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) (990-PF required)
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: 

 $90,224

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: 

 $323,888

Financial snapshot ($)

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$-692$279$279
Contributions, gifts, grants, etc., received$710
Interest on savings and temporary cash investments$29
Dividends and interest from securities$250
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$11,540$560$0$10,980
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$560$560$0
Contributions, gifts, grants paid$10,980
Excess of revenue over expenses and disbursements$-12,232
Net investment income$0
Adjusted net income$279
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$56,275$56,275
Cash - non-interest-bearing$2
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$31,273
Total liabilities$0
Total liabilities and net assets/fund balances$56,275
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$0
Net capital loss$-1,681
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$0
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$0
Amount to be credited to 2012 estimated tax$0
Statements Regarding Activities (for 2011)
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 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?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 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$63,205
Net value of noncharitable-use assets$62,260
Minimum investment return$3,113
Distributable Amount (for 2011)
Distributable amount$3,113
Undistributed Income (for 2011)
Distributable amount for 2011$3,113
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
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
1Schiewetz Foundation Inc3110 Kettering Blvd, Moraine, OH 45439-1924OH2002-02$58,630,991
2Tsf, Smith E Ttee2071 N Bechtle Ave 208, Springfield, OH 45504-1583OH2002-04$22,402,979
3Virginia B Toulmin Charitable Foundation Iii 20-102080246164, Adams Roy M Et Al Ttee10 W 2nd St 27th Fl, Dayton, OH 45402-1791OH2004-01$17,350,383
4Sankey Family Foundation4040 Embassy Pkwy Ste 100, Akron, OH 44333-8354OH2000-09$10,053,589
5The Past Presidents Foundation1300 E 9th St Ste 2000, Cleveland, OH 44114-1593OH2002-02$8,599,806
6Twenty-First Century Foundation, Bores John A & Mary L Bores TteePO BOX 543, Norwalk, OH 44857-0543OH1999-07$7,896,744
7Welty Family Foundation3595 N Fork Dr, Akron, OH 44333-2137OH2000-03$7,328,552
8Sherman White Jr And Virginia H White Charitable FundPO BOX 10099, Toledo, OH 43699-0099OH2005-12$5,101,328
9Rockwern Charitable Foundation, Gettler Benjamin Ttee30 Garfield Pl Ste 1030, Cincinnati, OH 45202-4300OH1999-12$4,967,640
10Weary Family Foundation2731 Elginfield Rd, Columbus, OH 43220-4289OH2000-03$4,108,907
11Mary Jane Brooks Charitable TrustPO BOX 39, Steubenville, OH 43952-5039OH2010-02$3,380,186
12Anna & Harold W Huffman FoundationC/O Cors Bassett 537 E Pete Rose Wa, Cincinnati, OH 45202OH2010-05$3,230,719
13Saul Schottenstein Charitable Tr, Schottenstein Saul Ttee4300 E 5th Ave, Columbus, OH 43219-1816OH2002-10$2,781,017
14Slitzer Lapausky Foundation1422 Euclid Ave Ste 1130, Cleveland, OH 44115-2065OH2012-08$2,726,207
15The Lefevre Foundation10 W Locust St, Newark, OH 43055-5520OH1985-08$2,680,959
16Walter W And Thelma M Born Foundation106 S Main St 16th, Akron, OH 44308OH2004-09$2,512,084
17Wilsie Lucille Foundation1000 Jackson St, Toledo, OH 43604-5515OH2013-02$2,500,012
18Tuw Joseph F Cannon Jr For The Grandfather Home For ChildrenPO BOX 630858, Cincinnati, OH 45263-0858OH1974-05$2,325,137
19Belford Family Charitable Fund Inc2950 E Broad St, Columbus, OH 43209-1963OH2008-07$2,315,473
20The Frank And Pearl E Gelbman Charitable TrustPO BOX 1558, Columbus, OH 43216-1558OH2006-02$2,160,081
Number of organizations performing similar types of work
Alaska8
Alabama189
Arkansas76
Arizona255
California2,264
Colorado383
Connecticut378
District of Columbia99
Delaware361
Florida1,391
Georgia433
Hawaii77
Iowa135
Idaho68
Illinois994
Indiana243
Kansas142
Kentucky137
Louisiana125
Massachusetts669
Maryland413
Maine64
Michigan535
Minnesota313
Missouri300
Mississippi54
Montana57
North Carolina473
North Dakota13
Nebraska122
New Hampshire63
New Jersey816
New Mexico71
Nevada180
New York2,349
Ohio614
Oklahoma216
Oregon176
Pennsylvania999
Rhode Island165
South Carolina127
South Dakota31
Tennessee177
Texas1,160
Utah208
Virginia430
Vermont32
Washington355
Wisconsin341
West Virginia44
Wyoming59
International32
Total19,416

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