2024-10-04T21:13:03-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 471141878 The Bern Schwartz Family Foundation % Foundation Source BERN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 michael schwartz chairman 8008391754 2024-09-18 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 4850909 X 358930 348122 348122 183344 183344 -1336626 14539251 0 7618 7618 -438612 539084 0 11107 0 0 11107 104128 27242 76886 5600 12119 12119 150 150 50948 728 50220 184052 27970 0 150482 13833679 13832479 14017731 27970 0 13982961 -14456343 511114 307678 980707 980707 18974249 3844877 3846774 23428 23428 23428 19305355 4849012 4850909 0 0 X 19305355 4849012 19305355 4849012 19305355 4849012 19305355 -14456343 4849012 4849012 Publicly-traded Securities 14539251 15875877 -1336626 -1336626 -1336626 7104 7104 7104 7668 0 7668 X 0 564 564 false false false false false false true 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 Anne Varick Lauder PO Box 487 Rancho Santa Fe CA 92067 Philanthropic Cons 55000 8027040 6637210 23428 14687678 0 14687678 220315 14467363 723368 723368 7104 7104 716264 716264 716264 13982961 0 1200 0 0 13984161 716264 2021 2020 2019 669881 345438 294084 5059352 662036 7030791 13984161 716264 13267897 20298688 0 669881 19628807 345438 294084 5059352 662036 13267897 Eric A Schwartz Michael L Schwartz Tilda R Orr X AMERICAN FEDERATION FOR CHILDREN GROWTH FUND INC 1044 LITTLE PATUXENT PKWY 300-343 COLUMBIA MD 21044 N/A PC General & Unrestricted 500000 AMERICAN GASTROENTEROLOGICAL ASSOCIATION INSTITUTE 4930 DEL RAY AVE BETHESDA MD 20814 N/A PC endowment of the AGA - Bern Schwartz Family Fund Research Scholar Award in Pancreatic Cancer 1388750 ARMAND HAMMER UNITED WORLD COLLEGE OF THE AMERICAN PO BOX 248 MONTEZUMA NM 87731 N/A PC Mountbatten Memorial Prize and student scholarship fund 50000 BASIC FUND SCHOLARSHIP FOUNDATION 475 14TH ST STE 290 OAKLAND CA 94612 N/A SO I General & Unrestricted 1500000 CHANCELLOR MASTERS AND SCHOLARS OF THE UNIVERSITY WELLINGTON SQ OXFORD OXFORDSHIRE UK OX1 2JD N/A PC General & Unrestricted (GENERAL EXPLANATION) 600 CROHN'S & COLITIS FOUNDATION OF AMERICA 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 fund 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 100000 MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION 415 CROSSWAYS PARK DR STE D WOODBURY NY 11797 N/A PC the LABS Program at the Salk Institute 1500000 MONUMENTS MEN AND WOMEN FOUNDATION 4447 N CENTRAL EXPY STE 110 338 DALLAS TX 75205 N/A PC General & Unrestricted (GENERAL EXPLANATION) 600 MUSEUM OF PHOTOGRAPHIC ARTS 1649 EL PRADO 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 50000 PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY 680 E COLORADO BLVD STE 180 PASADENA CA 91101 N/A PC Center for Education 75000 PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY 680 E COLORADO BLVD STE 180 PASADENA CA 91101 N/A PC marketing of the documentary film on dropout prevention, "Graduation Day" 75000 PANCREATIC CANCER ACTION NETWORK INC 1500 ROSECRANS AVE STE 200 MANHATTAN BCH CA 90266 N/A PC the Therapeutic Accelerator Award program 1000000 PHOTO LEGACY FOUNDATION INC 41 UNION SQ WEST 620 NEW YORK NY 10003 N/A PC General & Unrestricted 500 POMFRET SCHOOL INCORPORATED PO BOX 128 POMFRET CT 06258 N/A PC Schwartz Visiting Fellow Program 16229 SAN DIEGO MUSEUM OF ART PO BOX 122107 SAN DIEGO CA 92112 N/A PC exhibition of works by Julia Margaret Cameron 50000 SAN DIEGO MUSEUM OF ART PO BOX 122107 SAN DIEGO CA 92112 N/A PC general operating support by the museum formerly known as MOPA 10000 SCRIPPS HEALTH PO BOX 2669 LA JOLLA CA 92038 N/A PC future sessions of the Scripps MD Anderson Clinical Hematology & Oncology Conference or such other purposes as determined by the Senior Vice President 50000 STANFORD UNIVERSITY 434 GALVEZ MALL STANFORD CA 94305 N/A PC Education Reform Studies 100000 THE BASIC FUND 1301 CLAY ST 70450 OAKLAND CA 94612 N/A PC Scholarship Fund 50000 THE BASIC FUND 1301 CLAY ST 70450 OAKLAND CA 94612 N/A PC Scholarship Fund 1200000 THE BASIC FUND 1301 CLAY ST 70450 OAKLAND CA 94612 N/A PC Scholarship Fund 200000 THE BASIC FUND 1301 CLAY ST 70450 OAKLAND CA 94612 N/A PC Scholarship Fund 100000 THE BASIC FUND 1301 CLAY ST 70450 OAKLAND CA 94612 N/A PC Scholarship Fund 150000 VANGUARD CHARITABLE ENDOWMENT PROGRAM 2670 WARWICK AVE WARWICK RI 02889 N/A PC The Bernard Laurence Schwartz Fund 400000 VANGUARD CHARITABLE ENDOWMENT PROGRAM 2670 WARWICK AVE WARWICK RI 02889 N/A PC The Andrew Schwartz Fund 400000 VANGUARD CHARITABLE ENDOWMENT PROGRAM 2670 WARWICK AVE WARWICK RI 02889 N/A PC The Alex Schwartz Fund 400000 VANGUARD CHARITABLE ENDOWMENT PROGRAM 2670 WARWICK AVE WARWICK RI 02889 N/A PC The Schwartz Nabipour Legacy Fund 400000 VANGUARD CHARITABLE ENDOWMENT PROGRAM 2670 WARWICK AVE WARWICK RI 02889 N/A PC The Bern Schwartz Family Fund 2100000 VANGUARD CHARITABLE ENDOWMENT PROGRAM 2670 WARWICK AVE WARWICK RI 02889 N/A PC The Tilda and Bill Orr Fund 1000000 VANGUARD CHARITABLE ENDOWMENT PROGRAM 2670 WARWICK AVE WARWICK RI 02889 N/A PC The Freij Family Fund 400000 VICTORIA AND ALBERT MUSEUM AMERICAS FOUNDATION 1301 AVE OF THE AMERICAS NEW YORK NY 10019 N/A PC General & Unrestricted 122000 13833679 14 348122 14 183344 18 -1336626 CLASS ACTION LAWSUIT PROCEEDS 01 4 ROYALTY INCOME 01 500 FOREIGN TAX REFUND 01 7114 -797542 -797542 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 IN-KIND GRANTS 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 Digital prints: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $1,200 TOTAL BOOK VALUE OF PROPERTY: $1,200 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $1,200 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: Digital print UNITS: 1 DATE OF DISTRIBUTION: 9/13/2023 GRANT RECIPIENT: Monuments Men & Women Foundation FMV OF PROPERTY: $600 BOOK VALUE OF PROPERTY: $600 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $600 DESCRIPTION OF PROPERTY: Digital print UNITS: 1 DATE OF DISTRIBUTION: 10/9/2023 GRANT RECIPIENT: Chancellors Masters and Scholars of the University of Oxford FMV OF PROPERTY: $600 BOOK VALUE OF PROPERTY: $600 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $600 FORM 990-PF, PARTS I AND XIV FORM 990-PF, PARTS I AND XIV TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $13,833,679 Less grants not counted as qualifying distributions as QDs was taken when items were initially produced: $1,200 TOTAL Part I, Line 25, Column (d): $13,832,479 GREAT BRITISH POUNDS VANGUARD INDEX TR VANGUARD TOT 1074202 1186248 VANGUARD INTERMEDIATE TERM INV 398570 402347 VANGUARD SHORT-TERM CORPORATE 267385 252125 VANGUARD ST BOND ETF 207403 211084 VANGUARD TOT INTL BOND IX ADMI 639491 562220 VANGUARD TOTAL BOND MARKET IND 498761 441023 VANGUARD TOTAL INT ST IDX-AD 759065 791727 DIGITAL NEGATIVES - PHOTOGRAPH 13428 13428 IMAGE RIGHTS - PHOTOGRAPHIC CO 10000 10000 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $13,833,679. This amount represents 25% or more of the Foundation's net assets of $17,007,367 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. General Consultations 11107 11107 Administrative Fees 46164 46164 Bank Charges 728 728 Foundation Dues & Memberships 511 511 Indemnification Insurance 1525 1525 OFFICE SUPPLIES 1120 1120 State or Local Filing Fees 75 75 Website Hosting/Support 825 825 Class Action Lawsuit Proceeds 4 4 ROYALTY INCOME 500 500 FOREIGN TAX REFUND 7114 7114 Investment Management Services 27242 27242 PHILANTHROPIC CONSULTING SVCS 55000 55000 Website Development 4575 4575 EQUIVALENCY DETERMINATION 250 250 PHOTOGRAPHY CURATION/PRINTING 17061 17061 990-PF Estimated Tax for 2023 5600