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Schwartz Charitable Foundation

  • Worcester, MA
  • Tax-exempt since July 2016
  • EIN: 46-4649322

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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$25.8k (2023)

Expenses
$544k (2023)

Total Assets
$3.63M (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2014 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,799
Expenses
$544,380
Net Income
-$518,581
Net Assets
$3,629,260
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $595
2.3%
Dividends $147,393
> 100%
Sales of Assets -$122,189
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $276,500
50.8%
Compensation of Officers* $130,000
23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,629,260
Total Liabilities $0
Net Assets $3,629,260
Compensation
Key Employees and Officers Compensation Other
Janet Lombardi (Trustee) $130,000 $0

Document Links

990-PF
Filed on Nov. 13, 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
$281,133
Expenses
$556,613
Net Income
-$275,480
Net Assets
$4,147,841
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $202,391
72.0%
Sales of Assets $78,742
28.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $276,250
49.6%
Compensation of Officers* $130,000
23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,147,841
Total Liabilities $0
Net Assets $4,147,841
Compensation
Key Employees and Officers Compensation Other
Janet Lombardi (Trustee) $130,000 $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
$413,008
Expenses
$569,184
Net Income
-$156,176
Net Assets
$4,423,321
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $382,449
92.6%
Sales of Assets $30,556
7.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $321,500
56.5%
Compensation of Officers* $128,209
22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,423,321
Total Liabilities $0
Net Assets $4,423,321
Compensation
Key Employees and Officers Compensation Other
Janet Lombardi (Trustee) $121,600 $6,609

Document Links

990-PF
Filed on Nov. 14, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$275,883
Expenses
$511,063
Net Income
-$235,180
Net Assets
$4,315,407
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $624
0.2%
Dividends $146,000
52.9%
Sales of Assets $129,259
46.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $472,011
92.4%
Compensation of Officers* $119,600
23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,315,408
Total Liabilities $1
Net Assets $4,315,407
Compensation
Key Employees and Officers Compensation Other
Janet Lombardi (Trustee) $119,600 $0

Document Links

990-PF
Filed on Nov. 8, 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
$524,102
Expenses
$519,329
Net Income
$4,773
Net Assets
$5,790,604
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $630
0.1%
Dividends $335,934
64.1%
Sales of Assets $187,538
35.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $465,356
89.6%
Compensation of Officers* $113,400
21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,790,605
Total Liabilities $1
Net Assets $5,790,604
Compensation
Key Employees and Officers Compensation Other
Janet Lombardi (Trustee) $113,400 $0

Document Links

990-PF
Filed on Nov. 15, 2020

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

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$369,315
Expenses
$548,812
Net Income
-$179,497
Net Assets
$5,785,832
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,052
0.3%
Dividends $368,263
99.7%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $489,573
89.2%
Compensation of Officers* $106,200
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 $5,785,832
Total Liabilities $0
Net Assets $5,785,832
Compensation
Key Employees and Officers Compensation Other
Janet L Lombardi (Trustee) $106,200 $22,562

Document Links

990-PF
Filed on Nov. 15, 2019

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
$137,705
Expenses
$469,958
Net Income
-$332,253
Net Assets
$6,212,271
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $137,705
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $407,324
86.7%
Compensation of Officers* $78,000
16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,212,271
Total Liabilities $0
Net Assets $6,212,271
Compensation
Key Employees and Officers Compensation Other
Janet L Lombardi (Trustee) $78,000 $11,292

Document Links

990-PF
Filed on Nov. 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
$186,780
Expenses
$487,227
Net Income
-$300,447
Net Assets
$6,544,524
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $59
0.0%
Dividends $196,783
> 100%
Sales of Assets -$10,062
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $467,679
96.0%
Compensation of Officers* $72,000
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 $6,544,524
Total Liabilities $0
Net Assets $6,544,524
Compensation
Key Employees and Officers Compensation Other
Janet L Lombardi (Trustee) $72,000 $19,930

Document Links

990-PF
Filed on Nov. 14, 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
$7,489,825
Expenses
$367,859
Net Income
$7,121,966
Net Assets
$7,121,966
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,353,949
98.2%
Interest Revenue $9,217
0.1%
Dividends $126,659
1.7%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $333,523
90.7%
Compensation of Officers* $60,000
16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,121,966
Total Liabilities $0
Net Assets $7,121,966

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 »

Get the Data

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.

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

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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