Civic Intelligence

Schwartz Morris Foundation

990PF • Fiscal year 2022 • EIN 84-3849574

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

6008 Sarahcreek CourtRaleigh, NC 27607

(919) 280-0106

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

50th percentile

0.00x

Higher debt load relative to assets than 50% of similar nonprofits.

2022 filings • NTEE A • <$500k nonprofits • Source year 2022

Liabilities / Revenue

50th percentile

0.00x

Higher debt load relative to revenue than 50% of similar nonprofits.

2022 filings • NTEE A • <$500k nonprofits • Source year 2022

Net Margin

8th percentile

-142%

Higher net margin than 8% of similar nonprofits.

2022 filings • NTEE A12 • <$500k nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • NTEE A12 • <$500k nonprofits • Source year 2022

Asset Growth

34th percentile

-7.9%

Faster asset growth than 34% of similar nonprofits.

2022 filings • NTEE A • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-87%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • NTEE A • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$467,870

Down $40,286 (-7.9%) from 2021

Net Assets

Down

$467,870

Down $40,286 (-7.9%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue

Down

$28,406

Down $187,635 (-87%) from 2021

Expenses

Down

$68,693

Down $1,477 (-2.1%) from 2021

Net Income

Down

-$40,287

Down $186,158 (-128%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2019: $320,445Liabilities 2019: $02019Assets 2020: $362,285Liabilities 2020: $1Net Assets 2020: $362,2852020Assets 2021: $508,156Liabilities 2021: $1Net Assets 2021: $508,1562021Assets 2022: $467,870Liabilities 2022: $1Net Assets 2022: $467,8702022Assets 2023: $453,625Liabilities 2023: $1Net Assets 2023: $453,6252023Assets 2024: $616,953Liabilities 2024: $0Net Assets 2024: $616,9532024

Highlighted filing

2022

Assets$467,870
Liabilities$1
Net Assets$467,870

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2019: $320,445Expenses 2019: $0Net Income 2019: $320,4452019Revenue 2020: $90,127Expenses 2020: $48,287Net Income 2020: $41,8402020Revenue 2021: $216,041Expenses 2021: $70,170Net Income 2021: $145,8712021Revenue 2022: $28,406Expenses 2022: $68,693Net Income 2022: -$40,2872022Revenue 2023: $60,392Expenses 2023: $50,571Net Income 2023: $9,8212023Revenue 2024: $333,977Expenses 2024: $47,576Net Income 2024: $286,4012024

Highlighted filing

2022

Revenue$28,406
Expenses$68,693
Net Income-$40,287
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN A SCHWARTZPres Treas D-$0--
JAMES C MORRISVP Secr Dire-$0--
Filing and Contact Details

Filer

Filer Name
Schwartz Morris Foundation
EIN
84-3849574
Phone
9192800106
Address
6008 SARAHCREEK COURT, RALEIGH, NC 27607

Signing Officer

Name
Steven a Schwartz
Title
Pres Treas Director
Phone
9192800106
Signed
2023-05-15

Preparer

Firm
Linton & Associates Pa
Address
5011 SOUTHPARK DR SUITE 100, DURHAM, NC 27713
Preparer
Gwen S Adams CPA
Phone
9194895399
Raw XML AppendixShowing 400 of 406 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt016821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt110003
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt222178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt318161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt414000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt511832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt69519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt718452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt89656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt913795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1015450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1116654
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1211306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1321837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1417837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1510532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1612180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1714055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1811140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1910434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2013066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2112661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt228785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2314329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2414384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2515790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2619332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2713023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2814221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2916220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt018496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt110605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt222868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt318424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt417298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt58183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt616693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt714242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt89317
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt912625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1015146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1112939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1211120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1315606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1419961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1516935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1617086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1713910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt188565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1910035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2012568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2113636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2210627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2316089
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2418678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2516963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2620322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2712072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2816167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2911623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AIR PRODUCTS & CHEM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5COMCAST CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CROWN CASTLE REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CINN FINL CORP OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12FASTENAL COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13FIDELITY NATL INFO SVCS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14FRANKLIN RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15INTEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16JOHNSON AND JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17LOWE'S COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MERCK AND CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20NINTENDO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21NESTLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PROGRESSIVE CORP OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27STARBUCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31VERIZON COMMUNICATIONS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt012447
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt012447
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt012447
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt016271
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt060350
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt060350
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012447
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012447
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-40287
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0108291
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt015959
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt020875
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt07261
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07261
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt082
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt082
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt060850
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07843
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt068693
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt028718
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt028406
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07843
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt016271
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-40287
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0467870
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0508157
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0467870
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt025441
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt025441
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt025441
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt025731
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0290
IRS990PF/DistributableAmountGrp/TotalTaxAmt0290
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02396
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0290
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0290
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0290
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02396
IRS990PF/FMVAssetsEOYAmt0479016
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0472369
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0427653
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0438799
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0508157
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0467870
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt035788
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt040217
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt040217
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0508157
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0467870
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0479016
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0508157
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0467870
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0508157
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0467870
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0522457
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt039548
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0482909
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07837
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt025731
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0514620
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0522457
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEVEN A SCHWARTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES C MORRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES TREAS D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP SECR DIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06008 SARAHCREEK COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16008 SARAHCREEK COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027607
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd127607
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt060850
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt060850
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEVEN A SCHWARTZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06008 SARAHCREEK COURT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RALEIGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027607
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09192800106
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NO WEBSITE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LIST ORGANIZATION NAME AND CONFIRM CHARITABLE STATUS. PROVIDE MISSION STATEMENT, A BRIEF, ONE PARAGRAPH DESCRIPTION OF THE PROGRAM THE ORGANIZATION IF SEEKING FUNDS FOR AND THE AMOUNT OF THE GRANT REQUEST.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JAMES MORRIS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09192800106
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt06008 SARAHCREEK COURT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0RALEIGH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd027607
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THERE ARE NO FORMAL RESTRICTIONS OR LIMITATIONS AT THIS TIME.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0THERE ARE NO FORMAL DEADLINES.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STEVEN A SCHWARTZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt312500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt420000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt101000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT CHARITABLE ACTIVITIES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT CHARITABLE ACTIVITIES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT CHARITABLE ACTIVITIES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT CURRENT BUDGET.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT CURRENT BUDGET.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT CURRENT BUDGET.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT CURRENT BUDGET.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SUPPORT LOW INCOME HOUSING.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SUPPORT CURRENT BUDGET.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9SUPPORT CHARITABLE ACTIVITIES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10SUPPORT CHARITABLE ACTIVITIES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11SUPPORT CHARITABLE ACTIVITIES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12SUPPORT CURRENT BUDGET.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DUKE UNIV ANGELS AMONG US
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CASTING CAROLINAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NC HIGH SCHOOL ATHLETIC ASSN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SKIDMORE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5INTERFAITH FOOD SHUTTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6FOOD BANK OF CENTRAL & EASTERN NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7OAK CITY CARES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8THE GREEN CHAIR PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9HOPE CENTER AT PULLEN PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10A PLACE AT THE TABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11CARING COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12NEW HANOVER HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05001 S MIAMI BLVD 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12301 ERWIN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt225 TACOMA PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3222 FINLEY GOLF COURSE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4815 NORTH BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51001 BLAIR DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61924 CAPITAL BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71430 S WILMINGTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81853 CAPITAL BOULDEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91801 HILLEBOROUGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10300 W HARGETT ST 50
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt113000 STANFORD DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt122405 N 23RD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ASHEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SARATOGA SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12WILMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127710
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327517
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4128661632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd527603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd627604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd727603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd827604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd927605
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1027601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1127707
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1228405
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060350
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025441
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025441
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt031539
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027737
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt094685
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt035409
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt031539
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027737
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060850
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt035409
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt094685
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt059276
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt16997
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2114
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT ADV FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt16997
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2114
TaxesSchedule/TaxesDetail/Amt082
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt082
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN A SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES TREAS DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09192800106
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHWARTZ MORRIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCHW
ReturnHeader/Filer/EIN0843849574
ReturnHeader/Filer/PhoneNum09192800106
ReturnHeader/Filer/USAddress/AddressLine1Txt06008 SARAHCREEK COURT
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027607
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561662934
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINTON & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05011 SOUTHPARK DR SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DURHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027713
ReturnHeader/PreparerPersonGrp/PhoneNum09194895399
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GWEN S ADAMS CPA
ReturnHeader/ReturnTs02023-05-15T11:00:43-04:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings