Schwartz Family Private Foundation, Schwartz Walter S Member in Cleveland, Ohio (OH)

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Schwartz Family Private Foundation, Schwartz Walter S Member
Employer Identification Number (EIN)341970660
Name of OrganizationSchwartz Family Private Foundation
Secondary NameSchwartz Walter S Member
Address2839 Kesdale Road, Cleveland, OH 44124
SubsectionCharitable Organization
Ruling Date12/2001
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$25,000 to $99,999
Income$1 to $9,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$53,468
Amount of Income$550
Form 990 Revenue Amount$-692
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2012: $550 (it was $-692 in 2011)
This organization: 

 $550
Other organizations performing similar types of work: 

 $103,138

Assets in 2012: $53,468 (it was $56,275 in 2011)
Schwartz Family Private Foundation, Schwartz Walter S Member: 

 $53,468
Other organizations performing similar types of work: 

 $338,623

Expenses in 2012: $8,802
This organization: 

 $8,802
Other organizations performing similar types of work: 

 $46,867

Income to expenses ratio in 2012: 0.1
This organization: 

 0.1
Other organizations performing similar types of work: 

 1.1

Grants share in income in 2012: 100.0%
Schwartz Family Private Foundation, Schwartz Walter S Member: 

 100.0%
Other organizations performing similar types of work: 

 79.6%

Financial snapshot ($)

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$550$5,444$5,444
Contributions, gifts, grants, etc., received$550
Interest on savings and temporary cash investments$0
Dividends and interest from securities$0
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$8,802$0$638$8,164
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$638$0$0
Contributions, gifts, grants paid$8,164
Excess of revenue over expenses and disbursements$-8,252
Net investment income$5,444
Adjusted net income$4,806
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$53,468$53,468
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$25,000
Other$28,468
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$53,468
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$0
Net capital loss$0
Excise Tax Based on Investment Income (for 2012)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$54
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$54
Overpayment$0
Amount to be credited to 2013 estimated tax$0
Statements Regarding Activities (for 2012)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
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 2012 or the taxable year beginning in 2012?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2012)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$55,405
Net value of noncharitable-use assets$54,580
Minimum investment return$2,729
Distributable Amount (for 2012)
Distributable amount$2,675
Undistributed Income (for 2012)
Distributable amount for 2012$2,675
Undistributed income for 2012. This amount must be distributed in 2013$27
Private Operating Foundations (for 2012)
2012201120102009Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Virginia B Toulmin Charitable Foundation Iii 20-102080246164, Adams Roy M Et Al Ttee10 West Second Street 26th Floor, Dayton, OH 45402-1791OH2004-01$92,329,927
2Schiewetz Foundation Inc3110 Kettering Blvd, Moraine, OH 45439-1924OH2002-02$36,836,240
3Tsf, Smith E Ttee2071 N Bechtle Ave 203, Springfield, OH 45504-1583OH2002-04$25,415,213
4Sankey Family Foundation4040 Embassy Pkwy Ste 100, Akron, OH 44333-8354OH2000-09$11,804,797
5Lift A Life Foundation Inc5885 Lauderbrook Dr Ste 300, Mayfield Heights, OH 44124OH2000-05$9,939,226
6Giving Hope Worldwide Foundation6200 Riverside Dr, Cleveland, OH 44135-3132OH2011-02$9,334,497
7Rockwern Charitable Foundation, Gettler Benjamin Ttee30 Garfield Pl Ste 1030, Cincinnati, OH 45202-4300OH1999-12$7,673,306
8Tuw Joseph F Cannon Jr For The Grandfather Home For ChildrenPO BOX 630858, Cincinnati, OH 45263-0858OH1974-05$7,232,105
9Welty Family Foundation3595 N Fork Dr, Akron, OH 44333-2137OH2000-03$5,669,027
10The Past Presidents Foundation950 Main Ave Ste 1100, Cleveland, OH 44113-7213OH2002-02$5,339,653
11Belford Family Charitable Fund Inc2950 E Broad St, Columbus, OH 43209-1963OH2008-07$3,777,952
12Weary Family FoundationC/O Gifford Weary, Columbus, OH 43220OH2000-03$3,467,450
13Walter E Terhune Memorial Fund4900 Tiedeman Rd, Brooklyn, OH 44144-2338OH2013-04$3,330,057
14Sherman White Jr And Virginia H White Charitable FundPO BOX 10099, Toledo, OH 43699-0099OH2005-12$3,066,638
15Shannon Fam Charitable Foundation TrPO BOX 630858, Cincinnati, OH 45263-0858OH2006-03$2,879,806
16The Lefevre Foundation10 W Locust St, Newark, OH 43055-5520OH1985-08$2,791,863
17Saul Schottenstein Charitable Tr, Schottenstein Saul Ttee4300 E 5th Ave, Columbus, OH 43219-1816OH2002-10$2,781,017
18Tom And Genny Sedler Fam Foundation, Sedler Thomas E Ttee6045 Bridgetown Rd, Cincinnati, OH 45248-3020OH2000-03$2,610,730
19Frederick & Ellen Fair Memorial Fund P061090061900 E 9th St, Cleveland, OH 44114-3404OH2013-04$2,519,103
20David Herche Foundation Inc4955 Spring Grove Ave, Cincinnati, OH 45232-1925OH2013-02$2,387,987
Number of organizations performing similar types of work
Alaska9
Alabama199
Arkansas82
Arizona267
California2,351
Colorado400
Connecticut391
District of Columbia107
Delaware405
Florida1,490
Georgia455
Hawaii86
Iowa147
Idaho73
Illinois1,069
Indiana261
Kansas152
Kentucky147
Louisiana127
Massachusetts713
Maryland422
Maine67
Michigan549
Minnesota327
Missouri308
Mississippi56
Montana59
North Carolina649
North Dakota15
Nebraska126
New Hampshire66
New Jersey849
New Mexico78
Nevada194
New York2,454
Ohio628
Oklahoma223
Oregon179
Pennsylvania935
Rhode Island181
South Carolina141
South Dakota32
Tennessee192
Texas1,225
Utah217
Virginia452
Vermont36
Washington375
Wisconsin334
West Virginia49
Wyoming61
International38
Total20,448

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