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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$2,802,080J 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) 4,448
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,227 2,696  
4 Dividends and interest from securities... 61,408 78,981  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 114,534
b Gross sales price for all assets on line 6a 1,085,468
7 Capital gain net income (from Part IV, line 2)... 117,807
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
821 821  
12 Total. Add lines 1 through 11........ 183,438 200,305  
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
10,150 5,075   5,075
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
32,139 32,636   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,604 2,220   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.......... 43,893 39,931   5,075
25 Contributions, gifts, grants paid....... 88,489 88,489
26 Total expenses and disbursements. Add lines 24 and 25 132,382 39,931   93,564
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 51,056
b Net investment income (if negative, enter -0-) 160,374
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 123,217 78,560 78,560
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) 27,540 Click to see attachment
List of Attached Documents:
// Content
10,463 		10,463
b Investments—corporate stock (attach schedule)....... 1,954,047 Click to see attachment
List of Attached Documents:
// Content
2,066,837 		2,470,499
c Investments—corporate bonds (attach schedule)....... 250,000 Click to see attachment
List of Attached Documents:
// Content
250,000 		242,558
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) 2,354,804 2,405,860 2,802,080
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 2,354,804 2,405,860
29 Total net assets or fund balances (see instructions)..... 2,354,804 2,405,860
30 Total liabilities and net assets/fund balances (see instructions). 2,354,804 2,405,860
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
2,354,804
2
Enter amount from Part I, line 27a .....................
2
51,056
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,405,860
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
2,405,860
Form 990-PF (2024)
Form 990-PF (2024)
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 P    
b CAPITAL GAIN DISTRIBUTION P    
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 1,085,317   967,661 117,656
b 151     151
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       117,656
b       151
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 2 117,807
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 2,229
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 2,229
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 2,229
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,306
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 1,306
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 9 923
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
2,666,048
b
Average of monthly cash balances.......................
1b
76,519
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,742,567
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
2,742,567
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
41,139
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,701,428
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
135,071
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
135,071
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,229
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,229
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
132,842
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
132,842
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
132,842
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
93,564
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
93,564
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 132,842
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 4,081
b From 2020...... 10,584
c From 2021...... 42,961
d From 2022...... 34,697
e From 2023...... 32,767
f Total of lines 3a through e ........ 125,090
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 93,564
a Applied to 2023, 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 2024 distributable amount..... 93,564
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 39,278 39,278
(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 85,812
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		85,812
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 18,348
c Excess from 2022.... 34,697
d Excess from 2023.... 32,767
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

COMMUNITY HOMES FOR ADULTS

11615 FOREST CENTRAL DR SUITE 100
DALLAS,TX75243 		N/A PC GENERAL PURPOSE 2,500

DWELL WITH DIGNITY

1127 CONVEYOR LANE
DALLAS,TX75247 		N/A PC GENERAL PURPOSE 6,389

EQUEST THERAPEUTIC HORSEMANSHIP

3800 TROY ROAD
WYLIE,TX75098 		N/A PC GENERAL PURPOSE 60,000

EQUEST WOMEN'S AUXILIARY

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

FRACTURED ATLAS

228 PARK AVE S 56651
NEW YORK,NY10003 		N/A PC GENERAL PURPOSE 1,000

JUST VISION

1835 7TH STREET NW SUITE 110
WASHINGTON,DC20001 		N/A PC GENERAL PURPOSE 1,000

NATIONAL COUNCIL OF JEWISH WOMEN

3201 EARHART DR
CARROLLTON,TX75006 		N/A PC GENERAL PURPOSE 2,000

RISING STAR WORLD FOUNDATION

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

TEMPLE EMANUEL

501 ROBBINS ST
CLEBURNE,TX76031 		N/A PC GENERAL PURPOSE 6,000

WORLD WILDLIFE FUND

1250 24TH STREET NW
WASHINGTON,DC20037 		N/A PC GENERAL PURPOSE 100
Total .................................right arrow 3a 88,489
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2,227  
4 Dividends and interest from securities ....     14 61,408  
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 ............ 		    18 114,534  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER REVENUE 		    14 821  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 178,990 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
178,990
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE SUSAN SCHWARTZ FAMILY FOUNDATION
EIN:
45-3550229
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 10,150 5,075   5,075

TY 2024 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 250,000 242,558

TY 2024 InvestmentsCorpStockSchedule
Name:
THE SUSAN SCHWARTZ FAMILY FOUNDATION
EIN:
45-3550229
Name of Stock End of Year Book Value End of Year Fair Market Value
ABB LTD 7,150 11,360
ABBOTT LABS 24,606 26,920
ABBVIE INC SHS 18,585 22,035
ACCENTURE PLC SHS 22,537 26,384
ADIDAS AG 2,789 3,696
ADVANCED ENERGY INDS INC 12,531 16,419
AIA GROUP LTD 8,733 6,617
AIR LIQUIDE 4,249 4,712
AIRBUS SE 5,928 7,212
AKAMAI TECHNOLOGIES INC 10,702 10,235
ALBANY INTL CRP NEW CL A 11,858 11,676
ALIBABA GROUP HOLDINGS 1,436 1,187
ALPHABET INC SHS 18,817 26,471
AMADEUS IT GROUP SA 8,846 9,958
AMAZON COM INC 22,142 38,174
AMER EXPRESS COMPANY 13,405 26,711
AMERICAN TOWER REIT INC 8,496 9,171
AMPHENOL CORP CL A NEW 10,743 12,918
ANALOG DEVICES 9,797 12,535
ANHEUSER-BUSCH INBEV SA 6,694 5,446
AON PLC REG SHS 13,167 15,085
APPLE INC 67,285 89,400
APPLOVIN CORP COM 2,192 2,591
ARCHROCK INC 9,473 18,593
ARTISTA NETWORK 3,265 5,748
ASHTEAD GROUP PLC 5,096 3,980
ASML HOLDING NV ORD SH 8,431 9,839
ASTRAZENECA PLC SHS 9,419 9,702
AUTOZONE INC NEVADA COM 6,541 9,606
B AND M EUROPEAN VALUE R 1,911 1,223
BAE SYSTEMS PLC 5,698 5,236
BEIGENE LTD 2,278 2,401
BERKSHIRE HATHAWAY INC 5,226 4,986
BHP GROUP LTD 1,905 1,592
BIO RAD LABS CL A 15,409 12,155
BLACKSTONE INC 4,570 6,207
BOEING COMPANY 14,301 12,744
BP PLC 4,830 3,706
BRITISH AMERICAN TOBACCO 2,708 3,246
BROADCOM INC 16,210 41,036
CABOT CORP 6,879 8,948
CANADIAN NATL RAILWAY CO 6,851 5,888
CAPGEMINI SE 7,818 6,878
CARLSBERG AS-B 4,556 3,361
CHEVRON CORP 9,482 9,125
CHIPOTLE MEXICAN GRILL 886 1,447
CHUBB LTD 7,914 10,499
CHUGAI PHARM LTD 3,243 2,894
CIGNA CORP REG SHS 19,740 19,330
CIRRUS LOGIC INC DEL 8,777 11,850
CITIGROUP INC COM NEW 5,546 8,940
COCA COLA COM 6,520 5,852
COMCAST CORP NEW CL A 9,568 8,332
CONNECTONE BANCORP INC 6,701 6,667
CONOCOPHILLIPS 19,145 16,859
DR HORTON INC 8,712 7,690
DAIICHI SANKYO CO LTD 6,905 6,506
DAIKIN INDUSTRIES 6367 4,191 3,442
DANONE S.A 3,179 3,641
DARLING INGREDIENTS INC 15,360 10,713
DBS GROUP HOLDINGS LTD 5,290 7,788
DENNYS CORP 10,277 6,528
DEUTSCHE BK REGD NPV 4,004 4,351
DIAGEO PLC SPSD ADR NEW 10,507 8,645
DIGI INTL INC 9,012 10,883
DIODES INC COM 3,932 3,392
DNB BANK ASA REG SHS 4,366 4,308
DOMINION ENERGY INC 13,400 13,627
DOORDASH INC REG SHS 3,058 5,033
DSV A/S 4,807 6,171
DUKE ENERGY CORP NEW 10,654 12,821
EASTGROUP PROPERTIES INC 10,227 9,950
EATON CORP PLC 13,749 22,567
EDWARDS LIFESCIENCE CRP 1,070 962
ELEVANCE HEALTH INC 8,219 7,009
ELI LILLY & CO 9,741 12,352
ENERSYS 11,550 12,663
ENGIE 4,968 5,374
ENTEGRIS INC MINNESOTA 6,915 6,835
EPIROC AB REG SHS 8,183 7,724
ESSILORLUXOTTICA 7,854 10,490
EVOLUTION AB 2,471 2,085
EXXON MOBIL CORP COM 27,374 26,247
FAIR ISAAC CORPORATION 8,957 11,946
FB FINL CORP 10,038 16,020
FERRARI NV 3,429 3,425
FIRSTCASH HLDGS INC 9,072 9,531
FORMFACTOR INC 8,623 10,868
FOUR CORNERS PROPERTY TR 9,282 10,042
FRANKLIN EL CO PV10CT 12,940 14,618
FUJITSU LTD 6702 3,005 4,221
GENL DYNAMICS CORP COM 10,525 11,594
GENMAB A/S 4,550 3,116
GIVAUDAN SA UNSP ADR 5,907 6,792
GOLDMAN SACHS GROUP INC 4,402 5,154
HACKETT GROUP INC/THE 9,134 12,749
HELEN OF TROY LTD 9,653 7,898
HERMES INTL S A 5,235 7,213
HEXCEL CORP NEW COM 10,549 10,784
HITACHI CORP 6501 4,449 7,263
HOME DEPOT INC 2,455 2,334
HONEYWELL INTL INC DEL 7,029 8,810
HONG KONG EXCHANGES AND 3,141 3,947
HORACE MANN EDUCTRS NEW 3,822 4,472
HOYA CORP 2,503 2,521
HUBSPOT INC 2,025 3,484
IBERDROLA SA, BILBAO 2,971 3,581
ILLINOIS TOOL WORKS INC 7,484 8,621
IMPERIAL BRANDS PLC 3,092 4,221
INDUSTRIA DE DISENO TEXT 5,076 7,967
INSPERITY INC 11,173 8,604
INTL BUSINESS MACHINES 5,075 5,056
INTUIT INC COM 3,554 4,400
INTUITIVE SURGICAL INC 7,774 9,917
ITOCHU CORP ORD 8001 7,661 9,018
JACK IN THE BOX INC 12,650 7,953
JOHNSON AND JOHNSON COM 15,621 15,185
JPMORGAN CHASE & CO 25,821 41,949
KENVUE INC 8,229 8,369
KEYENCE CORP 6861 FN 6,837 6,167
KIMBALL ELECTRONICS INC 11,312 8,653
KKR & CO INC CL A 9,769 18,193
KLA CORP 4,607 6,931
KONINKLIJKE KPN NV FN 3,742 3,738
L OREAL 8,274 7,080
L.V.M.H. EUR 0.3 7,602 7,239
LAM RESH CORP 2,015 1,661
LINDE PLC REG SHS 11,099 13,397
LITTELFUSE INC DEL COM 9,468 9,190
LONDON STK EXCHANGE GROU 9,908 13,427
LOWE'S COMPANIES INC 15,199 19,991
LUXFER HOLDINGS PLC REG 8,440 9,490
MARRIOTT INTL INC NEW A 7,802 10,879
MARSH & MCLENNAN COS INC 17,739 21,029
MARUBENI CORP 8002 FN 3,277 3,090
MASTERCARD INC 22,838 30,014
MCDONALDS CORP COM 14,660 16,234
MCKESSON CORPORATION COM 16,013 22,226
MERCADOLIBRE INC 4,792 6,802
MERITAGE HOMES CORP 6,539 8,922
META PLATFORMS INC 15,330 29,276
MICROSOFT CORP 58,554 72,077
MONDELEZ INTERNATIONAL 16,423 14,455
MONOLITHIC PWR SYSTEMS 4,680 5,917
MOOG INC CL A 8,132 14,960
MORGAN STANLEY 8,698 13,829
MOTOROLA SOLUTIONS INC 9,109 15,254
MTU AERO ENGINES AG 2,830 4,671
MUNICH RE-INS REGD 5,181 5,053
NASDAQ OMX GRP INC 5,862 8,581
NATERA INC SHS 1,177 1,108
NATIONAL GRID PLC REG SH 4,216 3,784
NATWEST GROUP PLC REG SH 4,771 5,973
NESTLE S A REP RG SH ADR 10,229 7,271
NESTLE SA CHAM UND VEVE 9,848 7,268
NETEASE INC REG SHS 2,293 2,031
NETFLIX COM INC 7,504 16,044
NEXTERA ENERGY INC SHS 9,282 11,399
NITORI HOLDINGS 2,206 2,252
NOMURA RESEARCH INST4307 4,885 5,246
NORTHROP GRUMMAN CORP 6,374 6,101
NOV INC 10,953 9,315
NOVO NORDISK A/S SHS 6,444 4,817
NOVO NORDISK A/S BS AND/ 13,865 14,074
NVIDIA 20,356 50,627
NXP SEMICONDUCTORS N.V. 7,150 7,275
ORACLE CORP $0.01 DEL 5,872 9,332
OXFORD INDUSTRIES 10,794 9,138
PACCAR INC 12,328 13,523
PACKAGING CORP AMERICA 1,526 2,251
PALO ALTO NETWORKS INC 2,367 2,911
PAPA JOHNS INTL INC 13,158 8,337
PAYPAL HOLDINGS INC SHS 3,642 3,841
PEBBLEBROOK HOTEL TRUST 7,707 6,382
PENN ENTERTAINMENT INC 12,813 9,890
PEPSICO INC 18,432 17,183
PFIZER INC 12,458 10,665
PHILIP MORRIS INTL INC 7,596 9,748
PROGRESSIVE CRP OHIO 13,021 21,086
PROLOGIS INC 21,832 21,986
QUANTA SERVICES INC 2,870 3,793
RAYMOND JAMES FINL INC 7,216 11,650
RECRUIT HOLDINGS CO.LTD. 3,734 7,090
REGENERON PHARMACTCLS 4,799 4,274
RELX PLC 6,748 8,272
ROLLS-ROYCE HOLDI 5,705 8,424
RTX CORP 8,078 11,225
S & T BANCORP INC 9,345 10,702
S&P GLOBAL INC 7,312 9,961
SAFRAN SA 9,777 14,496
SALESFORCE INC 5,189 5,015
SANMINA CORP 10,935 16,723
SAP SE 14,197 20,596
SERVICENOW INC 8,527 11,661
SHIN ETSU CHEMICAL 4063 4,307 4,885
SHOPIFY INC CL A 3,372 5,954
SIKA AG NAMEN-AKT 5,882 5,474
SMC CORP 6273 6,128 4,747
SMURFIT WESTROCK LTD REG 3,240 3,232
SOUTHERN COMPANY 9,881 12,430
SPOTIFY TECH S.A. REG 4,605 7,605
STARBUCKS CORP 8,358 8,030
STEELCASE INC 'A' 7,004 7,293
STRAUMANN HLDG AG NAMEN- 2,683 2,646
SUZUKI MOTOR CORP 7269 4,432 4,338
SYNOPSYS INC 2,927 2,912
TAIWAN S MANUFCTRING ADR 18,357 29,821
TARGET CORP COM 5,007 5,948
TDK CORP 6762 3,245 5,603
TELEDYNE TECH INC 8,859 10,211
TENCENT HOLDINGS LTD SHS 4,483 5,368
TERUMO 4543 FN 2,036 2,396
TESLA INC 13,375 18,980
TEXAS INSTRUMENTS 3,257 4,313
TFI INTERNATIONAL INC 3,545 4,458
THERMO FISHER SCIENTIFIC 3,673 3,121
TJX COS INC NEW 7,388 10,631
TOKYO ELECTRON 8035 FN 3,807 4,154
TORO COMBINECO INC 11,870 6,323
TOTALENERGIES SE 12,823 11,108
TRADE (THE) DESK INC SHS 1,391 2,233
TRANE TECHNOLOGIES PLC 7,027 13,297
TRANSDIGM GROUP INC 4,441 6,336
TRIUMPH BANCORP INC SHS 6,820 10,360
UBER TECHNOLOGIES INC 1,710 2,413
UNI CHARM CO LTD 8113 FN 2,524 1,690
UNICREDIT SPA 6,353 6,838
UNION PACIFIC CORP 18,253 19,839
UNITED FIRE GROUP INC 4,987 6,515
UNITEDHEALTH GROUP INC 13,612 13,658
VAREX IMAGING CORP REG 8,243 8,856
VERTIV HLDG CO 1,917 2,272
VIAVI SOLUTIONS INC 11,825 13,898
W W GRAINGER INCORP 3,140 4,216
WALMART INC 10,398 15,811
WEC ENERGY GROUP INC SHS 8,492 9,216
WESBANCO INC 8,491 10,022
WSFS FINANCIAL CORP 11,782 14,983
ZOETIS INC 9,846 9,287
3M COMPANY 4,313 4,389

TY 2024 InvestmentsGovtObligationsSch
Name:
THE SUSAN SCHWARTZ FAMILY FOUNDATION
EIN:
45-3550229
US Government Securities - End of Year Book Value:

10,463
US Government Securities - End of Year Fair Market Value:

10,463
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 OtherIncomeSchedule2
Name:
THE SUSAN SCHWARTZ FAMILY FOUNDATION
EIN:
45-3550229
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 821 821 821


TY 2024 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 32,131 32,628   0
OTHER PROFESSIONAL FEES 8 8   0


TY 2024 TaxesSchedule
Name:
THE SUSAN SCHWARTZ FAMILY FOUNDATION
EIN:
45-3550229
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,604 2,220   0