KAREN AND GARY SCHWARTZ FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KAREN AND GARY SCHWARTZ FOUNDATION (EIN 91-6575043)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-26
- IRS object ID
- 202102389349100010
- Schema version
- 2020v4.1
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-26T13:47:42-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-07-28 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $7,770,004 | 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 | $2,700,325 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,225 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,225 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $89,465 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,465 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$748,030 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,231,637 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $438,751 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,042,985 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $529,441 | 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 | $540 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,255 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,630 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,630 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,925 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,630 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,846,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,846,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,875,225 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,630 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,846,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $167,760 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $512,811 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,314,244 | CashBOYAmt |
| Cash EOY | $2,779,809 | CashEOYAmt |
| Cash EOYFMV | $2,779,809 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,435,911 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,135,106 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,990,195 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,046 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,751,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,914,915 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,770,004 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,082 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,082 | 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 | $6,751,201 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,911,833 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,751,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,911,833 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,751,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,914,915 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,751,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $167,760 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,918,961 | SubtotalAmt |
| Other Decreases | $7,128 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,911,833 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 5000 AES | 2015-09-04 | 2020-11-25 | $105,048 | $53,059 | $51,989 | $51,989 | |
| 2500 AES | 2017-02-27 | 2020-11-25 | $52,524 | $28,001 | $24,523 | $24,523 | D |
| 1500 AES | 2017-11-28 | 2020-11-25 | $31,514 | $15,886 | $15,628 | $15,628 | P |
| 28000 CALIFORNIA RESOURCES | 2017-07-06 | 2020-07-30 | $5,639 | $230,232 | -$224,593 | -$224,593 | D |
| 10000 CALIFORNIA RESOURCES | 2017-10-11 | 2020-07-30 | $2,014 | $106,014 | -$104,000 | -$104,000 | P |
| 5000 TERADYNE | 2018-04-25 | 2020-11-25 | $503,259 | $185,405 | $317,854 | $317,854 | P |
| 1500 WALGREENS BOOTS | 2019-02-08 | 2020-10-22 | $56,474 | $104,662 | -$48,188 | -$48,188 | P |
| 1732 MICROSOFT | 1998-10-20 | 2020-10-21 | $373,013 | $43,618 | $329,395 | $329,395 | D |
| 10 MICROSOFT | 1999-03-28 | 2020-11-04 | $2,173 | $505 | $1,668 | $1,668 | D |
| 110 MICROSOFT | 1999-03-28 | 2020-11-04 | $23,908 | $6,098 | $17,810 | $17,810 | D |
| 350 MICROSOFT | 1999-03-28 | 2020-11-04 | $76,071 | $19,406 | $56,665 | $56,665 | D |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $438,751 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,128 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,128 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,128 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,046 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $11,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,046 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,918 | OverpaymentAmt |
| Applied To ES Tax | $7,918 | 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 | $4,197,007 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,474,081 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,671,088 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,671,088 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,066 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,586,022 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $279,301 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $279,301 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,128 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,128 | TotalTaxAmt |
| Distributable Before Adj | $272,173 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $272,173 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $272,173 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,846,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,846,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,846,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $272,173 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $17,396 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $70,737 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $73,348 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $282,914 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $444,395 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,846,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $272,173 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,574,127 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,018,522 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,018,522 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,396 | ExcessFromYear4Amt |
| Excess From Year3 | $70,737 | ExcessFromYear3Amt |
| Excess From Year2 | $73,348 | ExcessFromYear2Amt |
| Excess From Year1 | $282,914 | ExcessFromYear1Amt |
| Excess From Current Year | $1,574,127 | 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 520 PIKE STREET SUITE 1075 | SEATTLE | WA | 98101 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH FOR THE CURE OF CYSTIC FIBROSIS | $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 | $10,000 |
| FRIENDS OF YOUTH | |||||||
| 13116 NE 132ND ST | KIRKLAND | WA | 98034 | NONE | PUBLIC CHARITY | DEVELOPING, PROVIDING AND ADVOCATING FOR SERVICES FOR CHILDREN, YOUTH AND FAMILIES | $30,000 |
| 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 | $1,350,000 |
| KLINE GALLAND FOUNDATION | |||||||
| 7500 SEWARD PARK AVE S | SEATTLE | WA | 98118 | NONE | PUBLIC CHARITY | MEDICAL REHABILITATION AND TRANSITIONAL CARE, MEMORY SUPPORT, HOSPICE | $256,300 |
| FOOD LIFELINE | |||||||
| 815 S 96TH ST | SEATTLE | WA | 98108 | NONE | PUBLIC CHARITY | FEEDING CHILDREN, ADULTS AND SENIORS FACING HUNGER | $25,000 |
| NORTHWEST HARVEST | |||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | NONE | PUBLIC CHARITY | HUNGER RELIEF FOR ANYONE IN NEEDHUNGER RELIEF FOR ANYONE IN NEED | $25,000 |
| 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 |
| TREE HOUSE | |||||||
| 2100 24TH AVE S SUITE 200 | SEATTLE | WA | 98144 | NONE | PUBLIC CHARITY | SUPPORT FOR YOUTH IN FOSTER CARE WITH ACADEMIC SUPPORT | $50,000 |
| YAKIMA VALLEY PET RESCUE | |||||||
| PO BOX 944 | YAKIMA | WA | 98907 | NONE | PUBLIC CHARITY | RESCUE, CARE AND ADOPTION OF DOGS AND CATS | $10,000 |
| ARIZONA HELPING HANDS | |||||||
| 3110 E THUNDERBIRD RD STE 100 | PHOENIX | AZ | 85032 | NONE | PUBLIC CHARITY | COMMUNITY SERVICES FOR CHILDREN IN FOSTER CARE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,846,300 | 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 | $1,225 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,465 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$748,030 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$657,340 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$657,340 | 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 | $2,700,325 | 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 | $3,255 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 23000 SH FIRST FINL NORTHWEST | $318,780 | $262,200 |
| 3000 SH VIACOMCBS-A | $175,800 | $113,460 |
| 600 SH HOME DEPOT | $81,756 | $159,372 |
| 13000 SH AES CORP | $137,674 | $305,500 |
| 2500 SH DISCOVERY COMM | $48,755 | $75,225 |
| 3600 SH MERCK & CO | $237,564 | $294,480 |
| 444 SH MICROSOFT | $33,371 | $98,754 |
| 1500 SH US BANCORP | $81,667 | $69,885 |
| 600 SH UNITED HEALTH | $108,228 | $175,340 |
| 6000 SH AMERICA MOVIL SAB | $111,065 | $87,240 |
| 2500 SH DISCOVERY COMM | $54,222 | $75,225 |
| 4500 SH GLAXOSMITHKLINE | $166,977 | $165,600 |
| 1406 SH MICROSOFT | $136,839 | $312,723 |
| 24000 SH NOKIA | $123,489 | $93,840 |
| 3000 SH NUTRIEN | $139,355 | $144,480 |
| 1000 SH US BANK | $53,565 | $46,590 |
| 500 SH UNITED HEALTH | $118,795 | $210,408 |
| 2500 SH DISCOVERY COMM | $67,880 | $75,225 |
| 16000 SH NOKIA | $93,605 | $62,560 |
| 2500 SH US BANK | $131,155 | $116,475 |
| 2000 SH WALGREENS BOOTS | $129,993 | $79,760 |
| 16000 AES CORP | $309,120 | $376,000 |
| 300 MICROSOFT | $29,197 | $66,726 |
| 220 MICROSOFT | $21,412 | $48,932 |
| 1130 MICROSOFT | $243,865 | $251,335 |
| 1300 MOHAWK | $150,787 | $183,235 |
| 6000 TERADYNE | $541,440 | $719,340 |
| 3500 VANGUARD HIGH DIV | $288,750 | $320,285 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $540 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $1,046 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX ON INVESTMENT INCOME | Desc |
| Amt | $7,128 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $15,280 | $15,280 | $0 |
| FOREIGN TAXES ON DIVIDENDS | $1,350 | $1,350 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX DUE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $3,082 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $8,500 | 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 |
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