KAREN AND GARY SCHWARTZ FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KAREN AND GARY SCHWARTZ FOUNDATION (EIN 91-6575043)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-18
- IRS object ID
- 202501699349100665
- Schema version
- 2024v5.1
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-18T16:36:56-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,560,224 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $94,000 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $94,000 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $92,674 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,674 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$132,428 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,808,674 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $180,501 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,054,246 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $367,175 | 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 | $2,909 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,739 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,255 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,220 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,453 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,220 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,400,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,400,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,437,453 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,220 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,400,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,383,207 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $340,955 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $291,578 | CashBOYAmt |
| Cash EOY | $35,083 | CashEOYAmt |
| Cash EOYFMV | $35,083 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,178 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,761 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,761 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $8,746 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,007 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,007 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $4,195,088 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,005,634 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,019,968 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,832,152 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,891,050 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,482,405 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,337,742 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,954,535 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,560,224 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $9,337,742 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,954,535 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,337,742 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,954,535 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,337,742 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,954,535 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,337,742 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,383,207 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,954,535 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,954,535 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6000 AMERICA MOVIL SA | P | 2018-03-01 | 2024-02-13 | $101,280 | $111,065 | -$9,785 | -$9,785 |
| 3500 DEVON ENERGY | D | 2015-12-14 | 2024-02-14 | $147,243 | $113,651 | $33,592 | $33,592 |
| 3000 DIMENSIONAL US TARGETED VALUE | P | 2021-11-19 | 2024-08-01 | $165,160 | $145,349 | $19,811 | $19,811 |
| 9500 DIMENSIONAL WLD EX US CRED | P | 2021-11-19 | 2024-02-13 | $225,637 | $250,325 | -$24,688 | -$24,688 |
| 3600 GSK PLC ADR | P | 2018-01-08 | 2024-02-13 | $148,408 | $136,654 | $11,754 | $11,754 |
| 4500 HALEON PLC | P | 2018-01-08 | 2024-02-13 | $36,269 | $30,323 | $5,946 | $5,946 |
| 1300 MOHAWK | P | 2020-03-06 | 2024-02-13 | $149,635 | $150,787 | -$1,152 | -$1,152 |
| 26650 NOKIA CORP | P | 2018-12-26 | 2024-02-15 | $94,069 | $138,992 | -$44,923 | -$44,923 |
| 3000 NUTRIEN LTD | P | 2018-02-06 | 2024-02-14 | $147,778 | $139,355 | $8,423 | $8,423 |
| 5000 WARNER BROS DISCOVERY | P | 2017-12-11 | 2024-02-13 | $48,049 | $102,977 | -$54,928 | -$54,928 |
| 23000 FIRST FINL NORTHWEST | D | 2007-10-24 | 2024-02-13 | $479,117 | $230,000 | $249,117 | $249,117 |
| 3000 PARAMOUNT GLOBAL | D | 2006-01-11 | 2024-02-13 | $66,029 | $78,695 | -$12,666 | -$12,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $180,501 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,739 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,739 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,739 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,746 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,746 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,007 | OverpaymentAmt |
| Applied To ES Tax | $8,007 | 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 | $6,406,983 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $207,180 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,614,163 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,614,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,212 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,514,951 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $325,748 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $325,748 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,739 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,739 | TotalTaxAmt |
| Distributable Before Adj | $321,009 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $321,009 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $321,009 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,400,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,400,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $321,009 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $282,914 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,574,127 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,704,321 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,023,657 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $975,565 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,560,584 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,400,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $321,009 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,078,991 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,639,575 | 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 | $282,914 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,356,661 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,574,127 | ExcessFromYear4Amt |
| Excess From Year3 | $3,704,321 | ExcessFromYear3Amt |
| Excess From Year2 | $1,023,657 | ExcessFromYear2Amt |
| Excess From Year1 | $975,565 | ExcessFromYear1Amt |
| Excess From Current Year | $6,078,991 | 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 |
|---|---|---|---|---|---|---|---|
| ARIZONA HUMANE SOCIETY | |||||||
| 9226 N 13TH AVE | PHOENIX | AZ | 85021 | NONE | PUBLIC CHARITY | RESCUE, CARE AND ADOPTION OF DOGS AND CATS | $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 |
| SPOKANE AREA JEWISH FAMILY SERVICE | |||||||
| 1322 EAST 30TH AVE | SPOKANE | WA | 98203 | NONE | PUBLIC CHARITY | NURSING CARE, COUNSELING FOR CHILDREN AND FAMILIES | $100,000 |
| HALO ANIMAL RESCUE | |||||||
| 3227 EAST BELL ROAD STE D151 | PHOENIX | AZ | 85032 | NONE | PUBLIC CHARITY | RESCUE, CARE AND ADOPTION OF DOGS AND CATS | $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. | $250,000 |
| JEWISH FAMILY SERVICE | |||||||
| 1601 16TH AVE | SEATTLE | WA | 98122 | NONE | PUBLIC CHARITY | NURSING CARE, COUNSELING FOR CHILDREN AND FAMILIES | $3,000,000 |
| KLINE GALLAND FOUNDATION | |||||||
| 7500 SEWARD PARK AVE S | SEATTLE | WA | 98118 | NONE | PUBLIC CHARITY | MEDICAL REHABILITATION AND TRANSITIONAL CARE, MEMORY SUPPORT, HOSPICE | $3,000,000 |
| SALVATION ARMY | |||||||
| 111 QUEEN ANNE AVE N | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | IMPROVE HUMAN LIVES AND COMMUNITIES AND TO DEEPEN OUR SPIRITUAL LIFE | $25,000 |
| SEATTLE HUMANE SOCIETY | |||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | NONE | PUBLIC CHARITY | RESCUE, CARE AND ADOPTION OF DOGS AND CATS | $5,000 |
| 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 | $6,400,000 | 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 | $94,000 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,674 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$132,428 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,246 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,246 | 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 | $2,000,000 | 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 | $3,550 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 600 SH HOME DEPOT | $81,756 | $233,394 |
| 29000 SH AES CORP | $446,794 | $373,230 |
| 3600 SH MERCK & CO | $226,233 | $358,128 |
| 244 SH MICROSOFT | $18,339 | $102,846 |
| 500 SH UNITED HEALTH | $108,228 | $252,930 |
| 1206 SH MICROSOFT | $117,374 | $508,329 |
| 600 SH UNITED HEALTH | $118,795 | $303,516 |
| 220 SH MICROSOFT | $21,412 | $92,730 |
| 1130 SH MICROSOFT | $243,865 | $476,295 |
| 3500 SH VANGUARD HIGH DIV | $288,750 | $446,565 |
| 4500 SH DIMENSIONAL US TARGETED | $218,024 | $250,470 |
| 5000 SH TERADYNE | $703,150 | $629,600 |
| 500 SH TERADYNE | $45,120 | $62,960 |
| 600 SH MICROSOFT | $151,086 | $252,900 |
| 1100 SH TERADYNE | $102,124 | $138,512 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,005,634 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,019,968 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,909 | 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 | $25,651 | $25,651 | $0 |
| FOREIGN TAXES ON DIVIDENDS | $569 | $569 | $0 |
| BANK CHARGES | $35 | $0 | $0 |
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 | $4,739 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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