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Nonprofit · EIN 23-6913820

JANE & MARTIN SCHWARTZ FAMILY FDN 12-11-88

Also known as SCHWARTZ MARTIN & JANE E TTEES

Tax-exempt · MERRICK, NY 11566

Financials

$32K$192K2023$114K$137K2024$181K$175K2025
Revenue Expenses · by fiscal year end
Financials of JANE & MARTIN SCHWARTZ FAMILY FDN 12-11-88 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$181,211$175,422$5,789$243,847$0$243,847
December 31, 2024990-PF$114,140$136,536-$22,396$238,058$0$238,058
December 31, 2023990-PF$32,442$192,315-$159,873$260,454$0$260,454
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$179,142
Dividends
$333
Interest
$592
Net gain from sales of assets
-$719
Other income
$1,863

Expenses

Grants and similar amounts paid
$139,296
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$139,296
Excise tax on investment income
$597

Balance sheet and other

Total assets, start of year
$238,058
Total assets, end of year
$243,847
Total liabilities, end of year
$0
Net assets, end of year
$243,847
Fair market value of assets
$223,188
Qualifying distributions
$139,296
Net investment income
$79,070

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARTIN SCHWARTZ
60 ORCHARD FARM ROAD, PORT WASHINGTON, NY 11050
TRUSTEE4$0
JANE SCHWARTZ
60 ORCHARD FARM ROAD, PORT WASHINGTON, NY 11050
TRUSTEE4$0
SUZANNE A SCHWARTZ
14 HOLLY HILL LANE, KATONAH, NY 10536
TRUSTEE1$0
MATTHEW SCHWARTZ
6 ALDEN LANE, PORT WASHINGTON, NY 11050
TRUSTEE1$0
JULIE SCHWARTZ GABAY
37 TIMBERMILL CIRCLE, STAMFORD, CT 06903
TRUSTEE1$0
BETSY A SCHWARTZ
171 VILLARD AVE, HASTINGS ON THE HUDSON, NY 10706
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
MARTIN SCHWARTZ
60 ORCHARD FARM ROAD, PORT WASHINGTON, NY 11050
TRUSTEE4$0
JANE SCHWARTZ
60 ORCHARD FARM ROAD, PORT WASHINGTON, NY 11050
TRUSTEE4$0
SUZANNE A SCHWARTZ
14 HOLLY HILL LANE, KATONAH, NY 10536
TRUSTEE1$0
MATTHEW SCHWARTZ
6 ALDEN LANE, PORT WASHINGTON, NY 11050
TRUSTEE1$0
JULIE SCHWARTZ GABAY
37 TIMBERMILL CIRCLE, STAMFORD, CT 06903
TRUSTEE1$0
BETSY A SCHWARTZ
171 VILLARD AVE, HASTINGS ON THE HUDSON, NY 10706
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
MARTIN SCHWARTZ
60 ORCHARD FARM ROAD, PORT WASHINGTON, NY 11050
TRUSTEE4$0
JANE SCHWARTZ
60 ORCHARD FARM ROAD, PORT WASHINGTON, NY 11050
TRUSTEE4$0
SUZANNE A SCHWARTZ
14 HOLLY HILL LANE, KATONAH, NY 10536
TRUSTEE1$0
MATTHEW SCHWARTZ
6 ALDEN LANE, PORT WASHINGTON, NY 11050
TRUSTEE1$0
JULIE SCHWARTZ GABAY
37 TIMBERMILL CIRCLE, STAMFORD, CT 06903
TRUSTEE1$0
BETSY A SCHWARTZ
171 VILLARD AVE, HASTINGS ON THE HUDSON, NY 10706
TRUSTEE1$0

Address and contacts

Address (IRS master file)
CO FTROICI CPA 219 WOODBINE AVE, MERRICK, NY 11566-0000
In care of
% SCHNADER HARRISON SEGAL & LEWIS
Signed the 990-PF
MARTIN SCHWARTZ, TRUSTEE
Phone
(516) 883-4581
Return prepared by
FRANK J TROICI CPA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
23-6913820
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1989
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$243,847
Income (IRS master file)
$273,911

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$181,211$175,422$243,847XML
990-PFDecember 2024$114,140$136,536$238,058XML
990-PFDecember 2023$32,442$192,315$260,454XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-6913820).

Questions about JANE & MARTIN SCHWARTZ FAMILY FDN 12-11-88

What is the EIN of JANE & MARTIN SCHWARTZ FAMILY FDN 12-11-88?
The employer identification number (EIN) of JANE & MARTIN SCHWARTZ FAMILY FDN 12-11-88 is 23-6913820.
Is JANE & MARTIN SCHWARTZ FAMILY FDN 12-11-88 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to JANE & MARTIN SCHWARTZ FAMILY FDN 12-11-88 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JANE & MARTIN SCHWARTZ FAMILY FDN 12-11-88 file?
Form 990-PF. Private foundations file every year.
When is the next return of JANE & MARTIN SCHWARTZ FAMILY FDN 12-11-88 due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JANE & MARTIN SCHWARTZ FAMILY FDN 12-11-88 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of JANE & MARTIN SCHWARTZ FAMILY FDN 12-11-88?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does JANE & MARTIN SCHWARTZ FAMILY FDN 12-11-88 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $181,211, expenses of $175,422 and total assets of $243,847 at year end.

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