Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
DALLAS
State or province
TX
Country  
ZIP or foreign postal code
75248
A Employer identification number

45-3550229
B Telephone number (see instructions)

9726611843
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$2,932,675J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,750
2 Check .................
3 Interest on savings and temporary cash investments 2,699 2,699  
4 Dividends and interest from securities... 61,652 62,666  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 193,492
b Gross sales price for all assets on line 6a 1,502,501
7 Capital gain net income (from Part IV, line 2)... 193,114
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
36 36  
12 Total. Add lines 1 through 11........ 260,629 258,515  
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
8,630 4,315   4,315
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
33,226 33,226   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,387 1,964   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20 20   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,263 39,525   4,315
25 Contributions, gifts, grants paid....... 163,000 163,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 210,263 39,525   167,315
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 50,366
b Net investment income (if negative, enter -0-) 218,990
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 78,560 93,568 93,568
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 10,463 Click to see attachment
List of Attached Documents:
// Content
11,236 		11,236
b Investments—corporate stock (attach schedule)....... 2,066,837 Click to see attachment
List of Attached Documents:
// Content
2,103,922 		2,598,819
c Investments—corporate bonds (attach schedule)....... 250,000 Click to see attachment
List of Attached Documents:
// Content
250,000 		229,052
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,405,860 2,458,726 2,932,675
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 2,405,860 2,458,726
29 Total net assets or fund balances (see instructions)..... 2,405,860 2,458,726
30 Total liabilities and net assets/fund balances (see instructions). 2,405,860 2,458,726
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
2,405,860
2
Enter amount from Part I, line 27a .....................
2
50,366
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
2,500
4
Add lines 1, 2, and 3 ..........................
4
2,458,726
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,458,726
Form 990-PF (2025)
Form 990-PF (2025)
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 1,502,421   1,309,387 193,034
b 80     80
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       193,034
b       80
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 2 193,114
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 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 3,044
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 3,044
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 3,044
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,500
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,500
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 1,456
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,456 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
TX
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofSUSAN SCHWARTZ Telephone no. (972) 661-1843

Located at15950 N DALLAS PARKWAY STE 600DALLASTX ZIP+475248
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
2,756,359
b
Average of monthly cash balances.......................
1b
78,472
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,834,831
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
2,834,831
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
42,522
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,792,309
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
139,615
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
139,615
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,044
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,044
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
136,571
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
136,571
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
136,571
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, line 26, column (d) ..........
1a
167,315
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
167,315
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 136,571
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021...... 18,348
c From 2022...... 34,697
d From 2023...... 32,767
e From 2024......  
f Total of lines 3a through e ........ 85,812
4Qualifying distributions for 2025 from Part
XI, line 4: $ 167,315
a Applied to 2024, 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 2025 distributable amount..... 136,571
e Remaining amount distributed out of corpus 30,744
5 Excess distributions carryover applied to 2025. 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 5 116,556
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		116,556
10 Analysis of line 9:
a Excess from 2021 .... 18,348
b Excess from 2022 .... 34,697
c Excess from 2023 .... 32,767
d Excess from 2024 ....  
e Excess from 2025 .... 30,744
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

CENTER FOR CONSTITUTIONAL

666 BROADWAY 7TH FLOOR
NEW YORK,NY10012 		N/A   GENERAL PURPOSE 2,500

CENTER FOR SPIRITUAL LIVING

4801 SPRING VALLEY RD
DALLAS,TX75244 		N/A   GENERAL PURPOSE 16,500

EQUEST THERAPEUTIC HORSEMANSHIP

3800 TROY ROAD
WYLIE,TX75098 		N/A   GENERAL PURPOSE 93,000

FONTERRA FARMERS FOUNDATION

445 N CLARK STREET
CHICAGO,IL60610 		N/A   GENERAL PURPOSE 5,000

GRASSROOTS INTERNATIONAL

867 BOYLSTON STREET SUITE 500 1721
BOSTON,MA02116 		N/A   GENERAL PURPOSE 5,000

JEWISH VOICE FOR PEACE

PO BOX 589
BERKELEY,CA94701 		N/A   GENERAL PURPOSE 5,000

NATIONAL COUNCIL OF JEWISH WOMEN

3201 EARHART DR
CARROLLTON,TX75006 		N/A   GENERAL PURPOSE 2,500

RED CROSS HILL COUNTRY

333 EARL GARRETT ST
KERRIVILLE,TX78028 		N/A   GENERAL PURPOSE 5,000

TEMPLE EMANUEL

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

TEXAS CIVIL RIGHTS PROJECT

PO BOX 17757
AUSTIN,TX78760 		N/A   GENERAL PURPOSE 2,500

WORLD LITERATURE TODAY

NIVERSITY OF OKLAHOMA 630 PARRINGTO
OVAL SUITE 110
NORMAN,OK730194037 		N/A   GENERAL PURPOSE 20,000
Total ................................. 3a 163,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2,699  
4 Dividends and interest from securities ....     14 61,652  
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 ............ 		    18 193,492  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER REVENUE 		    14 36  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 257,879 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
257,879
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE SUSAN SCHWARTZ FAMILY FOUNDATION
EIN:
45-3550229
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 8,630 4,315   4,315

TY 2025 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 250,000 229,052

TY 2025 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 6,455 14,151
ABBOTT LABS 22,667 26,436
ABBVIE INC SHS 18,177 26,505
ACADIA PHARMACUTICAL INC 2,158 2,270
ACCENTURE PLC SHS 24,630 22,269
ADEIA INC 8,051 9,281
ADVANCED ENERGY INDS INC 3,229 6,700
ADVNCD MICRO D INC 5,294 4,497
AIA GROUP LTD 7,415 8,202
AIR LIQUIDE 3,844 4,894
AIRBUS SE 5,131 9,087
ALIBABA GROUP HOLDINGS 3,154 4,104
ALKAMI TECH INC REG SHS 9,167 8,744
ALNYLAM PHARMACEUTICALS 2,061 2,386
ALPHA & OMEGA 4,361 3,071
ALPHABET INC SHS 16,873 29,811
AMADEUS IT GROUP SA 8,032 9,299
AMAZON COM INC 12,592 15,234
AMBARELLA INC 7,732 7,651
AMER EXPRESS COMPANY 10,741 27,006
AMERICAN TOWER REIT INC 8,141 8,427
AMPHENOL CORP CL A NEW 10,510 22,298
ANALOG DEVICES 7,160 11,662
ANHEUSER-BUSCH INBEV SA 3,417 3,353
AON PLC REG SHS 8,930 9,881
APPLE INC 53,628 71,227
APPLOVIN CORP COM 3,130 5,391
ARCOSA INC REG 9,031 9,781
ARES MANAGEMENT 10,876 9,698
ASML HOLDING NV ORD SH 10,566 17,314
ASTRAZENECA PLC SHS 8,452 12,242
ATMUS FILTRATION 7,347 8,617
AUTOZONE INC NEVADA COM 6,541 10,175
AVIENT CORPORATION 9,479 8,216
AXSOME THERAPEUTICS INC. 1,744 2,740
BAE SYSTEMS PLC 5,002 7,308
BANCO BILBAO VIZCAYA ARG 4,260 6,546
BANCO SANTANDER RG S 4,041 5,819
BANNER CORP SHS 11,520 10,840
BARRICK MINING CORP 3,293 4,094
BATH & BODY WORKS INC 8,601 6,928
BELLRING BRANDS INC 8,886 6,896
BEONE MEDICINES LTD. 1,938 3,342
BERKSHIRE HATHAWAY INC 2,783 3,016
BIO RAD LABS CL A 6,804 6,969
BLACKROCK INC REG SHS 11,021 10,703
BOEING COMPANY 16,211 17,804
BRAZE INC REG SHS CL A 8,536 10,836
BRIGHTSPRING HEALTH SVCS 3,900 5,992
BRITISH AMERICAN TOBACCO 2,319 4,364
BROADCOM INC 20,066 52,261
CANADIAN NATL RAILWAY CO 6,185 5,140
CARVANA CO CL A 3,551 4,220
CATERPILLAR INC DEL 7,598 10,312
CELESTICA INC 1,411 2,069
CENT GARDEN AND PET CO 6,899 6,451
CHEVRON CORP 8,910 8,992
CHUBB LTD 7,643 11,236
CHUGAI PHARM LTD 3,900 4,271
CIENA CORP 2,153 2,573
CIGNA CORP REG SHS 22,875 21,743
CITIGROUP INC COM NEW 4,395 12,019
CLOUDFLARE INC REG SHS 4,304 4,140
COCA COLA COM 2,741 2,936
COMCAST CORP NEW CL A 9,050 6,277
COMMVAULT SYS INC 11,467 8,650
COMPUTERSHARE LTD 2,260 2,072
CONCENTRA GROUP HLDGS 7,682 6,829
CONOCOPHILLIPS 17,053 13,948
CRANE CO REG SHS 8,469 8,115
CRH PLC 7,986 9,984
CROWDSTRIKE HLDGS INC 2,936 2,813
CULLEN FRST BKRS 11,161 10,890
DR HORTON INC 2,690 2,160
DAIICHI SANKYO CO LTD 6,637 4,818
DAIKIN INDUSTRIES 6367 3,862 3,468
DANAHER CORP DEL COM 8,977 10,530
DANONE S.A 2,816 4,328
DBS GROUP HOLDINGS LTD 3,454 6,881
DEERE CO 2,352 2,328
DEUTSCHE BK REGD NPV 4,107 9,305
DEUTSCHE BOERSE AG 4,184 4,199
DOMINION ENERGY INC 12,399 14,062
DOORDASH INC REG SHS 1,508 2,265
DSV A/S 5,984 9,154
DUKE ENERGY CORP NEW 10,535 13,596
EASTGROUP PROPERTIES INC 8,325 9,085
EATON CORP PLC 11,334 17,837
ELEVANCE HEALTH INC 16,184 15,775
ELI LILLY & CO 10,909 10,747
ENGIE 4,418 7,817
EPIROC AB REG SHS 6,686 8,401
EQUIFAX INC 8,562 8,679
ESSILORLUXOTTICA 6,889 12,045
EVERCORE INC 10,199 10,888
EVOLUTION AB 3,607 2,808
EXXON MOBIL CORP COM 26,103 28,039
FERRARI NV 3,008 2,623
FIRST INDL REALTY TR INC 8,295 9,220
FIRST WATCH RESTAURANT 7,644 6,062
FUJITSU LTD 6702 2,027 4,790
GE AEROSPACE 5,974 6,777
GE VERNOVA INC 7,689 7,843
GENERAC HLDGS INC 9,095 6,409
GENIUS SPORTS LTD REG 10,075 8,805
GENL DYNAMICS CORP COM 10,046 14,140
GILEAD SCIENCES INC COM 3,130 3,559
GLOBUS MED INC 3,879 5,501
GOLDMAN SACHS GROUP INC 7,478 10,548
GREEN BRICK PARTNERS INC 6,881 6,141
HALMA PLC 10P FN 5,496 6,900
HEIDELBERG MATERIALS AG 2,636 2,887
HEXCEL CORP NEW COM 4,513 5,690
HIMS AND HERS HEALTH INC 2,000 1,266
HITACHI CORP 6501 4,147 8,247
HONEYWELL INTL INC DEL 10,186 11,120
HONG KONG EXCHANGES AND 6,046 7,960
HOYA CORP 2,132 2,576
IBERDROLA SA, BILBAO 7,062 10,062
ILLINOIS TOOL WORKS INC 7,259 7,635
IMPERIAL BRANDS PLC 4,671 7,006
INDUSTRIA DE DISENO TEXT 4,678 9,065
INSMED INC 5,103 7,832
INTEGER HLDGS CORP COM 9,791 8,470
INTESA SANPAOLO SPA 5,049 5,326
INTL BUSINESS MACHINES 6,065 7,405
INTUIT INC COM 2,881 3,975
ITOCHU CORP ORD 8001 4,294 6,064
JAZZ PHARMACEUTICALS PLC 2,505 3,400
JOHNSON AND JOHNSON COM 12,130 15,521
JPMORGAN CHASE & CO 19,873 45,111
KEYENCE CORP 6861 FN 5,812 4,713
KIMBERLY CLARK 7,710 7,466
KINGSPAN GRP 3,110 3,135
KKR & CO INC CL A 9,853 11,983
KLA CORP 4,271 12,151
KNIGHT-SWIFT 6,518 7,790
KOMATSU LTD JAP 6301 FN 3,115 2,846
KONINKLIJKE KPN NV FN 3,453 4,366
KULICKE&SOFFA INDUST 8,600 10,342
L OREAL 7,559 7,750
L.V.M.H. EUR 0.3 9,794 10,605
LEVI STRAUSS AND CO NEW 6,862 6,616
LIBERTY ENERGY INC 3,342 5,501
LIFE TIME GROUP HLDGS 6,489 6,672
LINDE PLC REG SHS 8,081 9,381
LITHIA MOTORS INC CL A 7,757 7,976
LONDON STK EXCHANGE GROU 8,448 9,753
LOWE'S COMPANIES INC 14,840 19,052
MACOM TECHNOLOGY 6,154 8,221
MADISON (THE) SQUARE 7,030 9,053
MAGNOLIA OIL & GAS CORP 10,150 9,172
MARRIOTT INTL INC NEW A 10,640 15,202
MARSH & MCLENNAN COS INC 20,151 20,407
MARUBENI CORP 8002 FN 3,359 4,622
MASTEC INC 8,091 9,564
MASTERCARD INC 21,918 30,257
MAXIMUS INC 5,712 5,611
MCDONALDS CORP COM 12,693 14,365
MCKESSON CORPORATION COM 13,072 22,148
MERCADOLIBRE INC 4,792 8,057
MERIT MEDICAL SYS INC 4,663 4,671
META PLATFORMS INC 15,736 21,783
MICROSOFT CORP 73,178 90,921
MISTER CAR WASH INC 8,412 8,023
MKS INC 6,518 9,268
MOELIS AND COMPANY SHS A 8,283 8,043
MOLINA HEALTHCARE INC 4,109 3,991
MONDELEZ INTERNATIONAL 15,668 12,327
MORGAN STANLEY 5,018 12,427
MOTOROLA SOLUTIONS INC 8,871 12,266
MTU AERO ENGINES AG 2,440 4,974
MUNICH RE-INS REGD 4,663 5,954
NASDAQ OMX GRP INC 16,122 21,369
NATERA INC SHS 4,549 5,727
NATWEST GROUP PLC REG SH 4,423 9,635
NESTLE SA CHAM UND VEVE 8,855 7,964
NETFLIX COM INC 2,678 3,750
NEXTERA ENERGY INC SHS 9,946 13,407
NINTENDO CO LTD 5,876 5,151
NORTHROP GRUMMAN CORP 7,522 8,553
NOVO NORDISK A/S BS AND/ 15,208 9,423
NVIDIA 35,237 67,513
NXP SEMICONDUCTORS N.V. 9,836 10,636
OLD NATL BANCORP IND 8,292 8,277
ON HLDG AG NAMEN-AKT 6,205 6,321
OPTION CARE HEALTH INC 6,777 7,551
ORACLE CORP $0.01 DEL 8,715 5,652
PACCAR INC 11,665 13,360
PALANTIR TECHNOLOGIES 7,130 7,999
PALO ALTO NETWORKS INC 1,280 1,289
PEPSICO INC 14,284 12,486
PG&E CORP 2,968 2,748
PHILIP MORRIS INTL INC 13,774 17,484
PINNACLE FINL PARTNERS 3,694 3,721
PRESTIGE CONSUMER 6,712 6,416
PROGRESS SOFTWARE CORP 9,123 8,506
PROGRESSIVE CRP OHIO 15,113 20,267
PROLOGIS INC 20,459 24,894
QUANTA SERVICES INC 1,663 2,532
Q2 HOLDINGS INC SHS 10,069 9,742
RECRUIT HOLDINGS CO.LTD. 3,597 5,433
REGAL REXNORD CORP 8,931 8,279
RELX PLC 6,119 6,499
REVVITY INC 3,907 4,451
RHEINMETALL 2,252 5,482
RIO TINTO PLC 2,440 2,419
ROBINHOOD MARKETS, INC 4,512 5,429
ROBLOX CORP REG SHS CL A 4,449 2,755
ROLLS-ROYCE HOLDI 4,917 15,313
RTX CORP 8,513 16,323
RWE AG 8,378 9,932
RYANAIR HOLDINGS PLC SHS 5,545 7,219
S&P GLOBAL INC 6,922 9,929
SAFRAN SA 7,618 16,765
SAP SE 9,668 12,282
SCHWAB CHARLES CORP NEW 2,549 3,297
SEA LTD 3,690 2,807
SERVICENOW INC 5,318 4,596
SHIN ETSU CHEMICAL 4063 3,822 3,990
SHOPIFY INC CL A 6,102 10,141
SIMPSON MFG DEL PV 7,174 5,974
SMC CORP 6273 4,985 3,484
SMITH A O CORP DEL COM 7,662 7,089
SMURFIT WESTROCK LTD REG 9,910 7,154
SNOWFLAKE INC REG SHS 1,066 1,316
SOFI TECHNOLOGIES INC 3,554 4,006
SONY GROUP 6758 8,510 8,134
SOUTHERN COMPANY 9,638 12,644
SOUTHSTATE BANK CORP REG 12,259 11,764
STANDARD CHARTERED ORD 3,919 6,690
STARBUCKS CORP 6,853 6,063
SUZUKI MOTOR CORP 7269 3,618 4,629
TAIWAN S MANUFCTRING ADR 16,082 35,251
TDK CORP 6762 2,989 5,516
TELEFLEX INC 6,005 5,736
TENABLE HOLDINGS INC REG 9,991 8,000
TIMKEN COMPANY 9,898 10,516
TENCENT HOLDINGS LTD SHS 2,122 4,156
TERUMO 4543 FN 1,903 1,699
TJX COS INC NEW 7,124 12,903
TOKYO ELECTRON 8035 FN 3,270 5,049
TORO CO 6,222 5,983
TOTALENERGIES SE 6,676 6,529
TRANE TECHNOLOGIES PLC 6,573 12,065
TREX CO INC 8,488 5,543
UBER TECHNOLOGIES INC 1,370 1,307
UNICREDIT SPA 5,513 12,008
UNION PACIFIC CORP 15,924 16,886
UNITIL CORP COM 5,417 5,571
UNIVEST FINANCIAL CORP 8,077 8,480
ULTRAGENYX 1,062 828
VARONIS SYSTEMS INC SHS 9,139 5,510
VEECO INSTRUMENTS INC 7,233 8,174
VICOR CORP 4,182 4,165
VISA INC CL A SHRS 2,008 2,104
VISTRA CORP 1,202 968
VOLVO AB-B SHS 2,352 2,703
WALMART INC 16,060 23,619
WEC ENERGY GROUP INC SHS 7,944 9,702
WELLS FARGO & CO 14,220 16,590
WINGSTOP INC 8,130 6,678
WOLTERS KLUWER NV 5,548 4,358
WSTN DIGITAL CORP DEL 2,690 2,756
XPERI INC REG SHS 3,643 3,493
ZOETIS INC 9,298 6,794
3M COMPANY 5,075 5,924

TY 2025 InvestmentsGovtObligationsSch
Name:
THE SUSAN SCHWARTZ FAMILY FOUNDATION
EIN:
45-3550229
US Government Securities - End of Year Book Value:

11,236
US Government Securities - End of Year Fair Market Value:

11,236
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 OtherExpensesSchedule
Name:
THE SUSAN SCHWARTZ FAMILY FOUNDATION
EIN:
45-3550229
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 20 20   0


TY 2025 OtherIncomeSchedule2
Name:
THE SUSAN SCHWARTZ FAMILY FOUNDATION
EIN:
45-3550229
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 36 36 36


TY 2025 OtherIncreasesSchedule
Name:
THE SUSAN SCHWARTZ FAMILY FOUNDATION
EIN:
45-3550229
Description Amount
PRIOR PERIOD ADJUSTMENT 2,500


TY 2025 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 33,226 33,226   0


TY 2025 TaxesSchedule
Name:
THE SUSAN SCHWARTZ FAMILY FOUNDATION
EIN:
45-3550229
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SECTION 4940 EXCISE TAX EXPENSE 3,423 0   0
FOREIGN TAXES 1,964 1,964   0