EIN 36-3838536

The Phyllis and Perry Schwartz Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
1993
Most recent tax filings
2024-06-01
NTEE code, primary
Description
The Phyllis and Perry Schwartz Foundation is a private foundation located in Highland Park, IL that primarily funds general charitable causes. Last year, they made 14 grants to various organizations including the North Shore Foundation.
Total revenues
$294,647
2024
Total expenses
$141,430
2024
Total assets
$741,446
2024
Num. employees
0
2024

Grants made by The Phyllis and Perry Schwartz Foundation

GranteeGrant descriptionAmount
American Friends of Magen David AdomGeneral Charitable$30,000
AspiritechGeneral Charitable$20,000
Ravinia Festival AssociationGeneral Charitable$11,762
...and 4 more grants made

Personnel at The Phyllis and Perry Schwartz Foundation

NameTitleCompensation
Julie KaneDirector and VP.$4,000

Financials for The Phyllis and Perry Schwartz Foundation

RevenuesFYE 06/2024
Total grants, contributions, etc.$0
Investment income and dividends$27,512
Net rental income$0
Net gain from sale of non-inventory assets$267,135
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$294,647

Form 990s for The Phyllis and Perry Schwartz Foundation

Fiscal year endingDate received by IRSFormPDF link
2024-062024-11-19990PFView PDF
2023-062023-11-14990PFView PDF
2022-062022-12-15990PFView PDF
2021-062021-11-10990PFView PDF
2020-062021-02-12990PFView PDF
...and 7 more Form 990s
Data update history
January 24, 2024
Posted financials
Added Form 990PF for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 28, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 27, 2023
Updated personnel
Identified 1 new personnel
May 31, 2023
Updated personnel
Identified 5 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
280 Cary Ave
Highland Park, IL 60035
Metro area
Chicago-Naperville-Elgin, IL-IN-WI
County
Lake County, IL
Phone
(847) 267-0241
IRS details
EIN
36-3838536
Fiscal year end
June
Taxreturn type
Form 990-PF
Year formed
1993
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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