2025-01-28T17:39:31-06:00 2024-08-31 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990PF 2023-09-01 232267403 THE SCHWARTZ CREED FOUNDATION C/O ROBERT SCHWARTZ SCHW 8567789200 821 EAST GATE DRIVE MT LAUREL NJ 08054 ROBERT SCHWARTZ PRESIDENT 8567789200 2025-01-20 1 1 ALLISON SHOEMAKER P00468621 2154414600 2023 2025-03-06 01:10:19Z X 30259318 X 0 X 39109 39109 146790 146790 473694 2570956 473694 948533 948533 1608126 1608126 0 0 0 13650 13650 0 34 34 0 70304 70304 0 83988 83988 0 1659301 1659301 1743289 83988 1659301 -135163 1524138 80820 3335509 3335509 3075732 2906711 5093809 14184170 9186494 20053127 0 1776873 1776873 17340722 17205587 30259318 0 0 X 23720181 23720181 0 0 -6379459 -6514594 17340722 17205587 17340722 17205587 17340722 -135163 28 17205587 0 17205587 UBS #27735 - DETAIL AVAILABLE UPON REQUEST P 2023-08-31 2024-08-31 15360 15100 260 260 UBS #27735 - DETAIL AVAILABLE UPON REQUEST P 2022-08-31 2024-08-31 736406 529551 206855 206855 UBS #27736 - DETAIL AVAILABLE UPON REQUEST P 2023-08-31 2024-08-31 257917 227882 30035 30035 UBS #27736 - DETAIL AVAILABLE UPON REQUEST P 2022-08-31 2024-08-31 523586 331431 192155 192155 UBS #55867 - DETAIL AVAILABLE UPON REQUEST P 2023-08-31 2024-08-31 373018 379190 -6172 -6172 UBS #55867 - DETAIL AVAILABLE UPON REQUEST P 2022-08-31 2024-08-31 165761 123378 42383 42383 UBS #58002 - DETAIL AVAILABLE UPON REQUEST P 2023-08-31 2024-08-31 140450 140437 13 13 UBS #58002 - DETAIL AVAILABLE UPON REQUEST P 2022-08-31 2024-08-31 275058 268032 7026 7026 PMA #700318 - DETAIL AVAILABLE UPON REQUEST P 2022-08-31 2024-08-31 83400 82261 1139 1139 473694 21186 0 21186 0 21186 8490 0 20000 0 28490 0 7304 7304 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 29304620 724155 0 30028775 0 0 30028775 450432 29578343 1478917 1478917 21186 21186 1457731 0 1457731 0 1457731 1659301 0 1659301 1457731 0 0 198229 755881 1136768 2090878 152525 4334281 1659301 0 0 0 1457731 201570 0 0 4535851 0 0 0 0 0 0 198229 4337622 755881 1136768 2090878 152525 201570 ROBERT SCHWARTZ X AADD 261 OLD YORK ROAD SUITE A-50 JENKINTOWN PA 19046 NONE PUBLIC CHARITABLE 7500 AMERICAN FRIENDS OF THE JAFFA INSTITUTE 171-06 76TH AVENUE FLUSHING NY 11366 NONE PUBLIC CHARITABLE 387500 AMERICAN RED CROSS PO BOX 37839 BOONE IA 500370839 NONE PUBLIC CHARITABLE 10000 BETHESDA PROJECT 1630 SOUTH STREET PHILADELPHIA PA 19146 NONE PUBLIC CHARITABLE 40000 BIRTHRIGHT ISRAEL FOUNDATION PO BOX 21615 NEW YORK NY 10087 NONE PUBLIC CHARITABLE 10000 CONGRETION RODEPH SHALOM 615 N BROAD STREET PHILADELPHIA PA 19123 NONE PUBLIC CHARITABLE 1500 CUREDUCHENNE 1400 WUAIL STREET 110 NEW PORT BEACH CA 92660 NONE PUBLIC CHARITABLE 3750 EDUCATION INITIATIVES 821 EAST GATE DRIVE MT LAUREL NJ 08054 NONE PUBLIC CHARITABLE 202000 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 OF OFANIM 1255 DRUMMERS LANE SUITE 200 WAYNE PA 19087 NONE PUBLIC CHARITABLE 80000 FRIENDS OF RITTENHOUSE SQUARE 201 S 18TH STREET PHILADELPHIA PA 19103 NONE PUBLIC CHARITABLE 500 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 340000 JEWISH FAMILY AND CHILDREN'S SERVICE OF GREATER PHILADELPHIA 345 MONTGOMERY AVENUE BALA CYNWYD PA 19004 NONE PUBLIC CHARITABLE 500 JEWISH FEDERATION OF GREATER PHILADELPHIA 2100 ARCH STREET 5A PHILADELPHIA PA 19103 NONE PUBLIC CHARITABLE 10000 JEWISH FEDERATION OF SOUTHERN NEW JERSEY 1301 SPRINGDALE ROAD SUITE 200 CHERRY HILL NJ 08003 NONE PUBLIC CHARITABLE 200000 KINGSWAY LEARNING CENTER 244 ROUTE 38W MOORESTOWN NJ 08057 NONE PUBLIC CHARITABLE 1000 LA CASA DOMINICANA OF NEW JERSEY INC PO BOX 8046 ATLANTIC CITY NJ 08404 NONE PUBLIC CHARITABLE 124801 MINDING YOUR MIND 124 SIBLEY AVENUE ARDMORE PA 19003 NONE PUBLIC CHARITABLE 5000 PAFA 118-128 N BROAD STREET PHILADELPHIA PA 19102 NONE PUBLIC CHARITABLE 500 PAWS AND AFFECTION PO BOX 138 NARBETH PA 19072 NONE PUBLIC CHARITABLE 500 PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 NONE PUBLIC CHARITABLE 2000 PROJECT HOME 1415 FAIRMOUNT AVENUE PHILADELPHIA PA 19130 NONE PUBLIC CHARITABLE 10000 ROTARY CLUB OF CHESTNUT HILL 8855 GERMANTOWN AVENUE CHESTNUT HILL PA 19118 NONE PUBLIC CHARITABLE 400 SINGING CITY 1501 CHERRY STREET PHILADELPHIA PA 19102 NONE PUBLIC CHARITABLE 250 THE WEITZMAN NATIONAL MUSEUM 101 S INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 NONE PUBLIC CHARITABLE 3600 WHYY INDEPENDENCE MALL WEST 150 NORTH SIXTH STREET PHILADELPHIA PA 19106 NONE PUBLIC CHARITABLE 3000 1659301 0 14 39109 14 146790 14 948533 180000 473694 473694 1134432 0 1608126 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. ACCOUNTING FEES 13650 13650 0 UBS ACCOUNT # 27736 - DETAIL AVAILABLE UPON REQUEST 812697 1652111 PMA ACCOUNT - DETAIL AVAILABLE UPON REQUEST 819717 1558704 UBS ACCOUNT # 55867 - DETAIL AVAILABLE UPON REQUEST 556664 677832 UBS ACCOUNT # 58002 - DETAIL AVAILABLE UPON REQUEST 717633 1205162 DEV. CORP FOR ISRAEL BONDS AT COST 1040000 1040000 UBS ACCOUNT # 27735 - DETAIL AVAILABLE UPON REQUEST AT COST 7848864 18622103 PMA ACCOUNT - DETAIL AVAILABLE UPON REQUEST AT COST 297630 391024 DEPOSITS IN TRANSIT 0 1776873 1776873 INVESTMENT ADVISORY FEES 67868 67868 0 MISCELLANEOUS EXPENSE 2436 2436 0 ANNUITY INCOME 948533 948533 948533 NONTAXABLE RETURN OF CAPITAL 28 ROBERT SCHWARTZ 821 EAST GATE DRIVE MT LAUREL NJ 08054 FOREIGN TAXES PAID 19 19 0 PA FILING FEE 15 15 0