Nonprofit · EIN 81-4564555
LEONARD AND JUDITH SCHWARTZBAUM FAMILY FOUNDATION INC
Tax-exempt · SARASOTA, FL 34231
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $429,698 | $244,784 | $184,914 | $7,190,445 | $0 | $7,190,445 |
| December 31, 2024 | 990-PF | $260,495 | $238,984 | $21,511 | $5,792,205 | $0 | $5,792,205 |
| December 31, 2023 | 990-PF | $106,835 | $229,349 | -$122,514 | $4,769,745 | $0 | $4,769,745 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $89,641
- Interest
- $3,393
- Net gain from sales of assets
- $336,664
Expenses
- Grants and similar amounts paid
- $233,000
- Disbursements for charitable purposes
- $237,948
- Excise tax on investment income
- $5,809
Balance sheet and other
- Total assets, start of year
- $5,792,205
- Total assets, end of year
- $7,190,445
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,190,445
- Fair market value of assets
- $7,450,633
- Qualifying distributions
- $237,948
- Net investment income
- $429,702
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 |
|---|---|---|---|
| Judith Schwartzbaum 5840 Tidewood Ave, Sarasota, FL 34231 | Director | 0 | $0 |
| Babette Bach 1701 Hawthorne St, Sarasota, FL 34231 | Secretary | 0 | $0 |
| Dan Schwartzbaum 1040 Delores St 202, San Fransisco, CA 94110 | Vice President | 0 | $0 |
| Amy Schwartzbaum 3552 Buena Vista Ave, Baltimore, MD 21211 | Director | 0 | $0 |
| Anne Brozoskie 1530 Frontenac Court, York, PA 17403 | President | 0 | $0 |
| Barry Stein 7625 Kapok Dr, Sarasota, FL 34241 | Director | 0 | $0 |
| Kai L Jensen 4826 Swan Acre Dr, Cecil, WI 54111 | Treasurer | 0 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Judith Schwartzbaum 5840 Tidewood Ave, Sarasota, FL 34231 | Director | 0 | $0 |
| Babette Bach 1701 Hawthorne St, Sarasota, FL 34231 | Secretary | 0 | $0 |
| Dan Schwartzbaum 1040 Delores St 202, San Fransisco, CA 94110 | Vice President | 0 | $0 |
| Amy Schwartzbaum 3552 Buena Vista Ave, Baltimore, MD 21211 | Director | 0 | $0 |
| Anne Brozoskie 1530 Frontenac Court, York, PA 17403 | President | 0 | $0 |
| Barry Stein 7625 Kapok Dr, Sarasota, FL 34241 | Director | 0 | $0 |
| Kai L Jensen 4826 Swan Acre Dr, Cecil, WI 54111 | Treasurer | 0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Judith Schwartzbaum 5840 Tidewood Ave, Sarasota, FL 34231 | Director | 0 | $0 |
| Babette Bach 1701 Hawthorne St, Sarasota, FL 34231 | Secretary | 0 | $0 |
| Dan Schwartzbaum 1040 Delores St 202, San Fransisco, CA 94110 | Vice President | 0 | $0 |
| Amy Schwartzbaum 3552 Buena Vista Ave, Baltimore, MD 21211 | Director | 0 | $0 |
| Anne Brozoskie 1530 Frontenac Court, York, PA 17403 | President | 0 | $0 |
| Barry Stein 7625 Kapok Dr, Sarasota, FL 34241 | Director | 0 | $0 |
| Kai L Jensen 4826 Swan Acre Dr, Cecil, WI 54111 | Treasurer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5840 TIDEWOOD AVE, SARASOTA, FL 34231-3132
- In care of
- % JUDITH A SCHWARTZBAUM
- Signed the 990-PF
- Judith Schwartzbaum, Director
- Phone
- (941) 364-7444
- Return prepared by
- SABELLA & MARSHALL CPAs
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
- 81-4564555
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $7,190,445
- Income (IRS master file)
- $545,868
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $429,698 | $244,784 | $7,190,445 | XML |
| 990-PF | December 2024 | $260,495 | $238,984 | $5,792,205 | IRS |
| 990-PF | December 2023 | $106,835 | $229,349 | $4,769,745 | 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 81-4564555).
Questions about LEONARD AND JUDITH SCHWARTZBAUM FAMILY FOUNDATION INC
- What is the EIN of LEONARD AND JUDITH SCHWARTZBAUM FAMILY FOUNDATION INC?
- The employer identification number (EIN) of LEONARD AND JUDITH SCHWARTZBAUM FAMILY FOUNDATION INC is 81-4564555.
- Is LEONARD AND JUDITH SCHWARTZBAUM FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to LEONARD AND JUDITH SCHWARTZBAUM FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEONARD AND JUDITH SCHWARTZBAUM FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEONARD AND JUDITH SCHWARTZBAUM FAMILY FOUNDATION INC 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 LEONARD AND JUDITH SCHWARTZBAUM FAMILY FOUNDATION INC 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 LEONARD AND JUDITH SCHWARTZBAUM FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does LEONARD AND JUDITH SCHWARTZBAUM FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $429,698, expenses of $244,784 and total assets of $7,190,445 at year end.
Other nonprofits in SARASOTA
- COMMUNITY FOUNDATION OF SARASOTA COUNTY INC EIN 59-1956886 · last filed 990 for 2025
- CHARLES AND MARGERY BARANCIK FOUNDATION EIN 36-3442474 · last filed 990-PF for 2025
- NEMA FOUNDATION INC EIN 27-4357830 · last filed 990 for 2024
- THE PATTERSON FOUNDATION EIN 65-6230256 · last filed 990-PF for 2025
- AD IMPACT EIN 81-4562993 · last filed 990-PF for 2025
- THE JEWISH FEDERATION OF SARASOTA-MANATEE INC EIN 59-1227747 · last filed 990 for 2024
- LOUIS AND GLORIA FLANZER PHILANTRHOPIC TR EIN 14-6285967 · last filed 990-PF for 2024
- BRIAN AND SHEILA JELLISON FAMILY FOUNDATION EIN 83-2115946 · last filed 990-PF for 2025
All nonprofits in SARASOTA · Florida · Philanthropy, voluntarism and grantmaking foundations