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 2025. As of 2025, the organization holds $383K in total assets. In 2025, it awarded 1 grant totaling $4K. Net investment income was $17K.
William & Lillian Schwartz Charitable Foundation at a glance
In short: William & Lillian Schwartz Charitable Foundation gave $4K across 1 grant in 2025 (avg $4K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $3,980
- +14.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $3,980
- +14.2% vs 2024
- Median grant
- $3,980
- Total assets
- $383,004
- +18.0% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who William & Lillian Schwartz Charitable Foundation funds
How this funder distributes its grants
Grant Size Distribution
64 grants across all recorded years
The most common grant size was under $50K: 64 grants of 64 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How William & Lillian Schwartz Charitable Foundation gives
- Giving grew 24% from 2022 to 2025. Method
- In 2025 it paid out 27% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $3K (2022) to $6K (2020). In 2025 it made 1 grant totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Various Charitable Organizations La Jolla, CA | Charity | $3,980 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $383,004 | $19,926 | $8,122 | $3,980 | 1 | $4,804 | $16,607 | $17,959 |
| 2024 | $324,510 | $22,305 | $7,241 | $3,484 | 1 | $4,200 | $19,264 | $15,424 |
| 2023 | $312,744 | $7,544 | $6,783 | $3,315 | 22 | $4,039 | $7,513 | $14,780 |
| 2022 | $291,699 | $5,077 | $6,837 | $3,205 | 24 | $3,973 | $7,924 | $15,233 |
| 2021 | $331,367 | $19,906 | $6,612 | $3,575 | 16 | $4,569 | $17,863 | — |
| 2020 | $286,213 | $-430 | $8,147 | $5,560 | 23 | — | $1,284 | — |
Under IRS private-foundation payout rules, William & Lillian Schwartz Charitable Foundation reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William & Lillian Schwartz Charitable Foundation's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
David Sable
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Jennifer B Sable
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Joshua Sable
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Marsha Sable
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about William & Lillian Schwartz Charitable Foundation
How much does William & Lillian Schwartz Charitable Foundation give each year?
William & Lillian Schwartz Charitable Foundation gave $4K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3K across 1 grant.
How large is William & Lillian Schwartz Charitable Foundation?
William & Lillian Schwartz Charitable Foundation reported $383K in total assets on its 2025 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does William & Lillian Schwartz Charitable Foundation operate?
William & Lillian Schwartz Charitable Foundation has awarded grants in California, District of Columbia, Georgia, Illinois, Massachusetts, New York, Pennsylvania, Tennessee, Virginia.
What is William & Lillian Schwartz Charitable Foundation's EIN?
William & Lillian Schwartz Charitable Foundation's EIN (Employer Identification Number) is 04-6144193. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 8, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 1, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in William & Lillian Schwartz Charitable Foundation's focus areas in our free grants database
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