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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, 2024 to Dec 31, 2024
- Signed
- Nov 15, 2025
- Return Version
- 2024v5.2
Filing and Contact Details
Filer
- Filer Name
- Swartz Foundation
- EIN
- 04-3255974
- Phone
- 6176021901
- Address
- CO FWP 2310 WASHINGTON ST 3RD FL, NEWTON, MA 02462
Signing Officer
- Name
- Sidney Swartz
- Title
- Trustee
- Phone
- 6176021901
- Signed
- 2025-11-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Daigle & Associates Llp
- Address
- 91 MONTVALE AVE - SUITE 100, STONEHAM, MA 02180
- Preparer
- Melissa S Peirce
- Phone
- 6176193350
Raw XML Appendix189 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 | 3150 |
| IRS1041ScheduleD/DiffOfSmllrPlusSmllrOfCalcAmt | 0 | 15450 |
| IRS1041ScheduleD/DisposeInvestmentQOFInd | 0 | 0 |
| IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt | 0 | 453131 |
| IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt | 0 | 3820 |
| IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt | 0 | 456951 |
| IRS1041ScheduleD/Form4797GainOrLossAmt | 0 | 297409 |
| IRS1041ScheduleD/GainLessIncludedAmt | 0 | 453131 |
| IRS1041ScheduleD/GainPlusDividendsAmt | 0 | 453131 |
| IRS1041ScheduleD/InvestmentIncomeElectionAmt | 0 | 0 |
| IRS1041ScheduleD/NetGainsTaxAmt | 0 | 0 |
| IRS1041ScheduleD/NetIncomeMinusSmallerAmt | 0 | 449981 |
| IRS1041ScheduleD/NetLTCapitalGainOrLossAmt | 0 | 453131 |
| IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt | 0 | 155722 |
| IRS1041ScheduleD/NetSmallerAmt | 0 | 47014 |
| IRS1041ScheduleD/NetSTCapitalGainOrLossAmt | 0 | 3820 |
| IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt | 0 | 3820 |
| IRS1041ScheduleD/NetTimesPercentAmt | 0 | 9403 |
| IRS1041ScheduleD/SmallerGainAmt | 0 | 453131 |
| IRS1041ScheduleD/SmallerOfCalcAmt | 0 | 12300 |
| IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt | 0 | 3150 |
| IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt | 0 | 62464 |
| IRS1041ScheduleD/SmallerTimesPercentAmt | 0 | 1845 |
| IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt | 0 | 15450 |
| IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt | 0 | 12300 |
| IRS1041ScheduleD/TaxableIncomeAmt | 0 | 62464 |
| IRS1041ScheduleD/TaxableIncomeLessGainAmt | 0 | 0 |
| IRS1041ScheduleD/TaxAmt | 0 | 11248 |
| IRS1041ScheduleD/TaxOnTaxableIncomeAmt | 0 | 21147 |
| IRS1041ScheduleD/TaxPlusTimePercentAmt | 0 | 11248 |
| IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt | 0 | 453131 |
| IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt | 0 | 3820 |
| IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt | 0 | 456951 |
| IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt | 0 | 3150 |
| IRS1041ScheduleI/AdjAlternativeMinTaxableIncAmt | 0 | 38599 |
| IRS1041ScheduleI/AdjustedRegularTaxAmt | 0 | 11248 |
| IRS1041ScheduleI/AdjustedTotalIncomeAmt | 0 | 63464 |
| IRS1041ScheduleI/AlternativeMinimumTaxAmt | 0 | 0 |
| IRS1041ScheduleI/AlternativeMinTaxableIncomeAmt | 0 | 38599 |
| IRS1041ScheduleI/CapitalGainsWorksheetAmt | 0 | 453131 |
| IRS1041ScheduleI/DepreciationAmt | 0 | -43 |
| IRS1041ScheduleI/EstateOrTrustShrLessExemptAmt | 0 | 8699 |
| IRS1041ScheduleI/FlngThrshldLessThesholdSumAmt | 0 | 12300 |
| IRS1041ScheduleI/FSAmtLessIncAboveThresholdAmt | 0 | 3150 |
| IRS1041ScheduleI/IncomeAboveThresholdWorkshtAmt | 0 | 0 |
| IRS1041ScheduleI/MaximumCapitalGainsOrNetAmt | 0 | 832 |
| IRS1041ScheduleI/NetAltMinTaxableIncTimesPctAmt | 0 | 832 |
| IRS1041ScheduleI/NetAltMinTxblIncTimesFSPctAmt | 0 | 2262 |
| IRS1041ScheduleI/NetExemptionAmt | 0 | 29900 |
| IRS1041ScheduleI/NetShareAltMinTaxbleIncomeAmt | 0 | 0 |
| IRS1041ScheduleI/NetShareAltMinTxblIncmXPctAmt | 0 | 0 |
| IRS1041ScheduleI/PassiveActivityAmt | 0 | 0 |
| IRS1041ScheduleI/PropertyDispositionAmt | 0 | -24822 |
| IRS1041ScheduleI/SmallerOfAltMinTxblIncOrSumAmt | 0 | 8699 |
| IRS1041ScheduleI/SmllrAbvThrshldOrAltMinGainAmt | 0 | 3150 |
| IRS1041ScheduleI/SmllrAdjNetGainOrTxblIncAmt | 0 | 5549 |
| IRS1041ScheduleI/SmllrNetAdjAltMinOrNetGainAmt | 0 | 5549 |
| IRS1041ScheduleI/SmllrOfAdjustedAltMinOrSchDAmt | 0 | 8699 |
| IRS1041ScheduleI/SumOfAltMinTaxPercentagesAmt | 0 | 832 |
| IRS1041ScheduleI/SumOfSmllrAmt | 0 | 8699 |
| IRS1041ScheduleI/SumPlusUnrecapturedSect1250Amt | 0 | 453131 |
| IRS1041ScheduleI/SumThresholdApplcblWrkshtAmt | 0 | 3150 |
| IRS1041ScheduleI/TaxOnAlternativeMinimumGainAmt | 0 | 832 |
| IRS1041ScheduleI/TentativeAlternativeMinTaxAmt | 0 | 832 |
| IRS8801/AMTCarryforwardPlusNegativeAmt | 0 | 10195 |
| IRS8801/AMTPriorYearApplicableGainAmt | 0 | 874 |
| IRS8801/AMTPriorYearCarryforwardAmt | 0 | 2602 |
| IRS8801/ApplcblCapGainsOrSchDWrkshtAmt | 0 | 874 |
| IRS8801/CYRegTaxLiabiMinusAllwblCrAmt | 0 | 11248 |
| IRS8801/CYTentativeMinimumTaxAmt | 0 | 832 |
| IRS8801/FilingThresholdAmt | 0 | 14650 |
| IRS8801/FlngThrshldLessThesholdSumAmt | 0 | 11650 |
| IRS8801/MaxCapGainMinusApplcblLimitAmt | 0 | 2126 |
| IRS8801/MaxCapGainsApplicableLimitAmt | 0 | 3000 |
| IRS8801/MinAMTCrAmt | 0 | 10195 |
| IRS8801/MinTaxCreditExemptionAmt | 0 | 28400 |
| IRS8801/MinTaxCreditPhaseOutAmt | 0 | 94600 |
| IRS8801/NetAlternativeMinimumTaxAmt | 0 | 7593 |
| IRS8801/NetAltMinTxblIncTimesFSPctAmt | 0 | 28 |
| IRS8801/NetMinTaxCrMinusPhaseOutAmt | 0 | 0 |
| IRS8801/NetMinTaxLessDeductionsAmt | 0 | 107 |
| IRS8801/NetMinTaxLessLossAndDedAmt | 0 | 107 |
| IRS8801/NetMinTaxMinusExemptionAmt | 0 | 28400 |
| IRS8801/NetMinTaxOnExclusionItemsAmt | 0 | 0 |
| IRS8801/PYAlternativeMinimumTaxAmt | 0 | 7593 |
| IRS8801/PYMinTaxApplicableCapGainAmt | 0 | 26414 |
| IRS8801/PYMinTaxApplicableRtnTaxAmt | 0 | 4363 |
| IRS8801/SmallerCalculatedNetOrGainAmt | 0 | 107 |
| IRS8801/SmallerNetAMTOrGainAmt | 0 | 107 |
| IRS8801/SmallerPYSchDGainOrWrkshtAmt | 0 | 26414 |
| IRS8801/SmllrNetMinTaxOrApplcblGainAmt | 0 | 107 |
| IRS8801/SumMinTaxCreditLossAndDedAmt | 0 | 28507 |
| IRS8801/SumOfSmllrAmt | 0 | 107 |
| IRS8801/SumThresholdApplcblWrkshtAmt | 0 | 3000 |
| IRS8801/TentMinTaxMinusRegTaxLiabAmt | 0 | 10416 |
| IRS990T/BooksInCareOfDetail/PersonNm | 0 | FIDUCIARY WEALTH PARTNERS |
| IRS990T/BooksInCareOfDetail/PhoneNum | 0 | 6176021901 |
| IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | C/O FWP 2310 WASHINGTON ST 3RD FL |
| IRS990T/BooksInCareOfDetail/USAddress/CityNm | 0 | NEWTON |
| IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990T/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 02462 |
| IRS990T/BookValueAssetsEOYAmt | 0 | 220801315 |
| IRS990T/CharitableContributionsDedAmt | 0 | 93695 |
| IRS990T/CurrentYearMinimumTaxCreditAmt | 0 | 10195 |
| IRS990T/ForeignAccountsQuestionInd | 0 | 1 |
| IRS990T/ForeignCountryCd | 0 | IS |
| 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/OtherTaxesAmt | 0 | 0 |
| IRS990T/OverpaymentSection/AppliedToESTaxAmt | 0 | 80587 |
| IRS990T/OverpaymentSection/OverpaymentAmt | 0 | 380587 |
| IRS990T/OverpaymentSection/RefundAmt | 0 | 300000 |
| IRS990T/PaidTaxLiabilityAmt | 0 | 0 |
| IRS990T/PriorYearOverpaymentCreditAmt | 0 | 381640 |
| IRS990TScheduleA/CapitalGainNetIncomeAmt | 0 | 456951 |
| IRS990TScheduleA/InterestDeductionAmt | 0 | 7779 |
| IRS990TScheduleA/NetOperatingLossDeductionAmt | 0 | 0 |
| IRS990TScheduleA/OtherDeductionsAmt | 0 | 43866 |
| 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 | 51645 |
| 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/TotalOrdinaryGainLossAmt | 0 | -6799 |
| IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt | 0 | -241348 |
| IRS990TScheduleA/TotalRentDeductionsAmt | 0 | 0 |
| IRS990TScheduleA/TotalRentIncomeAmt | 0 | 0 |
| IRS990TScheduleA/TotalUnrelatedBusinessCompAmt | 0 | 0 |
| IRS990TScheduleA/TotExcessReadershipCostsDedAmt | 0 | 0 |
| IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt | 0 | 208804 |
| IRS990TScheduleA/TotUnrltTrdBusIncmAmt | 0 | 208804 |
| IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt | 0 | 0 |
| IRS990TScheduleA/TradeOrBusinessDesc | 0 | BUSINESS ACTIVITY FROM VARIOUS PARTNERSHIPS |
| IRS990TScheduleA/UBIBeforeNOLDedAmt | 0 | 157159 |
| IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt | 0 | 157159 |
| IRS990T/SpecificDeductionAmt | 0 | 1000 |
| IRS990T/SubsidiaryCorporationInd | 0 | 0 |
| IRS990T/TaxableTrustAmt | 0 | 11248 |
| IRS990T/TaxLessCreditsAmt | 0 | 1053 |
| IRS990T/TotalCreditsAmt | 0 | 10195 |
| IRS990T/TotalDeductionAmt | 0 | 1000 |
| IRS990T/TotalPaymentsAmt | 0 | 381640 |
| IRS990T/TotalTaxAmt | 0 | 1053 |
| IRS990T/TotalTaxComputationAmt | 0 | 11248 |
| IRS990T/TotalUBTIAmt | 0 | 62464 |
| IRS990T/TotalUBTIBeforeNOLSpecificAmt | 0 | 63464 |
| IRS990T/TotalUBTIBeforeSection199AAmt | 0 | 63464 |
| IRS990T/TotalUBTIComputedAmt | 0 | 157159 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SIDNEY SWARTZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6176021901 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-15 |
| 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 2310 WASHINGTON ST 3RD FL |
| ReturnHeader/Filer/USAddress/CityNm | 0 | NEWTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 02462 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 010825608 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | DAIGLE & ASSOCIATES LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 91 MONTVALE AVE - SUITE 100 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | STONEHAM |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 02180 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6176193350 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MELISSA S PEIRCE |
| ReturnHeader/ReturnTs | 0 | 2025-11-17T08:43:16-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990T |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- -
- Liabilities
- -
- Net assets
- -
- Revenue
- -
- Expenses
- -
- Net income
- -