SCHWARZ FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SCHWARZ FAMILY FOUNDATION (EIN 46-4218210)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-30
- IRS object ID
- 202240899349100429
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-30T18:10:10-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464218210 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Schwarz Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GAYE SCHWARZ | InCareOfNm |
| Business Name Control | SCHW | BusinessNameControlTxt |
| Phone | 3172901140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 W Carmel Drive Ste 300 | AddressLine1Txt |
| City | Carmel | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAYE SCHWARZ | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3172901140 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GAYE | PersonFirstNm |
| Person Last | SCHWARZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY A BODKIN | PreparerPersonNm |
| PTIN | P01350681 | PTIN |
| Phone | 3173834000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,225,302 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,600,271 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,316 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,316 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $172,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $172,822 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,669,428 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,755,463 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,669,428 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$6,296 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$6,296 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,438,541 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,838,270 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $93,465 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $93,465 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,014 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $98,479 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $454,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $454,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $552,479 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $454,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,886,062 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,744,805 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $94,667 | CashBOYAmt |
| Cash EOY | $325,832 | CashEOYAmt |
| Cash EOYFMV | $325,832 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,044,003 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,357,316 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,882,929 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,761,478 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,030,723 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,016,541 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,900,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,713,871 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,225,302 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,900,148 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,713,871 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,900,148 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,713,871 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,900,148 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,713,871 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,900,148 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,886,062 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,786,210 | SubtotalAmt |
| Other Decreases | $72,339 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,713,871 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS 14670- LONG TERM | P | $292,277 | $243,009 | $49,268 | $49,268 |
| UBS 17058- SHORT TERM | P | $2,173,293 | $2,121,787 | $51,506 | $51,506 |
| UBS 17058- LONG TERM | P | $4,585,704 | $3,127,107 | $1,458,597 | $1,458,597 |
| UBS- CAPITAL GAIN DISTRIBUTION | P | $1,346 | $0 | $1,346 | $1,346 |
| UBS 14670 - SHORT TERM | P | $702,843 | $594,132 | $108,711 | $108,711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,669,428 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,253 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,253 | SubtotalAmt |
| Tax Based On Investment Income | $24,253 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,152 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,152 | TotalPaymentsAndCreditsAmt |
| Tax Due | $20,101 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAYE SCHWARZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3172901140 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 W CARMEL DRIVE STE 300 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,311,584 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $144,581 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,456,165 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,456,165 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,842 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,314,323 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $465,716 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $465,716 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,253 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,253 | TotalTaxAmt |
| Distributable Before Adj | $441,463 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $441,463 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $441,463 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $454,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $454,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $441,463 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $363,167 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $454,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $363,167 | AppliedToYear1Amt |
| Applied To Current Year | $90,833 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $350,630 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GAYE SCHWARZ LYNN SCHWARZ AND JIL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OHIO FOUNDATION OF INDEPENDENT COLLEGES | |||||||
| 250 EAST BROAD STREET SUITE 1700 | COLUMBUS | OH | 43215 | NONE | PC | GENERAL | $172,000 |
| CHILDREN FIRST INC | |||||||
| 1723 NORTH ORANGE AVENUE | SARASOTA | FL | 34236 | NONE | PC | GENERAL | $30,000 |
| ZIONSVILLE EDUCATIONAL FUND | |||||||
| 900 MULBERRY STREET | ZIONSVILLE | IN | 46077 | NONE | PC | GENERAL | $20,000 |
| SCHOOL ON WHEELS | |||||||
| 2605 E 62ND STREET NO 2005 | INDIANAPOLIS | IN | 46220 | NONE | PC | GENERAL | $50,000 |
| HAMILTON SOUTHEASTERN SCHOOLS FOUNDATION INC | |||||||
| 13485 CUMBERLAND ROAD | FISHERS | IN | 46038 | NONE | PC | GENERAL | $30,000 |
| BOYS & GIRLS CLUB OF ZIONSVILLE INC | |||||||
| 1575 MULBERRY STREET | ZIONSVILLE | IN | 46077 | NONE | PC | GENERAL | $15,000 |
| BOYS & GIRLS CLUB OF NOBLESVILLE INC | |||||||
| 1700 CONNER ST | NOBLESVILLE | IN | 46060 | NONE | PC | GENERAL | $5,000 |
| HEAR INDIANA | |||||||
| 4740 KINGSWAY DRIVE SUITE 33 | INDIANAPOLIS | IN | 46205 | NONE | PC | GENERAL | $12,000 |
| CHILD ADVOCATES INC | |||||||
| 8200 HAVERSTICK ROAD SUITE 240 | INDIANAPOLIS | IN | 46240 | NONE | PC | GENERAL | $20,000 |
| TECHPOINT FOUNDATION INC | |||||||
| 5255 WINTHROP AVENUE SUITE 4 | INDIANAPOLIS | IN | 46220 | NONE | PC | GENERAL | $15,000 |
| TRUSTED MENTORS INC | |||||||
| 546 E 17TH ST SUITE 102 | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL | $20,000 |
| DREAM CENER INDIANAPOLIS INC | |||||||
| 221 E MICHIGAN ST | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL | $50,000 |
| AAI SCHOLARSHIP FUND INC | |||||||
| 135 N PENNSYLVANIA ST STE 1175 | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL | $7,500 |
| JUNIOR ACHIEVEMENT OF CENTRAL INDIANA | |||||||
| 7435 N KEYSTONE AVE | INDIANAPOLIS | IN | 46240 | NONE | PC | GENERAL | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $454,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,316 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $172,822 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,669,428 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$6,296 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,838,270 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,838,270 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SCHWARZ PARTNERS LP | |||||||
| 1 | 10 W Carmel Drive Ste 300 | Carmel | IN | 46032 | $1,500,000 | Yes (X) | |
| JACK AND GAYE SCHWARZ | |||||||
| 2 | 2251 GULF OF MEXICO DR 402 | LONG BOAT KEY | FL | 34228 | $100,271 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $100,271 | FairMarketValueAmt |
| Received | 2021-12-09 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS-PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $6,357,316 | EOYBookValueAmt |
| EOYFMV | $7,882,929 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS - MUTUAL FUNDS | AT COST | $3,030,723 | $3,016,541 |
| UBS- MUTUAL COMMODITIES | AT COST | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-CASH CONTRIBUTION COST BASIS ADJUST | Desc |
| Amt | $72,339 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $93,465 | Amt |
| Net Investment Income | $93,465 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES PAID | CategoryTxt |