Sbw Foundation

Middletown, CT
Tax-exempt since May 2004
EIN: 20-0703467

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$152k (2024)

Expenses

$91.5k (2024)

Total Assets

$483k (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

$152,162

Expenses

$91,474

Net Income

$60,688

Net Assets

$482,901

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$123	0.1%
Dividends	$11,960	7.9%
Sales of Assets	$119,618	78.6%
Other Income	$20,461	13.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,807	89.4%
Compensation of Officers*	$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	$482,901
Total Liabilities	$0
Net Assets	$482,901

Compensation

Key Employees and Officers	Compensation	Other
Christina Wasch (Trustee)	$0	$0

990-PF

Filed on May 13, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$95,818

Expenses

$76,228

Net Income

$19,590

Net Assets

$479,238

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$46	0.0%
Dividends	$10,903	11.4%
Sales of Assets	$83,680	87.3%
Other Income	$1,189	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,448	81.9%
Compensation of Officers*	$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	$479,238
Total Liabilities	$0
Net Assets	$479,238

Compensation

Key Employees and Officers	Compensation	Other
Christina Wasch (Trustee)	$0	$0

990-PF

Filed on May 14, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$53,147

Expenses

$76,394

Net Income

-$23,247

Net Assets

$455,564

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$12,989	24.4%
Sales of Assets	$37,948	71.4%
Other Income	$2,203	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,582	89.8%
Compensation of Officers*	$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	$455,564
Total Liabilities	$0
Net Assets	$455,564

Compensation

Key Employees and Officers	Compensation	Other
Christina Wasch (Trustee)	$0	$0

990-PF

Filed on May 9, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$125,436

Expenses

$63,909

Net Income

$61,527

Net Assets

$474,631

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$14,480	11.5%
Sales of Assets	$111,136	88.6%
Other Income	-$183

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,822	85.8%
Compensation of Officers*	$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	$474,631
Total Liabilities	$0
Net Assets	$474,631

Compensation

Key Employees and Officers	Compensation	Other
Christina Wasch (Trustee)	$0	$0

990-PF

Filed on May 9, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$10,164

Expenses

$65,939

Net Income

-$55,775

Net Assets

$412,943

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$8,632	84.9%
Sales of Assets	$4,485	44.1%
Other Income	-$2,958

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,200	88.3%
Compensation of Officers*	$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	$412,944
Total Liabilities	$1
Net Assets	$412,943

Compensation

Key Employees and Officers	Compensation	Other
William K Wasch (Trustee)	$0	$0
Christina Wasch (Trustee)	$0	$0

990-PF

Filed on June 17, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$57,312

Expenses

$65,418

Net Income

-$8,106

Net Assets

$450,553

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$642	1.1%
Dividends	$10,669	18.6%
Sales of Assets	$45,835	80.0%
Other Income	$166	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,609	86.5%
Compensation of Officers*	$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	$450,554
Total Liabilities	$1
Net Assets	$450,553

Compensation

Key Employees and Officers	Compensation	Other
William K Wasch (Trustee)	$0	$0
Christina Wasch (Trustee)	$0	$0

990-PF

Filed on June 5, 2020

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$49,646

Expenses

$69,551

Net Income

-$19,905

Net Assets

$465,585

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,037	2.1%
Dividends	$12,388	25.0%
Sales of Assets	$31,294	63.0%
Other Income	$4,927	9.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,822	90.3%
Compensation of Officers*	$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	$465,585
Total Liabilities	$0
Net Assets	$465,585

Compensation

Key Employees and Officers	Compensation	Other
William K Wasch (Trustee)	$0	$0
Christina Wasch (Trustee)	$0	$0

990-PF

Filed on May 13, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$163,703

Expenses

$313,523

Net Income

-$149,820

Net Assets

$485,490

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,068	0.7%
Dividends	$10,372	6.3%
Sales of Assets	$148,943	91.0%
Other Income	$3,320	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$306,955	97.9%
Compensation of Officers*	$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	$485,490
Total Liabilities	$0
Net Assets	$485,490

Compensation

Key Employees and Officers	Compensation	Other
William K Wasch (Trustee)	$0	$0
Christina Wasch (Trustee)	$0	$0

990-PF

Filed on May 23, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$197,218

Expenses

$308,473

Net Income

-$111,255

Net Assets

$635,310

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,093	0.6%
Dividends	$13,713	7.0%
Sales of Assets	$172,433	87.4%
Other Income	$9,979	5.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$298,061	96.6%
Compensation of Officers*	$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	$635,310
Total Liabilities	$0
Net Assets	$635,310

Compensation

Key Employees and Officers	Compensation	Other
William K Wasch (Trustee)	$0	$0
Christina Wasch (Trustee)	$0	$0

990-PF

Filed on May 14, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$75,783

Expenses

$88,463

Net Income

-$12,680

Net Assets

$746,565

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$892	1.2%
Dividends	$20,967	27.7%
Sales of Assets	$51,896	68.5%
Other Income	$2,028	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,950	90.4%
Compensation of Officers*	$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	$746,565
Total Liabilities	$0
Net Assets	$746,565

Compensation

Key Employees and Officers	Compensation	Other
William K Wasch (Trustee)	$0	$0
Christina Wasch (Trustee)	$0	$0

990-PF

Filed on May 15, 2016

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$51,758

Expenses

$85,004

Net Income

-$33,246

Net Assets

$759,245

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$161	0.3%
Dividends	$22,310	43.1%
Sales of Assets	$22,309	43.1%
Other Income	$6,978	13.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,445	89.9%
Compensation of Officers*	$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	$759,245
Total Liabilities	$0
Net Assets	$759,245

Compensation

Key Employees and Officers	Compensation	Other
Susan B Wasch (Trustee)	$0	$0
William K Wasch (Trustee)	$0	$0

990-PF

Filed on Nov. 3, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$180,199

Expenses

$93,977

Net Income

$86,222

Net Assets

$792,491

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,097	14.5%
Sales of Assets	$152,073	84.4%
Other Income	$2,029	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,479	86.7%
Compensation of Officers*	$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	$792,491
Total Liabilities	$0
Net Assets	$792,491

Compensation

Key Employees and Officers	Compensation	Other
Susan B Wasch (Trustee)	$0	$0
William K Wasch (Trustee)	$0	$0

990-PF

Filed on June 23, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$97,749

Expenses

$83,105

Net Income

$14,644

Net Assets

$706,268

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,999	21.5%
Sales of Assets	$76,750	78.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,371	93.1%
Compensation of Officers*	$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	$706,269
Total Liabilities	$1
Net Assets	$706,268

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$87,158

Expenses

$72,860

Net Income

$14,298

Net Assets

$944,385

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,030	23.0%
Sales of Assets	$67,128	77.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,061	92.0%
Compensation of Officers*	$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	$944,385
Total Liabilities	$0
Net Assets	$944,385

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

PDF (2 of 2)

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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.

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Sbw Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $152k (2024)

Expenses $91.5k (2024)

Total Assets $483k (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

$152k (2024)

Expenses

$91.5k (2024)

Total Assets

$483k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004