THE DOUG AND BETSEY SCHWAB AND FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE DOUG AND BETSEY SCHWAB AND FAMILY FOUNDATION INC (EIN 20-0856943)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-10
- IRS object ID
- 202621009349100832
- Schema version
- 2025v4.1
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-10T13:52:04-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth J Hurwitz-Schwab | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-04-02 | 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 | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $433,126 | 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 | $500,909 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $773 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $773 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,925 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,925 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,662 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $941,820 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $618,290 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $541,269 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $621,988 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,615 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,615 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,600 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,771 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,771 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,986 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,615 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,771 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $339,391 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $339,391 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $350,377 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,615 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $346,162 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $190,892 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $619,373 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,996 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $160,861 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $160,861 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $228,658 | CorporateStockBOYAmt |
| Corporate Stock EOY | $279,685 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $272,265 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $249,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $440,546 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $433,126 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $249,654 | RetainedEarningBOYAmt |
| Retained Earning EOY | $440,546 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $249,654 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $440,546 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $249,654 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $440,546 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $249,654 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $190,892 | ExcessRevenueOverExpensesAmt |
| Subtotal | $440,546 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $440,546 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $941,820 | GrossSalesPriceAmt |
| Cost Or Other Basis | $323,530 | CostOrOtherBasisAmt |
| Gain Or Loss | $618,290 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $618,290 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $618,290 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,609 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,609 | SubtotalAmt |
| Tax Based On Investment Income | $8,609 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $922 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $922 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7,687 | TaxDueAmt |
| Refund | $0 | RefundAmt |
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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Elizabeth J Hurwitz-Schwab | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Abraham Schwab | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Douglas Schwab | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Eli Schwab | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $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 | $255,037 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $325,858 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $325,858 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,888 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $320,970 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,049 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,049 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,609 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,609 | TotalTaxAmt |
| Distributable Before Adj | $7,440 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,440 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,440 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $346,162 | 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 | $346,162 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,440 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $95,079 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $47,886 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $174,882 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $259,970 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $381,977 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $959,794 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $346,162 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,440 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $338,722 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,298,516 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $95,079 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,203,437 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $47,886 | ExcessFromYear4Amt |
| Excess From Year3 | $174,882 | ExcessFromYear3Amt |
| Excess From Year2 | $259,970 | ExcessFromYear2Amt |
| Excess From Year1 | $381,977 | ExcessFromYear1Amt |
| Excess From Current Year | $338,722 | 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 (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCATES FOR TRANS EQUALITY EDUCATION FUND | |||||||
| 228 PARK AVE S PMB 38268 | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $2,000 |
| ALLEGANY ARTS COUNCIL INC | |||||||
| 109 BALTIMORE ST | CUMBERLAND | MD | 21502 | N/A | PC | Charitable Event | $3,500 |
| BEYOND LEGAL AID | |||||||
| 17 N STATE ST STE 1380 | CHICAGO | IL | 60602 | N/A | PC | General & Unrestricted | $10,000 |
| BLOCK CLUB CHICAGO NFP | |||||||
| 333 N MICHIGAN AVE 1000 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $1,000 |
| BRAVE SPACE ALLIANCE | |||||||
| 1515 E 52ND PL 3RD FL | CHICAGO | IL | 60615 | N/A | PC | General & Unrestricted | $1,000 |
| CARE FOR FRIENDS | |||||||
| 530 W FULLERTON PKWY | CHICAGO | IL | 60614 | N/A | PC | General & Unrestricted | $1,000 |
| CHICAGO COALITION TO END HOMELESSNESS | |||||||
| 70 E LAKE ST STE 720 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $1,000 |
| CHICAGO EDUCATION ADVOCACY COOPERATIVE | |||||||
| 1156 EAST 61ST ST N624 | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $1,000 |
| CHICAGO FREEDOM SCHOOL | |||||||
| PO BOX 4386 | CHICAGO | IL | 60680 | N/A | PC | Transformative Justice Law Project of Illinois | $1,000 |
| CHICAGO PUBLIC MEDIA INC | |||||||
| NAVY PIER 848 EAST GRAND AVE | CHICAGO | IL | 60611 | N/A | PC | General & Unrestricted | $1,000 |
| CHICAGO RECOVERING COMMUNITIES COALITION | |||||||
| 4628 W WASHINGTON BLVD | CHICAGO | IL | 60644 | N/A | PC | General & Unrestricted | $1,000 |
| COME BACK ALIVE INC | |||||||
| 1717 K ST NW STE 900 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $1,000 |
| COUNTY UNITED WAY INC | |||||||
| 115 S CENTRE ST STE 203 | CUMBERLAND | MD | 21502 | N/A | PC | General & Unrestricted | $12,750 |
| CREATIVE CHICAGO REUSE EXCHANGE | |||||||
| 5530 S SHORE DR | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $1,000 |
| CUMBERLAND SUMMER THEATER | |||||||
| 101 N JOHNSON ST | CUMBERLAND | MD | 21502 | N/A | PC | General & Unrestricted | $2,500 |
| CUMBERLAND SUMMER THEATER | |||||||
| 101 N JOHNSON ST | CUMBERLAND | MD | 21502 | N/A | PC | Charitable Event | $2,500 |
| ECOSYSTEMS OF CARE | |||||||
| 6400 S KIMBARK AVE | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $10,000 |
| ENLACE CHICAGO | |||||||
| 2759 S HARDING AVE | CHICAGO | IL | 60623 | N/A | PC | General & Unrestricted | $1,000 |
| EVERGREEN HERITAGE CENTER FOUNDATION INC | |||||||
| 101 BRADDOCK HTS | FROSTBURG | MD | 21532 | N/A | PC | elementary vegetable edibles fund and construction fund | $7,000 |
| EVERYMOM | |||||||
| 5200 S HYDE PARK BLVD | CHICAGO | IL | 60615 | N/A | PC | General & Unrestricted | $1,000 |
| FACING FORWARD TO END HOMELESSNESS | |||||||
| 642 N KEDZIE AVE | CHICAGO | IL | 60612 | N/A | PC | General & Unrestricted | $1,000 |
| FAMILY CRISIS RESOURCE CENTER INC | |||||||
| 146 BEDFORD ST | CUMBERLAND | MD | 21502 | N/A | PC | General & Unrestricted | $10,000 |
| FIGUEROA WU FAMILY FOUNDATION | |||||||
| 2124 S ASHLAND AVE | CHICAGO | IL | 60608 | N/A | PC | General & Unrestricted | $1,000 |
| FIRST PRESBYTERIAN CHURCH OF CHICAGO | |||||||
| 6400 SOUTH KIMBARK AVE | CHICAGO | IL | 60637 | N/A | PC | Neighbors United for Mutual Support Fund | $1,000 |
| FROSTBURG STATE UNIVERSITY FOUNDATION | |||||||
| 101 BRADDOCK RD | FROSTBURG | MD | 21532 | N/A | PC | Maryland Symphony Scholarship Fund | $5,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | N/A | PC | General & Unrestricted | $1,000 |
| GYRLS IN THE H O O D FOUNDATION | |||||||
| 944 W 71ST ST | CHICAGO | IL | 60621 | N/A | PC | General & Unrestricted | $1,000 |
| HACK FOUNDATION | |||||||
| 8605 SANTA MONICA BLVD PMB 86294 | W HOLLYWOOD | CA | 90069 | N/A | PC | Chicagoland Food Sovereignty Coalition | $1,000 |
| HIDDEN GENIUS PROJECT | |||||||
| 1441 FRANKLIN ST 4TH FLOOR | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $1,000 |
| HOPE CHICAGO INC | |||||||
| 303 E WACKER DR STE 360 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $1,000 |
| HYDE PARK AND KENWOOD INTERFAITH COUNCIL | |||||||
| 1448 E 53RD ST | CHICAGO | IL | 60615 | N/A | PC | Manos Entrelazadas South Side Alliance (MESA) | $1,000 |
| HYDE PARK REFUGEE PROJECT | |||||||
| 5500 S WOODLAWN AVE | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $1,000 |
| HYDE PARK SCHOOL OF DANCE | |||||||
| 5650 S WOODLAWN AVE | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $1,000 |
| ILLINOIS COALITION FOR IMMIGRANT AND REFUGEE RIGHT | |||||||
| 228 S WABASH AVE STE 800 | CHICAGO | IL | 60604 | N/A | PC | General & Unrestricted | $10,000 |
| INREACH | |||||||
| 228 PARK AVE SOUTH SUITE 90945 | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $1,000 |
| INSPIRATION CORPORATION | |||||||
| 3504 W LAKE ST | CHICAGO | IL | 60624 | N/A | PC | General & Unrestricted | $1,000 |
| INVISIBLE INSTITUTE | |||||||
| 6100 S BLACKSTONE AVE | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $10,000 |
| JEWISH MUSEUM | |||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | N/A | PC | Judaica Acquisitions Committee Fund | $7,500 |
| LIGHTHOUSE FOUNDATION OF CHICAGOLAND | |||||||
| 2335 N ORCHARD ST | CHICAGO | IL | 60614 | N/A | PC | General & Unrestricted | $1,000 |
| LITTLE VILLAGE COMMUNITY FOUNDATION CORP | |||||||
| 2501 S TRUMBULL AVE | CHICAGO | IL | 60623 | N/A | PC | General & Unrestricted | $1,000 |
| LITTLE VILLAGE ENVIRONMENTAL JUSTICE ORGANIZATION | |||||||
| 2501 S WHIPPLE ST | CHICAGO | IL | 60623 | N/A | PC | General & Unrestricted | $1,000 |
| LOST BOYZ INC | |||||||
| 1818 E 71ST ST | CHICAGO | IL | 60649 | N/A | PC | General & Unrestricted | $1,000 |
| LOWER EAST SIDE TENEMENT MUSEUM | |||||||
| 103 ORCHARD ST 4TH FL | NEW YORK | NY | 10002 | N/A | PC | National Teachers Institute at the Tenement Museum | $2,000 |
| MCDERMOTT CENTER | |||||||
| 120 N SANGAMON ST | CHICAGO | IL | 60607 | N/A | PC | General & Unrestricted | $1,000 |
| METROPOLITAN FAMILY SERVICES | |||||||
| 101 N WACKER DR 17TH FL | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $1,000 |
| MPT FOUNDATION INC | |||||||
| 11767 OWINGS MILLS BLVD | OWINGS MILLS | MD | 21117 | N/A | PC | General & Unrestricted | $2,000 |
| NATIONAL PUBLIC RADIO INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | N/A | PC | General & Unrestricted | $1,000 |
| NEW FOUNDATION OF HOPE | |||||||
| 8146 S KEDZIE AVE | CHICAGO | IL | 60652 | N/A | PC | General & Unrestricted | $1,000 |
| NEW LIFE CENTERS OF CHICAGOLAND NFP | |||||||
| 4101 W 51ST ST | CHICAGO | IL | 60632 | N/A | PC | General & Unrestricted | $10,000 |
| NIJC NFP | |||||||
| 111 W JACKSON BLVD STE 800 | CHICAGO | IL | 60604 | N/A | PC | General & Unrestricted | $1,000 |
| NOURISHING HOPE | |||||||
| 1716 W HUBBARD ST | CHICAGO | IL | 60622 | N/A | PC | General & Unrestricted | $1,000 |
| ONWARD NEIGHBORHOOD HOUSE | |||||||
| 5423 W DIVERSEY AVE | CHICAGO | IL | 60639 | N/A | PC | General & Unrestricted | $10,000 |
| OREGON STATE UNIVERSITY FOUNDATION | |||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | N/A | PC | Open Source Lab Fund | $1,000 |
| PALESTINE CHILDRENS RELIEF FUND | |||||||
| PO BOX 861716 | LOS ANGELES | CA | 90086 | N/A | PC | General & Unrestricted | $1,000 |
| RESURRECTION PROJECT | |||||||
| 1818 S PAULINA ST | CHICAGO | IL | 60608 | N/A | PC | General & Unrestricted | $10,000 |
| ROMAN SUSAN ART FOUNDATION NFP | |||||||
| 4750 N SHERIDAN RD STE 534 | CHICAGO | IL | 60640 | N/A | PC | PO Box Collective | $1,000 |
| SHEPHERDS HOPE LTD | |||||||
| PO BOX 21013 | CHICAGO | IL | 60621 | N/A | PC | General & Unrestricted | $1,000 |
| SIT STAY READ INC | |||||||
| 2849 N CLARK ST | CHICAGO | IL | 60657 | N/A | PC | General & Unrestricted | $1,000 |
| STREET VENDORS ASSOCIATION OF CHICAGO | |||||||
| 2500 S DRAKE AVE STE 400R | CHICAGO | IL | 60623 | N/A | PC | General & Unrestricted | $1,000 |
| THE TREVOR PROJECT INC | |||||||
| 2261 MARKET ST STE 5164 | SAN FRANCISCO | CA | 94114 | N/A | PC | General & Unrestricted | $1,000 |
| UNION FOR REFORM JUDAISM | |||||||
| 633 THIRD AVE - 7TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | WRJ YES Fund for RAC Legislative position and WRJ general fund | $72,000 |
| UNIVERSITY OF MARYLAND FOUNDATION INC | |||||||
| 3300 METZEROTT RD | ADELPHI | MD | 20783 | N/A | PC | UMCES Appalachian Laboratory | $32,641 |
| VILLAGEREACH | |||||||
| 210 S HUDSON ST STE 307 | SEATTLE | WA | 98134 | N/A | PC | General & Unrestricted | $1,000 |
| WAMBA CHARITIES INC | |||||||
| PO BOX 432 | CUMBERLAND | MD | 21501 | N/A | PC | Charitable Event | $10,000 |
| WESTERN MARYLAND FOOD BANK INC | |||||||
| 816 FREDERICK ST | CUMBERLAND | MD | 21501 | N/A | PC | General & Unrestricted | $1,000 |
| WESTERN MARYLAND HEALTH SYSTEM FOUNDATION INC | |||||||
| 12400 WILLOWBROOK RD | CUMBERLAND | MD | 21502 | N/A | SO I | Charitable Event | $1,000 |
| WINDOW TO THE WORLD | |||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60625 | N/A | PC | General & Unrestricted | $1,000 |
| WOMENS HEALTH CENTER OF MARYLAND | |||||||
| 17204 MCMULLEN HWY SW | CRESAPTOWN | MD | 21502 | N/A | PC | General & Unrestricted | $50,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,000 |
| BYP100 EDUCATION FUND | |||||||
| PO BOX 15254 | CHICAGO | IL | 60615 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $339,391 | 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 | $773 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,925 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,662 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $40,360 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,360 | 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 | Hurwitz-Schwab Elizabeth J | 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 | $500,909 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | APPLE INC AAPL, 718 sh. | $151,153 | 2025-07-16 |
| 1 | APPLE INC AAPL, 478 sh. | $100,629 | 2025-07-16 |
| 1 | MICROSOFT CORP MSFT, 395 sh. | $199,201 | 2025-07-16 |
| 1 | MICROSOFT CORP MSFT, 99 sh. | $49,926 | 2025-07-16 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $30,946 | $39,963 |
| MICROSOFT CORP | $22,189 | $21,279 |
| MORGAN STANLEY INST GLOBAL OPP | $82,546 | $74,219 |
| MORGAN STANLEY INSTITUTIONAL F | $48,087 | $40,817 |
| PIMCO INCOME FUND P CLASS | $68,311 | $69,793 |
| WCM FOCUSED INTL GROWTH FUNDS | $27,606 | $26,194 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2025, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $339,391. This amount represents 25% or more of the Foundation's net assets of $281,596 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2025. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $6,746 | $6,746 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $2,615 | Amt |
| Net Investment Income | $2,615 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $900 |
| 990-PF Extension for 2024 | $700 |
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