2026-03-16T13:49:21-05:00 2025-10-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-11-01 464213113 Lorraine and Richard Schwarz Family Foundation % Foundation Source LORR 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Richard Schwarz Vice President 8008391754 2026-02-23 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 2929598 X 0 X 1807 1807 62765 62765 49579 763816 49579 114151 114151 0 23959 23959 4059 53 9727 43 9684 37745 24055 9684 105500 105500 143245 24055 115184 -29094 90096 0 72606 64884 64884 2213868 2192496 2864714 2286474 2257380 2929598 0 0 X 2286474 2257380 2286474 2257380 2286474 2257380 2286474 -29094 2257380 2257380 Publicly-traded Securities 763816 714237 49579 49579 49579 1252 1252 1252 1300 0 1300 X 0 48 48 false false false false false false false true true NY true false false 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 Laura Dasher Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Michael Dasher Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Clifton Schwarz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 Kaitlyn Schwarz Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Lorraine Schwarz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Richard Schwarz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 2753274 63289 0 2816563 0 2816563 42248 2774315 138716 138716 1252 1252 137464 137464 137464 115184 0 0 0 0 115184 137464 114403 115184 114403 781 0 0 136683 0 0 Lorraine Schwarz Richard Schwarz X CHILD PROTECTION CENTER INC 720 S ORANGE AVE SARASOTA FL 34236 N/A PC General & Unrestricted 1000 EAST HAMPTON VILLAGE FOUNDATION 86 MAIN ST EAST HAMPTON NY 11937 N/A PC General & Unrestricted 7500 GIVE A DOG A DREAM INC PO BOX 37 CENTERPORT NY 11721 N/A PC General & Unrestricted 1000 HERMITAGE ARTIST RETREAT INC 6630 MANASOTA KEY RD ENGLEWOOD FL 34223 N/A PC General & Unrestricted 1000 HILARITY FOR CHARITY 7656 W SUNSET BLVD LOS ANGELES CA 90046 N/A PC General & Unrestricted 23000 LONG ISLAND UNIVERSITY 700 NORTHERN BLVD BROOKVILLE NY 11548 N/A PC The Jeffrey B. Schwarz Foundation Scholarship Fund 1000 MAINE MINERAL & GEM MUSEUM PO BOX 500 BETHEL ME 04217 N/A PC General & Unrestricted 5000 NORTHWELL HEALTH FOUNDATION 2000 MARCUS AVE 2ND FL NEW HYDE PARK NY 11042 N/A PC General & Unrestricted 30000 SARASOTA MEMORIAL HEALTHCARE FOUNDATION 1515 S OSPREY AVE STE B4 SARASOTA FL 34239 N/A PC General & Unrestricted 21000 THE ST FRANCIS HOSPITAL FOUNDATION INC 100 PORT WASHINGTON BLVD ROSLYN NY 11576 N/A SO I General & Unrestricted 15000 105500 14 1807 14 62765 18 49579 114151 114151 false false false false false false false false false false AAM BAHL & GAYNOR SMALL/MID CA 77700 81449 ACE LTD 6817 6370 AIR PRODS & CHEM INC 13967 12857 ALPS/SMITH TOTAL RETURN BOND F 171405 171796 ALTRIA GROUP INC 5789 8119 APPLE INC 3679 22170 BERKSHIRE HATHAWAY INC. CLASS 5573 13371 BLACKROCK INC 5853 16242 CHARLES SCHWAB CORP 8126 14178 CHEVRON CORP 9157 12933 CINCINNATI FINANCIAL CORP 4185 8502 CISCO SYSTEMS INC 4841 11698 CORNING INC 12553 22092 CROWN CASTLE INTL 8026 5774 CUMMINS INC 11314 11817 DOMINION ENERGY INC 15538 13675 FASTENAL COMPANY 3443 9876 FEDERATED INTERNATIONAL STRATE GOLDMAN SACHS GQG PARTNERS INT 17156 23435 GQG PARTNERS EMERGING MARKETS 46350 53319 INVESCO S&P 500 EQUAL WEIGHT E 53116 56003 ISHARE SP SMALL CAP 600 INDEX 34142 37932 ISHARES BARCLAYS 3-7 YEAR TREA 123982 130408 ISHARES BARCLAYS SHORT TREASUR 87425 87508 ISHARES CORE DIVIDEND GROWTH 64292 113097 ISHARES EDGE MSCI INTL QUALITY 31283 36389 ISHARES MSCI USA MIN VOLATILIT 94631 99703 ISHARES TR S & P MIDCAP 400 IN 33785 37854 ISHARES TRUST - ISHARES MSCI A 27610 32445 ISHARESLEHMAN 7-10YR 22687 23922 JOHNSON & JOHNSON 9500 13032 JP MORGAN CORE BOND FUND 167567 172007 JPMORGAN BETABUILDERS JAPAN ET 11973 14037 LOWES COMPANIES INC 4259 12145 MICROSOFT CORP 1805 15016 NINTENDO CO LTD ADR UNSPON 10730 16402 NORFOLK SOUTHERN CORP 11366 18420 NORTHROP GRUMMAN CORP 7927 10502 PACER US CASH COWS 100 ETF 27805 33026 PAYCHEX 4376 8426 PHILIP MORRIS INTL 8787 14577 PROGRESSIVE CORP OHIO 5824 12154 PVAL 121789 144154 SELECT SECTOR SPDR-HEALTH CARE 46556 50776 SPDR GOLD SHARES 32718 41966 SPDR PORTFOLIO LARGE CAP ETF 120319 224593 SPDR PORTFOLIO MID CAP ETF 46175 74780 SPDR PORTFOLIO SMALL CAP ETF 41706 65757 SPDR S&P 500 ETF TRUST 99950 135048 STARBUCKS CORP COM 9132 8087 T. ROWE PRICE DIVID 38466 45125 TE CONNECTIVITY LTD 9006 15068 TEXAS INSTRUMENTS INC 7913 11625 UNITEDHEALTH GROUP INC 10757 10588 VANGUARD ESG INTERNATIONAL STO 61069 95546 VANGUARD ESG US STOCK ETF 75198 192267 VANGUARD FTSE EUROPEAN ETF 34400 35252 VANGUARD GROWTH ETF 65230 98273 WELLS FARGO CORE PLUS BOND FUN 59476 60109 WISDOMTREE EMERGING MARKETS 24367 28782 WISDOMTREE INDIA 11925 12240 Administrative Fees 9434 9434 Bank Charges 43 43 State or Local Filing Fees 250 250 Investment Management Services 23959 23959 990-PF Estimated Tax for 2025 1300 990-PF Excise Tax for 2024 2706 Foreign Tax Paid 53 53