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Stephen And Carole Schwartz Foundation Inc

  • New York, NY
  • Tax-exempt since May 2010
  • EIN: 27-1557290

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.

Summary charts: organization finances over time

Revenue
$1.67M (2024)

Expenses
$544k (2024)

Total Assets
$5.89M (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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,670,387
Expenses
$544,117
Net Income
$1,126,270
Net Assets
$5,891,845
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $142,330
8.5%
Sales of Assets $1,528,035
91.5%
Other Income $22
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $461,934
84.9%
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 $5,891,845
Total Liabilities $0
Net Assets $5,891,845
Compensation
Key Employees and Officers Compensation Other
Stephen L Schwartz (President/Director) $0 $0
Carole A Schwartz (Secretary/Treasurer/Direct) $0 $0
Scott Schwartz (Director) $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
$782,633
Expenses
$480,908
Net Income
$301,725
Net Assets
$5,000,521
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $100,709
12.9%
Sales of Assets $681,924
87.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $412,675
85.8%
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 $5,000,521
Total Liabilities $0
Net Assets $5,000,521
Compensation
Key Employees and Officers Compensation Other
Stephen L Schwartz (President/Director) $0 $0
Carole A Schwartz (Secretary/Treasurer/Direct) $0 $0
Scott Schwartz (Director) $0 $0

Document Links

990-PF
Filed on Nov. 15, 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
$180,899
Expenses
$452,530
Net Income
-$271,631
Net Assets
$4,698,796
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $92,997
51.4%
Sales of Assets $87,902
48.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $369,749
81.7%
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 $5,025,205
Total Liabilities $326,409
Net Assets $4,698,796
Compensation
Key Employees and Officers Compensation Other
Stephen L Schwartz (President/Director) $0 $0
Carole A Schwartz (Secretary/Treasurer/Direct) $0 $0
Scott Schwartz (Director) $0 $0

Document Links

990-PF
Filed on Nov. 15, 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
$594,535
Expenses
$780,119
Net Income
-$185,584
Net Assets
$4,970,427
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $87,185
14.7%
Sales of Assets $507,350
85.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $702,769
90.1%
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 $4,970,427
Total Liabilities $0
Net Assets $4,970,427
Compensation
Key Employees and Officers Compensation Other
Stephen L Schwartz (President/Director) $0 $0
Carole A Schwartz (Secretary/Treasurer/Direct) $0 $0
Scott Schwartz (Director) $0 $0

Document Links

990-PF
Filed on Nov. 15, 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
$458,291
Expenses
$339,482
Net Income
$118,809
Net Assets
$5,156,010
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $93,020
20.3%
Sales of Assets $365,271
79.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $271,206
79.9%
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 $5,156,011
Total Liabilities $1
Net Assets $5,156,010
Compensation
Key Employees and Officers Compensation Other
Stephen L Schwartz (President/Director) $0 $0
Carole A Schwartz (Secretary/Treasurer/Direct) $0 $0
Scott Schwartz (Director) $0 $0

Document Links

990-PF
Filed on Nov. 11, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,003,310
Expenses
$287,395
Net Income
$1,715,915
Net Assets
$5,037,201
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,991,168
99.4%
Interest Revenue $0
Dividends $76,744
3.8%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $235,500
81.9%
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 $5,037,202
Total Liabilities $1
Net Assets $5,037,201
Compensation
Key Employees and Officers Compensation Other
Stephen L Schwartz (President/Director) $0 $0
Carole A Schwartz (Secretary/Treasurer/Direct) $0 $0
Scott Schwartz (Director) $0 $0

Document Links

990-PF
Filed on Nov. 16, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$463,517
Expenses
$147,026
Net Income
$316,491
Net Assets
$3,321,287
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $48,902
10.6%
Sales of Assets $414,516
89.4%
Other Income $99
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $112,140
76.3%
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 $3,321,287
Total Liabilities $0
Net Assets $3,321,287
Compensation
Key Employees and Officers Compensation Other
Stephen L Schwartz (President/Director) $0 $0
Carole A Schwartz (Secretary/Treasurer/Direct) $0 $0
Scott Schwartz (Director) $0 $0

Document Links

990-PF
Filed on Nov. 14, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,133,264
Expenses
$108,286
Net Income
$2,024,978
Net Assets
$3,004,796
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,016,370
94.5%
Interest Revenue $0
Dividends $25,048
1.2%
Sales of Assets $89,498
4.2%
Other Income $2,348
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $85,020
78.5%
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 $3,004,796
Total Liabilities $0
Net Assets $3,004,796
Compensation
Key Employees and Officers Compensation Other
Stephen L Schwartz (President/Director) $0 $0
Carole A Schwartz (Secretary/Treasurer/Direct) $0 $0
Scott Schwartz (Director) $0 $0

Document Links

990-PF
Filed on Nov. 12, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$182,860
Expenses
$145,334
Net Income
$37,526
Net Assets
$979,818
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,808
14.7%
Sales of Assets $154,645
84.6%
Other Income $1,407
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $133,500
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 $979,818
Total Liabilities $0
Net Assets $979,818
Compensation
Key Employees and Officers Compensation Other
Stephen L Schwartz (President/Director) $0 $0
Carole A Schwartz (Secretary/Treasurer/Direct) $0 $0
Scott Schwartz (Director) $0 $0

Document Links

990-PF
Filed on May 13, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$94,087
Expenses
$105,624
Net Income
-$11,537
Net Assets
$942,292
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $27,695
29.4%
Sales of Assets $65,351
69.5%
Other Income $1,041
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $88,250
83.6%
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 $942,292
Total Liabilities $0
Net Assets $942,292
Compensation
Key Employees and Officers Compensation Other
Stephen L Schwartz (President/Director) $0 $0
Carole A Schwartz (Secretary/Treasurer/Direct) $0 $0
Scott Schwartz (Director) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$74,187
Expenses
$90,835
Net Income
-$16,648
Net Assets
$953,829
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,541
35.8%
Sales of Assets $46,506
62.7%
Other Income $1,140
1.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $76,000
83.7%
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 $953,829
Total Liabilities $0
Net Assets $953,829
Compensation
Key Employees and Officers Compensation Other
Stephen L Schwartz (President/Director) $0 $0
Carole A Schwartz (Secretary/Treasurer/Direct) $0 $0
Scott Schwartz (Director) $0 $0

Document Links

990-PF
Filed on Nov. 9, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$28,235
Expenses
$69,908
Net Income
-$41,673
Net Assets
$970,477
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,802
77.2%
Sales of Assets $6,092
21.6%
Other Income $341
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $54,443
77.9%
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 $970,477
Total Liabilities $0
Net Assets $970,477
Compensation
Key Employees and Officers Compensation Other
Stephen L Schwartz (President/Director) $0 $0
Carole A Schwartz (Secretary/Treasurer/Direct) $0 $0
Scott Schwartz (Director) $0 $0

Document Links

990-PF
Filed on Nov. 3, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$165,570
Expenses
$65,208
Net Income
$100,362
Net Assets
$1,011,166
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,377
12.3%
Sales of Assets $144,668
87.4%
Other Income $525
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,439
75.8%
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 $1,011,166
Total Liabilities $0
Net Assets $1,011,166

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
$21,511
Expenses
$76,572
Net Income
-$55,061
Net Assets
$910,804
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,530
86.1%
Sales of Assets $4,393
20.4%
Other Income -$1,412
Notable Expenses Percent of Total Expenses
Charitable Disbursements $63,436
82.8%
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 $910,804
Total Liabilities $0
Net Assets $910,804

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

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.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • 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.

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