Nonprofit · EIN 27-3230559
HENRY G SCHWARTZ JR & SALLY D SCHWARTZ 2010 FAMILY FOUNDATION
Tax-exempt · CLAYTON, MO 63105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $260,497 | $53,354 | $207,143 | $804,563 | $0 | $804,563 |
| June 30, 2024 | 990-PF | $50,350 | $47,351 | $2,999 | $597,420 | $0 | $597,420 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $22,389
- Net gain from sales of assets
- $238,108
Expenses
- Grants and similar amounts paid
- $38,100
- Compensation of officers, directors and key employees
- $14,352
- Disbursements for charitable purposes
- $40,970
- Excise tax on investment income
- $3,459
Balance sheet and other
- Total assets, start of year
- $597,420
- Total assets, end of year
- $804,563
- Total liabilities, end of year
- $0
- Net assets, end of year
- $804,563
- Fair market value of assets
- $989,177
- Qualifying distributions
- $40,970
- Net investment income
- $260,497
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Commerce Trust PO BOX 11356, CLAYTON, MO 63105 | CO-TRUSTEE | 1 | $10,602 |
| Commerce Trust PO BOX 11356, CLAYTON, MO 63105 | TAX PREPARATION | 1 | $3,750 |
| HENRY G SCHWARTZ JR PO BOX 11356, CLAYTON, MO 63105 | CO-TRUSTEE | 10 | $0 |
| SALLY D SCHWARTZ PO BOX 11356, CLAYTON, MO 63105 | CO-TRUSTEE | 10 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Commerce Trust PO BOX 11356, CLAYTON, MO 63105 | CO-TRUSTEE | 1 | $8,830 |
| Commerce Trust PO BOX 11356, CLAYTON, MO 63105 | TAX PREPARATION | 1 | $2,750 |
| HENRY G SCHWARTZ JR PO BOX 11356, CLAYTON, MO 63105 | CO-TRUSTEE | 10 | $0 |
| SALLY D SCHWARTZ PO BOX 11356, CLAYTON, MO 63105 | CO-TRUSTEE | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 11356, CLAYTON, MO 63105-0156
- In care of
- % HENRY G SCHWARTZ JR
- Signed the 990-PF
- COMMERCE TRUST, TRUSTEE
- Phone
- (314) 746-7329
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-3230559
- 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
- 2011
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $804,563
- Income (IRS master file)
- $520,476
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $260,497 | $53,354 | $804,563 | XML |
| 990-PF | June 2024 | $50,350 | $47,351 | $597,420 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 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 27-3230559).
Questions about HENRY G SCHWARTZ JR & SALLY D SCHWARTZ 2010 FAMILY FOUNDATION
- What is the EIN of HENRY G SCHWARTZ JR & SALLY D SCHWARTZ 2010 FAMILY FOUNDATION?
- The employer identification number (EIN) of HENRY G SCHWARTZ JR & SALLY D SCHWARTZ 2010 FAMILY FOUNDATION is 27-3230559.
- Is HENRY G SCHWARTZ JR & SALLY D SCHWARTZ 2010 FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to HENRY G SCHWARTZ JR & SALLY D SCHWARTZ 2010 FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HENRY G SCHWARTZ JR & SALLY D SCHWARTZ 2010 FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HENRY G SCHWARTZ JR & SALLY D SCHWARTZ 2010 FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HENRY G SCHWARTZ JR & SALLY D SCHWARTZ 2010 FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of HENRY G SCHWARTZ JR & SALLY D SCHWARTZ 2010 FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 2 received compensation from the organization, the highest $10,602 (Commerce Trust, CO-TRUSTEE).
- How much revenue does HENRY G SCHWARTZ JR & SALLY D SCHWARTZ 2010 FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $260,497, expenses of $53,354 and total assets of $804,563 at year end.
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