Civic Intelligence

Swartz Foundation Inc.

990PF • Fiscal year 2011 • EIN 31-1671683

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 20, 2012

Organization Profile
3 Woods End02492-1482
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.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$88,590

No earlier filing loaded for comparison.

Net Assets

$88,590

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$1,000

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2011: $88,590Liabilities 2011: $0Net Assets 2011: $88,5902011Assets 2012: $88,895Liabilities 2012: $0Net Assets 2012: $88,8952012Assets 2013: $88,563Liabilities 2013: $0Net Assets 2013: $88,5632013Assets 2014: $92,360Liabilities 2014: $0Net Assets 2014: $92,3602014Assets 2015: $91,825Liabilities 2015: $0Net Assets 2015: $91,8252015Assets 2016: $160,508Liabilities 2016: $0Net Assets 2016: $160,5082016Assets 2017: $156,514Liabilities 2017: $0Net Assets 2017: $156,5142017Assets 2018: $152,277Liabilities 2018: $0Net Assets 2018: $152,2772018Assets 2019: $146,126Liabilities 2019: $0Net Assets 2019: $146,1262019Assets 2020: $133,718Liabilities 2020: $0Net Assets 2020: $133,7182020Assets 2021: $76,189Liabilities 2021: $0Net Assets 2021: $76,1892021Assets 2022: $51,457Liabilities 2022: $0Net Assets 2022: $51,4572022Assets 2024: $36,129Liabilities 2024: $0Net Assets 2024: $36,1292024

Highlighted filing

2011

Assets$88,590
Liabilities$0
Net Assets$88,590
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2011: $1,0002011Expenses 2012: $1,0252012Revenue 2013: $1,393Expenses 2013: $1,725Net Income 2013: -$3322013Revenue 2014: $48,902Expenses 2014: $3,557Net Income 2014: $45,3452014Revenue 2015: $4,084Expenses 2015: $4,619Net Income 2015: -$5352015Revenue 2016: $77,581Expenses 2016: $7,091Net Income 2016: $70,4902016Revenue 2017: $3,269Expenses 2017: $7,263Net Income 2017: -$3,9942017Revenue 2018: $4,133Expenses 2018: $8,370Net Income 2018: -$4,2372018Revenue 2019: $4,753Expenses 2019: $10,904Net Income 2019: -$6,1512019Revenue 2020: $4,012Expenses 2020: $11,609Net Income 2020: -$7,5972020Revenue 2021: $7,500Expenses 2021: $12,612Net Income 2021: -$5,1122021Revenue 2022: $4,508Expenses 2022: $13,685Net Income 2022: -$9,1772022Revenue 2024: $9,426Expenses 2024: $15,304Net Income 2024: -$5,8782024

Highlighted filing

2011

Revenue-
Expenses$1,000
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 20, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK F SWARTZPresident-$0--
SANDRA R SWARTZClerk-$0--
Filing and Contact Details

Filer

EIN
31-1671683
Raw XML Appendix292 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
AccountingFeesSchedule/AccountingFees/Amount0950
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION - GRAY, GRAY & GRAY, LLP
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0950
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue087279
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV049138
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0FIDELITY INVESTMENTS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount01093
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0-5454
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount01093
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0-5454
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0-4361
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0950
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0950
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm01093
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss01093
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-5361
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0545
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-5454
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome093
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss01000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01093
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0-4361
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm01000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss01000
IRS990PF/BalanceSheets/CapitalStockBOY098054
IRS990PF/BalanceSheets/CapitalStockEOY098054
IRS990PF/BalanceSheets/CashBOY01
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY088825
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY087279
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV049138
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0-4103
IRS990PF/BalanceSheets/RetainedEarningsEOY0-9464
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY05125
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY01311
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV01311
IRS990PF/BalanceSheets/TotalAssetsBOY093951
IRS990PF/BalanceSheets/TotalAssetsEOY088590
IRS990PF/BalanceSheets/TotalAssetsEOYFMV050449
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY093951
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY088590
IRS990PF/BalanceSheets/TotalNetAssetsBOY093951
IRS990PF/BalanceSheets/TotalNetAssetsEOY088590
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-5454
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis05999
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-05-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0CITIGROUP INC COM NEW
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-5454
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-5454
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0545
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-5361
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal088590
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY093951
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY088590
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted02415
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj02415
IRS990PF/DistributableAmount/DistributableAmountBeforeDed02415
IRS990PF/DistributableAmount/MinimumInvestmentReturn02417
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome02
IRS990PF/DistributableAmount/TotalTax02
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax02
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal02
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome02
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue02
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/FMVAssetsEOY050449
IRS990PF/InitialReturnFormerPublicChrty0X
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets049081
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances03108
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities045973
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0736
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn02417
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets048345
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets049081
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JACK F SWARTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1SANDRA R SWARTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1CLERK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103 WOODS END
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine113 WOODS END
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0NEEDHAM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1NEEDHAM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0024921482
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1024921482
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct02621
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets02620
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.054191
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.0
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.0
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.063492
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.075962
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.131500
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets048345
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1045548
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2040077
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3050400
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4061544
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5057985
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear100
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear200
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear303200
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear404675
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear507625
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.270954
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions00
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions00
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber08
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0THE AMOUNT ON PART XV, LINE 8, COLUMN E, IS INCOME EXCLUDED UNDER SECTION 512, 513, OR 514.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JACK F SWARTZ
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07814443618
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103 WOODS END
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0NEEDHAM
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0024921482
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0APPLICATION SHOULD BE SUBMITTED IN WRITING, STATING AMOUNT REQUESTED AND PURPOSE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0JACK F SWARTZ
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber07814443618
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine103 WOODS END
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0NEEDHAM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0024921482
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear00
IRS990PF/TaxablePF0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear00
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted02415
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30722
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear401740
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear504755
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus02415
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY02415
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear502340
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear02462
IRS990PF/UndistributedIncome/ExcessFromYear30722
IRS990PF/UndistributedIncome/ExcessFromYear401740
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions00
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus04802
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover07217
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
TaxesSchedule/Taxes/Amount015
TaxesSchedule/Taxes/Amount135
TaxesSchedule/Taxes/Category0MA - ANNUAL REPORT
TaxesSchedule/Taxes/Category1MA DIVISION OF PUBLIC CHARITIES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome015
TaxesSchedule/Taxes/NetInvestmentIncome135
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0311671683
ReturnHeader/Filer/Name/BusinessNameLine10SWARTZ FOUNDATION
ReturnHeader/Filer/NameControl0SWAR
ReturnHeader/Filer/Phone07814443618
ReturnHeader/Filer/USAddress/AddressLine103 WOODS END
ReturnHeader/Filer/USAddress/City0NEEDHAM
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode0024921482
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-08-20
ReturnHeader/Officer/Name0JACK SWARTZ
ReturnHeader/Officer/Phone07814443618
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-08-20
ReturnHeader/PreparerFirm/EIN0042088368
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GRAY GRAY & GRAY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1034 SOUTHWEST PARK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WESTWOOD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0020901548
ReturnHeader/Preparer/Name0DIANA T BURNS CPA
ReturnHeader/Preparer/Phone07814070300
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-20T10:30:56-05:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,590
Liabilities
$0
Net assets
$88,590
Revenue
-
Expenses
$1,000
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.09$0.15$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$0.51$0.05$0.14$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.08$0.13$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.04$0.12$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.05$0.11$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.04$0.08$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.03$0.07$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.78$0.07$0.70
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.05$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.49$0.04$0.45
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.01$0.02$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • <$500k nonprofits