2026-09-15T12:10:45-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 471141878 The Bern Schwartz Family Foundation % Foundation Source BERN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Michael Schwartz Chairman 8008391754 2026-08-17 true Jeffrey D Haskell P01345770 8008391754 2025 X 5367529 X 358930 8087 8087 149734 149734 71763 431774 71763 313 313 588827 229897 0 43846 43846 4140 4140 5513 0 0 5513 48864 17365 31499 2421 26270 26270 38688 38688 169742 17365 0 149956 513922 513922 683664 17365 0 663878 -94837 212532 0 423441 274401 274401 4330788 4384991 5069700 23428 23428 23428 4777657 4682820 5367529 0 0 X 4777657 4682820 4777657 4682820 4777657 4682820 4777657 -94837 4682820 4682820 Publicly-traded Securities 431774 360011 71763 71763 71763 2954 2954 2954 2100 0 1000 3100 X 1 145 145 0 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 false 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 4782042 285854 23428 5091324 0 5091324 76370 5014954 250748 250748 2954 2954 247794 247794 247794 663878 0 0 0 0 663878 247794 2023 2022 2021 294084 5059352 662036 13267897 342097 19625466 663878 247794 416084 20041550 0 294084 19747466 5059352 662036 13267897 342097 416084 Eric A Schwartz Michael L Schwartz Tilda R Orr X AMERICAN FRIENDS OF THE NATIONAL PORTRAIT GALLERY 31 WEST 34TH ST 7TH FL NO 7010 NEW YORK NY 10001 N/A PC "Cecil Beaton's Fashionable World" Exhibition, scheduled to take place at the National Portrait Gallery ("NPG") 62500 AMERICAN FRIENDS OF THE NATIONAL PORTRAIT GALLERY 31 WEST 34TH ST 7TH FL NO 7010 NEW YORK NY 10001 N/A PC "Cecil Beaton's Fashionable World" Exhibition, scheduled to take place at the National Portrait Gallery ("NPG") 62500 DONOR ADVISED CHARITABLE GIVING PO BOX 2430 OMAHA NE 68103 N/A PC Fred and Deborah Concklin Charitable Fund 15000 INTERNATIONAL CENTER OF PHOTOGRAPHY 79 ESSEX ST NEW YORK NY 10002 N/A PC General & Unrestricted 25000 JERUSALEM FOUNDATION INC 17 W 60TH ST 2ND FL NEW YORK NY 10023 N/A PC Musrara, The Naggar School of Art and Society 50000 TATE AMERICAS FOUNDATION 520 W 27TH ST UNIT 404 NEW YORK NY 10001 N/A PC Charitable Event 30000 THE PHILADELPHIA PHOTO REVIEW 340 E MAPLE AVE STE 200 LANGHORNE PA 19047 N/A PC General & Unrestricted 1000 VICTORIA AND ALBERT MUSEUM AMERICAS FOUNDATION PO BOX 35 BERKELEY HEIGHTS NJ 07922 N/A PC For the cataloguing of the Wedgewood collection at the V&A Museum 20000 VICTORIA AND ALBERT MUSEUM AMERICAS FOUNDATION PO BOX 35 BERKELEY HEIGHTS NJ 07922 N/A PC For the digitization of portrait photographs in the RPS collection at the V&A Museum 117500 VICTORIA AND ALBERT MUSEUM AMERICAS FOUNDATION PO BOX 35 BERKELEY HEIGHTS NJ 07922 N/A PC General & Unrestricted 123000 JEWISH MUSEUM 1109 5TH AVE new york NY 10128 n/a PC general & unrestricted (see attached general explanation) 4380 CENTURY ASSOCIATION ARCHIVES FOUNDATION 7 WEST 43RD ST new york NY 10036 n/a PC general & unrestricted (see attached general explanation) 2658 VICTORIA AND ALBERT MUSEUM AMERICAS FOUNDATION PO BOX 35 BERKELEY HEIGHTS NJ 07922 n/a PC general & unrestricted (see attached general explanation) 384 513922 14 8087 14 149734 18 71763 CLASS ACTION LAWSUIT PROCEEDS 01 313 229897 229897 false false false false false false false false false false X X 1 Trust FBO BLS Foundation dtd 1030 1212 El Camino Real Ste H172 San Bruno CA 94066 358930 X PART I LINE 25 AND PART XIV LINE 3A 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 PHOTOGRAPHS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $7,422 TOTAL BOOK VALUE OF PROPERTY: $7,422 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $7,422 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: Photographs UNITS: 7 DATE OF DISTRIBUTION: 8/25/2025 GRANT RECIPIENT: The Jewish Museum FMV OF PROPERTY: $4,380 BOOK VALUE OF PROPERTY: $4,380 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $4,380 DESCRIPTION OF PROPERTY: Photograph UNITS: 1 DATE OF DISTRIBUTION: 3/25/2025 GRANT RECIPIENT: The Century Association Archives Foundation FMV OF PROPERTY: $2,658 BOOK VALUE OF PROPERTY: $2,658 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $2,658 DESCRIPTION OF PROPERTY: Photograph UNITS: 1 DATE OF DISTRIBUTION: 9/8/2025 GRANT RECIPIENT: VICTORIA AND ALBERT MUSEUM AMERICAS FOUNDATION FMV OF PROPERTY: $384 BOOK VALUE OF PROPERTY: $384 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $384 VANGUARD INTERMEDIATE TERM INV 511810 530762 VANGUARD SHORT-TERM CORPORATE 212253 211954 VANGUARD ST BOND ETF 266602 276405 VANGUARD TOTAL BOND MARKET ETF 217528 217920 VANGUARD TOTAL BOND MARKET IND 579653 528014 VANGUARD TOTAL INTERNATIONAL S 747350 1004800 VANGUARD TOTAL INTL BD IDX ETF 847562 756195 VANGUARD TOTAL STOCK MARKET ET 1002233 1543650 DIGITAL NEGATIVES - PHOTOGRAPH 13428 13428 IMAGE RIGHTS - PHOTOGRAPHIC CO 10000 10000 Document Review/Drafting 5158 5158 General Consultations 355 355 Administrative Fees 24175 24175 Digital Subscriptions 279 279 Foundation Dues & Memberships 10500 10500 Indemnification Insurance 1235 1235 CREDIT CARD ANNUAL FEES 99 99 Office Supplies 436 436 Postage/Delivery Service 1536 1536 State or Local Filing Fees 150 150 Website Hosting/Support 278 278 Class Action Lawsuit Proceeds 313 313 Investment Management Services 17365 17365 Philanthropic Consulting Srvcs 20000 20000 PROFESSIONAL PORTRAIT SVCS 3160 3160 Website Development 353 353 CUSTOM PRINTING SVCS 7986 7986 990-PF Estimated Tax for 2025 2100 990-PF Excise Tax for 2024 321