Nonprofit · EIN 47-3799574
JUDI AND GEORGE SCHWARTZ FOUNDATION
Tax-exempt · PLYMOUTH, MI 48170
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,175,318 | $930,312 | $1,245,006 | $12,193,474 | $0 | $12,193,474 |
| December 31, 2024 | 990-PF | $2,129,076 | $636,561 | $1,492,515 | $10,782,800 | $0 | $10,782,800 |
| December 31, 2023 | 990-PF | $1,969,835 | $295,437 | $1,674,398 | $8,639,551 | $0 | $8,639,551 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,869,000
- Dividends
- $121,021
- Interest
- $44,911
- Net gain from sales of assets
- $140,349
- Other income
- $37
Expenses
- Grants and similar amounts paid
- $915,000
- Disbursements for charitable purposes
- $930,312
- Excise tax on investment income
- $4,006
Balance sheet and other
- Total assets, start of year
- $10,782,800
- Total assets, end of year
- $12,193,474
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,193,474
- Fair market value of assets
- $12,193,474
- Qualifying distributions
- $930,312
- Net investment income
- $303,487
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 |
|---|---|---|---|
| GEORGE P SCHWARTZ 11920 LORENZ WAY, PLYMOUTH, MI 48170 | DIRECTOR PR | 0 | $0 |
| ROBERT C SCHWARTZ 12344 HOWLAND PARK DRIVE, PLYMOUTH, MI 48170 | DIRECTOR SE | 0 | $0 |
| MICHAEL J SCHWARTZ 5830 CARNOUSTI CT, AVE MARIA, FL 34142 | DIRECTOR VI | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE P SCHWARTZ 11920 LORENZ WAY, PLYMOUTH, MI 48170 | DIRECTOR PR | 0 | $0 |
| ROBERT C SCHWARTZ 12344 HOWLAND PARK DRIVE, PLYMOUTH, MI 48170 | DIRECTOR SE | 0 | $0 |
| MICHAEL J SCHWARTZ 5830 CARNOUSTI CT, AVE MARIA, FL 34142 | DIRECTOR VI | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE P SCHWARTZ 11920 LORENZ WAY, PLYMOUTH, MI 48170 | DIRECTOR PR | 0 | $0 |
| ROBERT C SCHWARTZ 12344 HOWLAND PARK DRIVE, PLYMOUTH, MI 48170 | DIRECTOR SE | 0 | $0 |
| MICHAEL J SCHWARTZ 5830 CARNOUSTI CT, AVE MARIA, FL 34142 | DIRECTOR VI | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 801 W ANN ARBOR TRAIL, PLYMOUTH, MI 48170-1694
- In care of
- % GEORGE P SCHWARTZ
- Signed the 990-PF
- GEORGE P SCHWARTZ, DIRECTOR PRESIDENT
- Phone
- (734) 455-7777
- Return prepared by
- TAX PREPARATION 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 | 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
- 47-3799574
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $12,193,474
- Income (IRS master file)
- $2,175,318
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,175,318 | $930,312 | $12,193,474 | IRS |
| 990-PF | December 2024 | $2,129,076 | $636,561 | $10,782,800 | IRS |
| 990-PF | December 2023 | $1,969,835 | $295,437 | $8,639,551 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 47-3799574).
Questions about JUDI AND GEORGE SCHWARTZ FOUNDATION
- What is the EIN of JUDI AND GEORGE SCHWARTZ FOUNDATION?
- The employer identification number (EIN) of JUDI AND GEORGE SCHWARTZ FOUNDATION is 47-3799574.
- Is JUDI AND GEORGE SCHWARTZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to JUDI AND GEORGE SCHWARTZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JUDI AND GEORGE SCHWARTZ FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JUDI AND GEORGE SCHWARTZ FOUNDATION 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 JUDI AND GEORGE SCHWARTZ FOUNDATION 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 JUDI AND GEORGE SCHWARTZ FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JUDI AND GEORGE SCHWARTZ FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,175,318, expenses of $930,312 and total assets of $12,193,474 at year end.
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