Eugene P Schwartz Family Foundation

Norwood, MA
Tax-exempt since May 1987
EIN: 59-6877865

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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

$54.8k (2024)

Expenses

$39.7k (2024)

Total Assets

$532k (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

$54,841

Expenses

$39,660

Net Income

$15,181

Net Assets

$531,992

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,599	12.0%
Dividends	$15,925	29.0%
Sales of Assets	$32,317	58.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,159	66.0%
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	$531,992
Total Liabilities	$0
Net Assets	$531,992

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Schwartz (Trustee)	$0	$0
Steven D Schwartz (Trustee)	$0	$0
Judy L Matt (Trustee)	$0	$0
Madeline Schwartz (Trustee)	$0	$0
Andrew Matt (Trustee)	$0	$0

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990-PF

Filed on May 20, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$211,192

Expenses

$34,735

Net Income

$176,457

Net Assets

$516,811

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,172	2.4%
Dividends	$14,778	7.0%
Sales of Assets	$191,242	90.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,376	87.5%
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	$516,811
Total Liabilities	$0
Net Assets	$516,811

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Schwartz (Trustee)	$0	$0
Steven D Schwartz (Trustee)	$0	$0
Judy L Matt (Trustee)	$0	$0
Madeline Schwartz (Trustee)	$0	$0
Andrew Matt (Trustee)	$0	$0

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990-PF

Filed on Oct. 15, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$27,701

Expenses

$20,752

Net Income

$6,949

Net Assets

$343,444

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$122	0.4%
Dividends	$13,396	48.4%
Sales of Assets	$10,144	36.6%
Other Income	$4,039	14.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,650	65.8%
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	$343,444
Total Liabilities	$0
Net Assets	$343,444

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Schwartz (Trustee)	$0	$0
Steven D Schwartz (Trustee)	$0	$0
Judy L Matt (Trustee)	$0	$0
Madeline Schwartz (Trustee)	$0	$0
Andrew Matt (Trustee)	$0	$0

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990-PF

Filed on May 15, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$45,086

Expenses

$22,004

Net Income

$23,082

Net Assets

$328,151

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$59	0.1%
Dividends	$13,147	29.2%
Sales of Assets	$27,914	61.9%
Other Income	$3,966	8.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,330	69.7%
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	$328,151
Total Liabilities	$0
Net Assets	$328,151

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Schwartz (Trustee)	$0	$0
Steven D Schwartz (Trustee)	$0	$0
Judy L Matt (Trustee)	$0	$0

990-PF

Filed on May 16, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$16,521

Expenses

$20,233

Net Income

-$3,712

Net Assets

$305,068

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$12,787	77.4%
Sales of Assets	$3,339	20.2%
Other Income	$390	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,400	71.2%
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	$305,069
Total Liabilities	$1
Net Assets	$305,068

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Schwartz (Trustee)	$0	$0
Steven D Schwartz (Trustee)	$0	$0
Judy L Matt (Trustee)	$0	$0

990-PF

Filed on May 5, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$23,741

Expenses

$18,780

Net Income

$4,961

Net Assets

$308,780

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$74	0.3%
Dividends	$12,056	50.8%
Sales of Assets	$10,926	46.0%
Other Income	$685	2.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,214	70.4%
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	$308,781
Total Liabilities	$1
Net Assets	$308,780

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Schwartz (Trustee)	$0	$0
Steven D Schwartz (Trustee)	$0	$0
Judy L Matt (Trustee)	$0	$0

990-PF

Filed on June 19, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$26,647

Expenses

$18,002

Net Income

$8,645

Net Assets

$303,820

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$43	0.2%
Dividends	$12,045	45.2%
Sales of Assets	$12,823	48.1%
Other Income	$1,736	6.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,200	67.8%
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	$303,820
Total Liabilities	$0
Net Assets	$303,820

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Schwartz (Trustee)	$0	$0
Steven D Schwartz (Trustee)	$0	$0
Judy L Matt (Trustee)	$0	$0

990-PF

Filed on May 10, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$77,140

Expenses

$24,147

Net Income

$52,993

Net Assets

$295,175

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$11,456	14.9%
Sales of Assets	$63,500	82.3%
Other Income	$2,180	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,792	77.8%
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	$295,175
Total Liabilities	$0
Net Assets	$295,175

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Schwartz (Trustee)	$0	$0
Steven D Schwartz (Trustee)	$0	$0
Judy L Matt (Trustee)	$0	$0

990-PF

Filed on May 14, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$29,641

Expenses

$24,248

Net Income

$5,393

Net Assets

$242,182

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$11,442	38.6%
Sales of Assets	$17,256	58.2%
Other Income	$940	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,540	72.3%
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	$242,182
Total Liabilities	$0
Net Assets	$242,182

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Schwartz (Trustee)	$0	$0
Steven D Schwartz (Trustee)	$0	$0
Judy L Matt (Trustee)	$0	$0

990-PF

Filed on May 8, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$173,930

Expenses

$25,084

Net Income

$148,846

Net Assets

$236,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$14,810	8.5%
Sales of Assets	$159,116	91.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,941	83.5%
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	$236,789
Total Liabilities	$0
Net Assets	$236,789

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Schwartz (Trustee)	$0	$0
Steven D Schwartz (Trustee)	$0	$0
Judy L Matt (Trustee)	$0	$0

990-PF

Filed on May 9, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$18,410

Expenses

$19,997

Net Income

-$1,587

Net Assets

$87,943

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,752	96.4%
Sales of Assets	$658	3.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,850	94.3%
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	$88,323
Total Liabilities	$380
Net Assets	$87,943

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Schwartz (Trustee)	$0	$0
Steven D Schwartz (Trustee)	$0	$0
Judy L Matt (Trustee)	$0	$0

990-PF

Filed on May 12, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$14,469

Expenses

$18,119

Net Income

-$3,650

Net Assets

$89,530

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$14,216	98.3%
Sales of Assets	$252	1.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,916	93.4%
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	$89,530
Total Liabilities	$0
Net Assets	$89,530

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Schwartz (Trustee)	$0	$0
Steven D Schwartz (Trustee)	$0	$0
Judy L Matt (Trustee)	$0	$0

990-PF

Filed on May 5, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$18,439

Expenses

$17,001

Net Income

$1,438

Net Assets

$93,179

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,380	67.1%
Sales of Assets	$6,059	32.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,990	94.1%
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	$93,180
Total Liabilities	$1
Net Assets	$93,179

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Revenue

$10,862

Expenses

$14,883

Net Income

-$4,021

Net Assets

$91,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$10,859	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,387	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	$91,742
Total Liabilities	$1
Net Assets	$91,741

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
2001

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

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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.

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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.

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Eugene P Schwartz Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $54.8k (2024)

Expenses $39.7k (2024)

Total Assets $532k (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

$54.8k (2024)

Expenses

$39.7k (2024)

Total Assets

$532k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
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.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001