2025-10-09T16:06:51-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 452428903 Tomlinson Family Foundation % Foundation Source TOML 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Steffan Tomlinson Co-President 8008391754 2025-10-05 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 3873457 X 500052 2461 2461 10285 10285 597603 1773565 912521 1110401 925267 0 1661 1661 28 28 13900 22539 22539 38128 1689 22539 1065944 1065944 1104072 1689 1088483 6329 923578 0 21784 265645 265645 80775 42953 42374 1361587 1210289 3510704 104312 55900 54734 1568458 1574787 3873457 0 0 X 1568458 1574787 1568458 1574787 1568458 1574787 1568458 6329 1574787 1574787 Publicly-traded Securities 1773565 861044 912521 912521 912521 12838 12838 12838 6989 0 6200 13189 X 109 242 242 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 3012368 62097 0 3074465 0 3074465 46117 3028348 151417 151417 12838 12838 138579 138579 138579 1088483 0 0 0 0 1088483 138579 159496 322420 944252 1294302 1374041 4094511 1088483 138579 949904 5044415 0 159496 4884919 322420 944252 1294302 1374041 949904 Kelli Tomlinson Steffan Tomlinson X AFRICAN LEADERSHIP FOUNDATION PO BOX 7408 NEW YORK NY 10150 N/A PC General & Unrestricted 10000 BAY AREA WOMENS SPORTS INITIATIVE INC 2635 N FIRST ST SAN JOSE CA 95134 N/A PC General & Unrestricted 5000 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 7500 CALMATTERS 1017 L ST 261 SACRAMENTO CA 95814 N/A PC General & Unrestricted 10000 CHALLENGE SUCCESS PO BOX 20053 STANFORD CA 94309 N/A PC General & Unrestricted 100000 CHILDRENS HEALTH COUNCIL INC 650 CLARK WAY PALO ALTO CA 94304 N/A PC General & Unrestricted 5000 CRAIG HOSPITAL FOUNDATION PO BOX 17671 DENVER CO 80217 N/A SO I Pedal for Possible: Century Ride 1000 DEFENSIVE LINE 715 CAMBRIDGE MANOR LN COPPELL TX 75019 N/A PC General & Unrestricted 5000 GIRLS MIDDLE SCHOOL 3400 W BAYSHORE RD PALO ALTO CA 94303 N/A PC Bennett Scholars Endowment Scholarship Fund 333333 KAMUKAMA FOUNDATION PO BOX 5929 AUSTIN TX 78763 N/A PC General & Unrestricted 10000 Kilauea Elementary School 2440 KOLO RD Kilauea HI 96754 N/A GOV General & Unrestricted 5000 LIFEMOVES 2550 GREAT AMERICA WAY STE 201 SANTA CLARA CA 95054 N/A PC General & Unrestricted 5000 NAMAHANA EDUCATION FOUNDATION PO BOX 1353 KILAUEA HI 96754 N/A PC General & Unrestricted 5000 NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 N/A PC CAMD F1RST Scholars Program Fund 100000 PUBLIC HEALTH INSTITUTE 555 12TH ST 10TH FL OAKLAND CA 94607 N/A PC General & Unrestricted 5000 SOUTHERN METHODIST UNIVERSITY PO BOX 750181 DALLAS TX 75275 N/A PC General & Unrestricted 20000 THE FIT KIDS FOUNDATION INC 1143 CRANE ST UNIT 203 MENLO PARK CA 94025 N/A PC General & Unrestricted 10000 TIPPING POINT COMMUNITY 220 MONTGOMERY ST STE 850 SAN FRANCISCO CA 94104 N/A PC General & Unrestricted 50000 TRINITY COLLEGE 300 SUMMIT ST HARTFORD CT 06106 N/A PC General & Unrestricted 283000 TRINITY COLLEGE 300 SUMMIT ST HARTFORD CT 06106 N/A PC The Fulco-Cabot Fund 10000 1065944 14 2461 14 10285 18 597603 610349 610349 false false false false false false false false false false X X 1 TOMLINSON FAMILY TRUST UA DTD 1210 74 BARRY LANE Atherton CA 94027 500052 X 1 Confluent, Inc CFLT, 16755 sh. 500052 2024-12-26 AIR LEASE CORP SER A MTN CALL 1837 1907 AUTONATION INC FLA NOTE - 3.85 1759 1794 BAT CAPITAL CORP NOTE - 3.215% 3019 2924 BERRY GLOBAL INC - 1.570% - 01 1865 1930 BHP BILLITON FIN - 4.750% - 02 3017 2995 BIOGEN INC - 2.250% - 05/01/20 2766 2591 BK OF AMERICA CORP SER N MTN - 1855 1907 CANADIAN IMPERIAL BANK OF COMM 2014 2006 CITIGROUP INC NOTE - 3.668% - 1906 1937 CROWN CASTLE INC - 5.000% - 01 1983 1998 ENBRIDGE INC - 6.000% - 11/15/ 2090 2071 FOX CORP SER B - 4.709% - 01/2 2186 1977 GENERAL MTRS FINL COINC NOTE - 3169 2965 KREDITANSTALT FUR WIEDERAFBAU 2934 2662 NXP B V / NXP FDG LLC / NXP US 1927 1942 ORACLE CORP - 2.950% - 04/01/2 2885 2710 PNC FINL - 5.582% - 06/12/2029 3055 3052 SABINE PAS - 5.000% - 03/15/20 3001 3006 SKYWORKS SOLUTIONS INC NOTE - 1878 1713 TORONTO DOMINION BK ONT NOTE - 3112 2914 TRUIST FINANCIAL CORP SER G - 2957 2985 US BANCORP MTN - 2.215% - 01/2 2756 2844 XCEL ENERGY INC - 4.600% - 06/ 1929 1904 ARISTA NETWORKS 142223 2663552 CONFLUENT, INC 500053 468470 GOLDMAN SACHS HIGH YIELD FUND 14742 14795 ISHARES MSCI EAFE INTERNATIONA 10619 10640 ISHARES S&P 500 INDEX FUND CL 54398 64783 SNOWFLAKE INC 441669 192549 STATE STREET EMERGING MARKETS 5766 6207 STATE STREET HEDGED INTL DEV E 10437 11207 VANGUARD GLOBAL EX-US REAL EST 2486 2413 VANGUARD SF REIT ETF 2547 2672 VANGUARD SM-CAP ETF 8876 10092 ZSCALER INC 16473 63324 42953 42374 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, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,065,944. This amount represents 25% or more of the Foundation's net assets of $3,089,021 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. 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 22514 22514 State or Local Filing Fees 25 25 Investment Management Services 1661 1661 990-PF Estimated Tax for 2024 6600 990-PF Extension for 2023 7300