Nonprofit · EIN 13-6986221
F A O SCHWARZ FAMILY FOUNDATION
Also known as SCHWARZ H MARSHALL TTEE
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $576,374 | $765,517 | -$189,143 | $3,145,810 | $0 | $3,145,810 |
| April 30, 2025 | 990-PF | $708,508 | $667,449 | $41,059 | $3,356,239 | $0 | $3,356,239 |
| April 30, 2024 | 990-PF | $1,462,010 | $773,652 | $688,358 | $3,315,188 | $0 | $3,315,188 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $88,028
- Net gain from sales of assets
- $40,261
- Other income
- $448,085
Expenses
- Grants and similar amounts paid
- $493,134
- Compensation of officers, directors and key employees
- $31,446
- Disbursements for charitable purposes
- $729,095
- Excise tax on investment income
- $7,712
Balance sheet and other
- Total assets, start of year
- $3,356,239
- Total assets, end of year
- $3,145,810
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,145,810
- Fair market value of assets
- $4,291,211
- Qualifying distributions
- $729,095
- Net investment income
- $576,374
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 |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR FIDUCIARY | 1 | $31,446 |
| MARY WING-BERMAN 2201 CHESTNUT ST APT 702, PHILADELPHIA, PA 191033006 | TRUSTEE | 1 | $0 |
| MARY LADD 52 MONUMENT AVE, CHARLESTOWN, MA 021293324 | TRUSTEE | 5 | $0 |
| MAUREEN COFFEY 21 HAWTHORN RD, BROOKLINE, MA 024457704 | TRUSTEE | 1 | $0 |
| RONAN SCHWARZ 21 HAWTHORN RD, BROOKLINE, MA 024457704 | TRUSTEE | 1 | $0 |
| JILL MILLARD 206 DIVISION ST, EAST GREENWICH, RI 028182911 | TRUSTEE | 1 | $0 |
| PETER SCHASTNY 125 PLEASANT ST APT 201, BROOKLINE, MA 024467179 | TRUSTEE | 1 | $0 |
990-PF for the year ended April 30, 2025: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR FIDUCIARY | 1 | $29,340 |
| MARY WING-BERMAN 2201 CHESTNUT ST APT 702, PHILADELPHIA, PA 191033006 | TRUSTEE | 1 | $0 |
| MARY LADD 52 MONUMENT AVE, CHARLESTOWN, MA 021293324 | TRUSTEE | 5 | $0 |
| MAUREEN COFFEY 21 HAWTHORN RD, BROOKLINE, MA 024457704 | TRUSTEE | 1 | $0 |
| RONAN SCHWARZ 21 HAWTHORN RD, BROOKLINE, MA 024457704 | TRUSTEE | 1 | $0 |
| JILL MILLARD 206 DIVISION ST, EAST GREENWICH, RI 028182911 | TRUSTEE | 1 | $0 |
| PETER SCHASTNY 125 PLEASANT ST APT 201, BROOKLINE, MA 024467179 | TRUSTEE | 1 | $0 |
990-PF for the year ended April 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR FIDUCIARY | 1 | $27,581 |
| ALEX MILLARD 206 DIVISION ST, E GREENWICH, RI 028182911 | TRUSTEE | 5 | $0 |
| MARY WING-BERMAN 2201 CHESTNUT ST APT 702, PHILADELPHIA, PA 191033006 | TRUSTEE | 1 | $0 |
| MARY LADD 52 MONUMENT AVE, CHARLESTOWN, MA 021293324 | TRUSTEE | 1 | $0 |
| MR WILLIAM HN SCHWARZ 360 W 36TH ST APT 6N, NEW YORK, NY 100186412 | TRUSTEE | 1 | $0 |
| MAUREEN COFFEY 21 HAWTHORN RD, BROOKLINE, MA 024457704 | TRUSTEE | 1 | $0 |
| RONAN SCHWARZ 21 HAWTHORN RD, BROOKLINE, MA 024457704 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % UNITED STATES TRUST COMPANY OF NY
- Signed the 990-PF
- MOLLY LADD, TRUSTEE
- Phone
- (888) 866-3275
- Return prepared by
- BANK OF AMERICA
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
- 13-6986221
- 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
- 1992
- Accounting year ends
- April
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,145,810
- Income (IRS master file)
- $1,001,855
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $576,374 | $765,517 | $3,145,810 | XML |
| 990-PF | April 2025 | $708,508 | $667,449 | $3,356,239 | XML |
| 990-PF | April 2024 | $1,462,010 | $773,652 | $3,315,188 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | 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 13-6986221).
Questions about F A O SCHWARZ FAMILY FOUNDATION
- What is the EIN of F A O SCHWARZ FAMILY FOUNDATION?
- The employer identification number (EIN) of F A O SCHWARZ FAMILY FOUNDATION is 13-6986221.
- Is F A O SCHWARZ FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to F A O SCHWARZ FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does F A O SCHWARZ FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of F A O SCHWARZ 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 F A O SCHWARZ 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 F A O SCHWARZ FAMILY FOUNDATION?
- The 990-PF for the year ended April 30, 2026 lists 7 people; 1 received compensation from the organization, the highest $31,446 (BANK OF AMERICA N A, AGENT FOR FIDUCIARY).
- How much revenue does F A O SCHWARZ FAMILY FOUNDATION have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $576,374, expenses of $765,517 and total assets of $3,145,810 at year end.
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