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Nonprofit · EIN 11-6112410

LONNIE THOMAS SCHWARTZ CHARITABLE FOUNDATION

Tax-exempt · ALBANY, NY 12203

Financials

−$75K$229K2023$167K$403K2024
Revenue Expenses · by fiscal year end
Financials of LONNIE THOMAS SCHWARTZ CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$167,210$403,426-$236,216$3,723,654$0$3,723,654
December 31, 2023990-PF-$74,600$228,649-$303,249$3,811,324$0$3,811,324
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$3,500
Dividends
$48,913
Interest
$72,834
Net gain from sales of assets
$41,963

Expenses

Grants and similar amounts paid
$376,518
Disbursements for charitable purposes
$376,518
Excise tax on investment income
$1,950

Balance sheet and other

Total assets, start of year
$3,811,324
Total assets, end of year
$3,723,654
Total liabilities, end of year
$0
Net assets, end of year
$3,723,654
Fair market value of assets
$3,723,654
Qualifying distributions
$376,518
Net investment income
$163,710

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
THOMAS SCHWARTZ
782 WALDENS POND WEST, ALBANY, NY 12203
President0$0
LONNIE SCHWARTZ
782 WALDENS POND WEST, ALBANY, NY 12203
Treasurer0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
THOMAS SCHWARTZ
782 WALDENS POND WEST, ALBANY, NY 12203
President0$0
LONNIE SCHWARTZ
782 WALDENS POND WEST, ALBANY, NY 12203
Treasurer0$0

Address and contacts

Address (IRS master file)
782 WALDENS POND RD, ALBANY, NY 12203-6005
In care of
% FRIEDMAN LLP
Signed the 990-PF
THOMAS SCHWARTZ, President
Phone
(484) 250-0874
Return prepared by
Kenaware Ave LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
11-6112410
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
1968
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,723,654
Income (IRS master file)
$740,286

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$167,210$403,426$3,723,654IRS
990-PFDecember 2023-$74,600$228,649$3,811,324XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 11-6112410).

Questions about LONNIE THOMAS SCHWARTZ CHARITABLE FOUNDATION

What is the EIN of LONNIE THOMAS SCHWARTZ CHARITABLE FOUNDATION?
The employer identification number (EIN) of LONNIE THOMAS SCHWARTZ CHARITABLE FOUNDATION is 11-6112410.
Is LONNIE THOMAS SCHWARTZ CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to LONNIE THOMAS SCHWARTZ CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LONNIE THOMAS SCHWARTZ CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LONNIE THOMAS SCHWARTZ CHARITABLE FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LONNIE THOMAS SCHWARTZ CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of LONNIE THOMAS SCHWARTZ CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does LONNIE THOMAS SCHWARTZ CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $167,210, expenses of $403,426 and total assets of $3,723,654 at year end.

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