GIL SCHWARTZ FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
GIL SCHWARTZ FOUNDATION (EIN 85-3102435)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202631349349104033
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T15:13:53-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN020639624PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15450 Trabuco RoadAddressLine1Txt
CityIrvineCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92620ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN853102435EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLaura SvientyPersonNm
Person TitlePresidentPersonTitleTxt
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ Katie SterlingPreparerPersonNm
PTINP01274948PTIN
Phone9497565000PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,738FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$51,174ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$24InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$24InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$51,198TotalRevAndExpnssAmt
Total Net Invst Incm$24TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,973AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$3,973AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,998TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,998TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$43,825ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$43,825ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$47,823TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$47,823TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,375ExcessRevenueOverExpensesAmt
Net Investment Income$24NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$289SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,637SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,637SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$4,074OtherAssetsBOYAmt
Other Assets EOY$101OtherAssetsEOYAmt
Other Assets EOYFMV$101OtherAssetsEOYFMVAmt
Total Assets BOY$4,363TotalAssetsBOYAmt
Total Assets EOY$7,738TotalAssetsEOYAmt
Total Assets EOYFMV$7,738TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,363NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$7,738NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,363TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,738TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,363TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,738TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,363TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,375ExcessRevenueOverExpensesAmt
Subtotal$7,738SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,738TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

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

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLaura SvientyPersonNm

US Address USAddress

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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,782AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,782TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$8,782AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$132CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,650NetVlNoncharitableAssetsAmt
Minimum Investment Return$433MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$433MinimumInvestmentReturnAmt
Distributable Before Adj$433DistributableBeforeAdjAmt
Distributable Before Ded$433DistributableBeforeDedAmt
Distributable As Adjusted$433DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$47,823ExpensesAndContributionsAmt
Qualifying Distributions$47,823QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$433DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$189,736ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$61,248ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$53,241ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$42,244ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$346,469TotalExcessDistributionCyovAmt
Qualifying Distributions$47,823QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$433AppliedToCurrentYearAmt
Remaining Distri From Corpus$47,390RemainingDistriFromCorpusAmt
Total Corpus$393,859TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$393,859ExcessDistriCyovToNextYrAmt
Excess From Year4$189,736ExcessFromYear4Amt
Excess From Year3$61,248ExcessFromYear3Amt
Excess From Year2$53,241ExcessFromYear2Amt
Excess From Year1$42,244ExcessFromYear1Amt
Excess From Current Year$47,390ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLaura SvientyContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLaura SvientyRecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Prader-Willi Homes of California
PO Box 1410Mill ValleyCA94942N/APCTo provide a state of the art residential group home setting.$2,500
San Francisco-Marin Food Bank
900 Pennsylvania AvenueSan FranciscoCA94107N/APCDistribution of food to address hunger and empower people in need.$5,000
Music In Place
5100 Burnham Ranch RoadSanta RosaCA95404N/APCTo create opportunities for musical performances to occur in nontraditional venues and for the public to access such performances, whether in place or remotely, thereby educating the public about, and expanding access to, the musical arts.$3,825
Henry Street Settlement
265 Henry StNew YorkNY10002N/APCTo provide social services, arts programs and health care services to New Yorkers of all ages.$5,000
The Tank Center for Sonic Arts
233 Co Rd 46RangelyCO81648N/APCSupport of the Rangely community.$5,000
National Poetry Series
57 Mountain Ave 3PrincetonNJ08540N/APCLiterary awards program that sponsors the publication of five books of poetry each year.$10,000
FDN for Independent Artists
75 Broad St Suite 304New YorkNY10004N/APCTo provide an immediate corporate structure to unincorporated/independent artists, putting them in compliance with employment laws and providing access to new funding opportunities, member artists receive comprehensive fiscal administration of their professional activities. Working in Quickbooks Pro software, FIA will create and maintain a complete general ledger and administer all inflows and outflows of funds.$2,500
Literature to Life Inc
33 Mercer Street 3BNew YorkNY10013N/APCProvide books to inspire young people to read and become authors of their own lives.$5,000
World Central Kitchen Inc
PMB 2124 2001 L Street NW SuiteWashingtonDC20036N/APCTo provide meals in response to humanitarian, climate, and community crises as the first to the frontlines.$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$43,825TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$24ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLaura SvientyContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1502 Raymond AvenueAddressLine1Txt
CitySanta MonicaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90405ZIPCd
FieldValueIRS element (for citing)
Total Contributions$51,174TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$3,973Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,973DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER ASSETSDesc
BOY Book Value$4,074BOYBookValueAmt
EOY Book Value$101EOYBookValueAmt
EOYFMV$101EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBUSINESS REGISTRATION FEESDesc
Revenue And Expenses Per Books$25RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$25DisbursementsCharitablePrpsAmt

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