2024-04-23T22:11:21-04:00 2023-12-31 461504262 TAX PREPARATION LLC 3055 HILTON RD STE A FERNDALE MI 48220 990PF 2023-01-01 473799574 JUDI & GEORGE SCHWARTZ FOUNDATION JUDI 7344557777 801 W ANN ARBOR TRAIL PLYMOUTH MI 48170 GEORGE P SCHWARTZ DIRECTOR PRESIDENT 7344557777 2024-04-22 true GEORGE SCHWARTZ 999009999 true ANTONY W HAWKINS CPA P00442500 2485412416 2024-04-23 2023 2023-04-26 12:10:37Z X 8639551 X 1750000 47681 47681 47681 41533 41533 41533 130621 130621 130621 130621 1969835 219835 219835 9268 9268 9268 9268 1149 1149 1149 1149 20 20 20 20 10437 10437 10437 10437 285000 285000 295437 10437 10437 295437 1674398 209398 209398 1157264 1909509 1909509 5000695 5957555 5957555 734606 772487 772487 6892565 8639551 8639551 0 X 6892565 8639551 6892565 8639551 6892565 8639551 6892565 1674398 72588 8639551 8639551 130621 2911 2911 2911 X 65 2976 false false false false false false false true true true false false false false true N/A ROBERT C SCHWARTZ 7344557777 12344 HOWLAND PARK DRIVE PLYMOUTH MI 48170 false false false false false false false false false false false false false false false false false false false false GEORGE P SCHWARTZ 11920 LORENZ WAY PLYMOUTH MI 48170 DIRECTOR PR 000.00 0 0 0 ROBERT C SCHWARTZ 12344 HOWLAND PARK DRIVE PLYMOUTH MI 48170 DIRECTOR SE 000.00 0 0 0 MICHAEL J SCHWARTZ 5830 CARNOUSTI CT AVE MARIA FL 34142 DIRECTOR VI 000.00 0 0 0 NONE NONE N/A 5550302 1115549 0 6665851 6665851 99988 6565863 328293 328293 1100 1100 327193 327193 327193 295437 295437 327193 6020 10945 39001 9868 65834 295437 295437 31756 31756 34078 0 34078 24210 9868 GEORGE P SCHWARTZ ROBERT C SCHWARTZ 801 W ANN ARBOR TRAIL SUITE 244 PLMOUTH MI 48170 7344557777 A BRIEF ONE PAGE PROFILE WITH MATERIALS WHICH SHOW THAT THE APPLICANT IS A ROMAN CATHOLIC CHURCH, SCHOOL OR CHARITY QUALIFIED UNDER 501(C)(3) WHICH SEEKS TO ASSIST HUNGRY, DESTITUTE, ELDERLY OR PHYSICALLY CHALLENGED OR WHICH SEEKS TO PROVIDE EDUCATION FOR THE FINANCIAL NEEDY. OCTOBER 1ST OF EACH YEAR ROMAN CATHOLIC ORIGINS SEE ATTACHED SCHEDULE 36600 SCHOOLCRAFT RD LIVONIA MI 48150 NONE EDUCATION FINANCIAL ASSISTANCE 285000 285000 47681 41533 130621 219835 219835 3 ADMINISTER FUNDS FOR RELIGIOUS, CHARITABLE, EDUCATIONAL 4 PURPOSES & TO GIVE FUNDS ON OCCASION TO AND THROUGH 8 ORGANIZATIONS TO CARRY OUT SUCH ROMAN CATHOLIC PUPOSES 8 219,835 USED TO CARRY OUT ABOVE PURPOSES 3 47,681 - INTEREST FROM AVE MARIA MONEY MKT FUND 3 WAS USED TO DISTRIBUTE FUNDS TO VARIOUS EDUCATIONAL 3 INSTITUTIONS, INCLUDING MADONNA UNIVERSITY, THOMAS AQUINAS 4 SOME DIVIDENDS & INTEREST WERE USED AS PART OF THE FUNDS 4 DISTRIBUTED TO THE ABOVE EDUCATIONAL INSTITUTIONS 4 OTHER DIVIDENDS & INTEREST WERE MAINTAINED FOR FUTURE 4 CHARITABLE DISTRIBUTIONS. false false false false false false false false false false X X 1 GEORGE P SCHWARTZ 11920 LORENZ WAY PLYMOUTH MI 48170 1000000 X 2 SCHWARTZ INVESTMENT COUNSEL 801 W ANN ARBOR TRAIL PLYMOUTH MI 48170 750000 X AVE MARIA VALUE FUND PURCHASE 22921 22921 AVE MARIA GROWTH FUND PURCHASE 30904 30904 AVE MARIA RISING DIVIDEND PURCHASE 24849 24849 AVE MARIA WORLD EQUIT FUND PURCHASE 17266 17266 SCHWARTZ VALUE FOCUSED FUND PURCHASE 34681 34681 AVA MARIA BOND FUND 772487 772487 AVA MARIA MUTUIAL FUNDS 5957555 5957555 INDIRECT LEGAL FEES 9268 9268 9268 9268 EXPENSES STATE ANNUAL FILING FEE 20 20 20 20 CHANGE IN MARKET VALUE 72588 INDIRECT TAXES/LICENSES 1149 1149 1149 1149