2015-07-02T14:34:05-05:00 2014-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2014-01-01 200856943 The Doug and Betsey Schwab and Family Foundation Inc % Foundation Source DOUG 8008391754 Foundation Source 501 Silverside Rd Suite 123 Wilmington DE 198091377 elizabeth hurwitz schwab president 8008391754 2015-06-29 true Jeffrey D Haskell P01345770 8008391754 2014 2016-04-25 22:37:26Z X 589540 X 416389 7572 7572 16478 325843 87115 1 1 440440 94688 3649 3649 1774 5555 30 5525 10978 3679 5525 232583 232583 243561 3679 238108 196879 91009 27640 306906 306906 340330 257943 282634 367970 564849 589540 0 X 367970 564849 367970 564849 367970 564849 367970 196879 564849 564849 Publicly-traded Securities 325843 238766 87077 87077 Passthrough K1 Capital Gain 38 87115 false 75727 410855 0.184316 131872 480398 0.274506 118883 357904 0.332164 87973 338842 0.259628 127633 394564 0.323479 1.374093 0.274819 345612 94981 910 95891 238108 X 910 910 910 1000 1000 X 90 90 false false false false false false true true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false 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 328314 22561 0 350875 0 350875 5263 345612 17281 17281 910 910 16371 16371 16371 238108 0 0 0 0 238108 910 237198 16371 2012 2011 2010 108163 71325 102756 108124 56158 446526 238108 16371 221737 668263 0 108163 560100 71325 102756 108124 56158 221737 DOUGLAS SCHWAB ELIZABETH J HURWITZ-SCHWAB X 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 5000 B'ER CHAYIM CONGREGATION 107 UNION ST CUMBERLAND MD 21502 N/A PC Building fund 100000 B'ER CHAYIM CONGREGATION 107 UNION ST CUMBERLAND MD 21502 N/A PC 2014 High Holiday Appeal 1000 BOY SCOUTS OF AMERICA 1275 BEDFORD AVE PITTSBURGH PA 15219 N/A PC General & Unrestricted 2000 BOY SCOUTS OF AMERICA 1275 BEDFORD AVE PITTSBURGH PA 15219 N/A PC 2014 Friends of Scouting Fund 2000 BOY SCOUTS OF AMERICA 1275 BEDFORD AVE PITTSBURGH PA 15219 N/A PC Leadership Program 2000 CHICAGO PUBLIC MEDIA INC NAVY PIER 848 E GRAND AVE CHICAGO IL 60611 N/A PC General & Unrestricted 1000 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 10000 EVERGREEN HERITAGE CENTER FOUNDATION INC 101 BRADDOCK HTS FROSTBURG MD 21532 N/A PC General & Unrestricted 1000 EVERGREEN HERITAGE CENTER FOUNDATION INC 101 BRADDOCK HTS FROSTBURG MD 21532 N/A PC Kindergarten Pilot Program 1000 FAMILY CRISIS RESOURCE CENTER INC 146 BEDFORD ST CUMBERLAND MD 21502 N/A PC General & Unrestricted 5000 FRIENDS AWARE INCORPORATED 1601 HOLLAND ST CUMBERLAND MD 21502 N/A PC Capital Campaign 25000 FROSTBURG STATE UNIVERSITY FOUNDATION 101 BRADDOCK RD FROSTBURG MD 21532 N/A PC WFWM Fund 1000 FROSTBURG STATE UNIVERSITY FOUNDATION 101 BRADDOCK RD FROSTBURG MD 21532 N/A PC Cultural Event Series/Friends of Maryland Symphony Orchestra 1000 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 33333 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 1000 PHILADELPHIA UNIVERSITY 4201 HENRY AVE PHILADELPHIA PA 19144 N/A PC PhilaU Fund 5000 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 1000 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 10000 WASHINGTON AND JEFFERSON COLLEGE 60 S LINCOLN ST WASHINGTON PA 15301 N/A PC Annual Fund and Hurwitz-Schwab scholarship Fund 20000 YMCA 601 KELLY RD CUMBERLAND MD 21502 N/A PC General & Unrestricted 1000 232583 14 7572 18 16478 K-1 Inc/Loss 14 1 24051 24051 false false false false false false false false false false X X 1 Schwab Douglas 835 MacDonald Terrace Cumberland MD 21502 416389 X X 1 ATLAS ENERGY LP ATLS, 1490 sh. 64271 2014-03-28 1 WESTERN GAS PARTNERS, LP WES, 770 sh. 50408 2014-03-28 ALERIAN MLP ETF 11822 12965 BARON REAL ESTATE FD INSTI SHS 16025 19579 BLACKROCK GLOBAL LONG SHORT EQ 31918 32521 BLACKROCK STRAT INC OPP - INS 28142 27697 DOUBLELINE TOTAL RETURN BOND 22293 21986 ISHARES NASDAQ BIOTECHNOLOGY 5753 6067 ISHARES RUSSELL 2000 GROWTH IN 10961 15662 ISHARES S&P 500 GROWTH INDEX F 17683 27900 ISHARES TR S & P MIDCAP 400 IN 9400 15928 MATTHEWS ASIA PACIFIC EQUITY I 19905 18759 MORGAN STANLEY INSTITUTIONAL F 17769 17213 MSIF FRONTIER EMERGING MKTS PO 15663 15623 NUVEEN SYMPHONY CREDIT OPPORTU 21967 20606 VANGUARD DIVIDEND APPRECIATION 7682 8116 VANGUARD MSCI EUROPEAN ETF 20960 22012 Administrative Fees 5500 5500 K-1 EXP DB COMMODITY INDEX 30 30 State or Local Filing Fees 25 25 K-1 Inc/Loss DB COMMODITY INDEX TRACKING FUND 1 1 Investment Management Services 3649 3649 990-PF Estimated Tax for 2014 1000 990-PF Excise Tax for 2013 774