2024-08-15T22:33:40-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-10-27 934146210 The JBMA Foundation Inc % Foundation Source FOUN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 James Fehsenfeld President 8008391754 2024-08-08 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-08-08 14:25:15Z X X 1880667 X 1884443 2120 931932 200641 1886563 200641 0 0 0 0 0 0 0 0 0 1886563 200641 20327 20327 1866236 1860340 0 1886563 1880667 0 0 X 1886563 0 1886563 0 1886563 0 1886563 1886563 1886563 Publicly-traded Securities 931932 731291 200641 200641 200641 2789 2789 2789 0 2800 2800 11 11 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 James C Fehsenfeld Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 Rebecca H Fehsenfeld Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 620113 3388 0 623501 0 623501 9353 614148 5553 5553 2789 2789 2764 2764 2764 0 0 0 0 0 0 2764 2021 2020 2019 0 0 0 2764 0 0 James C Fehsenfeld Rebecca H Fehsenfeld X 18 2120 2120 2120 false false false false false false false false false false X X 1 Fehsenfeld James C 8001 Springmill Road Indianapolis IN 46260 1884443 X X 1 ISHARES CORE US VALUE IUSV, 8483 sh. 714099 2023-12-26 1 CAUSEWAY INTERNATIONAL VALUE FUND - INV CIVVX, 11171 sh. 215712 2023-12-26 1 ISHARES CORE US VALUE IUSV, 8453 sh. 714279 2023-12-28 1 CAUSEWAY INTERNATIONAL VALUE FUND - INV CIVVX, 11298 sh. 219294 2023-12-28 AMERICAN CENTURY SMALL CAP VAL 47119 46489 AQR MANAGED FUTURES FUND CL I 84813 84907 AVANTIS US SMALL CAP VALUE ETF 65858 64925 BAIRD MIDCAP FUND INSTL 56542 56259 CAUSEWAY INTERNATIONAL VALUE F 219294 219407 DODGE & COX FUNDS INTERNATIONA 103661 103419 GOLDMAN SACHS GQG PARTNERS INT 65966 65734 ISHARES CORE US VALUE 714279 712842 ISHARES RUSSELL MIDCAP VALUE 47093 46981 JPMORGAN US VALUE CL I 94237 94164 PACER US CASH COWS 100 ETF 103510 102680 THRIVENT SMALL CAP GROWTH S 103661 102599 WILLIAM BLAIR LARGE CAP GROWTH 160203 159934 Fehsenfeld James C 8001 Springmill Road Indianapolis IN 46260 Fehsenfeld Rebecca 8001 Springmill Road Indianapolis IN 46260