2025-09-11T11:51:56-04:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 351760318 Schwartz Wiekamp Foundation % Schwartz Wiekamp Foundation DARW 8008391754 50885 Waldon Park Lane Granger IN 46530 James T Schwartz Trustee 8008391754 2025-08-03 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 17186655 X 152671 63019 63019 1198155 1198155 49877 8249215 73957 1463722 1335131 100008 100008 7651 7651 83737 83737 22385 2685 50097 50097 263878 86422 157756 1136700 1136700 1400578 86422 1294456 63144 1248709 0 647528 423788 423788 15824 4867 15824 15824 499870 834648 832526 13955330 13086237 12881142 2246249 3056491 3033375 17353844 17416988 17186655 0 0 X 17353844 17416988 17353844 17416988 17353844 17416988 17353844 63144 17416988 17416988 Publicly-traded Securities 8249215 8175258 73957 73957 73957 17357 17357 17357 18996 0 18996 X 0 1639 1639 false false false false false false false true true IN true false false false false true Schwartz Wiekamp Foundation 5742734227 50885 Waldon Park Lane Granger IN 46530 false false false false true false false false false false false false false false false false false false false false false false James T Schwartz 50885 Waldon Park Lane Granger IN 46530 Trustee 1.0 0 0 0 JULIA J SCHWARTZ 50885 WALDON PARK LANE GRANGER IN 46530 EXECUTIVE DIRECTOR 8.0 100008 Wells Fargo Advisors 2056 WESTINGS AVENUE SUITE 500 NAPERVILLE IL 60563 Investment MGMT 83737 16321192 581516 0 16902708 0 16902708 253541 16649167 832458 832458 17357 17357 815101 815101 815101 1294456 0 0 0 0 1294456 815101 117185 117185 1294456 815101 479355 596540 0 596540 117185 479355 NONE X BEACON HEALTH FOUNDATION INC 615 N MICHIGAN ST SOUTH BEND IN 46601 N/A PC Beacon Outpatient Center 500000 DECLAN DRUMM SULLIVAN MEMORIAL FUND 3539 LONG GROVE RD LONG GROVE IL 60047 N/A PC Charitable Event 10000 FIRST UNITED METHODIST CHURCH 201 E THIRD ST MISHAWAKA IN 46544 N/A PC General & Unrestricted 97000 HIDDEN ACRES SAFE HAVEN 50582 PLEASANT ST DOWAGIAC MI 49047 N/A PC General & Unrestricted 15000 INDIANA GOLF FOUNDATION INC PO BOX 26159 INDIANAPOLIS IN 46226 N/A PC Supporting First Tee's Programming in Michiana 10000 JACKSON CENTER FOR CONDUCTIVE EDUCATION PO BOX 422 MOORESVILLE IN 46158 N/A PC Charitable Event 10000 JUNIOR LEAGUE OF SOUTH BEND INCORPORATED 525 E COLFAX AVE UNIT 102 SOUTH BEND IN 46617 N/A PC General & Unrestricted 1000 JUNIOR LEAGUE OF SOUTH BEND INCORPORATED 525 E COLFAX AVE UNIT 102 SOUTH BEND IN 46617 N/A PC Charitable Event 10000 MISHAWAKA PARKS AND RECREATION FOUNDATION INC 904 N MAIN ST MISHAWAKA IN 46545 N/A PC Miracle Field at Normain Heights 100000 OHANA HERITAGE FOUNDATION INC 53131 QUINCE RD SOUTH BEND IN 46628 N/A PC HeART works studio at A Rosie Place 250000 OHANA HERITAGE FOUNDATION INC 53131 QUINCE RD SOUTH BEND IN 46628 N/A PC Charitable Event 25000 OHANA HERITAGE FOUNDATION INC 53131 QUINCE RD SOUTH BEND IN 46628 N/A PC Charitable Event 10000 PURDUE CLUB OF ST JOSEPH VALLEY INC 18500 KERN RD SOUTH BEND IN 46614 N/A PC Scholarship Fund 2000 REINS OF LIFE INC 55200 QUINCE RD SOUTH BEND IN 46619 N/A PC Charitable Event 1000 REINS OF LIFE INC 55200 QUINCE RD SOUTH BEND IN 46619 N/A PC Charitable Event 5000 SCHOOL CITY OF MISHAWAKA 1402 S MAIN ST MISHAWAKA IN 46544 N/A GOV General & Unrestricted 10000 SPECIAL OLYMPICS MICHIGAN INC CENTRAL MICHIGAN UNIVERSITY MOUNT PLEASANT MI 48859 N/A PC General & Unrestricted 1000 TRANSFORMATION MINISTRIES INC 1519 PORTAGE AVE SOUTH BEND IN 46616 N/A PC General & Unrestricted 4700 UNIVERSITY OF NOTRE DAME DU LAC 1100 GRACE HALL NOTRE DAME IN 46556 N/A PC Law Dean's unrestricted fund and Fr. John's President's Circle Fund 50000 UNIVERSITY OF NOTRE DAME DU LAC 1100 GRACE HALL NOTRE DAME IN 46556 N/A PC General & Unrestricted 25000 1136700 14 63019 14 1198155 18 49877 1311051 1311051 false false false false false false false false false false X X 1 Dorothy J Wiekamp Revocable Trust 50885 Waldon Park Lane Granger IN 46530 152671 X BANK OF AMERICA CORP - 5.000% 239863 233707 BANK OF AMERICA CORP - 5.050% 498499 496809 BBVA GLOBAL SECS - 5.150% - 10 198000 194642 GOLDMAN SACHS - 6.000% - 11/30 249998 245960 GOLDMAN SACHS GROUP INC - 5.05 129987 130169 JPMORGAN CHASE BK - 5.000% - 0 300000 300136 KEYBANK NATIONAL ASSOCIATION - 241273 239778 MANUFACTUREERS & TRADERS TR - 246563 250745 PHILIP MORRIS INTL INC - 4.875 184572 178892 RED FARM - 5.460% - 03/17/2038 399559 399211 TORONTO DOMINION BK - 5.000% - 149400 148455 UNITEDHEALTH GROUP INC - 5.000 218777 214871 ABERDEEN STANDARD GLOBAL INFRA 395025 350600 ALTRIA GROUP INC 536676 627480 ANGEL OAK FINANCIAL STRATEGIES 335074 256477 ATHENE HLDG SER E 7.75% 250000 259100 BANK OF MONTREAL 395680 388200 BLACKROCK CAPITAL ALLOCATION T 600000 454500 BLACKROCK ESG CAPITAL ALLOCATI 335000 278800 BLACKROCK INTL GROWTH & INCOME 902142 849599 CALAMOS LONG/SHORT EQUITY & DY 414449 350611 DOUBLELINE YIELD OPPORTUNITIES 392056 316600 FIRST TRUST IV CBOE VEST RISIN 439084 436320 FIRST TRUST MORNINGSTAR DIVIDE 572557 805200 FIRST TRUST PORTFLIOS SR 102 F 166360 170852 FORD MTR CO DEL CALLNT 62 08/1 194450 195360 FT 10757 210884 245560 JACKSON FINANCIAL SER A 8% 250000 261600 JANUS HENDERSON AAA CLO ETF 406665 405680 KINGSMEN RESOURCES LTD 510698 502100 LINCOLN NATIONAL CORP 308894 317100 LINCOLN NATL CORP IND DEPOSIT 405041 410850 LYONDELLBASELL INDUSTRIES NV 403755 371350 NEUBERGER BERMAN NEXT GENERATI 464289 318500 NUVEEN MULTI-ASSET INCOME FUND 282078 219272 NUVEEN S&P 500 BUY WRITE INCOM 527259 559600 ONEOK INC 165131 200800 PG AND E 6 CONV PREF SERIES A 77500 77175 PIMCO ACCESS INCOME FUND 270696 228750 S&P DIVIDEND ARISTOCRATS TARGE 351845 378060 SABINE RYLTY TR UBI 664741 648100 TARGET GLOBAL DIVIDEND LEADERS 494443 525146 VIRTUS ALLIANZGI ART IN TECH O 579308 739800 VOYA INFRASTRUCTURE INDUSTRIAL 364375 304500 WESTERN ASSET DIVERSIFIED INCO 420082 427500 834648 832526 Administrative Fees 49369 49369 Payroll Processing Fees 552 552 Postage/Delivery Service 176 176 Investment Management Services 83737 83737 990-PF Estimated Tax for 2024 18900 990-PF Extension for 2023 800 Foreign Tax Paid 2685 2685