2026-06-02T12:24:31-04:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-07-25 393464782 Giess Family Foundation % Foundation Source GIES 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Benjamin Giess Treasurer 8008391754 2026-04-28 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X X 5147173 X 5111668 886 886 9664 9664 -24836 1378811 658084 5097382 668634 0 501 501 2500 2500 3001 501 2500 0 0 3001 501 2500 5094381 668133 0 442141 442141 4652240 4705032 0 5094381 5147173 0 0 X 5094381 0 5094381 0 5094381 0 5094381 5094381 5094381 Publicly-traded Securities 1378811 720727 658084 658084 658084 9287 9287 9287 0 9287 9287 0 false false false false false false false true true DE true false true 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 Benjamin P Giess Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas 1.0 0 0 0 Catherine S Giess Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 1398256 234620 0 1632876 0 1632876 24493 1608383 35252 35252 9287 9287 25965 25965 25965 2500 0 0 0 0 2500 25965 2023 2022 2021 2500 2500 0 0 23465 0 0 NONE X 14 886 14 9664 18 -24836 -14286 -14286 false false false false false false false false false false X X 1 Giess Family Partnership LP 47 Temple Road Wellesley MA 02482 5099168 X X 2 Giess Catherine S 47 Temple Road Wellesley MA 02482 12500 X 1 SPDR S&P 500 ETF TRUST SPY, 4485 sh. 3006340 2025-11-06 1 NVIDIA CORP NVDA, 4780 sh. 892235 2025-11-17 1 ACCENTURE PLC ACN, 150 sh. 36418 2025-11-17 1 ADOBE SYSTEMS, INC ADBE, 310 sh. 101806 2025-11-17 1 AIR PRODS & CHEM INC APD, 68 sh. 17384 2025-11-17 1 Airbnb ABNB, 618 sh. 73552 2025-11-17 1 SALESFORCE.COM CRM, 334 sh. 79896 2025-11-17 1 ZOETIS INC ZTS, 174 sh. 20831 2025-11-17 1 ON HOLDING ORD SHS CLASS A ONON, 291 sh. 12218 2025-11-17 1 ORACLE CORP ORCL, 200 sh. 43836 2025-11-17 1 PAYCHEX PAYX, 137 sh. 15198 2025-11-17 1 PHILIP MORRIS INTL PM, 121 sh. 18555 2025-11-17 1 PROGRESSIVE CORP OHIO PGR, 166 sh. 37496 2025-11-17 1 S&P GLOBAL INC COM SPGI, 158 sh. 77509 2025-11-17 1 FISERV INC FISV, 183 sh. 11585 2025-11-17 1 GARTNER INC IT, 93 sh. 21224 2025-11-17 1 INTERNATIONAL BUSINESS MACHINES IBM, 386 sh. 116284 2025-11-17 1 INTUIT INTU, 158 sh. 103292 2025-11-17 1 INTUITIVE SURGICAL ISRG, 262 sh. 143898 2025-11-17 1 LOWES COMPANIES INC LOW, 97 sh. 22006 2025-11-17 1 ALTRIA GROUP INC MO, 272 sh. 15831 2025-11-17 1 AUTODESK, INC ADSK, 222 sh. 65537 2025-11-17 1 BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 64 sh. 32451 2025-11-17 1 CHIPOTLE MEX GRILL CMG, 1950 sh. 60304 2025-11-17 1 CINCINNATI FINANCIAL CORP CINF, 104 sh. 16925 2025-11-17 1 FASTENAL COMPANY FAST, 516 sh. 20686 2025-11-17 COMMUNICATION SVCS SLCT SCTR S 15028 15304 CONSUMER DISCRETIONARY SELECT 25188 25434 CONSUMER STAPLES SELECT SECTOR 15179 14992 FIDELITY 500 INDEX FUND 477431 477484 FIDELITY INTERNATL INDEX INSTL 194735 194070 FINANCIAL SELECT SECTOR SPDR F 40116 41242 ISHARES CORE MSCI DEV MKTS ETF 30024 30270 ISHARES MSCI-JAPAN 10032 9770 NVIDIA CORP 653310 652750 SELECT SECTOR SPDR ENERGY FUND 10058 9881 SELECT SECTOR SPDR INDUSTRIAL 9967 10083 SELECT SECTOR SPDR-HEALTH CARE 25514 25697 SPDR S&P 500 ETF TRUST 3006341 3058411 VANGUARD FTSE EUROPEAN ETF 45048 46153 VANGUARD INFORMATION TECHNOLOG 69315 68594 VANGUARD S&P 500 GROWTH 24954 24897 Administrative Fees 600 600 Administrative Set-Up Fee 1400 1400 Delaware Incorporation Fees 500 500 Investment Management Services 501 501 Giess Family Partnership L P 47 Temple Road Wellesley MA 02482