Phyllis And Perry Schwartz Foundation

Highland Park, IL
Tax-exempt since Aug. 1993
EIN: 36-3838536

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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

$25.8k (2025)

Expenses

$113k (2025)

Total Assets

$654k (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

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 June
2025

Revenue

$25,750

Expenses

$113,428

Net Income

-$87,678

Net Assets

$653,768

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$500	1.9%
Dividends	$24,937	96.8%
Sales of Assets	$313	1.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,549	86.9%
Compensation of Officers*	$8,000	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$653,768
Total Liabilities	$0
Net Assets	$653,768

Compensation

Key Employees and Officers	Compensation	Other
Julie Kane (Dir./Vp.)	$4,000	$10,592
Debra M Schwartz (Dir./Sec.)	$2,000	$153
Samantha S Kane (Director)	$2,000	$4,596
Phyllis Schwartz (Dir./Pres.)	$0	$0
Jerry M Kane (Dir./Treas)	$0	$0
David L Kane (Director)	$0	$0

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990-PF

Filed on Nov. 21, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$294,647

Expenses

$141,430

Net Income

$153,217

Net Assets

$741,446

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$303	0.1%
Dividends	$27,209	9.2%
Sales of Assets	$267,135	90.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,787	93.2%
Compensation of Officers*	$10,000	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$741,446
Total Liabilities	$0
Net Assets	$741,446

Compensation

Key Employees and Officers	Compensation	Other
Julie Kane (Dir./Vp.)	$4,000	$11,967
Debra M Schwartz (Dir./Sec.)	$4,000	$4,398
Samantha S Kane (Director)	$2,000	$4,245
Phyllis Schwartz (Dir./Pres.)	$0	$0
Jerry M Kane (Dir./Treas)	$0	$0
David L Kane (Director)	$0	$0

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990-PF

Filed on Nov. 19, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$93,906

Expenses

$220,381

Net Income

-$126,475

Net Assets

$860,673

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$738	0.8%
Dividends	$26,360	28.1%
Sales of Assets	$66,808	71.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$218,746	99.3%
Compensation of Officers*	$10,000	4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$860,673
Total Liabilities	$0
Net Assets	$860,673

Compensation

Key Employees and Officers	Compensation	Other
Julie Kane (Dir./Vp.)	$4,000	$12,292
Debra M Schwartz (Dir./Sec.)	$4,000	$4,511
Samantha S Kane (Director)	$2,000	$4,359
Phyllis Schwartz (Dir./Pres.)	$0	$0
Jerry M Kane (Dir./Treas)	$0	$0
David L Kane (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$693,272

Expenses

$162,212

Net Income

$531,060

Net Assets

$1,020,619

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$602,806	87.0%
Interest Revenue	$18	0.0%
Dividends	$22,462	3.2%
Sales of Assets	$67,986	9.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,212	100%
Compensation of Officers*	$10,000	6.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,020,619
Total Liabilities	$0
Net Assets	$1,020,619

Compensation

Key Employees and Officers	Compensation	Other
Julie Kane (Dir./Vp.)	$4,000	$12,373
Debra M Schwartz (Dir./Sec.)	$4,000	$4,342
Samantha S Kane (Director)	$2,000	$3,302
Phyllis Schwartz (Dir./Pres.)	$0	$0
Jerry M Kane (Dir./Treas)	$0	$0
David L Kane (Director)	$0	$0

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990-PF

Filed on Dec. 15, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$15,539

Expenses

$266,917

Net Income

-$251,378

Net Assets

$556,552

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$64	0.4%
Dividends	$15,475	99.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$258,917	97.0%
Compensation of Officers*	$8,000	3.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$556,553
Total Liabilities	$1
Net Assets	$556,552

Compensation

Key Employees and Officers	Compensation	Other
Julie Kane (Dir./Vp.)	$4,000	$7,599
Debra M Schwartz (Dir./Sec.)	$4,000	$7,598
Phyllis Schwartz (Dir./Pres.)	$0	$0
Jerry M Kane (Dir./Treas)	$0	$0
Samantha S Kane (Director)	$0	$0
David L Kane (Director)	$0	$0

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990-PF

Filed on Nov. 10, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2020

Revenue

$20,801

Expenses

$236,190

Net Income

-$215,389

Net Assets

$807,931

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,616	22.2%
Dividends	$16,185	77.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$236,190	100%
Compensation of Officers*	$8,000	3.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$829,856
Total Liabilities	$21,925
Net Assets	$807,931

990-PF

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

PDF

Fiscal Year Ending June
2019

Revenue

$131,859

Expenses

$104,643

Net Income

$27,216

Net Assets

$1,023,320

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,467	6.4%
Dividends	$15,455	11.7%
Sales of Assets	$107,937	81.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,643	100%
Compensation of Officers*	$4,000	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	$1,023,320
Total Liabilities	$0
Net Assets	$1,023,320

990-PF

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

PDF

Fiscal Year Ending June
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 June
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 June
2016

Revenue

$14,767

Expenses

$83,080

Net Income

-$68,313

Net Assets

$1,240,571

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$130	0.9%
Dividends	$14,637	99.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,530	92.1%
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	$1,240,571
Total Liabilities	$0
Net Assets	$1,240,571

990-PF

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

PDF

Fiscal Year Ending June
2015

Revenue

$1,321,032

Expenses

$38,271

Net Income

$1,282,761

Net Assets

$1,308,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,001,670	75.8%
Interest Revenue	$57	0.0%
Dividends	$9,165	0.7%
Sales of Assets	$310,140	23.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,121	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	$1,308,884
Total Liabilities	$0
Net Assets	$1,308,884

990-PF

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

PDF

Fiscal Year Ending June
2014

Revenue

$1,569

Expenses

$2,150

Net Income

-$581

Net Assets

$249,145

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19	1.2%
Dividends	$1,550	98.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,000	93.0%
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	$249,145
Total Liabilities	$0
Net Assets	$249,145

990-PF

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

PDF

Fiscal Year Ending June
2013

Revenue

$1,458

Expenses

$13,975

Net Income

-$12,517

Net Assets

$249,726

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$108	7.4%
Dividends	$1,350	92.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,800	98.7%
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	$249,726
Total Liabilities	$0
Net Assets	$249,726

990-PF

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

PDF

Fiscal Year Ending June
2012

Revenue

$1,318

Expenses

$7,800

Net Income

-$6,482

Net Assets

$262,243

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	1.4%
Dividends	$1,300	98.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,650	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	$262,243
Total Liabilities	$0
Net Assets	$262,243

990-PF

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

PDF

Fiscal Year Ending June
2011

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 June
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 June
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 June
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 June
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 June
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 June
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 June
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 June
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 June
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

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.

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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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Updated January 26, 2026

Phyllis And Perry Schwartz Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $25.8k (2025)

Expenses $113k (2025)

Total Assets $654k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$25.8k (2025)

Expenses

$113k (2025)

Total Assets

$654k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002