Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE SUSAN SCHWARTZ FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)15950 N DALLAS PARKWAY 600
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX75229
A Employer identification number

45-3550229
B Telephone number (see instructions)

(972) 661-1843
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,602,522J 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) 1,265,286
2 Check right arrow.............
3 Interest on savings and temporary cash investments 498 498  
4 Dividends and interest from securities... 39,045 48,195  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,080
b Gross sales price for all assets on line 6a 428,162
7 Capital gain net income (from Part IV, line 2)... 3,002
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)....... Click to see attachment
List of Attached Documents:
// Content
26 26  
12 Total. Add lines 1 through 11........ 1,306,935 51,721  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,830 2,415   2,415
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
14,710 14,710   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
618 616   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,158 17,741   2,415
25 Contributions, gifts, grants paid....... 101,275 101,275
26 Total expenses and disbursements. Add lines 24 and 25 121,433 17,741   103,690
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,185,502
b Net investment income (if negative, enter -0-) 33,980
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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 Savings and temporary cash investments......... 56,010 123,217 123,217
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
27,540 		27,540
b Investments—corporate stock (attach schedule)....... 863,292 Click to see attachment
List of Attached Documents:
// Content
1,954,047 		2,202,868
c Investments—corporate bonds (attach schedule)....... 250,000 Click to see attachment
List of Attached Documents:
// Content
250,000 		248,897
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,169,302 2,354,804 2,602,522
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,169,302 2,354,804
29 Total net assets or fund balances (see instructions)..... 1,169,302 2,354,804
30 Total liabilities and net assets/fund balances (see instructions). 1,169,302 2,354,804
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,169,302
2
Enter amount from Part I, line 27a .....................
2
1,185,502
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,354,804
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,354,804
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAIN DIVIDENDS      
c
d
e
(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 428,080   425,160 2,920
b 82     82
c
d
e
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       2,920
b       82
c
d
e
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 3,002
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  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 472
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 472
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 472
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,778
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,778
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,306
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,306 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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
 
No
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTX
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowSUSAN SCHWARTZ Telephone no.right arrow (972) 661-1843

Located atright arrow15950 N DALLAS PARKWAY STE 600DALLASTX ZIP+4right arrow75248
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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
SUSAN SCHWARTZ PRESIDENT
1.00 		0 0 0
15950 N DALLAS PKWY SUITE 600
DALLAS,TX75248
SUSAN SCHWARTZ TREASURER
1.00 		0 0 0
15950 N DALLAS PKWY SUITE 600
DALLAS,TX75248
ELIZABETH SCHWARTZ SECRETARY
1.00 		0 0 0
15950 N DALLAS PKWY SUITE 600
DALLAS,TX75248
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
1,382,483
b
Average of monthly cash balances.......................
1b
67,169
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,449,652
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,449,652
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
21,745
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,427,907
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
71,395
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
71,395
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
472
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
472
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
70,923
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
70,923
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
70,923
Part XI
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
103,690
b
Program-related investments—total from Part VIII-B..................
1b
0
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 XII, line 4. .......
4
103,690
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 70,923
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 3,919
b From 2019...... 4,081
c From 2020...... 10,584
d From 2021...... 42,961
e From 2022...... 34,697
f Total of lines 3a through e ........ 96,242
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 103,690
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 70,923
e Remaining amount distributed out of corpus 32,767
5 Excess distributions carryover applied to 2023. 0 0
(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 5 129,009
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		3,919
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		125,090
10 Analysis of line 9:
a Excess from 2019.... 4,081
b Excess from 2020.... 10,584
c Excess from 2021.... 42,961
d Excess from 2022.... 34,697
e Excess from 2023.... 32,767
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation 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).)
SUSAN SCHWARTZ
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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

EQUEST THERAPEUTIC HORSEMANSHIP

3800 TROY ROAD
WYLIE,TX75098 		N/A PC GENERAL PURPOSE 55,000

NATIONAL COUNCIL OF JEWISH WOMEN

3201 EARHART DR
CARROLLTON,TX75006 		N/A PC GENERAL PURPOSE 1,000

EQUEST WOMENS AUXILIARY

811 PEMBERTON HILL ROAD 4
DALLAS,TX75217 		N/A PC GENERAL PURPOSE 6,000

RISING STAR WORLD FOUNDATION

20900 WEST DIXIE HIGHWAY
AVENTURA,FL33180 		N/A PC GENERAL PURPOSE 3,500

CSL DALLAS

4801 SPRING VALLEY ROAD
DALLAS,TX75244 		N/A PC GENERAL PURPOSE 17,500

SPCA OF TEXAS

2400 LONE STAR DR
DALLAS,TX75212 		N/A PC GENERAL PURPOSE 275

TEMPLE EMMANUEL

501 ROBBINS ST
CLEBURNE,TX76031 		N/A PC GENERAL PURPOSE 7,500

FAITH COMMONS

6821 CAROLYNCREST DR
DALLAS,TX75214 		N/A PC GENERAL PURPOSE 500

DOCTORS WITHOUT BORDERS

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		N/A PC GENERAL PURPOSE 2,000

INTERNATIONAL RED CROSS

431 18TH ST NW
WASHINGTON,DC20006 		N/A PC GENERAL PURPOSE 6,000

UNRWA USA

PO BOX 18697
WASHINGTON,DC20006 		N/A PC GENERAL PURPOSE 2,000
Total .................................right arrow 3a 101,275
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		    14 498  
4 Dividends and interest from securities ....     14 39,045  
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 2,080  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER REVENUE 		    14 26  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 41,649 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
41,649
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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) (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) (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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE SUSAN SCHWARTZ FAMILY FOUNDATION
 
Employer identification number

45-3550229
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE SUSAN SCHWARTZ FAMILY FOUNDATION
  		Employer identification number
45-3550229
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
WAL-DOT FOUNDATION
 
7557 RAMBLER DR 268
 
DALLAS, TX75231

$ 1,265,286


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE SUSAN SCHWARTZ FAMILY FOUNDATION
  		Employer identification number

45-3550229
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE SUSAN SCHWARTZ FAMILY FOUNDATION
  		Employer identification number

45-3550229
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE SUSAN SCHWARTZ FAMILY FOUNDATION
EIN:
45-3550229
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,830 2,415   2,415

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE SUSAN SCHWARTZ FAMILY FOUNDATION
EIN:
45-3550229
Name of Bond End of Year Book Value End of Year Fair Market Value
OWL ROCK CAPITAL CORPORATION II ADV 250,000 248,897

TY 2023 InvestmentsCorpStockSchedule
Name:
THE SUSAN SCHWARTZ FAMILY FOUNDATION
EIN:
45-3550229
Name of Stock End of Year Book Value End of Year Fair Market Value
A N S Y S INC COM 3,324 3,992
ABB LTD 7,791 10,459
ABBOTT LABS 10,063 11,007
ABBVIE INC SHS 16,494 17,357
ACCENTURE PLC SHS 22,403 25,616
ADIDAS AG 2,789 3,058
ADOBE INC 6,966 8,352
ADVANCED ENERGY INDS INC 11,817 14,813
ADVNCD MICRO D INC 2,917 4,127
AIA GROUP LTD 8,395 7,573
AIR LIQUIDE 3,944 4,864
AIRBNB INC 1,662 1,906
AIRBUS SE 5,627 6,640
AKAMAI TECHNOLOGIES INC 7,053 8,048
ALBANY INTL CRP NEW CL A 10,934 13,161
ALIGN TECH INC 1,928 1,370
ALNYLAM PHARMACEUTICALS 1,048 1,148
ALPHABET INC SHS 15,194 17,334
AMADEUS IT GROUP SA 6,098 7,454
AMAZON COM INC 25,034 31,907
AMER EXPRESS COMPANY 17,758 21,544
AMERICA MOVIL SAB DE CV 1,955 2,093
AMERICAN TOWER REIT INC 8,640 11,010
AMPHENOL CORP CL A NEW 3,433 4,362
ANALOG DEVICES 9,730 11,715
ANHEUSER-BUSCH INBEV SA 3,703 4,388
AON PLC REG SHS 12,529 11,641
APPLE INC 48,684 56,219
ARCHROCK INC 9,665 13,798
ARTISTA NETWORK 2,806 3,297
ASML HLDG NV NY REG SHS 3,278 3,785
ASML HOLDING NV ORD SH 11,234 13,555
ASSA ABLOY AB SHS 1,790 2,132
ASTRAZENE CA PLC SHS 11,280 12,162
AUTOZONE INC NEVADA COM 8,210 10,342
B AND M EUROPEAN VALUE R 1,836 1,800
BEIGENE LTD 2,590 1,984
BHP GROUP LTD 1,905 2,236
BIO RAD LABS CL A 12,757 9,041
BLACKSTONE INC 2,468 3,404
BP PLC 4,680 4,314
BRITISH AMERICAN TOBACCO 6,454 5,823
BROADCOM INC 22,353 33,488
CABOT CORP 9,794 13,360
CANADIAN NATL RAILWAY CO 3,672 4,146
CAPGEMINI SE 4,318 5,004
CARLSBERG AS-B 6,005 5,396
CELSIUS HOLDINGS INC 2,291 2,344
CHENIERE ENERGY 2,196 2,219
CHEVRON CORP 16,601 17,303
CHIPOTLE MEXICAN GRILL 7,430 9,148
CHUBB LTD 9,087 10,170
CIE FINANCIERE RICHEMONT 1,141 1,375
CIGNA CORP REG SHS 15,143 16,769
CIRRUS LOGIC INC DEL 8,406 9,650
CITIGROUP INC COM NEW 5,530 6,533
COGNIZANT TECH SOLUTNS A 2,242 2,266
COMCAST CORP NEW CL A 28,519 26,222
CONNECTONE BANCORP INC 4,062 4,399
CONOCOPHILLIPS 17,025 17,643
DR HORTON INC 2,226 2,432
DAIICHI SANKYO CO LTD 3,800 3,680
DAIKIN INDUSTRIES 6367 3,610 3,587
DANONE S.A 3,106 3,436
DARLING INGREDIENTS INC 12,520 11,912
DASSAULT SYSTEMES SA 1,965 2,394
DBS GROUP HOLDINGS LTD 5,654 6,003
DEERE CO 3,051 3,199
DENNYS CORP 9,799 10,934
DIAGEO PLC SPSD ADR NEW 7,786 6,700
DIGI INTL INC 6,509 6,994
DIODES INC COM 11,053 11,434
DNB BANK ASA REG SHS 4,203 4,424
DOMINION ENERGY INC 8,579 7,896
DOORDASH INC REG SHS 2,475 2,571
DSV A/S 3,142 3,162
DUKE ENERGY CORP NEW 10,530 11,451
DUPONT DE NEMOURS INC 7,595 7,924
EASTGROUP PROPERTIES INC 9,536 10,645
EATON CORP PLC 18,962 24,323
EDWARDS LIFESCIENCE CRP 1,209 1,220
ELEVANCE HEALTH INC 8,600 9,431
ELI LILLY & CO 19,547 20,402
ENERSYS 10,721 13,024
ENGIE 5,011 5,767
ENPHASE ENERGY INC 6,606 7,908
ENTEGRIS INC MINNESOTA 5,635 6,119
ESSILORLUXOTTICA 7,342 8,225
EVERQUOTE INC CL A 6,481 8,495
EXACT SCIENCES CORP COM 3,023 3,033
EXXON MOBIL CORP COM 10,610 9,598
FB FINL CORP 10,900 13,230
FIDELITY NATL INFO SVCS 6,816 5,286
  1,444 1,206
FIRSTCASH HLDGS INC 7,448 8,346
FORMFACTOR INC 8,722 10,719
OUR CORNERS PROPERTY TR 6,887 7,135
FRANKLIN EL CO PV10CT 11,798 13,434
FREEPORT-MCMORAN INC 1,545 1,788
FUJITSU LTD 6702 3,049 3,622
GENL DYNAMICS CORP COM 9,936 10,906
GENMAB A/S 6,039 5,748
GIVAUDAN SA UNSP ADR 5,698 6,314
HACKETT GROUP INC/THE 8,492 8,835
HCA HEALTHCARE INC 1,155 1,353
HDFC BANK LTD ADR 5,382 5,771
HERMES INTL S A 5,235 6,359
HEXCEL CORP NEW COM 8,300 10,030
HITACHI CORP 6501 2,692 3,246
HONEYWELL INTL INC DEL 18,171 19,503
HONG KONG EXCHANGES AND 798 618
HORACE MANN EDUCTRS NEW 4,857 4,513
HUBSPOT INC 2,025 2,903
IBERDROLA SA, BILBAO 2,858 3,317
ILLINOIS TOOL WORKS INC 7,484 8,906
IMPERIAL BRANDS PLC 3,258 3,201
INDUSTRIA DE DISENO TEXT 4,778 6,751
INSPERITY INC 8,104 9,260
INTUIT INC COM 4,653 5,625
INTUITIVE SURGICAL INC 1,519 1,687
ITOCHU CORP ORD 8001 4,134 4,254
JABIL CIRCUIT INC 2,490 2,421
JACK IN THE BOX INC 8,231 8,979
JOHNSON AND JOHNSON COM 7,300 7,837
JPMORGAN CHASE & CO 27,807 31,809
KENVUE INC 7,983 8,074
KERING 6,425 6,171
KEYENCE CORP 6861 FN 6,374 6,169
KIMBALL ELECTRONICS INC 10,854 11,777
KKR & CO INC CL A 6,534 9,031
KLA CORP 4,944 6,976
KONINKLIJKE KPN NV FN 1,268 1,329
L OREAL 5,530 6,969
L.V.M.H. EUR 0.3 5,150 5,673
LAM RESEARCH CORP COM 2,891 3,916
LINDE PLC REG SHS 11,267 13,553
LITTELFUSE INC DEL COM 8,947 9,900
LONDON STK EXCHANGE GROU 9,497 10,877
LONZA GROUP AG 3,253 2,942
LOWE'S COMPANIES INC 23,083 26,261
LUXFER HOLDINGS PLC REG 4,893 4,041
MARRIOTT INTL INC NEW A 9,592 11,952
MARSH & MCLENNAN COS INC 17,790 18,947
MARUBENI CORP 8002 FN 3,555 3,446
MASTERCARD INC 21,782 24,311
MCDONALDS CORP COM 6,510 7,709
MCKESSON CORPORATION COM 14,184 18,056
MERCADOLIBRE INC 11,380 14,144
MERITAGE HOMES CORP 5,856 9,581
META PLATFORMS INC 19,269 23,715
MGP INGREDIENTS INC NEW 7,502 7,389
MICROSOFT CORP 71,142 82,353
MODERNA INC 544 497
MONDELEZ INTERNATIONAL 6,943 7,895
MONGODB INC CL A 1,709 2,044
MONOLITHIC PWR SYSTEMS 5,645 8,200
MONSTER BEVERAGE SHS 1,461 1,671
MOOG INC CL A 6,991 10,135
MORGAN STANLEY 10,800 12,216
MOTOROLA SOLUTIONS INC 12,444 14,715
MSCI INC 2,190 2,263
MTU AERO ENGINES AG 2,505 2,796
MYRIAD GENETICS INC 5,864 5,283
NASDAQ OMX GRP INC 7,725 8,081
NESTLE S A REP RG SH ADR 10,025 10,060
NESTLE SA CHAM UND VEVE 2,651 2,549
NETEASE INC REG SHS 2,011 1,783
NETFLIX COM INC 10,201 12,659
NEXTERA ENERGY INC SHS 9,341 9,840
NICE LTD ADR 1,437 1,596
NIDEC CORP 6594 2,295 1,495
NIPPON TEL & TEL 9432 4,645 4,863
NITORI HOLDINGS 3,253 3,214
NOKIA(AB)OY EUR0.06 1,677 1,359
NOMURA RESEARCH INST4307 3,354 3,723
NORTHROP GRUMMAN CORP 14,046 14,044
NOV INC 10,290 12,127
NOVO NORDISK A/S SHS 12,132 15,310
NVIDIA 15,896 22,285
NXP SEMICONDUCTORS N.V. 4,515 5,742
ON SEMICONDUCTOR CRP COM 1,300 1,336
ORACLE CORP $0.01 DEL 7,299 7,696
OXFORD INDUSTRIES 7,502 7,900
PACCAR INC 4,250 4,883
PACKAGING CORP AMERICA 5,141 5,702
PALO ALTO NETWORKS INC 3,260 3,539
PAPA JOHNS INTL INC 8,969 9,148
PEBBLEBROOK HOTEL TRUST 7,320 7,015
PENN ENTERTAINMENT INC 11,115 8,977
PEPSICO INC 13,582 14,267
PFIZER INC 13,798 10,854
PHILIP MORRIS INTL INC 7,880 7,903
PIONEER NATURAL RES CO 2,946 2,699
PNC FINCL SERVICES GROUP 4,339 5,729
PROGRESSIVE CRP OHIO 10,606 12,742
PROLOGIS INC 22,369 28,393
QUANTA SERVICES INC 2,041 2,374
RAYMOND JAMES FINL INC 6,718 7,917
RECKITT BENCKISER GROUP 3,816 3,455
RECRUIT HOLDINGS CO.LTD. 3,977 4,399
REGENERON PHARMACTCLS 7,511 8,783
RELX PLC 3,226 3,806
RTX CORP 7,947 8,077
S&P GLOBAL INC 7,702 9,251
SAFRAN SA 9,542 11,450
SALESFORCE INC 6,235 7,894
SANMINA CORP 12,104 13,305
SAP SE 11,269 13,108
SCHWAB CHARLES CORP NEW 9,389 10,595
SERVICE NOW INC 3,269 3,532
SHIN ETSU CHEMICAL 4063 4,849 6,925
SHOPIFY INC CL A 6,408 9,582
SIKA AG NAMEN-AKT 5,556 7,154
SMC CORP 6273 6,128 6,449
SOUTHERN COMPANY 9,787 10,518
SPOTIFY TECH S.A. REG 1,410 1,691
ST MICROELEC SIC 1.04EUR 5,378 6,647
STARBUCKS CORP 2,413 2,304
STEELCASE INC 'A' 6,464 7,774
STRAUMANN HLDG AG NAMEN- 4,118 4,833
SYNOPSYS INC 3,971 5,149
TAIWAN S MANUFCTRING ADR 7,792 8,528
TARGET CORP COM 9,045 9,685
TDK CORP 6762 3,350 4,193
TECHTARGET INC 13,394 10,981
TELEDYNE TECH INC 6,774 7,587
TENCENT HOLDINGS LTD SHS 4,103 3,497
TERUMO 4543 FN 2,016 2,000
TESLA INC 10,100 11,182
TEXAS INSTRUMENTS 8,779 10,398
TFI INTERNATIONAL INC 4,897 6,255
TJX COS INC NEW 8,430 9,850
TOKYO ELECTRON 8035 FN 3,576 4,658
TOTALENERGIES SE 12,271 13,133
TRADE (THE) DESK INC SHS 3,059 3,310
TRANE TECHNOLOGIES PLC 9,335 12,439
TRANSDIGM GROUP INC 4,151 5,058
TRIUMPH BANCORP INC SHS 6,809 9,301
UBER TECHNOLOGIES INC 6,062 9,174
UNI CHARM CO LTD 8113 FN 2,384 2,314
UNION PACIFIC CORP 16,869 19,895
UNITED FIRE GROUP INC 4,552 4,185
UNITED OVERSEAS BANK 6,219 6,255
UNITEDHEALTH GROUP INC 14,075 15,268
VIAVI SOLUTIONS INC 7,419 8,368
W W GRAINGER INCORP 3,925 4,143
WALMART INC 7,806 7,883
WEC ENERGY GROUP INC SHS 8,789 8,501
WESBANCO INC 8,008 9,160
WORLDLINE SA ACT. 1,761 2,485
WSFS FINANCIAL CORP 11,125 12,355
ZOETIS INC 8,651 9,864

TY 2023 InvestmentsGovtObligationsSch
Name:
THE SUSAN SCHWARTZ FAMILY FOUNDATION
EIN:
45-3550229
US Government Securities - End of Year Book Value:

27,540
US Government Securities - End of Year Fair Market Value:

27,540
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 OtherIncomeSchedule2
Name:
THE SUSAN SCHWARTZ FAMILY FOUNDATION
EIN:
45-3550229
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 26 26 26


TY 2023 OtherProfessionalFeesSchedule
Name:
THE SUSAN SCHWARTZ FAMILY FOUNDATION
EIN:
45-3550229
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 14,710 14,710   0


TY 2023 TaxesSchedule
Name:
THE SUSAN SCHWARTZ FAMILY FOUNDATION
EIN:
45-3550229
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 618 616   0