2025-08-13T09:13:19-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 870983354 Schwartz Family Giving Foundation % Foundation Source SCHW 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dina Schwartz Vice President 8008391754 2025-08-06 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 892281 X 0 X 69 69 16355 16355 5886 112092 5886 22310 22310 0 5565 5565 16 16 8733 175 8558 14314 5756 8558 38000 38000 52314 5756 46558 -30004 16554 0 7348 17436 17436 633772 593680 680347 150000 150000 194498 791120 761116 892281 0 0 X 791120 761116 791120 761116 791120 761116 791120 -30004 761116 761116 Publicly-traded Securities 112092 106206 5886 5886 5886 230 230 230 0 300 300 70 70 false false false false false false false true true DE 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 Jessica Butler Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Susan Meth Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Dina Schwartz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Treas, VP 1.0 0 0 0 Jonathan Schwartz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Louise E Schwartz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Peter Schwartz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 857283 13745 0 871028 0 871028 13065 857963 42898 42898 230 230 42668 42668 42668 46558 0 0 0 0 46558 42668 1911 46558 1911 42668 1979 1979 0 1979 1979 Louise E Schwartz X AMNESTY INTERNATIONAL OF THE USA INC 311 43RD ST 7TH FL NEW YORK NY 10036 N/A PC General & Unrestricted 1500 BERGEN FAMILY CENTER INC 44 ARMORY ST ENGLEWOOD NJ 07631 N/A PC General & Unrestricted 3500 CENTER FOR FOOD ACTION IN NEW JERSEY 192A W DEMAREST AVE ENGLEWOOD NJ 07631 N/A PC General & Unrestricted 1500 COMMUNITY CHEST OF ENGLEWOOD 122 S VAN BRUNT ST ENGLEWOOD NJ 07631 N/A PC General & Unrestricted 2500 ENGLEWOOD HISTORICAL SOCIETY PO BOX 8136 ENGLEWOOD NJ 07631 N/A PC General & Unrestricted 1000 FINCA INTERNATIONAL INC 1201 15TH ST NW WASHINGTON DC 20005 N/A PC General & Unrestricted 1000 FIRST FRIENDS OF NEW JERSEY AND NEW YORK 53 S HACKENSACK AVE KEARNY NJ 07032 N/A PC General & Unrestricted 1000 FLAT ROCK BROOK NATURE ASSOCIATION 443 VAN NOSTRAND AVE ENGLEWOOD NJ 07631 N/A PC General & Unrestricted 2500 FRIENDS OF THE ENGLEWOOD PUBLIC LIBRARY PO BOX 189 ENGLEWOOD NJ 07631 N/A PC General & Unrestricted 500 HEIFER INTERNATIONAL FOUNDATION 1 WORLD AVE LITTLE ROCK AR 72202 N/A PC General & Unrestricted 1000 HIAS FOUNDATION INC 1300 SPRING ST STE 500 SILVER SPRING MD 20910 N/A PC General & Unrestricted 1000 HUMAN RIGHTS WATCH INC 350 FIFTH AVE 34TH FLOOR NEW YORK NY 10118 N/A PC General & Unrestricted 1500 INTERNATIONAL RESCUE COMMITTEE INC PO BOX 6068 ALBERT LEA MN 56007 N/A PC General & Unrestricted 2500 JEWISH FEDERATION OF NORTHERN NEW JERSEY INC 50 EISENHOWER DR PARAMUS NJ 07652 N/A PC General & Unrestricted 5000 MEDECINS SANS FRONTIERES USA INC 40 RECTOR ST 16TH FL NEW YORK NY 10006 N/A PC General & Unrestricted 2500 PLANNED PARENTHOOD FEDERATION OF AMERICA INC PO BOX 97166 WASHINGTON DC 20090 N/A PC General & Unrestricted 3500 SAVE THE CHILDREN FEDERATION INC 501 KINGS HWY EAST STE 400 FAIRFIELD CT 06825 N/A PC General & Unrestricted 4000 SOUTHERN POVERTY LAW CENTER INC 400 WASHINGTON AVE MONTGOMERY AL 36104 N/A PC General & Unrestricted 1000 WOMENS RIGHTS INFORMATION CENTER 108 W PALISADE AVE ENGLEWOOD NJ 07631 N/A PC General & Unrestricted 1000 38000 14 69 14 16355 18 5886 22310 22310 false false false false false false false false false false MORGAN STANLEY FIN LLC SER A M 150000 194498 ABBOTT LABS 4223 4411 ABBVIE INC 1868 2310 ACCENTURE PLC 2079 2463 ADOBE SYSTEMS, INC 1664 1334 ADVANCED MICRO DEVICES INC 1178 1449 ALPHABET INC CL A 3914 5490 AMAZON COM 6882 9214 AMERICAN EXPRESS CO 2158 2671 AMERICAN TOWER REIT INC 1737 1284 AMERIPRISE FINANCIAL INC 524 1065 ANALOG DEVICES INC 2425 2762 APPLE INC 5536 8765 ASML HOLDING NV NY REG SHS 1474 1386 AUTOMATIC DATA PROCESSING INC 2691 3513 BLACKROCK INC 2294 3075 BOSTON SCIENTIFIC 742 1697 BRAMSHILL INCOME PERFORMANCE F 132644 123012 BROADCOM INC 5485 14838 CHIPOTLE MEX GRILL 1157 1688 CHUBB LIMITED 1714 2487 EATON CORP PLC 1128 996 ELI LILLY & CO 1427 3088 EXXON MOBIL CORP 1825 1829 GUGGENHEIM TOTAL RETURN BOND F 23580 20230 HOME DEPOT INC 3638 4279 INTUIT 876 1257 INTUITIVE SURGICAL 1162 2088 JOHNSON & JOHNSON 3349 2748 JP MORGAN CHASE 3085 4554 JPMORGAN EQUITY PREMIUM INCO 44318 46484 KLA TENCOR CORP 637 630 LINDE PLC COM 2063 2512 MARSH AND MCLENNAN COMPANIES I 1817 2124 MASTERCARD INC 2040 2633 MCDONALD'S CORP 1935 2319 META PLATFORMS INC 3305 6441 MICROSOFT CORP 18641 25712 MORGAN STANLEY 2118 3017 NEXTERA ENERGY, INC 2910 2868 NVIDIA CORP 7719 9266 O'REILLY AUTOMOTIVE INC 1054 1186 ORACLE CORP 4160 5999 PALO ALTO NETWORKS INC 814 1456 PARKER HANNIFIN CP 1049 1272 PHILLIPS 66 1602 1709 PRINCIPAL FDS INC SMALL MIDCAP 61191 67544 PROCTER GAMBLE CO 2003 2347 PROGRESSIVE CORP OHIO 1733 1917 PROLOGIS 3397 2960 REPUBLIC SVCS INC 608 1006 S&P GLOBAL INC COM 743 996 SALESFORCE.COM 1235 2006 SHERWIN-WILLIAMS CO 1357 1700 TAIWAN SEMICONDUCTOR MFG CO LT 2587 5135 TEXAS INSTRUMENTS INC 2656 2438 THE COCA-COLA CO 2511 2739 THERMO FISHER SCIENTIFIC INC 1070 1040 TJX COMPANIES INC 4165 5557 TRANE TECHNOLOGIES PLC 1845 2216 TRANSDIGM GRP INC 1135 1267 UNION PACIFIC 3816 3877 UNITEDHEALTH GROUP INC 4832 5059 VANGUARD DIVIDEND APPRECIATION 57724 69911 VANGUARD S&P 500 ETF 78594 104529 VIRTUS KAR SMALL-MID CAP CORE 39326 41016 VISA INC 2511 3476 Administrative Fees 8533 8533 State or Local Filing Fees 25 25 BANK CHARGE 175 175 Investment Management Services 5565 5565 Foreign Tax Paid 16 16