2025-05-05T13:29:10+00:00 2023-12-31 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990PF 2023-01-01 464218210 Schwarz Family Foundation Inc SCHW 3172901140 10 W Carmel Drive Ste 300 Carmel IN 46032 Gaye Schwarz Officer 3172901140 2025-05-05 true true Jeffrey A Bodkin P01350681 3173834000 2024-11-15 2023 2025-03-06 01:10:19Z X 9843086 X 0 X 7272 7272 245587 245587 140312 14651521 140312 0 0 0 89 89 0 393260 393260 0 0 0 0 0 7450 3725 0 3725 91659 91659 0 0 0 0 0 0 0 0 0 0 0 0 0 99109 95384 0 3725 487750 487750 586859 95384 0 491475 -193599 297876 0 463892 194971 194971 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8861904 8934892 9645781 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2334 2334 9325796 9132197 9843086 0 0 0 0 0 0 X 9325796 9132197 9325796 9132197 9325796 9132197 9325796 -193599 0 9132197 0 9132197 UBS 17058 - SHORT TERM P 9809893 9652665 157228 0 157228 UBS 17058 - LONG TERM P 4841627 4858543 -16916 0 -16916 140312 0 4140 4140 4140 22869 22869 18729 18729 0 false false false false false false false true true IN true false false false false true N/A Gaye Schwarz 3172901140 10 W Carmel Drive STE 300 Carmel IN 46032 false false false false false false false false false false false false false false false false false false false false false Gaye Schwarz 10 W Carmel Drive Ste 300 Carmel IN 46032 Director 0 0 0 0 Lynn Schwarz 10 W Carmel Drive Ste 300 Carmel IN 46032 Director 0 0 0 0 Jill Schwarz 10 W Carmel Drive Ste 300 Carmel IN 46032 Director 0 0 0 0 NONE NONE 0 9089468 201336 0 9290804 0 9290804 139362 9151442 457572 457572 4140 4140 453432 453432 453432 491475 0 0 491475 453432 357121 0 0 491475 357121 0 0 134354 0 0 0 0 0 0 319078 0 0 0 0 0 0 0 0 Gaye Schwarz Director Lynn Schwarz Director Jill Schwarz Director NONE X OHIO FDN OF INDEPENDENT COLLEGES 250 EAST BROAD STREET SUITE 1700 COLUMBUS OH 43215 None PC Schwarz Family Foundation Scholarship Program to be administered by Ohio Foundation of Independent Colleges, Inc Scholarship Management Resources Program 256250 CHILDREN FIRST INC 1723 NORTH ORANGE AVENUE SARASOTA FL 34236 None PC General 30000 ZIONSVILLE EDUCATIONAL FUND 900 MULBERRY STREET ZIONSVILLE IN 46077 None PC General 25000 BOYS & GIRLS CLUB OF BOONE COUNTY INC 1575 MULBERRY STREET ZIONSVILLE IN 46077 None PC General 5000 DREAM CENTER INDIANAPOLIS INC 221 E MICHIGAN ST INDIANAPOLIS IN 46204 None PC General 30000 HAMILTON SOUTHEASTERN SCHOOLS FOUNDATION INC 13485 CUMBERLAND ROAD FISHERS IN 46038 None PC General 25000 Peace Learning Center 6040 Delong Rd INDIANAPOLIS IN 46254 None PC General 10000 Child Advocates Inc 8200 Haverstick Road Ste 240 Indianapolis IN 46240 None PC General 20000 Brightlane Learning Corp 2955 N Meridian St Ste 250 Indianpolis IN 46208 None PC General 30000 Noble Inc 7701 E 21st St Indianapolis IN 46219 None PC General 32500 Hussey Mayfield Memorial Public Library Foundation 250 N 5th St Zionsville IN 46077 None PC General 4000 Trusted Mentors Inc 546 E 17th St Ste 102 Indianapolis IN 46202 None PC General 20000 487750 0 14 7272 14 245587 18 140312 Miscellaneous 14 89 0 393260 0 393260 false false false false false false false false false false Tax Preparation Fees 7450 3725 3725 Common Stock 843094 957847 Equity ETFs 5692215 6241785 Fixed Income ETFs 2399583 2446149 Mutual Funds 0 0 Government Securities 0 0 Corporate Bonds 0 0 Municipal Securities 0 0 Cash Alternatives 0 2334 2334 Miscellaneous 89 89 Investment Management Fees 91659 91659