2024-05-15T19:07:47-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 131968353 TASK Foundation Inc % Foundation Source TASK 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 jane stanley treasurer 8008391754 2024-05-14 true jane stanley 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 5657238 X 0 X 14595 14595 73354 73354 82584 487644 82584 4 4 170537 170537 0 5400 0 0 5400 25799 25026 773 2009 22090 22090 55298 25026 0 28263 220974 220974 276272 25026 0 249237 -105735 145511 325602 284647 284647 88 88 88 400559 420829 405017 1330025 1199935 4306982 381209 511161 511704 233800 148800 148800 2671195 2565460 5657238 0 0 X 2671195 2565460 2671195 2565460 2671195 2565460 2671195 -105735 2565460 2565460 Publicly-traded Securities 487644 405060 82584 82584 82584 2023 2023 2023 1800 0 1800 X 0 223 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 0.5 0 0 0 Katherine Kheel Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 0.5 0 0 0 Robert J Kheel Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Jane Kheel Stanley Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas 2.0 0 0 0 4824935 341778 5 5166718 0 5166718 77501 5089217 254461 254461 2023 2023 252438 252438 252438 249237 0 0 0 0 249237 252438 249181 2021 2020 2019 249237 249181 56 0 0 252382 0 0 NONE X AGRICULTURAL STEWARDSHIP ASSOCIATION 2531 STATE RTE 40 GREENWICH NY 12834 N/A PC General & Unrestricted 27550 BIRDSCARIBBEAN 841 WORCESTER ST 130 NATICK MA 01760 N/A PC General & Unrestricted 16730 CLAY ART CENTER INC 40 BEECH ST PORT CHESTER NY 10573 N/A PC General & Unrestricted 10000 CORNELL UNIVERSITY 260 DAY HALL ITHACA NY 14853 N/A PC The Kheel Labor-Management endowment that benefits the Kheel Center 33060 INTERNATIONAL RESCUE COMMITTEE INC PO BOX 6068 ALBERT LEA MN 56007 N/A PC General & Unrestricted 23000 INTERNATIONAL RESCUE COMMITTEE INC PO BOX 6068 ALBERT LEA MN 56007 N/A PC IRC's Crises Response Fund (CRF) 2346 MERCY FOR ANIMALS 8033 SUNSET BLVD STE 864 LOS ANGELES CA 90046 N/A PC General & Unrestricted 20128 NEW YORK URBAN LEAGUE INC 8 W 126TH ST NEW YORK NY 10027 N/A PC General & Unrestricted 33060 RAINFOREST TRUST PO BOX 841 WARRENTON VA 20188 N/A PC Brazilian Amazon Fund 5100 RAINFOREST TRUST PO BOX 841 WARRENTON VA 20188 N/A PC to Protect a Critical Forest from a Mega-highway in Brazil 50000 220974 14 14595 14 73354 18 82584 CREDIT CARD REWARDS 01 4 170537 170537 false false false false false false false false false false Audit Fees 5400 5400 THE PERSISTENCE FOUNDATION INC PO BOX 11 EAGLE BRIDGE NY 12057 2020-12-09 233800 PRI LOAN - TO ENSURE THE CONTINUING SUCCESS OF LAND CONSERVATION AND AGRICULTURAL PRESERVATION NO SEE GENERAL EXPLANATION FOR DATES OF REPORTS SEE GENERAL EXPLANATION FOR DETAILS REGARDING AMOUNT EXPENDED, LACK OF DIVERSION, AND VERIFICATION FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY PRI RECIPIENT: THE PERSISTENCE FOUNDATION, INC. DATE OF PRI: DECEMBER 9, 2020 AMOUNT OF PRI: $233,800 REPORTS OF AMOUNTS EXPENDED: RECIPIENT HAS SUBMITTED A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT FOR ITS FISCAL YEARS ENDING 7/31/19, 7/31/20, 7/31/21, 7/31/22, AND 7/31/23. THE FINANCIAL REPORT SUBMITTED BY RECIPIENT WAS AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. DATES OF REPORTS: 11/22/2019, 01/07/2021, 02/03/2021, 12/26/2021, 02/13/2023, 12/20/2023 The recipient repaid $85,000 of the loan principal in 2023. The loan amount outstanding as of 12/31/2023 was $148,800. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. VERIFICATION: 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. AMERICAN EXPRESS CO - 3.950% - 24607 24599 APPLE INC - 3.450% - 05/06/202 35306 34768 BANK AMER CORP - 4.125% - 01/2 35253 34971 CATERPILLAR FINL SVCS MTNS BE 50100 49511 CISCO SYSTEMS INC - 3.625% - 0 35536 34887 CITIGROUP INC BND - 3.300% - 0 24138 24418 COCA COLA CO - 1.450% - 06/01/ 24876 22857 DISNEY WALT CO - 2.950% - 06/1 18380 19205 HOME DEPOT INC - 2.950% - 06/1 23325 23522 INTEL CORP - 3.900% - 03/25/20 23614 24224 JOHN DEER CAPITAL - 4.700% - 0 24530 25412 JP MORGAN CHASE - 3.125% - 01/ 24232 24478 MCDONALDS CORP MED TERM NT - 3 23926 24303 PEPSICO INC - 3.600% - 02/18/2 23859 24487 TARGET CORP NOTE - 4.500% - 09 23945 25250 TOYOTA MTR CR CORP SER B MTN C 26675 23854 U S BANCORP - 3.150% - 04/27/2 23243 23798 UNITEDHEALTH GROUP INC - 2.875 22017 23204 WELLS FARGO & CO - 3.000% - 04 23599 23956 ALPHABET INC CL A 39481 139690 ALPHABET INC CL C 38452 140930 AMAZON COM 47655 212716 AMERICAN WATER WORKS COMPANY I 23307 88433 AMERIPRISE FINANCIAL INC 13560 94958 APPLE INC 64003 515980 BROADCOM INC 18998 145113 CAPITAL ONE FINANCIAL CORP 50378 74738 CHEVRON CORP 20771 36544 CIGNA CORPORATION 58923 119780 CISCO SYSTEMS INC 19987 48499 CITIGROUP INC 47178 58744 COSTCO WHOLESALE CORPORATION 28480 115514 ECOLAB INC 30929 52563 EOG RESOURCES INC 17564 38099 HCA INC 23027 81204 HOME DEPOT INC 12991 138620 INTUIT 14447 90629 JP MORGAN CHASE 47784 177755 KROGER CO 36365 44796 MCKESSON CORP 43819 92596 METLIFE INC 22291 41001 MICROSOFT CORP 85446 571580 NEXTERA ENERGY, INC 8918 41303 NIKE INC-CL B 50541 85227 NORFOLK SOUTHERN CORP 19207 72096 NXP SEMICONDUCTORS 7700 29858 ORACLE CORP 23919 72747 PEPSICO INC 36975 61992 PROLOGIS 34736 113305 ROPER INDUSTRIES 39493 111760 SEALED AIR CORP 18848 25199 THERMO FISHER SCIENTIFIC INC 54166 318474 TRANSDIGM GRP INC 11167 50580 VISA INC 48374 158814 WALT DISNEY HOLDINGS CO 40055 45145 420829 405017 PRI-THE PERSISTENCE FOUNDATION 148800 148800 Administrative Fees 21533 21533 State or Local Filing Fees 250 250 Website Hosting/Support 307 307 CREDIT CARD REWARDS 4 4 MANAGEMENT FEES 25279 25026 253 Website Development 520 520 990-PF Estimated Tax for 2023 1800 990-PF Excise Tax for 2022 209