Swart Wilcox Tr Uw R T Applebaugh

Oneonta, NY
Tax-exempt since Nov. 1999
EIN: 16-6468660

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$42.3k (2024)

Expenses

$15.5k (2024)

Total Assets

$249k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$42,330

Expenses

$15,548

Net Income

$26,782

Net Assets

$249,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,812	25.5%
Sales of Assets	$31,518	74.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,607	87.5%
Compensation of Officers*	$1,499	9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$249,000
Total Liabilities	$0
Net Assets	$249,000

Compensation

Key Employees and Officers	Compensation	Other
Community Bank Na (Trustee)	$1,499	$0

990-PF

Filed on May 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$13,629

Expenses

$16,238

Net Income

-$2,609

Net Assets

$222,223

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,040	66.3%
Sales of Assets	$4,589	33.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,652	90.2%
Compensation of Officers*	$1,405	8.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$222,223
Total Liabilities	$0
Net Assets	$222,223

Compensation

Key Employees and Officers	Compensation	Other
Community Bank Na (Trustee)	$1,405	$0

990-PF

Filed on May 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$15,937

Expenses

$17,661

Net Income

-$1,724

Net Assets

$224,714

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,492	53.3%
Sales of Assets	$7,445	46.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,520	87.9%
Compensation of Officers*	$1,479	8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$224,714
Total Liabilities	$0
Net Assets	$224,714

Compensation

Key Employees and Officers	Compensation	Other
Community Bank Na (Trustee)	$1,479	$0

990-PF

Filed on May 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$23,866

Expenses

$16,248

Net Income

$7,618

Net Assets

$226,609

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,460	35.4%
Sales of Assets	$15,406	64.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,509	89.3%
Compensation of Officers*	$1,559	9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$226,609
Total Liabilities	$0
Net Assets	$226,609

Compensation

Key Employees and Officers	Compensation	Other
Community Bank Na (Trustee)	$1,559	$0

990-PF

Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$8,796

Expenses

$14,500

Net Income

-$5,704

Net Assets

$219,006

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,592	97.7%
Sales of Assets	$204	2.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,925	89.1%
Compensation of Officers*	$1,452	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$219,007
Total Liabilities	$1
Net Assets	$219,006

Compensation

Key Employees and Officers	Compensation	Other
Community Bank Na (Trustee)	$1,452	$0

990-PF

Filed on May 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$8,432

Expenses

$14,617

Net Income

-$6,185

Net Assets

$224,711

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,539	18.3%
Dividends	$7,384	87.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,899	88.2%
Compensation of Officers*	$1,461	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$224,712
Total Liabilities	$1
Net Assets	$224,711

Compensation

Key Employees and Officers	Compensation	Other
Community Bank Natrust Department (Trustee)	$1,461	$0

990-PF

Filed on May 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$14,395

Expenses

$14,753

Net Income

-$358

Net Assets

$230,897

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$174	1.2%
Dividends	$8,227	57.2%
Sales of Assets	$5,994	41.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,899	87.4%
Compensation of Officers*	$1,448	9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$230,897
Total Liabilities	$0
Net Assets	$230,897

Compensation

Key Employees and Officers	Compensation	Other
Community Bank Natrust Department (Trustee)	$1,448	$0

990-PF

Filed on May 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$16,742

Expenses

$14,980

Net Income

$1,762

Net Assets

$231,255

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$49	0.3%
Dividends	$7,779	46.5%
Sales of Assets	$8,914	53.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,918	86.2%
Compensation of Officers*	$1,546	10.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$231,255
Total Liabilities	$0
Net Assets	$231,255

Compensation

Key Employees and Officers	Compensation	Other
Community Bank Natrust Department (Trustee)	$1,546	$0

990-PF

Filed on May 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$25,063

Expenses

$14,402

Net Income

$10,661

Net Assets

$229,493

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30	0.1%
Dividends	$7,789	31.1%
Sales of Assets	$17,244	68.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,914	89.7%
Compensation of Officers*	$1,261	8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$229,493
Total Liabilities	$0
Net Assets	$229,493

Compensation

Key Employees and Officers	Compensation	Other
Community Bank Natrust Department (Trustee)	$1,261	$0

990-PF

Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$10,518

Expenses

$16,082

Net Income

-$5,564

Net Assets

$218,832

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.1%
Dividends	$7,036	66.9%
Sales of Assets	$3,474	33.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,493	90.1%
Compensation of Officers*	$1,270	7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$218,832
Total Liabilities	$0
Net Assets	$218,832

Compensation

Key Employees and Officers	Compensation	Other
Community Bank Natrust Department (Trustee)	$1,270	$0

990-PF

Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$17,226

Expenses

$16,415

Net Income

$811

Net Assets

$224,396

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.1%
Dividends	$8,033	46.6%
Sales of Assets	$9,184	53.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,128	92.2%
Compensation of Officers*	$1,287	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$224,396
Total Liabilities	$0
Net Assets	$224,396

Compensation

Key Employees and Officers	Compensation	Other
Community Bank Natrust Department (Trustee)	$1,287	$0

990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$106

Expenses

$15,883

Net Income

-$15,777

Net Assets

$223,585

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	2.8%
Dividends	$8,016	> 100%
Sales of Assets	-$7,913
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,861	93.6%
Compensation of Officers*	$1,022	6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$223,585
Total Liabilities	$0
Net Assets	$223,585

Compensation

Key Employees and Officers	Compensation	Other
Community Bank Natrust Department (Trustee)	$1,022	$0

990-PF

Filed on May 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$9,752

Expenses

$18,961

Net Income

-$9,209

Net Assets

$239,361

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17	0.2%
Dividends	$8,916	91.4%
Sales of Assets	$819	8.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,613	92.9%
Compensation of Officers*	$1,348	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$239,362
Total Liabilities	$1
Net Assets	$239,361

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$8,037

Expenses

$18,839

Net Income

-$10,802

Net Assets

$248,570

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28	0.3%
Dividends	$8,661	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,676	93.8%
Compensation of Officers*	$1,163	6.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$248,571
Total Liabilities	$1
Net Assets	$248,570

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated March 23, 2026

Swart Wilcox Tr Uw R T Applebaugh

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $42.3k (2024)

Expenses $15.5k (2024)

Total Assets $249k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$42.3k (2024)

Expenses

$15.5k (2024)

Total Assets

$249k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2015

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2013

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2011

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