2026-09-10T14:33:27-05:00 2025-12-31 FRANK J TROICI CPA 219 WOODBINE AVENUE MERRICK NY 11566 990PF 2025-01-01 236913820 THE JANE & MARTIN SCHWARTZ FAMILY FOUNDATION JANE 5168834581 CO FTROICI CPA 219 WOODBINE AVE MERRICK NY 11566 MARTIN SCHWARTZ TRUSTEE 5168834581 2026-09-10 P00226674 5167355918 X 2025 X 223188 X 179142 592 592 333 333 -719 91981 76282 1863 1863 181211 79070 0 0 0 1947 1947 0 34179 34179 0 36126 36126 0 139296 139296 175422 36126 139296 5789 42944 17096 16542 12601 220962 227305 210587 238058 243847 223188 0 0 X 480233 480233 0 0 -242175 -236386 238058 243847 238058 243847 238058 5789 0 243847 0 243847 75 SHS RUSSELL 1000 D 2015-08-26 2025-04-22 25673 6967 18706 18706 40 SHS RUSSELL 1000 D 2015-08-26 2025-07-18 17434 3716 13718 13718 54 SHS RUSSELL 1000 D 2015-08-26 2025-09-29 25266 5016 20250 20250 203 SHS UNITED PARCEL SVC INC D 2016-01-05 2025-03-20 23608 23608 23608 76282 597 0 597 0 597 0 0 1200 0 1200 30 573 573 0 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 133307 18916 0 152223 0 0 152223 2283 149940 7497 7497 597 597 6900 0 6900 0 6900 139296 0 139296 6900 0 0 107708 82000 85747 138278 93225 506958 139296 0 0 0 6900 132396 0 0 639354 0 0 0 0 0 0 107708 531646 82000 85747 138278 93225 132396 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. ACLU 125 BROAD STREET NEW YORK NY 10004 PF OPERATIONAL 750 ALZHEIMERS ASSOCIATION 225 N MICHIGAN AVE CHICAGO IL 60601 PF OPERATIONAL 300 BIDWELL HOUSE MUSEUM 100 ART SCHOOL RD MONTEREY MA 01245 PF OPERATIONAL 250 CONSUMER REPORTS 101 TRUMAN AVE YONKERS NY 10703 PF OPERATIONAL 205 AMERICAN RED CROSS 195 WILLIS AVE MINEOLA NY 11501 PF OPERATIONAL 150 CENTER FOR SCIENCE FOR PUBLIC INTEREST 1250 I STREET WASHINGTON DC 20005 PF OPERATIONAL 225 AMERICARES 88 HAMILTON AVENUE STAMFORD CT 06902 PF OPERATIONAL 500 ANTI DEFAMATION LEAGUE PO BOX 96226 WASHINGTON DC 20060 PF OPERATIONAL 400 BARRINGTON STAGE COMPANY PO BOX 946 GREAT BARRINGTON MA 01230 PF OPERATIONAL 3000 COVENANT HOUSE 460 W 41ST STREET NEW YORK NY 10036 PF OPERATIONAL 200 BERKSHIRE NATIONAL RESOURCES COUNCIL 20 BANK ROW 203 PITTSFIELD MA 01201 PF OPERATIONAL 300 BERKSHIRE SO REGIONAL COMMUNITY CENTER 15 CRISSEY RD GREAT BARRINGTON MA 01230 PF OPERATIONAL 500 BIRTHRIGHT ISRAEL FOUNDATION 711 3RD AVENUE NEW YORK NY 10017 PF OPERATIONAL 225 CHESTER THEATER 15 MIDDLEFIELD RD CHESTER MA 01011 PF OPERATIONAL 5000 COMMUNITY CHEST OF PORT WASHINGTON 382 MAIN STREET PORT WASHINGTON NY 11050 PF OPERATIONAL 1000 DOCTORS WITHOUT BORDERS 6 EAST 39TH STREET 8TH FLOOR NEW YORK NY 10016 PF OPERATIONAL 500 DOROT 171 W 85TH STREET NEW YORK NY 10024 PF OPERATIONAL 300 BAXTER POND FOUNDATION 1 CENTRAL DRIVE PORT WASHINGTON NY 11050 PF OPERATIONAL 50 ERASE RACISM 6800 JERICHO TURNPIKE SYOSSET NY 11791 PF OPERATIONAL 57000 CENTER FOR PRODUCTIVE RIGHTS 199 WATER ST NEW YORK NY 10038 PF OPERATIONAL 150 FEEDING AMERICA 161 N CLARK ST CHICAGO IL 60601 PF OPERATIONAL 100 FOUNDATION FOR INTERNATIONAL COMMUNITY ASSISTANCE (FINCA) 1201 15TH STREET NW 8TH FL WASHINGTON DC 20002 PF OPERATIONAL 125 GREENAGERS 62 UNDERMOUNTAIN RD SOUTH EGREMONT MA 01258 PF OPERATIONAL 250 FRIENDS OF YAEL SARAH 445 PARK AVE NEW YORK NY 10022 PF OPERATIONAL 50 HABITAT FOR HUMANITY 285 PEACHTREE CTR AVE ATLANTA GA 30303 PF OPERATIONAL 280 HILLEL 800 8TH ST WASHINGTON DC 20002 PF OPERATIONAL 100 INN-INTERFAITH NUTRITION NETWORK 148 FRONT STREET HEMPSTEAD NY 11550 PF OPERATIONAL 6800 JACOBS PILLOW DANCE 358 GEORGE CARTER RD BECKET MA 01223 PF OPERATIONAL 2000 JEWISH FEDERATION 300 LENORA ST SEATTLE WA 98121 PF OPERATIONAL 540 LANDMARK ON MAIN STREET 232 MAIN ST PORT WASHINGTON NY 11050 PF OPERATIONAL 12000 MAHAIWE ARTS CENTER 244 MAIN STREET 3 GREAT BARRINGTON MA 01230 PF OPERATIONAL 1000 MAZON PO BOX 6095 ALBERT LEA MN 56007 PF OPERATIONAL 1000 MERCY CORPS 45 SW ANKENY ST PORTLAND OR 97204 PF OPERATIONAL 100 MUSEUM OF JEWISH HERITAGE 36 BATTERY PLACE NEW YORK NY 10280 PF OPERATIONAL 180 NATIONAL PARKS 2 COLUMBUS CIRCLE NEW YORK NY 10019 PF OPERATIONAL 50 NONPROFIT CENTER OF THE BERKSHIRES 222 MAIN ST GREAT BARRINGTON MA 01230 PF OPERATIONAL 150 NORTH SHORE CHILD AND FAMILY GUIDANCE CENTER 480 OLD WESTBURY ROAD ROSLYN NY 10106 PF OPERATIONAL 7500 OPERATION SMILE 3641 FACULTY BLVD VIRGINIA BEACH VA 23453 PF OPERATIONAL 410 PLANNED PARENTHOOD 1650 VALENCIA ST SAN FRANCISCO CA 94110 PF OPERATIONAL 2500 PORT WASHINGTON LIBRARY FOUNDATION 455 MAIN ST PORT WASHINGTON NY 11050 PF OPERATIONAL 1000 RESIDENTS FORWARD 382 MAIN STREET PORT WASHINGTON NY 11050 PF OPERATIONAL 300 REPRODUCTIVE FREEDOM FOR ALL 1725 EYE STREET WASHINGTON DC 20006 PF OPERATIONAL 350 SHRINERS HOSPITAL 51 BLOSSOM ST BOSTON MA 02114 PF OPERATIONAL 200 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36102 PF OPERATIONAL 500 ST JUDE'S CHILDREN'S HOSPITAL 362 DANNY THOMAS PLACE MEMPHIS TN 38105 PF OPERATIONAL 300 THE JEWISH MUSEUM 1109 5TH AVE NEW YORK NY 01240 PF OPERATIONAL 150 THE COMMUNITY SYNOGOGUE 150 MIDDLE NECK ROAD PORT WASHINGTON NY 11050 PF OPERATIONAL 17606 UJA FEDERATION 130 E 59TH ST NEW YORK NY 10022 PF OPERATIONAL 11000 UNICEF 125 MAIDEN LANE NEW YORK NY 10038 PF OPERATIONAL 50 UNION FOR REFORM JUDAISM 633 THIRD AVE NEW YORK NY 10017 PF OPERATIONAL 200 US HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 PF OPERATIONAL 1500 139296 0 14 592 14 333 14 1863 18 -719 0 2069 0 2069 0 0 0 0 0 0 0 0 0 0 X X 1 MARTIN SCHWARTZ 60 ORCHARD FARM RD PORT WASHINGTON NY 11050 25732 X 2 MARTIN SCHWARTZ 60 ORCHARD FARM RD PORT WASHINGTON NY 11050 24764 X 3 MARTIN SCHWARTZ 60 ORCHARD FARM RD PORT WASHINGTON NY 11050 17257 X 4 MARTIN SCHWARTZ 60 ORCHARD FARM RD PORT WASHINGTON NY 11050 24947 X 5 MARTIN SCHWARTZ 60 ORCHARD FARM RD PORT WASHINGTON NY 11050 86442 X 1 300 SHS UNITED PARCEL SERVICE STOCK 25732 2025-01-05 2 75 SHS ISHARES RUSSELL 1000 GROWTH ETF 24764 2025-04-23 3 40 SHS ISHARES RUSSELL 1000 GROWTH ETF 17257 2025-07-21 4 54 SHS ISHARES RUSSELL 1000 GROWTH ETF 24947 2025-09-30 ARGOSY CREDIT PARTNERS AT COST 23200 23200 GLENROCKET CONVERTIBLE NOTES AT COST 85250 85250 ER PROPERTIES INVESTORS II LLC AT COST 118855 102137 ADVISOR FEES 184 184 0 MANAGEMENT FEE-ER PROPERTIES INVESTORS 3423 3423 0 MANAGEMENT FEE-ARGOSY CREDIT PARTNERS 1592 1592 0 ER PROPERTIES 28980 28980 0 ARGOSY CREDIT PARTNERS ORDINARY INCOME 1863 1863 1863 MARTIN AND JANE SCHWARTZ 60 ORCHARD FARM ROAD PORT WASHINGTON NY 11050 US TREASURY 1947 1947 0