Nonprofit · EIN 13-7138217
SCHWARTZ FAM FOUNDATION TR
Also known as SCHWARTZ ALAN D TTEE
Tax-exempt · NEW YORK, NY 10017
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $74,677 | $1,943,226 | -$1,868,549 | $9,270,975 | $0 | $9,270,975 |
| December 31, 2023 | 990-PF | $1,073,254 | $4,026,605 | -$2,953,351 | $11,140,274 | $0 | $11,140,274 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $428,574
- Interest
- $36
- Net gain from sales of assets
- -$353,933
Expenses
- Grants and similar amounts paid
- $1,786,202
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,792,618
- Excise tax on investment income
- $4,559
Balance sheet and other
- Total assets, start of year
- $11,140,274
- Total assets, end of year
- $9,270,975
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,270,975
- Fair market value of assets
- $13,578,692
- Qualifying distributions
- $1,792,618
- Net investment income
- $428,610
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN D SCHWARTZ 179 TACONIC ROAD, GREENWICH, CT 06831 | TRUSTEE | 5 | $0 |
| NANCY M SEAMAN 179 TACONIC ROAD, GREENWICH, CT 06831 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN D SCHWARTZ 179 TACONIC ROAD, GREENWICH, CT 06831 | TRUSTEE | 5 | $0 |
| NANCY M SEAMAN 179 TACONIC ROAD, GREENWICH, CT 06831 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 330 MADISON AVE 15TH FLOOR, NEW YORK, NY 10017-5032
- In care of
- % ROTHSCHILD INC
- Signed the 990-PF
- ALAN D SCHWARTZ, TRUSTEE
- Phone
- (212) 901-9373
- Return prepared by
- MSTILLER 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-7138217
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $9,270,975
- Income (IRS master file)
- $3,426,612
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $74,677 | $1,943,226 | $9,270,975 | XML |
| 990-PF | December 2023 | $1,073,254 | $4,026,605 | $11,140,274 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 13-7138217).
Questions about SCHWARTZ FAM FOUNDATION TR
- What is the EIN of SCHWARTZ FAM FOUNDATION TR?
- The employer identification number (EIN) of SCHWARTZ FAM FOUNDATION TR is 13-7138217.
- Is SCHWARTZ FAM FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to SCHWARTZ FAM FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SCHWARTZ FAM FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SCHWARTZ FAM FOUNDATION TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SCHWARTZ FAM FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SCHWARTZ FAM FOUNDATION TR?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does SCHWARTZ FAM FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $74,677, expenses of $1,943,226 and total assets of $9,270,975 at year end.
Other nonprofits in NEW YORK
- GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC EIN 31-1774905 · last filed 990 for 2024
- BLOOMBERG FAMILY FOUNDATION INC EIN 20-5602483 · last filed 990-PF for 2024
- JEWISH COMMUNAL FUND EIN 23-7174183 · last filed 990 for 2025
- FORD FOUNDATION EIN 13-1684331 · last filed 990-PF for 2024
- FREEDOM TOGETHER FOUNDATION EIN 90-0747216 · last filed 990-PF for 2024
- FOUNDATION TO PROMOTE OPEN SOCIETY EIN 26-3753801 · last filed 990-PF for 2024
- RENWICK FOUNDATION-USA EIN 92-3457678 · last filed 990-PF for 2025
- ROCKEFELLER PHILANTHROPY ADVISORS INC EIN 13-3615533 · last filed 990 for 2024
All nonprofits in NEW YORK · New York · Philanthropy, voluntarism and grantmaking foundations