Nonprofit · EIN 13-3632755
SCHWARTZ FAMILY FOUNDATION
Tax-exempt · BEDFORD HILLS, NY 10507
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $20,657 | $8,275 | $12,382 | $114,805 | $0 | $114,805 |
| April 30, 2025 | 990-PF | $17,724 | $41,341 | -$23,617 | $102,423 | $0 | $102,423 |
| April 30, 2024 | 990-PF | $171,135 | $4,815,988 | -$4,644,853 | $126,040 | $0 | $126,040 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $20,312
- Interest
- $345
Expenses
- Grants and similar amounts paid
- $6,143
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $7,259
- Excise tax on investment income
- $273
Balance sheet and other
- Total assets, start of year
- $102,423
- Total assets, end of year
- $114,805
- Total liabilities, end of year
- $0
- Net assets, end of year
- $114,805
- Fair market value of assets
- $1,158,786
- Qualifying distributions
- $7,259
- Net investment income
- $20,657
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK SCHWARTZ 453 HARRIS ROAD, BEDFORD HILLS, NY 10507 | TRUSTEE | 1 | $0 |
| LISA H SCHWARTZ 453 HARRIS ROAD, BEDFORD HILLS, NY 10507 | TRUSTEE | 1 | $0 |
990-PF for the year ended April 30, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK SCHWARTZ 453 HARRIS ROAD, BEDFORD HILLS, NY 10507 | TRUSTEE | 1 | $0 |
| LISA H SCHWARTZ 453 HARRIS ROAD, BEDFORD HILLS, NY 10507 | TRUSTEE | 1 | $0 |
990-PF for the year ended April 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK SCHWARTZ 453 HARRIS ROAD, BEDFORD HILLS, NY 10507 | TRUSTEE | 1 | $0 |
| LISA H SCHWARTZ 453 HARRIS ROAD, BEDFORD HILLS, NY 10507 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 453 HARRIS RD, BEDFORD HILLS, NY 10507-2408
- In care of
- % THE SCHWARTZ FAMILY FDN
- Signed the 990-PF
- Mark Schwartz, TRUSTEE
- Phone
- (212) 773-3000
- Return prepared by
- ERNST & YOUNG US 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3632755
- 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
- 1985
- Accounting year ends
- April
- Files
- Form 990-PF
- Assets (IRS master file)
- $114,805
- Income (IRS master file)
- $20,657
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $20,657 | $8,275 | $114,805 | XML |
| 990-PF | April 2025 | $17,724 | $41,341 | $102,423 | XML |
| 990-PF | April 2024 | $171,135 | $4,815,988 | $126,040 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2020 | – | – | – | 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 13-3632755).
Questions about SCHWARTZ FAMILY FOUNDATION
- What is the EIN of SCHWARTZ FAMILY FOUNDATION?
- The employer identification number (EIN) of SCHWARTZ FAMILY FOUNDATION is 13-3632755.
- Is SCHWARTZ FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to SCHWARTZ FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SCHWARTZ FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SCHWARTZ FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SCHWARTZ FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of SCHWARTZ FAMILY FOUNDATION?
- The 990-PF for the year ended April 30, 2026 lists 2 people; 0 received compensation from the organization.
- How much revenue does SCHWARTZ FAMILY FOUNDATION have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $20,657, expenses of $8,275 and total assets of $114,805 at year end.
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