2026-05-14T15:00:35-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 131968353 TASK Foundation Inc % Foundation Source TASK 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Jane Stanley Treasurer 8008391754 2026-05-13 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 6551404 X 0 X 157452 157452 45602 45602 3983362 6368865 3983362 8 8 4186424 4186424 0 5900 0 0 5900 9937 9937 14100 24818 141 24677 54755 10078 0 30577 208700 208700 263455 10078 0 239277 3922969 4176346 0 193676 2565298 2565298 4 1 4 4 498309 312811 321028 1199935 2617548 2950422 380720 699949 714652 2272641 6195610 6551404 0 0 X 2272641 6195610 2272641 6195610 2272641 6195610 2272641 3922969 6195610 6195610 Publicly-traded Securities 6368865 2385503 3983362 3983362 3983362 58051 58051 58051 14220 0 14220 X 0 43831 0 false false false false false false false true true NY 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 Ellen Kheel Jacobs Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Katherine Kheel Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Robert J Kheel Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 2.0 0 0 0 Jane Kheel Stanley Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas 2.0 0 0 0 2434326 3947702 4 6382032 0 6382032 95730 6286302 314315 314315 58051 58051 256264 256264 256264 239277 0 0 0 0 239277 256264 238580 2023 2022 2021 239277 238580 697 0 0 255567 0 0 NONE X AGRICULTURAL STEWARDSHIP ASSOCIATION 2531 STATE RTE 40 GREENWICH NY 12834 N/A PC General & Unrestricted 25000 BIRDSCARIBBEAN 841 WORCESTER ST 130 NATICK MA 01760 N/A PC General & Unrestricted 15200 CLAY ART CENTER INC 40 BEECH ST PORT CHESTER NY 10573 N/A PC General & Unrestricted 25000 CORNELL UNIVERSITY 260 DAY HALL ITHACA NY 14853 N/A PC THE KHEEL LABOR-MANAGEMENT ENDOWMENT FUND THAT BENEFITS THE KHEEL CENTER 35000 MERCY FOR ANIMALS 8033 SUNSET BLVD STE 864 LOS ANGELES CA 90046 N/A PC General & Unrestricted 18000 NEW YORK URBAN LEAGUE INC 675 3RD AVE STE 2221-30 NEW YORK NY 10017 N/A PC General & Unrestricted 28000 RAINFOREST TRUST PO BOX 841 WARRENTON VA 20188 N/A PC Indonesia: Save the Oldest Forests in the World from Clear-Cutting 62500 208700 14 157452 14 45602 18 3983362 CREDIT CARD REWARDS 01 8 4186424 4186424 false false false false false false false false false false Audit Fees 5900 5900 THE PERSISTENCE FOUNDATION INC PO BOX 11 EAGLE BRIDGE NY 12057 2024-02-12 148800 TO ENSURE THE CONTINUING SUCCESS OF LAND CONSERVATION AND AGRICULTURAL PRESERVATION 148800 NO 2024 Report - 08/19/2024, 2025 Report - 03/25/2026 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE. ABBVIE INC - 5.050% - 03/15/20 12072 12353 AIR PRODUCTS - 4.850% - 02/08/ 11837 12221 AMAZON INC - 2.100% - 05/12/20 12648 12662 AMERICAN EXPRESS CO - 6.490% - 11863 12022 AMERICAN HONDA FIN - 4.950% - 12041 12002 AMERICAN WATER CAP CORP - 3.45 6877 6865 ANHEUSER-BUSCH COS LLC ANHEU - 12926 12895 ATMOS ENERGY CORP - 5.200% - 0 12300 12389 BANK OF AMERICA SER N MTN - 0. 22419 22286 BP CAP MKTS AMERICA INC - 4.86 12124 12319 CADENCE DESIGN SYSTEM - 4.700% 12642 13020 CATERPILLAR FINANCIAL SERVICES 12072 12196 CENCORA INC - 5.150% - 02/15/2 11938 12291 CISCO SYS INC - 4.950% - 02/26 12182 12459 CITIGROUP INC GLBL - 3.057% - 12245 12848 COLGATE-PALMOLIVE - 4.600% - 0 7959 8185 COMCAST COPR - 5.300% - 06/01/ 12172 12392 CONOCOPHILLIPS COMPANY - 5.000 11845 12188 DH EUROPE FIN II - 2.600% - 11 9199 9486 DTE ELECTRIC CO - 1.770% - 02/ 12098 12464 DUKE ENERGY - 5.050% - 03/15/2 12874 13242 ECOLAB - 2.125% - 02/01/2032 6853 7063 ELI LILLY &CO - 4.900% - 02/12 14179 14492 ENTERPRISE PRODS OPER LLC - 2. 11980 12359 ERP OPERATING LP - 4.650% - 09 12418 12886 GENERAL DYNAMICS CORP NOTE - 3 12744 13021 GILEAD SCIENCES INC - 4.800% - 8060 8236 GOLDMAN SACHS GROUP INC - 5.05 14090 14355 HOME DEPOT INC - 4.850% - 06/2 13145 13448 INTUIT NOTE - 5.250% - 09/15/2 12139 12102 KENVUE INC - 4.900% - 03/22/20 11964 12263 KIMBERLY CLARK CORP NOTE - 2.7 11844 11980 LOCKHEED MARTIN CORP NOTE - 5. 12249 12629 META PLATFORMS INC - 4.950% - 12062 12373 MIDAMERICAN ENERGY - 5.350% - 12217 12545 MMC - 3.750% - 03/14/2026 12916 12989 MORGAN STANLEY - 5.230% - 01/1 20295 20630 NETFLIX INC. SER B NOTE - 6.37 8572 8566 PEPSICO INC NOTE - 3.900% - 07 15151 15749 PHILLIPS 66 CO - 3.150% - 12/1 12114 12489 PHILP MORRIS - 5.125% - 02/15/ 12207 12415 PNC FINL - 5.582% - 06/12/2029 10279 10375 PUBLIC STORAGE - 1.500% - 11/0 9552 9801 REALTY INCOME CORP NOTE - 3.00 12657 12885 REPUBLIC SERVICES INC - 5.200% 14089 14521 ROYAL BK CDA - 4.900% - 01/12/ 10101 10202 S&P GLOBAL INC - 2.900% - 03/0 12437 12926 STATE ST - 4.675% - 10/22/2032 11820 12234 TEXAS INSTRUMENTS INC - 4.850% 7953 8219 THERMO FISHER - 5.200% - 01/31 11114 11492 TRANE TECH GLOB HOLD - 3.750% 12708 12958 TRUIST FINL CORP - 7.161% - 10 6452 6475 TYCO ELECTRONICS GROUP - 2.500 12052 12565 UNION PACIFIC CORP - 3.700% - 12637 12904 VERIZON COMMUNICATIONS - 4.125 8948 9022 VISA INC - 2.050% - 04/15/2030 15172 15768 WAL-MART STORES INC - 3.700% - 14789 15032 WELLS FARGO &CO SER U MTN - 3. 15657 15898 ACCENTURE PLC 12446 12074 ADOBE SYSTEMS, INC 7388 7000 ADVANCED MICRO DEVICES INC 11038 17561 AFLAC INC 11005 11027 AIR PRODS & CHEM INC 5609 4940 AIRBNB 5340 6107 ALIGN TECHNOLOGY, INC 8344 9057 ALLSTATE CORP 2678 2706 ALPHABET INC CL A 61209 95779 ALPHABET INC CL C 47809 76254 AMAZON COM 106161 116565 AMCOR LTD ORD SHS 2808 2685 AMER INTERNATIONAL GROUP INC 1285 1369 AMEREN CORPORATION 395 399 AMERICAN ELECTRIC POWER INC 4722 5189 AMERICAN EXPRESS CO 10641 13318 AMERICAN TOWER REIT INC 8598 7374 AMERICAN WATER WORKS COMPANY I 3754 3393 AMERIPRISE FINANCIAL INC 2232 2452 AMETEK INC 3943 4517 AMPHENOL CORPORATION 10338 14190 ANALOG DEVICES INC 8949 10848 AON PLC CL A 2333 2117 APOLLO GLOBAL MANAGEMENT, INC 5910 6514 APPLE INC 179019 211236 APPLIED MATERIALS INC 9480 13877 APPLOVIN CORP 8373 8760 ARCH CAPITAL GROUP LTD 2564 2686 ARISTA NETWORKS 5368 7338 AT&T, INC 15199 13861 ATMOS ENERGY CORP 7416 7376 AUTODESK, INC 2043 2368 AUTOMATIC DATA PROCESSING INC 12302 10546 AVERY DENNISON CORP 354 364 AXON ENTERPRISE 1284 1136 BAKER HUGHES COMPANY 1870 1685 BALL CP 1166 1112 BANK NEW YORK MELLON CORP COM 2833 4179 BANK OF AMERICA CORP 23619 27445 BLACKROCK INC 9889 10703 BOEING CO 8765 9770 BOOKING HOLDINGS INC 10105 10711 BROADCOM INC 60829 84449 BROADRIDGE FINANCIAL 439 446 BROWN & BROWN INC 484 319 BROWN FORMAN CORP CL B 7637 6671 BUNGE GLOBAL SA 1829 2227 C H ROBINSON WORLDWIDE INC 1861 1929 CADENCE DESIGN SYSTEMS INC 3413 3751 CAMDEN PPTY TR 324 330 CAMPBELL SOUP CO 3674 3038 CAPITAL ONE FINANCIAL CORP 6185 7271 CARRIER GLOBAL 3956 3276 CARVANA CO. 2701 2532 CATERPILLAR INC 9975 16040 CBOE HOLDINGS INC 1577 1757 CENCORA INC 10355 11821 CENTENE CORP 1455 1646 CF INDUSTRIES HOLDINGS, INC 384 387 CHARLES SCHWAB CORP 13381 14987 CHEVRON CORP 23729 23319 CHUBB LIMITED 13170 14358 CIGNA CORPORATION 13510 12385 CINCINNATI FINANCIAL CORP 1475 1470 CINTAS CRP 7002 6959 CISCO SYSTEMS INC 17667 21029 CITIGROUP INC 6461 7351 CME GROUP, INC 12878 13108 CMS ENERGY CP 366 350 COGNIZANT TECHNOLOGY SOLUTIONS 334 415 COINBASE GLOBAL 2695 1809 COMCAST CORP 5328 4484 CONAGRA FOODS INC 1858 1575 CONOCOPHILLIPS 11004 11420 CONSOLIDATED EDISON INC 2570 2384 CONSTELLATION BRANDS INC 10262 9519 CONSTELLATION ENERGY GROUP INC 4392 5652 COPART INC 1696 1449 COSTAR GROUP, INC 469 403 COTERRA ENERGY INC 3531 3527 CRH PLC - ADR 2737 2746 CROWDSTRIKE HOLDINGS, INC 4392 4688 CROWN CASTLE INTL 1428 1244 CSX CORP 1381 1813 CUMMINS INC 1388 1531 CVS CAREMARK CORP 9368 10476 D R HORTON 6677 6913 DATADOG INC 2960 2176 DAVITA HEALTHCARE PARTNERS INC 1956 1591 DEERE CO 8501 8380 DELL TECHNOLOGIES INC CLASS C 2050 2014 DIAMONDBACK ENERGY INC 1197 1503 DIGITAL RLTY TR INC 3774 3404 DOLLAR GENERAL CORP 1027 1593 DOLLAR TREE INC 2466 3198 DOMINION ENERGY INC 2632 2695 DOORDASH ORD SHS CLASS A 3139 3171 DTE ENERGY CO COM 408 387 DUKE ENERGY CO 9904 9728 EATON CORP PLC 9347 8600 EBAY INC 877 1219 ELECTRONIC ARTS 1238 1430 ELEVANCE HEALTH INC 7732 7011 EMERSON ELECTRIC CO 4145 5043 ENTERGY CORP 420 462 EOG RESOURCES INC 4989 4410 EQT CORPORATION 1323 1447 EQUINIX, INC 4723 4597 ERIE INDEMNITY CO CLASS A 1882 1433 EXELON CORPORATION 2033 1918 EXPAND ENERGY CORP 2034 2207 EXPEDITORS INTL WASH INC 2050 2533 FAIR ISSAC & CO INC 1704 1691 FASTENAL COMPANY 1844 2007 FEDEX CORPORATION 1605 1733 FIDELITY NATIONAL INFORMATION 992 930 FIFTH THIRD BANCORP 1448 1592 FIRST ENERGY CORP 351 403 FIRST SOLAR INC 627 1045 FORTINET INC 2189 1826 FORTIVE CORPORATION 8440 9607 FREEPORT-MCMORAN COPPER & GOLD 1994 2540 GALLAGHER ARTHUR J & CO 6671 5176 GARMIN LTD 7159 6694 GE VERNOVA 5118 7843 GEN DYNAMICS CP 3708 4713 GENERAL ELECTRIC CO 17767 22178 GENERAL MOTORS 1411 1626 GENUINE PARTS COMPANY 328 369 GOLDMAN SACHS GROUP 8278 9669 GRAINGER W W INC 992 1009 HARTFORD FINANCIALSERVICES GRO 1584 1929 HASBRO INC 919 984 HCA INC 9763 12138 HEALTHPEAK PROPERTIES, INC 366 322 HENRY SCHEIN INC 8042 8994 HILTON WORLDWIDE HOLDINGS, INC 1080 1436 HOME DEPOT INC 26784 24775 HOWMET AEROSPACE ORD SHS 2810 4510 HP INC 1039 913 HUMANA INC 1031 1025 IDEXX LABORATORIES INC 8210 10824 ILLINOIS TOOL WORKS 11581 11576 INGERSOLL-RAND INC 1390 1268 INSULET CORPORATION 9706 9380 INTEL CORP 5593 7749 INTERCONTINENTAL EXCHANGE, INC 8347 8260 INTERNATIONAL BUSINESS MACHINE 14435 15995 INTERNATIONAL PAPER CO 2671 2245 INTUIT 12709 12586 JOHNSON CONTROLS INTERNATIONAL 3147 4072 JP MORGAN CHASE 45206 53166 KEURIG DR PEPPER INC 11270 10616 KEYSIGHT TECHNOLOGIES INC 2080 2438 KIMCO RLTY CORP 362 385 KINDER MORGAN INC 4651 4618 KKR & CO INC 6022 6501 KLA TENCOR CORP 8697 10936 KROGER CO 6245 5811 L3HARRIS TECHNOLOGIES 421 587 LAM RESEARCH CORP 3771 8901 LAS VEGAS SANDS CORP 1053 1367 LENNOX INTL INC 514 486 LINDE PLC COM 19976 18761 LIVE NATION INC COM 381 428 LOCKHEED MARTIN CORP 4527 4837 LOEWS CORP 354 421 LOWES COMPANIES INC 3217 3376 LULULEMON ATHLETICA INC 775 623 MARATHON PETROLEUM CORP 5677 5855 MARRIOTT INTERNATIONAL INC. CL 3884 4654 MARSH AND MCLENNAN COMPANIES I 12240 10389 MARTIN MARIETTA MATLS INC 3393 3736 MASTERCARD INC 30030 31398 MCCORMICK & CO 8205 7696 MCDONALD'S CORP 18949 18949 MCKESSON CORP 12445 13945 META PLATFORMS INC 69561 72610 METTLER-TOLEDO INTL 8496 9759 MICRON TECHNOLOGY 8334 17410 MICROSOFT CORP 176187 190064 MID-AMERICA APT COMMUNITIES IN 327 278 MOLSON COOR BREW CO CL B 9476 8869 MONOLITHIC POWER SYSTEMS, INC 954 1813 MONSTER BEVERAGE CORP 9584 11731 MOODYS CORP 469 511 MORGAN STANLEY 8312 10829 MOTOROLA SOLUTIONS INC 4499 4217 NETFLIX INC 23451 20627 NEWMONT GOLDCORP CORPORATION 3744 5991 NEWS CORP LTD ADR 1705 1719 NEWS CORP LTD CL A 361 392 NEXTERA ENERGY, INC 11055 12042 NORDSON CP 8183 9377 NORFOLK SOUTHERN CORP 2236 2887 NORTHROP GRUMMAN CORP 3366 3421 NUCOR CP 1478 1631 NVIDIA CORP 184622 235551 NXP SEMICONDUCTORS 1524 1519 O'REILLY AUTOMOTIVE INC 2106 2007 OCCIDENTAL PETROLEUM CORP 2627 2508 ONEOK INC 4781 4557 ORACLE CORP 14878 16372 OTIS WORLDWIDE CORP 2543 2271 PACCAR INC 6535 7556 PACKAGING CORP AMER 4637 4950 PALANTIR TECHNOLOGIES INC 15784 20619 PALO ALTO NETWORKS INC 6834 6631 PARKER HANNIFIN CP 6735 7911 PAYCHEX 2029 1571 PHILLIPS 66 4203 4904 PNC FINANCIAL GROUP INC 1210 1670 POOL CORP 316 229 PPL CORPORATION 383 385 PRINCIPAL FINANCIAL GROUP 494 617 PROGRESSIVE CORP OHIO 16793 15257 PROLOGIS 8106 9702 PUBLIC STORAGE INC 4592 4152 PUBLIC SVC ENTERPRISE GROUP IN 5241 5139 QUALCOMM INC 3564 4276 RAYMOND JAMES FINANCIAL INC 1541 1927 RAYTHEON TECHNOLOGIES CORP 14249 18157 REALTY INCOME CORP 4171 4228 REGENCY CENTERS CORP 331 345 REPUBLIC SVCS INC 2599 2331 ROBINHOOD 4061 3732 ROCKWELL AUTOMATION INC 442 778 ROLLINS INC 521 600 ROPER INDUSTRIES 2737 2226 ROSS STORES, INC 771 1081 ROYAL CARRIBEAN CRUISE 4413 5021 S&P GLOBAL INC COM 12352 13065 SALESFORCE.COM 16692 16689 SANDISK CORP 1663 1662 SCHLUMBERGER LTD 2824 3032 SEAGATE TECHNOLOGY HOLDINGS PL 1627 2754 SEMPRA ENERGY COM 6467 6622 SERVICE NOW 11478 9957 SHERWIN-WILLIAMS CO 12612 11989 SIMON PPTY GROUP INC 1967 2406 SMURFIT 1919 1624 SNAP ON INC 337 345 SOUTHERN CO 13795 13167 SOUTHWEST AIRLINES 1177 1447 STARBUCKS CORP COM 4275 4042 STERIS PLC 9270 9887 SUPER MICRO COMPUTER INC 956 702 SYNOPSYS, INC 2733 2818 SYSCO CORP 10511 10243 T-MOBILE US INC 12639 10558 TAKE-TWO INTERACTIVE SOFTWARE 2178 2304 TARGA RESOURCES CORP 988 1107 TARGET CORPORATION 3467 3519 TE CONNECTIVITY LTD 4211 5915 TELEDYNE TECH INC 1884 2043 TESLA MOTORS INC 44953 62061 TEXAS INSTRUMENTS INC 11097 11450 TEXAS PACIFIC LAND CORPORATION 1320 862 THE BLACKSTONE GROUP INC CL A 6160 6166 THE HERSHEY COMPANY 5664 6005 THE JM SMUCKER COMPANY 4609 4108 THE MOSAIC CO 342 361 TJX COMPANIES INC 15030 17204 TKO GROUP HOLDINGS, INC 421 627 TRACTOR SUPPLY CO COM 1678 1600 TRANE TECHNOLOGIES PLC 8341 8562 TRANSDIGM GRP INC 2905 2660 TRAVELERS COMPANIES INC 5208 5801 TYLER TECHNOLOGIES, INC 578 454 UBER 11834 11194 UDR INC 348 330 UNION PACIFIC 9894 9947 UNITED PARCEL SERVICE 9561 9919 UNITEDHEALTH GROUP INC 28507 23108 UNIVERSAL HLTH SVC B 3057 3488 VALERO ENERGY CORP 5237 6349 VENTAS INC 2438 2476 VERALTO CORPORATION 344 399 VERISK ANALYTICS, INC 285 224 VERIZON COMMUNICATIONS 12811 12260 VICI PROPERTIES INC 384 337 VISA INC 37482 38578 VISTRA ENERGY CORP 1688 1452 VULCAN MATERIALS CO 1888 2282 WAL-MART STORES INC 28659 33089 WALT DISNEY HOLDINGS CO 12097 14107 WARNER BROS. DISCOVERY, INC 2674 4409 WASTE MANAGEMENT INC 5700 5712 WEC ENERGY GROUP, INC 3187 3058 WELLS FARGO & CO 15303 19106 WELLTOWER INC. 12984 14849 WESTERN DIGITAL CORP 2281 3101 WEYERHAEUSER CO 2741 2724 WILLIAMS COS 5020 4929 WILLIS TOWERS WATSON 1254 1314 WORKDAY INC 1480 1289 XCEL ENERGY INC 413 443 XYLEM INC 2135 2724 YUM BRANDS INC 2019 2118 ZOETIS INC 13568 11827 300936 309033 11875 11995 Administrative Fees 23970 23970 Bank Charges 141 141 Postage/Delivery Service 200 200 State or Local Filing Fees 250 250 Website Hosting/Support 257 257 CREDIT CARD REWARDS 8 8 Investment Management Services 9937 9937 990-PF Estimated Tax for 2025 14100