Nonprofit · EIN 84-3849574
SCHWARTZ MORRIS FOUNDATION
Tax-exempt · RALEIGH, NC 27607
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $269,475 | $58,506 | $210,969 | $703,222 | $0 | $703,222 |
| December 31, 2024 | 990-PF | $333,977 | $47,576 | $286,401 | $616,953 | $0 | $616,953 |
| December 31, 2023 | 990-PF | $60,392 | $50,571 | $9,821 | $453,625 | $0 | $453,625 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $139,846
- Dividends
- $16,514
- Net gain from sales of assets
- $113,115
Expenses
- Grants and similar amounts paid
- $50,750
- Disbursements for charitable purposes
- $50,750
- Excise tax on investment income
- $1,694
Balance sheet and other
- Total assets, start of year
- $616,953
- Total assets, end of year
- $703,222
- Total liabilities, end of year
- $0
- Net assets, end of year
- $703,222
- Fair market value of assets
- $830,291
- Qualifying distributions
- $50,750
- Net investment income
- $129,629
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 |
|---|---|---|---|
| STEVEN A SCHWARTZ 6008 SARAHCREEK COURT, RALEIGH, NC 27607 | PRES TREAS D | 0 | $0 |
| JAMES C MORRIS 6008 SARAHCREEK COURT, RALEIGH, NC 27607 | VP SECR DIRE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN A SCHWARTZ 6008 SARAHCREEK COURT, RALEIGH, NC 27607 | PRES TREAS D | 0.25 | $0 |
| JAMES C MORRIS 6008 SARAHCREEK COURT, RALEIGH, NC 27607 | VP SECR DIRE | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN A SCHWARTZ 6008 SARAHCREEK COURT, RALEIGH, NC 27607 | PRES TREAS D | 0 | $0 |
| JAMES C MORRIS 6008 SARAHCREEK COURT, RALEIGH, NC 27607 | VP SECR DIRE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 6008 SARAHCREEK CT, RALEIGH, NC 27607-4866
- In care of
- % STEVEN ALAN SCHWARTZ
- Signed the 990-PF
- STEVEN A SCHWARTZ, PRES TREAS DIRECTOR
- Phone
- (919) 280-0106
- Return prepared by
- LINTON & ASSOCIATES PA
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
- 84-3849574
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A12)
- Assets (IRS master file)
- $703,222
- Income (IRS master file)
- $436,140
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $269,475 | $58,506 | $703,222 | IRS |
| 990-PF | December 2024 | $333,977 | $47,576 | $616,953 | XML |
| 990-PF | December 2023 | $60,392 | $50,571 | $453,625 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 84-3849574).
Questions about SCHWARTZ MORRIS FOUNDATION
- What is the EIN of SCHWARTZ MORRIS FOUNDATION?
- The employer identification number (EIN) of SCHWARTZ MORRIS FOUNDATION is 84-3849574.
- Is SCHWARTZ MORRIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to SCHWARTZ MORRIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SCHWARTZ MORRIS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SCHWARTZ MORRIS 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 SCHWARTZ MORRIS 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 SCHWARTZ MORRIS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SCHWARTZ MORRIS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $269,475, expenses of $58,506 and total assets of $703,222 at year end.
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