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Gertrude W & Edward M Swartz Charitable Trust

Organization summary

Type of Nonprofit

Designated as a 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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$94.8k (2023)

Expenses
$71.6k (2023)

Total Assets
$237k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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 Nov.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$94,831
Expenses
$71,620
Net Income
$23,211
Net Assets
$237,112
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,268
27.7%
Sales of Assets $68,272
72.0%
Other Income $291
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $61,696
86.1%
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 $237,112
Total Liabilities $0
Net Assets $237,112
Compensation
Key Employees and Officers Compensation Other
Deborah L Swartz (Trustee) $0 $0
Elizabeth J Swartz (Trustee) $0 $0
Michael D Swartz (Trustee) $0 $0
Richard J Swartz (Trustee) $0 $0

Document Links

Fiscal Year Ending Nov.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$43,773
Expenses
$71,578
Net Income
-$27,805
Net Assets
$213,901
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $24,765
56.6%
Sales of Assets $19,008
43.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $61,557
86.0%
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 $213,901
Total Liabilities $0
Net Assets $213,901
Compensation
Key Employees and Officers Compensation Other
Deborah L Swartz (Trustee) $0 $0
Elizabeth J Swartz (Trustee) $0 $0
Michael D Swartz (Trustee) $0 $0
Richard J Swartz (Trustee) $0 $0

Document Links

Fiscal Year Ending Nov.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,203
Expenses
$75,603
Net Income
-$19,400
Net Assets
$241,706
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,372
45.1%
Sales of Assets $30,831
54.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $63,847
84.5%
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 $241,706
Total Liabilities $0
Net Assets $241,706
Compensation
Key Employees and Officers Compensation Other
Deborah L Swartz (Trustee) $0 $0
Elizabeth J Swartz (Trustee) $0 $0
Michael D Swartz (Trustee) $0 $0
Richard J Swartz (Trustee) $0 $0

Document Links

Fiscal Year Ending Nov.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$51,683
Expenses
$55,398
Net Income
-$3,715
Net Assets
$261,105
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $24,650
47.7%
Sales of Assets $27,033
52.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,792
82.7%
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 $261,106
Total Liabilities $1
Net Assets $261,105
Compensation
Key Employees and Officers Compensation Other
Deborah L Swartz (Trustee) $0 $0
Elizabeth J Swartz (Trustee) $0 $0
Michael D Swartz (Trustee) $0 $0
Richard J Swartz (Trustee) $0 $0

Document Links

Fiscal Year Ending Nov.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,744
Expenses
$55,413
Net Income
-$12,669
Net Assets
$264,820
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,655
55.3%
Sales of Assets $19,089
44.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $43,805
79.1%
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 $264,821
Total Liabilities $1
Net Assets $264,820
Compensation
Key Employees and Officers Compensation Other
Deborah L Swartz (Trustee) $0 $0
Elizabeth J Swartz (Trustee) $0 $0
Michael D Swartz (Trustee) $0 $0
Richard J Swartz (Trustee) $0 $0

Document Links

Fiscal Year Ending Nov.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$66,200
Expenses
$56,444
Net Income
$9,756
Net Assets
$277,490
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,406
33.8%
Sales of Assets $43,794
66.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,840
74.1%
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 $277,490
Total Liabilities $0
Net Assets $277,490
Compensation
Key Employees and Officers Compensation Other
Deborah L Swartz (Trustee) $0 $0
Elizabeth J Swartz (Trustee) $0 $0
Michael D Swartz (Trustee) $0 $0
Richard J Swartz (Trustee) $0 $0

Document Links

Fiscal Year Ending Nov.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$58,363
Expenses
$55,838
Net Income
$2,525
Net Assets
$267,734
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,894
39.2%
Sales of Assets $35,469
60.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,966
80.5%
Compensation of Officers* $7,933
14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $267,734
Total Liabilities $0
Net Assets $267,734
Compensation
Key Employees and Officers Compensation Other
Paul Bishop (Trustee) $7,933 $0
Deborah L Swartz (Trustee) $0 $0
Elizabeth J Swartz (Trustee) $0 $0
Michael D Swartz (Trustee) $0 $0
Richard J Swartz (Trustee) $0 $0

Document Links

Fiscal Year Ending Nov.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,506
Expenses
$57,122
Net Income
-$30,616
Net Assets
$265,209
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,194
83.7%
Sales of Assets $4,312
16.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,775
78.4%
Compensation of Officers* $9,551
16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $265,209
Total Liabilities $0
Net Assets $265,209
Compensation
Key Employees and Officers Compensation Other
Paul Bishop (Trustee) $9,551 $0
Deborah L Swartz (Trustee) $0 $0
Elizabeth J Swartz (Trustee) $0 $0
Michael D Swartz (Trustee) $0 $0
Richard J Swartz (Trustee) $0 $0

Document Links

Fiscal Year Ending Nov.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$45,769
Expenses
$57,919
Net Income
-$12,150
Net Assets
$295,825
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,365
48.9%
Sales of Assets $23,404
51.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,228
78.1%
Compensation of Officers* $10,456
18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $295,825
Total Liabilities $0
Net Assets $295,825
Compensation
Key Employees and Officers Compensation Other
Paul Bishop (Trustee) $10,456 $0
Deborah L Swartz (Trustee) $0 $0
Elizabeth J Swartz (Trustee) $0 $0
Michael D Swartz (Trustee) $0 $0
Richard J Swartz (Trustee) $0 $0

Document Links

Fiscal Year Ending Nov.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$36,132
Expenses
$54,076
Net Income
-$17,944
Net Assets
$307,975
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,494
59.5%
Sales of Assets $14,638
40.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,100
81.6%
Compensation of Officers* $8,201
15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $307,975
Total Liabilities $0
Net Assets $307,975
Compensation
Key Employees and Officers Compensation Other
Paul Bishop (Trustee) $8,510 $0
Deborah L Swartz (Trustee) $0 $0
Elizabeth J Swartz (Trustee) $0 $0
Michael D Swartz (Trustee) $0 $0
Richard J Swartz (Trustee) $0 $0

Document Links

Fiscal Year Ending Nov.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,470
Expenses
$53,587
Net Income
-$27,117
Net Assets
$325,918
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,571
77.7%
Sales of Assets $5,899
22.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,400
77.3%
Compensation of Officers* $10,800
20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $325,919
Total Liabilities $1
Net Assets $325,918

Document Links

Fiscal Year Ending Nov.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,193
Expenses
$45,608
Net Income
-$24,415
Net Assets
$353,035
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,533
96.9%
Sales of Assets $660
3.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,882
80.9%
Compensation of Officers* $6,763
14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $353,036
Total Liabilities $1
Net Assets $353,035

Document Links

Fiscal Year Ending Nov.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,296
Expenses
$47,491
Net Income
-$17,195
Net Assets
$377,451
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,628
64.8%
Sales of Assets $10,668
35.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,191
80.4%
Compensation of Officers* $8,381
17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $377,451
Total Liabilities $0
Net Assets $377,451

Document Links

Fiscal Year Ending Nov.
2010

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Nov.
2009

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Nov.
2008

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Nov.
2007

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Nov.
2006

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Nov.
2005

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Nov.
2004

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Nov.
2003

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Nov.
2002

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Nov.
2001

No Extracted Financial Data

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

Document Links

About This Data

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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