Morna R Schwartz Foundation Inc

Seattle, WA
Tax-exempt since March 1966
EIN: 13-6192221

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$134k (2024)

Expenses

$52.5k (2024)

Total Assets

$1M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$133,704

Expenses

$52,505

Net Income

$81,199

Net Assets

$1,000,212

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,755	17.0%
Sales of Assets	$42,954	32.1%
Other Income	$67,995	50.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,261	86.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,000,212
Total Liabilities	$0
Net Assets	$1,000,212

Compensation

Key Employees and Officers	Compensation	Other
Alix Reid (Trustee)	$0	$0
Mathew Reid Schwartz (Pres./Sect)	$0	$0
Joseph Renfield (V.P./Treas.)	$0	$0

990-PF

Filed on May 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$52,070

Expenses

$54,768

Net Income

-$2,698

Net Assets

$919,013

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,530	35.6%
Sales of Assets	$33,492	64.3%
Other Income	$48	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,062	85.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$919,013
Total Liabilities	$0
Net Assets	$919,013

Compensation

Key Employees and Officers	Compensation	Other
Alix Reid (Trustee)	$0	$0
Mathew Reid Schwartz (Pres./Sect)	$0	$0
Joseph Renfield (V.P./Treas.)	$0	$0

990-PF

Filed on Nov. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$63,531

Expenses

$61,332

Net Income

$2,199

Net Assets

$921,711

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,279	28.8%
Sales of Assets	$43,531	68.5%
Other Income	$1,721	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,869	86.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$921,711
Total Liabilities	$0
Net Assets	$921,711

Compensation

Key Employees and Officers	Compensation	Other
Alix Reid (Trustee)	$0	$0
Mathew Reid Schwartz (Pres./Sect)	$0	$0
Joseph Renfield (V.P./Treas.)	$0	$0

990-PF

Filed on Aug. 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$110,262

Expenses

$54,401

Net Income

$55,861

Net Assets

$919,512

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,994	22.7%
Sales of Assets	$48,708	44.2%
Other Income	$36,560	33.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,004	82.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$919,512
Total Liabilities	$0
Net Assets	$919,512

Compensation

Key Employees and Officers	Compensation	Other
Alix Reid (Trustee)	$0	$0
Mathew Reid Schwartz (Pres./Sect)	$0	$0
Joseph Renfield (V.P./Treas.)	$0	$0

990-PF

Filed on May 21, 2022

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$33,329

Expenses

$49,555

Net Income

-$16,226

Net Assets

$863,650

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,472	43.4%
Sales of Assets	$16,433	49.3%
Other Income	$2,424	7.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,919	86.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$863,651
Total Liabilities	$1
Net Assets	$863,650

Compensation

Key Employees and Officers	Compensation	Other
Alix Reid (Trustee)	$0	$0
Mathew Reid Schwartz (Pres./Sect)	$0	$0
Joseph Renfield (V.P./Treas.)	$0	$0

990-PF

Filed on Nov. 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$49,174

Expenses

$56,130

Net Income

-$6,956

Net Assets

$879,876

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,655	40.0%
Sales of Assets	$27,541	56.0%
Other Income	$1,978	4.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,580	86.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$879,877
Total Liabilities	$1
Net Assets	$879,876

Compensation

Key Employees and Officers	Compensation	Other
Alix Reid (Trustee)	$0	$0
Mathew Reid Schwartz (Pres./Sect)	$0	$0
Joseph Renfield (V.P./Treas.)	$0	$0

990-PF

Filed on May 30, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$69,577

Expenses

$49,198

Net Income

$20,379

Net Assets

$886,833

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,289	26.3%
Sales of Assets	$42,416	61.0%
Other Income	$8,872	12.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,585	86.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$886,833
Total Liabilities	$0
Net Assets	$886,833

Compensation

Key Employees and Officers	Compensation	Other
Alix Reid (Trustee)	$0	$0
Mathew Reid Schwartz (Pres./Sect)	$0	$0
Joseph Renfield (V.P./Treas.)	$0	$0

990-PF

Filed on Nov. 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$44,333

Expenses

$45,352

Net Income

-$1,019

Net Assets

$866,454

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,506	39.5%
Sales of Assets	$26,819	60.5%
Other Income	$8	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,700	85.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$866,454
Total Liabilities	$0
Net Assets	$866,454

Compensation

Key Employees and Officers	Compensation	Other
Michael Reid Schwartz (President)	$0	$0
Matthew Reid Schwartz (Secy/Tres)	$0	$0
Joseph Renfield (V.P.)	$0	$0

990-PF

Filed on Nov. 16, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$34,032

Expenses

$48,830

Net Income

-$14,798

Net Assets

$867,473

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,525	48.6%
Sales of Assets	$16,395	48.2%
Other Income	$1,112	3.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,065	90.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$867,473
Total Liabilities	$0
Net Assets	$867,473

Compensation

Key Employees and Officers	Compensation	Other
Morna Reid Schwartz (President)	$0	$0
Michael Reid Schwartz (Secy/Tres)	$0	$0
Joseph Renfield (V.P.)	$0	$0

990-PF

Filed on June 30, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$62,925

Expenses

$54,252

Net Income

$8,673

Net Assets

$882,271

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,702	23.4%
Sales of Assets	$36,551	58.1%
Other Income	$11,672	18.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,440	91.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$882,271
Total Liabilities	$0
Net Assets	$882,271

Compensation

Key Employees and Officers	Compensation	Other
Morna Reid Schwartz (President)	$0	$0
Michael Reid Schwartz (Secy/Tres)	$0	$0
Joseph Renfield (V.P.)	$0	$0

990-PF

Filed on May 20, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$80,234

Expenses

$53,264

Net Income

$26,970

Net Assets

$873,598

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$21,282	26.5%
Sales of Assets	$47,152	58.8%
Other Income	$11,797	14.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,160	66.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$873,598
Total Liabilities	$0
Net Assets	$873,598

Compensation

Key Employees and Officers	Compensation	Other
Morna Reid Schwartz (President)	$0	$0
Michael Reid Schwartz (Secy/Tres)	$0	$0
Joseph Renfield (V.P.)	$0	$0

990-PF

Filed on May 22, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$57,550

Expenses

$46,455

Net Income

$11,095

Net Assets

$846,628

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$19,493	33.9%
Sales of Assets	$38,053	66.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,775	89.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$846,628
Total Liabilities	$0
Net Assets	$846,628

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$36,025

Expenses

$36,998

Net Income

-$973

Net Assets

$835,533

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$17,771	49.3%
Sales of Assets	$18,249	50.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,280	81.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$835,533
Total Liabilities	$0
Net Assets	$835,533

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$52,102

Expenses

$58,460

Net Income

-$6,358

Net Assets

$836,506

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$24,881	47.8%
Sales of Assets	$26,989	51.8%
Other Income	$229	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,948	87.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$836,506
Total Liabilities	$0
Net Assets	$836,506

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Morna R Schwartz Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $134k (2024)

Expenses $52.5k (2024)

Total Assets $1M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$134k (2024)

Expenses

$52.5k (2024)

Total Assets

$1M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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