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Nonprofit · EIN 83-6767467

7 SCHWARTZ BROTHERS LEADERSHIP TR

Also known as HENRY SCHWARTZ TTEE

Tax-exempt · KINGS POINT, NY 11024

Financials

$1.1M$1M2023$845K$823K2024
Revenue Expenses · by fiscal year end
Financials of 7 SCHWARTZ BROTHERS LEADERSHIP TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$845,000$822,957$22,043$80,877$0$80,877
December 31, 2023990-PF$1,070,000$1,036,031$33,969$58,834$0$58,834
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$845,000

Expenses

Grants and similar amounts paid
$340,600
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$822,957

Balance sheet and other

Total assets, start of year
$58,834
Total assets, end of year
$80,877
Total liabilities, end of year
$0
Net assets, end of year
$80,877
Fair market value of assets
$80,877
Qualifying distributions
$822,957

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
HENRY SCHWARTZ
158 W SHORE ROAD, KINGS POINT, NY 11024
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
HENRY SCHWARTZ
158 W SHORE ROAD, KINGS POINT, NY 11024
TRUSTEE1$0

Address and contacts

Address (IRS master file)
158 W SHORE RD, KINGS POINT, NY 11024-1729
In care of
% MELTZER LIPPE GOLDSTONE & BREITST
Signed the 990-PF
HENRY SCHWARTZ, TRUSTEE
Phone
(212) 812-7000
Return prepared by
FORVIS MAZARS LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
83-6767467
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2020
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$80,877
Income (IRS master file)
$845,000

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$845,000$822,957$80,877XML
990-PFDecember 2023$1,070,000$1,036,031$58,834XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 83-6767467).

Questions about 7 SCHWARTZ BROTHERS LEADERSHIP TR

What is the EIN of 7 SCHWARTZ BROTHERS LEADERSHIP TR?
The employer identification number (EIN) of 7 SCHWARTZ BROTHERS LEADERSHIP TR is 83-6767467.
Is 7 SCHWARTZ BROTHERS LEADERSHIP TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to 7 SCHWARTZ BROTHERS LEADERSHIP TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does 7 SCHWARTZ BROTHERS LEADERSHIP TR file?
Form 990-PF. Private foundations file every year.
When is the next return of 7 SCHWARTZ BROTHERS LEADERSHIP TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did 7 SCHWARTZ BROTHERS LEADERSHIP TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of 7 SCHWARTZ BROTHERS LEADERSHIP TR?
The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does 7 SCHWARTZ BROTHERS LEADERSHIP TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $845,000, expenses of $822,957 and total assets of $80,877 at year end.

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