2025-05-31T12:31:00-05:00 2024-12-31 FRANK J TROICI CPA 219 WOODBINE AVENUE MERRICK NY 11566 990PF 2024-01-01 236913820 THE JANE & MARTIN SCHWARTZ FAMILY FOUNDATION JANE 5168834581 CO FTROICI CPA 219 WOODBINE AVE MERRICK NY 11566 MARTIN SCHWARTZ TRUSTEE 5168834581 2025-05-31 0 P00226674 5167355918 X 2024 2025-03-06 01:10:19Z X 253058 X 101539 873 873 572 572 8767 167884 102612 2389 2389 114140 106446 0 0 0 4624 2312 2312 229 229 0 33854 33854 0 38707 36395 2312 97829 97829 136536 36395 100141 -22396 70051 18233 17096 17096 242221 220962 235962 260454 238058 253058 0 0 X 480233 480233 0 0 -219779 -242175 260454 238058 260454 238058 260454 -22396 0 238058 0 238058 EDGEWOOD GROWTH P 2021-04-29 2024-01-04 10592 14357 -3765 -3765 ISHARES RUSSELL 1000 P 2021-05-05 2024-01-04 17693 15294 2399 2399 ISHARES RUSSELL 1000 P 2021-05-05 2024-04-09 13407 10196 3211 3211 ISHARES RUSSELL 1000 P 2021-05-05 2024-01-04 11509 11170 339 339 ISHARES RUSSELL 1000 P 2021-05-05 2024-04-09 15048 13563 1485 1485 UNITED PARCEL SERVICE P 2016-01-05 2024-05-23 42902 300 42602 42602 UNITED PARCEL SERVICE P 2016-01-05 2024-09-20 50371 392 49979 49979 ARGOSY CREDIT PARTNERS P 2024-12-31 6362 6362 6362 102612 974 0 974 0 974 0 0 0 0 0 55 1029 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 N/A MARTIN SCHWARTZ 5168834581 60 ORCHARD FARM ROAD PORT WASHINGTON NY 11050 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARTIN SCHWARTZ 60 ORCHARD FARM ROAD PORT WASHINGTON NY 11050 TRUSTEE 4.00 0 0 0 JANE SCHWARTZ 60 ORCHARD FARM ROAD PORT WASHINGTON NY 11050 TRUSTEE 4.00 0 0 0 SUZANNE A SCHWARTZ 14 HOLLY HILL LANE KATONAH NY 10536 TRUSTEE 1.00 0 0 0 MATTHEW SCHWARTZ 6 ALDEN LANE PORT WASHINGTON NY 11050 TRUSTEE 1.00 0 0 0 JULIE SCHWARTZ GABAY 37 TIMBERMILL CIRCLE STAMFORD CT 06903 TRUSTEE 1.00 0 0 0 BETSY A SCHWARTZ 171 VILLARD AVE HASTINGS ON THE HUDSON NY 10706 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 137984 22218 0 160202 0 0 160202 2403 157799 7890 7890 974 974 6916 0 6916 0 6916 100141 0 100141 6916 0 0 131722 107708 82000 85747 138278 545455 100141 0 0 0 6916 93225 0 0 638680 0 0 0 0 0 0 131722 506958 107708 82000 85747 138278 93225 MARTIN SCHWARTZ MARTIN SCHWARTZ 60 ORCHARD FARM ROAD PORT WASHINGTON NY 11050 5168834581 NO REQUIRED FORM. ALL INFORMATION REGARDING TAX STATUS OF ORGANIZATION AND INTENDED USE OF FUNDS SHOULD BE SUBMITTED. SUBMISSIONS WILL BE CONSIDERED WHEN RECEIVED. THERE ARE NO RESTRICTIONS OTHER THAN AWARDS BE USED FOR THEIR INTENDED PURPOSE. AMERICAN UNITED 1310 L ST NW WASHINGTON DC 20005 PUBLIC OPERATIONAL 100 ACLU 125 BROAD STREET NEW YORK NY 10004 PUBLIC OPERATIONAL 400 ALZHEIMERS ASSOCIATION 225 N MICHIGAN AVE CHICAGO IL 60601 PUBLIC OPERATIONAL 200 AMERICAN FOLK ART MUSEUM 2 LINCOLN SQ NEW YORK NY 10023 PUBLIC OPERATIONAL 100 AMERICAN LEGION 700 N PENNSLYVANIA ST INDIANAPOLIS IN 46206 PUBLIC OPERATIONAL 45 AMERICAN RED CROSS 195 WILLIS AVE MINEOLA NY 11501 PUBLIC OPERATIONAL 114 AMERICARES 88 HAMILTON AVENUE STAMFORD CT 06902 PUBLIC OPERATIONAL 500 ANTI DEFAMATION LEAGUE PO BOX 96226 WASHINGTON DC 20060 PUBLIC OPERATIONAL 300 BARRINGTON STAGE COMPANY PO BOX 946 GREAT BARRINGTON MA 01230 PUBLIC OPERATIONAL 3000 BERKSHIRE GROWN 321 MAIN ST GREAT BARRINGTON MA 01230 PUBLIC OPERATIONAL 200 BERKSHIRE NATIONAL RESOURCES COUNCIL 20 BANK ROW 203 PITTSFIELD MA 01201 PUBLIC OPERATIONAL 200 BIRTHRIGHT ISRAEL FOUNDATION 711 3RD AVENUE NEW YORK NY 10017 PUBLIC OPERATIONAL 150 BERKSHIRE SO REGIONAL COMMUNITY CENTER 15 CRISSEY RD GREAT BARRINGTON MA 01230 PUBLIC OPERATIONAL 300 CHESTER THEATER 15 MIDDLEFIELD RD CHESTER MA 01011 PUBLIC OPERATIONAL 5000 COMMUNITY CHEST OF PORT WASHINGTON 382 MAIN STREET PORT WASHINGTON NY 11050 PUBLIC OPERATIONAL 1000 DOCTORS WITHOUT BORDERS 6 EAST 39TH STREET 8TH FLOOR NEW YORK NY 10016 PUBLIC OPERATIONAL 5000 DOROT 171 W 85TH STREET NEW YORK NY 10024 PUBLIC OPERATIONAL 300 ELEPHANT FAMILY USA 130 WEST 79TH ST NEW YORK NY 10024 PUBLIC OPERATIONAL 1000 ERASE RACISM 6800 JERICHO TURNPIKE SYOSSET NY 11791 PUBLIC OPERATIONAL 5889 FAMILY AND CHILDREN'S ASSOCIATION 377 OAK ST GARDEN CITY NY 11530 PUBLIC OPERATIONAL 250 FOUNDATION FOR INTERNATIONAL COMMUNITY ASSISTANCE (FINCA) 1201 15TH STREET NW 8TH FL WASHINGTON DC 20002 PUBLIC OPERATIONAL 100 FRIENDS OF PORT WASHINGTON LIBRARY 1 LIBRARY DRIVE PORT WASHINGTON NY 11050 PUBLIC OPERATIONAL 1500 FEEDING AMERICA 161 N CLARK ST CHICAGO IL 60601 PUBLIC OPERATIONAL 50 HABITAT FOR HUMANITY 285 PEACHTREE CTR AVE ATLANTA GA 30303 PUBLIC OPERATIONAL 150 HOFSTRA UNIVERSITY 1000 FULTON AVE HEMPSTEAD NY 11549 PUBLIC OPERATIONAL 1000 HUMAN RIGHTS WATCH 350 FIFTH AVE NEW YORK NY 10118 PUBLIC OPERATIONAL 110 INN-INTERFAITH NUTRITION NETWORK 148 FRONT STREET HEMPSTEAD NY 11550 PUBLIC OPERATIONAL 6500 JACOBS PILLOW DANCE 358 GEORGE CARTER RD BECKET MA 01223 PUBLIC OPERATIONAL 2000 JEWISH MUSEUM 1109 5TH AVE AT 92ND ST NEW YORK NY 10128 PUBLIC OPERATIONAL 145 LANDMARK ON MAIN STREET 232 MAIN ST PORT WASHINGTON NY 11050 PUBLIC OPERATIONAL 5000 MAHAIWE ARTS CENTER 244 MAIN STREET 3 GREAT BARRINGTON MA 01230 PUBLIC OPERATIONAL 1000 MARA ELEPHANT PROJECT 4000 W 106TH ST CARMEL IN 46032 PUBLIC OPERATIONAL 100 MERCY CORPS 45 SW ANKENY ST PORTLAND OR 97204 PUBLIC OPERATIONAL 100 MONTEREY PANTRY PICKUP PO BOX 363 MONTEREY MA 01245 PUBLIC OPERATIONAL 150 NATIONAL PARKS 2 COLUMBUS CIRCLE NEW YORK NY 10019 PUBLIC OPERATIONAL 50 MUSEUM OF JEWISH HERITAGE 36 BATTERY PLACE NEW YORK NY 10280 PUBLIC OPERATIONAL 180 MUSEUM OF MODERN ART 11 W 53RD ST NEW YORK NY 10019 PUBLIC OPERATIONAL 430 NEW GROUND 70 ACORN LANE LEVITTOWN NY 11756 PUBLIC OPERATIONAL 1000 NASSAU COUNTY MUSEUM OF ART ONE MUSEUM DRIVE ROSLYN HARBOR NY 11576 PUBLIC OPERATIONAL 150 NATIONAL TRUST FOR HISTORIC PRESERVATION WATERGATE OFFICE BUILDING STE 1100 WASHINGTON DC 20037 PUBLIC OPERATIONAL 50 NORTH SHORE CHILD AND FAMILY GUIDANCE CENTER 480 OLD WESTBURY ROAD ROSLYN NY 10106 PUBLIC OPERATIONAL 6000 OPERATION SMILE 3641 FACULTY BLVD VIRGINIA BEACH VA 23453 PUBLIC OPERATIONAL 200 FRIENDS OF NOTRE DAME 3 SCHOOL HOUSE LN ETNA NH 03750 PUBLIC OPERATIONAL 75 PUBLIC CITIZEN 1600 20TH ST NW WASHINGTON DC 20037 PUBLIC OPERATIONAL 75 PORT WASHINGTON FIRE DEPARTMENT 423 PORT WASHINGTON BLVD PORT WASHINGTON NY 11050 PUBLIC OPERATIONAL 300 FRIENDS OF SMITHONIAN PO BOX 37012 WASHINGTON DC 20013 PUBLIC OPERATIONAL 75 PUBLIC THEATRE 425 LAFAYETT STREET NEW YORK NY 10003 PUBLIC OPERATIONAL 500 SMILE TRAIN 633 3RD AVE NEW YORK NY 10017 PUBLIC OPERATIONAL 250 RESIDENTS FORWARD 382 MAIN STREET PORT WASHINGTON NY 11050 PUBLIC OPERATIONAL 300 ROTACARE 875 JERUSALEM AVENUE UNIONDALE NY 11553 PUBLIC OPERATIONAL 5000 SHRINERS HOSPITAL 51 BLOSSOM ST BOSTON MA 02114 PUBLIC OPERATIONAL 100 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36102 PUBLIC OPERATIONAL 500 ST JUDE'S CHILDREN'S HOSPITAL 362 DANNY THOMAS PLACE MEMPHIS TN 38105 PUBLIC OPERATIONAL 300 THE COMMUNITY SYNOGOGUE 150 MIDDLE NECK ROAD PORT WASHINGTON NY 11050 PUBLIC OPERATIONAL 15581 THE CONSTRUCT FOUNDATION 329 NE CORCH ST PORTLAND OR 97232 PUBLIC OPERATIONAL 100 TANGLEWOOD 297 WEST ST LENOX MA 01240 PUBLIC OPERATIONAL 10000 THIRTEEN WNET NEW YORK 825 EIGHTH AVENUE NEW YORK NY 10019 PUBLIC OPERATIONAL 1000 UJA FEDERATION 130 E 59TH ST NEW YORK NY 10022 PUBLIC OPERATIONAL 11000 UNICEF 125 MAIDEN LANE NEW YORK NY 10038 PUBLIC OPERATIONAL 150 UNION FOR REFORM JUDAISM 633 THIRD AVE NEW YORK NY 10017 PUBLIC OPERATIONAL 200 VETERANS OF FOREIGN WARS 6850 MARTINS MILL ROAD PHILADELPHIA PA 19111 PUBLIC OPERATIONAL 60 VIM VOLUNTEERS IN MEDICINE 777 S MAIN STREET 4 GREAT BARRINGTON MA 01230 PUBLIC OPERATIONAL 250 US HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 PUBLIC OPERATIONAL 2000 97829 0 14 873 14 572 14 2389 18 8767 0 12601 0 12601 0 0 0 0 0 0 0 0 0 0 X X 1 MARTIN SCHWARTZ 60 ORCHARD FARM RD PORT WASHINGTON NY 11050 43796 X 2 MARTIN SCHWARTZ 60 ORCHARD FARM RD PORT WASHINGTON NY 11050 50742 X 1 300 SHS UNITED PARCEL SERVICE STOCK 43796 2024-04-25 2 392 SHS UNITED PARCEL SERVICE STOCK 50742 2024-09-09 TAX PREPARATION & LEGAL FEES 4624 2312 2312 ARBA CREDIT INVESTORS AT COST 1484 1484 ARGOSY CREDIT PARTNERS AT COST 22718 22718 GLENROCKET CONVERTIBLE NOTES AT COST 85250 85250 ER PROPERTIES INVESTORS II LLC AT COST 111510 126510 ADVISOR FEES 425 425 0 MANAGEMENT FEE-ARBA CREDIT INVESTORS 366 366 0 MANAGEMENT FEE-ER PROPERTIES INVESTORS 3751 3751 0 MANAGEMENT FEE-ARGOSY CREDIT PARTNERS 1356 1356 0 ER PROPERTIES 27956 27956 0 ARGOSY CREDIT PARTNERS ORDINARY INCOME 2389 2389 2389 MARTIN AND JANE SCHWARTZ 60 ORCHARD FARM ROAD PORT WASHINGTON NY 11050