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Nonprofit · EIN 99-4110082

FRANCES W SCHWARTZ AND DANIEL L SCHWARTZ CHARITABLE FOUNDATION

Tax-exempt · CHERRY HILL, NJ 08003

Financials

$5.5M$66K2024$386K$444K2025
Revenue Expenses · by fiscal year end
Financials of FRANCES W SCHWARTZ AND DANIEL L SCHWARTZ CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$385,580$444,375-$58,795$5,322,554$0$5,322,554
December 31, 2024990-PF$5,466,512$65,605$5,400,907$5,014,291$0$5,014,291
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$84,239
Interest
$60,018
Net gain from sales of assets
$241,323

Expenses

Grants and similar amounts paid
$357,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$357,500
Excise tax on investment income
$4,150

Balance sheet and other

Total assets, start of year
$5,014,291
Total assets, end of year
$5,322,554
Total liabilities, end of year
$0
Net assets, end of year
$5,322,554
Fair market value of assets
$5,322,554
Qualifying distributions
$357,500
Net investment income
$385,452

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.

NameTitleHours / weekCompensation
BARBARA FLACKER
1746 COUNTRY CLUB DRIVE, CHERRY HILL, NJ 08003
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BARBARA FLACKER
1746 COUNTRY CLUB DRIVE, CHERRY HILL, NJ 08003
TRUSTEE1$0

Address and contacts

Address (IRS master file)
1746 COUNTRY CLUB DR, CHERRY HILL, NJ 08003-3455
In care of
% BARBARA FLACKER TRUSTEE
Signed the 990-PF
BARBARA FLACKER, TRUSTEE
Phone
(610) 458-1420
Return prepared by
FOX ROTHSCHILD 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
99-4110082
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
2025
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,322,554
Income (IRS master file)
$1,000,676

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$385,580$444,375$5,322,554IRS
990-PFDecember 2024$5,466,512$65,605$5,014,291IRS

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 99-4110082).

Questions about FRANCES W SCHWARTZ AND DANIEL L SCHWARTZ CHARITABLE FOUNDATION

What is the EIN of FRANCES W SCHWARTZ AND DANIEL L SCHWARTZ CHARITABLE FOUNDATION?
The employer identification number (EIN) of FRANCES W SCHWARTZ AND DANIEL L SCHWARTZ CHARITABLE FOUNDATION is 99-4110082.
Is FRANCES W SCHWARTZ AND DANIEL L SCHWARTZ CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to FRANCES W SCHWARTZ AND DANIEL L SCHWARTZ CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FRANCES W SCHWARTZ AND DANIEL L SCHWARTZ CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of FRANCES W SCHWARTZ AND DANIEL L SCHWARTZ CHARITABLE 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 FRANCES W SCHWARTZ AND DANIEL L SCHWARTZ CHARITABLE 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 FRANCES W SCHWARTZ AND DANIEL L SCHWARTZ CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does FRANCES W SCHWARTZ AND DANIEL L SCHWARTZ CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $385,580, expenses of $444,375 and total assets of $5,322,554 at year end.

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