2026-04-03T08:15:47-04:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 264309251 The By George Fund % Foundation Source BYGE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Jane Kates President 8008391754 2026-03-13 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 390165 X 0 X 282 282 9791 9791 5361 18767 5361 15434 15434 0 1903 1903 107 5344 5344 7354 1903 5344 23000 23000 30354 1903 28344 -14920 13531 0 16517 11403 11403 206170 196364 378762 222687 207767 390165 0 0 X 222687 207767 222687 207767 222687 207767 222687 -14920 207767 207767 Publicly-traded Securities 18767 13406 5361 5361 5361 188 188 188 0 0 188 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 Jane Kates Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 348103 10586 0 358689 0 358689 5380 353309 17665 17665 188 188 17477 17477 17477 28344 0 0 0 0 28344 17477 12532 8504 21036 28344 17477 10867 31903 0 31903 12532 8504 10867 Jane Kates X EMMANUEL EPISCOPAL CHURCH PO BOX 306 MIDDLEBURG VA 20118 N/A PC General & Unrestricted 17500 KENT SCHOOL CORPORATION 1 MACEDONIA RD PO BOX 2006 KENT CT 06757 N/A PC Thomas W. Kates Scholarship Fund 3000 SOUTH CAROLINA COASTAL CONSERVATION LEAGUE INC 131 SPRING ST STE A CHARLESTON SC 29403 N/A PC General & Unrestricted 500 THE FAUQUIER FREE CLINIC INC 35 ROCK POINTE LN WARRENTON VA 20186 N/A PC General & Unrestricted 2000 23000 14 282 14 9791 18 5361 15434 15434 false false false false false false false false false false ALPHABET INC CL A 3363 37560 AMERICAN BALANCED FUND CLASS F 40196 51210 APPLE INC 1512 27186 DFA INTERNATIONAL CORE EQUITY 11360 18916 DFA U S CORE EQUITY 1 PORTFOLI 16062 32560 HCA INC 6437 32680 L3HARRIS TECHNOLOGIES 4977 13211 LORD ABBETT INVESTMENT TRUST S 28500 26876 METROPOLITAN WEST RETURN BOND 23089 18791 MICROSOFT CORP 7153 26599 NEW WORLD FUND CLASS F3 10635 13744 VANGUARD DIVIDEND APPRECIATION 14835 27473 VANGUARD FTSE DEVELOPED MARKET 11991 18429 VANGUARD TOTAL STOCK MARKET ET 16254 33527 Administrative Fees 5319 5319 State or Local Filing Fees 25 25 Investment Management Services 1903 1903 990-PF Excise Tax for 2024 107