2024-10-28T14:57:54-05:00 2023-12-31 FRANK J TROICI CPA 219 WOODBINE AVENUE MERRICK NY 11566 990PF 2023-01-01 236913820 THE JANE & MARTIN SCHWARTZ FAMILY FOUNDATION JANE 5168834581 CO FTROICI CPA 219 WOODBINE AVE MERRICK NY 11566 MARTIN SCHWARTZ TRUSTEE 5168834581 2024-10-28 0 P00226674 5167355918 X 2023 2024-10-15 13:58:12Z X 325527 X 0 X 1296 1296 1231 1231 29915 108578 29915 32442 32442 0 0 0 4500 2250 2250 820 820 0 36650 36650 0 41970 39720 2250 150345 150345 192315 39720 152595 -159873 0 25672 18233 50283 394655 242221 275244 420327 260454 325527 0 0 X 480233 480233 0 0 -59906 -219779 420327 260454 420327 260454 420327 -159873 0 260454 0 260454 BOSTON PARTNERS P 2021-04-29 2023-08-18 5113 6175 -1062 -1062 DODGE & COX STOCK P 2021-04-29 2023-10-25 14975 16212 -1237 -1237 DODGE & COX STOCK P 2021-04-29 2023-12-18 21893 21462 431 431 EDGEWOOD GROWTH INSTL P 2021-04-29 2023-10-25 9976 15641 -5665 -5665 PRIMECAP ODYSSEY AGGRESSIVE P 2021-04-29 2023-08-18 5138 7231 -2093 -2093 PRIMECAP ODYSSEY AGGRESSIVE P 2021-05-07 2023-08-18 9316 11942 -2626 -2626 ARGOSY CREDIT PARTNERS P 13952 13952 13952 ARBA CREDIT INVESTORS P 27599 27599 27599 Capital Gains Dividends P 616 616 616 29915 0 0 0 0 0 7085 0 0 0 7085 0 7085 7085 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 N/A MARTIN SCHWARTZ 5168834581 60 ORCHARD FARM ROAD PORT WASHINGTON NY 11050 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARTIN SCHWARTZ 60 ORCHARD FARM ROAD PORT WASHINGTON NY 11050 TRUSTEE 4.00 0 0 0 JANE SCHWARTZ 60 ORCHARD FARM ROAD PORT WASHINGTON NY 11050 TRUSTEE 4.00 0 0 0 SUZANNE A SCHWARTZ 14 HOLLY HILL LANE KATONAH NY 10536 TRUSTEE 1.00 0 0 0 MATTHEW SCHWARTZ 6 ALDEN LANE PORT WASHINGTON NY 11050 TRUSTEE 1.00 0 0 0 JULIE SCHWARTZ GABAY 37 TIMBERMILL CIRCLE STAMFORD CT 06903 TRUSTEE 1.00 0 0 0 BETSY A SCHWARTZ 171 VILLARD AVE HASTINGS ON THE HUDSON NY 10706 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 250815 39881 0 290696 0 0 290696 4360 286336 14317 14317 0 14317 0 14317 0 14317 152595 0 152595 14317 0 0 131722 131722 107708 82000 85747 538899 152595 0 0 0 14317 138278 0 0 677177 0 0 0 0 0 0 131722 545455 131722 107708 82000 85747 138278 MARTIN SCHWARTZ MARTIN SCHWARTZ 60 ORCHARD FARM ROAD PORT WASHINGTON NY 11050 5168834581 NO REQUIRED FORM. ALL INFORMATION REGARDING TAX STATUS OF ORGANIZATION AND INTENDED USE OF FUNDS SHOULD BE SUBMITTED. SUBMISSIONS WILL BE CONSIDERED WHEN RECEIVED. THERE ARE NO RESTRICTIONS OTHER THAN AWARDS BE USED FOR THEIR INTENDED PURPOSE. ALZHEIMERS ASSOCIATION 225 N MICHIGAN AVE CHICAGO IL 60601 PUBLIC OPERATIONAL 100 911 MEMORIAL MUSEUM 180 GREENWICH ST NEW YORK NY 10007 PUBLIC OPERATIONAL 112 ACLU 125 BROAD STREET NEW YORK NY 10004 PUBLIC OPERATIONAL 300 FOUNDATION FOR CITY COLLEGE 160 COVENENT AVENUE NEW YORK NY 10031 PUBLIC OPERATIONAL 1438 AMERICARES 88 HAMILTON AVENUE STAMFORD CT 06902 PUBLIC OPERATIONAL 500 ALZHEIMERS DISEASE RESEARCH 22512 GATEWAY CENTER DRIVE CLARKSBURG MD 20871 PUBLIC OPERATIONAL 100 ANTI DEFAMATION LEAGUE PO BOX 96226 WASHINGTON DC 20060 PUBLIC OPERATIONAL 1300 BARRINGTON STAGE COMPANY PO BOX 946 GREAT BARRINGTON MA 01230 PUBLIC OPERATIONAL 6200 BERKSHIRE NATIONAL RESOURCES COUNCIL 20 BANK ROW 203 PITTSFIELD MA 01201 PUBLIC OPERATIONAL 250 CONSUMER REPORTS 101 TRUMAN AVE YONKERS NY 10703 PUBLIC OPERATIONAL 300 BIDWELL HOUSE MUSEUM 100 ART SCHOOL RD MONTEREY MA 01245 PUBLIC OPERATIONAL 3000 BIRTHRIGHT ISRAEL FOUNDATION 711 3RD AVENUE NEW YORK NY 10017 PUBLIC OPERATIONAL 100 CENTER FOR SCIENCE IN THE PUBLIC INTEREST 1220 L STREET NW WASHINGTON DC 20005 PUBLIC OPERATIONAL 100 DOCTORS WITHOUT BORDERS 6 EAST 39TH STREET 8TH FLOOR NEW YORK NY 10016 PUBLIC OPERATIONAL 500 DOROT 171 W 85TH STREET NEW YORK NY 10024 PUBLIC OPERATIONAL 360 ENVIRONMENTAL DEFENSE FUND 257 PARK AVE NEW YORK NY 10010 PUBLIC OPERATIONAL 75 ERASE RACISM 6800 JERICHO TURNPIKE SYOSSET NY 11791 PUBLIC OPERATIONAL 38150 FOUNDATION FOR INTERNATIONAL COMMUNITY ASSISTANCE (FINCA) 1201 15TH STREET NW 8TH FL WASHINGTON DC 20002 PUBLIC OPERATIONAL 150 FRIENDS OF PORT WASHINGTON LIBRARY 1 LIBRARY DRIVE PORT WASHINGTON NY 11050 PUBLIC OPERATIONAL 500 GREENAGERS PO BOX 157 S EGREMONT MA 01258 PUBLIC OPERATIONAL 200 HIAS-HEBREW IMMIGRANT AID SOCIETY 333 SEVENTH AVENUE 16TH FLOOR NEW YORK NY 10001 PUBLIC OPERATIONAL 300 HOFSTRA UNIVERSITY 1000 FULTON AVE HEMPSTEAD NY 11549 PUBLIC OPERATIONAL 1000 HOUSATONIC VALLEY ASSOCIATION PO BOX 315 WASSAIC NY 12592 PUBLIC OPERATIONAL 75 HOLOCAUST MEMORIAL AND TOLERANCE 100 CRESCENT BEACH RD GLEN COVE NY 11542 PUBLIC OPERATIONAL 5000 INN-INTERFAITH NUTRITION NETWORK 148 FRONT STREET HEMPSTEAD NY 11550 PUBLIC OPERATIONAL 11200 JACOBS PILLOW DANCE 358 GEORGE CARTER RD BECKET MA 01223 PUBLIC OPERATIONAL 2000 BAXTER'S POND FOUNDATION 1 CENTRAL DR PORT WASHINGTON NY 11050 PUBLIC OPERATIONAL 50 JEWISH MUSEUM 1109 5TH AVE AT 92ND ST NEW YORK NY 10128 PUBLIC OPERATIONAL 145 JEWISH WAR VETERANS OF USA FOUNDATION 1811 R ST NW WASHINGTON DC 20009 PUBLIC OPERATIONAL 50 LANDMARK ON MAIN STREET 232 MAIN ST PORT WASHINGTON NY 11050 PUBLIC OPERATIONAL 2650 VIM VOLUNTEERS IN MEDICINE 777 S MAIN STREET 4 GREAT BARRINGTON MA 01230 PUBLIC OPERATIONAL 500 MARCH OF DIMES 1550 CRYSTAL DR ARLINGTON VA 22202 PUBLIC OPERATIONAL 50 MAZON 1990 SOUTH BURDY DRIVE LOS ANGELES CA 90025 PUBLIC OPERATIONAL 1360 MUSEUM OF ARTS AND DESIGN 2 COLUMBUS CIRCLE NEW YORK NY 10019 PUBLIC OPERATIONAL 250 MUSEUM OF JEWISH HERITAGE 36 BATTERY PLACE NEW YORK NY 10280 PUBLIC OPERATIONAL 180 NAACP 4805 MT HOPE DR BALTIMORE MD 21215 PUBLIC OPERATIONAL 250 NASSAU COUNTY MUSEUM OF ART ONE MUSEUM DRIVE ROSLYN HARBOR NY 11576 PUBLIC OPERATIONAL 150 NATIONAL TRUST FOR HISTORIC PRESERVATION WATERGATE OFFICE BUILDING STE 1100 WASHINGTON DC 20037 PUBLIC OPERATIONAL 100 PUBLIC THEATRE 425 LAFAYETT STREET NEW YORK NY 10003 PUBLIC OPERATIONAL 500 NORTH SHORE CHILD AND FAMILY GUIDANCE CENTER 480 OLD WESTBURY ROAD ROSLYN NY 10106 PUBLIC OPERATIONAL 7500 PORT WASHINGTON FIRE DEPARTMENT 423 PORT WASHINGTON BLVD PORT WASHINGTON NY 11050 PUBLIC OPERATIONAL 300 COMMUNITY CHEST OF PORT WASHINGTON 382 MAIN STREET PORT WASHINGTON NY 11050 PUBLIC OPERATIONAL 2000 RAILROAD PO BOX 698 GREAT BARRINGTON MA 01230 PUBLIC OPERATIONAL 75 RESIDENTS FORWARD 382 MAIN STREET PORT WASHINGTON NY 11050 PUBLIC OPERATIONAL 100 ROTACARE 875 JERUSALEM AVENUE UNIONDALE NY 11553 PUBLIC OPERATIONAL 5000 LINCOLN CENTER LINCOLN CENTER PLAZA NEW YORK NY 10023 PUBLIC OPERATIONAL 100 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36102 PUBLIC OPERATIONAL 400 ST JUDE'S CHILDREN'S HOSPITAL 362 DANNY THOMAS PLACE MEMPHIS TN 38105 PUBLIC OPERATIONAL 375 THE COMMUNITY SYNOGOGUE 150 MIDDLE NECK ROAD PORT WASHINGTON NY 11050 PUBLIC OPERATIONAL 23845 THE CONSTRUCT FOUNDATION 329 NE CORCH ST PORTLAND OR 97232 PUBLIC OPERATIONAL 150 THE TRUSTEES 464 ABBOTT AVE LEOMINSTER MA 01453 PUBLIC OPERATIONAL 80 THIRTEEN WNET NEW YORK 825 EIGHTH AVENUE NEW YORK NY 10019 PUBLIC OPERATIONAL 1000 UJA FEDERATION 130 E 59TH ST NEW YORK NY 10022 PUBLIC OPERATIONAL 11000 UNICEF 125 MAIDEN LANE NEW YORK NY 10038 PUBLIC OPERATIONAL 200 UNION FOR REFORM JUDAISM 633 THIRD AVE NEW YORK NY 10017 PUBLIC OPERATIONAL 250 SHRINERS HOSPITAL 51 BLOSSOM ST BOSTON MA 02114 PUBLIC OPERATIONAL 200 VETERANS OF FOREIGN WARS 6850 MARTINS MILL ROAD PHILADELPHIA PA 19111 PUBLIC OPERATIONAL 60 ENVIRONMENTAL MA 294 WASHINGTON ST BOSTON MA 02109 PUBLIC OPERATIONAL 85 BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVE BOSTON MA 02115 PUBLIC OPERATIONAL 5000 CHESTER THEATER 15 MIDDLEFIELD RD CHESTER MA 01011 PUBLIC OPERATIONAL 3000 AMERICAN RED CROSS 195 WILLIS AVE MINEOLA NY 11501 PUBLIC OPERATIONAL 50 PLANNED PARENTHOOD OF NY 26 BLEEKER ST NEW YORK NY 10012 PUBLIC OPERATIONAL 8000 OPERATION SMILE 3641 FACULTY BLVD VIRGINIA BEACH VA 23453 PUBLIC OPERATIONAL 200 FAIRVIEW HOSPITAL 29 LEWIS AVE GREAT BARRINGTON MA 01230 PUBLIC OPERATIONAL 150 KIDS WISH NETWORK 301 BEAR RIDGE CIRCLE PALM HARBOR FL 34683 PUBLIC OPERATIONAL 25 PARTNERS IN HEALTH 800 BOYLSTON ST BOSTON MA 02199 PUBLIC OPERATIONAL 25 MONTEREY FIRE DEPARTMENT 411 MAIN RD MONTEREY MA 01245 PUBLIC OPERATIONAL 200 MERCY CORPS 45 SW ANKENY ST PORTLAND OR 97204 PUBLIC OPERATIONAL 100 HABITAT FOR HUMANITY 285 PEACHTREE CTR AVE ATLANTA GA 30303 PUBLIC OPERATIONAL 200 AMERICAN LEGION 700 N PENNSLYVANIA ST INDIANAPOLIS IN 46206 PUBLIC OPERATIONAL 45 MUSEUM OF MODERN ART 11 W 53RD ST NEW YORK NY 10019 PUBLIC OPERATIONAL 180 FRIENDS OF THE HIGH LINE 820 WASHINGTON ST NEW YORK NY 10014 PUBLIC OPERATIONAL 55 PORT WASHINGTON YOUTH ACTIVITIES 25 GLEN LANE PORT WASHINGTON NY 11050 PUBLIC OPERATIONAL 100 MIRACLE HOUSE 456 ATLANTIC AVE FREEPORT NY 11520 PUBLIC OPERATIONAL 750 150345 0 14 1296 14 1231 18 29915 0 32442 0 32442 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 4500 2250 2250 ARBA CREDIT INVESTORS AT COST 7452 7452 ARGOSY CREDIT PARTNERS AT COST 19640 19640 GLENROCKET CONVERTIBLE NOTES AT COST 85250 85250 ISHARES AT COST 50224 55931 MUTUAL FUNDS AT COST 14357 10955 ER PROPERTIES INVESTORS II LLC AT COST 65298 96016 ADVISOR FEES 1345 1345 0 MANAGEMENT FEE-ARBA CREDIT INVESTORS 4611 4611 0 MANAGEMENT FEE-ER PROPERTIES INVESTORS 3750 3750 0 MANAGEMENT FEE-ARGOSY CREDIT PARTNERS 1837 1837 0 ER PROPERTIES 23611 23611 0 ARBA CREDIT INVESTORS 163 163 0 MISCELLANOUS 1333 1333 0 MARTIN AND JANE SCHWARTZ 60 ORCHARD FARM ROAD PORT WASHINGTON NY 11050