2026-09-22T10:12:05-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 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 2026-09-14 true Jeffrey D Haskell P01345770 8008391754 2025 X 3551174 X 448182 10917 10917 70200 70200 236888 3737159 727377 523 523 766710 809017 0 19381 19381 4200 9594 91 9503 33175 19472 9503 292500 292500 325675 19472 302003 441035 789545 0 175908 277010 277010 59646 2253289 2690874 3274164 38006 2526849 2967884 3551174 0 0 X 2526849 2967884 2526849 2967884 2526849 2967884 2526849 441035 2967884 2967884 Publicly-traded Securities 3737159 3009881 727278 727278 Passthrough K1 Capital Gain/(Loss) 99 727377 10975 10975 10975 2674 0 8301 10975 X 0 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 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 2783780 276801 0 3060581 0 3060581 45909 3014672 150734 150734 10975 10975 139759 139759 139759 302003 0 0 0 0 302003 139759 2023 2022 2021 227085 176357 241800 242190 248846 1136278 302003 139759 162244 1298522 0 227085 1071437 176357 241800 242190 248846 162244 Bernard J Iacovangelo Patricia Iacovangelo X AQUINAS INSTITUTE OF ROCHESTER 1127 DEWEY AVE ROCHESTER NY 14613 N/A PC General & Unrestricted 10000 CANCER ACTION INC 255 ALEXANDER ST ROCHESTER NY 14607 N/A PC General & Unrestricted 2500 CONGREGATION OF THE PASSION HOLY NAME PASSIONIST C 430 BUNKER HILL RD HOUSTON TX 77024 N/A PC General & Unrestricted 2500 CORELUV INTERNATIONAL INC 502 W MONTGOMERY STE 411 WILLIS TX 77378 N/A PC General & Unrestricted 5000 CRISIS PREGNANCY CENTER OF CANANDAIGUA INC PO BOX 25513 ROCHESTER NY 14625 N/A PC to support the Mobile Ultrasound Van & the Focus Pregnancy Help Center 10000 CROSS CATHOLIC OUTREACH INC PO BOX 97168 WASHINGTON DC 20090 N/A PC General & Unrestricted 5000 FEMINISTS CHOOSING LIFE OF NEW YORK INC 1545 E AVE ROCHESTER NY 14610 N/A PC General & Unrestricted 10000 FOOD FOR THE POOR INC 6401 LYONS RD COCONUT CREEK FL 33073 N/A PC General & Unrestricted 5000 FOOD FOR THE POOR INC 6401 LYONS RD COCONUT CREEK FL 33073 N/A PC Build a home for a family in need Fund 5000 GISELLE DELORME HEART OF KINDNESS FOUNDATION INC 855 LATTA RD ROCHESTER NY 14612 N/A PC General & Unrestricted 2000 GOOD NEWS JAIL & PRISON MINISTRY 130 PLYMOUTH AVE S ROCHESTER NY 14614 N/A PC General & Unrestricted 2500 HOPE HALL 1612 BUFFALO RD ROCHESTER NY 14624 N/A PC Hope Hall Summer Program 5000 HUGS FOUNDATION INC 973 EAST AVE ROCHESTER NY 14607 N/A PC General & Unrestricted 5000 ITALEO INC 275 EATON RD ROCHESTER NY 14617 N/A PC General & Unrestricted 1000 JOINING HEARTS AND HANDS 601 23RD PL SW VERO BEACH FL 32962 N/A PC General & Unrestricted 2500 LATINO YOUTH DEVELOPMENT AND RESOURCE CENTER 980 N CLINTON AVE ROCHESTER NY 14621 N/A PC General & Unrestricted 5000 MARYS PLACE REFUGEE OUTREACH INC 38 ALAMEDA ST ROCHESTER NY 14613 N/A PC General & Unrestricted 5000 NYSARC INC 2060 BRIGHTON-HENRIETTA TOWNLINE RD ROCHESTER NY 14623 N/A PC General & Unrestricted 5000 OPEN DOOR MISSION INC 80 W MAIN ST ROCHESTER NY 14614 N/A PC General & Unrestricted 25000 OUR LADY OF GUADALUPE MISSION 12896 COUNTY ROAD RTE 512 FELLSMERE FL 32948 N/A PC General & Unrestricted 2500 OUR LADY OF VICTORY HOMES OF CHARITY INC 780 RIDGE RD LACKAWANNA NY 14218 N/A PC General & Unrestricted 5000 PROVINCE OF ST MARY 110 SHONNARD PL YONKERS NY 10703 N/A PC General & Unrestricted 10000 ROCHESTER CITY SOCCER LEAGUE 47 NEW GATE DR HENRIETTA NY 14467 N/A PC General & Unrestricted 2500 ROCHESTER REGIONAL HEALTH FOUNDATION 330 MONROE AVE STE 400 ROCHESTER NY 14607 N/A PC to Healthy Moms Program and to College of Nursing COHC - Student Nursing Program 10000 ST ANNS HOME FOR THE AGED 1500 PORTLAND AVE ROCHESTER NY 14621 N/A PC General & Unrestricted 15000 ST JOHN FISHER UNIVERSITY 3690 E AVE ROCHESTER NY 14618 N/A PC for a Chair at the University 20000 ST JOSEPHS NEIGHBORHOOD CENTER INC 417 S AVE ROCHESTER NY 14620 N/A PC General & Unrestricted 2500 ST JUDE CATHOLIC CHURCH 204 N US HWY 1 TEQUESTA FL 33469 N/A PC General & Unrestricted 5000 ST PETERS KITCHEN INC PO BOX 11031 ROCHESTER NY 14611 N/A PC General & Unrestricted 15000 ST PIUS TENTH 3010 CHILI AVE ROCHESTER NY 14624 N/A PC General & Unrestricted 5000 ST PIUS TENTH 3010 CHILI AVE ROCHESTER NY 14624 N/A PC Charitable Event 8500 ST PIUS TENTH 3010 CHILI AVE ROCHESTER NY 14624 N/A PC CMA Fund 10000 ST PIUS TENTH 3010 CHILI AVE ROCHESTER NY 14624 N/A PC The Diane M. Aselin Memorial Fund 2500 ST PIUS TENTH 3010 CHILI AVE ROCHESTER NY 14624 N/A PC for 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 to the Kay Eddy Scholarship Fund, to the Class of 1973 Scholarship Fund, and to assist a student in need at Stetson University School of Law 10000 STORY OF HOPE COMFORT CARE HOME INC 813 MARSHALL RD ROCHESTER NY 14624 N/A PC Charitable Event 2500 SUNSET HOUSE INC 3746 SAINT PAUL BLVD ROCHESTER NY 14617 N/A PC General & Unrestricted 5000 SWEM COMMUNITY SERVICES INC 1049 WEGMAN RD ROCHESTER NY 14624 N/A PC General & Unrestricted 10000 THE APOSTOLIC NUNCIATURE 3339 MASSACHUSETTS AVE NW WASHINGTON DC 20008 N/A PC General & Unrestricted 1000 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 General & Unrestricted 5000 YOUTH FOR CHRIST USA INC PO BOX 30069 ROCHESTER NY 14603 N/A PC General & Unrestricted 2500 292500 14 10917 14 70200 18 236888 K-1 Inc/Loss 14 523 318528 318528 false false false false false false false false false false X X 1 Iacovangelo Bernard J 20 Autumn Wood Rochester NY 14624 448182 X 1 ALPHABET INC CL C GOOG, 160 sh. 45166 2025-11-05 1 NETFLIX INC NFLX, 175 sh. 190244 2025-11-05 1 BROADCOM INC AVGO, 40 sh. 14425 2025-11-20 1 BROADCOM INC AVGO, 550 sh. 198347 2025-11-20 ALPHABET INC CL C 139831 249470 AMAZON COM 41841 69246 APPLE INC 29236 53013 ARES CAPITAL CORPORATION - CLO 21263 22253 BANK OF AMERICA CORP 10187 16500 BROADCOM INC 24881 51915 CITIGROUP INC 39440 58345 CONSUMER DISCRETIONARY SELECT 48432 47764 CRESCENT CAP BDC INC 5% PFD 65000 65130 ETFS PHYSICAL PALLADIUM SHARES 17413 18173 ETFS PHYSICAL SILVER SHARES TR 49060 67640 GOLDMAN SACHS PHYSICAL GOLD ET 21069 25530 INVESCO S&P 500 QUALITY ETF 50739 58164 ISHARES BITCOIN TRUST 42442 38479 ISHARES GOLD TR 65403 81170 ISHARES MSCI-MEXICO 28238 27732 ISHARES RUSSELL 2000 1202 13539 ISHARES S&P 500 INDEX FD 65478 121234 ISHARES TREASURY FLOATING RATE 202153 201839 ISHARES TRUST CORE MSCI EUROPE 55008 63882 ISHARES TRUST MSCI EAFE INDEX 10728 11043 ISHARESLEHMAN 7-10YR 82697 81736 JANUS HENDERSON AAA CLO ETF 168886 169442 JP MORGAN ULTRA SHORT INCOME E 27726 27825 JPMORGAN NASDAQ EQUITY PREMIUM 71703 78462 META PLATFORMS INC 62551 132018 MICROSOFT CORP 37003 48362 MS INDIA INV FD 7800 7244 NETFLIX INC 22775 51568 NEWTEK BUSINESS SVSC CORP 5.5% 88125 88795 NIKE INC-CL B 31434 34340 NVIDIA CORP 64577 83925 OSCAR HEALTH INC 26986 19400 ROBINHOOD 19608 45240 SELECT SECTOR SPDR ENERGY FUND 24300 24591 SELECT SECTOR SPDR-HEALTH CARE 30553 30960 SERVICE NOW 40796 30638 SOFI TECHNOLOGIES ORD SHS 31670 26180 SOUTHERN COPPER CORP 30299 28694 SPDR BARCLAYS INVESTMENT GRADE 89363 89117 SPDR BARCLAYS SHORT TERM HIGH 140562 139893 T ROWE PRICE GLOBAL STOCK FUND 21790 28768 TESLA MOTORS INC 89057 107933 UBER 29634 30641 UNITEDHEALTH GROUP INC 37805 41264 US TREASURY 3 MONTH BILL ETF 174803 174579 VANGUARD FTSE PACIFIC ETF 22958 22600 VANGUARD S&P 500 ETF 75301 156783 VANGUARD TOTAL BOND MARKET ETF 111068 111105 Administrative Fees 9478 9478 K-1 Exp ISHARES S&P GSCI COMMO 91 91 State or Local Filing Fees 25 25 K-1 Inc/Loss ISHARES S&P GSCI COMMODITY 523 523 Investment Management Services 19381 19381 990-PF Estimated Tax for 2025 2600 990-PF Extension for 2024 1600