2026-02-06T16:34:52-05:00 2025-12-31 814770318 FRADIN & COMPANY LTD INC 1000 GREENWICH AVENUE WARWICK RI 028864513 990PF 2025-01-01 056080363 MARIAN SCHWARTZ FAMILY FOUNDATION SCHW 4016413600 40 MINNESOTA AVENUE WARWICK RI 02888 JACK POMERANZ TRUSTEE 4016413600 2026-01-27 NEIL FRADIN CPA P00001674 4017382900 2026-02-06 2025 2025-03-06 01:10:19Z X 90726 X X 80 80 2573 2573 -848 38198 1805 2653 1385 51 51 865 815 2301 866 0 3513 3513 5814 866 3513 -4009 1787 66535 62549 90726 66535 62549 90726 0 X 66535 62549 66535 62549 66535 62549 66535 -4009 23 62549 62549 25 25 25 25 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 86125 0 0 86125 86125 1292 84833 4242 4242 25 25 4217 4217 4217 3513 3513 4217 3513 3513 3513 4217 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 FOR THE LOFE OF ARIA PO BOX 852 KIOWA CO 80117 NONE PC ANIMAL WELFARE 100 HAPPY RASCAL RANCH 17 TOD RD PLACITAS NM 87043 NONE PC ANIMAL WELFARE 200 RETURN TO FREEDOM PO BOX 926 LOMPOC CA 93438 NONE PC ANIMAL WELFARE 200 PENNY LANE FAOL RESCUE 30131 OCULUS LOOP NE RIO RANCO NM 87144 NONE PC ANIMAL WELFARE 300 LIFE SAVERS 23809 EAST AVE J LANCASTER CA 93534 NONE PC ANIMAL WELFARE 300 ST JUDES 2200 E 42ND ST NEW YORK NY 10017 NONE PC MEDICAL 2413 3513 14 80 14 2573 -848 2653 -848 1805 false false false false false false false false false false INDIRECT ACCOUNTING FEES 1385 SEE ATTACHED PURCHASE 2025-12 19378 19341 37 SEE ATTACHED PURCHASE 2025-12 18781 19629 76 -924 CASH IN LIEU PURCHASE 2025-12 39 39 ALTRIA 848 1153 ATT 1343 1987 BCE 1248 1310 BECTON 1067 1164 BOA 1741 3025 BROADCOM 814 2769 CHEVRON 1213 1677 CHUBB 1973 3745 CISCO 1987 2927 CITIGROUP 931 2334 COMCAST 1430 1255 CONOCOPHILLIS 1187 1685 CROWN CASTLE 1335 1244 DIAGEO 648 517 DOW 1034 889 DUKE ENERGY 1870 2344 EXXON 1703 2888 GENERAL DYNAMIC 1533 2693 GENUINE PARTS 1522 1476 HEALTHPEAK PROPERTIES 1766 1608 JOHNSON & JOHNSON 2159 2897 JOHNSON CONTROLLS 1507 3353 JP MORGAN CHASE 1727 3544 JP MORGAN DEPOSIT 1725 1725 KENVUE LOWES 1579 1929 MAGNUM ICE 95 MEDTRONIC 1750 2113 MERCK 1427 2000 MICROSOFT 724 1451 MORGAN STANLEY 1835 4083 NEXTERA 1727 2328 NOVARTIS 1494 2344 OMNICOM 1062 1211 PFIZER 633 672 PHILIPS MORRIS 1865 3208 QUALCOMM 1178 1368 RTX 1852 4035 SCHWAB VALUE 877 877 SIEMENS 1525 2379 TARGET 1018 1075 TRAVELERS 1090 2030 TRUST FINANCIAL 1281 1820 UNILEVER 1485 1766 UNITED PARCEL 1156 1190 UNTIED HEALTH 1019 990 VICI PROPERTIES 1661 1553 EXPENSES INVESTMENT FEES 813 813 ADR FEES 2 2 STATE FEES 50 RETURN OF PRINCIPAL 23 FOREIGN INCOME TAXES 51 51