2024-04-30T10:13:24-05:00 2023-08-31 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990PF 2022-09-01 232267403 THE SCHWARTZ CREED FOUNDATION C/O ROBERT SCHWARTZ SCHW 8567789200 821 EAST GATE DRIVE MT LAUREL NJ 08054 ROBERT SCHWARTZ PRESIDENT 8567789200 2024-04-17 1 ROBERT SCHWARTZ XXX-XX-XXXX 1 ALLISON SHOEMAKER P00468621 2154414600 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 29276278 X 100000 13932 13932 210716 210716 -2387 3051845 0 8 8 322269 224656 0 0 0 13000 13000 0 4598 70 0 74192 74192 0 91790 87262 0 1555793 1555793 1647583 87262 1555793 -1325314 137394 50113 80820 80820 2979542 3075732 4592932 15 0 0 15636366 14184170 24602526 18666036 17340722 29276278 0 0 X 23720181 23720181 0 0 -5054145 -6379459 18666036 17340722 18666036 17340722 18666036 -1325314 0 17340722 0 17340722 UBS #27735 - DETAIL AVAILABLE UPON REQUEST P 2022-08-31 2023-08-31 107638 107548 90 90 UBS #27735 - DETAIL AVAILABLE UPON REQUEST P 2021-08-31 2023-08-31 1277517 1273360 4157 4157 UBS #27736 - DETAIL AVAILABLE UPON REQUEST P 2022-08-31 2023-08-31 388302 460212 -71910 -71910 UBS #27736 - DETAIL AVAILABLE UPON REQUEST P 2021-08-31 2023-08-31 171703 105281 66422 66422 UBS #55867 - DETAIL AVAILABLE UPON REQUEST P 2022-08-31 2023-08-31 224109 219415 4694 4694 UBS #55867 - DETAIL AVAILABLE UPON REQUEST P 2021-08-31 2023-08-31 244202 239512 4690 4690 UBS #58002 - DETAIL AVAILABLE UPON REQUEST P 2022-08-31 2023-08-31 299423 323118 -23695 -23695 UBS #58002 - DETAIL AVAILABLE UPON REQUEST P 2021-08-31 2023-08-31 136118 128700 7418 7418 PMA #700318 - DETAIL AVAILABLE UPON REQUEST P 2022-08-31 2023-08-31 67900 79618 -11718 -11718 PMA #700318 - DETAIL AVAILABLE UPON REQUEST P 2021-08-31 2023-08-31 134933 117468 17465 17465 -2387 1910 0 1910 0 1910 10400 0 0 0 10400 0 8490 8490 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 1 0 0 1 N/A OFFICER 8567789200 821 EAST GATE DRIVE MT LAUREL NJ 08054 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT SCHWARTZ 821 EAST GATE DRIVE MT LAUREL NJ 08054 CHAIRMAN 0.00 0 0 0 EDWARD GLICKMAN 650 ARCH STREET PHILADELPHIA PA 191032097 DIRECTOR 0.00 0 0 0 LOIS SCHWARTZ 191 PRESIDENTIAL BLVD BALA CYNWYD PA 19004 DIRECTOR 0.00 0 0 0 MICHAEL SCHWARTZ 16356 N THOMPSON PEAK PARKWAY 2172 SCOTTSDALE AZ 85260 DIRECTOR 0.00 0 0 0 JUDITH CREED 821 EAST GATE DRIVE MT LAUREL NJ 08054 DIRECTOR 0.00 0 0 0 JOSH DESIPIO C/O R SCHWARTZ 821 EAST GATE DRIVE MT LAUREL NJ 08054 DIRECTOR 0.00 0 0 0 JENNIFER SELBER 6435 OVERBROOK AC/O R SCHWARTZ 821 EAST GATE DRIVE MT LAUREL NJ 08054 DIRECTOR 0.00 0 0 0 MELISSA SCHWARTZ 935 AGATE STREET 4 SAN DIEGO CA 92109 DIRECTOR 0.00 0 0 0 JESSE SELBER C/O R SCHWARTZ 821 EAST GATE DRIVE MT LAUREL NJ 08054 DIRECTOR 0.00 0 0 0 JONAH SELBER C/O R SCHWARTZ 821 EAST GATE DRIVE MT LAUREL NJ 08054 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 28422396 109131 0 28531527 0 0 28531527 427973 28103554 1405178 1405178 1910 1910 1403268 0 1403268 0 1403268 1555793 0 1555793 1403268 0 0 198229 755881 1136768 2090878 4181756 1555793 0 0 0 1403268 152525 0 0 4334281 0 0 0 0 0 0 0 4334281 198229 755881 1136768 2090878 152525 ROBERT SCHWARTZ X AADD 261 OLD YORK ROAD SUITE A-50 JENKINTOWN PA 19046 NONE PUBLIC CHARITABLE 5000 AMERICAN FRIENDS OF THE JAFFA INSTITUTE 171-06 76TH AVENUE FLUSHING NY 11366 NONE PUBLIC CHARITABLE 300000 BIRTHRIGHT ISRAEL FOUNDATION PO BOX 21615 NEW YORK NY 10087 NONE PUBLIC CHARITABLE 5000 CENTER CITY JEWISH PRESCHOOL 527 LOMBARD STREET PHILADELPHIA PA 19147 NONE PUBLIC CHARITABLE 250 CONGRETION RODEPH SHALOM 615 N BROAD STREET PHILADELPHIA PA 19123 NONE PUBLIC CHARITABLE 5000 EDUCATION INITIATIVES 821 EAST GATE DRIVE MT LAUREL NJ 08054 NONE PUBLIC CHARITABLE 221500 FEDERATION EARLY LEARNING SERVICES 10700 JAMISON AVENUE PHILADELPHIA PA 19116 NONE PUBLIC CHARITABLE 10000 FOUNDATIONS INC 701 EAST GATE DRIVE MT LAUREL NJ 08054 NONE PUBLIC CHARITABLE 200000 FRIENDS' CENTRAL SCHOOL 1101 CITY AVENUE WYNNEWOOD PA 19096 NONE PUBLIC CHARITABLE 1000 GLASSBORO BOARD OF EDUCATION 3 WILLIAMS STREET GLASSBORO NJ 08028 NONE PUBLIC CHARITABLE 5000 J'CHAI FEDERATION HALL 274 S BRYN MAWR AVENUE BALA CYNWYD PA 19010 NONE PUBLIC CHARITABLE 355750 JEFFERSON HOSPITAL 833 CHESTNUT STREET SUITE 220 PHILADELPHIA PA 19107 NONE PUBLIC CHARITABLE 10000 JEWISH FEDERATION OF SOUTHERN NEW JERSEY 1301 SPRINGDALE ROAD SUITE 200 CHERRY HILL NJ 08003 NONE PUBLIC CHARITABLE 205000 LA CASA DOMINICANA OF NEW JERSEY INC PO BOX 8046 ATLANTIC CITY NJ 08404 NONE PUBLIC CHARITABLE 150693 MINDING YOUR MIND 124 SIBLEY AVENUE ARDMORE PA 19003 NONE PUBLIC CHARITABLE 5000 NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY 101 S INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 NONE PUBLIC CHARITABLE 36000 PENNSYLVANIA ACADEMY OF THE FINE ARTS 1301 CHERRY STREET PHILADELPHIA PA 19107 NONE PUBLIC CHARITABLE 5500 POLICE ATHLETIC LEAGUE 3068 BELGRADE STREET PHILADELPHIA PA 19134 NONE PUBLIC CHARITABLE 15000 RONALD MCDONALD HOUSE 3925 CHESTNUT STREET PHILADELPHIA PA 19104 NONE PUBLIC CHARITABLE 12500 SCHULTZ HILL FOUNDATION 1616 PACIFIC AVENUE ATLANTIC CITY NJ 08401 NONE PUBLIC CHARITABLE 1000 WHYY INDEPENDENCE MALL WEST 150 NORTH SIXTH STREET PHILADELPHIA PA 19106 NONE PUBLIC CHARITABLE 3000 THE WEITZMAN NATIONAL MUSEUM 101 S INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 NONE PUBLIC CHARITABLE 3600 1555793 0 14 13932 14 210716 14 8 180000 -2387 -2387 224656 0 222269 0 0 0 0 0 0 0 0 0 1 JUDITH CREED HOMES FOR ADULT INDEPENDENCE (J'CHAI) 501(C)(3) A MEMBER OF THE BOARD OF DIRECTORS FOR JUDITH CREED HOMES FOR ADULT INDEPENDENCE (J'CHAI) IS THE WIFE OF THE FOUNDER OF THIS PRIVATE FOUNDATION. SHE RECEIVES NO COMPENSATION FROM THE PUBLIC CHARITY FOR HER SERVICE ON THE BOARD AND NO COMPENSATION THROUGH BUSINESS RELATIONSHIPS. EDUCATION INITIATIVES INC 501(C)(3) THE MEMBERS OF THE BOARD OF DIRECTORS FOR EDUCATION INITIATIVES, INC. ARE THE FOUNDER OF THIS PRIVATE FOUNDATION AND HIS WIFE. NEITHER HE NOR SHE RECEIVES COMPENSATION FROM THE PUBLIC CHARITY FOR THEIR SERVICE ON THE BOARD NOR DO THEY RECEIVE COMPENSATION THROUGH BUSINESS RELATIONSHIPS. X X 1 ROBERT SCHWARTZ 821 EAST GATE DRIVE MT LAUREL NJ 08054 100000 X ACCOUNTING FEES 13000 13000 0 UBS ACCOUNT # 27736 - DETAIL AVAILABLE UPON REQUEST 957903 1618430 PMA ACCOUNT - DETAIL AVAILABLE UPON REQUEST 807227 1290702 UBS ACCOUNT # 55867 - DETAIL AVAILABLE UPON REQUEST 505111 589031 UBS ACCOUNT # 58002 - DETAIL AVAILABLE UPON REQUEST 805491 1094769 DEV. CORP FOR ISRAEL BONDS AT COST 1040000 1040000 UBS ACCOUNT # 27735 - DETAIL AVAILABLE UPON REQUEST AT COST 12879496 23251663 PMA ACCOUNT - DETAIL AVAILABLE UPON REQUEST AT COST 264674 310863 INVESTMENT ADVISORY FEES 73120 73120 0 MISCELLANEOUS EXPENSE 1072 1072 0 MISC. INCOME 8 8 8 ROBERT SCHWARTZ 821 EAST GATE DRIVE MT LAUREL NJ 08054 FOREIGN TAXES PAID 24 24 0 PA FILING FEE 15 15 0 TAX EXPENSE 4559 31 0