2026-04-03T08:16:00-04:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 464002278 The Bess Family Foundation % Foundation Source BESS 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 John Bess President 8008391754 2026-03-18 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 630296 X 0 X 196 196 17976 17976 16076 201837 16076 34248 34248 0 6050 6050 633 5344 5344 12027 6050 5344 21000 21000 33027 6050 26344 1221 28198 0 11879 10984 10984 558936 561052 619312 570815 572036 630296 0 0 X 570815 572036 570815 572036 570815 572036 570815 1221 572036 572036 Publicly-traded Securities 201837 185761 16076 16076 16076 392 392 392 300 0 300 92 0 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 601061 15748 0 616809 0 616809 9252 607557 30378 30378 392 392 29986 29986 29986 26344 0 0 0 0 26344 29986 25893 2023 2022 2021 26344 25893 451 0 0 29535 0 0 Joan Bess John Bess X AMERICAN NATIONAL RED CROSS 431 18TH ST NW WASHINGTON DC 20006 N/A PC To Feed Families in Disaster Areas 1000 BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY INC 800 NORTHPOINT PKWY WEST PALM BEACH FL 33407 N/A PC Gift To Support STEM Programs 1000 CARIDAD CENTER INC 8645 W BOYNTON BEACH BLVD BOYNTON BEACH FL 33472 N/A PC The Medical Center 1000 CENTER FOR CREATIVE EDUCATION 2400 METROCENTRE BLVD WEST PALM BCH FL 33407 N/A PC The Foundations School (K-5) 1000 COMMUNITY FOOD BANK OF NEW JERSEY INC 31 EVANS TERMINAL HILLSIDE NJ 07205 N/A PC To Feed Hungry Families 1000 FEED THE CHILDREN INC 333 N MERIDIAN AVE OKLAHOMA CITY OK 73107 N/A PC To Support Feeding Hungry Children In The US 1500 FEEDING SOUTH FLORIDA INC 2501 SW 32ND TERRRACE PEMBROKE PARK FL 33023 N/A PC School Pantry Program 1500 FERD AND GLADYS ALPERT JEWISH FAMILY & CHILDRENS S 5841 CORPORATE WAY STE 200 WEST PALM BEACH FL 33407 N/A PC JFS At Home Services 1000 FOUNDCARE INC 2330 S CONGRESS AVE WEST PALM BCH FL 33406 N/A PC Medical Care For Underserved Children 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 School Pantry Program 1500 PALM BEACH COUNTY FOOD BANK INC 701 BOUTWELL RD STE A2 LK WORTH BCH FL 33461 N/A PC For Feeding Hungry Families 500 PLANNED PARENTHOOD FEDERATION OF AMERICA INC PO BOX 97166 WASHINGTON DC 20090 N/A PC Women's Health Programs 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 General & Unrestricted 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 STEAM Services 1000 21000 14 196 14 17976 18 16076 34248 34248 false false false false false false false false false false AQR MANAGED FUTURES FUND CL I 18478 19166 BLACKSTONE ALTERNATIVE INV FDS 18507 18918 CALAMOS MARKET NEUTRAL FD CL I 17289 18716 CALVERT EMERGING MARKETS EQUIT 12110 15838 CLEARBRIDGE INTERNATIONAL GROW 10187 12224 COHEN AND STEERS REALTY SHARES 12896 11967 GATEWAY FUND CLASS Y 9849 12604 GLOBAL X MLP & ENERGY INFRASTR 10572 12590 GQG PARTNERS EMERGING MARKETS 13162 15736 ISHARES CORE MSCI EAFE ETF 10051 12524 ISHARES GOLD TR 2790 6494 ISHARES S&P 500 INDEX FD 12288 19178 ISHARES TR S & P MIDCAP 400 IN 5516 6270 ISHARES TRUST RUSSELL 1000 GRO 12352 18932 ISHARES TRUST RUSSELL 1000 VAL 10991 12831 JPMORGAN EQUITY INCOME FUND SE 45021 44538 LOOMIS SAYLES FDS GWTH FD CL Y 46710 61304 LORD ABBETT INVESTMENT TRUST S 18696 18780 MFS MID CAP GROWTH FUND CLASS 13031 11865 MONDRIAN INTERNATIONAL EQUITY 11017 12946 PIMCO COMMODITY REAL RETURN ST 12352 12667 PIMCO SHORT TERM FUND P 6212 6234 T ROWE PRICE JAPAN FUND 10930 12786 VOYA STRATEGIC INCOME OPPORTUN 213516 217982 WELLS FARGO SPECIAL MID CAP VA 6529 6222 Administrative Fees 5319 5319 State or Local Filing Fees 25 25 Investment Management Services 6050 6050 990-PF Estimated Tax for 2025 300 990-PF Excise Tax for 2024 333