Nonprofit · EIN 81-4765542
THE WILLIAM AND VALERIE SCHWARTZ FAMILY FOUNDATION
Tax-exempt · AVENTURA, FL 33180
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $102,580 | $113,770 | -$11,190 | $1,949,384 | $0 | $1,949,384 |
| December 31, 2024 | 990-PF | $67,324 | $114,388 | -$47,064 | $1,960,574 | $0 | $1,960,574 |
| December 31, 2023 | 990-PF | $56,024 | $117,430 | -$61,406 | $2,007,638 | $0 | $2,007,638 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $50,934
- Net gain from sales of assets
- $51,646
Expenses
- Grants and similar amounts paid
- $97,485
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $97,485
- Excise tax on investment income
- $1,231
Balance sheet and other
- Total assets, start of year
- $1,960,574
- Total assets, end of year
- $1,949,384
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,949,384
- Fair market value of assets
- $2,466,329
- Qualifying distributions
- $97,485
- Net investment income
- $102,580
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 |
|---|---|---|---|
| WILLIAM SCHWARTZ 20155 NE 38TH COURT 2802, AVENTURA, FL 33180 | PRESIDENT AND TREASURER | 0 | $0 |
| VALERIE SCHWARTZ 20155 NE 38TH COURT 2802, AVENTURA, FL 33180 | VICE PRESIDENT AND SECRETA | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM SCHWARTZ 20155 NE 38TH COURT 2802, AVENTURA, FL 33180 | PRESIDENT AND TREASURER | 0 | $0 |
| VALERIE SCHWARTZ 20155 NE 38TH COURT 2802, AVENTURA, FL 33180 | VICE PRESIDENT AND SECRETA | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM SCHWARTZ 20155 NE 38TH COURT 2802, AVENTURA, FL 33180 | PRESIDENT AND TREASURER | 0 | $0 |
| VALERIE SCHWARTZ 20155 NE 38TH COURT 2802, AVENTURA, FL 33180 | VICE PRESIDENT AND SECRETA | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 20155 NE 38TH CT APT 2802, AVENTURA, FL 33180-3271
- Signed the 990-PF
- WILLIAM SCHWARTZ, PRESIDENT/TRUSTEE
- Phone
- (215) 881-8800
- 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 | 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
- 81-4765542
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,949,384
- Income (IRS master file)
- $222,743
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $102,580 | $113,770 | $1,949,384 | IRS |
| 990-PF | December 2024 | $67,324 | $114,388 | $1,960,574 | IRS |
| 990-PF | December 2023 | $56,024 | $117,430 | $2,007,638 | 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 81-4765542).
Questions about THE WILLIAM AND VALERIE SCHWARTZ FAMILY FOUNDATION
- What is the EIN of THE WILLIAM AND VALERIE SCHWARTZ FAMILY FOUNDATION?
- The employer identification number (EIN) of THE WILLIAM AND VALERIE SCHWARTZ FAMILY FOUNDATION is 81-4765542.
- Is THE WILLIAM AND VALERIE SCHWARTZ FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to THE WILLIAM AND VALERIE SCHWARTZ FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE WILLIAM AND VALERIE SCHWARTZ FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE WILLIAM AND VALERIE SCHWARTZ FAMILY 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 THE WILLIAM AND VALERIE SCHWARTZ FAMILY 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 THE WILLIAM AND VALERIE SCHWARTZ FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE WILLIAM AND VALERIE SCHWARTZ FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $102,580, expenses of $113,770 and total assets of $1,949,384 at year end.
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