The William And Valerie Schwartz Family Foundation
- Assets
- $2.0m
- Revenue
- $56.0k
- Investments
- $2.0m
- Employees
- 0
- Location
- Aventura, FL
- Founding
- 02/2018
- Data as of
- 12/2023
- EIN
- 81-4765542
Organization Overview
The William And Valerie Schwartz Family Foundation is located in Aventura, FL. The organization was established in 2018. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. William And Valerie Schwartz Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, William And Valerie Schwartz Family Foundation generated $56.0k in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 3.4% each year. All expenses for the organization totaled $117.4k during the year ending 12/2023. While expenses have increased by 6.4% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, William And Valerie Schwartz Family Foundation has awarded 51 individual grants totaling $382,640. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
NOT APPLICABLE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William Schwartz President And Treasurer | 0 | $0 | |
Valerie Schwartz Vice President And Secreta | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $45,989 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $10,035 |
| Capital Gain Net Income | $10,035 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $56,024 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $17,735 |
| Contributions, gifts, grants paid | $99,695 |
| Total expenses and disbursements | $117,430 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $24,947 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,007,638 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, The William And Valerie Schwartz Family Foundation has awarded $99,695 in support to 18 organizations.
| Grant Recipient | Amount |
|---|---|
CAMP SUNSHINE PURPOSE: UNRESTRICTED | $750 |
CONGREGATION RODEPH SHALOM PURPOSE: UNRESTRICTED | $4,125 |
JEWISH FEDERATION OF GREATER PHILADELPHIA PURPOSE: UNRESTRICTED | $6,100 |
MOUNT SINAI MED CTR FDN PURPOSE: UNRESTRICTED | $10,000 |
PROSTATE CANCER FDN PURPOSE: UNRESTRICTED | $10,000 |
MUSEUM OF THE AMERICAN REVOLUTION PURPOSE: UNRESTRICTED | $10,000 |