2025-08-21T13:11:31-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 203864290 The Bernard and Patricia Iacovangelo Family Foundation Inc % Foundation Source BERN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Bernard Iacovangelo President 8008391754 2025-08-19 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 2998974 X 417888 8916 8916 82326 82180 74236 1953950 109917 1216 1216 584582 202229 0 16772 16772 1105 5 10238 179 10059 28115 16956 10059 365500 365500 393615 16956 375559 190967 185273 0 82309 175908 175908 630956 59646 59720 1601947 2253289 2726881 20670 38006 36465 2335882 2526849 2998974 0 0 X 2335882 2526849 2335882 2526849 2335882 2526849 2335882 190967 2526849 2526849 Publicly-traded Securities 1953950 1842862 111088 111088 Passthrough K1 Capital Gain/(Loss) -1171 109917 2575 2575 2575 1049 0 1600 2649 X 0 74 74 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 Bernard J Iacovangelo Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 Patricia Iacovangelo Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 2448775 176354 0 2625129 0 2625129 39377 2585752 129288 129288 2575 2575 126713 126713 126713 375559 0 0 0 0 375559 126713 271913 227085 176357 241800 242190 1159345 375559 126713 248846 1408191 0 271913 1136278 227085 176357 241800 242190 248846 Bernard J Iacovangelo Patricia Iacovangelo X AQUINAS INSTITUTE OF ROCHESTER 1127 DEWEY AVE ROCHESTER NY 14613 N/A PC General & Unrestricted 5000 BISHOP KEARNEY HIGH SCHOOL 125 KINGS HWY SOUTH ROCHESTER NY 14671 N/A PC General & Unrestricted 2500 CONGREGATION OF THE PASSION HOLY NAME PASSIONIST C 430 BUNKER HILL RD HOUSTON TX 77024 N/A PC For Fr. Cedric Ministries 2500 CORELUV INTERNATIONAL INC 502 W MONTGOMERY STE 411 WILLIS TX 77378 N/A PC to feed, clothe, house and educate the poor that this organization serves 5000 CRISIS PREGNANCY CENTER OF CANANDAIGUA INC PO BOX 25513 ROCHESTER NY 14625 N/A PC for General Purposes & Focus Pregnancy Help Center 10000 CRISIS PREGNANCY CENTER OF CANANDAIGUA INC PO BOX 25513 ROCHESTER NY 14625 N/A PC General & Unrestricted 7500 CROSS CATHOLIC OUTREACH INC PO BOX 97168 WASHINGTON DC 20090 N/A PC General & Unrestricted 10000 FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS PO BOX 17408 DENVER CO 80217 N/A PC General & Unrestricted 1000 FEMINISTS CHOOSING LIFE OF NEW YORK INC 1545 E AVE ROCHESTER NY 14610 N/A PC General & Unrestricted 5000 FEMINISTS CHOOSING LIFE OF NEW YORK INC 1545 E AVE ROCHESTER NY 14610 N/A PC Charitable Event 5000 FOOD FOR THE POOR INC 6401 LYONS RD COCONUT CREEK FL 33073 N/A PC General & Unrestricted 12500 FRANCISCAN MISSION ASSOCIATES 274-280 W LINCOLN AVE PO BOX 598 MT VERNON NY 10551 N/A PC to feed, house, clothe and educate the poor in Countries that they serve 5000 FRANCISCAN MISSION ASSOCIATES 274-280 W LINCOLN AVE PO BOX 598 MT VERNON NY 10551 N/A PC General & Unrestricted 5000 GOOD NEWS JAIL & PRISON MINISTRY 130 PLYMOUTH AVE S ROCHESTER NY 14614 N/A PC General & Unrestricted 5000 HOMESTEADS FOR HOPE INC 2548 MANITOU RD ROCHESTER NY 14624 N/A PC General & Unrestricted 5000 HOPE HALL 1612 BUFFALO RD ROCHESTER NY 14624 N/A PC General & Unrestricted 2500 HOUSE OF MERCY INC 285 ORMOND ST ROCHESTER NY 14605 N/A PC General & Unrestricted 2500 HUGS FOUNDATION INC 973 EAST AVE ROCHESTER NY 14607 N/A PC General & Unrestricted 10000 JOINING HEARTS AND HANDS 601 23RD PL SW VERO BEACH FL 32962 N/A PC General & Unrestricted 5000 LATINO YOUTH DEVELOPMENT AND RESOURCE CENTER 980 N CLINTON AVE ROCHESTER NY 14621 N/A PC General & Unrestricted 7500 MARYS PLACE REFUGEE OUTREACH INC 38 ALAMEDA ST ROCHESTER NY 14613 N/A PC General & Unrestricted 5000 MISSION OF OUR LADY OF MERCY 1140 W JACKSON BLVD CHICAGO IL 60607 N/A PC General & Unrestricted 5000 OBLATE MISSIONARY SOCIETY INC 9480 N DE MAZENOD DR BELLEVILLE IL 62223 N/A PC General & Unrestricted 2500 OPEN DOOR MISSION INC 156 PLYMOUTH AVE N ROCHESTER NY 14608 N/A PC General & Unrestricted 25000 OUR LADY OF VICTORY HOMES OF CHARITY INC 780 RIDGE RD LACKAWANNA NY 14218 N/A PC General & Unrestricted 10000 PROVINCE OF ST MARY 110 SHONNARD PL YONKERS NY 10703 N/A PC General & Unrestricted 15000 ROCHESTER COMMUNITY INCLUSIVE ROWING INC 20 BLACK CREEK RD ROCHESTER NY 14623 N/A PC Charitable Event 2000 ROCHESTER REGIONAL HEALTH FOUNDATION 100 KINGS HWY SOUTH ROCHESTER NY 14617 N/A PC For the Healthy Moms Program 5000 ROCHESTER SCHOOL OF THE HOLY CHILDHOOD INC 100 GROTON PKWY ROCHESTER NY 14623 N/A PC General & Unrestricted 2500 ST ANNS HOME FOR THE AGED 1500 PORTLAND AVE ROCHESTER NY 14621 N/A PC Annie's Angels & annual FUND 10000 ST JOHN FISHER UNIVERSITY 3690 E AVE ROCHESTER NY 14618 N/A PC Endowed Directorship For Campus Ministry 20000 ST JOSEPHS NEIGHBORHOOD CENTER INC 417 S AVE ROCHESTER NY 14620 N/A PC support for Gala 2025 5000 ST JOSEPHS NEIGHBORHOOD CENTER INC 417 S AVE ROCHESTER NY 14620 N/A PC to feed, clothe and assist the poor in their community 5000 ST JUDE CATHOLIC CHURCH 204 N US HWY 1 TEQUESTA FL 33469 N/A PC General & Unrestricted 5000 ST MICHAELS FAMILY PROTECTION INSTITUTE INC 1880 E RIDGE RD ROCHESTER NY 14622 N/A PC General & Unrestricted 5000 ST PADRE PIO INSTITUTE OF ROCHESTERINC 1510 LYELL AVE ROCHESTER NY 14606 N/A PC General & Unrestricted 2500 ST PETERS KITCHEN INC PO BOX 11031 ROCHESTER NY 14611 N/A PC General & Unrestricted 25000 ST PIUS TENTH 3010 CHILI AVE ROCHESTER NY 14624 N/A PC For the Peter's Pence Program and to serve the poor in foreign nations 5000 ST PIUS TENTH 3010 CHILI AVE ROCHESTER NY 14624 N/A PC Charitable Event 5000 ST PIUS TENTH 3010 CHILI AVE ROCHESTER NY 14624 N/A PC 2024-2025 Catholic Ministries Appeal 10000 ST PIUS TENTH 3010 CHILI AVE ROCHESTER NY 14624 N/A PC CMA - Diocesan Catholic Ministries Appeal 15000 ST JOHN BOSCO SCHOOLS 501 GARFIELD ST E ROCHESTER NY 14445 N/A PC General & Unrestricted 5000 STETSON UNIVERSITY INC 1401 61ST ST S GULFPORT FL 33707 N/A PC Class of 1973 Scholarship Fund & Kay Eddy Scholarship Endowment Fund 10000 STETSON UNIVERSITY INC 1401 61ST ST S GULFPORT FL 33707 N/A PC The Kay Eddy Scholarship Endowment Fund 5000 STORY OF HOPE COMFORT CARE HOME INC 813 MARSHALL RD ROCHESTER NY 14624 N/A PC To assist with the completion of the New Facility 5000 SWEM COMMUNITY SERVICES INC 1049 WEGMAN RD ROCHESTER NY 14624 N/A PC General & Unrestricted 5000 SWEM COMMUNITY SERVICES INC 1049 WEGMAN RD ROCHESTER NY 14624 N/A PC to purchase food, clothing, and assist the needs of the poor in the area 5000 THE CHILD ADVOCACY CENTER OF GREATER ROCHESTER ONE MOUNT HOPE AVE ROCHESTER NY 14620 N/A PC General & Unrestricted 10000 VETERANS OUTREACH CENTER INC 447 S AVE ROCHESTER NY 14620 N/A PC Otto's Pheonix House Program for the Veteran's Outreach Center 10000 VETERANS OUTREACH CENTER INC 447 S AVE ROCHESTER NY 14620 N/A PC General & Unrestricted 5000 YOUTH FOR CHRIST USA INC PO BOX 30069 ROCHESTER NY 14603 N/A PC General & Unrestricted 7500 365500 14 8916 14 82326 18 74236 K-1 Inc/Loss 14 1216 166694 166694 false false false false false false false false false false X X 1 Iacovangelo Bernard J 20 Autumn Wood Rochester NY 14624 417888 X 1 AMAZON COM AMZN, 200 sh. 44775 2024-12-06 1 NVIDIA CORP NVDA, 800 sh. 114804 2024-12-06 1 NVIDIA CORP NVDA, 1800 sh. 258309 2024-12-06 ALLIANZGI NFJ DIVIDEND INT & P 1932 1895 ALPHABET INC CL C 78999 106646 AMAZON COM 101368 137119 APPLE INC 29236 48832 ARES CAPITAL CORPORATION - CLO 21263 24079 BANK OF AMERICA CORP 10187 13185 BLACKROCK BUILD AMERICA BD T 22881 20537 BROADCOM INC 30873 81144 CRESCENT CAP BDC INC 5% PFD 65000 63882 FIDELITY MSCI UTILITIES INDEX 25499 25604 GLOBAL X URANIUM 24784 22763 INVESCO S&P 500 MOMENTUM ETF 77193 85509 INVESCO S&P 500 QUALITY ETF 50739 51948 ISHARES BITCOIN TRUST 37450 37135 ISHARES CHINA LARGE CAP 29997 27396 ISHARES GOLD TR 44994 59412 ISHARES RUSSELL 2000 1202 12153 ISHARES S&P 500 INDEX FD 65478 104196 ISHARES S&P GLOBAL TIMBER & FO 30151 26719 ISHARES TREASURY FLOATING RATE 35455 35329 ISHARES TRUST RUSSELL MIDCAP I 26495 30940 JANUS HENDERSON AAA CLO ETF 118147 119169 JP MORGAN ULTRA SHORT INCOME E 27726 27704 LMP CAPITAL AND INCOME FUND 1872 2253 META PLATFORMS INC 136697 254697 MICROSOFT CORP 37003 42150 MICROSTRATEGY INCORPORATED 21041 16508 MS INDIA INV FD 7800 7328 NETFLIX INC 24846 53479 NEWTEK BUSINESS SVSC CORP 5.5% 88125 88865 NUVEEN DOW 30SM DYNAMIC OVERWR 5454 5663 NVIDIA CORP 419269 463300 PRIORITY INCOME FUND CL C 6.62 44280 43956 SALESFORCE.COM 23665 33433 SCHWAB U.S. SMALL-CA 30773 31032 SELECT SECTOR SPDR ENERGY FUND 18924 18417 SPDR BARCLAYS INVESTMENT GRADE 89363 89117 T ROWE PRICE GLOBAL STOCK FUND 21790 26007 US TREASURY 3 MONTH BILL ETF 107393 107199 VANGUARD FTSE EMERGING MARKETS 32931 30828 VANGUARD FTSE EUROPEAN ETF 52216 50776 VANGUARD S&P 500 ETF 75301 134703 VERIZON COMMUNICATIONS 28409 29993 WAL-MART STORES INC 29088 33881 59646 59720 ISHARES S&P GSCI COMMODITY-IND 38006 36465 Administrative Fees 10034 10034 K-1 Exp ISHARES S&P GSCI COMMO 179 179 State or Local Filing Fees 25 25 K-1 Inc/Loss ISHARES S&P GSCI COMMODITY-INDEXED T 1216 1216 Investment Management Services 16772 16772 990-PF Estimated Tax for 2024 1000 990-PF Extension for 2023 100 Foreign Tax Paid 5 5