Nonprofit · EIN 45-4757735
STEPHEN A SCHWARZMAN EDUCATION FOUNDATION
Tax-exempt · NEW YORK, NY 10022
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $21,814,928 | $24,019,282 | -$2,204,354 | $13,555,438 | $0 | $13,555,438 |
| December 31, 2023 | 990-PF | $25,599,341 | $26,988,825 | -$1,389,484 | $15,760,668 | $0 | $15,760,668 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $21,689,088
- Dividends
- $112,867
- Interest
- $224
- Other income
- $12,749
Expenses
- Grants and similar amounts paid
- $195,670
- Compensation of officers, directors and key employees
- $2,518,650
- Salaries, compensation and benefits (total)
- $6,409,125
- Disbursements for charitable purposes
- $23,903,543
- Excise tax on investment income
- $1,265
Balance sheet and other
- Total assets, start of year
- $15,760,668
- Total assets, end of year
- $13,555,438
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,555,438
- Fair market value of assets
- $13,555,438
- Qualifying distributions
- $23,903,543
- Net investment income
- $113,091
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 | Other / benefits |
|---|---|---|---|---|
| LARISSA TIEDENS 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | EXECUTIVE DIRECTOR | 40 | $1,112,372 | $5,000 |
| AMY STURSBERG 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | CEO AND DIRECTOR | 33 | $840,000 | $0 |
| PHILIP EDWARD TREGASKIS 641 LEXINGTON AVE, NEW YORK, NY 10022 | GM/BUILDING OPERATIO Highest-paid employee | 40 | $402,705 | $0 |
| CORDEL L FAULK 641 LEXINGTON AVE, NEW YORK, NY 10022 | GLOBAL DIRECTOR ADMI Highest-paid employee | 40 | $363,318 | $5,000 |
| YIXIN HELEN SANTALONE 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | CHIEF FINANCIAL & OPERATIONS OFFICER | 40 | $361,278 | $5,000 |
| JULIA M ZUPKO 641 LEXINGTON AVE, NEW YORK, NY 10022 | DIRECTOR CAREER SERV Highest-paid employee | 40 | $338,329 | $5,000 |
| MELANIE KOENDERMAN 641 LEXINGTON AVE, NEW YORK, NY 10022 | INTERIM EXECUTIVE DI Highest-paid employee | 40 | $332,787 | $0 |
| RAPHAEL MOFFETT 641 LEXINGTON AVE, NEW YORK, NY 10022 | CHIEF OF STUDENT AFF Highest-paid employee | 40 | $329,600 | $5,000 |
| JOHN A MAGLIANO 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | VICE PRESIDENT & TREASURER | 15 | $150,000 | $0 |
| JANE SPENCER EDWARDS 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | DIRECTOR | 0.25 | $25,000 | $0 |
| NITIN NOHRIA 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | DIRECTOR | 0.25 | $10,000 | $0 |
| HEUNG YEUNG HARRY SHUM 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | DIRECTOR | 0.25 | $10,000 | $0 |
| NGAIRE WOODS 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | DIRECTOR | 0.25 | $10,000 | $0 |
| STEPHEN A SCHWARZMAN 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | CHAIRMAN AND DIRECTOR | 10 | $0 | $0 |
| PAUL WHITE 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | SECRETARY | 5 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL EVANS 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | DIRECTOR | 0.25 | $0 |
| STEVE ORLINS 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | DIRECTOR | 0.25 | $0 |
| JOSHUA RAMO 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | DIRECTOR | 0.25 | $0 |
| JEFFREY ROSEN 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | DIRECTOR | 0.25 | $0 |
| KEVIN RUDD 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | DIRECTOR | 0.25 | $0 |
| EDWARD SCHWARZMAN 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | DIRECTOR | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LARISSA TIEDENS 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | EXECUTIVE DIRECTOR | 40 | $1,014,949 | $5,000 |
| AMY STURSBERG 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | CEO AND DIRECTOR | 22 | $568,120 | $0 |
| PHILIP EDWARD TREGASKIS 641 LEXINGTON AVE, NEW YORK, NY 10022 | GM/BUILDING OPERATIO Highest-paid employee | 40 | $400,291 | $0 |
| CORDEL L FAULK 641 LEXINGTON AVE, NEW YORK, NY 10022 | GLOBAL DIRECTOR ADMI Highest-paid employee | 40 | $354,363 | $4,800 |
| YIXIN HELEN SANTALONE 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | CHIEF FINANCIAL & OPERATIONS OFFICER | 40 | $352,555 | $5,000 |
| JULIA M ZUPKO 641 LEXINGTON AVE, NEW YORK, NY 10022 | DIRECTOR CAREER SERV Highest-paid employee | 40 | $333,647 | $5,000 |
| JOAN KAUFMAN 641 LEXINGTON AVE, NEW YORK, NY 10022 | DIRECTOR OF ACADEMIC Highest-paid employee | 40 | $328,006 | $5,000 |
| RAPHAEL MOFFETT 641 LEXINGTON AVE, NEW YORK, NY 10022 | CHIEF OF STUDENT AFF Highest-paid employee | 40 | $319,000 | $0 |
| JOHN A MAGLIANO 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | VICE PRESIDENT & TREASURER | 10 | $150,000 | $0 |
| JANE SPENCER EDWARDS 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | DIRECTOR | 0.25 | $10,000 | $0 |
| NITIN NOHRIA 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | DIRECTOR | 0.25 | $10,000 | $0 |
| HEUNG YEUNG HARRY SHUM 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | DIRECTOR | 0.25 | $10,000 | $0 |
| NGAIRE WOODS 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | DIRECTOR | 0.25 | $10,000 | $0 |
| STEPHEN A SCHWARZMAN 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | CHAIRMAN AND DIRECTOR | 10 | $0 | $0 |
| PAUL WHITE 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | SECRETARY | 5 | $0 | $0 |
| MICHAEL EVANS 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | DIRECTOR | 0.25 | $0 | $0 |
| STEVE ORLINS 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | DIRECTOR | 0.25 | $0 | $0 |
| JOSHUA RAMO 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | DIRECTOR | 0.25 | $0 | $0 |
| JEFFREY ROSEN 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | DIRECTOR | 0.25 | $0 | $0 |
| KEVIN RUDD 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | DIRECTOR | 0.25 | $0 | $0 |
| EDWARD SCHWARZMAN 641 LEXINGTON AVENUE, NEW YORK, NY 10022 | DIRECTOR | 0.25 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 641 LEXINGTON AVENUE, NEW YORK, NY 10022-4503
- In care of
- % JOHN A MAGLIANO
- Signed the 990-PF
- YIXIN HELEN SANTALONE, CHIEF FINANCIAL & OPS OFFICER
- Phone
- (212) 314-8745
- Website
- WWW.SCHWARZMANSCHOLARS.ORG
- Return prepared by
- EISNER ADVISORY GROUP 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
- 45-4757735
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $13,555,438
- Income (IRS master file)
- $21,814,928
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $21,814,928 | $24,019,282 | $13,555,438 | XML |
| 990-PF | December 2023 | $25,599,341 | $26,988,825 | $15,760,668 | 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 45-4757735).
Questions about STEPHEN A SCHWARZMAN EDUCATION FOUNDATION
- What is the EIN of STEPHEN A SCHWARZMAN EDUCATION FOUNDATION?
- The employer identification number (EIN) of STEPHEN A SCHWARZMAN EDUCATION FOUNDATION is 45-4757735.
- Is STEPHEN A SCHWARZMAN EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to STEPHEN A SCHWARZMAN EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEPHEN A SCHWARZMAN EDUCATION FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEPHEN A SCHWARZMAN EDUCATION FOUNDATION 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 STEPHEN A SCHWARZMAN EDUCATION FOUNDATION 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 STEPHEN A SCHWARZMAN EDUCATION FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 21 people; 13 received compensation from the organization, the highest $1,112,372 (LARISSA TIEDENS, EXECUTIVE DIRECTOR).
- How much revenue does STEPHEN A SCHWARZMAN EDUCATION FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $21,814,928, expenses of $24,019,282 and total assets of $13,555,438 at year end.
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