEY LARGO FL 33037 N/A PC General & Unrestricted 6000 PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC 501 FRONT ST NORFOLK VA 23510 N/A PC GENERAL & UNRESTRICTED 2000 PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC 501 FRONT ST NORFOLK VA 23510 N/A PC General & Unrestricted 24000 SAVE THE RHINO INTERNATIONAL INC 1350 AVE OF THE AMERICAS 2ND FL SUI NEW YORK NY 10019 N/A PC General & Unrestricted 67700 SIERRA CLUB FOUNDATION 2101 WEBSTER ST STE 1250 OAKLAND CA 94612 N/A PC to support Sierra Club - Maine Chapter 800 SIERRA CLUB FOUNDATION 2101 WEBSTER ST STE 1250 OAKLAND CA 94612 N/A PC General & Unrestricted 3600 SIERRA CLUB FOUNDATION 2101 WEBSTER ST STE 1250 OAKLAND CA 94612 N/A PC to support Sierra Club - Maine Chapter 2400 SIERRA WATCH 408 BROAD ST STE 12A NEVADA CITY CA 95959 N/A PC General & Unrestricted 600 THE ELEPHANT SANCTUARY IN TENNESSEE PO BOX 393 HOHENWALD TN 38462 N/A PC General & Unrestricted 49000 TROUT UNLIMITED INC PO BOX 98166 WASHINGTON DC 20090 N/A PC Trout Unlimited Alaska Project 4000 TROUT UNLIMITED INC PO BOX 98166 WASHINGTON DC 20090 N/A PC General & Unrestricted 8000 TROUT UNLIMITED INC PO BOX 98166 WASHINGTON DC 20090 N/A PC Alaska Trout Unlimited Project, and to the Maine Trout Unlimited Project 12000 WORLD WILDLIFE FUND INC 1250 24TH ST NW WASHINGTON DC 20037 N/A PC General & Unrestricted 18000 WORLD WILDLIFE FUND INC 1250 24TH ST NW WASHINGTON DC 20037 N/A PC Amazon Rainforest projects and South American Ghost Gear projects 36000 8752669 14 31866 14 194373 18 212898 CLASS ACTION LAWSUIT PROCEEDS 01 209 439346 439346 false false false false false false false false false false PART I LINE 15 PART I LINE 15 AMOUNTS REPORTED ON PART I LINE 15 INCLUDE THE FOUNDATION'S SHARE OF PAYROLL TAXES AND MEDICAL REIMBURSEMENTS. THE FOUNDATION DOES NOT PROVIDE A PENSION PLAN TO ITS EMPLOYEE(S) AS HAS BEEN TRUE FOR PRIOR YEARS. ALPHABET INC NOTE - 1.998% - 0 25659 24740 AMERICAN EXPRESS CO NOTE - 5.8 20647 20690 APPLE INC NOTE CALL - 3.350% - 27569 24922 AT&T INC - 2.750% - 06/01/2031 17312 18385 BANK OF NY MELLON - 4.596% - 0 23947 25457 BK OF AMERICA CORP MTN - 4.571 14238 14989 CME GROUP - 4.400% - 03/15/203 14840 15205 DEERE JOHN CAPITAL CORP MTN - 20161 20389 FISERV INC NOTE CALL MAKE WHOL 9453 9704 GOLDMAN SACHS BANK - 5.330% - 20367 20585 HOME DEPOT INC - 2.950% - 06/1 36146 33900 INTEL CORP - 5.200% - 02/10/20 10118 10209 JPMORGAN CHASE & CO NOTE - 4.8 25042 25324 LABORATORY CORP OF AMER - 4.35 9692 10026 LOWES COS - 3.750% - 04/01/203 18497 19165 MARSH &MCLENNAN - 5.400% - 09/ 14248 15806 MCKESSON CORP - 4.250% - 09/15 14683 15091 NASDAQ - 5.550% - 02/15/2034 15222 15777 NEXTERA ENERGY CAP - 2.250% - 8731 9203 OMNICOM GROUP INC BOND - 3.600 28711 29956 PEPSICO - 4.450% - 02/15/2033 9882 10187 SCHLUMBERGER INVT - 4.850% - 0 9865 10102 STATE STR CORP NOTE - 5.272% - 24886 25160 SYSCO CORPORATION - 3.250% - 0 20966 19803 TARGET CORP - 4.400% - 01/15/2 10018 10014 VERIZON COMMUNICATIONS INC - 2 17790 19206 VULCAN MATERIALS CO - 3.500% - 9678 9696 WELLTOWER INC - 4.125% - 03/15 14668 15026 ABBOTT LABS 8836 9647 ABBVIE INC 11662 14852 ACCENTURE PLC 4802 7244 ACUITY BRANDS INC 254 360 ADOBE SYSTEMS, INC 6312 5950 ADVANCED MICRO DEVICES INC 12174 13278 AFLAC INC 2822 3749 AIR PRODS & CHEM INC 1986 1976 AIRBNB 2778 2307 AKAMAI TECH COM STK 841 785 ALBEMARLE CP 892 990 ALEXANDRIA REAL ESTATE EQUITIE 1020 392 ALLSTATE CORP 1914 2498 ALPHABET INC CL A 12288 64478 ALPHABET INC CL C 22510 49580 AMAZON COM 56848 75940 AMER INTERNATIONAL GROUP INC 1680 1968 AMEREN CORPORATION 294 399 AMERICAN AIRLINES GROUP INC 921 797 AMERICAN ELECTRIC POWER INC 3251 3805 AMERICAN EXPRESS CO 5308 8879 AMERICAN TOWER REIT INC 4519 3687 AMERICAN WATER WORKS COMPANY I 1263 1175 AMERIPRISE FINANCIAL INC 2478 2942 AMETEK INC 3610 4106 AMGEN INC 5231 6219 AMPHENOL CORPORATION 3569 8784 AON PLC CL A 2848 3176 APOLLO GLOBAL MANAGEMENT, INC 2885 2461 APPLE INC 55912 139463 APPLIED MATERIALS INC 5035 7710 APPLOVIN CORP 5275 6064 ARCH CAPITAL GROUP LTD 1804 1918 ARCHER DANIELS MDLND 1484 1552 ARISTA NETWORKS 3810 6552 AT&T, INC 6021 8619 ATI INC 1097 1492 ATMOS ENERGY CORP 1005 1173 AUTODESK, INC 2066 2368 AUTOMATIC DATA PROCESSING INC 5374 5659 AUTOZONE INC 3956 3392 AVALONBAY CMNTYS INC 1113 1088 AXON ENTERPRISE 2500 4543 BAKER HUGHES COMPANY 5217 6740 BANK NEW YORK MELLON CORP COM 2459 5108 BANK OF AMERICA CORP 12150 18645 BECTON DICKINSON & CO 2632 2135 BOOKING HOLDINGS INC 5477 5355 BOSTON SCIENTIFIC 4107 5721 BRISTOL-MYERS SQUIBB CO 4007 3992 BROADCOM INC 21370 57107 BROADRIDGE FINANCIAL 1216 1339 BUNGE GLOBAL SA 375 356 CADENCE DESIGN SYSTEMS INC 3060 3126 CAPITAL ONE FINANCIAL CORP 3167 5817 CARDINAL HEALTH INC 1036 1850 CARNIVAL CORP 423 794 CARPENTER TECH 1288 1259 CARRIER GLOBAL 2040 1744 CBOE HOLDINGS INC 775 753 CBRE GROUP 1125 1929 CDW CORP 1245 681 CENCORA INC 2130 2702 CENTENE CORP 1797 946 CENTERPOINT ENERGY 867 920 CF INDUSTRIES HOLDINGS, INC 1179 1005 CHARLES SCHWAB CORP 4611 6794 CHARTER COMMUNICATIONS, INC 890 626 CHIPOTLE MEX GRILL 2680 1850 CHUBB LIMITED 6382 7803 CIGNA CORPORATION 3787 3028 CINCINNATI FINANCIAL CORP 1059 1470 CINTAS CRP 1092 1316 CITIGROUP INC 4709 9569 CLOUDFLARE, INC. 712 789 CME GROUP, INC 4113 5189 COGNIZANT TECHNOLOGY SOLUTIONS 2162 2324 COINBASE GLOBAL 1461 1357 COLGATE-PALMOLIVE COMPANY 1586 1422 COMCAST CORP 7910 5350 CONAGRA FOODS INC 863 554 CONSOLIDATED EDISON INC 2343 2582 CONSTELLATION BRANDS INC 1575 828 CONSTELLATION ENERGY GROUP INC 2412 4239 COPART INC 2050 1449 CORTEVA INC 1545 1877 COSTAR GROUP, INC 1040 807 COSTCO WHOLESALE CORPORATION 8817 14660 CRANE CO 1068 1291 CROWDSTRIKE HOLDINGS, INC 3239 4219 CROWN CASTLE INTL 2244 1777 CSX CORP 3800 3625 CVS CAREMARK CORP 3871 4047 D R HORTON 1722 2016 DANAHER CORP 6077 5494 DARDEN RESTAURANTS INC 1033 1104 DARLING INGREDIENTS INC 910 1008 DATADOG INC 925 952 DECKERS OUTDOOR CORPORATION 834 415 DEERE CO 4850 6052 DELL TECHNOLOGIES INC CLASS C 1133 1133 DEXCOM, INC 2018 996 DIGITAL RLTY TR INC 1758 1857 DOLLAR GENERAL CORP 638 531 DOLLAR TREE INC 908 1107 DOMINION ENERGY INC 1431 1758 DONALDSON CO. INC 880 1153 DOORDASH ORD SHS CLASS A 1783 2265 DOVER CORP 2391 2733 DOW INC 2701 1099 DTE ENERGY CO COM 1940 2064 DU PONT DE NEMOURS 969 1166 DUKE ENERGY CO 5331 6564 EASTMAN CHEMICAL CO 733 511 EBAY INC 1141 1916 ECOLAB INC 2469 3938 EDISON INTL 416 360 EDWARDS LIFESCIENCES 2190 2046 ELECTRONIC ARTS 1544 2043 ELEVANCE HEALTH INC 3258 2103 ELI LILLY & CO 20001 29016 EMCOR GROUP INC 616 612 EMERSON ELECTRIC CO 3283 3982 ENERSYS 279 440 ENTERGY CORP 1188 2126 EPAM SYSTEMS INC 921 615 EQUIFAX INC 1324 1085 EQUINIX, INC 3571 3065 EQUITY RESIDENTIAL PPTYS TR 1007 1009 EVEREST GROUP, LTD 761 679 EVERSOURCE ENERGYINC 1028 1145 EXELON CORPORATION 1852 2180 EXPEDIA INC 274 567 EXTRA SPACE STORAGE 1145 912 F5 NETWORKS, INC 1353 1787 FAIR ISSAC & CO INC 1282 1691 FASTENAL COMPANY 1711 1846 FEDEX CORPORATION 2018 2311 FIDELITY NATIONAL INFORMATION 1537 1462 FIFTH THIRD BANCORP 1034 1311 FIRST SOLAR INC 977 1567 FISERV, INC 2498 1746 FORD MOTOR COMPANY 1082 1168 FORTINET INC 1796 1668 FOX CORP CL A 902 1315 FTAI AVIATION LTD 1022 1181 GALLAGHER ARTHUR J & CO 2703 2588 GARMIN LTD 1022 1420 GARTNER INC 1402 757 GE HEALTHCARE TECHNOLOGIES INC 1483 1312 GE VERNOVA 1886 7189 GEN DIGITAL ORD SHS 882 870 GENERAC HOLDING INC 959 818 GENERAL MILLS INC 2623 1860 GENUINE PARTS COMPANY 1065 861 GILEAD SCIENCES INC 3389 5523 GODADDY INC 1756 1117 GOLDMAN SACHS GROUP 5024 11427 GRACO INC 829 820 GRAINGER W W INC 964 1009 HALLIBURTON COMPANY 9339 8987 HARTFORD FINANCIALSERVICES GRO 2456 3445 HCA INC 1606 2334 HEWLETT PACKARD ENTERPRISE CO 1031 1369 HEXCEL CP DELAWARE 2390 2365 HILTON WORLDWIDE HOLDINGS, INC 1984 2585 HOME DEPOT INC 6772 12044 HOWMET AEROSPACE ORD SHS 3386 10661 HP INC 1571 1136 HUBBELL INCORPORATED 1923 2221 HUMANA INC 1385 1025 IDEX CP 1905 1424 IDEXX LABORATORIES INC 1073 1353 ILLINOIS TOOL WORKS 6018 5665 INGERSOLL-RAND INC 2149 1901 INSULET CORPORATION 807 853 INT'L FLAVORS & FRAGRANCES INC 903 741 INTEL CORP 7303 6015 INTERCONTINENTAL EXCHANGE, INC 3807 4859 INTERNATIONAL PAPER CO 1080 748 INTUIT 7181 7287 INTUITIVE SURGICAL 4949 7363 IQVIA HOLDINGS INC 517 451 ITT INC 253 347 JABIL CIRCUIT INC 716 912 JOHNSON & JOHNSON 17510 22558 JOHNSON CONTROLS INTERNATIONAL 1658 3233 JP MORGAN CHASE 20867 35766 KARMAN HOLDINGS INC COMMON STO 1119 1537 KENVUE INC 1064 794 KEURIG DR PEPPER INC 1901 1765 KEYSIGHT TECHNOLOGIES INC 1070 1422 KIMBERLY CLARK CORP 1391 1110 KKR & CO INC 3568 2932 KLA TENCOR CORP 3490 6075 KRAFT HEINZ CO 2725 1892 KROGER CO 1933 2187 LAM RESEARCH CORP 4635 8559 LENNAR CORP 548 720 LINDE PLC COM 11753 10660 LIVE NATION INC COM 851 855 LOAR HOLDINGS INC 1088 816 LOEWS CORP 6931 8951 LOWES COMPANIES INC 3372 3376 LULULEMON ATHLETICA INC 1843 831 M&T BANK CORP 286 403 MARRIOTT INTERNATIONAL INC. CL 2233 2792 MARSH AND MCLENNAN COMPANIES I 6171 5566 MARTIN MARIETTA MATLS INC 1785 1868 MARVELL TECHNOLOGY, INC 344 425 MASTERCARD INC 9167 18268 MCCORMICK & CO 1046 1022 MCDONALD'S CORP 9450 9780 MCKESSON CORP 2777 4101 MEDTRONIC PLC 6471 5571 MERCK & CO INC 8816 10631 META PLATFORMS INC 37510 50827 METLIFE INC 3152 3473 MICROCHIP TECHNOLOGY INC 2449 1720 MICRON TECHNOLOGY 4241 12843 MICROSOFT CORP 31339 126225 MICROSTRATEGY INCORPORATED 776 304 MID-AMERICA APT COMMUNITIES IN 902 833 MOLINA HEALTHCARE 896 521 MOLSON COOR BREW CO CL B 873 794 MONDELEZ INTERNATIONAL INC 5063 3768 MONOLITHIC POWER SYSTEMS, INC 1443 1813 MONSTER BEVERAGE CORP 1006 1303 MOODYS CORP 1934 2554 MORGAN STANLEY 4335 8877 MSCI INC 1129 1147 NASDAQ OMX GROUP 849 1068 NETAPP, INC 1027 1071 NETFLIX INC 4813 14064 NEXTERA ENERGY, INC 5065 7065 NIKE INC-CL B 3607 2166 NORFOLK SOUTHERN CORP 2321 2598 NORTHERN TRUST CORPORATION 1070 1776 NOV INC 3384 3251 NRG ENERGY 1212 1274 NVIDIA CORP 73274 157405 NXP SEMICONDUCTORS 3037 2605 O'REILLY AUTOMOTIVE INC 1196 2736 OMNICOM GROUP 855 808 ON SEMICONDUCTOR 1458 975 ORACLE CORP 6999 11890 OTIS WORLDWIDE CORP 2597 2358 PACCAR INC 3534 3395 PALO ALTO NETWORKS INC 4364 4052 PAYCHEX 1824 1683 PAYPAL HOLDINGS, INC 2857 2277 PENTAIR INC. COM 1135 1458 PEPSICO INC 12772 10620 PFIZER INC 6913 6125 PG & E CORP 857 691 PNC FINANCIAL GROUP INC 2899 3966 PROCTER GAMBLE CO 17113 15191 PROGRESSIVE CORP OHIO 4722 5465 PROLOGIS 5331 5106 PRUDENTIAL FINCL INC 1076 1016 PTC INC 1109 1045 PUBLIC STORAGE INC 2338 2076 PUBLIC SVC ENTERPRISE GROUP IN 1825 2248 QNITY ELECTRONICS INC 39 41 QUALCOMM INC 7737 7697 QUANTA SVCS INC 2393 3799 RAYMOND JAMES FINANCIAL INC 953 1285 REALTY INCOME CORP 2309 2198 REGENERON PHARMACEUTICALS INC 2714 2316 REPUBLIC SVCS INC 2210 2543 RESMED INC 941 1204 REVOLUTION MEDICINES INC 935 956 ROBINHOOD 3204 2828 ROBLOX ORD SHS CLASS A 1064 648 ROCKET LAB USA INC 837 1325 ROCKWELL AUTOMATION INC 1952 2723 ROPER INDUSTRIES 2764 2226 ROSS STORES, INC 1079 1261 ROYAL CARRIBEAN CRUISE 2084 3626 S&P GLOBAL INC COM 4733 7316 SALESFORCE.COM 11649 10067 SANDISK CORP SBA COMMUNICATIONS CORP 1107 967 SEAGATE TECHNOLOGY HOLDINGS PL 1003 3029 SEMPRA ENERGY COM 2093 2560 SERVICE NOW 3432 6128 SHERWIN-WILLIAMS CO 3061 2916 SIMON PPTY GROUP INC 1495 1851 SKYWORKS SOLUTIONS, INC 1390 824 SNAP ON INC 1160 1378 SOUTHERN CO 4653 5842 SOUTHWEST AIRLINES 1013 1240 STANDARDAERO INC 2377 2409 STANLEY BLACK & DECKER INC 1190 966 STARBUCKS CORP COM 4247 3874 STATE STREET CORPORATION 1176 2064 STRYKER CORPORATION 4641 4569 SUPER MICRO COMPUTER INC 1510 585 SYNOPSYS, INC 3212 2818 SYSCO CORP 722 663 T-MOBILE US INC 3630 4467 TAIWAN SEMICONDUCTOR MFG CO LT 684 1519 TAKE-TWO INTERACTIVE SOFTWARE 1134 1792 TAPESTRY INC 816 1278 TARGET CORPORATION 2176 1271 TE CONNECTIVITY LTD 3111 5005 TECHNIPFMC PLC 3037 4545 TESLA MOTORS INC 17339 43623 THE BLACKSTONE GROUP INC CL A 3143 3854 THE COCA-COLA CO 11732 13632 THE HERSHEY COMPANY 1392 1274 THE MOSAIC CO 2090 1590 THE TRADE DESK INC 961 683 THERMO FISHER SCIENTIFIC INC 6352 6953 TJX COMPANIES INC 2478 7220 TKO GROUP HOLDINGS, INC 965 1045 TRACTOR SUPPLY CO COM 646 650 TRANE TECHNOLOGIES PLC 839 3503 TRAVELERS COMPANIES INC 3068 4061 TRUIST FINANCIAL CORPORATION 1938 2559 TYLER TECHNOLOGIES, INC 948 908 TYSON FOODS INC CL A 857 879 U G I CP 3127 3481 UBER 6229 6537 ULTA SALON, COSMETICS & FRAGRA 791 1210 UNION PACIFIC 7466 6940 UNITED CONTINENTAL HOLDINGS IN 559 1454 UNITED PARCEL SERVICE 5889 3769 UNITED RENTALS INC 1988 2428 UNITEDHEALTH GROUP INC 7352 9903 US BANCORP 3150 3842 VALARIS PLC 3645 3326 VENTAS INC 945 1083 VERALTO CORPORATION 911 898 VERISIGN INC 1126 972 VERISK ANALYTICS, INC 1423 1342 VERIZON COMMUNICATIONS 7102 7209 VERTEX PHARMCTLS INC 2817 4080 VERTIV CL A 799 1134 VISA INC 19651 24550 VISTRA ENERGY CORP 1211 2097 VULCAN MATERIALS CO 1588 1711 WAL-MART STORES INC 11142 18940 WALGREENS BOOTS ALLIANCE WTS WALT DISNEY HOLDINGS CO 6972 8533 WARNER BROS. DISCOVERY, INC 886 2363 WASTE MANAGEMENT INC 4385 4614 WEATHERFORD INTL 1721 2191 WEC ENERGY GROUP, INC 2158 2531 WELLTOWER INC. 3340 5383 WESTERN DIGITAL CORP 574 2756 WESTINGHOUSE AIR BRAKE TECHNOL 1412 2135 WORKDAY INC 2271 1933 XCEL ENERGY INC 1057 1477 XYLEM INC 758 1634 YUM BRANDS INC 842 908 ZIMMER BIOMET HOLDINGS 1027 719 ZOETIS INC 2017 1384 512719 505118 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, 2025, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $8,752,669. This amount represents 25% or more of the Foundation's net assets of $11,623,815 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2025. 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. General Consultations 140831 140831 Administrative Fees 25910 25910 Bank Charges 347 347 Digital Subscriptions 105 105 Payroll Processing Fees 996 996 State or Local Filing Fees 25 25 WEBSITE HOSTING/SUPPORT 2700 2700 Class Action Lawsuit Proceeds 209 209 GRANTS OF PUBLICLY TRADED SECURITIES 2657078 Investment Management Services 71617 71617 990-PF Estimated Tax for 2025 11200 990-PF Extension for 2024 2800 Foreign Tax Paid 159 159