Nonprofit · EIN 38-7132750
ALVIN T SCHWARTZ AND JANET F SCHWAR SCHWARTZ FAM FOUNDATION TR
Also known as STEVEN D SCHWARTZ ET AL TTEE
Tax-exempt · NARBERTH, PA 19072
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $52,501 | $159,007 | -$106,506 | $264,913 | $0 | $264,913 |
| December 31, 2024 | 990-PF | $44,007 | $160,081 | -$116,074 | $371,419 | $0 | $371,419 |
| December 31, 2023 | 990-PF | $42,835 | $161,044 | -$118,209 | $487,493 | $0 | $487,493 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $10,154
- Net gain from sales of assets
- $42,347
Expenses
- Grants and similar amounts paid
- $150,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $150,000
- Excise tax on investment income
- $605
Balance sheet and other
- Total assets, start of year
- $371,419
- Total assets, end of year
- $264,913
- Total liabilities, end of year
- $0
- Net assets, end of year
- $264,913
- Fair market value of assets
- $412,760
- Qualifying distributions
- $150,000
- Net investment income
- $52,501
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY I SCHWARTZ 808 CHAUNCEY ROAD, NARBERTH, PA 19072 | TRUSTEE | 0 | $0 |
| LINDA S SATLOW 314 MAPLEWOOD ROAD, MERION, PA 19066 | TRUSTEE | 0 | $0 |
| LISA S DARDASHTI 40 OLD LANCASTER ROAD APT 210, MERION STATION, PA 19066 | TRUSTEE | 0 | $0 |
| STEVEN SCHWARTZ 1241 MEDFORD ROAD, WYNNEWOOD, PA 19096 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY I SCHWARTZ 808 CHAUNCEY ROAD, NARBERTH, PA 19072 | TRUSTEE | 0 | $0 |
| LINDA S SATLOW 314 MAPLEWOOD ROAD, MERION, PA 19066 | TRUSTEE | 0 | $0 |
| LISA S DARDASHTI 40 OLD LANCASTER ROAD APT 210, MERION STATION, PA 19066 | TRUSTEE | 0 | $0 |
| STEVEN SCHWARTZ 1241 MEDFORD ROAD, WYNNEWOOD, PA 19096 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY I SCHWARTZ 808 CHAUNCEY ROAD, NARBERTH, PA 19072 | TRUSTEE | 0 | $0 |
| LINDA S SATLOW 314 MAPLEWOOD ROAD, MERION, PA 19066 | TRUSTEE | 0 | $0 |
| LISA S DARDASHTI 40 OLD LANCASTER ROAD APT 210, MERION STATION, PA 19066 | TRUSTEE | 0 | $0 |
| STEVEN SCHWARTZ 1241 MEDFORD ROAD, WYNNEWOOD, PA 19096 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- CO JEFF SCHWARTZ 808 CHAUNCEY RD, NARBERTH, PA 19072-0000
- In care of
- % JEFFREY I SCHWARTZ
- Signed the 990-PF
- JEFFREY SCHWARTZ, PRESIDENT
- Phone
- (215) 665-2000
- Return prepared by
- SAVRAN BENSON 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 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 | 990-PF 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
- 38-7132750
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $264,913
- Income (IRS master file)
- $207,504
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $52,501 | $159,007 | $264,913 | IRS |
| 990-PF | December 2024 | $44,007 | $160,081 | $371,419 | IRS |
| 990-PF | December 2023 | $42,835 | $161,044 | $487,493 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 38-7132750).
Questions about ALVIN T SCHWARTZ AND JANET F SCHWAR SCHWARTZ FAM FOUNDATION TR
- What is the EIN of ALVIN T SCHWARTZ AND JANET F SCHWAR SCHWARTZ FAM FOUNDATION TR?
- The employer identification number (EIN) of ALVIN T SCHWARTZ AND JANET F SCHWAR SCHWARTZ FAM FOUNDATION TR is 38-7132750.
- Is ALVIN T SCHWARTZ AND JANET F SCHWAR SCHWARTZ FAM FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to ALVIN T SCHWARTZ AND JANET F SCHWAR SCHWARTZ FAM FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALVIN T SCHWARTZ AND JANET F SCHWAR SCHWARTZ FAM FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALVIN T SCHWARTZ AND JANET F SCHWAR SCHWARTZ FAM FOUNDATION TR 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 ALVIN T SCHWARTZ AND JANET F SCHWAR 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 2025.
- Who are the officers and directors of ALVIN T SCHWARTZ AND JANET F SCHWAR SCHWARTZ FAM FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does ALVIN T SCHWARTZ AND JANET F SCHWAR SCHWARTZ FAM FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $52,501, expenses of $159,007 and total assets of $264,913 at year end.
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