Civic Intelligence

Schwartz Foundation

990PF • Fiscal year 2021 • EIN 22-6057027

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 29, 2022

Organization Profile
PO Box 391Saddle River, NJ 07458

(201) 301-7700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.11x

Higher debt load relative to revenue than 62% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

5th percentile

-86%

Higher net margin than 5% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

15th percentile

-4.0%

Faster asset growth than 15% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

25th percentile

-5.2%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$1,604,285

Down $67,460 (-4.0%) from 2020

Net Assets

Down

$1,595,785

Down $67,460 (-4.1%) from 2020

Liabilities

Flat

$8,500

Flat from 2020

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin5th percentile

Revenue

Down

$78,299

Down $4,261 (-5.2%) from 2020

Expenses

Down

$145,759

Down $199,042 (-58%) from 2020

Net Income

Up

-$67,460

Up $194,781 (+74%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $1,332,704Liabilities 2010: $22,0002010Assets 2011: $1,298,220Liabilities 2011: $22,0002011Assets 2012: $1,315,885Liabilities 2012: $31,6002012Assets 2013: $1,260,169Liabilities 2013: $02013Assets 2014: $1,197,129Liabilities 2014: $02014Assets 2015: $1,147,426Liabilities 2015: $10,0002015Assets 2019: $1,933,919Liabilities 2019: $8,5002019Assets 2020: $1,671,745Liabilities 2020: $8,500Net Assets 2020: $1,663,2452020Assets 2021: $1,604,285Liabilities 2021: $8,500Net Assets 2021: $1,595,7852021Assets 2022: $1,451,054Liabilities 2022: $8,500Net Assets 2022: $1,442,5542022Assets 2023: $1,454,446Liabilities 2023: $8,500Net Assets 2023: $1,445,9462023Assets 2024: $2,170,816Liabilities 2024: $8,500Net Assets 2024: $2,162,3162024

Highlighted filing

2021

Assets$1,604,285
Liabilities$8,500
Net Assets$1,595,785
Open 2021 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $312,397Expenses 2010: $105,987Net Income 2010: $206,4102010Revenue 2011: $56,436Expenses 2011: $87,809Net Income 2011: -$31,3732011Revenue 2012: $104,520Expenses 2012: $116,394Net Income 2012: -$11,8742012Revenue 2013: $84,572Expenses 2013: $119,671Net Income 2013: -$35,0992013Revenue 2014: $104,104Expenses 2014: $165,339Net Income 2014: -$61,2352014Revenue 2015: $97,916Expenses 2015: $156,543Net Income 2015: -$58,6272015Revenue 2019: $90,162Expenses 2019: $188,995Net Income 2019: -$98,8332019Revenue 2020: $82,560Expenses 2020: $344,801Net Income 2020: -$262,2412020Revenue 2021: $78,299Expenses 2021: $145,759Net Income 2021: -$67,4602021Revenue 2022: $83,332Expenses 2022: $236,563Net Income 2022: -$153,2312022Revenue 2023: $223,121Expenses 2023: $219,729Net Income 2023: $3,3922023Revenue 2024: $945,029Expenses 2024: $228,659Net Income 2024: $716,3702024

Highlighted filing

2021

Revenue$78,299
Expenses$145,759
Net Income-$67,460
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 29, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID SCHWARTZTrustee-$0--
ALICE SCHWARTZTrustee-$0--
WILLIAM M SCHWARTZTrustee-$0--
THOMAS SCHWARTZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Schwartz Foundation
EIN
22-6057027
Phone
2013017700
Address
PO BOX 391, SADDLE RIVER, NJ 07458

Signing Officer

Name
David Schwartz
Title
Trustee
Signed
2022-03-29
Discuss with paid preparer
Yes

Preparer

Firm
Neuschatz Neuschatz Herman & Hanke Llp
Address
124 PROSPECT ST, RIDGEWOOD, NJ 07450
Preparer
Jeffrey L Herman CPA
Phone
2013017700
Raw XML Appendix303 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt01225
AccountingFeesSchedule/AccountingFeesDetail/Amt01225
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt018101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt255530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3106542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4161381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt510130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt687119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt733929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8580165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt922135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1069580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1174828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1250000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1356192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1414508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1207475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2148920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3442179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4358443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5195808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt683080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt730703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8377880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91887720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10232657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11289345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1237587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1350000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1456192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1517040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1614829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm02352 BANCO SANTANDER SA ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11768 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24000 CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37179 DOWDUPONT/CORTEVA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43417 DUKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53200 EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64000 FORD MOTOR COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7325 GENERAL ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84000 GENERAL ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94000 S&P GLOBAL(MCGRAW-HILL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103940 PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114900 PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121120 CHEMOURS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1362SH TE?TED OY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1462SH TE?TED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15185 WABTEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161096 VIATRIS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt078272
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt027
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt078299
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt078299
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt01225
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01225
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01225
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt076690
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0144150
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0144150
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt078272
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt078272
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt078272
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-67460
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt027
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt027
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt027
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt076690
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0384
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0384
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0384
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt078299
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt01609
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0144150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01609
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0145759
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt078299
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt078299
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt01609
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01609
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01609
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-67460
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01595785
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01663245
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01595785
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0209811
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0209811
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0209811
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0210877
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01066
IRS990PF/DistributableAmountGrp/TotalTaxAmt01066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0778
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0291
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0778
IRS990PF/FMVAssetsEOYAmt04787769
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt054956
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt069203
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt069206
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01347079
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01347079
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04437596
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt047786
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt047786
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0140750
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt08500
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt08500
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01663245
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01595785
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0221924
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0140217
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0140217
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01671745
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01604285
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04787769
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt08500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt08500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01671745
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01604285
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01663245
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01595785
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04281767
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0243152
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03897865
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt064227
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0140750
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0210877
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04217540
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04281767
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID SCHWARTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALICE SCHWARTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WILLIAM M SCHWARTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3THOMAS SCHWARTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0103 FAWN HILL RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1615 FRANKLIN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 442
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3122 WAGGONER CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0UPPER SADDLE RIVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FRANKLIN LAKES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PAPAIKOU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3FORT WORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2HI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd007458
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd107417
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd296781
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd376108
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0144150
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0144150
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID A SCHWARTZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 391
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SADDLE RIVER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007458
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02013017700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0144150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUSCHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007458
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0144150
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0144150
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0209811
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt065661
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0151258
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt065661
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt085597
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt085597
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0144150
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt085597
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0151258
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt047786
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SILVER ART
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt047786
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0140750
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0384
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SAFETY DEPOSIT BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0384
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0384
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt08500
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0LOANS FROM OFFICERS/DIRECTORS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt08500
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHWARTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCHW
ReturnHeader/Filer/EIN0226057027
ReturnHeader/Filer/PhoneNum02013017700
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 391
ReturnHeader/Filer/USAddress/CityNm0SADDLE RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007458
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223393330
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NEUSCHATZ NEUSCHATZ HERMAN & HANKE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0124 PROSPECT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIDGEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007450
ReturnHeader/PreparerPersonGrp/PhoneNum02013017700
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY L HERMAN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-04-04T21:00:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVISD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHWARTZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,604,285
Liabilities
$8,500
Net assets
$1,595,785
Revenue
$78,299
Expenses
$145,759
Net income
-$67,460
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.01$2.16$0.95$0.23$0.72
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.01$1.45$0.22$0.22$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.01$1.44$0.08$0.24$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.60$0.01$1.60$0.08$0.15$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.67$0.01$1.66$0.08$0.34$0.26
2019Summary only. Only limited summary data is available for this year.$1.93$0.01$0.09$0.19$0.10
2015Summary only. Only limited summary data is available for this year.$1.15$0.01$0.10$0.16$0.06
2014Summary only. Only limited summary data is available for this year.$1.20$0.00$0.10$0.17$0.06
2013Summary only. Only limited summary data is available for this year.$1.26$0.00$0.08$0.12$0.04
2012Summary only. Only limited summary data is available for this year.$1.32$0.03$0.10$0.12$0.01
2011Summary only. Only limited summary data is available for this year.$1.30$0.02$0.06$0.09$0.03
2010Summary only. Only limited summary data is available for this year.$1.33$0.02$0.31$0.11$0.21