Civic Intelligence

Swartz Foundation Trust

990T • Fiscal year 2024 • EIN 22-6554026

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 14, 2025

Organization Profile
Main St Cpa 124 N Main StForked River, NJ 08731

(609) 242-9600

Siviq Scores

Scores are not available for this record yet.

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

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2011: $28,775,792Liabilities 2011: $02011Assets 2012: $44,881,470Liabilities 2012: $02012Assets 2013: $45,885,480Liabilities 2013: $02013Assets 2014: $70,767,677Liabilities 2014: $0Net Assets 2014: $70,767,6772014Assets 2015: $64,848,945Liabilities 2015: $0Net Assets 2015: $64,848,9452015Assets 2016: $59,476,772Liabilities 2016: $0Net Assets 2016: $59,476,7722016Assets 2017: $65,729,939Liabilities 2017: $0Net Assets 2017: $65,729,9392017Assets 2018: $62,480,768Liabilities 2018: $0Net Assets 2018: $62,480,7682018Assets 2019: $82,487,111Liabilities 2019: $0Net Assets 2019: $82,487,1112019Assets 2020: $95,289,932Liabilities 2020: $0Net Assets 2020: $95,289,9322020Assets 2021: $107,316,033Liabilities 2021: $0Net Assets 2021: $107,316,0332021Assets 2022: $93,116,548Liabilities 2022: $0Net Assets 2022: $93,116,5482022Assets 2023: $98,796,146Liabilities 2023: $0Net Assets 2023: $98,796,1462023Assets 2024: $105,287,931Liabilities 2024: $0Net Assets 2024: $105,287,9312024

Latest loaded filing

2024

Assets$105,287,931
Liabilities$0
Net Assets$105,287,931
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $3,419,741Expenses 2011: $2,747,329Net Income 2011: $672,4122011Revenue 2012: $11,613,917Expenses 2012: $7,149,835Net Income 2012: $4,464,0822012Revenue 2013: $6,246,695Expenses 2013: $5,861,063Net Income 2013: $385,6322013Revenue 2014: $27,266,114Expenses 2014: $3,599,831Net Income 2014: $23,666,2832014Revenue 2015: $1,888,715Expenses 2015: $8,888,148Net Income 2015: -$6,999,4332015Revenue 2016: $1,606,781Expenses 2016: $9,715,399Net Income 2016: -$8,108,6182016Revenue 2017: $5,800,717Expenses 2017: $4,583,239Net Income 2017: $1,217,4782017Revenue 2018: $5,446,840Expenses 2018: $4,159,704Net Income 2018: $1,287,1362018Revenue 2019: $21,879,940Expenses 2019: $10,049,261Net Income 2019: $11,830,6792019Revenue 2020: $25,139,250Expenses 2020: $14,320,334Net Income 2020: $10,818,9162020Revenue 2021: $18,358,097Expenses 2021: $11,519,394Net Income 2021: $6,838,7032021Revenue 2022: $3,926,191Expenses 2022: $7,828,180Net Income 2022: -$3,901,9892022Revenue 2023: $8,088,898Expenses 2023: $8,989,868Net Income 2023: -$900,9702023Revenue 2024: $4,489,726Expenses 2024: $5,519,597Net Income 2024: -$1,029,8712024

Latest loaded filing

2024

Revenue$4,489,726
Expenses$5,519,597
Net Income-$1,029,871
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Filing and Contact Details

Filer

Filer Name
Swartz Foundation Trust
EIN
22-6554026
Phone
6092429600
Address
MAIN ST CPA 124 N MAIN ST, FORKED RIVER, NJ 08731

Signing Officer

Name
Jim Swartz
Title
President
Phone
6092429600
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Sensiba Llp
Address
2700 CAMINO RAMON SUITE 140, SAN RAMON, CA 94583
Preparer
Eleduvina Lopez
Phone
9252718700
Raw XML Appendix120 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/DiffOfSmallerAmt02857
IRS1041ScheduleD/DiffOfSmllrPlusSmllrOfCalcAmt02857
IRS1041ScheduleD/DisposeInvestmentQOFInd00
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt03483
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt01988
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt05471
IRS1041ScheduleD/GainLessIncludedAmt03483
IRS1041ScheduleD/GainPlusDividendsAmt03483
IRS1041ScheduleD/InvestmentIncomeElectionAmt00
IRS1041ScheduleD/NetGainsTaxAmt00
IRS1041ScheduleD/NetIncomeMinusSmallerAmt0626
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt03483
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt03483
IRS1041ScheduleD/NetSmallerAmt00
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt01988
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt01988
IRS1041ScheduleD/SmallerGainAmt03483
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt02857
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt02857
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt02857
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt00
IRS1041ScheduleD/TaxableIncomeAmt02857
IRS1041ScheduleD/TaxableIncomeLessGainAmt00
IRS1041ScheduleD/TaxAmt00
IRS1041ScheduleD/TaxOnTaxableIncomeAmt0286
IRS1041ScheduleD/TaxPlusTimePercentAmt00
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt03483
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt01988
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt05471
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt02857
IRS990T/BooksInCareOfDetail/PersonNm0MAIN STREET CPA
IRS990T/BooksInCareOfDetail/PhoneNum06092429600
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0124 N MAIN STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0FORKED RIVER
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd008731
IRS990T/BookValueAssetsEOYAmt0105287931
IRS990T/CharitableContributionsDedAmt00
IRS990T/ExtsnRequestIncomeTaxPaidAmt025000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt025000
IRS990T/OverpaymentSection/OverpaymentAmt025000
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt022810
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/CapitalGainNetIncomeAmt05471
IRS990TScheduleA/NetOperatingLossDeductionAmt015429
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt013815
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt019286
IRS990TScheduleA/TotUnrltTrdBusIncmAmt019286
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UBTI INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt019286
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt03857
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt025000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt02857
IRS990T/TotalUBTIBeforeNOLSpecificAmt03857
IRS990T/TotalUBTIBeforeSection199AAmt03857
IRS990T/TotalUBTIComputedAmt03857
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM SWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06092429600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWARTZ FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SWAR
ReturnHeader/Filer/EIN0226554026
ReturnHeader/Filer/PhoneNum06092429600
ReturnHeader/Filer/USAddress/AddressLine1Txt0MAIN ST CPA 124 N MAIN ST
ReturnHeader/Filer/USAddress/CityNm0FORKED RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008731
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942370906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SENSIBA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02700 CAMINO RAMON SUITE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252718700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELEDUVINA LOPEZ
ReturnHeader/ReturnTs02025-11-17T20:18:58-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$105$0.00$105$4.49$5.52$1.03
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$98.8$0.00$98.8$8.09$8.99$0.90
2022Detailed filing. Detailed filing data is available for this year.$93.1$0.00$93.1$3.93$7.83$3.90
2021Detailed filing. Detailed filing data is available for this year.$107$0.00$107$18.4$11.5$6.84
2020Detailed filing. Detailed filing data is available for this year.$95.3$0.00$95.3$25.1$14.3$10.8
2019Detailed filing. Detailed filing data is available for this year.$82.5$0.00$82.5$21.9$10.0$11.8
2018Detailed filing. Detailed filing data is available for this year.$62.5$0.00$62.5$5.45$4.16$1.29
2017Detailed filing. Detailed filing data is available for this year.$65.7$0.00$65.7$5.80$4.58$1.22
2016Detailed filing. Detailed filing data is available for this year.$59.5$0.00$59.5$1.61$9.72$8.11
2015Detailed filing. Detailed filing data is available for this year.$64.8$0.00$64.8$1.89$8.89$7.00
2014Detailed filing. Detailed filing data is available for this year.$70.8$0.00$70.8$27.3$3.60$23.7
2013Summary only. Only limited summary data is available for this year.$45.9$0.00$6.25$5.86$0.39
2012Summary only. Only limited summary data is available for this year.$44.9$0.00$11.6$7.15$4.46
2011Summary only. Only limited summary data is available for this year.$28.8$0.00$3.42$2.75$0.67