2025-03-31T13:55:19-04:00 2024-12-31 561662934 LINTON & ASSOCIATES PA 5011 SOUTHPARK DR SUITE 100 DURHAM NC 27713 990PF 2024-01-01 843849574 SCHWARTZ MORRIS FOUNDATION SCHW 9192800106 6008 SARAHCREEK COURT RALEIGH NC 27607 STEVEN A SCHWARTZ PRES TREAS DIRECTOR 9192800106 2025-03-19 true GWEN S ADAMS CPA P00519935 9194895399 2025-03-19 2024 2025-03-06 01:10:19Z X 669666 X 153200 12644 12644 12644 168133 279470 168133 333977 180777 12644 1000 1000 6649 6649 77 77 7726 7726 0 39850 39850 47576 7726 39850 286401 173051 12644 33828 41983 41983 419797 574970 627683 453625 616953 669666 0 X 453625 616953 453625 616953 453625 616953 453625 286401 740026 123073 616953 168133 2405 2405 2405 2098 2098 307 false false false false false false false true true true false false false false true NO WEBSITE STEVEN A SCHWARTZ 9192800106 6008 SARAHCREEK COURT RALEIGH NC 27607 false false false false false false false false false false false false false false false false false false false false STEVEN A SCHWARTZ 6008 SARAHCREEK COURT RALEIGH NC 27607 PRES TREAS D 0.25 0 0 0 JAMES C MORRIS 6008 SARAHCREEK COURT RALEIGH NC 27607 VP SECR DIRE 0.25 0 0 0 NONE NONE N/A 553006 34711 0 587717 587717 8816 578901 28945 28945 2405 2405 26540 26540 26540 39850 39850 26540 27737 31539 35409 15108 109793 39850 26540 13310 123103 0 123103 27737 31539 35409 15108 13310 STEVEN A SCHWARTZ JAMES MORRIS 6008 SARAHCREEK COURT RALEIGH NC 27607 9192800106 SMFOUNDATIONREQUEST@GMAIL.COM LIST 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. THERE ARE NO FORMAL DEADLINES. THERE ARE NO FORMAL RESTRICTIONS OR LIMITATIONS AT THIS TIME. AMERICAN HEART ASSOCIATION 5001 S MIAMI BLVD 300 DURHAM NC 27703 TO SUPPORT ORGANIZATION'S MISSION. 5000 CASTING CAROLINAS 25 TACOMA PLACE ASHEVILLE NC 28801 TO SUPPORT ORGANIZATION'S MISSION. 1000 SKIDMORE COLLEGE 815 NORTH BROADWAY SARATOGA SPRINGS NY 128661632 SUPPORT CURRENT BUDGET. 25000 TISCH BRAIN TUMOR CENTER 47 BAKER HOUSE TRENT DR DURHAM NC 27710 TO SUPPORT ORGANIZATION MISSION. 1000 SPCA OF WAKE COUNTY 200 PETFINDER LANE RALEIGH NC 27603 TO SUPPORT ORGANIZATION'S MISSION. 7000 CHAPEL HILL HS BOOSTER CLUB 9217 SEAWELL SCH RD CHAPEL HILL NC 27516 TO SUPPORT ACTIVITIES. 850 39850 14 12644 168133 12644 168133 180777 false false false false false false false false false false X X 1 STEVEN A SCHWARTZ 6008 SARAHCREEK COURT RALEIGH NC 27607 153200 X 1 308 SH APP 100400 2024-12-12 1 295 SH IBKR 52800 2024-12-27 ACCOUNTING FEES 1000 1000 MERRILL PURCHASE 2225 2131 94 MERRILL PURCHASE 277245 109206 168039 AIR PRODUCTS & CHEM 29411 30164 ALTRIA GROUP INC 12835 14746 APPLE INC 29345 39066 BLACKROCK INC 25480 31778 BERKSHIRE HATHAWAY INC 21361 31276 COMCAST CORP NEW CL A 13269 10508 CHEVRON CORP 13481 16512 CROWN CASTLE REIT INC 18444 10619 CINN FINL CORP OHIO 12652 15663 CISCO SYSTEMS INC 17501 19062 DEXCOM INC DIAGEO PLC 17362 13094 DOMINION ENERGY INC 22879 18582 FASTENAL COMPANY 14533 17330 FIDELITY NATL INFO SVCS. 23640 22293 JOHNSON AND JOHNSON 21219 19668 LOWE'S COMPANIES 16807 25174 MERCK AND CO INC 16108 18702 MICROSOFT CORP 18142 23604 NINTENDO LTD 20369 21623 NESTLE 14633 10866 NORFOLK SOUTHERN CORP 24841 23939 NORTHRUP GRUMMAN CORP 16720 17364 PAYCHEX INC 16798 19771 PHILIP MORRIS INTL INC 23443 28764 PROGRESSIVE CORP OHIO 15929 27555 SCHWAB CHARLES CORP 18720 22573 STARBUCKS 18874 18615 TE CONNECTIVITY 18124 17585 TEXAS INSTRUMENTS 24885 27189 UNITED PARCEL SERVICE 17165 13998 VERIZON COMMUNICATIONS ADJUSTMENT 123073 ADR FEES 150 150 ADVISORY FEES 6499 6499 FOREIGN TAX 77 77