Nonprofit · EIN 52-7318082
SCHWARTZBERG FAM FOUNDATION TR
Tax-exempt · POTOMAC, MD 20854
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | -$2,852 | $44,139 | -$46,991 | $364,852 | $0 | $364,852 |
| December 31, 2024 | 990-PF | $13,406 | $40,317 | -$26,911 | $412,449 | $0 | $412,449 |
| December 31, 2023 | 990-PF | $21,051 | $32,892 | -$11,841 | $440,052 | $0 | $440,052 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $500
- Dividends
- $16,443
- Net gain from sales of assets
- -$19,795
Expenses
- Grants and similar amounts paid
- $35,745
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $37,643
- Excise tax on investment income
- $141
Balance sheet and other
- Total assets, start of year
- $411,843
- Total assets, end of year
- $364,852
- Total liabilities, end of year
- $0
- Net assets, end of year
- $364,852
- Fair market value of assets
- $766,793
- Qualifying distributions
- $37,643
- Net investment income
- $16,443
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 |
|---|---|---|---|
| ROBERT M SCHWARTZBERG 11718 GAINSBOROUGH ROAD, POTOMAC, MD 20854 | CO-TRUSTEE | 1 | $0 |
| SHANA I SCHWARTZBERG 670 BRYANTS NURSERY ROAD, SILVER SPRING, MD 20905 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT M SCHWARTZBERG 11718 GAINSBOROUGH ROAD, POTOMAC, MD 20854 | CO-TRUSTEE | 1 | $0 |
| SHANA I SCHWARTZBERG 670 BRYANTS NURSERY ROAD, SILVER SPRING, MD 20905 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT M SCHWARTZBERG 11718 GAINSBOROUGH ROAD, POTOMAC, MD 20854 | CO-TRUSTEE | 1 | $0 |
| SHANA I SCHWARTZBERG 670 BRYANTS NURSERY ROAD, SILVER SPRING, MD 20905 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 11718 GAINSBOROUGH RD, POTOMAC, MD 20854-3246
- In care of
- % ALLEN Z SCHWARTZBERG
- Signed the 990-PF
- ROBERT M SCHWARTZBERG, CO-TRUSTEE
- Phone
- (202) 253-0533
- Return prepared by
- APRIO 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 | 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
- 52-7318082
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $364,852
- Income (IRS master file)
- $45,769
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | -$2,852 | $44,139 | $364,852 | IRS |
| 990-PF | December 2024 | $13,406 | $40,317 | $412,449 | XML |
| 990-PF | December 2023 | $21,051 | $32,892 | $440,052 | 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 52-7318082).
Questions about SCHWARTZBERG FAM FOUNDATION TR
- What is the EIN of SCHWARTZBERG FAM FOUNDATION TR?
- The employer identification number (EIN) of SCHWARTZBERG FAM FOUNDATION TR is 52-7318082.
- Is SCHWARTZBERG FAM FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to SCHWARTZBERG FAM FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SCHWARTZBERG FAM FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SCHWARTZBERG 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 SCHWARTZBERG 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 SCHWARTZBERG FAM FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SCHWARTZBERG FAM FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of -$2,852, expenses of $44,139 and total assets of $364,852 at year end.
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