GIL SCHWARTZ FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GIL SCHWARTZ FOUNDATION (EIN 85-3102435)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-10
IRS object ID
202401319349102720
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-10T14:24:58-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN020639624PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Wertz & Company LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15450 Trabuco RoadAddressLine1Txt
CityIrvineCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92620ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN853102435EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Gil Schwartz FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGILSBusinessNameControlTxt
Phone4153021556PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1189 Miller AvenueAddressLine1Txt
CityMill ValleyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94941ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLaura SvientyPersonNm
Person TitlePresidentPersonTitleTxt
Signature2024-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLauraPersonFirstNm
Person LastSvientyPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ Katie SterlingPreparerPersonNm
PTINP01274948PTIN
Phone9497565000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,664FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$63,050ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$63,054TotalRevAndExpnssAmt
Total Net Invst Incm$4TotalNetInvstIncmAmt
Total Adj Net Incm$4TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$5,296AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$5,296AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$276OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$276OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,572TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,572TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$49,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$49,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$55,072TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$55,072TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,982ExcessRevenueOverExpensesAmt
Net Investment Income$4NetInvestmentIncomeAmt
Adjusted Net Income$4AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,682SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,664SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,664SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$6,682TotalAssetsBOYAmt
Total Assets EOY$14,664TotalAssetsEOYAmt
Total Assets EOYFMV$14,664TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,682NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$14,664NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,682TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,664TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,682TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,664TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,682TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,982ExcessRevenueOverExpensesAmt
Subtotal$14,664SubtotalAmt
Tot Net Ast Or Fund Balances EOY$14,664TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Laura SvientyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4153021556PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1189 Miller AvenueAddressLine1Txt
CityMill ValleyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94941ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLaura SvientyPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1189 Miller AvenueAddressLine1Txt
CityMill ValleyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94941ZIPCd
FieldValueIRS element (for citing)
TitlePresidentTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$37,172AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$37,172TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$37,172AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$558CashDeemedCharitableAmt
Net Vl Noncharitable Assets$36,614NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,831MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,831MinimumInvestmentReturnAmt
Distributable Before Adj$1,831DistributableBeforeAdjAmt
Distributable Before Ded$1,831DistributableBeforeDedAmt
Distributable As Adjusted$1,831DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$55,072ExpensesAndContributionsAmt
Qualifying Distributions$55,072QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,831DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$189,736ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$61,248ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$250,984TotalExcessDistributionCyovAmt
Qualifying Distributions$55,072QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,831AppliedToCurrentYearAmt
Remaining Distri From Corpus$53,241RemainingDistriFromCorpusAmt
Total Corpus$304,225TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$304,225ExcessDistriCyovToNextYrAmt
Excess From Year2$189,736ExcessFromYear2Amt
Excess From Year1$61,248ExcessFromYear1Amt
Excess From Current Year$53,241ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLaura SvientyContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLaura SvientyRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1189 Miller AvenueAddressLine1Txt
CityMill ValleyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94941ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4153021556RecipientPhoneNum
Recipient Email Addresslaurasvienty@gmail.comRecipientEmailAddressTxt
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
San Francisco-Marin Food Bank
900 Pennsylvania AvenueSan FranciscoCA94107N/ANON-PROF.Distribution of food to address hunger and empower people in need.$5,000
Music In Place
5100 Burnham Ranch RoadSanta RosaCA95404N/ANON-PROF.To create opportunities for musical performances to occur in nontraditional venues and for the public to access such performances, whether in place or remotely, thereby educating the public about, and expanding access to, the musical arts.$2,500
Henry Street Settlement
265 Henry StNew YorkNY10002N/ANON-PROF.To provide social services, arts programs and health care services to New Yorkers of all ages.$5,000
The Tank Center for Sonic Arts
233 Co Rd 46RangelyCO81648N/ANON-PROF.Support of the Rangely community.$5,000
National Poetry Series
57 Mountain Ave 3PrincetonNJ08540N/ANON-PROF.Literary awards program that sponsors the publication of five books of poetry each year.$10,000
FDN for Independent Artists
75 Broad St Suite 304New YorkNY10004N/ANON-PROF.To provide an immediate corporate structure to unincorporated/independent artists, putting them in compliance with employment laws and providing access to new funding opportunities, member artists receive comprehensive fiscal administration of their professional activities. Working in Quickbooks Pro software, FIA will create and maintain a complete general ledger and administer all inflows and outflows of funds.$5,000
The FDN for the Public Schools of Tarry
200 N BroadwaySleepy HollowNY10591N/ANON-PROF.to enhance educational experiences throughout the Tarrytown Union Free School District, addressing the diverse strengths and needs of all our students.$2,500
Tarrytown Music Hall
13 Main Street Floor 2TarrytownNY10591N/ANON-PROF.To provide classes, lessons, school residencies, masterclasses,youth theater and vacation camps in music, theater and circus arts to children in grades Pre-K through college on a year-round basis.$2,500
National Children's Theatre
685 West End Ave Suite 3BNew YorkNY10025N/ANON-PROF.To transform young lives and grow societies' next generation of leaders through the kaleidoscope of vivid and engaging performance arts, original and instructive musicals, and immersive after-school programs.$9,000
O'Hanlon Center For the Arts
616 Throckmorton AvenueMill ValleyCA94941N/ANON-PROF.To support artists and performers, and to provide an environment and spaces where creativity and community can develop, expand and flourish.$500
The University of Southern Mississi
118 College Dr 5210HattiesburgMS39406N/ANON-PROF.Support for the Pops in the Park outdoor concert for performers and guests in attendance.$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$49,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLaura SvientyContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1502 Raymond AvenueAddressLine1Txt
CitySanta MonicaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90405ZIPCd
FieldValueIRS element (for citing)
Total Contributions$63,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$5,296Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,296DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$201$201
BUSINESS REGISTRATION FEES$75$75

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonLaura SvientyPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1189 Miller AvenueAddressLine1Txt
CityMill ValleyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94941ZIPCd

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