KAREN AND GARY SCHWARTZ FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KAREN AND GARY SCHWARTZ FOUNDATION (EIN 91-6575043)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-20
- IRS object ID
- 202341719349100324
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-20T16:56:14-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911466876 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARRISON & KELLEY CPA'S PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3020 ISSAQUAH PINE LAKE RD SE 481 | AddressLine1Txt |
| City | SAMMAMISH | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 916575043 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN AND GARY SCHWARTZ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KARE | BusinessNameControlTxt |
| Phone | 2066546200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1904 3RD AVE SUITE 325 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY SCHWARTZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2066546200 | PhoneNum |
| Signature | 2023-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GARY | PersonFirstNm |
| Person Last | SCHWARTZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN J GARRISON | PreparerPersonNm |
| PTIN | P01234052 | PTIN |
| Phone | 4254555578 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,959,731 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,493,905 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,284 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,284 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $132,952 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,952 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,606 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $69,306 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,614,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134,236 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,747 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,490 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,491 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,307 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,994 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,035 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,994 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,385,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,385,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,421,135 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,994 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,385,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,193,400 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,242 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $88,396 | CashBOYAmt |
| Cash EOY | $130,781 | CashEOYAmt |
| Cash EOYFMV | $130,781 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $941,943 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $655,160 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $655,160 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $10,884 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,884 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $293,296 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $295,152 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,877,532 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,288,525 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,147,758 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $720,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $719,996 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,907,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,098,646 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,959,731 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,625 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,625 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,905,246 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,098,646 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,905,246 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,098,646 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,907,871 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,098,646 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,905,246 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,193,400 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,098,646 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,098,646 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 2500 WARNER BROTHERS DISCOVERY | 2019-03-18 | 2022-12-28 | $22,225 | $67,880 | -$45,655 | -$45,655 |
| 200 MICROSOFT | 1998-10-20 | 2022-12-28 | $47,081 | $5,037 | $42,044 | $42,044 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,611 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,491 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,491 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,491 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,375 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,375 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,884 | OverpaymentAmt |
| Applied To ES Tax | $10,884 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2066546200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1904 3RD AVE SUITE 325 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GARY R SCHWARTZ | ||||||||
| 1904 3RD AVE SUITE 325 | SEATTLE | WA | 98101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KAREN K SCHWARTZ | ||||||||
| 1904 3RD AVE SUITE 325 | SEATTLE | WA | 98101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,352,565 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,016,654 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,369,219 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,369,219 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,538 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,258,681 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $362,934 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $362,934 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,491 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,491 | TotalTaxAmt |
| Distributable Before Adj | $361,443 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $361,443 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $361,443 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,385,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,385,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $361,443 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $70,737 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $73,348 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $282,914 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,574,127 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,704,321 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,705,447 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,385,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $361,443 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,023,657 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,729,104 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $70,737 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,658,367 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $73,348 | ExcessFromYear4Amt |
| Excess From Year3 | $282,914 | ExcessFromYear3Amt |
| Excess From Year2 | $1,574,127 | ExcessFromYear2Amt |
| Excess From Year1 | $3,704,321 | ExcessFromYear1Amt |
| Excess From Current Year | $1,023,657 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GARY R SCHWARTZ | ContributingManagerNm |
| Contributing Manager | KAREN K SCHWARTZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JEWISH FAMILY SERVICE | |||||||
| 1601 16TH AVE | SEATTLE | WA | 98122 | NONE | PUBLIC CHARITY | NURSING CARE, COUNSELING FOR CHILDREN AND FAMILIES | $100,000 |
| SALVATION ARMY | |||||||
| 111 QUEEN ANNE AVE N | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | IMPROVE HUMAN LIVES AND COMMUNITIES AND TO DEEPEN OUR SPIRITUAL LIFE | $75,000 |
| SEATTLE WIND SYMPHONY | |||||||
| 14614 26TH DR SE | MILL CREEK | WA | 98012 | NONE | PUBLIC CHARITY | DEDICATED TO THE PRESENTATION OF SYMPHONIC WIND MUSIC | $5,000 |
| HILLEL AT THE UW | |||||||
| 4745 17TH AVE NE | SEATTLE | WA | 98105 | NONE | PUBLIC CHARITY | TO INSPIRE STUDENTS AND YOUNG ADULTS TO EXPLORE, EMBRACE AND CELEBRATE JEWISH LIFE AND IDENTITY. | $100,000 |
| JEWISH FEDERATION OF GREATER SEATTLE | |||||||
| 300 LENORA STREET | SEATTLE | WA | 98121 | NONE | PUBLIC CHARITY | TO LEAD A STRONG JEWISH PUGET SOUND BY SERVING AS A COMMUNITY VOICE, STRENGTHENING CONNECTIONS TO ISRAEL AND WORLD JEWRY, AND MAKING INVESTMENTS IN JEWISH LIFE, FOR TODAY AND THE NEXT GENERATION. | $100,000 |
| TEMPLE DE HIRSCH SINAI | |||||||
| 1511 E PIKE STREET | SEATTLE | WA | 98122 | NONE | PUBLIC CHARITY | ORGANIZED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL PURPOSES. | $1,005,000 |
| THE FRIENDSHIP CIRCLE | |||||||
| 2737 77TH AVE SE | MERCER ISLAND | WA | 98040 | NONE | PUBLIC CHARITY | TO BRIDGE THE GAP BETWEEN SPECIAL NEEDS AND TYPICAL YOUTH THROUGH SHARED EXPERIENCE, EMPOWER SPECIAL NEEDS YOUTH WITH THE SKILLS TO LIVE AN INDEPENDENT ADULT LIFE, GIVE PARENTS AND FAMILIES MUCH NEEDED RESPITE, AND NURTURE AWARENESS AND COMMUNAL RESPONSIBILITIY IN OUR TEENS. | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,385,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,284 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,952 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,606 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $120,630 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $120,630 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GARY SCHWARTZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1904 3RD AVE STE 325 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,493,905 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 600 SH MICROSOFT | $151,086 | 2022-06-15 |
| 1 | 1100 SH TERADYNE | $102,124 | 2022-06-15 |
| 1 | 3500 SH DEVON ENERGY | $240,695 | 2022-06-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,490 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 23000 SH FIRST FINL NORTHWEST | $318,780 | $344,540 |
| 3000 SH PARAMOUNT GLOBAL-A | $175,800 | $58,830 |
| 600 SH HOME DEPOT | $81,756 | $189,516 |
| 13000 SH AES CORP | $137,674 | $373,880 |
| 2500 SH WARNER BROTHERS DISCOVERY | $48,755 | $23,700 |
| 3600 SH MERCK & CO | $226,233 | $399,420 |
| 244 SH MICROSOFT | $18,339 | $58,516 |
| 1500 SH US BANCORP | $81,667 | $65,415 |
| 500 SH UNITED HEALTH | $108,228 | $265,090 |
| 6000 SH AMERICA MOVIL SAB | $111,065 | $109,200 |
| 2500 SH WARNER BROTHERS DISCOVERY | $54,222 | $23,700 |
| 4500 SH GLAXOSMITHKLINE | $136,654 | $126,504 |
| 1406 SH MICROSOFT | $136,839 | $337,187 |
| 10650 SH NOKIA | $45,387 | $49,416 |
| 3000 SH NUTRIEN | $139,355 | $219,090 |
| 1000 SH US BANK | $53,565 | $43,610 |
| 600 SH UNITED HEALTH | $118,795 | $318,108 |
| 16000 SH NOKIA | $93,605 | $74,240 |
| 2500 SH US BANK | $131,155 | $109,025 |
| 2000 SH WALGREENS BOOTS | $129,993 | $74,720 |
| 16000 SH AES CORP | $309,120 | $460,160 |
| 300 SH MICROSOFT | $29,197 | $71,946 |
| 220 SH MICROSOFT | $21,412 | $52,760 |
| 1130 SH MICROSOFT | $243,865 | $270,997 |
| 1300 SH MOHAWK | $150,787 | $132,886 |
| 3500 SH VANGUARD HIGH DIV | $288,750 | $378,735 |
| 360 SH ORGANON INC | $11,331 | $10,055 |
| 7500 SH DIMENSIONAL US TARGETED | $363,373 | $329,625 |
| 9500 SH DIMENSIONAL WLD EX US CR | $250,325 | $205,200 |
| 5000 SH TERADYNE | $703,150 | $436,750 |
| 500 SH TERADYNE | $45,120 | $43,675 |
| 4500 SH HALEON PLC | $30,323 | $36,000 |
| 600 SH MICROSOFT | $151,086 | $143,892 |
| 1100 SH TERADYNE | $102,124 | $96,085 |
| 3500 SH DEVON ENERGY | $240,695 | $215,285 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $293,296 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $295,152 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 240,000 BANK BARODA NEW YORK CD | AT COST | $240,000 | $239,968 |
| 240,000 BANK OF INDIA CD | AT COST | $240,000 | $239,962 |
| 240,000 FIFTH THIRD BK CI CD | AT COST | $240,000 | $240,066 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,747 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $24,459 | $24,459 | $0 |
| FOREIGN TAXES ON DIVIDENDS | $2,535 | $2,535 | $0 |
| BANK CHARGES | $313 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX DUE | Desc |
| BOY Book Value | $2,625 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY R SCHWARTZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4823 LAKE WASHINGTON BLVD NE 4 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $1,491 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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