SCHWARTZ FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SCHWARTZ FOUNDATION (EIN 23-2267403)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-01-15
- IRS object ID
- 201530159349100308
- Schema version
- 2013v4.0
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-15T14:46:01-06:00 | ReturnTs |
| Tax Period End | 2014-08-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WITMER ROAD SUITE 350 | AddressLine1 |
| City | HORSHAM | City |
| State | PA | State |
| ZIP Code | 190442369 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MT LAUREL | City |
| State | NJ | State |
| ZIP Code | 08054 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SCHWARTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8567789200 | PhoneNum |
| Signature | 2015-01-13 | 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 | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,824,283 | 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 | $340,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $160,693 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $160,693 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $240,702 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $240,702 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $196,299 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,231,158 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $196,299 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $27,587 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27,587 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $965,281 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $625,281 | 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 | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,959 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,464 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,748 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49,648 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,207 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,862 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,488,966 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,488,966 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,565,173 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,862 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,492,716 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$599,892 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $570,419 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $224,695 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $318,644 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $318,644 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $83,776 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,034,993 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,227,109 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,793,922 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $1,442,827 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $989,729 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $977,059 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $16,273,995 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,924,912 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,734,658 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,060,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,460,394 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,824,283 | 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 | -$2,659,895 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,259,787 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,060,286 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,460,394 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,060,286 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,460,394 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,060,286 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$599,892 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,460,394 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,460,394 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS #27735 - SEE ATTACHED | P | 2013-09-01 | 2014-08-31 | $584,131 | $630,936 | -$46,805 | -$46,805 |
| UBS #27735 - SEE ATTACHED | P | 1993-12-21 | 2014-08-31 | $821,558 | $821,467 | $91 | $91 |
| UBS #27736 - SEE ATTACHED | P | 2013-09-01 | 2014-08-31 | $72,966 | $69,775 | $3,191 | $3,191 |
| UBS #27736 - SEE ATTACHED | P | 2009-03-25 | 2014-08-31 | $312,172 | $205,284 | $106,888 | $106,888 |
| UBS #32919 - SEE ATTACHED | P | 2013-09-01 | 2014-08-31 | $96,967 | $105,316 | -$8,349 | -$8,349 |
| UBS #32919 - SEE ATTACHED | P | 2009-06-11 | 2014-08-31 | $190,006 | $202,081 | -$12,075 | -$12,075 |
| CAPITAL GAINS DIVIDENDS | P | $153,358 | $153,358 | $153,358 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $196,299 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,439,467 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,884,137 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060269 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,284,390 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,462,914 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057178 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,417,787 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $23,317,701 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060803 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,351,492 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $21,611,214 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062537 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,186,002 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $22,186,814 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.143599 | DistributionYr5Rt |
| Total Distribution | 0.384386 | TotalDistributionRt |
| Average Distribution | 0.076877 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,713,081 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,976,745 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,704 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,982,449 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,492,716 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,408 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,408 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,408 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,900 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $7,491 | OverpaymentAmt |
| Applied To ES Tax | $7,491 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | 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 | AddressLine1 |
| City | MT LAUREL | City |
| State | NJ | State |
| ZIP Code | 08054 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| 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 | $25,835,806 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $268,845 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,104,651 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,104,651 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $391,570 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,713,081 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,285,654 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,285,654 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,408 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,408 | TotalTaxAmt |
| Distributable Before Adj | $1,274,246 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,274,246 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,274,246 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,492,716 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,492,716 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,492,716 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,274,246 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,088,319 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $281,577 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $263,835 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $170,109 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $258,848 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,062,688 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,492,716 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,274,246 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $218,470 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,281,158 | 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 | $2,088,319 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,192,839 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $281,577 | ExcessFromYear4Amt |
| Excess From Year3 | $263,835 | ExcessFromYear3Amt |
| Excess From Year2 | $170,109 | ExcessFromYear2Amt |
| Excess From Year1 | $258,848 | ExcessFromYear1Amt |
| Excess From Current Year | $218,470 | 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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABRAMSON CENTER FOR JEWISH LIFE | |||||||
| 1425 HORSHAM ROAD | NORTH WALES | PA | 19454 | NONE | PUBLIC | CHARITABLE | $1,800 |
| ADL | |||||||
| 1617 JFK BLVD 1160 | PHILADELPHIA | PA | 19103 | NONE | PUBLIC | CHARITABLE | $5,000 |
| ADULTS WITH DEVELOPMENTAL DISABILITIES | |||||||
| 261 OLD YORK ROAD A-50 | JENKINTOWN | PA | 19046 | NONE | PUBLIC | CHARITABLE | $3,000 |
| BETHESDA PROJECT | |||||||
| 1630 SOUTH STREET | PHILADELPHIA | PA | 19146 | NONE | PUBLIC | CHARITABLE | $30,000 |
| CHABAD | |||||||
| 625 MONTGOMERY AVENUE | MERION STATION | PA | 19066 | NONE | PUBLIC | CHARITABLE | $7,800 |
| CONGRETION RODEPH SHALOM | |||||||
| 615 N BROAD STREET | PHILADELPHIA | PA | 19123 | NONE | PUBLIC | CHARITABLE | $51,000 |
| 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 | $500,000 |
| FRATERNAL ORDER OF POLICE SURVIVORS FUND | |||||||
| 11630 CAROLINE ROAD | PHILADELPHIA | PA | 19154 | NONE | PUBLIC | CHARITABLE | $5,000 |
| FRIENDS OF OFANIM INC | |||||||
| 308 E LANCASTER AVE SUITE 300 | WYNNEWOOD | PA | 19096 | NONE | PUBLIC | CHARITABLE | $40,000 |
| GOLDEN SLIPPER CLUB & CHARITIES | |||||||
| 215 N PRESIDENTIAL BLVD- 1ST FLOOR | BALA CYNWYD | PA | 19004 | NONE | PUBLIC | CHARITABLE | $3,036 |
| INSTITUTE FOR ADVANCED EDUCATION - JAFFA | |||||||
| 171-06 76TH AVENUE | FLUSHING | NY | 11366 | NONE | PUBLIC | CHARITABLE | $310,000 |
| J'CHAI | |||||||
| 21 BALA AVENUE | BALA CYNWYD | PA | 19004 | NONE | PUBLIC | CHARITABLE | $96,220 |
| JEWISH EMPLOYMENT & VOCATIONAL SERVICES | |||||||
| 1845 WALNUT STREET | PHILADELPHIA | PA | 19103 | NONE | PUBLIC | CHARITABLE | $250 |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | |||||||
| 2100 ARCH STREET 5A | PHILADELPHIA | PA | 19103 | NONE | PUBLIC | CHARITABLE | $200,000 |
| JEWISH FEDERATION OF SOUTHERN NEW JERSEY | |||||||
| 1301 SPRINGDALE ROAD | CHERRY HILL | NJ | 08003 | NONE | PUBLIC | CHARITABLE | $7,500 |
| 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 | $3,000 |
| OROT | |||||||
| 604 HARPER AVENUE | JENKINTOWN | PA | 19046 | NONE | PUBLIC | CHARITABLE | $1,000 |
| THE ROWAN UNIVERSITY FOUNDATION | |||||||
| 201 MULLICA HILL ROAD | GLASSBORO | NJ | 08028 | NONE | PUBLIC | CHARITABLE | $5,000 |
| THOMAS JEFFERSON UNIVERSITY | |||||||
| 925 CHESTNUT STREET | PHILADELPHIA | PA | 19107 | NONE | PUBLIC | CHARITABLE | $2,500 |
| UNITED 2 CURE | |||||||
| 3515 GLEN HAVEN BLVD | HOUSTON | TX | 77025 | NONE | PUBLIC | CHARITABLE | $15,000 |
| WHYY | |||||||
| 150 N 6TH STREET | PHILADELPHIA | PA | 19106 | NONE | PUBLIC | CHARITABLE | $1,500 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 E 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC | CHARITABLE | $3,000 |
| JEWISH FUNDERS NETWORK | |||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | NONE | PUBLIC | CHARITABLE | $10,900 |
| MINDING YOUR MIND | |||||||
| 42 WEST LANCASTER AVENUE 2ND FLOOR | ARDMORE | PA | 19003 | NONE | PUBLIC | CHARITABLE | $7,200 |
| PALMYRA COVE ENVIRONMENTAL EDUCATION FOUNDATION | |||||||
| 1335 RT 73 | PALMYRA | NJ | 08065 | NONE | PUBLIC | CHARITABLE | $200 |
| POLICE ATHLETIC LEAGUE OF PHILADELPHIA | |||||||
| 2524 E CLEARFIELD STREET | PHILADELPHIA | PA | 19134 | NONE | PUBLIC | CHARITABLE | $10,000 |
| RESPECTABILITY | |||||||
| 4340 EAST WEST HIGHWAY SUITE 350 | BETHESDA | MD | 20814 | NONE | PUBLIC | CHARITABLE | $25,000 |
| THE FOOD TRUST | |||||||
| 1617 JFK BLVD SUITE 900 | PHILADELPHIA | PA | 19123 | NONE | PUBLIC | CHARITABLE | $25,000 |
| THE PARKINSON COUNCIL | |||||||
| 111 PRESIDENTIAL BLVD SUITE 141 | BALA CYNWYD | PA | 19004 | NONE | PUBLIC | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,488,966 | 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 | $160,693 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $240,702 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,587 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $196,299 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $625,281 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $625,281 | 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 | AddressLine1 |
| City | MT LAUREL | City |
| State | NJ | State |
| ZIP Code | 08054 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $340,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS ACCOUNT # 27736 | $1,232,561 | $1,770,616 |
| UBS ACCOUNT # 27735 | $658,014 | $1,441,823 |
| UBS ACCOUNT # 32919 | $874,935 | $908,939 |
| STATE STREET | $461,599 | $672,544 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
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 | $1,302,892 | $1,302,892 |
| UBS ACCOUNT # 27735 | AT COST | $14,520,063 | $19,312,381 |
| STATE STREET | AT COST | $101,957 | $119,385 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISC EXPENSES | $1,100 | $0 | $0 |
| INVESTMENT ADVISORY FEES | $49,648 | $49,648 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Revenue And Expenses Per Books | $27,587 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $27,587 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $27,587 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $16,495 | $0 | $0 |
| FOREIGN TAXES PAID | $1,449 | $1,449 | $0 |
| PA FILING FEE | $15 | $15 | $0 |
Comments