SCHWARTZ FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SCHWARTZ FOUNDATION (EIN 23-2267403)
- Tax period
- 2014-09-01 to 2015-08-31
- Filed
- 2016-02-04
- IRS object ID
- 201630359349100113
- Schema version
- 2014v6.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-04T12:42:07-06:00 | ReturnTs |
| Tax Period End | 2015-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231980475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KREISCHER MILLER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WITMER ROAD SUITE 350 | AddressLine1Txt |
| City | HORSHAM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190442369 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232267403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHWARTZ FOUNDATION INC CO ROBERT SCHWARTZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHW | BusinessNameControlTxt |
| Phone | 8567789200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 821 EAST GATE DRIVE | AddressLine1Txt |
| City | MT LAUREL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SCHWARTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8567789200 | PhoneNum |
| Signature | 2016-01-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON SHOEMAKER | PreparerPersonNm |
| PTIN | P00468621 | PTIN |
| Phone | 2154414600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,067,114 | 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 | $255,880 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $271,740 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $271,740 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $310,716 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $310,716 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $625,466 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,887,004 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $625,466 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,892 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,892 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,470,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,214,814 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,150 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,977 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,629 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $52,833 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $52,833 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,110 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,612 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,468,361 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,468,361 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,551,471 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,612 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,474,511 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$80,777 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,154,202 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $318,644 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$10,456 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$10,456 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,227,109 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,382,101 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,289,209 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $989,729 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $2,982 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $3,138 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $15,924,912 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,004,989 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,785,222 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,460,394 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,379,617 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,067,114 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $23,720,181 | CapitalStockBOYAmt |
| Capital Stock EOY | $23,720,181 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$3,259,787 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,340,564 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,460,394 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,379,617 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,460,394 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,379,617 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,460,394 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$80,777 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,379,617 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,379,617 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS #27735 - DETAIL AVAILABLE UPON REQUEST | P | 2014-09-01 | 2015-08-31 | $341,405 | $342,942 | -$1,537 | -$1,537 |
| UBS #27735 - DETAIL AVAILABLE UPON REQUEST | P | 2003-04-01 | 2015-08-31 | $3,134,838 | $3,153,174 | -$18,336 | -$18,336 |
| UBS #27736 - DETAIL AVAILABLE UPON REQUEST | P | 2014-09-01 | 2015-08-31 | $495,703 | $508,608 | -$12,905 | -$12,905 |
| UBS #27736 - DETAIL AVAILABLE UPON REQUEST | P | 2009-03-25 | 2015-08-31 | $1,379,688 | $930,177 | $449,511 | $449,511 |
| UBS #32919 - DETAIL AVAILABLE UPON REQUEST | P | 2014-09-01 | 2015-08-31 | $63,879 | $64,742 | -$863 | -$863 |
| UBS #32919 - DETAIL AVAILABLE UPON REQUEST | P | 2010-06-30 | 2015-08-31 | $188,106 | $187,372 | $734 | $734 |
| UBS #55866 - DETAIL AVAILABLE UPON REQUEST | P | 2015-07-01 | 2015-08-31 | $63,636 | $61,416 | $2,220 | $2,220 |
| UBS #55867 - DETAIL AVAILABLE UPON REQUEST | P | 2015-06-01 | 2015-08-31 | $13,536 | $13,107 | $429 | $429 |
| CAPITAL GAINS DIVIDENDS | P | $206,213 | $206,213 | $206,213 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $625,466 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,492,716 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,713,081 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058053 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,439,467 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,884,137 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060269 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,284,390 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,462,914 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057178 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,417,787 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $23,317,701 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060803 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,351,492 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,611,214 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062537 | DistributionYr5Rt |
| Total Distribution | 0.298840 | TotalDistributionRt |
| Average Distribution | 0.059768 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,076,173 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,558,521 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,542 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,570,063 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,474,511 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,084 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,084 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,084 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,539 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $12,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $30,539 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,455 | OverpaymentAmt |
| Applied To ES Tax | $7,455 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | OFFICER | IndividualWithBooksNm |
| Phone | 8567789200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 821 EAST GATE DRIVE | AddressLine1Txt |
| City | MT LAUREL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT SCHWARTZ | |||||||||
| 821 EAST GATE DRIVE | MT LAUREL | NJ | 08054 | CHAIRMAN | 0.00 | $0 | $0 | $0 | |
| EDWARD GLICKMAN | |||||||||
| 650 ARCH STREET | PHILADELPHIA | PA | 191032097 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| LOIS SCHWARTZ | |||||||||
| 191 PRESIDENTIAL BLVD | BALA CYNWYD | PA | 19004 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| MICHAEL SCHWARTZ | |||||||||
| 16356 N THOMPSON PEAK PARKWAY 2172 | SCOTTSDALE | AZ | 85260 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| JUDITH CREED | |||||||||
| 821 EAST GATE DRIVE | MT LAUREL | NJ | 08054 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| JOSH DESIPIO | |||||||||
| C/O R SCHWARTZ 821 EAST GATE DRIVE | MT LAUREL | NJ | 08054 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| JENNIFER SELBER | |||||||||
| 6435 OVERBROOK AC/O R SCHWARTZ 821 | MT LAUREL | NJ | 08054 | DIRECTOR | 0.00 | $0 | $0 | $0 | EAST GATE DRIVE |
| MELISSA SCHWARTZ | |||||||||
| 935 AGATE STREET 4 | SAN DIEGO | CA | 92109 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| JESSE SELBER | |||||||||
| C/O R SCHWARTZ 821 EAST GATE DRIVE | MT LAUREL | NJ | 08054 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| JONAH SELBER | |||||||||
| C/O R SCHWARTZ 821 EAST GATE DRIVE | MT LAUREL | NJ | 08054 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,313,977 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $159,295 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,473,272 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,473,272 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $397,099 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,076,173 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,303,809 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,303,809 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,084 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $307 | IncomeTaxAmt |
| Total Tax | $23,391 | TotalTaxAmt |
| Distributable Before Adj | $1,280,418 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,280,418 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,280,418 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,474,511 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,474,511 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,474,511 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,280,418 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $281,577 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $263,835 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $170,109 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $258,848 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $218,470 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,192,839 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,474,511 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,280,418 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $194,093 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,386,932 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $281,577 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,105,355 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $263,835 | ExcessFromYear4Amt |
| Excess From Year3 | $170,109 | ExcessFromYear3Amt |
| Excess From Year2 | $258,848 | ExcessFromYear2Amt |
| Excess From Year1 | $218,470 | ExcessFromYear1Amt |
| Excess From Current Year | $194,093 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT SCHWARTZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABRAMSON CENTER FOR JEWISH LIFE | ||||||||
| 1425 HORSHAM ROAD | NORTH WALES | PA | 19454 | NONE | PUBLIC | CHARITABLE | $1,800 | |
| ADL | ||||||||
| 1500 MARKET STREET SUITE 2415 WEST | PHILADELPHIA | PA | 19102 | NONE | PUBLIC | CHARITABLE | $5,000 | TOWER |
| ADULTS WITH DEVELOPMENTAL DISABILITIES | ||||||||
| 261 OLD YORK ROAD A-50 | JENKINTOWN | PA | 19046 | NONE | PUBLIC | CHARITABLE | $8,500 | |
| AMERICAN FRIENDS OF THE OPEN UNIVERSITY OF ISRAEL | ||||||||
| 120 EAST 56TH STREET SUITE 900 | NEW YORK | NY | 10022 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| BETHESDA PROJECT | ||||||||
| 1630 SOUTH STREET | PHILADELPHIA | PA | 19146 | NONE | PUBLIC | CHARITABLE | $40,000 | |
| CHABAD | ||||||||
| 625 MONTGOMERY AVENUE | MERION STATION | PA | 19066 | NONE | PUBLIC | CHARITABLE | $1,800 | |
| CONGRETION RODEPH SHALOM | ||||||||
| 615 N BROAD STREET | PHILADELPHIA | PA | 19123 | NONE | PUBLIC | CHARITABLE | $37,500 | |
| CORA | ||||||||
| 1110 SHAWNEE ROAD | LIMA | OH | 45802 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| CORUNNA HIGH SCHOOL ART CLUB | ||||||||
| 417 E KING ST | CORUNNA | MI | 48817 | NONE | PUBLIC | CHARITABLE | $100 | |
| FEDERATION EARLY LEARNING SERVICES | ||||||||
| 10700 JAMISON AVENUE | PHILADELPHIA | PA | 19116 | NONE | PUBLIC | CHARITABLE | $6,000 | |
| FOUNDATIONS INC | ||||||||
| 701 EAST GATE DRIVE | MT LAUREL | NJ | 08054 | NONE | PUBLIC | CHARITABLE | $354,161 | |
| FRATERNAL ORDER OF POLICE SURVIVORS FUND | ||||||||
| 1366 SPRING GARDEN STREET | PHILADELPHIA | PA | 19123 | NONE | PUBLIC | CHARITABLE | $5,000 | |
| GOLDEN SLIPPER CLUB & CHARITIES | ||||||||
| 215 N PRESIDENTIAL BLVD- 1ST FLOOR | BALA CYNWYD | PA | 19004 | NONE | PUBLIC | CHARITABLE | $3,600 | |
| INSTITUTE FOR ADVANCED EDUCATION - JAFFA | ||||||||
| 171-06 76TH AVENUE | FLUSHING | NY | 11366 | NONE | PUBLIC | CHARITABLE | $300,000 | |
| J'CHAI | ||||||||
| 21 BALA AVENUE | BALA CYNWYD | PA | 19004 | NONE | PUBLIC | CHARITABLE | $145,940 | |
| JACK M BARRACK HEBREW ACADEMY | ||||||||
| 272 S BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | NONE | PUBLIC | CHARITABLE | $25,000 | |
| JEWISH EMPLOYMENT & VOCATIONAL SERVICES | ||||||||
| 1845 WALNUT STREET | PHILADELPHIA | PA | 19103 | NONE | PUBLIC | CHARITABLE | $2,600 | |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | ||||||||
| 2100 ARCH STREET 5A | PHILADELPHIA | PA | 19103 | NONE | PUBLIC | CHARITABLE | $205,000 | |
| JEWISH FEDERATION OF SOUTHERN NEW JERSEY | ||||||||
| 1301 SPRINGDALE ROAD 200 | CHERRY HILL | NJ | 08003 | NONE | PUBLIC | CHARITABLE | $10,000 | |
| KLEIN JCC | ||||||||
| 10100 JAMISON AVENUE | PHILADELPHIA | PA | 19116 | NONE | PUBLIC | CHARITABLE | $111,560 | |
| KOMEN RACE FOR THE CURE | ||||||||
| 5005 LBJ FREEWAY SUITE 250 | DALLAS | TX | 75244 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| LINDA CREED BREAST CANCER FOUNDATION | ||||||||
| PO BOX 40607 | PHILADELPHIA | PA | 19107 | NONE | PUBLIC | CHARITABLE | $1,300 | |
| MINDING YOUR MIND | ||||||||
| 42 WEST LANCASTER AVENUE 2ND FLOOR | ARDMORE | PA | 19003 | NONE | PUBLIC | CHARITABLE | $5,000 | |
| MSU HILLEL | ||||||||
| 360 CHARLES STREET | EAST LANSING | MI | 48823 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | ||||||||
| 101 S INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | NONE | PUBLIC | CHARITABLE | $10,000 | |
| PENNSYLVANIA ACADEMY OF THE FINE ARTS | ||||||||
| 1301 CHERRY STREET | PHILADELPHIA | PA | 19107 | NONE | PUBLIC | CHARITABLE | $500 | |
| POLICE ATHLETIC LEAGUE OF PHILADELPHIA | ||||||||
| 2524 E CLEARFIELD STREET | PHILADELPHIA | PA | 19134 | NONE | PUBLIC | CHARITABLE | $10,000 | |
| RAIR INC | ||||||||
| 7333 MILNOR ST | PHILADELPHIA | PA | 19136 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| RESPECTABILITY | ||||||||
| 4340 EAST WEST HIGHWAY SUITE 350 | BETHESDA | MD | 20814 | NONE | PUBLIC | CHARITABLE | $120,000 | |
| THE FOOD TRUST | ||||||||
| 1617 JFK BLVD SUITE 900 | PHILADELPHIA | PA | 19123 | NONE | PUBLIC | CHARITABLE | $25,000 | |
| THE FRIENDSHIP CIRCLE | ||||||||
| 754 SOUTH 9TH STREET | PHILADELPHIA | PA | 19147 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| THE PARKINSON COUNCIL | ||||||||
| 111 PRESIDENTIAL BLVD SUITE 141 | BALA CYNWYD | PA | 19004 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| THE ROWAN UNIVERSITY FOUNDATION | ||||||||
| 201 MULLICA HILL ROAD | GLASSBORO | NJ | 08028 | NONE | PUBLIC | CHARITABLE | $15,000 | |
| THOMAS JEFFERSON UNIVERSITY | ||||||||
| 925 CHESTNUT STREET | PHILADELPHIA | PA | 19107 | NONE | PUBLIC | CHARITABLE | $10,000 | |
| TOBY AND RICHARD DAVIDOV MUSIC THERAPY ROOM | ||||||||
| 3400 CIVIC CENTER BLVD PO BOX | PHILADELPHIA | PA | 19104 | NONE | PUBLIC | CHARITABLE | $500 | 827790 |
| WOMEN'S BOARD - PENNSYLVANIA ACADEMY OF FINE ARTS | ||||||||
| 118-128 NORTH BROAD STREET | PHILADELPHIA | PA | 19102 | NONE | PUBLIC | CHARITABLE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,468,361 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $271,740 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $310,716 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,892 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $625,466 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,214,814 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,214,814 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT SCHWARTZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 821 EAST GATE DRIVE | AddressLine1Txt |
| City | MT LAUREL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $255,880 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,821.682 SHS OPPORTUNISTIC MIDCAP VALUE FUND | $103,358 | 2014-12-12 |
| 1 | 4,039.612 SHS EATON VANCE ATLANTA CAPITAL SMID-CAP FUND | $94,285 | 2014-12-12 |
| 1 | 6,828.794 SHS RIDGEWAORTH MID-CAP VALIE EQUITY FUND | $99,905 | 2014-12-12 |
| 1 | 5,284.586 SHS SUNAMERICA FOCUSED DIVIDEND STRATEGY FUND | $94,858 | 2014-12-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,300 | Amt |
| Net Investment Income | $6,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS ACCOUNT # 27736 - DETAIL AVAILABLE UPON REQUEST | $431,852 | $458,241 |
| UBS ACCOUNT # 27735 - DETAIL AVAILABLE UPON REQUEST | $637,569 | $1,351,812 |
| UBS ACCOUNT # 32919 - DETAIL AVAILABLE UPON REQUEST | $933,021 | $960,909 |
| STATE STREET - DETAIL AVAILABLE UPON REQUEST | $478,599 | $658,715 |
| UBS ACCOUNT # 55866 - DETAIL AVAILABLE UPON REQUEST | $490,529 | $479,454 |
| UBS ACCOUNT # 55867 - DETAIL AVAILABLE UPON REQUEST | $410,531 | $380,078 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEV. CORP FOR ISRAEL BONDS | AT COST | $1,353,420 | $1,353,420 |
| UBS ACCOUNT # 27735 - DETAIL AVAILABLE UPON REQUEST | AT COST | $15,538,612 | $19,317,225 |
| STATE STREET - DETAIL AVAILABLE UPON REQUEST | AT COST | $112,957 | $114,577 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $52,833 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $52,833 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Revenue And Expenses Per Books | $6,892 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,892 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,892 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SCHWARTZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 821 EAST GATE DRIVE | AddressLine1Txt |
| City | MT LAUREL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08054 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $16,348 | $0 | $0 |
| FOREIGN TAXES PAID | $1,614 | $1,614 | $0 |
| PA FILING FEE | $15 | $15 | $0 |
Comments