Nonprofit · EIN 11-6447242
SWARTZ FOUNDATION UA 110594
Tax-exempt · LLOYD HARBOR, NY 11743
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $443,801 | $1,107,373 | -$663,572 | $2,890,776 | $0 | $2,890,776 |
| October 31, 2024 | 990-PF | $436,834 | $2,047,500 | -$1,610,666 | $3,671,611 | $0 | $3,671,611 |
| October 31, 2023 | 990-PF | $82,521 | $1,840,261 | -$1,757,740 | $4,851,571 | $0 | $4,851,571 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $30,154
- Net gain from sales of assets
- $413,343
- Other income
- $304
Expenses
- Grants and similar amounts paid
- $1,015,980
- Compensation of officers, directors and key employees
- $25,000
- Disbursements for charitable purposes
- $1,055,805
- Excise tax on investment income
- $5,858
Balance sheet and other
- Total assets, start of year
- $3,671,611
- Total assets, end of year
- $2,890,776
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,890,776
- Fair market value of assets
- $2,890,776
- Qualifying distributions
- $1,055,805
- Net investment income
- $443,801
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James P King 7 Skyview Lane, Stony Brook, NY 11790 | Trustee | 5 | $25,000 |
| Dr Jerome Swartz 6 Light House PointRoad, Lloyd Harbor, NY 11743 | Trustee | 1 | $0 |
| Joshua Swartz 60 W 66th Street 21E, New York, NY 10023 | Trustee | 5 | $0 |
| Shanah Swartz Gordon 1 Fox Meadow Lane, Lloyd Harbor, NY 11743 | Trustee | 1 | $0 |
| Nathan Blumberg 14 Thatch Pond Road, Smithtown, NY 11787 | Trustee | 0.25 | $0 |
990-PF for the year ended October 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James P King 1239 Route 25A Suite 5, Stony Brook, NY 11790 | Trustee | 5 | $0 |
| Dr Jerome Swartz 6 Light House PointRoad, Lloyd Harbor, NY 11743 | Trustee | 5 | $0 |
| Joshua Swartz 18800 NE 29th Avenue 424, Aventura, FL 33180 | Trustee | 5 | $0 |
| Shanah Swartz Gordon 1 Fox Meadow Lane, Lloyd Harbor, NY 11743 | Trustee | 1 | $0 |
| Nathan Blumberg 14 Thatch Pond Road, Smithtown, NY 11787 | Trustee | 1 | $0 |
990-PF for the year ended October 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James P King 1239 Route 25A Suite 5, Stony Brook, NY 11790 | Trustee | 2.5 | $0 |
| Dr Jerome Swartz 6 Light House PointRoad, Lloyd Harbor, NY 11743 | Trustee | 5 | $0 |
| Joshua Swartz 18800 NE 29th Avenue 424, Aventura, FL 33180 | Trustee | 5 | $0 |
| Shanah Swartz Gordon 1 Fox Meadow Lane, Lloyd Harbor, NY 11743 | Trustee | 1 | $0 |
| Nathan Blumberg 14 Thatch Pond Road, Smithtown, NY 11787 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6 LIGHT HOUSE POINTROAD, LLOYD HARBOR, NY 11743-0000
- In care of
- % BERDON LLP
- Signed the 990-PF
- James P King, Trustee
- Phone
- (631) 470-4761
- Website
- theswartzfoundation.org
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 11-6447242
- 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
- 1996
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20J)
- Assets (IRS master file)
- $2,890,776
- Income (IRS master file)
- $446,032
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $443,801 | $1,107,373 | $2,890,776 | XML |
| 990-PF | October 2024 | $436,834 | $2,047,500 | $3,671,611 | XML |
| 990-PF | October 2023 | $82,521 | $1,840,261 | $4,851,571 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 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 11-6447242).
Questions about SWARTZ FOUNDATION UA 110594
- What is the EIN of SWARTZ FOUNDATION UA 110594?
- The employer identification number (EIN) of SWARTZ FOUNDATION UA 110594 is 11-6447242.
- Is SWARTZ FOUNDATION UA 110594 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to SWARTZ FOUNDATION UA 110594 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SWARTZ FOUNDATION UA 110594 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SWARTZ FOUNDATION UA 110594 due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SWARTZ FOUNDATION UA 110594 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of SWARTZ FOUNDATION UA 110594?
- The 990-PF for the year ended October 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $25,000 (James P King, Trustee).
- How much revenue does SWARTZ FOUNDATION UA 110594 have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $443,801, expenses of $1,107,373 and total assets of $2,890,776 at year end.
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