Civic Intelligence

Schwartz Foundation

990PF • Fiscal year 2014 • EIN 94-2670122

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 28, 2015

Organization Profile
4570 Sequoyah RoadOakland, CA 94605

(510) 638-8764

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

83rd percentile

20%

Faster asset growth than 83% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-46%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$528,977

Up $88,751 (+20%) from 2013

Net Assets

Up

$528,977

Up $88,751 (+20%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin89th percentile

Revenue

Down

$82,972

Down $71,682 (-46%) from 2013

Expenses

Down

$44,221

Down $2,823 (-6.0%) from 2013

Net Income

Down

$38,751

Down $68,859 (-64%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $278,413Liabilities 2011: $02011Assets 2012: $332,616Liabilities 2012: $02012Assets 2013: $440,226Liabilities 2013: $0Net Assets 2013: $440,2262013Assets 2014: $528,977Liabilities 2014: $0Net Assets 2014: $528,9772014Assets 2015: $498,593Liabilities 2015: $0Net Assets 2015: $498,5932015Assets 2016: $506,650Liabilities 2016: $0Net Assets 2016: $506,6502016Assets 2017: $506,201Liabilities 2017: $0Net Assets 2017: $506,2012017Assets 2018: $423,131Liabilities 2018: $0Net Assets 2018: $423,1312018Assets 2019: $362,955Liabilities 2019: $0Net Assets 2019: $362,9552019Assets 2020: $8,739,218Liabilities 2020: $0Net Assets 2020: $8,739,2182020Assets 2021: $8,376,946Liabilities 2021: $0Net Assets 2021: $8,376,9462021Assets 2022: $7,927,232Liabilities 2022: $0Net Assets 2022: $7,927,2322022Assets 2023: $7,578,273Liabilities 2023: $0Net Assets 2023: $7,578,2732023Assets 2024: $7,416,767Liabilities 2024: $0Net Assets 2024: $7,416,7672024

Highlighted filing

2014

Assets$528,977
Liabilities$0
Net Assets$528,977
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $83,158Expenses 2011: $19,713Net Income 2011: $63,4452011Revenue 2012: $79,108Expenses 2012: $24,905Net Income 2012: $54,2032012Revenue 2013: $154,654Expenses 2013: $47,044Net Income 2013: $107,6102013Revenue 2014: $82,972Expenses 2014: $44,221Net Income 2014: $38,7512014Revenue 2015: $73,351Expenses 2015: $103,735Net Income 2015: -$30,3842015Revenue 2016: $114,307Expenses 2016: $106,250Net Income 2016: $8,0572016Revenue 2017: $79,722Expenses 2017: $80,171Net Income 2017: -$4492017Revenue 2018: -$1,370Expenses 2018: $81,700Net Income 2018: -$83,0702018Revenue 2019: $7,680Expenses 2019: $67,856Net Income 2019: -$60,1762019Revenue 2020: $8,448,288Expenses 2020: $72,025Net Income 2020: $8,376,2632020Revenue 2021: $95,030Expenses 2021: $457,302Net Income 2021: -$362,2722021Revenue 2022: $21,309Expenses 2022: $471,023Net Income 2022: -$449,7142022Revenue 2023: $194,902Expenses 2023: $543,861Net Income 2023: -$348,9592023Revenue 2024: $591,198Expenses 2024: $752,704Net Income 2024: -$161,5062024

Highlighted filing

2014

Revenue$82,972
Expenses$44,221
Net Income$38,751
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 28, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT AD SCHWARTZPresident-$0--
DEBBRA WOOD SCHWARTZTreasur./CFO-$0--
MARGOT SCHWARTZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Schwartz Foundation
EIN
94-2670122
Phone
5106388764
Address
4570 SEQUOYAH ROAD, OAKLAND, CA 94605

Signing Officer

Name
Robert Ad Schwartz
Title
President
Signed
2015-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Grant & Smith LLP
Address
1300 Clay St Suite 1015, Oakland, CA 94612
Preparer
Charlene R Smith CPA
Phone
5108320257
Raw XML Appendix336 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01420
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01420
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt044453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt117907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2106500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt322344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt467045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt098894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt118169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2117150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt360816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt486043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CLARCOR INC.,
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FIRSTENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2GOODHEARTH WILLCOX CO., INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3INTL FLAVOR & FRAGRANCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4WEYCO GROUP INC.
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt06954
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt09
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06963
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06963
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01420
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0770
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01420
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt06963
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt076009
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt06954
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06954
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06954
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt038751
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01721
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01721
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01721
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04122
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt030378
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt030378
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt07602
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0350
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07602
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt06963
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt044221
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02841
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt044221
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06963
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt082972
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt041121
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02841
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt041121
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt038751
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt050000
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0528977
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0440226
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0528977
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt041
IRS990PF/FMVAssetsEOYAmt0601800
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0477
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0620
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0620
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0258249
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0258249
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0381072
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt075000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0150000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0106500
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt070108
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt070108
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0440226
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0528977
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0601800
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0440226
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0528977
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0440226
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0528977
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0440226
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0528977
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT AD SCHWARTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DEBBRA WOOD SCHWARTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARGOT SCHWARTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASUR./CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04570 SEQUOYAH ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14570 SEQUOYAH RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24570 SEQUOYAH RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OAKLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1OAKLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2OAKLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094605
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194605
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294605
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt01979-11-14
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt044221
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt091492
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt044221
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt01300
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt01750
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt044221
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt091492
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt044221
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt01300
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt01750
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/CurrentYearAmt0603521
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt01906498
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt0547676
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt0399511
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt0355790
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/CurrentYearAmt0603521
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt01550708
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year1Amt0547676
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year2Amt0399511
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt046706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt024905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt019713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt011905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt044221
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt044180
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt044221
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt041
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt044221
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt029312 MISSION BLVD, LLC WAS A PARTNERSHIP ACTIVITY TO DEVELOP LOW-INCOME HOUSING, WHICH WOULD INCLUDE SPACE FOR PEER TUTORING ACTIVITIES. THE LLC ACTIVITY STARTED AND CLOSED IN THE SAME YEAR WITH THE "FINAL" K-1 FILED WITH $50,000 CAPITAL GAIN.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07711 OAKPORT ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OAKLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0946212026
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROBERT AD SCHWARTZ
IRS990PF/StatementsRegardingActyGrp/PhoneNum05105625000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0RADSCHWARTZFOUNDATION.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SCHWARTZ FOUNDATION PROVIDES PEER TUTORING INFORMATION FOR TEACHERS AND INSTITUTIONS THAT WANT TO CREATE OR IMPROVE THE PEER TUTORING PROGRESS IN THEIR SCHOOLS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0A WEBSITE ENTITLED "PEER TUTORING RESOURCE" HAS CREATED AN INTERNET CENTER OF INFORMATION, AS WELL AS BLOG AND TWITTER ACTIVITY RELATED TO PEER TUTORING.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt044221
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN PROGRAM DESCRIPTION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT AD SCHWARTZ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05105625000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt07711 OAKPORT ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0OAKLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd094621
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT AD SCHWARTZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TEACHING TOLERANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1HOSTED SPECIAL SERVICE (BRING GLOBAL CLASSROOM TO THE OUTDOORS)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROVIDE CRITICAL TECHNOLOGY AND SERVICES TO HOMELESS AND AT-RISK PEOPLE IN THE BAY AREA.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SOUTHERN POVERTY LAW CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1LAZEAR CHARTER ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2COMMUNITY TECHNOLOGY ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 WASHINGTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1824 29TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21671 THE ALAMEDA STE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295126
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT AD SCHWARTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04570 SEQUOYAH ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0OAKLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0946054645
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt075000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01721
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01721
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01721
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0200000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0150000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0advertising
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BOOKS, SUBSCRIPTIONS, REF.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OUTSIDE CONTRACT SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4SENIOR ENTERTAINMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5TAXES, LICENSES & FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6WORKERS' COMP. INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01418
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21323
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt43100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5755
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6606
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0350
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01418
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21323
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5755
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6606
OtherIncreasesSchedule/OtherIncreasesDetail/Amt050000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Form 990T- Unrelated Business Income
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT AD SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHWARTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCHW
ReturnHeader/Filer/EIN0942670122
ReturnHeader/Filer/PhoneNum05106388764
ReturnHeader/Filer/USAddress/AddressLine1Txt04570 SEQUOYAH ROAD
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Grant & Smith LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 Clay St Suite 1015
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094612
ReturnHeader/PreparerPersonGrp/PhoneNum05108320257
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charlene R Smith CPA
ReturnHeader/ReturnTs02015-07-28T14:45:00-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$528,977
Liabilities
$0
Net assets
$528,977
Revenue
$82,972
Expenses
$44,221
Net income
$38,751
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.59$0.75$0.16
2023Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.19$0.54$0.35
2022Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$0.02$0.47$0.45
2021Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$0.10$0.46$0.36
2020Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$8.45$0.07$8.38
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.01$0.07$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.00$0.08$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.08$0.08$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.11$0.11$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.07$0.10$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.08$0.04$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.15$0.05$0.11
2012Summary only. Only limited summary data is available for this year.$0.33$0.00$0.08$0.02$0.05
2011Summary only. Only limited summary data is available for this year.$0.28$0.00$0.08$0.02$0.06