The Schwartz Family Foundation Inc

Reston, VA
Tax-exempt since Jan. 1955
EIN: 15-6017667

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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.

Donations to this organization are tax deductible.

Revenue

$432k (2024)

Expenses

$537k (2024)

Total Assets

$8.63M (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 Dec.
2024

Revenue

$431,779

Expenses

$537,314

Net Income

-$105,535

Net Assets

$8,631,595

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$431,329	99.9%
Sales of Assets	$450	0.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$532,477	99.1%
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	$8,631,595
Total Liabilities	$0
Net Assets	$8,631,595

Compensation

Key Employees and Officers	Compensation	Other
Douglas Ellenoff (Director)	$0	$0
Gregory Ellenoff (President\Director)	$0	$0
Debra S Ellenoff (Secretary\Director)	$0	$0
Eric Ellenoff (Treasurer/Director)	$0	$0
Jeffrey Ellenoff (Director)	$0	$0
Nicholas Ellenoff (Director)	$0	$0
Scott Ellenoff (Director)	$0	$0
Kathryn S Bierman (Director)	$0	$0
Bradley W Schwartz (Director)	$0	$0
Mark Schwartz (Director)	$0	$0

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990-PF

Filed on May 1, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$1,350,917

Expenses

$661,053

Net Income

$689,864

Net Assets

$12,184,262

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$358,977	26.6%
Sales of Assets	$0
Other Income	$991,930	73.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$618,879	93.6%
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	$12,185,012
Total Liabilities	$750
Net Assets	$12,184,262

Compensation

Key Employees and Officers	Compensation	Other
Charitable Support Services Llc (Foundation Manager)	$3,026	$0
Bradley W Schwartz (Former Pres And Director)	$0	$0
Douglas Ellenoff (Treasurer And Director)	$0	$0
Gregory Ellenoff (President And Director)	$0	$0
Debra S Ellenoff (Secretary And Director)	$0	$0
Eric Ellenoff (Director)	$0	$0
Kathryn S Bierman (Director)	$0	$0
Mark Schwartz (Director)	$0	$0
Nicholas Ellenoff (Director)	$0	$0
Jeffrey Ellenoff (Director)	$0	$0
Scott Ellenoff (Director)	$0	$0

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990-PF

Filed on June 7, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

-$905,835

Expenses

$586,242

Net Income

-$1,492,077

Net Assets

$11,494,398

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,476
Dividends	$231,132
Sales of Assets	$0
Other Income	-$1,151,443

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$575,050	98.1%
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	$11,495,148
Total Liabilities	$750
Net Assets	$11,494,398

Compensation

Key Employees and Officers	Compensation	Other
Charitable Support Services Llc (Foundation Manager)	$1,690	$0
Bradley W Schwartz (Pres And Director)	$0	$0
Douglas Ellenoff (Co Chairman And Director)	$0	$0
Gregory Ellenoff (Treasurer And Director)	$0	$0
Debra S Ellenoff (Secretary And Director)	$0	$0
Eric Ellenoff (Director)	$0	$0
Kathryn S Bierman (Director)	$0	$0
Mark Schwartz (Director)	$0	$0
Nicholas Ellenoff (Director)	$0	$0
Jeffrey Ellenoff (Director)	$0	$0

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990-PF

Filed on May 12, 2023

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$1,455,315

Expenses

$638,583

Net Income

$816,732

Net Assets

$12,986,475

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,497	0.3%
Interest Revenue	$73	0.0%
Dividends	$180,145	12.4%
Sales of Assets	$0
Other Income	$1,270,600	87.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$616,500	96.5%
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	$12,992,035
Total Liabilities	$5,560
Net Assets	$12,986,475

Compensation

Key Employees and Officers	Compensation	Other
Charitable Support Services Llc (Foundation Manager)	$4,185	$0
Bradley W Schwartz (Pres And Director)	$0	$0
Douglas Ellenoff (Co Chairman And Director)	$0	$0
Gregory Ellenoff (Treasurer And Director)	$0	$0
Debra S Ellenoff (Secretary And Director)	$0	$0
Eric Ellenoff (Director)	$0	$0
Kathryn S Bierman (Director)	$0	$0
Mark Schwartz (Director)	$0	$0
Nicholas Ellenoff (Director)	$0	$0
Jeffrey Ellenoff (Director)	$0	$0

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990-PF

Filed on May 10, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$600,692

Expenses

$419,508

Net Income

$181,184

Net Assets

$12,169,743

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$117	0.0%
Dividends	$178,591	29.7%
Sales of Assets	$0
Other Income	$421,984	70.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$403,500	96.2%
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	$12,178,090
Total Liabilities	$8,347
Net Assets	$12,169,743

Compensation

Key Employees and Officers	Compensation	Other
Charitable Support Services Llc (Foundation Manager)	$3,899	$0
Bradley W Schwartz (Pres And Director)	$0	$0
Douglas Ellenoff (Co Chairman And Director)	$0	$0
Gregory Ellenoff (Treasurer And Director)	$0	$0
Debra S Ellenoff (Secretary And Director)	$0	$0
Eric Ellenoff (Director)	$0	$0
Kathryn S Bierman (Director)	$0	$0
Mark Schwartz (Director)	$0	$0
Nicholas Ellenoff (Director)	$0	$0
Jeffrey Ellenoff (Director)	$0	$0

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990-PF

Filed on May 17, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$555,805

Expenses

$662,321

Net Income

-$106,516

Net Assets

$11,988,559

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$824	0.1%
Dividends	$261,860	47.1%
Sales of Assets	$0
Other Income	$293,121	52.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$634,400	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	$11,993,806
Total Liabilities	$5,247
Net Assets	$11,988,559

Compensation

Key Employees and Officers	Compensation	Other
Charitable Support Services Llc (Foundation Manager)	$7,700	$0
Bradley W Schwartz (Pres And Director)	$0	$0
Douglas Ellenoff (Co Chairman And Director)	$0	$0
Gregory Ellenoff (Treasurer And Director)	$0	$0
Debra S Ellenoff (Secretary And Director)	$0	$0
Eric Ellenoff (Director)	$0	$0
Kathryn S Bierman (Director)	$0	$0
Mark Schwartz (Director)	$0	$0
Nicholas Ellenoff (Director)	$0	$0
Jeffrey Ellenoff (Director)	$0	$0

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990-PF

Filed on June 9, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$727,238

Expenses

$618,075

Net Income

$109,163

Net Assets

$10,387,881

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$284,909	39.2%
Sales of Assets	$442,329	60.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$599,500	97.0%
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	$10,395,950
Total Liabilities	$8,069
Net Assets	$10,387,881

Compensation

Key Employees and Officers	Compensation	Other
Charitable Support Services Llc (Foundation Manager)	$4,460	$0
Bradley W Schwartz (Pres And Director)	$0	$0
Douglas Ellenoff (Co Chairman And Director)	$0	$0
Gregory Ellenoff (Treasurer And Director)	$0	$0
Margery Schwartz (Director)	$0	$0
Debra S Ellenoff (Secretary And Director)	$0	$0
Eric Ellenoff (Director)	$0	$0
Kathryn S Bierman (Director)	$0	$0
Mark Schwartz (Director)	$0	$0

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990-PF

Filed on May 14, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$444,303

Expenses

$574,576

Net Income

-$130,273

Net Assets

$11,529,848

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$316,021	71.1%
Sales of Assets	$0
Other Income	$128,282	28.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$555,700	96.7%
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	$11,535,095
Total Liabilities	$5,247
Net Assets	$11,529,848

Compensation

Key Employees and Officers	Compensation	Other
Charitable Support Services Llc (Foundation Manager)	$6,230	$0
Bradley W Schwartz (Pres And Director)	$0	$459
Lois Ellenoff Deceased 3517 (Co Chairman And Dire)	$0	$0
Douglas Ellenoff (Co Chairman And Dire)	$0	$0
Gregory Ellenoff (Treasurer And Direct)	$0	$0
Margery Schwartz (Director)	$0	$0
Debra S Ellenoff (Secretary And Direct)	$0	$0
Eric Ellenoff (Director)	$0	$0
Kathryn S Bierman (Director)	$0	$958
Mark Schwartz (Director)	$0	$0

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990-PF

Filed on May 15, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$553,666

Expenses

$892,460

Net Income

-$338,794

Net Assets

$10,520,975

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$251,497	45.4%
Sales of Assets	$0
Other Income	$302,169	54.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$870,120	97.5%
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	$10,526,522
Total Liabilities	$5,547
Net Assets	$10,520,975

Compensation

Key Employees and Officers	Compensation	Other
Bradley W Schwartz (Pres And Director)	$0	$0
Lois Ellenoff Deceased 3517 (Co Chairman And Dire)	$0	$0
Douglas Ellenoff (Co Chairman And Dire)	$0	$0
Gregory Ellenoff (Treasurer And Direct)	$0	$0
Margery Schwartz (Director)	$0	$0
Debra S Ellenoff (Secretary And Direct)	$0	$0
Eric Ellenoff (Director)	$0	$0
Kathryn S Bierman (Director)	$0	$0
Mark Schwartz (Director)	$0	$0
Charitable Support Services Llc (Foundation Manager)	$0	$0

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990-PF

Filed on May 12, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$444,902

Expenses

$256,473

Net Income

$188,429

Net Assets

$10,503,937

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$263,390	59.2%
Sales of Assets	$181,512	40.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$245,445	95.7%
Compensation of Officers*	$5,799	2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,512,983
Total Liabilities	$9,046
Net Assets	$10,503,937

Compensation

Key Employees and Officers	Compensation	Other
Charitable Support Services Llc (Foundation Manager)	$5,799	$0
Bradley W Schwartz (Pres And Director)	$0	$0
Lois Ellenoff (Co Chairman And Dire)	$0	$0
Douglas Ellenoff (Co Chairman And Dire)	$0	$0
Gregory Ellenoff (Treasurer And Direct)	$0	$0
Margery Schwartz (Director)	$0	$0
Debra S Ellenoff (Secretary And Direct)	$0	$0
Eric Ellenoff (Director)	$0	$0
Kathryn Schwartz (Director)	$0	$0
Mark Schwartz (Director)	$0	$0

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990-PF

Filed on June 1, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$383,072

Expenses

$447,609

Net Income

-$64,537

Net Assets

$11,012,571

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$251,981	65.8%
Sales of Assets	$131,091	34.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$739,380	> 100%
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	$11,028,321
Total Liabilities	$15,750
Net Assets	$11,012,571

Compensation

Key Employees and Officers	Compensation	Other
Bradley W Schwartz (Pres & Trustee)	$0	$0
Lois Ellenoff (Chairman And Trustee)	$0	$0
Douglas Ellenoff (Trustee)	$0	$0
Gregory Ellenoff (Treasurer And Trustee)	$0	$0
Margery Schwartz (Trustee)	$0	$0
Debra S Ellenoff (Secretary And Trustee)	$0	$0
Eric Ellenoff (Trustee)	$0	$0
Kathryn Schwartz (Trustee)	$0	$0
Mark S Schwartz (Trustee)	$0	$0

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990-PF

Filed on May 15, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$278,784

Expenses

$196,575

Net Income

$82,209

Net Assets

$10,923,738

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$229,457	82.3%
Sales of Assets	$48,253	17.3%
Other Income	$1,074	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$322,750	> 100%
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	$11,250,783
Total Liabilities	$327,045
Net Assets	$10,923,738

Compensation

Key Employees and Officers	Compensation	Other
Bradley W Schwartz (Pres & Trustee)	$0	$0
Lois Ellenoff (Chairman And Trustee)	$0	$0
Douglas Ellenoff (Trustee)	$0	$0
Gregory Ellenoff (Treasurer And Trustee)	$0	$0
Margery Schwartz (Trustee)	$0	$0
Debra S Ellenoff (Trustee)	$0	$0

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990-PF

Filed on June 23, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$247,246

Expenses

$875,003

Net Income

-$627,757

Net Assets

$9,870,544

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$66,820	27.0%
Dividends	$171,134	69.2%
Sales of Assets	$9,292	3.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$465,430	53.2%
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	$10,340,544
Total Liabilities	$470,000
Net Assets	$9,870,544

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$209,909

Expenses

$437,373

Net Income

-$227,464

Net Assets

$9,915,252

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,050	0.5%
Dividends	$192,738	91.8%
Sales of Assets	$16,121	7.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$593,750	> 100%
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	$9,995,252
Total Liabilities	$80,000
Net Assets	$9,915,252

990-PF

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

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

PDF

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The Schwartz Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $432k (2024)

Expenses $537k (2024)

Total Assets $8.63M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$432k (2024)

Expenses

$537k (2024)

Total Assets

$8.63M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001