William & Lillian Schwartz Charitable Foundation
William & Lillian Schwartz Charitable Foundation is a private foundation, based in LA JOLLA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $325K in total assets. In 2024, it awarded 1 grants totaling $3K. Net investment income was $19K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$325K
+3.8% YoY
Annual Giving
$3K
+5.1% YoY
Grant Count
1
-95.5% YoY
Avg Grant Size
$3K
+2212.2% YoY
About William & Lillian Schwartz Charitable Foundation
Based on IRS filings
William & Lillian Schwartz Charitable Foundation is a private foundation, based in LA JOLLA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $325K in total assets. In 2024, it awarded 1 grants totaling $3K. Net investment income was $19K.
Ready to take the next step with William & Lillian Schwartz Charitable Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $324,510 | $312,744 | $291,699 |
| Revenue | $22,305 | $7,544 | $5,077 |
| Expenses | $7,241 | $6,783 | $6,837 |
| Qualifying Distributions | $4,200 | $4,039 | $3,973 |
| Net Investment Income | $19,264 | $7,513 | $7,924 |
| Distributable Amount | $15,424 | $14,780 | $15,233 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
86 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Marsha Sable | Trustee | 2 | — |
| Joshua Sable | Trustee | 2 | — |
| Jennifer B Sable | Trustee | 2 | — |
| David Sable | Trustee | 2 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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