Nonprofit · EIN 65-1058352
BERTHOLD T D AND THYRA SCHWARZ FOUNDATION INC
Tax-exempt · VERO BEACH, FL 32964
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $25,928 | $331,100 | -$305,172 | $11,969 | $0 | $11,969 |
| December 31, 2023 | 990-PF | $5,700 | $102,950 | -$97,250 | $317,141 | $0 | $317,141 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $675
- Interest
- $1,135
- Net gain from sales of assets
- $24,118
Expenses
- Grants and similar amounts paid
- $325,000
- Compensation of officers, directors and key employees
- $3,000
- Disbursements for charitable purposes
- $328,050
- Excise tax on investment income
- $318
Balance sheet and other
- Total assets, start of year
- $317,141
- Total assets, end of year
- $11,969
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,969
- Fair market value of assets
- $11,969
- Qualifying distributions
- $328,050
- Net investment income
- $25,928
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SALLY M OFFUTT 570 BEACHLAND BLVD, VERO BEACH, FL 32963 | DIRECTOR | 30 | $3,000 |
| ERIC R SCHWARZ 3720 EAGLE DRIVE, VERO BEACH, FL 32963 | DIRECTOR | 15 | $0 |
| LISA THYRA ERICSON 516 TEAL AVE, CELEBRATION, FL 34747 | DIRECTOR | 15 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC R SCHWARZ 3720 EAGLE DRIVE, VERO BEACH, FL 32963 | DIRECTOR | 15 | $0 |
| LISA THYRA ERICSON 516 TEAL AVE, CELEBRATION, FL 34747 | DIRECTOR | 15 | $0 |
| SALLY M OFFUTT 570 BEACHLAND BLVD, VERO BEACH, FL 32963 | DIRECTOR | 30 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4030, VERO BEACH, FL 32964-0000
- In care of
- % BERTHOLD E SCHWARZ DIR
- Signed the 990-PF
- ERIC SCHWARZ, DIRECTOR
- Phone
- (312) 961-4123
- Return prepared by
- OFFUTT BARTON SCHLITT LLC
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 | Not 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
- 65-1058352
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $11,969
- Income (IRS master file)
- $34,548
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $25,928 | $331,100 | $11,969 | XML |
| 990-PF | December 2023 | $5,700 | $102,950 | $317,141 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 65-1058352).
Questions about BERTHOLD T D AND THYRA SCHWARZ FOUNDATION INC
- What is the EIN of BERTHOLD T D AND THYRA SCHWARZ FOUNDATION INC?
- The employer identification number (EIN) of BERTHOLD T D AND THYRA SCHWARZ FOUNDATION INC is 65-1058352.
- Is BERTHOLD T D AND THYRA SCHWARZ FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to BERTHOLD T D AND THYRA SCHWARZ FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERTHOLD T D AND THYRA SCHWARZ FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERTHOLD T D AND THYRA SCHWARZ FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERTHOLD T D AND THYRA SCHWARZ FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BERTHOLD T D AND THYRA SCHWARZ FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $3,000 (SALLY M OFFUTT, DIRECTOR).
- How much revenue does BERTHOLD T D AND THYRA SCHWARZ FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $25,928, expenses of $331,100 and total assets of $11,969 at year end.
Other nonprofits in VERO BEACH
- INDIAN RIVER COMMUNITY FOUNDATION EIN 20-1729243 · last filed 990 for 2025
- WELSH FAMILY FOUNDATION INC EIN 22-3331136 · last filed 990-PF for 2025
- ALBERT L UELTSCHI FOUNDATION EIN 55-0838858 · last filed 990-PF for 2025
- THE SEXTON FAMILY FOUNDATION EIN 13-7106277 · last filed 990-PF for 2024
- UNITED WAY OF INDIAN RIVER COUNTY INC EIN 59-1087090 · last filed 990 for 2025
- MARVIN DAVIDSON FAMILY FOUNDATION INC EIN 99-2903390 · last filed 990-PF for 2024
- DSF CHARITABLE FOUNDATION EIN 25-1847237 · last filed 990-PF for 2024
- LEO AND YUKI GRAHAM FOUNDATION EIN 47-1930447 · last filed 990-PF for 2025
All nonprofits in VERO BEACH · Florida · Philanthropy, voluntarism and grantmaking foundations