William & Lillian Schwartz Charitable Foundation
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Growing revenue
William & Lillian Schwartz Charitable Foundation is a 501(c)(3) organization based in La Jolla, California, registered in 1967, with $19,926 in FY2025 revenue. CharityIndex grades it C+.
1331 Caminito Diadema, La Jolla, CA, 92037 EIN 04-6144193 Since 1967
Revenue (FY2025)
$20K
▼ 10.7% vs prior year
Expenses (FY2025)
$8,122
Net assets
$383K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for William & Lillian Schwartz Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating566 mo reserves · +59% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For William & Lillian Schwartz Charitable Foundation: 566 mo reserves · +59% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for William & Lillian Schwartz Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For William & Lillian Schwartz Charitable Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 1331 Caminito Diadema, La Jolla, CA, 92037
- City
- La Jolla
- State
- California
- Category
- —
- Subcategory
- —
Financial trends
Revenue grew from $14K (FY2013) to $20K (FY2025) across 13 reported years.
Financial snapshot
Financial health & position (FY2025)
Liabilities $0Net assets $383K
Operating margin
59.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$383K
Total liabilities
$0
Net assets
$383K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $19,926▼10.7% | $8,122▲12.2% | $383,004▲18.0% | $383,004▲18.0% | 990PF |
| 2024 | $22,305▲196% | $7,241▲6.8% | $324,510▲3.8% | $324,510▲3.8% | 990PF |
| 2023 | $7,544▲48.6% | $6,783▼0.8% | $312,744▲7.2% | $312,744▲7.2% | 990PF |
| 2022 | $5,077▼74.5% | $6,837▲3.4% | $291,699▼12.0% | $291,699▼12.0% | 990PF |
| 2021 | $19,906▲4729% | $6,612▼18.8% | $331,367▲15.8% | $331,367▲15.8% | 990PF |
| 2020 | -$430▼103% | $8,147▼19.2% | $286,213▲12.9% | $286,213▲12.9% | 990PF |
| 2019 | $13,806▲183% | $10,089▲1.0% | $253,601▲1.5% | $253,601▲1.5% | 990PF |
| 2018 | $4,870▼34.2% | $9,991▲23.5% | $249,884▲4.5% | $249,884▲4.5% | 990PF |
| 2017 | $7,405▲31.7% | $8,091▼8.9% | $239,079▼0.3% | $239,079▼0.3% | 990PF |
| 2016 | $5,621▼58.8% | $8,879▼31.1% | $239,765▼1.3% | $239,765▼1.3% | 990PF |
| 2015 | $13,628▼2.6% | $12,879▲36.6% | $242,961▲0.1% | $242,961▲0.1% | 990PF |
| 2014 | $13,993▲0.1% | $9,429▼62.7% | $242,623▲1.9% | $242,623▲1.1% | 990PF |
| 2013 | $13,985 | $25,249 | $238,059 | $240,000 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is William & Lillian Schwartz Charitable Foundation a legitimate nonprofit?
- Yes. William & Lillian Schwartz Charitable Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 04-6144193, based in La Jolla, California. Donations are tax-deductible.
- What is William & Lillian Schwartz Charitable Foundation's EIN?
- William & Lillian Schwartz Charitable Foundation's Employer Identification Number (EIN) is 04-6144193.
- How much revenue does William & Lillian Schwartz Charitable Foundation report?
- William & Lillian Schwartz Charitable Foundation reported $19,926 in total revenue on its fiscal year 2025 IRS Form 990 filing.
- What financial grade does William & Lillian Schwartz Charitable Foundation have?
- CharityIndex grades William & Lillian Schwartz Charitable Foundation C+, based on financial health (reserves and operating margin).
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Data for William & Lillian Schwartz Charitable Foundation (EIN 04-6144193) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.