Nonprofit · EIN 36-3838536
PHYLLIS AND PERRY SCHWARTZ FOUNDATION
Tax-exempt · HIGHLAND PARK, IL 60035
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $20,403 | $127,214 | -$106,811 | $546,957 | $0 | $546,957 |
| June 30, 2025 | 990-PF | $25,750 | $113,428 | -$87,678 | $653,768 | $0 | $653,768 |
| June 30, 2024 | 990-PF | $294,647 | $141,430 | $153,217 | $741,446 | $0 | $741,446 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $20,155
- Interest
- $248
Expenses
- Grants and similar amounts paid
- $97,512
- Compensation of officers, directors and key employees
- $7,000
- Disbursements for charitable purposes
- $126,955
- Excise tax on investment income
- $281
Balance sheet and other
- Total assets, start of year
- $653,768
- Total assets, end of year
- $546,957
- Total liabilities, end of year
- $0
- Net assets, end of year
- $546,957
- Fair market value of assets
- $1,005,926
- Qualifying distributions
- $126,955
- Net investment income
- $20,403
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIE KANE 280 CARY AVE, HIGHLAND PARK, IL 60035 | DIR./VP. | 0 | $2,000 | $2,235 |
| SAMANTHA S KANE 280 CARY AVE, HIGHLAND PARK, IL 60035 | DIRECTOR | 0 | $2,000 | $2,357 |
| DAVID L KANE 280 CARY AVE, HIGHLAND PARK, IL 60035 | DIRECTOR | 0 | $1,500 | $2,228 |
| CAROLINE B KANE 280 CARY AVE, HIGHLAND PARK, IL 60035 | DIRECTOR | 0 | $1,500 | $2,227 |
| PHYLLIS SCHWARTZ 1685 SNAPDRAGON, HIGHLAND PARK, IL 60035 | DIR./PRES. | 0 | $0 | $0 |
| DEBRA M SCHWARTZ 292 WHISTLER ROAD, HIGHLAND PARK, IL 60035 | DIR./SEC. | 0 | $0 | $0 |
| JERRY M KANE 280 CARY AVE, HIGHLAND PARK, IL 60035 | DIR./TREAS | 0 | $0 | $0 |
990-PF for the year ended June 30, 2025: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIE KANE 280 CARY AVE, HIGHLAND PARK, IL 60035 | DIR./VP. | 0 | $4,000 | $10,592 |
| DEBRA M SCHWARTZ 292 WHISTLER ROAD, HIGHLAND PARK, IL 60035 | DIR./SEC. | 0 | $2,000 | $153 |
| SAMANTHA S KANE 280 CARY AVE, HIGHLAND PARK, IL 60035 | DIRECTOR | 0 | $2,000 | $4,596 |
| PHYLLIS SCHWARTZ 1685 SNAPDRAGON, HIGHLAND PARK, IL 60035 | DIR./PRES. | 0 | $0 | $0 |
| JERRY M KANE 280 CARY AVE, HIGHLAND PARK, IL 60035 | DIR./TREAS | 0 | $0 | $0 |
| DAVID L KANE 280 CARY AVE, HIGHLAND PARK, IL 60035 | DIRECTOR | 0 | $0 | $0 |
990-PF for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIE KANE 280 CARY AVE, HIGHLAND PARK, IL 60035 | DIR./VP. | 5 | $4,000 | $11,967 |
| DEBRA M SCHWARTZ 292 WHISTLER ROAD, HIGHLAND PARK, IL 60035 | DIR./SEC. | 3 | $4,000 | $4,398 |
| SAMANTHA S KANE 280 CARY AVE, HIGHLAND PARK, IL 60035 | DIRECTOR | 2 | $2,000 | $4,245 |
| PHYLLIS SCHWARTZ 1685 SNAPDRAGON, HIGHLAND PARK, IL 60035 | DIR./PRES. | 0 | $0 | $0 |
| JERRY M KANE 280 CARY AVE, HIGHLAND PARK, IL 60035 | DIR./TREAS | 0 | $0 | $0 |
| DAVID L KANE 280 CARY AVE, HIGHLAND PARK, IL 60035 | DIRECTOR | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 280 CARY AVE, HIGHLAND PARK, IL 60035-4718
- In care of
- % PHYLLIS SCHWARTZ
- Signed the 990-PF
- JULIE KANE, DIR./VP.
- Phone
- (847) 441-8800
- Return prepared by
- DAVID J MILLER & ASSOCIATES LLP
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 | 990-PF on file |
| 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
- 36-3838536
- 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
- 1993
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $546,957
- Income (IRS master file)
- $20,403
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $20,403 | $127,214 | $546,957 | XML |
| 990-PF | June 2025 | $25,750 | $113,428 | $653,768 | XML |
| 990-PF | June 2024 | $294,647 | $141,430 | $741,446 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 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 36-3838536).
Questions about PHYLLIS AND PERRY SCHWARTZ FOUNDATION
- What is the EIN of PHYLLIS AND PERRY SCHWARTZ FOUNDATION?
- The employer identification number (EIN) of PHYLLIS AND PERRY SCHWARTZ FOUNDATION is 36-3838536.
- Is PHYLLIS AND PERRY SCHWARTZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to PHYLLIS AND PERRY SCHWARTZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PHYLLIS AND PERRY SCHWARTZ FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHYLLIS AND PERRY SCHWARTZ FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHYLLIS AND PERRY SCHWARTZ FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of PHYLLIS AND PERRY SCHWARTZ FOUNDATION?
- The 990-PF for the year ended June 30, 2026 lists 7 people; 4 received compensation from the organization, the highest $2,000 (JULIE KANE, DIR./VP.).
- How much revenue does PHYLLIS AND PERRY SCHWARTZ FOUNDATION have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $20,403, expenses of $127,214 and total assets of $546,957 at year end.
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