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
Under IRS private-foundation payout rules, William & Lillian Schwartz Charitable Foundation reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.
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.
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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
Among its reported 2024 grants, the largest include Various Charitable Organizations ($3,484).
| Recipient | Purpose | Amount |
|---|---|---|
| Various Charitable Organizations La Jolla, CA | Charity | $3,484 |
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 | — |
Frequently Asked Questions
How large is William & Lillian Schwartz Charitable Foundation?
As of 2024, William & Lillian Schwartz Charitable Foundation holds $325K in total assets with $22K in annual revenue. It awarded 1 grants totaling $3K in 2024.
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 size grants does William & Lillian Schwartz Charitable Foundation award?
In 2024, William & Lillian Schwartz Charitable Foundation awarded 1 grants totaling $3K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is William & Lillian Schwartz Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, William & Lillian Schwartz Charitable Foundation reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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