Nonprofit · EIN 04-2712836
SHATZ SCHWARTZ AND FENTIN CHARITABLE FOUNDATION
Tax-exempt · SPRINGFIELD, MA 01103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $10,696 | $10,050 | $646 | $1,786 | $0 | $1,786 |
| August 31, 2024 | 990-PF | $7,704 | $10,400 | -$2,696 | $1,140 | $0 | $1,140 |
| August 31, 2023 | 990-PF | $12,631 | $9,600 | $3,031 | $3,836 | $0 | $3,836 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $10,693
- Interest
- $3
Expenses
- Grants and similar amounts paid
- $10,050
- Disbursements for charitable purposes
- $10,050
Balance sheet and other
- Total assets, start of year
- $1,140
- Total assets, end of year
- $1,786
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,786
- Fair market value of assets
- $1,786
- Qualifying distributions
- $10,050
- Net investment income
- $3
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN J SCHWARTZ 1441 MAIN ST STE 1100, SPRINGFIELD, MA 011031450 | TRUSTEE | 1 | $0 |
| TIMOTHY P MULHERN 1441 MAIN ST STE 1100, SPRINGFIELD, MA 011031450 | TRUSTEE | 1 | $0 |
| MICHELE J FEINSTEIN 1441 MAIN ST STE 1100, SPRINGFIELD, MA 011031450 | TRUSTEE | 1 | $0 |
| MICHAEL A FENTON 1441 MAIN ST STE 1100, SPRINGFIELD, MA 011031450 | TRUSTEE | 1 | $0 |
990-PF for the year ended August 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN J SCHWARTZ 1441 MAIN ST STE 1100, SPRINGFIELD, MA 011031450 | TRUSTEE | 1 | $0 |
| GARY S FENTIN 1441 MAIN ST STE 1100, SPRINGFIELD, MA 011031450 | TRUSTEE | 1 | $0 |
| JAMES B SHEILS 1441 MAIN ST STE 1100, SPRINGFIELD, MA 011031450 | TRUSTEE | 1 | $0 |
| TIMOTHY P MULHERN 1441 MAIN ST STE 1100, SPRINGFIELD, MA 011031450 | TRUSTEE | 1 | $0 |
990-PF for the year ended August 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN J SCHWARTZ 5610 WISCONSIN AVE APT 809, CHEVY CHASE, MD 20815 | TRUSTEE | 0 | $0 |
| GARY S FENTIN 901 ROARING BROOK RD, CONWAY, MA 01341 | TRUSTEE | 0 | $0 |
| JAMES B SHEILS 42 TOBEY HILL DRIVE, DENNIS, MA 02638 | TRUSTEE | 0 | $0 |
| TIMOTHY P MULHERN 46 OVERBROOK DR, LONGMEADOW, MA 011062510 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1441 MAIN ST STE 1100, SPRINGFIELD, MA 01103-1450
- Signed the 990-PF
- TIMOTHY P MULHERN, TRUSTEE
- Phone
- (413) 737-1131
- Return prepared by
- BURKHART PIZZANELLI PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 04-2712836
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1981
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,786
- Income (IRS master file)
- $10,696
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $10,696 | $10,050 | $1,786 | XML |
| 990-PF | August 2024 | $7,704 | $10,400 | $1,140 | XML |
| 990-PF | August 2023 | $12,631 | $9,600 | $3,836 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2712836).
Questions about SHATZ SCHWARTZ AND FENTIN CHARITABLE FOUNDATION
- What is the EIN of SHATZ SCHWARTZ AND FENTIN CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SHATZ SCHWARTZ AND FENTIN CHARITABLE FOUNDATION is 04-2712836.
- Is SHATZ SCHWARTZ AND FENTIN CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to SHATZ SCHWARTZ AND FENTIN CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHATZ SCHWARTZ AND FENTIN CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHATZ SCHWARTZ AND FENTIN CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHATZ SCHWARTZ AND FENTIN CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of SHATZ SCHWARTZ AND FENTIN CHARITABLE FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does SHATZ SCHWARTZ AND FENTIN CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $10,696, expenses of $10,050 and total assets of $1,786 at year end.
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