Nonprofit · EIN 13-3957291
THE ERIC & ERICA SCHWARTZ FAMILY FOUNDATION
Tax-exempt · NEW YORK, NY 10036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $809,923 | $1,261,941 | -$452,018 | $9,974,010 | $0 | $9,974,010 |
| August 31, 2024 | 990-PF | $361,988 | $257,842 | $104,146 | $9,827,324 | $0 | $9,827,324 |
| August 31, 2023 | 990-PF | -$114,857 | $2,188,280 | -$2,303,137 | $10,580,476 | $0 | $10,580,476 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $331,208
- Net gain from sales of assets
- $302,875
- Other income
- $175,840
Expenses
- Grants and similar amounts paid
- $1,025,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,040,750
- Excise tax on investment income
- $8,183
Balance sheet and other
- Total assets, start of year
- $9,827,324
- Total assets, end of year
- $9,974,010
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,974,010
- Fair market value of assets
- $16,350,351
- Qualifying distributions
- $1,040,750
- Net investment income
- $802,229
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 |
|---|---|---|---|
| ERIC S SCHWARTZ 1177 AVENUE OF THE AMERICAS 18TH FL, NEW YORK, NY 10036 | TRUSTEE | 1 | $0 |
| ERICA SCHWARTZ 1177 AVENUE OF THE AMERICAS 18TH FL, NEW YORK, NY 10036 | TRUSTEE | 1 | $0 |
990-PF for the year ended August 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC S SCHWARTZ 1177 AVENUE OF THE AMERICAS 18TH FL, NEW YORK, NY 10036 | TRUSTEE | 1 | $0 |
| ERICA SCHWARTZ 1177 AVENUE OF THE AMERICAS 18TH FL, NEW YORK, NY 10036 | TRUSTEE | 1 | $0 |
990-PF for the year ended August 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC S SCHWARTZ 1177 AVENUE OF THE AMERICAS 18TH FL, NEW YORK, NY 10036 | TRUSTEE | 1 | $0 |
| ERICA SCHWARTZ 1177 AVENUE OF THE AMERICAS 18TH FL, NEW YORK, NY 10036 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- CO ANDERSEN 1177 6TH AVENUE 18 FL, NEW YORK, NY 10036-0000
- In care of
- % AYCO COMPANY LP
- Signed the 990-PF
- ERIC SCHWARTZ, TRUSTEE
- Phone
- (646) 213-5100
- Return prepared by
- ANDERSEN TAX 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 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
- 13-3957291
- 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
- 1998
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $9,974,010
- Income (IRS master file)
- $507,048
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $809,923 | $1,261,941 | $9,974,010 | XML |
| 990-T | August 2025 | – | – | – | IRS |
| 990-PF | August 2024 | $361,988 | $257,842 | $9,827,324 | XML |
| 990-T | August 2024 | – | – | – | IRS |
| 990-PF | August 2023 | -$114,857 | $2,188,280 | $10,580,476 | XML |
| 990-T | August 2023 | – | – | – | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-T | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-T | August 2021 | – | – | – | IRS |
| 990-PF | August 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 13-3957291).
Questions about THE ERIC & ERICA SCHWARTZ FAMILY FOUNDATION
- What is the EIN of THE ERIC & ERICA SCHWARTZ FAMILY FOUNDATION?
- The employer identification number (EIN) of THE ERIC & ERICA SCHWARTZ FAMILY FOUNDATION is 13-3957291.
- Is THE ERIC & ERICA SCHWARTZ FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to THE ERIC & ERICA SCHWARTZ FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE ERIC & ERICA SCHWARTZ FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE ERIC & ERICA SCHWARTZ FAMILY 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 THE ERIC & ERICA SCHWARTZ FAMILY 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 THE ERIC & ERICA SCHWARTZ FAMILY FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE ERIC & ERICA SCHWARTZ FAMILY FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $809,923, expenses of $1,261,941 and total assets of $9,974,010 at year end.
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