Nonprofit · EIN 83-1625348
SCHWEIGER FAMILY CHARITABLE TRUST
Tax-exempt · FORT MYERS, FL 33913
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $36,411 | $43,919 | -$7,508 | $787,685 | $0 | $787,685 |
| June 30, 2025 | 990-PF | $30,661 | $47,039 | -$16,378 | $795,587 | $0 | $795,587 |
| June 30, 2024 | 990-PF | $22,033 | $41,817 | -$19,784 | $812,245 | $0 | $812,245 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $31,603
- Interest
- $290
- Net gain from sales of assets
- $4,518
Expenses
- Grants and similar amounts paid
- $38,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $41,464
- Excise tax on investment income
- $472
Balance sheet and other
- Total assets, start of year
- $795,587
- Total assets, end of year
- $787,685
- Total liabilities, end of year
- $0
- Net assets, end of year
- $787,685
- Fair market value of assets
- $865,130
- Qualifying distributions
- $41,464
- Net investment income
- $36,411
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KURT SCHWEIGER 13912 BLUE BAY CIRCLE, FORT MYERS, FL 33913 | PRESIDENT | 1 | $0 |
| KELLY SCHWEIGER 13912 BLUE BAY CIRCLE, FORT MYERS, FL 33913 | SECRETARY | 0.1 | $0 |
| PETER MENDES 1121 CASTLETOWN COURT, SEWICKLEY, PA 15043 | TREASURER | 0.1 | $0 |
990-PF for the year ended June 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KURT SCHWEIGER 13912 BLUE BAY CIRCLE, FORT MYERS, FL 33913 | PRESIDENT | 1 | $0 |
| KELLY SCHWEIGER 13912 BLUE BAY CIRCLE, FORT MYERS, FL 33913 | SECRETARY | 0.1 | $0 |
| PETER MENDES 1121 CASTLETOWN COURT, SEWICKLEY, PA 15043 | TREASURER | 0.1 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KURT SCHWEIGER 13912 BLUE BAY CIRCLE, FORT MYERS, FL 33913 | PRESIDENT | 1 | $0 |
| KELLY SCHWEIGER 13912 BLUE BAY CIRCLE, FORT MYERS, FL 33913 | SECRETARY | 0.1 | $0 |
| PETER MENDES 1121 CASTLETOWN COURT, SEWICKLEY, PA 15043 | TREASURER | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 13912 BLUE BAY CIR, FORT MYERS, FL 33913-9720
- Signed the 990-PF
- KURT SCHWEIGER, PRESIDENT
- Phone
- (412) 952-6847
- Return prepared by
- RUZOMBERKA HOLLAND RENK SMITH
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 83-1625348
- 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
- 2019
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $787,685
- Income (IRS master file)
- $72,716
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $36,411 | $43,919 | $787,685 | XML |
| 990-PF | June 2025 | $30,661 | $47,039 | $795,587 | XML |
| 990-PF | June 2024 | $22,033 | $41,817 | $812,245 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 83-1625348).
Questions about SCHWEIGER FAMILY CHARITABLE TRUST
- What is the EIN of SCHWEIGER FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of SCHWEIGER FAMILY CHARITABLE TRUST is 83-1625348.
- Is SCHWEIGER FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to SCHWEIGER FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SCHWEIGER FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SCHWEIGER FAMILY CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SCHWEIGER FAMILY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of SCHWEIGER FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended June 30, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does SCHWEIGER FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $36,411, expenses of $43,919 and total assets of $787,685 at year end.
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