Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
The Schwartz Family Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)c/o CSSC 65A Monroe Avenue
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Pittsford, NY14534
A Employer identification number

15-6017667
B Telephone number (see instructions)

(585) 248-0906
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$10,512,983
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 263,390 193,555  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 181,512
b Gross sales price for all assets on line 6a 1,496,255
7 Capital gain net income (from Part IV, line 2)... 181,512
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 444,902 375,067  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 5,799     2,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 4,400      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 10,104 9,354    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,192     1,000
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,533 1,235    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,028 10,589   3,000
25 Contributions, gifts, grants paid....... 227,445 242,445
26 Total expenses and disbursements. Add lines 24 and 25 256,473 10,589   245,445
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 188,429
b Net investment income (if negative, enter -0-) 364,478
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2    
2 Savings and temporary cash investments......... 1,130,750 1,272,379 1,272,379
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 1,625    
10a Investments—U.S. and state government obligations (attach schedule) 509,928 Click to see attachment100,434 106,655
b Investments—corporate stock (attach schedule)....... 3,391,156 Click to see attachment3,345,872 5,236,970
c Investments—corporate bonds (attach schedule)....... 616,367 Click to see attachment527,088 545,810
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,073,514 Click to see attachment3,659,293 3,351,169
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) 2,304,979 1,607,917  
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,028,321 10,512,983 10,512,983
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................. 15,000 4,797
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment750 Click to see attachment4,249
23 Total liabilities (add lines 17 through 22)......... 15,750 9,046
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 11,012,571 10,503,937
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 11,012,571 10,503,937
31 Total liabilities and net assets/fund balances (see instructions). 11,028,321 10,512,983
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
11,012,571
2
Enter amount from Part I, line 27a .....................
2
188,429
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
11,201,000
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
697,063
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
10,503,937
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a Capital gain dividends P 2014-12-31 2015-12-31
b 100000 U S T Note P 2008-12-04 2015-01-16
c 1000 General Mills P 2012-09-17 2015-02-23
d 118 Halyard P 2009-12-17 2015-02-23
e 1160 Nabors P 2009-12-17 2015-02-23
545 Noble P 2009-12-17 2015-02-23
181 Paragon P 2009-12-17 2015-02-23
300 Gilead Science P 2009-05-20 2015-03-16
2280 Mylan Inc exchanged for Mylan NV P 2009-12-17 2015-03-16
635 Nextera Energy P 2009-12-17 2015-03-16
640 Sempra Energy P 2009-12-17 2015-03-16
1000 Valero Energy P 2013-12-13 2015-03-16
1000 Ensco PLC P 2014-05-06 2015-03-16
1000 Total S A Sponsored ADR P 2013-12-13 2015-04-14
1000 Accenture P 2013-12-13 2015-06-25
565 ADT P 2009-12-17 2015-06-17
405 Apollo Group P 2009-12-17 2015-09-17
290 California Resources P 2009-01-22 2015-09-17
1265 Chevron Corp P 2009-12-17 2015-09-17
1000 EBay P 2013-10-25 2015-09-17
1500 Market Vectors Gold Miners P 2013-01-30 2015-09-17
1500 XCel Energy P 2014-07-22 2015-09-17
1000 Baxalta Inc P 2015-01-05 2015-09-17
1000 Baxter Intl P 2014-01-05 2015-09-17
1500 Freeport McMoran P 2015-04-13 2015-09-17
300000 Federal Home Loan Mtge Corp P 2005-11-14 2015-12-23
100000 BB&T Corp bond P 2005-11-14 2015-12-23
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 55,885 0 0 55,885
b 124,043 0 114,521 9,522
c 52,767 0 39,405 13,362
d 5,312 0 2,340 2,972
e 14,973 0 24,818 -9,845
9,861 0 19,592 -9,731
424 0 2,742 -2,318
29,596 0 7,331 22,265
131,561 0 42,087 89,474
64,285 0 35,123 29,162
68,050 0 35,352 32,698
57,656 0 46,344 11,312
19,784 0 51,701 -31,917
51,383 0 53,477 -2,094
99,153 0 74,749 24,404
20,377 0 12,875 7,502
4,741 0 24,794 -20,053
882 0 1,226 -344
99,478 0 97,563 1,915
25,978 0 20,534 5,444
20,346 0 64,814 -44,468
49,796 0 48,057 1,739
36,170 0 32,506 3,664
35,818 0 40,052 -4,234
17,934 0 27,966 -10,032
300,000 0 295,790 4,210
100,000 0 98,982 1,018
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a 0 0 0 55,885
b 0 0 0 9,522
c 0 0 0 13,362
d 0 0 0 2,972
e 0 0 0 -9,845
0 0 0 -9,731
0 0 0 -2,318
0 0 0 22,265
0 0 0 89,474
0 0 0 29,162
0 0 0 32,698
0 0 0 11,312
0 0 0 -31,917
0 0 0 -2,094
0 0 0 24,404
0 0 0 7,502
0 0 0 -20,053
0 0 0 -344
0 0 0 1,915
0 0 0 5,444
0 0 0 -44,468
0 0 0 1,739
0 0 0 3,664
0 0 0 -4,234
0 0 0 -10,032
0 0 0 4,210
0 0 0 1,018
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 181,512
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 -38,285
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 739,380 11,161,623 0.066243
2013 322,750 10,673,869 0.030237
2012 462,958 10,231,057 0.045250
2011 591,767 10,032,616 0.058984
2010 352,500 9,387,677 0.037549
2
Total of line 1, column (d) .....................
20.238263
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.047653
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
10,687,433
5
Multiply line 4 by line 3......................
5
509,288
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,645
7
Add lines 5 and 6........................
7
512,933
8
Enter qualifying distributions from Part XII, line 4.............
8
245,445
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 7,290
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,290
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,290
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 3,800
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,490
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,290
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet0 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCharitable Support Services Company Telephone no.bullet (585) 248-0960

    Located atbullet65A Monroe AvenuePittsfordNY ZIP+4bullet14534
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet2014, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BRADLEY W SCHWARTZ Pres and director
    1.00
    0 0 0
    2150 Buck Hollow Road
    Fairfax,VT05454
    LOIS ELLENOFF CO-CHAIRMAN AND DIRE
    1.00
    0 0 0
    50 East 89th Street Apt 7D
    New York,NY10128
    DOUGLAS ELLENOFF CO CHAIRMAN AND DIRE
    1.00
    0 0 0
    1345 Avenue of the Americas
    New York,NY10105
    GREGORY ELLENOFF TREASURER AND DIRECT
    1.00
    0 0 0
    755 Josephine
    Denver,CO80206
    MARGERY SCHWARTZ Director
    1.00
    0 0 0
    124 West Allen Street
    Winooski,VT05404
    DEBRA S ELLENOFF SECRETARY AND DIRECT
    1.00
    0 0 0
    215 East 68th Street
    New York,NY10065
    ERIC ELLENOFF Director
    1.00
    0 0 0
    755 Josephine
    Denver,CO80206
    KATHRYN SCHWARTZ Director
    1.00
    0 0 0
    2832 Sandstone Drive
    Norman,OK73071
    MARK SCHWARTZ Director
    1.00
    0 0 0
    102 Craig Lane
    Jeffersonville,VT05464
    Charitable Support Services LLC Foundation manager
    3.00
    5,799 0 0
    65A Monroe Avenue
    Pittsford,NY14534
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    9,586,568
    b
    Average of monthly cash balances.......................
    1b
    1,263,618
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,850,186
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    10,850,186
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    162,753
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,687,433
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    534,372
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    534,372
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    7,290
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,290
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    527,082
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    527,082
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    527,082
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    245,445
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    245,445
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    245,445
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 527,082
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 867
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 245,445
    a Applied to 2014, but not more than line 2a 867
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2015 distributable amount..... 244,578
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    282,504
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CHARITABLE SUPPORT SERVICES
    65A Monroe Avenue
    Pittsford,NY14534
    (585) 248-0960
    bThe form in which applications should be submitted and information and materials they should include:
    A SIGNED WRITTEN REQUEST FULLY DESCRIBING PURPOSE, ACTIVITY AND CURRENT EXEMPT STATUS OF REQUESTING ORGANIZATION
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ONLY ENTITIES MEETING THE QUALIFICATIONS AS DONEE ORGANIZATIONS OF A PRIVATE FOUNDATION ARE CONSIDERED.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    Al Sigl Center
    1000 Elmwood Avenue
    Rochester,NY14620
      public capital fund 0
    American Lung Association
    14 Wall Street Suite 8C
    New York,NY10005
      public medical research 0
    American Safe Climbing Assoiation
    P O Box 3691
    Boulder,CO80307
      public public safety 500
    Americans United for Separation of Church and State
    1901 L Street
    Washington,DC20036
      public public education 1,000
    Auburn School District Bob Dean Scholarship
    78 Thornton Avenue
    Auburn,NY13021
      public scholarship 0
    B'Nai Havurah
    6445 East Ohio Avenue
    Denver,CO80204
      public religious 2,000
    Bay Area Climbers Coalition
    956 62nd Street Unit 10
    Oakland,CA94608
      public advocacy 500
    Bay Area Underwater Explorers
    765 Spruce Street
    Berkeley,CA94707
      public environmental education 0
    Bella Foundation
    P O Box 20035
    Oklahoma City,OK73156
      public cruelty prevention 3,000
    Cambridge 360
    181 Main Street South
    Cambridge,VT05444
      public capital fund 6,000
    Camp Androscoggin
    601 West Street
    Harrison,NY10528
      public campership 1,000
    Cayuga County Museum of History and Art
    203 Genesee Street
    Auburn,NY13021
      public art preservation 2,500
    Center for the Arts Evergreen
    32003 Ellingwood Trail
    Evergreen,CO80439
      public art education 3,000
    Central Synagogue
    123 East 55th Street
    New York,NY10022
      public religious 3,620
    Charlotte Fire and Rescue
    170 Ferry Road
    Charlotte,VT05445
      public general fund 4,000
    Child Mind Institute
    445 Park Avenue
    New York,NY10022
      public childhood education 0
    Colorado Public Radio
    7409 S Alton Court
    Englewood,CO80112
      public public education 11,000
    Columbia University
    525 West 120th Street
    New York,NY10027
      public public education 16,500
    Cornell University
    Cornell University
    Ithaca,NY14850
      public education 2,000
    Deerfield Academy
    7 Boyden Lane
    Deerfield,MA01342
      public public education 1,000
    Doctors Without Borders
    333 7th Avenue
    New York,NY10001
      public emergency medical assistance 1,000
    Food and Shelter Inc
    104 West Comanche
    Norman,OK73069
      public indigent assistance 0
    Fordham Law School
    140 West 62nd Street
    New York,NY10023
      public education 0
    Fort Hill Cemetery Association
    19 Fort Street
    Auburn,NY13021
      public property maintenance 5,825
    Franklin County Humane Society
    30 Sunset Meadow
    Saint Albans,VT05478
      public cruelty prevention 1,000
    Girl Scouts of Western Oklahoma
    6100 North Robinson Ave
    Oklahoma City,OK73118
      public childhood development 0
    Hadassah
    50 West 58th Street
    New York,NY10019
      publicpublic religious and educational 3,500
    Hillel at Stanford
    565 Mayfield Avenue
    Stanford,CA94305
      public religious 500
    International Legal Foundation
    111 John Street
    New York,NY10038
      public legal assistance 0
    Judaism Your Way
    600 Grant Street
    Denver,CO80203
      public religious 2,500
    Keddem Congregation
    3900 Fabian Way
    Palo Alto,CA94303
      public religious 0
    Kent Denver School
    4000 East Quincy Avenue
    Englewood,CO80113
      public education 2,000
    KQED Public Media
    2601 Mariposa Street
    San Francisco,CA94110
      public public education 0
    Logan School
    1005 Yosemite Street
    Denver,CO80230
      public education 500
    Lucy Mackenzie Humane Society
    4832 VT Route 44
    Windsor,VT05089
      public cruelty prevention 0
    Matthew Bittker Mem'l Fd U of Chicago
    1170 East 58th Street
    Chicago,IL60637
      public medical education 250
    Matthew House
    43 Metcalf Drive
    Auburn,NY13021
      public hospice care 40,000
    Merry Go Round Playhouse Inc
    P O Box 506
    Auburn,NY13021
      public public event funding 0
    Ministro Ministries
    P O Box 1277
    Auburn,NY13021
      public capital improvement 0
    Monterey Bay Aquarium
    886 Cannery Row
    Monterey,CA93940
      public public education 500
    Mount Sinai Movement Disorder Research
    5 East 98th Street
    New York,NY10029
      public medical research 3,750
    Musical Theatre Festival Inc
    17 William Street
    Auburn,NY13021
      public capital improvement 0
    Nature Conservancy
    4245 North Fairfax Drive
    Arlington,VA22203
      public nature preservation 1,000
    New York Common Pantry
    8 East 109th Avenue
    New York,NY10029
      public indigent assistance 0
    New York Junior Tennis and Learning
    58-12 Queens Blvd Suite 1
    Woodside,NY11377
      public childhood recreation 1,000
    New York Society Library
    53 East 79th Street
    New York,NY10075
      public public education 1,000
    PEN American Center
    588 Broadway
    New York,NY10012
      public public education 500
    Ramapo for Children
    49 West 38th Street 5th Floor
    New York,NY10018
      public special needs recreation 500
    Scleroderma Foundation
    300 Rosewood Drive Suite 10
    Danvers,MA019231389
      public medical research and assistance 500
    Second Harvest Food Bank
    4001 North First Street
    San Jose,CA95134
      public indigent assistance 0
    Semester at Sea U of VA
    P O Box 400885
    Charlottesville,VA22904
      public public education 0
    Smith College
    P O Box 340029
    Boston,MA02241
      public public education 5,000
    St Mary's Church
    15 Clark Street
    Auburn,NY13021
      public organ restoration 0
    Stephen Gaynor School
    148 West Avenue
    New York,NY10024
      public public education 11,000
    Temple Sinai
    363 Penfield Road
    Rochester,NY14625
      public religious 10,500
    The Access Fund
    207 Canyon Road
    Boulder,CO80302
      public environmental protection 1,500
    The Episcopal School
    38 East 69th Street
    New York,NY10021
      public education 1,000
    The Masters School
    49 Clinton Avenue
    Dobbs Ferry,NY10522
      public education 0
    Town School
    540 East 76th Street
    New York,NY10021
      public enriched curriculum 6,000
    Trevor Day School
    4 East 90th Street
    New York,NY10128
      public childhood education 5,000
    Trinity School
    38 East 69th Street
    New York,NY10021
      public education 500
    True Colors Fund
    330 West 38th Street
    New York,NY10018
      public advocacy 500
    Tufts University
    P O Box 3306
    Boston,MA02241
      public education 2,000
    UJA Federation of New York
    130 East 59th Street
    New York,NY10022
      public advocacy 2,000
    University of Chicago Medicine
    5841 S Maryland Ave Mail Code 4069
    Chicago,IL60637
      public medical research 2,500
    Vermont Special Olympics
    16 Gregory Drive
    South Burlington,VT05403
      public youth development 0
    Water for People
    100 East Tenessee Avenue
    Denver,CO80209
      public economic development 0
    Weill Cornell Medical College
    1300 York Avenue
    New York,NY10065
      public education 1,000
    Wesleyan School
    Wesleyan Station
    Middletown,CT06459
      public education 5,000
    Wikimedia Foundation
    149 New Montgomery Street
    San Francisco,CA94105
      public public education 500
    Willow Domestic Violence Center
    P O Box 39601
    Rochester,NY14604
      public public safety 50,000
    Total .................................bullet 3a 227,445
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
             
    4 Dividends and interest from securities....     14 263,390  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 181,512  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   444,902  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13444,902
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AllOthProgRltdInvestmentsSch
    Name:
    The Schwartz Family Foundation Inc
    EIN:
    15-6017667
    Category Amount
    N/A  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 GainLossSaleOtherAssetsSch
    Name:
    The Schwartz Family Foundation Inc
    EIN:
    15-6017667
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Short term sales of securities         109,707 152,225     -42,518  
    Long term sales of securities         1,330,663 1,162,518     168,145  
    Capital gain dividends         55,885       55,885  

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    The Schwartz Family Foundation Inc
    EIN:
    15-6017667
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Corporate debt obligations 527,088 545,810

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    The Schwartz Family Foundation Inc
    EIN:
    15-6017667
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Common stock 3,345,872 5,236,970

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    The Schwartz Family Foundation Inc
    EIN:
    15-6017667
    US Government Securities - End of Year Book Value:

    100,434
    US Government Securities - End of Year Fair Market Value:

    106,655
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2015 InvestmentsOtherSchedule2
    Name:
    The Schwartz Family Foundation Inc
    EIN:
    15-6017667
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Exchange traded and mutual funds   3,659,293 3,351,169

    TY 2015 OtherDecreasesSchedule
    Name:
    The Schwartz Family Foundation Inc
    EIN:
    15-6017667
    Description Amount
    Securities valuation allowance 697,063


    TY 2015 OtherExpensesSchedule
    Name:
    The Schwartz Family Foundation Inc
    EIN:
    15-6017667
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal notice and office expenses 298      
    Amortization 1,235 1,235    


    TY 2015 OtherLiabilitiesSchedule
    Name:
    The Schwartz Family Foundation Inc
    EIN:
    15-6017667
    Description Beginning of Year - Book Value End of Year - Book Value
    State filing fee payable 750 750
    Federal excise tax payable   3,499
    State filing fee payable 750 750
    Federal excise tax payable   3,499


    TY 2015 OtherLiabilitiesSchedule
    Name:
    The Schwartz Family Foundation Inc
    EIN:
    15-6017667
    Description Beginning of Year - Book Value End of Year - Book Value
    State filing fee payable 750 750
    Federal excise tax payable   3,499
    State filing fee payable 750 750
    Federal excise tax payable   3,499


    TY 2015 TaxesSchedule
    Name:
    The Schwartz Family Foundation Inc
    EIN:
    15-6017667
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal excise tax 7,299 7,299    
    Foreign taxes paid 2,055 2,055    
    State filing fee 750