Civic Intelligence

Schwartz Foundation

990PF • Fiscal year 2016 • EIN 94-2670122

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

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

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

61st percentile

7.0%

Higher net margin than 61% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

53rd percentile

1.6%

Faster asset growth than 53% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

56%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$506,650

Up $8,057 (+1.6%) from 2015

Net Assets

Up

$506,650

Up $8,057 (+1.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin61st percentile

Revenue

Up

$114,307

Up $40,956 (+56%) from 2015

Expenses

Up

$106,250

Up $2,515 (+2.4%) from 2015

Net Income

Up

$8,057

Up $38,441 (+127%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2016

Assets$506,650
Liabilities$0
Net Assets$506,650
Open 2016 Filing

Operations Trend

Revenue Growth89th 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

2016

Revenue$114,307
Expenses$106,250
Net Income$8,057
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th 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
Debbra Wood Schwartz
Title
Treasur./CFO
Signed
2017-05-15
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 Appendix339 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/Amt01050
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01050
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt044453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt117906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2106500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt322344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt467046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0122385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt297500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt370698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt490770
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/ExclusionAmt08791
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt022
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08813
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08813
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01050
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01050
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt08694
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt034500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt034500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0105494
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt08791
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08791
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08791
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt08057
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt04025
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt04025
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08813
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt066556
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt066556
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0119
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0119
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0119
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt08813
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0119
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0106250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0106250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08813
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0114307
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0119
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt071750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt071750
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt08057
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0506650
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0498593
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0506650
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt088
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt088
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt088
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt088
IRS990PF/FMVAssetsEOYAmt0644186
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0258249
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0258249
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0395785
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0240344
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0248401
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0248401
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0498593
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0506650
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0644186
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0498593
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0506650
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0498593
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0506650
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0498593
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0506650
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/CurrentYearAmt0106250
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0298427
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0103735
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt044221
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt044221
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0106250
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0298427
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0103735
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt044221
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt044221
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt01747940
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt0596743
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt0603521
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt0547676
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt01747940
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year1Amt0596743
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year2Amt0603521
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year3Amt0547676
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00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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/BusinessNameLine1Txt0SCHWARTZ FOUNDATION
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/Description3Txt0SENIOR ENTERTAINMENT THERAPY THROUGH MUSIC HELPS RENEW THE MEMORIES OF SENIOR CITIZENS AND STIMULATES BRAIN FUNCTIONS THUS PROVIDING MORE SOCIAL AND PHYSICAL ACTIVITY THROUGH SINGING AND DANCING.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0106250
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/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt227000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TEACHING TOLERANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MUSIC EDUCATION OUTREACH PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2WORKING WITH PARTNERS TO ELIMINATE PERSISTENT POVERTY BY BUILDING VIBRANT HEALTHY COMMUNITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SOUTHERN POVERTY LAW CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1OAKLAND EAST BAY SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2URBAN STRATEGIES COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 WASHINGTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11440 BROADWAY STE 405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21720 BROADWAY 2ND FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294612
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034500
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/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT AD SCHWARTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1DECEDENT ESTATE OF MILDRED C ROSNE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04570 SEQUOYAH ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1822 BROADWAY SUITE 200
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0OAKLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1OAKLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0946054645
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd194607
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15494
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04025
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04025
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BOOKS, SUBSCRIPTIONS, REF.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PEER TUTORING RESOURCE CENTER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5SENIOR ENTERTAINMENT THERAPY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt184
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2853
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt388
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt441888
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt523237
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6231
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt184
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2853
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt388
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt441888
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt523237
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6231
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt084
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt110
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt225
TaxesSchedule/TaxesDetail/Amt084
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt225
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt2REGISTRY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt084
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt225
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBRA WOOD SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASUR./CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
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/ReturnTs02017-05-15T11:10:59-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$506,650
Liabilities
$0
Net assets
$506,650
Revenue
$114,307
Expenses
$106,250
Net income
$8,057
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