THE DOUG AND BETSEY SCHWAB AND FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE DOUG AND BETSEY SCHWAB AND FAMILY FOUNDATION INC (EIN 20-0856943)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-30
- IRS object ID
- 201411209349100701
- Schema version
- 2013v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-30T16:19:32-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | Foundation Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o 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 | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth Hurwitz Schwab | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $404,292 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,935 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,935 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,002 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $372,065 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,002 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $52,957 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,957 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $4,169 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,169 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $336 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,428 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $71 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,357 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,933 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,240 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,357 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,370 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,370 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $80,303 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,240 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,727 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,346 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,717 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,002 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,640 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,640 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $354,461 | CorporateStockBOYAmt |
| Corporate Stock EOY | $340,330 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $376,652 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $24,853 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $395,316 | TotalAssetsBOYAmt |
| Total Assets EOY | $367,970 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $404,292 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $395,316 | RetainedEarningBOYAmt |
| Retained Earning EOY | $367,970 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $395,316 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $367,970 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $395,316 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $367,970 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $395,316 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,346 | ExcessRevenueOverExpensesAmt |
| Subtotal | $367,970 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $367,970 | 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 | $372,065 | $331,647 | $40,418 | $40,418 |
| Passthrough K1 Capital Gain | -$416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,002 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $131,872 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $480,398 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.274506 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $118,883 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $357,904 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.332164 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $87,973 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $338,842 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.259628 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $127,633 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $394,564 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.323479 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $89,343 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $617,689 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.144641 | DistributionYr5Rt |
| Total Distribution | 1.334418 | TotalDistributionRt |
| Average Distribution | 0.266884 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $410,855 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $109,651 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $487 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $110,138 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,727 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $974 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $974 | SubtotalAmt |
| Tax Based On Investment Income | $974 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $774 | TaxDueAmt |
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 | false | 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 | co Foundation Source | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $399,093 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $417,112 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $417,112 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,257 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $410,855 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,543 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,543 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $974 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $974 | TotalTaxAmt |
| Distributable Before Adj | $19,569 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,569 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,569 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,727 | 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 | $75,727 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $75,727 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,569 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $58,601 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $108,163 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $71,325 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $102,756 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $108,124 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $448,969 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,727 | QualifyingDistributionsAmt |
| Applied To Current Year | $19,569 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,158 | RemainingDistriFromCorpusAmt |
| Total Corpus | $505,127 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $58,601 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $446,526 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $108,163 | ExcessFromYear4Amt |
| Excess From Year3 | $71,325 | ExcessFromYear3Amt |
| Excess From Year2 | $102,756 | ExcessFromYear2Amt |
| Excess From Year1 | $108,124 | ExcessFromYear1Amt |
| Excess From Current Year | $56,158 | 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 |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLEGANY ARTS COUNCIL INC | |||||||
| 9 N CENTRE ST | CUMBERLAND | MD | 21502 | N/A | PC | Wills Creek Survey award program | $750 |
| ALLEGANY ARTS COUNCIL INC | |||||||
| 9 N CENTRE ST | CUMBERLAND | MD | 21502 | N/A | PC | Sunday in the Park series | $1,500 |
| B'ER CHAYIM CONGREGATION | |||||||
| 107 UNION ST | CUMBERLAND | MD | 21502 | N/A | PC | High Holiday appeal | $1,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 14416 MCMULLEN HWY SW | CUMBERLAND | MD | 21502 | N/A | PC | Potomac Council Endowment Fund | $7,920 |
| BOY SCOUTS OF AMERICA | |||||||
| 14416 MCMULLEN HWY SW | CUMBERLAND | MD | 21502 | N/A | PC | Friends of Scouting Campaign | $5,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 14416 MCMULLEN HWY SW | CUMBERLAND | MD | 21502 | N/A | PC | unrestricted gift in memory of Leonard Schwab and Friends of Scouting Campaign | $10,000 |
| COUNTY UNITED WAY INC | |||||||
| 71 BALTIMORE ST 3RD FL | CUMBERLAND | MD | 21502 | N/A | PC | 2014 Legacy campaign | $10,000 |
| FAMILY CRISIS RESOURCE CENTER INC | |||||||
| 146 BEDFORD ST | CUMBERLAND | MD | 21502 | N/A | PC | General & Unrestricted | $5,000 |
| FROSTBURG STATE UNIVERSITY FOUNDATION | |||||||
| 101 BRADDOCK RD | FROSTBURG | MD | 21532 | N/A | PC | FSU Foundation/WFWM Program | $500 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | N/A | PC | General & Unrestricted | $2,000 |
| KID PAN ALLEY | |||||||
| PO BOX 38 | WASHINGTON | VA | 22747 | N/A | PC | General & Unrestricted | $1,000 |
| WASHINGTON AND JEFFERSON COLLEGE | |||||||
| 60 S LINCOLN ST | WASHINGTON | PA | 15301 | N/A | PC | Hurwitz-Schwab Scholarship and Annual Fund | $20,000 |
| WESTERN MARYLAND FOOD BANK INC | |||||||
| 816 FREDERICK ST | CUMBERLAND | MD | 21501 | N/A | PC | General & Unrestricted | $2,500 |
| WESTERN MARYLAND HEALTH SYSTEM FOUNDATION INC | |||||||
| PO BOX 539 | CUMBERLAND | MD | 21501 | N/A | SO I | Hospice Program | $200 |
| YMCA | |||||||
| 601 KELLY RD | CUMBERLAND | MD | 21502 | N/A | PC | Annual Campaign | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,370 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,935 | 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 | $40,002 | 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 | $6 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $52,957 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,957 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALERIAN MLP ETF | $19,942 | $22,415 |
| BARON REAL ESTATE FD INSTI SHS | $18,931 | $19,860 |
| BLACKROCK STRAT INC OPP - INS | $45,077 | $44,565 |
| DOUBLELINE TOTAL RETURN BOND | $32,730 | $31,655 |
| ISHARES RUSSELL 2000 GROWTH IN | $15,944 | $21,682 |
| ISHARES S&P 500 GROWTH INDEX F | $19,660 | $27,650 |
| ISHARES S&P 500 VALUE INDEX FU | $10,570 | $15,383 |
| ISHARES TR S & P MIDCAP 400 IN | $13,078 | $21,410 |
| MATTHEWS ASIA PACIFIC EQUITY I | $38,266 | $36,829 |
| NUVEEN SYMPHONY CREDIT OPPORTU | $22,970 | $22,930 |
| VANGUARD MSCI EUROPEAN ETF | $39,681 | $47,629 |
| VIRTUS SENIOR FLOATING RATE I | $22,809 | $22,632 |
| WISDOMTREE EMERGING MARKETS EQ | $20,069 | $18,626 |
| WISDOMTREE JAPAN DIVIDEND FUND | $20,603 | $23,386 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $7,332 | $7,332 | |
| K-1 Exp DB COMMODITY INDEX TRA | $71 | $71 | |
| 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 | $6 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $4,169 | Amt |
| Net Investment Income | $4,169 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2013 | $200 |
| 990-PF Excise Tax for 2012 | $136 |
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