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Nonprofit · EIN 26-0782312

SCHWARTZ FAMILY VETERINARYSCHOLARSHIP AND ANIMAL WELFARE FOUN

Tax-exempt · SAN JOSE, CA 95128

Financials

$9K$20K2023$30K$34K2024$28K$31K2025
Revenue Expenses · by fiscal year end
Financials of SCHWARTZ FAMILY VETERINARYSCHOLARSHIP AND ANIMAL WELFARE FOUN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$27,918$31,463-$3,545$151,170$0$151,170
December 31, 2024990-PF$29,575$33,780-$4,205$154,715$0$154,715
December 31, 2023990-PF$9,150$19,924-$10,774$158,920$0$158,920
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$12,115
Net gain from sales of assets
$6,237
Other income
$9,566

Expenses

Grants and similar amounts paid
$7,500
Disbursements for charitable purposes
$25,757
Excise tax on investment income
$102

Balance sheet and other

Total assets, start of year
$154,715
Total assets, end of year
$151,170
Total liabilities, end of year
$0
Net assets, end of year
$151,170
Qualifying distributions
$25,757
Net investment income
$9,568

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
LOREE SCHWARTZ
1555 S WINCHESTER BLVD, SAN JOSE, CA 95128
PRESIDNET0$0
LOREE SCHWARTZ
1555 S WINCHESTER BLVD, SAN JOSE, CA 95128
CFO0$0
STEPHANIE LEVINSON
7300 RED BRANCH LANE, CHARLOTTE, NC 28226
Secretary0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
LOREE SCHWARTZ
1555 S WINCHESTER BLVD, SAN JOSE, CA 95128
PRESIDNET0$0
LOREE SCHWARTZ
1555 S WINCHESTER BLVD, SAN JOSE, CA 95128
CFO0$0
STEPHANIE LEVINSON
7300 RED BRANCH LANE, CHARLOTTE, NC 28226
Secretary0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
LOREE SCHWARTZ
1555 S WINCHESTER BLVD, SAN JOSE, CA 95128
PRESIDNET0$0
LOREE SCHWARTZ
1555 S WINCHESTER BLVD, SAN JOSE, CA 95128
CFO0$0
STEPHANIE LEVINSON
7300 RED BRANCH LANE, CHARLOTTE, NC 28226
Secretary0$0

Address and contacts

Address (IRS master file)
1555 S WINCHESTER BLVD, SAN JOSE, CA 95128-4337
In care of
% MORTON B SCHWARTZ
Signed the 990-PF
LOREE SCHWARTZ, CFO
Phone
(408) 379-5554
Return prepared by
DEE PENCER ACCOUNTING

California records

California keeps its own records of charities and corporations. Search them by EIN 26-0782312 or by the name SCHWARTZ FAMILY VETERINARYSCHOLARSHIP AND ANIMAL WELFARE FOUN.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
26-0782312
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
2008
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$151,170
Income (IRS master file)
$49,474

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$27,918$31,463$151,170IRS
990-PFDecember 2024$29,575$33,780$154,715IRS
990-PFDecember 2023$9,150$19,924$158,920XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 26-0782312).

Questions about SCHWARTZ FAMILY VETERINARYSCHOLARSHIP AND ANIMAL WELFARE FOUN

What is the EIN of SCHWARTZ FAMILY VETERINARYSCHOLARSHIP AND ANIMAL WELFARE FOUN?
The employer identification number (EIN) of SCHWARTZ FAMILY VETERINARYSCHOLARSHIP AND ANIMAL WELFARE FOUN is 26-0782312.
Is SCHWARTZ FAMILY VETERINARYSCHOLARSHIP AND ANIMAL WELFARE FOUN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to SCHWARTZ FAMILY VETERINARYSCHOLARSHIP AND ANIMAL WELFARE FOUN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SCHWARTZ FAMILY VETERINARYSCHOLARSHIP AND ANIMAL WELFARE FOUN file?
Form 990-PF. Private foundations file every year.
When is the next return of SCHWARTZ FAMILY VETERINARYSCHOLARSHIP AND ANIMAL WELFARE FOUN due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SCHWARTZ FAMILY VETERINARYSCHOLARSHIP AND ANIMAL WELFARE FOUN last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SCHWARTZ FAMILY VETERINARYSCHOLARSHIP AND ANIMAL WELFARE FOUN?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does SCHWARTZ FAMILY VETERINARYSCHOLARSHIP AND ANIMAL WELFARE FOUN have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $27,918, expenses of $31,463 and total assets of $151,170 at year end.

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