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Nonprofit · EIN 13-7114848

DONNA AND MARVIN SCHWARTZ FOUNDATION

Also known as SCHWARTZ MARVIN & DONNA TTEES

Tax-exempt · NEW YORK, NY 10104

Financials

$2M$9.2M2022$3.8M$8.1M2023$7.7M$9.4M2024
Revenue Expenses · by fiscal year end
Financials of DONNA AND MARVIN SCHWARTZ FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990-PF$7,668,124$9,419,278-$1,751,154$208,272,823$0$208,272,823
April 30, 2024990-PF$3,829,902$8,119,465-$4,289,563$200,547,090$0$200,547,090
April 30, 2023990-PF$1,955,593$9,238,745-$7,283,152$172,943,261$0$172,943,261
Financial details: 990-PF for the year ended April 30, 2025

Revenue

Dividends
$3,068,885
Interest
$11,090
Net gain from sales of assets
$4,411,223
Other income
$176,926

Expenses

Grants and similar amounts paid
$9,371,184
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$9,390,184
Excise tax on investment income
$103,733

Balance sheet and other

Total assets, start of year
$200,547,090
Total assets, end of year
$208,272,823
Total liabilities, end of year
$0
Net assets, end of year
$208,272,823
Fair market value of assets
$208,272,823
Qualifying distributions
$9,390,184
Net investment income
$7,482,674

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARVIN C SCHWARTZ
2 EAST 88TH ST, NEW YORK, NY 10128
TRUSTEE0$0
DONNA SCHWARTZ
2 EAST 88TH ST, NEW YORK, NY 10128
TRUSTEE0$0
990-PF for the year ended April 30, 2024: 2 people
NameTitleHours / weekCompensation
MARVIN C SCHWARTZ
2 EAST 88TH ST, NEW YORK, NY 10128
TRUSTEE0$0
DONNA SCHWARTZ
2 EAST 88TH ST, NEW YORK, NY 10128
TRUSTEE0$0
990-PF for the year ended April 30, 2023: 2 people
NameTitleHours / weekCompensation
MARVIN C SCHWARTZ
2 EAST 88TH ST, NEW YORK, NY 10128
TRUSTEE0$0
DONNA SCHWARTZ
2 EAST 88TH ST, NEW YORK, NY 10128
TRUSTEE0$0

Address and contacts

Address (IRS master file)
1290 AVE OF THE AMERICAS FL 40, NEW YORK, NY 10104-0101
In care of
% NEUBERGER AND BERMAN
Signed the 990-PF
MARVIN SCHWARTZ, TRUSTEE
Phone
(212) 509-6700
Return prepared by
FREEDMAN CPA PC

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 yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
13-7114848
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
April
Files
Form 990-PF
Category (NTEE)
Unknown (Z99Z)
Assets (IRS master file)
$208,272,823
Income (IRS master file)
$17,469,351

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2025$7,668,124$9,419,278$208,272,823XML
990-TApril 2025–––IRS
990-PFApril 2024$3,829,902$8,119,465$200,547,090XML
990-TApril 2024–––IRS
990-PFApril 2023$1,955,593$9,238,745$172,943,261XML
990-TApril 2023–––IRS
990-PFApril 2022–––IRS
990-TApril 2022–––IRS
990-PFApril 2021–––IRS
990-TApril 2021–––IRS
990-PFApril 2020–––IRS
990-PFApril 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 13-7114848).

Questions about DONNA AND MARVIN SCHWARTZ FOUNDATION

What is the EIN of DONNA AND MARVIN SCHWARTZ FOUNDATION?
The employer identification number (EIN) of DONNA AND MARVIN SCHWARTZ FOUNDATION is 13-7114848.
Is DONNA AND MARVIN SCHWARTZ FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to DONNA AND MARVIN SCHWARTZ FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DONNA AND MARVIN SCHWARTZ FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DONNA AND MARVIN SCHWARTZ FOUNDATION due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DONNA AND MARVIN SCHWARTZ FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2025.
Who are the officers and directors of DONNA AND MARVIN SCHWARTZ FOUNDATION?
The 990-PF for the year ended April 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does DONNA AND MARVIN SCHWARTZ FOUNDATION have?
On its 990-PF for the year ended April 30, 2025 it reported revenue of $7,668,124, expenses of $9,419,278 and total assets of $208,272,823 at year end.

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