2026-02-16T07:59:05-06:00 2025-09-30 561215661 SILLS AND ASSOCIATES PA 4400 SILAS CREEK PKWY SUITE 200 WINSTONSALEM NC 27104 990PF 2024-10-01 562000456 STEPHENSON POPE BABCOCK FOUNDATION STEP 3366590290 17 GRAYLYN PLACE CT WINSTONSALEM NC 27106 LUKE BABCOCK PRESIDENT 3366590290 2026-02-16 1 0 MARK W SHRIVER P00215649 3367683290 2026-02-16 2024 2025-03-06 01:10:19Z X 4306728 X 1353388 65739 65739 22937 1118474 688513 1442064 754252 0 0 0 2200 0 0 5833 5808 0 2169 0 0 4358 0 0 14560 5808 0 170000 170000 184560 5808 170000 1257504 748444 177294 119986 119986 248042 223180 225000 829324 2224259 3862439 157020 101759 99303 1411680 2669184 4306728 0 0 X 0 0 0 0 1411680 2669184 1411680 2669184 1411680 2669184 1411680 1257504 0 2669184 0 2669184 JP MORGAN CHASE 6.1% DUE 12-31-49 P 2016-09-09 2024-10-01 50000 55261 -5261 -5261 US TREAS NOTE .625% DUE 10-15-24 P 2024-04-03 2024-10-15 60000 58566 1434 1434 US TREAS NOTE .625% DUE 10-15-24 P 2022-09-21 2024-10-15 71000 66237 4763 4763 MARKEL GROUP INC D 2024-10-24 2024-10-28 361480 7824 353656 353656 MARKEL GROUP INC D 2024-10-23 2024-11-22 309718 6774 302944 302944 US TREAS NOTE 4625% DUE 10-15-25 P 2024-10-23 2024-11-22 4991 4999 -8 -8 JOHNSON & JOHNSON P 2018-03-12 2024-12-03 19123 16708 2415 2415 DIAGEO PLC P 2014-10-15 2024-12-10 62105 54737 7368 7368 US TREAS NOTE 3.875% DUE 10-15-27 P 2024-10-23 2025-03-31 89968 89620 348 348 US TREAS NOTE 3.875% DUE 10-15-27 P 2024-10-28 2025-03-31 30989 30820 169 169 US TREAS NOTE 4.25% DUE 10-15-27 P 2024-10-23 2025-04-08 20009 19995 14 14 PAYPAL HOLDINGS INC P 2013-11-22 2025-04-28 38405 18396 20009 20009 MOHAWK INDUSTRIES-CLASS ACTION SETTLEMENT P 2016-05-26 2025-03-17 391 23 368 368 PFIZER-CLASS ACTION SETTLEMENT P 2014-12-01 2025-05-22 109 109 109 ALLERGAN-CLASS ACTION SETTLEMENT P 2014-12-01 2025-05-22 164 164 164 ACTAVIS PLC-CLASS ACTION SETTLEMENT P 2014-12-01 2025-09-15 22 1 21 21 688513 10403 0 10403 0 10403 3760 0 0 0 3760 0 6643 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 SPBABCOCKFOUNDATION.ORG LUKE BABCOCK 3366590290 17 BLUFF POINT ROAD SAG HARBOR NY 11963 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANNE BABCOCK 17 GRAYLYN PLACE CT WINSTON SALEM NC 27106 VICE PRESIDENT 0.00 0 0 0 LUKE BABCOCK 17 BLUFF POINT ROAD SAG HARBOR NY 11963 PRESIDENT 0.00 0 0 0 THOMAS BABCOCK 955 LEXINGTON AVE NO 8C NEW YORK NY 10021 TREASURER 0.00 0 0 0 ALICE PEARCE 3960 NORTH OCEAN BLVD 6 DELRAY BEACH FL 33483 SECRETARY 0.00 0 0 0 NONE 0 NONE 0 0 3987985 0 0 3987985 0 0 3987985 59820 3928165 196408 196408 10403 10403 186005 0 186005 0 186005 170000 0 170000 186005 0 0 65221 5209 48896 2194 7484 129004 170000 0 0 0 170000 0 16005 16005 112999 0 0 0 0 0 0 49216 63783 5209 48896 2194 7484 X WINSTON SALEM STREET SCHOOL 630 W 6TH ST WINSTON SALEM NC 27101 NONE 501 (C)(3) CHARITABLE USE 12000 ON COURSE FOUNDATION 7812 PALM PARKWAY ORLANDO FL 32836 NONE 501 (C)(3) CHARITABLE USE 17000 CENTER FOR COMPREHENSIVE HEALTH PRACTICE 35 EAST 110TH ST 4TH FLOOR NEW YORK NY 10029 NONE 501(C)(3) CHARITABLE USE 5000 THE CENTER FOR FAMILY JUSTICE 753 FAIRFIELD AVE BRIDGEPORT CT 06604 NONE 501 (C)(3) CHARITABLE USE 10000 SPRINGS FOOD PANTRY 5 OLD STONE HIGHWAY EAST HAMPTON NY 11937 NONE 501 (C)(3) CHARITABLE USE 10000 CROSSNORE COMMUNITIES FOR CHILDREN 1001 REYNOLDA RD WINSTON SALEM NC 27104 NONE 501 (C)(3) CHARITABLE USE 1000 FOLDS OF HONOR 8711 E PINNACLE PEAK RD PMB 326 SCOTTSDALE AZ 852553517 NONE 501 (C)(3) CHARITABLE USE 10000 FOREVER MARYLAND FOUNDATION INC PO BOX 4489 SALISBURY MD 21803 NONE 501 (C)(3) CHARITABLE USE 1000 IYRS SCHOOL OF TECHNOLOGY & TRADES 449 THAMES STREET NEWPORT RI 02840 NONE 501(C)(3) CHARITABLE USE 15000 HAMPTONS COMMUNITY OUTREACH PO BOX 838 BRIDGEHAMPTON NY 11932 NONE 501(C)(3) CHARITABLE USE 11000 KULA FOR KARMA 3 VREELAND AVE HAWTHORNE NJ 07506 NONE 501 (C)(3) CHARITABLE USE 9000 NC COASTAL FEDERATION 3609 NC 24 NEWPORT NC 28570 NONE 501 (C)(3) CHARITABLE USE 8000 OLA OF EASTERN LONG ISLAND PO BOX 278 SAGAPONACK NY 11962 NONE 501 (C)(3) CHARITABLE USE 8000 ARENA THEATER PO BOX 611 PT ARENA CA 95468 NONE 501 (C)(3) CHARITABLE USE 8000 COMMUNITY FOUNDATOIN OF THE TEXAS HILL COUNTRY 241 EARL GARRETT STREET KERRVILLE TX 78028 NONE 501 (C)(3) CHARITABLE USE 11000 ROOTS AND WINGS 335 E LINTON BLVD STE 2219 DELRAY BEACH FL 33483 NONE 501 (C)(3) CHARITABLE USE 15000 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 NONE 501 (C)(3) CHARITABLE USE 1000 SPECTRUM FOR LIVINGS DEVELOPMENT INC 210 RIVERVALE RD STE 3 RIVER VALE NJ 07675 NONE 501 (C)(3) CHARITABLE USE 1000 SPECIAL OPERATIONS TRANSITION FOUNDATION PO BOX 249 NICEVILLE FL 32588 NONE 501 (C)(3) CHARITABLE USE 1000 THE CHILDRENS ROOM 15 COTTAGE ST CAMBRIDGE MA 02139 NONE 501 (C)(3) CHARITABLE USE 1000 THOUSAND ISLANDS LAND TRUST PO BOX 238 CLAYTON NY 13624 NONE 501 (C)(3) CHARITABLE USE 10000 CONCUSSION LEGACY FOUNDATION 361 NEWBURY STREET 5TH FLOOR BOSTON MA 02115 NONE 501 (C)(3) CHARITABLE USE 1000 HAMPTON LIFEGUARD ASSOCIATION 7 MEADOW WAY EAST HAMPTON NY 11937 NONE 501 (C)(3) CHARITABLE USE 1000 UTAH AVALANCHE CENTER 2835 E 3300 S 3RD FLOOR SALT LAKE CITY UT 84109 501 (C)(3) CHARITABLE USE 1000 KERR COUNTY FLOOD RELIEF 241 EARL GARRETT STREET KERRVILLE TX 78028 501 (C)(3) CHARITABLE USE 1000 10000 LUNCHES 675 CARROLL DRIVE MORAGA CA 94556 501 (C)(3) CHARITABLE USE 1000 170000 0 65739 22937 0 0 88676 88676 4 INCOME DERIVED FROM INTEREST, DIVIDENDS IS USED TO PROVIDE GRANTS TO SELECTED ORGANZIATIONS. 8 INCOME DERIVED FROM SALES OF SECURITIES IS USED TO PROVIDE GRANTS TO SELECTED ORGANZIATIONS. 0 0 0 0 0 0 0 0 0 0 X X 1 SUSAN MULLIN REV TRUST 700 RIDGEWAY FARM LANE BROOKNEAL VA 24528 5000 X 2 BRUCE BABCOCK IRA 17 GRAYLYN PLACE CT WINSTON SALEM NC 27106 350088 X 3 CHARLIE BURROUGHS 5506 ATLANTIC AVENUE VIRGINIA BEACH VA 23451 995800 X 3 631 SHARES OF MARKEL GROUP INC STOCK 995800 2024-10-24 ACCOUNTING FEES 2200 0 0 PURSUANT TO CODE SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), STEPHENSON POPE BABCOCK FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEEDING TAX YEAR'S UNDISTIBUTED INCOME AS COMING FROM CORPUS. BANK NEW YORK MELLON CORP 101759 99303 BERKSHIRE HATHAWAY INC 174211 477603 KENVUE 121209 101438 NIKE 202236 153406 AUTOMATIC DATA PROCESSING 79392 168763 SHERWIN WILLIAMS COMPANY 63818 173130 VISA INC 37790 256035 HONEYWELL INTERNATIONAL INC 38892 84200 NESTLE SA 84021 91770 MONDELEZ INTL INC 122418 156175 FACTSET RESEARCH SYSTEMS 134716 157570 APPLE COMPUTER 13807 229167 NORFOLK SOUTHERN CORP 23012 120164 GOOGLE INC CL A 107813 474045 US TREASURY BILL 4.625% DUE 1-/15/26 251900 252325 RAYTHEON TECHNOLOGIES 69011 142231 US TREASURY BILL 3.875% DUE 10/15/27 128249 129635 MICROSOFT CORP 148089 207180 PEPSICO INC 108049 105330 MARKEL GROUP INC 315626 382272 223180 225000 0 0 ADMIN SUPPORT 4000 0 0 WEBSITE SUPPORT 358 0 0 SUSAN MULLEN REV TRUST 700 RIDGEWAY FARM LANE BROOKNEAL VA 24528 BRUCE BABCOCK IRA 17 GRAYLYN PLACE CT WINSTON SALEM NC 27106 CHARLIE BURROUGHS 5506 ATLANTIC AVENUE VIRGINIA BEACH VA 23451 FOREIGN TAXES 25 0 0 FEDERAL EXCISE TAXES 5808 5808 0