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Balance Sheet
Assets
-
No earlier filing loaded for comparison.
Net Assets
-
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
-
No earlier filing loaded for comparison.
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- Nov 15, 2023
- Return Version
- 2022v7.0
Filing and Contact Details
Filer
- Filer Name
- Swartz Foundation
- EIN
- 04-3255974
- Phone
- 6176021901
- Address
- CO FWP 177 HUNTINGTON AVE 17TH FL, BOSTON, MA 02115
Signing Officer
- Name
- Jeffrey Swartz
- Title
- Trustee
- Phone
- 6176021901
- Signed
- 2023-11-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Daigle & Associates Llp
- Address
- 176 FEDERAL STREET, BOSTON, MA 02110
- Preparer
- Anthony J Daigle
- Phone
- 6176193350
Raw XML Appendix163 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS1041ScheduleD/DiffOfSmallerAmt | 0 | 2800 |
| IRS1041ScheduleD/DiffOfSmllrPlusSmllrOfCalcAmt | 0 | 13700 |
| IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt | 0 | 272680 |
| IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt | 0 | -2352 |
| IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt | 0 | 270328 |
| IRS1041ScheduleD/Form4797GainOrLossAmt | 0 | 166900 |
| IRS1041ScheduleD/GainLessIncludedAmt | 0 | 270328 |
| IRS1041ScheduleD/GainPlusDividendsAmt | 0 | 270328 |
| IRS1041ScheduleD/InvestmentIncomeElectionAmt | 0 | 0 |
| IRS1041ScheduleD/NetGainsTaxAmt | 0 | 0 |
| IRS1041ScheduleD/NetIncomeMinusSmallerAmt | 0 | 267528 |
| IRS1041ScheduleD/NetLTCapitalGainOrLossAmt | 0 | 272680 |
| IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt | 0 | 105780 |
| IRS1041ScheduleD/NetSmallerAmt | 0 | 89196 |
| IRS1041ScheduleD/NetSTCapitalGainOrLossAmt | 0 | -2352 |
| IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt | 0 | -2352 |
| IRS1041ScheduleD/NetTimesPercentAmt | 0 | 17839 |
| IRS1041ScheduleD/SmallerGainAmt | 0 | 270328 |
| IRS1041ScheduleD/SmallerOfCalcAmt | 0 | 10900 |
| IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt | 0 | 2800 |
| IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt | 0 | 102896 |
| IRS1041ScheduleD/SmallerTimesPercentAmt | 0 | 1635 |
| IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt | 0 | 13700 |
| IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt | 0 | 10900 |
| IRS1041ScheduleD/TaxableIncomeAmt | 0 | 102896 |
| IRS1041ScheduleD/TaxableIncomeLessGainAmt | 0 | 0 |
| IRS1041ScheduleD/TaxAmt | 0 | 19474 |
| IRS1041ScheduleD/TaxOnTaxableIncomeAmt | 0 | 36334 |
| IRS1041ScheduleD/TaxPlusTimePercentAmt | 0 | 19474 |
| IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt | 0 | 272680 |
| IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt | 0 | -2352 |
| IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt | 0 | 270328 |
| IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt | 0 | 2800 |
| IRS1041ScheduleI/AdjAlternativeMinTaxableIncAmt | 0 | 131585 |
| IRS1041ScheduleI/AdjustedRegularTaxAmt | 0 | 19474 |
| IRS1041ScheduleI/AdjustedTotalIncomeAmt | 0 | 103896 |
| IRS1041ScheduleI/AlternativeMinimumTaxAmt | 0 | 2602 |
| IRS1041ScheduleI/AlternativeMinTaxableIncomeAmt | 0 | 131585 |
| IRS1041ScheduleI/CapitalGainsWorksheetAmt | 0 | 270328 |
| IRS1041ScheduleI/DepreciationAmt | 0 | -254 |
| IRS1041ScheduleI/EstateOrTrustShrLessExemptAmt | 0 | 115906 |
| IRS1041ScheduleI/ExcessOfSumAmt | 0 | 102206 |
| IRS1041ScheduleI/ExcessOfSumTimesPctAmt | 0 | 20441 |
| IRS1041ScheduleI/FlngThrshldLessThesholdSumAmt | 0 | 10900 |
| IRS1041ScheduleI/FSAmtLessIncAboveThresholdAmt | 0 | 2800 |
| IRS1041ScheduleI/IncomeAboveThresholdWorkshtAmt | 0 | 0 |
| IRS1041ScheduleI/MaximumCapitalGainsOrNetAmt | 0 | 22076 |
| IRS1041ScheduleI/NetAltMinTaxableIncTimesPctAmt | 0 | 1635 |
| IRS1041ScheduleI/NetAltMinTxblIncTimesFSPctAmt | 0 | 30136 |
| IRS1041ScheduleI/NetExemptionAmt | 0 | 15679 |
| IRS1041ScheduleI/NetShareAltMinTaxbleIncomeAmt | 0 | 43285 |
| IRS1041ScheduleI/NetShareAltMinTxblIncmXPctAmt | 0 | 10821 |
| IRS1041ScheduleI/PropertyDispositionAmt | 0 | 25 |
| IRS1041ScheduleI/RelatedAdjustmentAmt | 0 | 27918 |
| IRS1041ScheduleI/SmallerOfAltMinTxblIncOrSumAmt | 0 | 115906 |
| IRS1041ScheduleI/SmllrAbvThrshldOrAltMinGainAmt | 0 | 2800 |
| IRS1041ScheduleI/SmllrAdjNetGainOrTxblIncAmt | 0 | 10900 |
| IRS1041ScheduleI/SmllrNetAdjAltMinOrNetGainAmt | 0 | 113106 |
| IRS1041ScheduleI/SmllrOfAdjustedAltMinOrSchDAmt | 0 | 115906 |
| IRS1041ScheduleI/SumOfAltMinTaxPercentagesAmt | 0 | 22076 |
| IRS1041ScheduleI/SumOfSmllrAmt | 0 | 13700 |
| IRS1041ScheduleI/SumPlusUnrecapturedSect1250Amt | 0 | 270328 |
| IRS1041ScheduleI/SumThresholdApplcblWrkshtAmt | 0 | 2800 |
| IRS1041ScheduleI/TaxOnAlternativeMinimumGainAmt | 0 | 22076 |
| IRS1041ScheduleI/TentativeAlternativeMinTaxAmt | 0 | 22076 |
| IRS990T/AddressChangeInd | 0 | X |
| IRS990T/AlternativeMinimumTaxAmt | 0 | 2602 |
| IRS990T/BooksInCareOfDetail/PersonNm | 0 | FIDUCIARY WEALTH PARTNERS |
| IRS990T/BooksInCareOfDetail/PhoneNum | 0 | 6176021901 |
| IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 177 HUNTINGTON AVENUE 17TH FLOOR |
| IRS990T/BooksInCareOfDetail/USAddress/CityNm | 0 | BOSTON |
| IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990T/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 02115 |
| IRS990T/BookValueAssetsEOYAmt | 0 | 195438630 |
| IRS990T/ChangeInMethodOfAccountingInd | 0 | 0 |
| IRS990T/CharitableContributionsDedAmt | 0 | 224551 |
| IRS990T/ForeignAccountsQuestionInd | 0 | 0 |
| IRS990T/ForeignTrustQuestionInd | 0 | 0 |
| IRS990T/Form1041ScheduleDInd | 0 | X |
| IRS990T/Form2220AttachedInd | 0 | X |
| IRS990T/Form990TScheduleAAttachedCnt | 0 | 1 |
| IRS990T/Organization501cTrustInd | 0 | X |
| IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt | 0 | c3 |
| IRS990T/Organization501IndicatorGrp/Organization501Ind | 0 | X |
| IRS990T/OverpaymentSection/AppliedToESTaxAmt | 0 | 393596 |
| IRS990T/OverpaymentSection/OverpaymentAmt | 0 | 393596 |
| IRS990T/OverpaymentSection/RefundAmt | 0 | 0 |
| IRS990T/PaidTaxLiabilityAmt | 0 | 0 |
| IRS990T/PriorYearOverpaymentCreditAmt | 0 | 415672 |
| IRS990TScheduleA/CapitalGainNetIncomeAmt | 0 | 103428 |
| IRS990TScheduleA/InterestDeductionAmt | 0 | 930 |
| IRS990TScheduleA/NetOperatingLossDeductionAmt | 0 | 0 |
| IRS990TScheduleA/OtherDeductionsAmt | 0 | 2887 |
| IRS990TScheduleA/OtherIncomeAmt | 0 | 228836 |
| IRS990TScheduleA/PrincipalBusinessActivityCd | 0 | 523000 |
| IRS990TScheduleA/SequenceReferenceNum | 0 | 1 |
| IRS990TScheduleA/SequenceTotalNum | 0 | 1 |
| IRS990TScheduleA/TotalAllocableDeductionsAmt | 0 | 0 |
| IRS990TScheduleA/TotalCtrlOrgDeductionAmt | 0 | 0 |
| IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt | 0 | 0 |
| IRS990TScheduleA/TotalDeductionsAmt | 0 | 3817 |
| IRS990TScheduleA/TotalDeductionSetAsidesAmt | 0 | 0 |
| IRS990TScheduleA/TotalDirectAdvertisingCostAmt | 0 | 0 |
| IRS990TScheduleA/TotalDividendsReceivedDedAmt | 0 | 0 |
| IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt | 0 | 0 |
| IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt | 0 | 0 |
| IRS990TScheduleA/TotalInvestmentIncomeAmt | 0 | 0 |
| IRS990TScheduleA/TotalRentDeductionsAmt | 0 | 0 |
| IRS990TScheduleA/TotalRentIncomeAmt | 0 | 0 |
| IRS990TScheduleA/TotalUnrelatedBusinessCompAmt | 0 | 0 |
| IRS990TScheduleA/TotExcessReadershipCostsDedAmt | 0 | 0 |
| IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt | 0 | 332264 |
| IRS990TScheduleA/TotUnrltTrdBusIncmAmt | 0 | 332264 |
| IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt | 0 | 0 |
| IRS990TScheduleA/TradeOrBusinessDesc | 0 | BUSINESS ACTIVITY FROM VARIOUS PARTNERSHIPS |
| IRS990TScheduleA/UBIBeforeNOLDedAmt | 0 | 328447 |
| IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt | 0 | 328447 |
| IRS990T/Section199ADeductionAmt | 0 | 0 |
| IRS990T/SpecificDeductionAmt | 0 | 1000 |
| IRS990T/SubsidiaryCorporationInd | 0 | 0 |
| IRS990T/TaxableTrustAmt | 0 | 19474 |
| IRS990T/TaxLessCreditsAmt | 0 | 22076 |
| IRS990T/TotalDeductionAmt | 0 | 1000 |
| IRS990T/TotalPaymentsAmt | 0 | 415672 |
| IRS990T/TotalTaxAmt | 0 | 22076 |
| IRS990T/TotalTaxComputationAmt | 0 | 22076 |
| IRS990T/TotalUBTIAmt | 0 | 102896 |
| IRS990T/TotalUBTIBeforeNOLSpecificAmt | 0 | 103896 |
| IRS990T/TotalUBTIBeforeSection199AAmt | 0 | 103896 |
| IRS990T/TotalUBTIComputedAmt | 0 | 328447 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JEFFREY SWARTZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6176021901 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SWARTZ FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SWAR |
| ReturnHeader/Filer/EIN | 0 | 043255974 |
| ReturnHeader/Filer/PhoneNum | 0 | 6176021901 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | CO FWP 177 HUNTINGTON AVE 17TH FL |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BOSTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 02115 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 010825608 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | DAIGLE & ASSOCIATES LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 176 FEDERAL STREET |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BOSTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 02110 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6176193350 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ANTHONY J DAIGLE |
| ReturnHeader/ReturnTs | 0 | 2023-11-13T15:14:51-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990T |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JEFFREY |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | SWARTZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- -
- Liabilities
- -
- Net assets
- -
- Revenue
- -
- Expenses
- -
- Net income
- -