2023-10-31T13:56:56-05:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 471141878 The Bern Schwartz Family Foundation % Foundation Source BERN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Michael Schwartz Chairman 8008391754 2023-10-25 true Michael Schwartz 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 17007367 X 358930 627 627 378153 378153 -1278559 8862680 0 5305 5305 -535544 384085 0 3105 0 0 3105 10000 0 0 10000 133030 46442 86588 11500 1264 1264 9294 9294 150 150 59828 54 59774 228171 46496 0 170175 1383428 1383428 1611599 46496 0 1553603 -2147143 337589 144545 307678 307678 21271097 18974249 16676261 23428 23428 23428 13428 21452498 19305355 17007367 0 0 X 21452498 19305355 21452498 19305355 21452498 19305355 21452498 -2147143 19305355 19305355 Publicly-traded Securities 8862680 10141239 -1278559 -1278559 -1278559 4692 4692 4692 6760 0 6760 X 0 2068 2068 false false false false false false false true true CA DE true false false false true true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false true true false false false false false false false false false false false false false false false false false Fred W Concklin Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP, Treas 1.0 0 0 0 Tilda R Orr Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Eric A Schwartz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Michael L Schwartz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Chairman, Grant Evaluator 5.0 0 0 0 Gawain Weaver Art Conservation P O Box 33 Lagunitas CA 94938 Photo Preservation 54338 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 52617 17971237 203485 23428 18198150 0 18198150 272972 17925178 896259 896259 4692 4692 891567 891567 891567 1553603 0 0 0 0 1553603 891567 2020 2019 2018 749342 669881 345438 294084 5059352 7118097 1553603 891567 662036 7780133 0 749342 7030791 669881 345438 294084 5059352 662036 Eric A Schwartz Michael L Schwartz Tilda R Orr X AMERICAN FEDERATION FOR CHILDREN GROWTH FUND INC 1020 19TH ST NW STE 675 WASHINGTON DC 20036 N/A PC General & Unrestricted 100000 AMERICANS FOR OXFORD INC 500 FIFTH AVE 32ND FLOOR NEW YORK NY 10110 N/A PC General & Unrestricted 14000 ARMAND HAMMER UNITED WORLD COLLEGE OF THE AMERICAN PO BOX 248 MONTEZUMA NM 87731 N/A PC Mountbatten Memorial Prize 10000 CHANCELLOR MASTERS AND SCHOLARS OF THE UNIVERSITY WELLINGTON SQ OXFORD OXFORDSHIRE UK OX1 2JD N/A PC General & Unrestricted (See General Explanation) 13428 CROHN'S & COLITIS FOUNDATION OF AMERICA - SAN DIEG 9404 GENESEE AVE 135 LA JOLLA CA 92037 N/A PC Dr. David M. Roseman Memorial Fund 25000 INTERNATIONAL CENTER OF PHOTOGRAPHY 79 ESSEX ST NEW YORK NY 10002 N/A PC Capital Campaign for ICP at Essex Crossing 200000 INTERNATIONAL CENTER OF PHOTOGRAPHY 79 ESSEX ST NEW YORK NY 10002 N/A PC Lecture talks and General & Unrestricted 20000 JERUSALEM FOUNDATION INC 420 LEXINGTON AVE STE 1645 NEW YORK NY 10170 N/A PC General & Unrestricted 150000 MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION 415 CROSSWAYS PARK DR STE D WOODBURY NY 11797 N/A PC General & Unrestricted 75000 MARIN COMMUNITY FOUNDATION 5 HAMILTON LANDING STE 200 NOVATO CA 94949 N/A PC The Schwartz Cousins Fund 100000 MUSEUM OF PHOTOGRAPHIC ARTS 1649 EL PRADO BALBOA PARK SAN DIEGO CA 92101 N/A PC General & Unrestricted 10000 MUSEUM OF PHOTOGRAPHIC ARTS 1649 EL PRADO BALBOA PARK SAN DIEGO CA 92101 N/A PC exhibition of works by Julia Margaret Cameron 50000 NATIONAL DANCE INSTITUTE INC 217 W 147TH ST NEW YORK NY 10039 N/A PC General & Unrestricted 12500 PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY 680 E COLORADO BLVD STE 180 PASADENA CA 91101 N/A PC Education Studies 37500 PANCREATIC CANCER ACTION NETWORK INC 1500 ROSECRANS AVE STE 200 MANHATTAN BCH CA 90266 N/A PC General & Unrestricted 75000 POMFRET SCHOOL INCORPORATED 398 POMFRET ST POMFRET CT 06258 N/A PC 2022 Schwartz Visiting Fellow Program 12000 SCHWAB CHARITABLE FUND 211 MAIN ST SAN FRANCISCO CA 94105 N/A PC Fred and Deborah Concklin Charitable Fund 15000 SCRIPPS HEALTH PO BOX 2669 LA JOLLA CA 92038 N/A PC Bernard Lee Schwartz Lecture at the 2022 Clinical Hematology & Oncology Conference 10000 STANFORD UNIVERSITY - HOOVER INSTITUTION PO BOX 20466 STANFORD CA 94309 N/A PC Education Reform Studies 25000 THE BASIC FUND 1301 CLAY ST 70450 OAKLAND CA 94612 N/A PC 2021 Scholars Program Scholarship Fund 50000 THE BASIC FUND 1301 CLAY ST 70450 OAKLAND CA 94612 N/A PC 2022 Scholars Program 50000 THE BASIC FUND 1301 CLAY ST 70450 OAKLAND CA 94612 N/A PC 2020 Scholarship Program Scholarship Fund 50000 VICTORIA AND ALBERT MUSEUM AMERICAS FOUNDATION 1301 AVE OF THE AMERICAS NEW YORK NY 10019 N/A PC General & Unrestricted 279000 1383428 14 626 14 378153 18 -1278559 CLASS ACTION LAWSUIT PROCEEDS 01 287 ROYALTY INCOME 01 200 FOREIGN TAX REFUND 01 4818 -894475 -894475 false false false false false false false false false false X X 1 Trust FBO BLS Foundation dtd 1030 1350 Old Bayshore Hwy Ste 800 Burlingame CA 94010 358930 X Audit Fees 10000 10000 IN-KIND GRANT PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF COLOR NEGATIVES: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $13,428 TOTAL BOOK VALUE OF PROPERTY: $13,428 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $13,428 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: COLOR NEGATIVES UNITS: DATE OF DISTRIBUTION: 1/31/2022 GRANT RECIPIENT: CHANCELLOR MASTERS AND SCHOLARS OF THE UNIVERSITY OF OXFORD FMV OF PROPERTY: $13,428 BOOK VALUE OF PROPERTY: $13,428 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $13,428 GREAT BRITISH POUNDS VANGUARD INTERMEDIATE TERM INV 754892 622383 VANGUARD LONG TERM INVESTMENT 449672 326656 VANGUARD SHORT-TERM CORPORATE 863736 783508 VANGUARD TOT INTL BOND IX ADMI 1769976 1476342 VANGUARD TOTAL BOND MARKET IND 2068393 1747046 VANGUARD TOTAL INTERNATIONAL S 5196201 4766276 VANGUARD TOTAL STOCK MARKET IN 7871379 6954050 DIGITAL NEGATIVES - PHOTOGRAPH 13428 13428 IMAGE RIGHTS - PHOTOGRAPHIC CO 10000 10000 Document Review/Drafting 1788 1788 General Consultations 1317 1317 Administrative Fees 52617 52617 Bank Charges 54 54 Foundation Dues & Memberships 3595 3595 Indemnification Insurance 1525 1525 OFFICE SUPPLIES 192 192 Postage/Delivery Service 788 788 State or Local Filing Fees 450 450 Website Hosting/Support 607 607 Class Action Lawsuit Proceeds 287 287 Royalty Income 200 200 Foreign Tax Refund 4818 4818 Investment Management Services 46442 46442 PHILANTHROPIC CONSULTING SVCS 30000 30000 PHOTO PRESERVATION 54338 54338 WEBSITE DEVELOPMENT 2250 2250 990-PF Estimated Tax for 2022 3100 990-PF Extension for 2021 8400