TY 2025 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2025

Open to Public Inspection

For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25

Name of foundation
TASK Foundation Inc

% Foundation Source

Number and street (or P.O. box number if mail is not delivered to street address) Foundation Source 501 Silverside Rd
Room/suite

City or town
Wilmington

State or province
DE

Country

ZIP or foreign postal code
198091377

A Employer identification number

13-1968353

B Telephone number (see instructions)

8008391754

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

D 1. Foreign organizations, check here.............

2. Foreign organizations meeting the 85%
test, check here and attach computation ...

E If private foundation status was terminated
under section 507(b)(1)(A), check here .......

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$6,551,404J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	0
2	Check .................
3	Interest on savings and temporary cash investments	157,452		157,452
4	Dividends and interest from securities...	45,602		45,602
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		3,983,362
b	Gross sales price for all assets on line 6a 6,368,865
7	Capital gain net income (from Part IV, line 2)...			3,983,362
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	8	8
12	Total. Add lines 1 through 11........	4,186,424		4,186,424
13	Compensation of officers, directors, trustees, etc.	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	5,900	0	0	5,900
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	9,937	9,937
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	14,100
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	24,818	141		24,677
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	54,755		10,078	0	30,577
25	Contributions, gifts, grants paid.......	208,700				208,700
26	Total expenses and disbursements. Add lines 24 and 25 ................	263,455		10,078	0	239,277
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	3,922,969
b	Net investment income (if negative, enter -0-)			4,176,346
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2025)

Form 990-PF (2025)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	193,676	2,565,298	2,565,298
	3	Accounts receivable 4
		Less: allowance for doubtful accounts	1	4	4
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	498,309	List of Attached Documents: // Content 312,811	321,028
	b	Investments—corporate stock (attach schedule).......	1,199,935	List of Attached Documents: // Content 2,617,548	2,950,422
	c	Investments—corporate bonds (attach schedule).......	380,720	List of Attached Documents: // Content 699,949	714,652
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,272,641	6,195,610	6,551,404
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	2,272,641	6,195,610
	29	Total net assets or fund balances (see instructions).....	2,272,641	6,195,610
	30	Total liabilities and net assets/fund balances (see instructions).	2,272,641	6,195,610

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

2,272,641

Enter amount from Part I, line 27a .....................

3,922,969

Other increases not included in line 2 (itemize)

Add lines 1, 2, and 3 ..........................

6,195,610

Decreases not included in line 2 (itemize)

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..

6,195,610

Form 990-PF (2025)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	Publicly-traded Securities
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	6,368,865	2,385,503	3,983,362
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			3,983,362
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	3,983,362
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 .........................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	58,051
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3	58,051
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	58,051
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	14,220
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	14,220
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	43,831
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax	Refunded	11	0
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. $ (2) On foundation managers.$

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers.$

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address

The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........

and enter the amount of tax-exempt interest received or accrued during the year ........

16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country

Form 990-PF (2025)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here ........

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2025? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2025?....................

If "Yes," list the years 20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine

if the foundation had excess business holdings in 2025.).....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..

Form 990-PF (2025)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check .........

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
Ellen Kheel Jacobs	Dir 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Dir 1.0	0	0	0
Katherine Kheel	Dir 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Dir 1.0	0	0	0
Robert J Kheel	Dir, Pres 2.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Dir, Pres 2.0	0	0	0
Jane Kheel Stanley	Dir, Sec, Treas 2.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Dir, Sec, Treas 2.0	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances










Total number of other employees paid over $50,000...................

Form 990-PF (2025)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3.........................

Form 990-PF (2025)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

2,434,326

Average of monthly cash balances.......................

3,947,702

Fair market value of all other assets (see instructions)................

Total (add lines 1a, 1b, and 1c).......................

6,382,032

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

6,382,032

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

95,730

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

6,286,302

Minimum investment return. Enter 5% (0.05) of line 5 ................

314,315

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)

Minimum investment return from Part IX, line 6..................

314,315

Tax on investment income for 2025 from Part V, line 5 .......

58,051

Income tax for 2025. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

58,051

Distributable amount before adjustments. Subtract line 2c from line 1............

256,264

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

256,264

Deduction from distributable amount (see instructions) .................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

256,264

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........

239,277

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

239,277

Form 990-PF (2025)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(c) 2024	(d) 2025
1 Distributable amount for 2025 from Part X, line 7				256,264
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......			238,580
b Total for prior years:2023, 2022, 2021
3 Excess distributions carryover, if any, to 2025:
a From 2020......
b From 2021......
c From 2022......
d From 2023......
e From 2024......
f Total of lines 3a through e ........
4Qualifying distributions for 2025 from Part
XI, line 4: $ 239,277
a Applied to 2024, but not more than line 2a			238,580
b Applied to undistributed income of prior years (Election required—see instructions) .....
c Treated as distributions out of corpus (Election required—see instructions) ........
d Applied to 2025 distributable amount.....				697
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2025.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2025. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2026 ..........				255,567
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2020 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2021 ....
b Excess from 2022 ....
c Excess from 2023 ....
d Excess from 2024 ....
e Excess from 2025 ....	0

Form 990-PF (2025)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2025	(b) 2024	(c) 2023	(d) 2022	(e) Total

b 85% (0.85) of line 2a .......
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, 3b, or 3c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

NONE

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2025)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AGRICULTURAL STEWARDSHIP ASSOCIATION 2531 STATE RTE 40 GREENWICH,NY12834	N/A		General & Unrestricted	25,000
BIRDSCARIBBEAN 841 WORCESTER ST 130 NATICK,MA01760	N/A		General & Unrestricted	15,200
CLAY ART CENTER INC 40 BEECH ST PORT CHESTER,NY10573	N/A		General & Unrestricted	25,000
CORNELL UNIVERSITY 260 DAY HALL ITHACA,NY14853	N/A		THE KHEEL LABOR-MANAGEMENT ENDOWMENT FUND THAT BENEFITS THE KHEEL CENTER	35,000
MERCY FOR ANIMALS 8033 SUNSET BLVD STE 864 LOS ANGELES,CA90046	N/A		General & Unrestricted	18,000
NEW YORK URBAN LEAGUE INC 675 3RD AVE STE 2221-30 NEW YORK,NY10017	N/A		General & Unrestricted	28,000
RAINFOREST TRUST PO BOX 841 WARRENTON,VA20188	N/A		Indonesia: Save the Oldest Forests in the World from Clear-Cutting	62,500
Total ................................. 3a				208,700

bApproved for future payment

Total ................................. 3b

Form 990-PF (2025)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	157,452
4 Dividends and interest from securities ....			14	45,602
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	3,983,362
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aCREDIT CARD REWARDS			01	8
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				4,186,424

13Total. Add line 12, columns (b), (d), and (e)..................

4,186,424

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2025)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2025)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2025 AccountingFeesSchedule

Name:

TASK Foundation Inc

EIN:

13-1968353

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Audit Fees	5,900			5,900

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2025 DepreciationSchedule

Name:

TASK Foundation Inc

EIN:

13-1968353

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income	Adjusted Net Income	Cost of Goods Sold Not Included

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2025 ExpenditureResponsibilityStmt

Name:

TASK Foundation Inc

EIN:

13-1968353

Grantee's Name	Grantee's Address	Grant Date	Grant Amount	Grant Purpose	Amount Expended By Grantee	Any Diversion By Grantee?	Dates of Reports By Grantee	Date of Verification	Results of Verification
THE PERSISTENCE FOUNDATION INC	PO BOX 11 EAGLE BRIDGE,NY12057	2024-02-12	148,800	TO ENSURE THE CONTINUING SUCCESS OF LAND CONSERVATION AND AGRICULTURAL PRESERVATION	148,800	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.

- TIN:

TY 2025 InvestmentsCorpBondsSchedule

Name:

TASK Foundation Inc

EIN:

13-1968353

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC - 5.050% - 03/15/20	12,072	12,353
AIR PRODUCTS - 4.850% - 02/08/	11,837	12,221
AMAZON INC - 2.100% - 05/12/20	12,648	12,662
AMERICAN EXPRESS CO - 6.490% -	11,863	12,022
AMERICAN HONDA FIN - 4.950% -	12,041	12,002
AMERICAN WATER CAP CORP - 3.45	6,877	6,865
ANHEUSER-BUSCH COS LLC ANHEU -	12,926	12,895
ATMOS ENERGY CORP - 5.200% - 0	12,300	12,389
BANK OF AMERICA SER N MTN - 0.	22,419	22,286
BP CAP MKTS AMERICA INC - 4.86	12,124	12,319
CADENCE DESIGN SYSTEM - 4.700%	12,642	13,020
CATERPILLAR FINANCIAL SERVICES	12,072	12,196
CENCORA INC - 5.150% - 02/15/2	11,938	12,291
CISCO SYS INC - 4.950% - 02/26	12,182	12,459
CITIGROUP INC GLBL - 3.057% -	12,245	12,848
COLGATE-PALMOLIVE - 4.600% - 0	7,959	8,185
COMCAST COPR - 5.300% - 06/01/	12,172	12,392
CONOCOPHILLIPS COMPANY - 5.000	11,845	12,188
DH EUROPE FIN II - 2.600% - 11	9,199	9,486
DTE ELECTRIC CO - 1.770% - 02/	12,098	12,464
DUKE ENERGY - 5.050% - 03/15/2	12,874	13,242
ECOLAB - 2.125% - 02/01/2032	6,853	7,063
ELI LILLY &CO - 4.900% - 02/12	14,179	14,492
ENTERPRISE PRODS OPER LLC - 2.	11,980	12,359
ERP OPERATING LP - 4.650% - 09	12,418	12,886
GENERAL DYNAMICS CORP NOTE - 3	12,744	13,021
GILEAD SCIENCES INC - 4.800% -	8,060	8,236
GOLDMAN SACHS GROUP INC - 5.05	14,090	14,355
HOME DEPOT INC - 4.850% - 06/2	13,145	13,448
INTUIT NOTE - 5.250% - 09/15/2	12,139	12,102
KENVUE INC - 4.900% - 03/22/20	11,964	12,263
KIMBERLY CLARK CORP NOTE - 2.7	11,844	11,980
LOCKHEED MARTIN CORP NOTE - 5.	12,249	12,629
META PLATFORMS INC - 4.950% -	12,062	12,373
MIDAMERICAN ENERGY - 5.350% -	12,217	12,545
MMC - 3.750% - 03/14/2026	12,916	12,989
MORGAN STANLEY - 5.230% - 01/1	20,295	20,630
NETFLIX INC. SER B NOTE - 6.37	8,572	8,566
PEPSICO INC NOTE - 3.900% - 07	15,151	15,749
PHILLIPS 66 CO - 3.150% - 12/1	12,114	12,489
PHILP MORRIS - 5.125% - 02/15/	12,207	12,415
PNC FINL - 5.582% - 06/12/2029	10,279	10,375
PUBLIC STORAGE - 1.500% - 11/0	9,552	9,801
REALTY INCOME CORP NOTE - 3.00	12,657	12,885
REPUBLIC SERVICES INC - 5.200%	14,089	14,521
ROYAL BK CDA - 4.900% - 01/12/	10,101	10,202
S&P GLOBAL INC - 2.900% - 03/0	12,437	12,926
STATE ST - 4.675% - 10/22/2032	11,820	12,234
TEXAS INSTRUMENTS INC - 4.850%	7,953	8,219
THERMO FISHER - 5.200% - 01/31	11,114	11,492
TRANE TECH GLOB HOLD - 3.750%	12,708	12,958
TRUIST FINL CORP - 7.161% - 10	6,452	6,475
TYCO ELECTRONICS GROUP - 2.500	12,052	12,565
UNION PACIFIC CORP - 3.700% -	12,637	12,904
VERIZON COMMUNICATIONS - 4.125	8,948	9,022
VISA INC - 2.050% - 04/15/2030	15,172	15,768
WAL-MART STORES INC - 3.700% -	14,789	15,032
WELLS FARGO &CO SER U MTN - 3.	15,657	15,898

- TIN:

TY 2025 InvestmentsCorpStockSchedule

Name:

TASK Foundation Inc

EIN:

13-1968353

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ACCENTURE PLC	12,446	12,074
ADOBE SYSTEMS, INC	7,388	7,000
ADVANCED MICRO DEVICES INC	11,038	17,561
AFLAC INC	11,005	11,027
AIR PRODS & CHEM INC	5,609	4,940
AIRBNB	5,340	6,107
ALIGN TECHNOLOGY, INC	8,344	9,057
ALLSTATE CORP	2,678	2,706
ALPHABET INC CL A	61,209	95,779
ALPHABET INC CL C	47,809	76,254
AMAZON COM	106,161	116,565
AMCOR LTD ORD SHS	2,808	2,685
AMER INTERNATIONAL GROUP INC	1,285	1,369
AMEREN CORPORATION	395	399
AMERICAN ELECTRIC POWER INC	4,722	5,189
AMERICAN EXPRESS CO	10,641	13,318
AMERICAN TOWER REIT INC	8,598	7,374
AMERICAN WATER WORKS COMPANY I	3,754	3,393
AMERIPRISE FINANCIAL INC	2,232	2,452
AMETEK INC	3,943	4,517
AMPHENOL CORPORATION	10,338	14,190
ANALOG DEVICES INC	8,949	10,848
AON PLC CL A	2,333	2,117
APOLLO GLOBAL MANAGEMENT, INC	5,910	6,514
APPLE INC	179,019	211,236
APPLIED MATERIALS INC	9,480	13,877
APPLOVIN CORP	8,373	8,760
ARCH CAPITAL GROUP LTD	2,564	2,686
ARISTA NETWORKS	5,368	7,338
AT&T, INC	15,199	13,861
ATMOS ENERGY CORP	7,416	7,376
AUTODESK, INC	2,043	2,368
AUTOMATIC DATA PROCESSING INC	12,302	10,546
AVERY DENNISON CORP	354	364
AXON ENTERPRISE	1,284	1,136
BAKER HUGHES COMPANY	1,870	1,685
BALL CP	1,166	1,112
BANK NEW YORK MELLON CORP COM	2,833	4,179
BANK OF AMERICA CORP	23,619	27,445
BLACKROCK INC	9,889	10,703
BOEING CO	8,765	9,770
BOOKING HOLDINGS INC	10,105	10,711
BROADCOM INC	60,829	84,449
BROADRIDGE FINANCIAL	439	446
BROWN & BROWN INC	484	319
BROWN FORMAN CORP CL B	7,637	6,671
BUNGE GLOBAL SA	1,829	2,227
C H ROBINSON WORLDWIDE INC	1,861	1,929
CADENCE DESIGN SYSTEMS INC	3,413	3,751
CAMDEN PPTY TR	324	330
CAMPBELL SOUP CO	3,674	3,038
CAPITAL ONE FINANCIAL CORP	6,185	7,271
CARRIER GLOBAL	3,956	3,276
CARVANA CO.	2,701	2,532
CATERPILLAR INC	9,975	16,040
CBOE HOLDINGS INC	1,577	1,757
CENCORA INC	10,355	11,821
CENTENE CORP	1,455	1,646
CF INDUSTRIES HOLDINGS, INC	384	387
CHARLES SCHWAB CORP	13,381	14,987
CHEVRON CORP	23,729	23,319
CHUBB LIMITED	13,170	14,358
CIGNA CORPORATION	13,510	12,385
CINCINNATI FINANCIAL CORP	1,475	1,470
CINTAS CRP	7,002	6,959
CISCO SYSTEMS INC	17,667	21,029
CITIGROUP INC	6,461	7,351
CME GROUP, INC	12,878	13,108
CMS ENERGY CP	366	350
COGNIZANT TECHNOLOGY SOLUTIONS	334	415
COINBASE GLOBAL	2,695	1,809
COMCAST CORP	5,328	4,484
CONAGRA FOODS INC	1,858	1,575
CONOCOPHILLIPS	11,004	11,420
CONSOLIDATED EDISON INC	2,570	2,384
CONSTELLATION BRANDS INC	10,262	9,519
CONSTELLATION ENERGY GROUP INC	4,392	5,652
COPART INC	1,696	1,449
COSTAR GROUP, INC	469	403
COTERRA ENERGY INC	3,531	3,527
CRH PLC - ADR	2,737	2,746
CROWDSTRIKE HOLDINGS, INC	4,392	4,688
CROWN CASTLE INTL	1,428	1,244
CSX CORP	1,381	1,813
CUMMINS INC	1,388	1,531
CVS CAREMARK CORP	9,368	10,476
D R HORTON	6,677	6,913
DATADOG INC	2,960	2,176
DAVITA HEALTHCARE PARTNERS INC	1,956	1,591
DEERE CO	8,501	8,380
DELL TECHNOLOGIES INC CLASS C	2,050	2,014
DIAMONDBACK ENERGY INC	1,197	1,503
DIGITAL RLTY TR INC	3,774	3,404
DOLLAR GENERAL CORP	1,027	1,593
DOLLAR TREE INC	2,466	3,198
DOMINION ENERGY INC	2,632	2,695
DOORDASH ORD SHS CLASS A	3,139	3,171
DTE ENERGY CO COM	408	387
DUKE ENERGY CO	9,904	9,728
EATON CORP PLC	9,347	8,600
EBAY INC	877	1,219
ELECTRONIC ARTS	1,238	1,430
ELEVANCE HEALTH INC	7,732	7,011
EMERSON ELECTRIC CO	4,145	5,043
ENTERGY CORP	420	462
EOG RESOURCES INC	4,989	4,410
EQT CORPORATION	1,323	1,447
EQUINIX, INC	4,723	4,597
ERIE INDEMNITY CO CLASS A	1,882	1,433
EXELON CORPORATION	2,033	1,918
EXPAND ENERGY CORP	2,034	2,207
EXPEDITORS INTL WASH INC	2,050	2,533
FAIR ISSAC & CO INC	1,704	1,691
FASTENAL COMPANY	1,844	2,007
FEDEX CORPORATION	1,605	1,733
FIDELITY NATIONAL INFORMATION	992	930
FIFTH THIRD BANCORP	1,448	1,592
FIRST ENERGY CORP	351	403
FIRST SOLAR INC	627	1,045
FORTINET INC	2,189	1,826
FORTIVE CORPORATION	8,440	9,607
FREEPORT-MCMORAN COPPER & GOLD	1,994	2,540
GALLAGHER ARTHUR J & CO	6,671	5,176
GARMIN LTD	7,159	6,694
GE VERNOVA	5,118	7,843
GEN DYNAMICS CP	3,708	4,713
GENERAL ELECTRIC CO	17,767	22,178
GENERAL MOTORS	1,411	1,626
GENUINE PARTS COMPANY	328	369
GOLDMAN SACHS GROUP	8,278	9,669
GRAINGER W W INC	992	1,009
HARTFORD FINANCIALSERVICES GRO	1,584	1,929
HASBRO INC	919	984
HCA INC	9,763	12,138
HEALTHPEAK PROPERTIES, INC	366	322
HENRY SCHEIN INC	8,042	8,994
HILTON WORLDWIDE HOLDINGS, INC	1,080	1,436
HOME DEPOT INC	26,784	24,775
HOWMET AEROSPACE ORD SHS	2,810	4,510
HP INC	1,039	913
HUMANA INC	1,031	1,025
IDEXX LABORATORIES INC	8,210	10,824
ILLINOIS TOOL WORKS	11,581	11,576
INGERSOLL-RAND INC	1,390	1,268
INSULET CORPORATION	9,706	9,380
INTEL CORP	5,593	7,749
INTERCONTINENTAL EXCHANGE, INC	8,347	8,260
INTERNATIONAL BUSINESS MACHINE	14,435	15,995
INTERNATIONAL PAPER CO	2,671	2,245
INTUIT	12,709	12,586
JOHNSON CONTROLS INTERNATIONAL	3,147	4,072
JP MORGAN CHASE	45,206	53,166
KEURIG DR PEPPER INC	11,270	10,616
KEYSIGHT TECHNOLOGIES INC	2,080	2,438
KIMCO RLTY CORP	362	385
KINDER MORGAN INC	4,651	4,618
KKR & CO INC	6,022	6,501
KLA TENCOR CORP	8,697	10,936
KROGER CO	6,245	5,811
L3HARRIS TECHNOLOGIES	421	587
LAM RESEARCH CORP	3,771	8,901
LAS VEGAS SANDS CORP	1,053	1,367
LENNOX INTL INC	514	486
LINDE PLC COM	19,976	18,761
LIVE NATION INC COM	381	428
LOCKHEED MARTIN CORP	4,527	4,837
LOEWS CORP	354	421
LOWES COMPANIES INC	3,217	3,376
LULULEMON ATHLETICA INC	775	623
MARATHON PETROLEUM CORP	5,677	5,855
MARRIOTT INTERNATIONAL INC. CL	3,884	4,654
MARSH AND MCLENNAN COMPANIES I	12,240	10,389
MARTIN MARIETTA MATLS INC	3,393	3,736
MASTERCARD INC	30,030	31,398
MCCORMICK & CO	8,205	7,696
MCDONALD'S CORP	18,949	18,949
MCKESSON CORP	12,445	13,945
META PLATFORMS INC	69,561	72,610
METTLER-TOLEDO INTL	8,496	9,759
MICRON TECHNOLOGY	8,334	17,410
MICROSOFT CORP	176,187	190,064
MID-AMERICA APT COMMUNITIES IN	327	278
MOLSON COOR BREW CO CL B	9,476	8,869
MONOLITHIC POWER SYSTEMS, INC	954	1,813
MONSTER BEVERAGE CORP	9,584	11,731
MOODYS CORP	469	511
MORGAN STANLEY	8,312	10,829
MOTOROLA SOLUTIONS INC	4,499	4,217
NETFLIX INC	23,451	20,627
NEWMONT GOLDCORP CORPORATION	3,744	5,991
NEWS CORP LTD ADR	1,705	1,719
NEWS CORP LTD CL A	361	392
NEXTERA ENERGY, INC	11,055	12,042
NORDSON CP	8,183	9,377
NORFOLK SOUTHERN CORP	2,236	2,887
NORTHROP GRUMMAN CORP	3,366	3,421
NUCOR CP	1,478	1,631
NVIDIA CORP	184,622	235,551
NXP SEMICONDUCTORS	1,524	1,519
O'REILLY AUTOMOTIVE INC	2,106	2,007
OCCIDENTAL PETROLEUM CORP	2,627	2,508
ONEOK INC	4,781	4,557
ORACLE CORP	14,878	16,372
OTIS WORLDWIDE CORP	2,543	2,271
PACCAR INC	6,535	7,556
PACKAGING CORP AMER	4,637	4,950
PALANTIR TECHNOLOGIES INC	15,784	20,619
PALO ALTO NETWORKS INC	6,834	6,631
PARKER HANNIFIN CP	6,735	7,911
PAYCHEX	2,029	1,571
PHILLIPS 66	4,203	4,904
PNC FINANCIAL GROUP INC	1,210	1,670
POOL CORP	316	229
PPL CORPORATION	383	385
PRINCIPAL FINANCIAL GROUP	494	617
PROGRESSIVE CORP OHIO	16,793	15,257
PROLOGIS	8,106	9,702
PUBLIC STORAGE INC	4,592	4,152
PUBLIC SVC ENTERPRISE GROUP IN	5,241	5,139
QUALCOMM INC	3,564	4,276
RAYMOND JAMES FINANCIAL INC	1,541	1,927
RAYTHEON TECHNOLOGIES CORP	14,249	18,157
REALTY INCOME CORP	4,171	4,228
REGENCY CENTERS CORP	331	345
REPUBLIC SVCS INC	2,599	2,331
ROBINHOOD	4,061	3,732
ROCKWELL AUTOMATION INC	442	778
ROLLINS INC	521	600
ROPER INDUSTRIES	2,737	2,226
ROSS STORES, INC	771	1,081
ROYAL CARRIBEAN CRUISE	4,413	5,021
S&P GLOBAL INC COM	12,352	13,065
SALESFORCE.COM	16,692	16,689
SANDISK CORP	1,663	1,662
SCHLUMBERGER LTD	2,824	3,032
SEAGATE TECHNOLOGY HOLDINGS PL	1,627	2,754
SEMPRA ENERGY COM	6,467	6,622
SERVICE NOW	11,478	9,957
SHERWIN-WILLIAMS CO	12,612	11,989
SIMON PPTY GROUP INC	1,967	2,406
SMURFIT	1,919	1,624
SNAP ON INC	337	345
SOUTHERN CO	13,795	13,167
SOUTHWEST AIRLINES	1,177	1,447
STARBUCKS CORP COM	4,275	4,042
STERIS PLC	9,270	9,887
SUPER MICRO COMPUTER INC	956	702
SYNOPSYS, INC	2,733	2,818
SYSCO CORP	10,511	10,243
T-MOBILE US INC	12,639	10,558
TAKE-TWO INTERACTIVE SOFTWARE	2,178	2,304
TARGA RESOURCES CORP	988	1,107
TARGET CORPORATION	3,467	3,519
TE CONNECTIVITY LTD	4,211	5,915
TELEDYNE TECH INC	1,884	2,043
TESLA MOTORS INC	44,953	62,061
TEXAS INSTRUMENTS INC	11,097	11,450
TEXAS PACIFIC LAND CORPORATION	1,320	862
THE BLACKSTONE GROUP INC CL A	6,160	6,166
THE HERSHEY COMPANY	5,664	6,005
THE JM SMUCKER COMPANY	4,609	4,108
THE MOSAIC CO	342	361
TJX COMPANIES INC	15,030	17,204
TKO GROUP HOLDINGS, INC	421	627
TRACTOR SUPPLY CO COM	1,678	1,600
TRANE TECHNOLOGIES PLC	8,341	8,562
TRANSDIGM GRP INC	2,905	2,660
TRAVELERS COMPANIES INC	5,208	5,801
TYLER TECHNOLOGIES, INC	578	454
UBER	11,834	11,194
UDR INC	348	330
UNION PACIFIC	9,894	9,947
UNITED PARCEL SERVICE	9,561	9,919
UNITEDHEALTH GROUP INC	28,507	23,108
UNIVERSAL HLTH SVC B	3,057	3,488
VALERO ENERGY CORP	5,237	6,349
VENTAS INC	2,438	2,476
VERALTO CORPORATION	344	399
VERISK ANALYTICS, INC	285	224
VERIZON COMMUNICATIONS	12,811	12,260
VICI PROPERTIES INC	384	337
VISA INC	37,482	38,578
VISTRA ENERGY CORP	1,688	1,452
VULCAN MATERIALS CO	1,888	2,282
WAL-MART STORES INC	28,659	33,089
WALT DISNEY HOLDINGS CO	12,097	14,107
WARNER BROS. DISCOVERY, INC	2,674	4,409
WASTE MANAGEMENT INC	5,700	5,712
WEC ENERGY GROUP, INC	3,187	3,058
WELLS FARGO & CO	15,303	19,106
WELLTOWER INC.	12,984	14,849
WESTERN DIGITAL CORP	2,281	3,101
WEYERHAEUSER CO	2,741	2,724
WILLIAMS COS	5,020	4,929
WILLIS TOWERS WATSON	1,254	1,314
WORKDAY INC	1,480	1,289
XCEL ENERGY INC	413	443
XYLEM INC	2,135	2,724
YUM BRANDS INC	2,019	2,118
ZOETIS INC	13,568	11,827

- TIN:

TY 2025 InvestmentsGovtObligationsSch

Name:

TASK Foundation Inc

EIN:

13-1968353

US Government Securities - End of Year Book Value:

300,936

US Government Securities - End of Year Fair Market Value:

309,033

State & Local Government Securities - End of Year Book Value:

11,875

State & Local Government Securities - End of Year Fair Market Value:

11,995

- TIN:

TY 2025 OtherExpensesSchedule

Name:

TASK Foundation Inc

EIN:

13-1968353

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
Administrative Fees	23,970		23,970
Bank Charges	141	141
Postage/Delivery Service	200		200
State or Local Filing Fees	250		250
Website Hosting/Support	257		257

- TIN:

TY 2025 OtherIncomeSchedule2

Name:

TASK Foundation Inc

EIN:

13-1968353

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
CREDIT CARD REWARDS	8	8

- TIN:

TY 2025 OtherProfessionalFeesSchedule

Name:

TASK Foundation Inc

EIN:

13-1968353

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Investment Management Services	9,937	9,937

- TIN:

TY 2025 TaxesSchedule

Name:

TASK Foundation Inc

EIN:

13-1968353

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
990-PF Estimated Tax for 2025	14,100