Donna And Marvin Schwartz Foundation

Schwartz Marvin & Donna Ttees

New York, NY
Tax-exempt since Aug. 1998
EIN: 13-7114848

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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: Unknown / Unclassified (NTEE)

Donations to this organization are tax deductible.

Revenue

$3.83M (2024)

Expenses

$8.12M (2024)

Total Assets

$201M (2024)

Total Liabilities

$0 (2024)

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 April
2024

Revenue

$3,829,902

Expenses

$8,119,465

Net Income

-$4,289,563

Net Assets

$200,547,090

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,387	0.3%
Dividends	$3,178,885	83.0%
Sales of Assets	-$251,187
Other Income	$891,817	23.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,105,934	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	$200,547,090
Total Liabilities	$0
Net Assets	$200,547,090

Compensation

Key Employees and Officers	Compensation	Other
Marvin C Schwartz (Trustee)	$0	$0
Donna Schwartz (Trustee)	$0	$0

990-PF

Filed on March 13, 2025

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

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Fiscal Year Ending April
2023

Revenue

$1,955,593

Expenses

$9,238,745

Net Income

-$7,283,152

Net Assets

$172,943,261

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,069	0.3%
Dividends	$2,990,892	> 100%
Sales of Assets	-$1,668,964
Other Income	$627,596	32.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,868,393	96.0%
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	$172,943,261
Total Liabilities	$0
Net Assets	$172,943,261

Compensation

Key Employees and Officers	Compensation	Other
Marvin C Schwartz (Trustee)	$0	$0
Donna Schwartz (Trustee)	$0	$0

990-PF

Filed on March 14, 2024

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

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XML

Fiscal Year Ending April
2022

Revenue

$23,739,897

Expenses

$5,340,387

Net Income

$18,399,510

Net Assets

$171,736,054

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$23,860,980	> 100%
Interest Revenue	$105	0.0%
Dividends	$2,079,112	8.8%
Sales of Assets	-$3,254,575
Other Income	$1,054,275	4.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,280,634	98.9%
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	$171,736,054
Total Liabilities	$0
Net Assets	$171,736,054

Compensation

Key Employees and Officers	Compensation	Other
Marvin C Schwartz (Trustee)	$0	$0
Donna Schwartz (Trustee)	$0	$0

990-PF

Filed on March 9, 2023

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

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PDF XML

990-T

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

PDF

Fiscal Year Ending April
2021

Revenue

$3,979,189

Expenses

$4,267,122

Net Income

-$287,933

Net Assets

$160,775,079

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$111	0.0%
Dividends	$2,115,594	53.2%
Sales of Assets	$1,257,109	31.6%
Other Income	$606,375	15.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,083,500	95.7%
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	$162,609,244
Total Liabilities	$1,834,165
Net Assets	$160,775,079

Compensation

Key Employees and Officers	Compensation	Other
Marvin C Schwartz (Trustee)	$0	$0
Donna Schwartz (Trustee)	$0	$0

990-PF

Filed on March 15, 2022

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

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Schedules ▼

XML

Fiscal Year Ending April
2020

Revenue

$13,926,921

Expenses

$2,437,823

Net Income

$11,489,098

Net Assets

$80,083,680

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,100,540	79.7%
Interest Revenue	$847	0.0%
Dividends	$1,647,099	11.8%
Sales of Assets	$575,503	4.1%
Other Income	$602,932	4.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,100,771	86.2%
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	$80,083,681
Total Liabilities	$1
Net Assets	$80,083,680

Compensation

Key Employees and Officers	Compensation	Other
Marvin C Schwartz (Trustee)	$0	$0
Donna Schwartz (Trustee)	$0	$0

990-PF

Filed on March 14, 2021

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 April
2019

Revenue

$9,058,519

Expenses

$4,449,707

Net Income

$4,608,812

Net Assets

$68,594,582

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$601	0.0%
Dividends	$1,560,377	17.2%
Sales of Assets	$7,354,480	81.2%
Other Income	$143,061	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,175,620	93.8%
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	$68,594,583
Total Liabilities	$1
Net Assets	$68,594,582

Compensation

Key Employees and Officers	Compensation	Other
Marvin C Schwartz (Trustee)	$0	$0
Donna Schwartz (Trustee)	$0	$0

990-PF

Filed on March 16, 2020

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

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PDF XML

990-T

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

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Fiscal Year Ending April
2018

Revenue

$8,004,525

Expenses

$6,650,444

Net Income

$1,354,081

Net Assets

$63,985,771

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22	0.0%
Dividends	$1,559,523	19.5%
Sales of Assets	$6,444,980	80.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,347,106	95.4%
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	$63,985,771
Total Liabilities	$0
Net Assets	$63,985,771

Compensation

Key Employees and Officers	Compensation	Other
Marvin C Schwartz (Trustee)	$0	$0
Donna Schwartz (Trustee)	$0	$0

990-PF

Filed on March 13, 2019

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

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Fiscal Year Ending April
2017

Revenue

$10,403,210

Expenses

$6,018,411

Net Income

$4,384,799

Net Assets

$62,631,690

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,814,757	84.7%
Interest Revenue	$0
Dividends	$1,415,834	13.6%
Sales of Assets	$172,619	1.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,721,291	95.1%
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	$62,631,690
Total Liabilities	$0
Net Assets	$62,631,690

Compensation

Key Employees and Officers	Compensation	Other
Marvin C Schwartz (Trustee)	$0	$0
Donna Schwartz (Trustee)	$0	$0

990-PF

Filed on March 12, 2018

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

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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 April
2016

Revenue

$9,534,274

Expenses

$5,115,641

Net Income

$4,418,633

Net Assets

$58,246,891

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,346,625	77.1%
Interest Revenue	$0
Dividends	$1,572,127	16.5%
Sales of Assets	$602,413	6.3%
Other Income	$13,109	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,725,890	92.4%
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	$62,455,950
Total Liabilities	$4,209,059
Net Assets	$58,246,891

Compensation

Key Employees and Officers	Compensation	Other
Marvin C Schwartz (Trustee)	$0	$0
Donna Schwartz (Trustee)	$0	$0

990-PF

Filed on March 13, 2017

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

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Fiscal Year Ending April
2015

Revenue

$1,958,433

Expenses

$5,919,439

Net Income

-$3,961,006

Net Assets

$53,828,258

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,933,639	98.7%
Sales of Assets	$12,722	0.6%
Other Income	$12,072	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,436,000	91.8%
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	$68,421,834
Total Liabilities	$14,593,576
Net Assets	$53,828,258

Compensation

Key Employees and Officers	Compensation	Other
Marvin C Schwartz (Trustee)	$0	$0
Donna Schwartz (Trustee)	$0	$0

990-PF

Filed on March 10, 2016

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

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990-T

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

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Fiscal Year Ending April
2014

Revenue

$1,685,074

Expenses

$5,166,945

Net Income

-$3,481,871

Net Assets

$57,789,264

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,604,147	95.2%
Sales of Assets	$76,404	4.5%
Other Income	$4,523	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,851,118	93.9%
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	$72,724,651
Total Liabilities	$14,935,387
Net Assets	$57,789,264

Compensation

Key Employees and Officers	Compensation	Other
Marvin C Schwartz (Trustee)	$0	$0
Donna Schwartz (Trustee)	$0	$0

990-PF

Filed on March 4, 2015

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

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990-T

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

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Fiscal Year Ending April
2013

Revenue

$3,622,725

Expenses

$4,627,315

Net Income

-$1,004,590

Net Assets

$61,271,134

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,521,715	42.0%
Sales of Assets	$2,075,893	57.3%
Other Income	$25,117	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,434,461	95.8%
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	$61,271,135
Total Liabilities	$1
Net Assets	$61,271,134

990-PF

Filed on March 10, 2014

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

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PDF XML

990-T

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

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Fiscal Year Ending April
2012

Revenue

$1,411,535

Expenses

$3,948,505

Net Income

-$2,536,970

Net Assets

$62,275,725

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,910	0.3%
Interest Revenue	$0
Dividends	$1,442,469	> 100%
Sales of Assets	$0
Other Income	$66,372	4.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,699,645	93.7%
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	$65,670,757
Total Liabilities	$3,395,032
Net Assets	$62,275,725

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 April
2011

Revenue

$7,764,962

Expenses

$4,637,411

Net Income

$3,127,551

Net Assets

$64,812,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,273,359	16.4%
Sales of Assets	$6,412,335	82.6%
Other Income	$79,268	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,433,101	95.6%
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	$67,471,653
Total Liabilities	$2,658,958
Net Assets	$64,812,695

990-PF

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Donna And Marvin Schwartz Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.83M (2024)

Expenses $8.12M (2024)

Total Assets $201M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending April 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending April 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending April 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending April 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending April 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending April 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending April 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending April 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Revenue

$3.83M (2024)

Expenses

$8.12M (2024)

Total Assets

$201M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending April
2024

Fiscal Year Ending April
2023

Fiscal Year Ending April
2022

Fiscal Year Ending April
2021

Fiscal Year Ending April
2020

Fiscal Year Ending April
2019

Fiscal Year Ending April
2018

Fiscal Year Ending April
2017

Fiscal Year Ending April
2016

Fiscal Year Ending April
2015

Fiscal Year Ending April
2014

Fiscal Year Ending April
2013

Fiscal Year Ending April
2012

Fiscal Year Ending April
2011

Fiscal Year Ending April
2010

Fiscal Year Ending April
2009

Fiscal Year Ending April
2008

Fiscal Year Ending April
2007

Fiscal Year Ending April
2006

Fiscal Year Ending April
2005

Fiscal Year Ending April
2004

Fiscal Year Ending April
2003

Fiscal Year Ending April
2002

Fiscal Year Ending April
2001