Nonprofit · EIN 04-6144193
WILLIAM & LILLIAN SCHWARTZ CHARITABLE FOUNDATION
Also known as KUNIAN STEPHEN T TTEE
Tax-exempt · LA JOLLA, CA 92037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $19,926 | $8,122 | $11,804 | $383,004 | $0 | $383,004 |
| December 31, 2024 | 990-PF | $22,305 | $7,241 | $15,064 | $324,510 | $0 | $324,510 |
| December 31, 2023 | 990-PF | $7,544 | $6,783 | $761 | $312,744 | $0 | $312,744 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $13,179
- Interest
- $3
- Net gain from sales of assets
- $6,744
Expenses
- Grants and similar amounts paid
- $3,980
- Disbursements for charitable purposes
- $4,804
- Excise tax on investment income
- $231
Balance sheet and other
- Total assets, start of year
- $324,510
- Total assets, end of year
- $383,004
- Total liabilities, end of year
- $0
- Net assets, end of year
- $383,004
- Fair market value of assets
- $383,004
- Qualifying distributions
- $4,804
- Net investment income
- $19,926
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marsha Sable 1331 Caminito Diadema, La Jolla, CA 92037 | Trustee | 2 | $0 |
| Joshua Sable 1168 Candlecrest Drive, Thousand Oaks, CA 91362 | Trustee | 2 | $0 |
| Jennifer B Sable 1276 N Wayne Street Unit 509, Arlington, VA 22201 | Trustee | 2 | $0 |
| David Sable 4201 Bayshore Blvd Unit 1502, Tampa, FL 33611 | Trustee | 2 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marsha Sable 1331 Caminito Diadema, La Jolla, CA 92037 | Trustee | 2 | $0 |
| Joshua Sable 1168 Candlecrest Drive, Thousand Oaks, CA 91362 | Trustee | 2 | $0 |
| Jennifer B Sable 1276 N Wayne Street Unit 509, Arlington, VA 22201 | Trustee | 2 | $0 |
| David Sable 4201 Bayshore Blvd Unit 1502, Tampa, FL 33611 | Trustee | 2 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marsha Sable 1331 Caminito Diadema, La Jolla, CA 92037 | Trustee | 2 | $0 |
| Joshua Sable 1168 Candlecrest Drive, Thousand Oaks, CA 91362 | Trustee | 2 | $0 |
| Jennifer B Sable 1276 N Wayne Street Unit 509, Arlington, VA 22201 | Trustee | 2 | $0 |
| David Sable 4201 Bayshore Blvd Unit 1502, Tampa, FL 33611 | Trustee | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1331 CAMINITO DIADEMA, LA JOLLA, CA 92037-7168
- In care of
- % MARSHA SABLE
- Signed the 990-PF
- MARSHA SABLE, Trustee
- Phone
- (858) 456-9320
- Return prepared by
- Scripps Wealth Management
California records
California keeps its own records of charities and corporations. Search them by EIN 04-6144193 or by the name WILLIAM & LILLIAN SCHWARTZ CHARITABLE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6144193
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1967
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $383,004
- Income (IRS master file)
- $133,397
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $19,926 | $8,122 | $383,004 | XML |
| 990-PF | December 2024 | $22,305 | $7,241 | $324,510 | XML |
| 990-PF | December 2023 | $7,544 | $6,783 | $312,744 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6144193).
Questions about WILLIAM & LILLIAN SCHWARTZ CHARITABLE FOUNDATION
- What is the EIN of WILLIAM & LILLIAN SCHWARTZ CHARITABLE FOUNDATION?
- The employer identification number (EIN) of WILLIAM & LILLIAN SCHWARTZ CHARITABLE FOUNDATION is 04-6144193.
- Is WILLIAM & LILLIAN SCHWARTZ CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to WILLIAM & LILLIAN SCHWARTZ CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM & LILLIAN SCHWARTZ CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM & LILLIAN SCHWARTZ CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM & LILLIAN SCHWARTZ CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WILLIAM & LILLIAN SCHWARTZ CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does WILLIAM & LILLIAN SCHWARTZ CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $19,926, expenses of $8,122 and total assets of $383,004 at year end.
Other nonprofits in LA JOLLA
- SCRIPPS RESEARCH INSTITUTE EIN 33-0435954 · last filed 990 for 2025
- U C SAN DIEGO FOUNDATION EIN 95-2872494 · last filed 990 for 2025
- SALK INSTITUTE FOR BIOLOGICAL STUDIES EIN 95-2160097 · last filed 990 for 2025
- GARY AND MARY WEST CHARITABLE TRUST EIN 87-3374164 · last filed 990-PF for 2024
- SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE EIN 51-0197108 · last filed 990 for 2025
- LA JOLLA INSTITUTE FOR IMMUNOLOGY EIN 33-0328688 · last filed 990 for 2024
- LA JOLLA COUNTRY DAY SCHOOL EIN 95-1875978 · last filed 990 for 2025
- PRICE PHILANTHROPIES FOUNDATION EIN 46-5129465 · last filed 990-PF for 2024