Civic Intelligence

Jaxson William Augustus Swank Foundation C/O Larry and Sherry Swank Co-Trustees

990PF • Fiscal year 2014 • EIN 30-6072980

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 05, 2015

Organization Profile
1155 Dunrobbin LaneSouth Bend, IN 46614

(574) 231-8970

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

85th percentile

34%

Higher net margin than 85% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

74th percentile

17%

Faster asset growth than 74% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-45%

Faster revenue growth than 11% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

$164,857

No earlier filing loaded for comparison.

Net Assets

$164,857

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin85th percentile

Revenue

$71,406

No earlier filing loaded for comparison.

Expenses

$47,302

No earlier filing loaded for comparison.

Net Income

$24,104

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $164,857Liabilities 2014: $0Net Assets 2014: $164,8572014Assets 2016: $465,503Liabilities 2016: $0Net Assets 2016: $465,5032016Assets 2018: $894,270Liabilities 2018: $0Net Assets 2018: $894,2702018Assets 2019: $1,159,155Liabilities 2019: $14,370Net Assets 2019: $1,144,7852019Assets 2020: $2,314,044Liabilities 2020: $35,867Net Assets 2020: $2,278,1772020Assets 2021: $3,342,928Liabilities 2021: $0Net Assets 2021: $3,342,9282021Assets 2022: $3,731,630Liabilities 2022: $0Net Assets 2022: $3,731,6302022Assets 2024: $5,633,161Liabilities 2024: $0Net Assets 2024: $5,633,1612024

Highlighted filing

2014

Assets$164,857
Liabilities$0
Net Assets$164,857
Open 2014 Filing

Operations Trend

Revenue Growth11th percentile

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

$2.0M$1.5M$1.0M$500K$0Revenue 2014: $71,406Expenses 2014: $47,302Net Income 2014: $24,1042014Revenue 2016: $470,712Expenses 2016: $164,697Net Income 2016: $306,0152016Revenue 2018: $483,176Expenses 2018: $152,844Net Income 2018: $330,3322018Revenue 2019: $654,931Expenses 2019: $264,316Net Income 2019: $390,6152019Revenue 2020: $1,664,627Expenses 2020: $531,235Net Income 2020: $1,133,3922020Revenue 2021: $1,675,774Expenses 2021: $611,023Net Income 2021: $1,064,7512021Revenue 2022: $1,540,900Expenses 2022: $864,890Net Income 2022: $676,0102022Revenue 2024: $1,561,237Expenses 2024: $1,065,050Net Income 2024: $496,1872024

Highlighted filing

2014

Revenue$71,406
Expenses$47,302
Net Income$24,104
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 5, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY A SWANKTrustee-$0--
SHERRY L T SWANKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jaxson William Augustus Swank Foundation
EIN
30-6072980
In Care Of
% LARRY AND SHERRY SWANK
Phone
5742318970
Address
1155 DUNROBBIN LANE, SOUTH BEND, IN 46614

Signing Officer

Name
larry swank
Title
officer
Phone
3125085900
Signed
2015-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Cohnreznick Llp
Address
200 SOUTH WACKER DRIVE SUITE 2600, CHICAGO, IL 60606
Preparer
larry swank
Phone
3125085900
Raw XML Appendix287 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0120347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0133902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MARKETABLE SECURITIES
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03152
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt046620
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt049772
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt049772
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt046620
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt036518
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt036518
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt021634
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03148
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03148
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt024104
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0343920
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt046620
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt047927
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt08928
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01687
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010615
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0158
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0169
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt08928
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt036518
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01845
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt047302
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt049772
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt071406
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt08928
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01845
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0278934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt118366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt040887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt040887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0319821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt046620
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt024104
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0164857
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0140753
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0164857
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06912
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06912
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06912
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07871
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0959
IRS990PF/DistributableAmountGrp/TotalTaxAmt0959
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0959
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0959
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0959
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0959
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0178412
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05704
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt077771
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0120347
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0133902
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt057278
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt044510
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt044510
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0140753
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0164857
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0178412
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0140753
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0164857
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0140753
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0164857
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0140753
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0164857
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0159808
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt050894
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0108914
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02397
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07871
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0157411
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0159808
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LARRY A SWANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHERRY L T SWANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01155 DUNROBBIN LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11155 DUNROBBIN LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SOUTH BEND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SOUTH BEND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd046614
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd146614
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt038782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt039261
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt062154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt022173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt012315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt09538
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt06900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.246371
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.443618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.279377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.16942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.192562
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.14688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0479
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0157411
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0140107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt079366
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt072689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt049532
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt046977
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt036518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.231857
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt036518
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt036518
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt036518
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01155 DUNROBBIN LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOUTH BEND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd046614
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LARRY AND SHERRY SWANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum05742318970
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt036518
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION TO GOOD SHEPHERD MONTESSORI SCHOOL FOR CHILD'S TUITION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Good Shepherd Montessori School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01101 East Jefferson Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0South Bend
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046617
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036518
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06912
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt055171
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018297
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08691
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07086
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04562
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04562
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0118851
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt029606
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt055171
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018297
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08691
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07086
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036518
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt029606
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0123413
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt093807
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LARRY SWANK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01155 DUNROBBIN LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SOUTH BEND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd046614
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07250
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt08928
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01687
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010615
TaxesSchedule/TaxesDetail/Amt0158
TaxesSchedule/TaxesDetail/Amt111
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0158
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0larry swank
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0officer
ReturnHeader/BusinessOfficerGrp/PhoneNum03125085900
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O LARRY AND SHERRY SWANK CO-TRUSTEES
ReturnHeader/Filer/BusinessNameControlTxt0JAXS
ReturnHeader/Filer/EIN0306072980
ReturnHeader/Filer/InCareOfNm0% LARRY AND SHERRY SWANK
ReturnHeader/Filer/PhoneNum05742318970
ReturnHeader/Filer/USAddress/AddressLine1Txt01155 DUNROBBIN LANE
ReturnHeader/Filer/USAddress/CityNm0SOUTH BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046614
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 SOUTH WACKER DRIVE SUITE 2600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03125085900
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0larry swank
ReturnHeader/ReturnTs02015-11-16T13:05:49-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$164,857
Liabilities
$0
Net assets
$164,857
Revenue
$71,406
Expenses
$47,302
Net income
$24,104
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$1.56$1.07$0.50
2022Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$1.54$0.86$0.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.00$3.34$1.68$0.61$1.06
2020Detailed filing. Detailed filing data is available for this year.$2.31$0.04$2.28$1.66$0.53$1.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.01$1.14$0.65$0.26$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.48$0.15$0.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$0.47$0.16$0.31
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.07$0.05$0.02