2025-05-09T13:16:52-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 464002278 The Bess Family Foundation % Foundation Source BESS 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JOHN BESS PRESIDENT 8008391754 2025-05-02 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 591501 X 25000 100 100 22571 22571 6872 165746 6872 54543 29543 0 5558 5558 198 5214 5214 10970 5558 5214 20975 20975 31945 5558 26189 22598 23985 0 29494 11879 11879 518723 558936 579622 548217 570815 591501 0 0 X 548217 570815 548217 570815 548217 570815 548217 22598 570815 570815 Publicly-traded Securities 165746 158874 6872 6872 6872 333 333 333 0 0 333 false false false false false false false 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 Joan Bess Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP, Dir 1.0 0 0 0 John Bess Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec, Treas 1.0 0 0 0 550246 17034 0 567280 0 567280 8509 558771 27939 27939 333 333 27606 27606 27606 26189 0 0 0 0 26189 27606 24476 26189 24476 1713 0 0 25893 0 0 Joan Bess John Bess X AMERICAN NATIONAL RED CROSS 431 18TH ST NW WASHINGTON DC 20006 N/A PC Hurricane Helene Disaster Relief FUND 1975 BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY INC 800 NORTHPOINT PKWY STE 204 WEST PALM BCH FL 33407 N/A PC To Support STEM Programs 1000 CARIDAD CENTER INC 8645 W BOYNTON BEACH BLVD BOYNTON BEACH FL 33472 N/A PC To Support The Medical Clinic 1000 CENTER FOR CREATIVE EDUCATION 2400 METROCENTRE BLVD WEST PALM BCH FL 33407 N/A PC General & Unrestricted 1000 COMMUNITY FOOD BANK OF NEW JERSEY INC 31 EVANS TERMINAL HILLSIDE NJ 07205 N/A PC General & Unrestricted 1000 FEED THE CHILDREN INC 333 N MERIDIAN AVE OKLAHOMA CITY OK 73107 N/A PC Feeding Hungry Children in the U.S. 1000 FEEDING SOUTH FLORIDA INC 2501 SW 32ND TERRRACE PEMBROKE PARK FL 33023 N/A PC General & Unrestricted 1000 FERD AND GLADYS ALPERT JEWISH FAMILY & CHILDRENS S 5841 CORPORATE WAY STE 200 WEST PALM BEACH FL 33407 N/A PC to Support JFS At Home Services 1000 FOUNDCARE INC 2330 S CONGRESS AVE WEST PALM BCH FL 33406 N/A PC To Support Medical Care For Underserved Child 1000 JEWISH FEDERATION OF PALM BEACH COUNTY INC 1 HARVARD CIR SUITE 100 WEST PALM BEACH FL 33409 N/A PC To Support Feeding Seniors 1000 JUPITER MEDICAL CENTER INC 1210 S OLD DIXIE HWY JUPITER FL 33458 N/A PC General & Unrestricted 1000 NEWARK SCHOOL OF THE ARTS INC 89 LINCOLN PARK NEWARK NJ 07102 N/A PC General & Unrestricted 1000 PALM BEACH COUNTY FOOD BANK INC 701 BOUTWELL RD STE A2 LK WORTH BCH FL 33461 N/A PC FUNDS FOR Feeding The Hungry 1000 PLANNED PARENTHOOD FEDERATION OF AMERICA INC PO BOX 97166 WASHINGTON DC 20090 N/A PC Women's Health Programs 1000 SPEAK UP FOR KIDS OF PALM BEACH COUNTY INC PO BOX 1896 WEST PALM BCH FL 33402 N/A PC To Support The Music Buddies Program 1000 ST JUDE CHILDRENS RESEARCH HOSPITAL INC 501 ST JUDES PL MEMPHIS TN 38105 N/A PC General & Unrestricted 1000 THE NEW YORK AND PRESBYTERIAN HOSPITAL 525 E 68TH ST BOX 123 NEW YORK NY 10065 N/A PC General & Unrestricted 1000 UNITED NEGRO COLLEGE FUND INC 1805 7TH ST NW WASHINGTON DC 20001 N/A PC Undergraduate Scholarship FUNDS 1000 UNITED WAY OF PALM BEACH COUNTY INC 477 S ROSEMARY AVE STE 230 WEST PALM BCH FL 33401 N/A PC to Support Feeding Hungry Families 1000 URBAN LEAGUE OF PALM BEACH COUNTY INC 1700 N AUSTRALIAN AVE WEST PALM BCH FL 33407 N/A PC Project Ready STEM 1000 20975 14 100 14 22571 18 6872 29543 29543 false false false false false false false false false false X X 1 Bess John 2720 Donald Ross Road Unit 302 Palm Beach Gardens FL 33410 25000 X AMERICAN BEACON AHL MNGD FUTUR 18871 17532 BLACKSTONE ALTERNATIVE INV FDS 23416 23425 CALAMOS MARKET NEUTRAL FD CL I 17214 17770 CALVERT EMERGING MARKETS EQUIT 15111 14340 CLEARBRIDGE INTERNATIONAL GROW 11133 11602 COHEN AND STEERS REALTY SHARES 12684 11738 GATEWAY FUND CLASS Y 9896 11562 GLOBAL X MLP & ENERGY INFRASTR 9694 11749 GQG PARTNERS EMERGING MARKETS 13063 14621 ISHARES CORE MSCI EAFE ETF 11776 11666 ISHARES GOLD TR 4081 5842 ISHARES S&P 500 INDEX FD 12471 17072 ISHARES TR S & P MIDCAP 400 IN 5215 5795 ISHARES TRUST RUSSELL 1000 GRO 7570 11646 ISHARES TRUST RUSSELL 1000 VAL 14865 15921 JPMORGAN EQUITY INCOME FUND SE 48611 48065 LOOMIS SAYLES FDS GWTH FD CL Y 30177 40101 MFS MID CAP GROWTH FUND CLASS 11323 11533 MONDRIAN INTERNATIONAL EQUITY 12765 12327 NUANCE MID CAP VALUE FD 6043 5865 PIMCO COMMODITY REAL RETURN ST 6798 5958 PIMCO SHORT TERM FUND P 5858 5879 T ROWE PRICE JAPAN FUND 11350 11813 VOYA STRATEGIC INCOME OPPORTUN 238951 235800 Administrative Fees 5189 5189 State or Local Filing Fees 25 25 Investment Management Services 5558 5558 990-PF Excise Tax for 2023 198