KAREN AND GARY SCHWARTZ FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KAREN AND GARY SCHWARTZ FOUNDATION (EIN 91-6575043)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-06
- IRS object ID
- 202201579349101505
- Schema version
- 2021v4.2
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-06T13:27:06-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 1800 112TH AVE NE SUITE 250-W | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980042966 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-05-17 | 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 |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,883,677 | 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 | $2,803,150 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $399 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $399 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $106,087 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,087 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $281,483 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $855,905 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $674,344 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,191,119 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $780,830 | 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 | $2,365 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,420 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,812 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,543 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,566 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,341 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,706 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,341 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,155,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,155,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,197,706 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,341 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,155,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,006,587 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $758,489 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,779,809 | CashBOYAmt |
| Cash EOY | $88,396 | CashEOYAmt |
| Cash EOYFMV | $88,396 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $941,943 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $941,943 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,135,106 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,877,532 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,853,338 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,914,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,907,871 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,883,677 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,082 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,625 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,082 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,625 | 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 | $6,911,833 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,905,246 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,911,833 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,905,246 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,914,915 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,907,871 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,911,833 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,006,587 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,905,246 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,905,246 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 13350 NOKIA | 2019-03-25 | 2021-01-27 | $94,118 | $78,102 | $16,016 | $16,016 | |
| 5500 TERADYNE INC | 2016-06-27 | 2021-01-21 | $761,538 | $103,459 | $658,079 | $658,079 | |
| CAPITAL GAINS DIVIDENDS | $249 | $249 | $249 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $674,344 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,543 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,543 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,543 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,918 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,918 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,375 | OverpaymentAmt |
| Applied To ES Tax | $12,375 | 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 | $5,671,872 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,693,047 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,364,919 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,364,919 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,474 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,224,445 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $461,222 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $461,222 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,543 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,543 | TotalTaxAmt |
| Distributable Before Adj | $450,679 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $450,679 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $450,679 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,155,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,155,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $450,679 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $17,396 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $70,737 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $73,348 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $282,914 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,574,127 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,018,522 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,155,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $450,679 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,704,321 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,722,843 | 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 | $17,396 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,705,447 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,737 | ExcessFromYear4Amt |
| Excess From Year3 | $73,348 | ExcessFromYear3Amt |
| Excess From Year2 | $282,914 | ExcessFromYear2Amt |
| Excess From Year1 | $1,574,127 | ExcessFromYear1Amt |
| Excess From Current Year | $3,704,321 | 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SEATTLE WIND SYMPHONY | |||||||
| 14614 26TH DR SE | MILL CREEK | WA | 98012 | NONE | PUBLIC CHARITY | DEDICATED TO THE PRESENTATION OF SYMPHONIC WIND MUSIC | $5,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 520 PIKE STREET SUITE 1075 | SEATTLE | WA | 98101 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH FOR THE CURE OF CYSTIC FIBROSIS | $5,000 |
| PLYMOUTH HOUSING | |||||||
| 116 STEWART ST | SEATTLE | WA | 98101 | NONE | PUBLIC CHARITY | PROVIDES AFFORDABLE HOUSING TO ADULTS WHO EXPERIENCE CHRONIC HOMLESSNESS | $5,000 |
| FRIENDS OF QUINCY ANIMAL SHELTER | |||||||
| 18673 ROAD 9 NW | QUINCY | WA | 98848 | NONE | PUBLIC CHARITY | RESCUE, CARE AND ADOPTION OF DOGS AND CATS | $5,000 |
| HALO ANIMAL RESCUE | |||||||
| 3227 EAST BELL ROAD STE D151 | PHOENIX | AZ | 85032 | NONE | PUBLIC CHARITY | RESCUE, CARE AND ADOPTION OF DOGS AND CATS | $10,000 |
| JEWISH FAMILY SERVICE | |||||||
| 1601 16TH AVE | SEATTLE | WA | 98122 | NONE | PUBLIC CHARITY | NURSING CARE, COUNSELING FOR CHILDREN AND FAMILIES | $100,000 |
| KLINE GALLAND FOUNDATION | |||||||
| 7500 SEWARD PARK AVE S | SEATTLE | WA | 98118 | NONE | PUBLIC CHARITY | MEDICAL REHABILITATION AND TRANSITIONAL CARE, MEMORY SUPPORT, HOSPICE | $4,000,000 |
| SALVATION ARMY | |||||||
| 111 QUEEN ANNE AVE N | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | IMPROVE HUMAN LIVES AND COMMUNITIES AND TO DEEPEN OUR SPIRITUAL LIFE | $10,000 |
| TREE HOUSE | |||||||
| 2100 24TH AVE S SUITE 200 | SEATTLE | WA | 98144 | NONE | PUBLIC CHARITY | SUPPORT FOR YOUTH IN FOSTER CARE WITH ACADEMIC SUPPORT | $10,000 |
| YAKIMA VALLEY PET RESCUE | |||||||
| PO BOX 944 | YAKIMA | WA | 98907 | NONE | PUBLIC CHARITY | RESCUE, CARE AND ADOPTION OF DOGS AND CATS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,155,000 | 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 | $399 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,087 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $281,483 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $387,969 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $387,969 | 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 SUITE 325 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,803,150 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,420 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 23000 SH FIRST FINL NORTHWEST | $318,780 | $371,910 |
| 3000 SH VIACOMCBS-A | $175,800 | $100,110 |
| 600 SH HOME DEPOT | $81,756 | $249,006 |
| 13000 SH AES CORP | $137,674 | $315,900 |
| 2500 SH DISCOVERY COMM | $48,755 | $58,850 |
| 3600 SH MERCK & CO | $226,233 | $275,904 |
| 444 SH MICROSOFT | $33,371 | $149,326 |
| 1500 SH US BANCORP | $81,667 | $84,255 |
| 500 SH UNITED HEALTH | $108,228 | $251,070 |
| 6000 SH AMERICA MOVIL SAB | $111,065 | $126,660 |
| 2500 SH DISCOVERY COMM | $54,222 | $58,850 |
| 4500 SH GLAXOSMITHKLINE | $166,977 | $198,450 |
| 1406 SH MICROSOFT | $136,839 | $472,866 |
| 10650 SH NOKIA | $45,387 | $66,243 |
| 3000 SH NUTRIEN | $139,355 | $225,600 |
| 1000 SH US BANK | $53,565 | $56,170 |
| 600 SH UNITED HEALTH | $118,795 | $301,284 |
| 2500 SH DISCOVERY COMM | $67,880 | $58,850 |
| 16000 SH NOKIA | $93,605 | $99,520 |
| 2500 SH US BANK | $131,155 | $140,425 |
| 2000 SH WALGREENS BOOTS | $129,993 | $104,320 |
| 16000 SH AES CORP | $309,120 | $388,800 |
| 300 SH MICROSOFT | $29,197 | $100,896 |
| 220 SH MICROSOFT | $21,412 | $73,990 |
| 1130 SH MICROSOFT | $243,865 | $380,042 |
| 1300 SH MOHAWK | $150,787 | $236,834 |
| 3500 SH VANGUARD HIGH DIV | $288,750 | $392,385 |
| 360 SH ORGANON INC | $11,331 | $10,962 |
| 7500 SH DIMENSIONAL US TARGETED | $363,373 | $356,400 |
| 9500 SH DIMENSIONAL WLD EX US CR | $250,325 | $248,045 |
| 5000 SH TERADYNE | $703,150 | $817,650 |
| 500 SH TERADYNE | $45,120 | $81,765 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,365 | 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 | $20,623 | $20,623 | $0 |
| FOREIGN TAXES ON DIVIDENDS | $1,718 | $1,718 | $0 |
| BANK CHARGES | $225 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX DUE | Desc |
| BOY Book Value | $3,082 | BOYBookValueAmt |
| EOY Book Value | $2,625 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $3,812 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $10,543 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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