Skip to main content

Nonprofit · EIN 13-3472786

BARRY K SCHWARTZ FAMILY FOUNDATION INC

Tax-exempt · GRANITE SPGS, NY 10527

Financials

$1.2M$705K2020−$22K$446K2022−$41K$596K2023$3M$761K2024
Revenue Expenses · by fiscal year end
Financials of BARRY K SCHWARTZ FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$2,977,484$761,189$2,216,295$299,897$0$299,897
October 31, 2024990-PF-$40,529$596,133-$636,662$484,217$0$484,217
October 31, 2023990-PF-$22,483$445,612-$468,095$1,120,879$0$1,120,879
October 31, 2021990-PF$1,169,062$704,691$464,371$3,296$0$3,296
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$2,542,150
Dividends
$1,713
Interest
$4
Net gain from sales of assets
$433,617

Expenses

Grants and similar amounts paid
$760,140
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$760,140
Excise tax on investment income
$6,051

Balance sheet and other

Total assets, start of year
$484,217
Total assets, end of year
$299,897
Total liabilities, end of year
$0
Net assets, end of year
$299,897
Fair market value of assets
$2,980,561
Qualifying distributions
$760,140
Net investment income
$435,334

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.

NameTitleHours / weekCompensation
BARRY K SCHWARTZ
159 MAHOPAC AVENUE, GRANITE SPRINGS, NY 10527
PRESIDENT0$0
SHERYL R SCHWARTZ
159 MAHOPAC AVENUE, GRANITE SPRINGS, NY 10527
VICE PRESIDENT0$0
990-PF for the year ended October 31, 2024: 2 people
NameTitleHours / weekCompensation
BARRY K SCHWARTZ
159 MAHOPAC AVENUE, GRANITE SPRINGS, NY 10527
PRESIDENT0$0
SHERYL R SCHWARTZ
159 MAHOPAC AVENUE, GRANITE SPRINGS, NY 10527
VICE PRESIDENT0$0
990-PF for the year ended October 31, 2023: 2 people
NameTitleHours / weekCompensation
BARRY K SCHWARTZ
159 MAHOPAC AVENUE, GRANITE SPRINGS, NY 10527
PRESIDENT0$0
SHERYL R SCHWARTZ
159 MAHOPAC AVENUE, GRANITE SPRINGS, NY 10527
VICE PRESIDENT0$0
990-PF for the year ended October 31, 2021: 2 people
NameTitleHours / weekCompensation
BARRY K SCHWARTZ
159 MAHOPAC AVENUE, GRANITE SPRINGS, NY 10527
PRESIDENT0$0
SHERYL R SCHWARTZ
159 MAHOPAC AVENUE, GRANITE SPRINGS, NY 10527
VICE PRESIDENT0$0

Address and contacts

Address (IRS master file)
159 MAHOPAC AVE, GRANITE SPGS, NY 10527-1127
Signed the 990-PF
BARRY K SCHWARTZ, PRESIDENT
Phone
(914) 248-5538
Return prepared by
PWC US TAX LLP

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 yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
13-3472786
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
1989
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$299,897
Income (IRS master file)
$3,413,194

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$2,977,484$761,189$299,897XML
990-PFOctober 2024-$40,529$596,133$484,217XML
990-PFOctober 2023-$22,483$445,612$1,120,879XML
990-PFOctober 2022–––IRS
990-PFOctober 2021$1,169,062$704,691$3,296XML
990-PFOctober 2020–––IRS
990-PFOctober 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 13-3472786).

Questions about BARRY K SCHWARTZ FAMILY FOUNDATION INC

What is the EIN of BARRY K SCHWARTZ FAMILY FOUNDATION INC?
The employer identification number (EIN) of BARRY K SCHWARTZ FAMILY FOUNDATION INC is 13-3472786.
Is BARRY K SCHWARTZ FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to BARRY K SCHWARTZ FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BARRY K SCHWARTZ FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of BARRY K SCHWARTZ FAMILY FOUNDATION INC 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 BARRY K SCHWARTZ FAMILY FOUNDATION INC 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 BARRY K SCHWARTZ FAMILY FOUNDATION INC?
The 990-PF for the year ended October 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does BARRY K SCHWARTZ FAMILY FOUNDATION INC have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $2,977,484, expenses of $761,189 and total assets of $299,897 at year end.

Other nonprofits in GRANITE SPGS

All nonprofits in GRANITE SPGS · New York