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Montage Foundation

Rick Schwartz Ttee
  • Calabasas, CA
  • Tax-exempt since March 2010
  • EIN: 27-1272655

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Summary charts: organization finances over time

Revenue
$116k (2024)

Expenses
$407k (2024)

Total Assets
$0 (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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$116,093
Expenses
$406,599
Net Income
-$290,506
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,918
6.8%
Sales of Assets $108,175
93.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $403,027
99.1%
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 $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Other
Daniel C Schwartz (Trustee, Treasurer) $0 $0
Stacey A Schwartz (Trustee) $0 $0
James M Eisenman (Trustee) $0 $0
Deidra Schweitzer (Trustee) $0 $0
Rick L Schwartz (President, Trustee) $0 $0
Linda D Fisher (Secretary) $0 $0
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Document Links

990-PF
Filed on April 29, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,386
Expenses
$39,532
Net Income
-$21,146
Net Assets
$290,506
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,550
46.5%
Sales of Assets $9,836
53.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,304
89.3%
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 $290,506
Total Liabilities $0
Net Assets $290,506
Compensation
Key Employees and Officers Compensation Other
Daniel C Schwartz (Trustee, Treasurer) $0 $0
Stacey A Schwartz (Trustee) $0 $0
James M Eisenman (Trustee) $0 $0
Deidra Schweitzer (Trustee) $0 $0
Rick L Schwartz (President, Trustee) $0 $0
Linda D Fisher (Secretary) $0 $0
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Document Links

990-PF
Filed on April 26, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,271
Expenses
$29,358
Net Income
-$20,087
Net Assets
$311,132
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,369
90.3%
Sales of Assets $902
9.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,225
65.5%
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 $311,132
Total Liabilities $0
Net Assets $311,132
Compensation
Key Employees and Officers Compensation Other
Daniel C Schwartz (Trustee, Treasurer) $0 $0
Stacey A Schwartz (Trustee) $0 $0
James M Eisenman (Trustee) $0 $0
Deidra Schweitzer (Trustee) $0 $0
Rick L Schwartz (President) $0 $0
Linda D Fisher (Secretary) $0 $0
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Document Links

990-PF
Filed on May 3, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$46,617
Expenses
$31,784
Net Income
$14,833
Net Assets
$331,191
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,961
17.1%
Sales of Assets $38,441
82.5%
Other Income $215
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,500
70.8%
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 $331,191
Total Liabilities $0
Net Assets $331,191
Compensation
Key Employees and Officers Compensation Other
Daniel C Schwartz (Trustee, Treasurer) $0 $0
Stacey A Schwartz (Trustee) $0 $0
James M Eisenman (Trustee) $0 $0
Deidra Schweitzer (Trustee) $0 $0
Rick L Schwartz (President) $0 $0
Linda D Fisher (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on May 4, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,781
Expenses
$26,050
Net Income
-$14,269
Net Assets
$316,358
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,554
64.1%
Sales of Assets $4,227
35.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,010
69.1%
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 $317,267
Total Liabilities $909
Net Assets $316,358
Compensation
Key Employees and Officers Compensation Other
Daniel C Schwartz (Trustee, Treasurer) $0 $0
Stacey A Schwartz (Trustee) $0 $0
James M Eisenman (Trustee) $0 $0
Deidra Schweitzer (Trustee) $0 $0
Rick L Schwartz (President) $0 $0
Linda D Fisher (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on May 11, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,525
Expenses
$20,354
Net Income
-$6,829
Net Assets
$330,626
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,662
71.4%
Sales of Assets $3,863
28.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,000
59.0%
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 $330,627
Total Liabilities $1
Net Assets $330,626
Compensation
Key Employees and Officers Compensation Other
Daniel C Schwartz (Director, Treasurer) $0 $0
Stacey A Schwartz (Director) $0 $0
James M Eisenman (Director) $0 $0
Deidra Schweitzer (Director) $0 $0
Rick L Schwartz (President) $0 $0
Linda D Fisher (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on June 9, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,784
Expenses
$21,651
Net Income
-$1,867
Net Assets
$337,456
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,725
94.6%
Sales of Assets $1,059
5.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,200
61.0%
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 $337,456
Total Liabilities $0
Net Assets $337,456
Compensation
Key Employees and Officers Compensation Other
Daniel C Schwartz (Director, Treasurer) $0 $0
Stacey A Schwartz (Director) $0 $0
James M Eisenman (Director) $0 $0
Deidra Schweitzer (Director) $0 $0
Rick L Schwartz (President) $0 $0
Linda D Fisher (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on March 7, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,417
Expenses
$29,357
Net Income
-$27,940
Net Assets
$339,323
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,300
> 100%
Sales of Assets -$13,883
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,000
71.5%
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 $339,323
Total Liabilities $0
Net Assets $339,323
Compensation
Key Employees and Officers Compensation Other
Daniel C Schwartz (Director, Treasurer) $0 $0
Stacey A Schwartz (Director) $0 $0
James M Eisenman (Director) $0 $0
Deidra Schweitzer (Director) $0 $0
Rick L Schwartz (President) $0 $0
Linda D Fisher (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on March 5, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,187
Expenses
$29,634
Net Income
-$20,447
Net Assets
$367,263
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,742
> 100%
Sales of Assets -$555
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,000
70.9%
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 $367,263
Total Liabilities $0
Net Assets $367,263
Compensation
Key Employees and Officers Compensation Other
Daniel C Schwartz (Director, Treasurer) $0 $0
Stacey A Schwartz (Director) $0 $0
James M Eisenman (Director) $0 $0
Deidra Schweitzer (Director) $0 $0
Rick L Schwartz (President) $0 $0
Linda D Fisher (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 8, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,441
Expenses
$33,003
Net Income
-$8,562
Net Assets
$387,710
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,081
94.4%
Sales of Assets $1,360
5.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,000
72.7%
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 $387,710
Total Liabilities $0
Net Assets $387,710

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,918
Expenses
$34,268
Net Income
-$8,350
Net Assets
$396,272
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,907
84.5%
Sales of Assets $3,259
12.6%
Other Income $752
2.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,000
73.0%
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 $396,272
Total Liabilities $0
Net Assets $396,272

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,672
Expenses
$32,162
Net Income
-$13,490
Net Assets
$404,622
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,267
> 100%
Sales of Assets -$1,078
Other Income $483
2.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,000
71.5%
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 $404,622
Total Liabilities $0
Net Assets $404,622
Compensation
Key Employees and Officers Compensation Other
Daniel C Schwartz (Director, Treasurer) $0 $0
Stacey A Schwartz (Director) $0 $0
James M Eisenman (Director) $0 $0
Deidra Schweitzer (Director) $0 $0
Rick L Schwartz (President) $0 $0
Linda D Fisher (Secretary) $0 $0
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Document Links

990-PF
Filed on May 12, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,328
Expenses
$33,406
Net Income
-$17,078
Net Assets
$418,111
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,045
92.1%
Sales of Assets $436
2.7%
Other Income $847
5.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,125
72.2%
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 $418,112
Total Liabilities $1
Net Assets $418,111

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,759
Expenses
$42,469
Net Income
-$36,710
Net Assets
$435,190
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,849
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,300
78.4%
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 $435,190
Total Liabilities $0
Net Assets $435,190

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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