2025-02-04T18:25:47-05:00 2024-12-31 814770318 FRADIN & COMPANY LTD INC 1000 GREENWICH AVENUE WARWICK RI 028864513 990PF 2024-01-01 056080363 MARIAN SCHWARTZ FAMILY FOUNDATION SCHW 4016413600 40 MINNESOTA AVENUE WARWICK RI 02888 JACK POMERANZ TRUSTEE 4016413600 2025-02-04 true NEIL FRADIN CPA P00001674 4017382900 2025-02-04 2024 2025-03-06 01:10:19Z X 80641 X X 162 162 2670 2670 1591 6994 4423 2832 1000 82 56 888 838 1970 894 0 4222 4222 6192 894 4222 -1769 1938 68304 66535 80641 68304 66535 80641 0 X 68304 66535 68304 66535 68304 66535 68304 -1769 66535 66535 27 27 27 27 false false false false false false true true RI true false false false false true N/A JACK POMERANZ 4016313600 40 MINNESOTA AVENUE WARWICK RI 02886 false false false false false false false false false false false false false false false false false false false false JACK POMERANZ 40 MINNESOTA AVENUE WARWICK RI 02886 TRUSTEE 000.00 0 0 0 LYNNE ROBERTS 40 MINNESOTA AVENUE WARWICK RI 02886 TRUSTEE 000.00 0 0 0 JOEL POMERANZ 40 MINNESOTA AVENUE WARWICK RI 02886 TRUSTEE 000.00 0 0 0 NONE NONE N/A 82074 0 0 82074 82074 1231 80843 4042 4042 27 27 4015 4015 4015 4222 4222 4015 3720 4222 3720 502 3513 X JACK POMERANZ 40 MINNESOTA AVENUE WARWICK RI 02888 4012744444 LETTER OR PRINTED REQUEST IDENTIFYING ORGANIZATION AND CHARIABLE PURPOSE NONE MUST BE QUALIFIED CHARITABLE PURPOSE AMERICAN WILD PO BOX 1048 HILLS BOROUGH NC 27278 NONE 501C3 ANIMAL WELFARE 200 DAMON RUNYON CANCER FOUNDATION 55 BROADWAY NEW YORK NY 10006 NONE 501C3 MEDICAL 1922 FLEET OF ANGLES 3226 S NEWCOME ST DENVER CO 80227 NONE 501C3 ANIMAL WELFARE 100 HAPPY RASCAL RANCH 17 TOD RD PLACITAS NM 87043 NONE 501C3 ANIMAL WELFARE 300 PENNY LANE FAOL RESCUE 30131 OCULUS LOOP NE RIO RANCO NM 87144 NONE 501C3 ANIMAL WELFARE 300 RETURN TO FREEDOM PO BOX 926 LOMPOC CA 93438 NONE 501C3 ANIMAL WELFARE 150 SWEETBEAU HORSES PO BOX 620333 WOODSIDE CA 94062 NONE 501C3 ANIMAL WELFARE 100 TOBY KETIH FOUNDATION 818 NE 8TH OAKLAHOMA CITY OK 73104 NONE 501C3 MEDICAL 1000 THIS OLD HORSE 19025 COASTES BLVD HASTINGS MN 55033 NONE 501C3 ANIMAL WELFARE 150 4222 14 162 14 2670 1591 2832 1591 4423 false false false false false false false false false false INDIRECT ACCOUNTING FEES 1000 SIEMENS 2023-12 PURCHASE 2024-02 90 85 5 BOA 2023-12 PURCHASE 2024-02 97 92 5 BCE 2023-12 PURCHASE 2024-02 39 40 -1 CITIGROUP 2023-12 PURCHASE 2024-02 54 47 7 KENVUE 2023-12 PURCHASE 2024-02 62 62 NEXTERA ENERGY 2023-12 PURCHASE 2024-02 56 59 -3 PFIZER 2023-12 PURCHASE 2024-02 54 58 -4 TRUIST 2023-12 PURCHASE 2024-02 72 66 6 VICI 2023-12 PURCHASE 2024-02 60 61 -1 PURCHASE ALTRIA 2023-12 PURCHASE 2024-03 44 42 2 DUKE 2023-12 PURCHASE 2024-03 95 92 3 INTEL 2023-12 PURCHASE 2024-03 43 43 JOHNSON CONTROLS 2023-12 PURCHASE 2024-03 63 53 10 JP MORGAN CHASE 2023-12 PURCHASE 2024-03 189 157 32 MORGAN STANLEY 2023-12 PURCHASE 2024-03 89 80 9 PHILIP MORRIS 2023-12 PURCHASE 2024-03 94 93 1 RTX CORP 2023-12 PURCHASE 2024-03 92 82 10 INTEL 2023-12 PURCHASE 2024-08 645 1387 -742 ALTRIA 2023-12 PURCHASE 2024-10 109 85 24 ATT 2023-12 PURCHASE 2024-10 135 100 35 DUKE 2023-12 PURCHASE 2024-10 116 92 24 NEXTERA 2023-12 PURCHASE 2024-10 159 118 41 PURCHASE QUAL COMM 2024-08 PURCHASE 2024-10 163 171 -8 SIEMENS 2023-12 PURCHASE 2024-10 97 85 12 TRUIST 2023-02 PURCHASE 2024-10 45 32 13 PURCHASE CISCO 2022-11 PURCHASE 2024-02 50 52 -2 DOW 2021-05 PURCHASE 2024-02 54 48 6 EXXON 2021-05 PURCHASE 2024-02 102 59 43 GENUINE 2021-05 PURCHASE 2024-02 141 129 12 NOVARTIS 2021-05 PURCHASE 2024-02 103 88 15 CHEVRON 2021-05 PURCHASE 2024-03 155 103 52 CONOCO 2021-05 PURCHASE 2024-03 119 56 63 PURCHASE BROADCOM 2021-05 PURCHASE 2024-05 1364 435 929 CHEVRON 2021-05 PURCHASE 2024-10 149 103 46 COMCAST 2022-05 PURCHASE 2024-10 131 122 9 CONOCOPHILLIPS 2021-05 PURCHASE 2024-10 110 56 54 CROWN CASTLE 2023-10 PURCHASE 2024-10 326 278 48 BROADCOM 2021-05 PURCHASE 2024-11 323 87 236 CHUBB 2021-05 PURCHASE 2024-11 281 164 117 EXXON 2021-05 PURCHASE 2024-11 597 296 301 BROADCOM 2021-05 PURCHASE 2024-12 227 45 182 1 PURCHASE INTEL CORP SCHWAB VALUE 877 877 MICROSOFT 724 1265 ALTRIA 848 1046 DIAGEO 857 763 BROADCOM 945 2550 CITIGROUP 1024 1549 QUALCOMM 1024 922 TRAVELERS 1090 1686 TRUST FINANCIAL 1126 1475 HEALTHPEAK PROPERTIES 1224 1378 CONOCOPHILLIS 1238 1785 CROWN CASTLE 1265 1180 LOWES 1324 1728 PFIZER 1338 1220 ATT 1359 1844 UNITED PARCEL 1378 1135 CHEVRON 1429 1883 TARGET 1475 1486 UNILEVER 1485 1758 MERCK 1502 1990 EXXON 1503 2474 SIEMENS 1524 1740 GENUINE PARTS 1551 1401 COMCAST 1671 1576 KENVUE 1672 1729 BCE 1720 997 GENERAL DYNAMIC 1720 2371 NEXTERA 1727 2079 DOW 1757 1364 NOVARTIS 1758 1946 VICI PROPERTIES 1763 1695 BOA 1777 2549 JOHNSON CONTROLLS 1828 2684 MEDTRONIC 1829 1837 DUKE ENERGY 1870 2155 RTX 1889 2662 MORGAN STANLEY 1914 3017 CHUBB 1973 3316 CISCO 2091 2368 PHILIPS MORRIS 2145 2768 JOHNSON & JOHNSON 2338 2169 JP MORGAN CHASE 2355 3596 JP MORGAN DEPOSIT 2628 2628 EXPENSES INVESTMENT FEES 831 831 ADR FEES 7 7 STATE FEES 50 TAX 26 FOREIGN INCOME TAXES 56 56