Nonprofit · EIN 27-6620125
SCHWARZ CHARITABLE FOUNDATION
Also known as JEFFREY SCHWARZ TTEE
Tax-exempt (reinstated) · GREENWICH, CT 06831
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $8,839 | $28,798 | -$19,959 | $204,023 | $0 | $204,023 |
| December 31, 2024 | 990-PF | $11,694 | $24,068 | -$12,374 | $223,982 | $0 | $223,982 |
| December 31, 2023 | 990-PF | $587 | $26,077 | -$25,490 | $236,356 | $0 | $236,356 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $8,839
Expenses
- Grants and similar amounts paid
- $28,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $28,000
- Excise tax on investment income
- $112
Balance sheet and other
- Total assets, start of year
- $223,982
- Total assets, end of year
- $204,023
- Total liabilities, end of year
- $0
- Net assets, end of year
- $204,023
- Fair market value of assets
- $204,023
- Qualifying distributions
- $28,000
- Net investment income
- $8,839
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY A SCHWARZ 333 TACONIC ROAD, GREENWICH, CT 06830 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY A SCHWARZ 333 TACONIC ROAD, GREENWICH, CT 06830 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY SCHWARZ 333 TACONIC RD, Greenwich, CT 06830 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 333 TACONIC RD, GREENWICH, CT 06831-2828
- In care of
- % JEFFREY SCHWARZ
- Signed the 990-PF
- JEFFREY A SCHWARZ, PRESIDENT/TRUSTEE
- Phone
- (917) 734-6102
- Return prepared by
- STUART BECKER CPA PC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-6620125
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $204,023
- Income (IRS master file)
- $8,839
Revocation and reinstatement
- Exemption revoked
- May 15, 2013
- Posted by the IRS
- October 21, 2013
- Reinstated
- Effective May 15, 2013
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $8,839 | $28,798 | $204,023 | XML |
| 990-PF | December 2024 | $11,694 | $24,068 | $223,982 | XML |
| 990-PF | December 2023 | $587 | $26,077 | $236,356 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 27-6620125).
Questions about SCHWARZ CHARITABLE FOUNDATION
- What is the EIN of SCHWARZ CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SCHWARZ CHARITABLE FOUNDATION is 27-6620125.
- Is SCHWARZ CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2013 and reinstated it effective May 15, 2013.
- Are donations to SCHWARZ CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SCHWARZ CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SCHWARZ CHARITABLE FOUNDATION 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 SCHWARZ CHARITABLE FOUNDATION 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 SCHWARZ CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does SCHWARZ CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,839, expenses of $28,798 and total assets of $204,023 at year end.
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