2023-11-08T16:29:19-06:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 472454018 The Tijori Foundation % Foundation Source TIJO 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Tiberio Schwartz President 8008391754 2023-11-02 true Tiberio Schwartz 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 33292195 X 1009368 2725 2725 903179 903179 1544480 7963213 1985376 3459752 2891280 0 6490 0 0 6490 141671 141671 49115 715 939 939 67092 67092 265307 142386 0 74521 7192000 7192000 7457307 142386 0 7266521 -3997555 2748894 1016097 844450 844450 30057091 26196791 30607403 2052413 2069223 1840342 33125601 29110464 33292195 13153 4591 13153 4591 X 33112448 29105873 33112448 29105873 33125601 29110464 33112448 -3997555 29114893 9020 29105873 Publicly-traded Securities 7963213 5977837 1985376 1985376 1985376 38210 38210 38210 28704 0 9506 38210 X 0 false false false false false false false true true 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 Mary Rose Candol Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 3.0 0 0 0 Eliyahu Y Schulman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 2.0 0 0 0 Tiberio Schwartz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Treas 1.0 0 0 0 THE DFS GROUP MACK CENTER IV S 61 PARAMUS RD PARAMUS NJ 07652 Investment MGMT 141671 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 67067 35344439 1062796 0 36407235 0 36407235 546109 35861126 1793056 1793056 38210 38210 1754846 1754846 1754846 7266521 0 0 0 0 7266521 1754846 2020 2019 2018 21261 21261 7266521 1754846 5511675 5532936 0 5532936 21261 5511675 NONE X ADOPT A SHADCHAN CORP 1188 COUGHLIN ST LAKEWOOD NJ 08701 N/A PC General & Unrestricted 15000 AGUDATH ISRAEL OF AMERICA 42 BROADWAY NEW YORK NY 10004 N/A PC emergency Ukraine fund 50000 AMERICAN FRIENDS OF HALA 3612 SHANNON RD CLEVELAND OH 44118 N/A PC General & Unrestricted 25000 AMERICAN FRIENDS OF OSEH CHAYIL C/O WEISS AND CO - 18 E 41ST ST NEW YORK NY 10017 N/A PC General & Unrestricted 10000 AMERICAN FRIENDS OF YAD ELIEZER INC 410 GLENN RD JACKSON NJ 08527 N/A PC General & Unrestricted 31000 ANIYEI YERUSHALAYIM INC 805 CLIFTON AVE LAKEWOOD NJ 08701 N/A PC General & Unrestricted 25000 BAIS HOROAH OF FLATBUSH 1124 AVE L BROOKLYN NY 11230 N/A PC General & Unrestricted 60000 BAIS MEDRASH EYUN TEFILAH INC CO 2422 BAYSWATER AVE FAR ROCKAWAY NY 11691 N/A PC Rabbi's charity Fund 15000 BAIS YOEL 2 ROCKAWAY TPKE LAWRENCE NY 11559 N/A PC General & Unrestricted 20000 BEST FOOT FORWARD FOUNDATION INC 9080 KIMBERLY BLVD STE 10 BOCA RATON FL 33434 N/A PC General & Unrestricted 40000 BNOS BAIS YAAKOV OF FAR ROCKAWAY 613 BEACH 9TH ST FAR ROCKAWAY NY 11691 N/A PC General & Unrestricted 10000 BOCA RATON SYNAGOGUE INC 7900 MONTOYA CIR N BOCA RATON FL 33433 N/A PC General & Unrestricted 15000 CAMP SUNSHINE AT SEBAGO LAKE INC 35 ACADIA RD CASCO ME 04015 N/A PC General & Unrestricted 35000 CENTRAL FUND OF ISRAEL 461 CENTRAL AVE CEDARHURST NY 11516 N/A PC For Tzalash 18000 CENTRAL FUND OF ISRAEL 461 CENTRAL AVE CEDARHURST NY 11516 N/A PC For Kehillat Haela 20000 CHAI LIFELINE INC 151 WEST 30TH ST 7TH FL NEW YORK NY 10001 N/A PC General & Unrestricted 2500 CHAVARIM OF THE FIVE TOWNS & ROCKAWAY INC 603 BEACH 8TH ST FAR ROCKAWAY NY 11691 N/A PC General & Unrestricted 10000 CITY HARVEST INC 150 52ND ST BROOKLYN NY 11232 N/A PC General & Unrestricted 10000 CONGREGATION BAIS SHALOM INC 333 STANLEY AVE BROOKLYN NY 11207 N/A PC General & Unrestricted 15000 CONGREGATION BNEI TORAH OF LAWRENCE PO BOX 697 LAWRENCE NY 11559 N/A PC General & Unrestricted 17000 CONGREGATION DEXTER PARK 312 N HIGHLAND AVE PEARL RIVER NY 10965 N/A PC General & Unrestricted 12000 CONGREGATION KOLLEL LOMDEI SHAS INC 6 DEMAREST RD SPRING VALLEY NY 10977 N/A PC General & Unrestricted 50000 CONGREGATION MESIKUS HATORAH INC 109 WHITE RD JACKSON NJ 08527 N/A PC General & Unrestricted 10000 COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I PO BOX 1870 MERRIFIELD VA 22116 N/A PC Livelihood project in Caraga (Women Empowerment) 500000 COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I PO BOX 1870 MERRIFIELD VA 22116 N/A PC Livelihood Program in Tawi-Tawi 460000 COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I PO BOX 1870 MERRIFIELD VA 22116 N/A PC Typhoon Rai livelihood and shelter recovery 120000 COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I PO BOX 1870 MERRIFIELD VA 22116 N/A PC Life-Saving Relief Assistance Affected by Mt. 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2.800% - 01/27/2025 264659 241193 WELLS FARGO & CO - 3.000% - 10 81622 69404 WELLS FARGO BANK NATL ASSN CD 259240 238865 ALTRIA GROUP INC 545303 633358 AMERICAN EXPRESS CO 96228 148193 AMGEN INC 174686 196980 APPLE INC 2027278 2923424 APPLIED MATERIALS INC 536259 389520 AT&T, INC 113495 92050 BERKSHIRE HATHAWAY INC. CLASS 533670 926700 BOEING CO 402624 441937 BP PLC SPONSORED ADR 260831 392963 CITIGROUP INC 82748 72730 CVS CAREMARK CORP 203795 299979 EATON VANCE SHORT DURATION GOV 3650735 3367488 EMERSON ELECTRIC CO 1010036 1633020 FIRST TRUST EXCHANGE TRADED FD 829964 681450 FIRST TRUST LOW DURATION OPPOR 1731879 1611940 FIRST TRUST SENIOR LOAN FUND 1422480 1337700 FIRST TRUST VI FIRST TRUST NAS 207808 238900 FT-PREFERRED SECUR & INC ETF 101425 84000 HALLIBURTON COMPANY 71820 236100 HSBC HOLDINGS PLC 357300 467400 INTEL CORP 61199 27752 ISHARE SP SMALL CAP 600 INDEX 102401 141960 ISHARES TR S & P MIDCAP 400 IN 103435 144892 JOHNSON & JOHNSON 556220 706600 JP MORGAN CHASE 233964 327338 JPMORGAN EQUITY PREMIUM INCO 152960 136225 LORD ABBETT ULTRA SHORT BOND I 2061917 2018749 LOWES COMPANIES INC 206750 199240 MCDONALD'S CORP 1275435 1844710 META PLATFORMS INC 224030 120340 NESTLE S.A 331620 346020 NIKE INC-CL B 1603840 1872160 OIL SVC HLDRS TR 131340 334455 PAYPAL HOLDINGS, INC 81009 71220 PEPSICO INC 107939 150128 PFIZER INC 114127 192150 PHILIP MORRIS INTL 895988 1292148 RAYTHEON TECHNOLOGIES CORP 91875 151380 TEXAS INSTRUMENTS INC 218586 291613 THE BLACKSTONE GROUP INC CL A 84746 74190 THE COCA-COLA CO 1333950 1908300 UNILEVER PLC AMER 210844 188813 VANGUARD DIVIDEND APPRECIATION 411793 531475 VANGUARD UTLTS ETF 653401 766800 VERIZON COMMUNICATIONS 201994 147750 WAL-MART STORES INC 161492 191984 WALT DISNEY HOLDINGS CO 88093 86880 WARNER BROS. DISCOVERY, INC 35541 11461 WELLS FARGO & CO 99938 154838 General Consultations 6490 6490 PRIOR PERIOD ADJUSTMENT 9020 Administrative Fees 67067 67067 State or Local Filing Fees 25 25 OUTSTANDING OPTIONS 13153 4591 Investment Management Services 141671 141671 990-PF Estimated Tax for 2022 28000 990-PF Extension for 2021 20400 Foreign Tax Paid 715 715