THE DOUG AND BETSEY SCHWAB AND FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE DOUG AND BETSEY SCHWAB AND FAMILY FOUNDATION INC (EIN 20-0856943)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-02
- IRS object ID
- 201531839349100953
- Schema version
- 2014v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-02T14:34:05-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200856943 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Doug and Betsey Schwab and Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DOUG | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| Address Line2 | Suite 123 | AddressLine2Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | elizabeth hurwitz schwab | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $589,540 | 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 | $416,389 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,572 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,572 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,478 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $325,843 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,115 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $440,440 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $94,688 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $3,649 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,649 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,774 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,555 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,978 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,679 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $232,583 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $232,583 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $243,561 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,679 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $238,108 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $196,879 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,009 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,640 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $306,906 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $306,906 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $340,330 | CorporateStockBOYAmt |
| Corporate Stock EOY | $257,943 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $282,634 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $367,970 | TotalAssetsBOYAmt |
| Total Assets EOY | $564,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $589,540 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $367,970 | RetainedEarningBOYAmt |
| Retained Earning EOY | $564,849 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $367,970 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $564,849 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $367,970 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $564,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $367,970 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $196,879 | ExcessRevenueOverExpensesAmt |
| Subtotal | $564,849 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $564,849 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $325,843 | $238,766 | $87,077 | $87,077 |
| Passthrough K1 Capital Gain | $38 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,115 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $75,727 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $410,855 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.184316 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $131,872 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $480,398 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.274506 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $118,883 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $357,904 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.332164 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $87,973 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $338,842 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.259628 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $127,633 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $394,564 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.323479 | DistributionYr5Rt |
| Total Distribution | 1.374093 | TotalDistributionRt |
| Average Distribution | 0.274819 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $345,612 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $94,981 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $910 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $95,891 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $238,108 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $910 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $910 | SubtotalAmt |
| Tax Based On Investment Income | $910 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $90 | OverpaymentAmt |
| Applied To ES Tax | $90 | AppliedToESTaxAmt |
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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Elizabeth J Hurwitz-Schwab | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 |
| Abraham Schwab | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 |
| Douglas Schwab | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Eli Schwab | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $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 | $328,314 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,561 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $350,875 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $350,875 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,263 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $345,612 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,281 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,281 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $910 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $910 | TotalTaxAmt |
| Distributable Before Adj | $16,371 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,371 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,371 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $238,108 | 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 | $238,108 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $910 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $237,198 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,371 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $108,163 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $71,325 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $102,756 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $108,124 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,158 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $446,526 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $238,108 | QualifyingDistributionsAmt |
| Applied To Current Year | $16,371 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $221,737 | RemainingDistriFromCorpusAmt |
| Total Corpus | $668,263 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $108,163 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $560,100 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $71,325 | ExcessFromYear4Amt |
| Excess From Year3 | $102,756 | ExcessFromYear3Amt |
| Excess From Year2 | $108,124 | ExcessFromYear2Amt |
| Excess From Year1 | $56,158 | ExcessFromYear1Amt |
| Excess From Current Year | $221,737 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DOUGLAS SCHWAB | ContributingManagerNm |
| Contributing Manager | ELIZABETH J HURWITZ-SCHWAB | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLEGANY ARTS COUNCIL INC | |||||||
| 9 N CENTRE ST | CUMBERLAND | MD | 21502 | N/A | PC | Charitable Event | $750 |
| ALLEGANY HIGH SCHOOL ACADEMIC ENDOWMENT FUND | |||||||
| 50 BALTIMORE ST 4TH FL | CUMBERLAND | MD | 21502 | N/A | PC | Allegany High School Robotics Club/Team | $5,000 |
| B'ER CHAYIM CONGREGATION | |||||||
| 107 UNION ST | CUMBERLAND | MD | 21502 | N/A | PC | Building fund | $100,000 |
| B'ER CHAYIM CONGREGATION | |||||||
| 107 UNION ST | CUMBERLAND | MD | 21502 | N/A | PC | 2014 High Holiday Appeal | $1,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 1275 BEDFORD AVE | PITTSBURGH | PA | 15219 | N/A | PC | General & Unrestricted | $2,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 1275 BEDFORD AVE | PITTSBURGH | PA | 15219 | N/A | PC | 2014 Friends of Scouting Fund | $2,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 1275 BEDFORD AVE | PITTSBURGH | PA | 15219 | N/A | PC | Leadership Program | $2,000 |
| CHICAGO PUBLIC MEDIA INC | |||||||
| NAVY PIER 848 E GRAND AVE | CHICAGO | IL | 60611 | N/A | PC | General & Unrestricted | $1,000 |
| COUNTY UNITED WAY INC | |||||||
| 71 BALTIMORE ST 3RD FL | CUMBERLAND | MD | 21502 | N/A | PC | Imagination Library Fund | $500 |
| COUNTY UNITED WAY INC | |||||||
| 71 BALTIMORE ST 3RD FL | CUMBERLAND | MD | 21502 | N/A | PC | 2015 Campaign | $10,000 |
| EVERGREEN HERITAGE CENTER FOUNDATION INC | |||||||
| 101 BRADDOCK HTS | FROSTBURG | MD | 21532 | N/A | PC | General & Unrestricted | $1,000 |
| EVERGREEN HERITAGE CENTER FOUNDATION INC | |||||||
| 101 BRADDOCK HTS | FROSTBURG | MD | 21532 | N/A | PC | Kindergarten Pilot Program | $1,000 |
| FAMILY CRISIS RESOURCE CENTER INC | |||||||
| 146 BEDFORD ST | CUMBERLAND | MD | 21502 | N/A | PC | General & Unrestricted | $5,000 |
| FRIENDS AWARE INCORPORATED | |||||||
| 1601 HOLLAND ST | CUMBERLAND | MD | 21502 | N/A | PC | Capital Campaign | $25,000 |
| FROSTBURG STATE UNIVERSITY FOUNDATION | |||||||
| 101 BRADDOCK RD | FROSTBURG | MD | 21532 | N/A | PC | WFWM Fund | $1,000 |
| FROSTBURG STATE UNIVERSITY FOUNDATION | |||||||
| 101 BRADDOCK RD | FROSTBURG | MD | 21532 | N/A | PC | Cultural Event Series/Friends of Maryland Symphony Orchestra | $1,000 |
| INSPIRATION CORPORATION | |||||||
| 4554 N BROADWAY ST STE 207 | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $500 |
| MPT FOUNDATION INC | |||||||
| 11767 OWINGS MILLS BLVD | OWINGS MILLS | MD | 21117 | N/A | PC | Education program for teacher Ambassadors | $33,333 |
| NAMI CHICAGO | |||||||
| 1536 W CHICAGO AVE | CHICAGO | IL | 60642 | N/A | PC | General & Unrestricted | $500 |
| NATIONAL YOUTH SCIENCE FOUNDATION | |||||||
| PO BOX 3387 | CHARLESTON | WV | 25333 | N/A | PC | General & Unrestricted | $500 |
| NEO-FUTURISTS | |||||||
| 5153 N ASHLAND AVE | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $500 |
| PARENT COOPERATIVE FOR EARLY LEARNING INC | |||||||
| 5300 S SHORE DR | CHICAGO | IL | 60615 | N/A | PC | General & Unrestricted | $1,000 |
| PHILADELPHIA UNIVERSITY | |||||||
| 4201 HENRY AVE | PHILADELPHIA | PA | 19144 | N/A | PC | PhilaU Fund | $5,000 |
| PRIMO CENTER FOR WOMEN AND CHILDREN | |||||||
| 4241 W WASHINGTON BLVD | CHICAGO | IL | 60624 | N/A | PC | General & Unrestricted | $500 |
| PUBLIC KNOWLEDGE | |||||||
| 1818 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $1,000 |
| THE THRESHOLDS | |||||||
| 4101 N RAVENSWOOD AVE | CHICAGO | IL | 60613 | N/A | PC | General & Unrestricted | $500 |
| WAMBA CHARITIES INC | |||||||
| PO BOX 432 | CUMBERLAND | MD | 21501 | N/A | PC | 2014 Hooley Plunge Fund | $10,000 |
| WASHINGTON AND JEFFERSON COLLEGE | |||||||
| 60 S LINCOLN ST | WASHINGTON | PA | 15301 | N/A | PC | Annual Fund and Hurwitz-Schwab scholarship Fund | $20,000 |
| YMCA | |||||||
| 601 KELLY RD | CUMBERLAND | MD | 21502 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $232,583 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,572 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,478 | 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 | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,051 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,051 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Schwab Douglas | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 835 MacDonald Terrace | AddressLine1Txt |
| City | Cumberland | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $416,389 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ATLAS ENERGY LP ATLS, 1490 sh. | $64,271 | 2014-03-28 |
| 1 | WESTERN GAS PARTNERS, LP WES, 770 sh. | $50,408 | 2014-03-28 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALERIAN MLP ETF | $11,822 | $12,965 |
| BARON REAL ESTATE FD INSTI SHS | $16,025 | $19,579 |
| BLACKROCK GLOBAL LONG SHORT EQ | $31,918 | $32,521 |
| BLACKROCK STRAT INC OPP - INS | $28,142 | $27,697 |
| DOUBLELINE TOTAL RETURN BOND | $22,293 | $21,986 |
| ISHARES NASDAQ BIOTECHNOLOGY | $5,753 | $6,067 |
| ISHARES RUSSELL 2000 GROWTH IN | $10,961 | $15,662 |
| ISHARES S&P 500 GROWTH INDEX F | $17,683 | $27,900 |
| ISHARES TR S & P MIDCAP 400 IN | $9,400 | $15,928 |
| MATTHEWS ASIA PACIFIC EQUITY I | $19,905 | $18,759 |
| MORGAN STANLEY INSTITUTIONAL F | $17,769 | $17,213 |
| MSIF FRONTIER EMERGING MKTS PO | $15,663 | $15,623 |
| NUVEEN SYMPHONY CREDIT OPPORTU | $21,967 | $20,606 |
| VANGUARD DIVIDEND APPRECIATION | $7,682 | $8,116 |
| VANGUARD MSCI EUROPEAN ETF | $20,960 | $22,012 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,500 | $5,500 | |
| K-1 EXP DB COMMODITY INDEX | $30 | $30 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss DB COMMODITY INDEX TRACKING FUND | Desc |
| Revenue And Expenses Per Books | $1 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $3,649 | Amt |
| Net Investment Income | $3,649 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2014 | $1,000 |
| 990-PF Excise Tax for 2013 | $774 |
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