Funder DirectoryWilliam & Lillian Schwartz Charitable Foundation
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Private foundation (trust)EIN 046144193Est. 1967-02

William & Lillian Schwartz Charitable Foundation

La Jolla, CA 92037

Total Assets

$325K

FY 2024

Annual Giving

$3K

FY 2024

Grants Made

1

FY 2024

Avg Grant

$3K

FY 2024

Grant Range

$3K–$3K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$22K

Total Expenses

$7K

Qualifying Distributions

$4K

Distributable Amount

$15K

Min. Investment Return

$16K

Undistributed Income

$11K

Payout rate 27%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.27%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $7K in 2018. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

116 grants

Scripps Health
$9K
3 grants
Various Charitable Organizations
$3K
1 grant
Shriners Hospital
$3K
5 grants
Scripps Health Foundation
$2K
2 grants
Tufts Hillel
$825
5 grants
Dana Farbar
$600
2 grants
St Jude Children's Research Hospita
$550
3 grants
Simon Weisenthal Ctr
$500
2 grants

Grant Size Distribution

116 grants

<$10K
116
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

10 states

California
$20K
77% of total
New York
$2K
6% of total
Massachusetts
$1K
6% of total
Virginia
$935
4% of total
Tennessee
$665
3% of total
Illinois
$510
2% of total
Georgia
$500
2% of total
District of Columbia
$125
0% of total
Pennsylvania
$100
0% of total
Ohio
$100
0% of total

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William & Lillian Schwartz Charitable Foundation — Grants, Financials & Contact | Grantivo