SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund

LEI: 549300W3NE6KWWF7R314

Entity

Legal Name

Language Code

Other Entity Names

Other Entity Name 1

Name

SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund

Type

PREVIOUS_LEGAL_NAME

Language Code

Legal Address (English)

C/O DAVID JAMES 225 PICTORIA DRIVE SUITE 450 CINCINNATI, Ohio (US-OH), 45246 UNITED STATES

Headquarters Address (English)

C/O SCHWARTZ INVESTMENT COUNSEL, INC. 801 ANN ARBOR TR STE 244 PLYMOUTH, Michigan (US-MI), 48170 UNITED STATES

Legal Jurisdiction Country

UNITED STATES (US)

Registration Authority

Registration Authority ID

Securities and Exchange Commission (RA000665)

Registration Authority Entity ID

S000001551

Entity Legal Form Code

Other (8888)

Other Legal Form

FUND

Entity Category

FUND

Entity Status

ACTIVE

Entity Creation Date

2005-05-02 00:00:00

Relationships

Direct Parent

Parent Information Not Provided

Non-Disclosure Reason 1

Reason

NO_KNOWN_PERSON

Ultimate Parent

Ultimate Parent Same As Direct Parent

Managing Fund Parent

Parent LEI

2549005YQBVEC6GD9E29

Relationship Periods

Relationship Period 1

Start Date

2005-05-02 00:00:00

Period Type

RELATIONSHIP_PERIOD

Relationship Status

ACTIVE

Relationship Registration

Initial Registration Date

2023-02-14 03:51:52

Last Update Date

2025-01-24 07:57:05

Registration Status

PUBLISHED

Validation Sources

FULLY_CORROBORATED

Validation Documents

SUPPORTING_DOCUMENTS

Validation Reference

https://www.sec.gov/Archives/edgar/data/891160/000139834422017276/fp0078872_ncsrs.htm

Umbrella Fund Parent

Parent LEI

549300TMUIREL25T6R98

Relationship Periods

Relationship Period 1

Start Date

2005-05-02 00:00:00

Period Type

RELATIONSHIP_PERIOD

Relationship Status

ACTIVE

Relationship Registration

Initial Registration Date

2023-02-14 03:51:52

Last Update Date

2025-01-24 07:57:05

Registration Status

PUBLISHED

Validation Sources

FULLY_CORROBORATED

Validation Documents

SUPPORTING_DOCUMENTS

Validation Reference

https://www.sec.gov/Archives/edgar/data/891160/000139834422017276/fp0078872_ncsrs.htm

Registration

Initial Registration Date

2018-01-31 15:37:00

Last Update Date

2025-01-24 07:57:05

Next Renewal Date

2026-01-31 20:48:43

Registration Status

ISSUED

Managing LOU

5493001KJTIIGC8Y1R12

Validation Sources

FULLY_CORROBORATED

Validation Authority

Validation Authority ID

Securities and Exchange Commission (RA000665)

Validation Authority Entity ID

S000001551