Nonprofit · EIN 46-4649322
SCHWARTZ CHARITABLE FOUNDATION
Tax-exempt · WORCESTER, MA 01609
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $149,229 | $595,670 | -$446,441 | $3,182,819 | $0 | $3,182,819 |
| December 31, 2023 | 990-PF | $25,799 | $544,380 | -$518,581 | $3,629,260 | $0 | $3,629,260 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $139,384
- Interest
- $10,477
- Net gain from sales of assets
- -$632
Expenses
- Grants and similar amounts paid
- $334,250
- Compensation of officers, directors and key employees
- $130,000
- Salaries, compensation and benefits (total)
- $48,080
- Disbursements for charitable purposes
- $334,250
- Excise tax on investment income
- $1,482
Balance sheet and other
- Total assets, start of year
- $3,629,260
- Total assets, end of year
- $3,182,819
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,182,819
- Fair market value of assets
- $4,511,422
- Qualifying distributions
- $595,670
- Net investment income
- $150,295
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 |
|---|---|---|---|
| Janet Lombardi 14 Harvard St, Worcester, MA 01609 | Trustee | 30 | $130,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Janet Lombardi 14 Harvard St, Worcester, MA 01609 | Trustee | 30 | $130,000 |
Address and contacts
- Address (IRS master file)
- 14 HARVARD ST, WORCESTER, MA 01609-2833
- In care of
- % KATHY PUCCIO
- Signed the 990-PF
- Janet Lombardi, Trustee
- Phone
- (508) 753-5531
- Website
- theschwartzfoundation.org
- Return prepared by
- HOUSSAN & OJERHOLM PC
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
- 46-4649322
- 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 (T22)
- Assets (IRS master file)
- $3,182,819
- Income (IRS master file)
- $616,253
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $149,229 | $595,670 | $3,182,819 | XML |
| 990-PF | December 2023 | $25,799 | $544,380 | $3,629,260 | 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 46-4649322).
Questions about SCHWARTZ CHARITABLE FOUNDATION
- What is the EIN of SCHWARTZ CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SCHWARTZ CHARITABLE FOUNDATION is 46-4649322.
- Is SCHWARTZ CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to SCHWARTZ CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SCHWARTZ CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SCHWARTZ CHARITABLE 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 SCHWARTZ CHARITABLE 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 SCHWARTZ CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $130,000 (Janet Lombardi, Trustee).
- How much revenue does SCHWARTZ CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $149,229, expenses of $595,670 and total assets of $3,182,819 at year end.
Other nonprofits in WORCESTER
- GREATER WORCESTER COMMUNITY FOUNDATION INC EIN 04-2572276 · last filed 990 for 2025
- HERMANN FOUNDATION INC EIN 56-2385301 · last filed 990-PF for 2025
- JEWISH FEDERATION OF CENTRAL MASSACHUSETTS INC EIN 04-2104363 · last filed 990 for 2025
- TABLE TALK FAMILY FOUNDATION INC EIN 99-4803582 · last filed 990-PF for 2025
- WORCESTER PUBLIC LIBRARY FOUNDATION EIN 20-0066770 · last filed 990 for 2025
- J IRVING & JANE L ENGLAND CHARITABLE TR 081691 EIN 04-6836265 · last filed 990-PF for 2024
- FEHSENFELD RILEY FOUNDATION EIN 87-6972533 · last filed 990-PF for 2025
- ROCKWELL FOUNDATION EIN 04-3369981 · last filed 990-PF for 2025
All nonprofits in WORCESTER · Massachusetts · Philanthropy, voluntarism and grantmaking foundations