The Eric & Erica Schwartz Family Foundation

New York, NY
Tax-exempt since Feb. 1998
EIN: 13-3957291

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$362k (2024)

Expenses

$258k (2024)

Total Assets

$9.83M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2024

Revenue

$361,988

Expenses

$257,842

Net Income

$104,146

Net Assets

$9,827,324

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$316,739	87.5%
Sales of Assets	$3,029	0.8%
Other Income	$42,220	11.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,000	10.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,827,324
Total Liabilities	$0
Net Assets	$9,827,324

Compensation

Key Employees and Officers	Compensation	Other
Eric S Schwartz (Trustee)	$0	$0
Erica Schwartz (Trustee)	$0	$0

990-PF

Filed on July 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2023

Revenue

-$114,857

Expenses

$2,188,280

Net Income

-$2,303,137

Net Assets

$10,580,476

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$281,514
Sales of Assets	-$646,974
Other Income	$250,603

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$492,254	22.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,580,476
Total Liabilities	$0
Net Assets	$10,580,476

Compensation

Key Employees and Officers	Compensation	Other
Eric S Schwartz (Trustee)	$0	$0
Erica Schwartz (Trustee)	$0	$0

990-PF

Filed on July 17, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Aug.
2022

Revenue

$479,801

Expenses

$705,600

Net Income

-$225,799

Net Assets

$12,883,639

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$311,974	65.0%
Sales of Assets	$43,900	9.1%
Other Income	$123,927	25.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$555,150	78.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,883,639
Total Liabilities	$0
Net Assets	$12,883,639

Compensation

Key Employees and Officers	Compensation	Other
Eric S Schwartz (Trustee)	$0	$0
Erica Schwartz (Trustee)	$0	$0

990-PF

Filed on July 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Aug.
2021

Revenue

$242,160

Expenses

$841,931

Net Income

-$599,771

Net Assets

$13,110,508

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$230,352	95.1%
Sales of Assets	$2,511	1.0%
Other Income	$9,297	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$743,000	88.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,110,508
Total Liabilities	$0
Net Assets	$13,110,508

Compensation

Key Employees and Officers	Compensation	Other
Eric S Schwartz (Trustee)	$0	$0
Erica Schwartz (Trustee)	$0	$0

990-PF

Filed on July 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Aug.
2020

Revenue

$507,603

Expenses

$1,473,485

Net Income

-$965,882

Net Assets

$13,712,445

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$459,851	90.6%
Sales of Assets	$47,527	9.4%
Other Income	$225	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,269,000	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,712,445
Total Liabilities	$0
Net Assets	$13,712,445

Compensation

Key Employees and Officers	Compensation	Other
Eric S Schwartz (Trustee)	$0	$0
Erica Schwartz (Trustee)	$0	$0

990-PF

Filed on Feb. 3, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2019

Revenue

$458,048

Expenses

$977,446

Net Income

-$519,398

Net Assets

$14,678,337

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$707	0.2%
Dividends	$238,762	52.1%
Sales of Assets	$130,355	28.5%
Other Income	$88,224	19.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$864,500	88.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,678,337
Total Liabilities	$0
Net Assets	$14,678,337

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Aug.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2015

Revenue

$6,478,376

Expenses

$1,908,000

Net Income

$4,570,376

Net Assets

$10,061,668

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,063,406	47.3%
Interest Revenue	$540	0.0%
Dividends	$677,434	10.5%
Sales of Assets	$2,736,996	42.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,817,015	95.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,061,668
Total Liabilities	$0
Net Assets	$10,061,668

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2014

Revenue

$3,104,529

Expenses

$1,004,739

Net Income

$2,099,790

Net Assets

$8,394,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,506,447	48.5%
Interest Revenue	$399	0.0%
Dividends	$215,289	6.9%
Sales of Assets	$1,382,394	44.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$923,000	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,394,573
Total Liabilities	$0
Net Assets	$8,394,573

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2013

Revenue

$2,962,696

Expenses

$1,787,316

Net Income

$1,175,380

Net Assets

$7,709,654

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,521,509	51.4%
Interest Revenue	$105	0.0%
Dividends	$221,861	7.5%
Sales of Assets	$1,219,221	41.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,780,300	99.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,709,654
Total Liabilities	$0
Net Assets	$7,709,654

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2012

Revenue

$3,844,624

Expenses

$1,651,530

Net Income

$2,193,094

Net Assets

$7,935,925

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,975,706	51.4%
Interest Revenue	$301	0.0%
Dividends	$9,240	0.2%
Sales of Assets	$1,859,252	48.4%
Other Income	$125	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,648,805	99.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,935,925
Total Liabilities	$0
Net Assets	$7,935,925

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

Revenue

$7,620

Expenses

$2,247,955

Net Income

-$2,240,335

Net Assets

$7,545,960

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$504	6.6%
Dividends	$7,116	93.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,247,580	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,545,960
Total Liabilities	$0
Net Assets	$7,545,960

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated March 23, 2026

The Eric & Erica Schwartz Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $362k (2024)

Expenses $258k (2024)

Total Assets $9.83M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Aug. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$362k (2024)

Expenses

$258k (2024)

Total Assets

$9.83M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004

Fiscal Year Ending Aug.
2003

Fiscal Year Ending Aug.
2002

Fiscal Year Ending Aug.
2001