Irving And Toby Schwartz Charitable Tr

Jay D Rosenbaum Ttee
  • Boston, MA
  • Tax-exempt since May 2008
  • EIN: 26-6196825

Organization summary

Type of Nonprofit

Designated as a 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.

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$151,988
Expenses
$107,486
Net Income
$44,502
Net Assets
$444,881
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,683
1.1%
Dividends $12,607
8.3%
Sales of Assets $137,698
90.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $105,103
97.8%
Compensation of Officers* $4,136
3.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $444,881
Total Liabilities $0
Net Assets $444,881
Compensation
Key Employees and Officers Compensation Other
Jay D Rosenbaum (Trustee) $4,136 $0
Harry Schwartz (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 14, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,953
Expenses
$66,788
Net Income
-$25,835
Net Assets
$400,226
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,093
2.7%
Dividends $10,658
26.0%
Sales of Assets $29,202
71.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $64,311
96.3%
Compensation of Officers* $4,953
7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $400,226
Total Liabilities $0
Net Assets $400,226
Compensation
Key Employees and Officers Compensation Other
Jay D Rosenbaum (Trustee) $4,953 $0
Harry Schwartz (Trustee) $0 $0

Document Links

990-PF
Filed on May 14, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$9,841
Expenses
$54,458
Net Income
-$64,299
Net Assets
$425,569
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,134
Dividends $7,523
Sales of Assets -$18,498
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,947
91.7%
Compensation of Officers* $6,223
11.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $425,569
Total Liabilities $0
Net Assets $425,569
Compensation
Key Employees and Officers Compensation Other
Jay D Rosenbaum (Trustee) $6,223 $0
Harry Schwartz (Trustee) $0 $0

Document Links

990-PF
Filed on May 10, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$63,997
Expenses
$53,939
Net Income
$10,058
Net Assets
$480,360
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $9,687
15.1%
Sales of Assets $53,511
83.6%
Other Income $797
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,335
93.3%
Compensation of Officers* $7,001
13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $480,360
Total Liabilities $0
Net Assets $480,360
Compensation
Key Employees and Officers Compensation Other
Jay D Rosenbaum (Trustee) $7,001 $0
Harry Schwartz (Trustee) $0 $0

Document Links

990-PF
Filed on July 29, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$28,294
Expenses
$52,989
Net Income
-$24,695
Net Assets
$470,178
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $122
0.4%
Dividends $10,660
37.7%
Sales of Assets $17,512
61.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,912
94.2%
Compensation of Officers* $6,154
11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $470,179
Total Liabilities $1
Net Assets $470,178
Compensation
Key Employees and Officers Compensation Other
Jay D Rosenbaum (Trustee) $6,154 $0
Harry Schwartz (Trustee) $0 $0

Document Links

990-PF
Filed on May 13, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$61,912
Expenses
$41,576
Net Income
$20,336
Net Assets
$494,874
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,980
19.4%
Sales of Assets $49,932
80.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,928
81.6%
Compensation of Officers* $6,085
14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $494,874
Total Liabilities $0
Net Assets $494,874

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$28,474
Expenses
$28,001
Net Income
$473
Net Assets
$424,999
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,695
34.0%
Sales of Assets $18,779
66.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,605
84.3%
Compensation of Officers* $5,440
19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $424,999
Total Liabilities $0
Net Assets $424,999

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,943
Expenses
$32,086
Net Income
-$8,143
Net Assets
$424,526
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,717
40.6%
Sales of Assets $14,226
59.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,561
89.0%
Compensation of Officers* $5,351
16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $424,526
Total Liabilities $0
Net Assets $424,526

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,683
Expenses
$34,041
Net Income
-$12,358
Net Assets
$432,669
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,506
43.8%
Sales of Assets $12,177
56.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,210
85.8%
Compensation of Officers* $5,050
14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $432,669
Total Liabilities $0
Net Assets $432,669

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,099
Expenses
$30,156
Net Income
-$7,057
Net Assets
$445,027
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,533
49.9%
Sales of Assets $11,566
50.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,399
90.9%
Compensation of Officers* $4,728
15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $445,027
Total Liabilities $0
Net Assets $445,027

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,036
Expenses
$30,259
Net Income
-$19,223
Net Assets
$452,020
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $75
0.7%
Dividends $11,076
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,461
90.8%
Compensation of Officers* $4,853
16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $452,020
Total Liabilities $0
Net Assets $452,020

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

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

Document Links

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.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

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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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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