Nonprofit · EIN 04-6045528
GERTRUDE W & EDWARD M SWARTZ CHARITABLE TRUST
Tax-exempt · WELLESLEY, MA 02481
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $176,920 | $86,172 | $90,748 | $423,576 | $0 | $423,576 |
| November 30, 2024 | 990-PF | $171,584 | $75,868 | $95,716 | $332,828 | $0 | $332,828 |
| November 30, 2023 | 990-PF | $94,831 | $71,620 | $23,211 | $237,112 | $0 | $237,112 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $30,392
- Net gain from sales of assets
- $146,528
Expenses
- Grants and similar amounts paid
- $68,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $70,691
- Excise tax on investment income
- $2,290
Balance sheet and other
- Total assets, start of year
- $332,828
- Total assets, end of year
- $423,576
- Total liabilities, end of year
- $0
- Net assets, end of year
- $423,576
- Fair market value of assets
- $1,351,053
- Qualifying distributions
- $70,691
- Net investment income
- $176,920
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH L SWARTZ 2855 W TIPPECANOE TR, TUCSON, AZ 85745 | TRUSTEE | 1 | $0 |
| ELIZABETH J SWARTZ 641 NW 54TH ST, SEATTLE, WA 98107 | TRUSTEE | 1 | $0 |
| MICHAEL D SWARTZ 2334 WATERFORD PARK ST, MISSOURI CITY, TX 77459 | TRUSTEE | 1 | $0 |
| RICHARD J SWARTZ 2338 WATERFORD PARK ST, MISSOURI CITY, TX 77459 | TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH L SWARTZ 2855 W TIPPECANOE TR, TUCSON, AZ 85745 | TRUSTEE | 1 | $0 |
| ELIZABETH J SWARTZ 641 NW 54TH ST, SEATTLE, WA 98107 | TRUSTEE | 1 | $0 |
| MICHAEL D SWARTZ 2334 WATERFORD PARK ST, MISSOURI CITY, TX 77459 | TRUSTEE | 1 | $0 |
| RICHARD J SWARTZ 2338 WATERFORD PARK ST, MISSOURI CITY, TX 77459 | TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH L SWARTZ 2855 W TIPPECANOE TR, TUCSON, AZ 85745 | TRUSTEE | 1 | $0 |
| ELIZABETH J SWARTZ 641 NW 54TH ST, SEATTLE, WA 98107 | TRUSTEE | 1 | $0 |
| MICHAEL D SWARTZ 2334 WATERFORD PARK ST, MISSOURI CITY, TX 77459 | TRUSTEE | 1 | $0 |
| RICHARD J SWARTZ 2338 WATERFORD PARK ST, MISSOURI CITY, TX 77459 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 70 WALNUT STREET, WELLESLEY, MA 02481-2135
- In care of
- % PAUL BISHOP GILMORE REES & CARLSO
- Signed the 990-PF
- RICHARD SWARTZ, TRUSTEE
- Phone
- (781) 431-9788
- Return prepared by
- RAPHAEL AND RAPHAEL LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6045528
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1954
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $423,576
- Income (IRS master file)
- $212,308
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $176,920 | $86,172 | $423,576 | XML |
| 990-PF | November 2024 | $171,584 | $75,868 | $332,828 | XML |
| 990-PF | November 2023 | $94,831 | $71,620 | $237,112 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6045528).
Questions about GERTRUDE W & EDWARD M SWARTZ CHARITABLE TRUST
- What is the EIN of GERTRUDE W & EDWARD M SWARTZ CHARITABLE TRUST?
- The employer identification number (EIN) of GERTRUDE W & EDWARD M SWARTZ CHARITABLE TRUST is 04-6045528.
- Is GERTRUDE W & EDWARD M SWARTZ CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to GERTRUDE W & EDWARD M SWARTZ CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GERTRUDE W & EDWARD M SWARTZ CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GERTRUDE W & EDWARD M SWARTZ CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GERTRUDE W & EDWARD M SWARTZ CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of GERTRUDE W & EDWARD M SWARTZ CHARITABLE TRUST?
- The 990-PF for the year ended November 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does GERTRUDE W & EDWARD M SWARTZ CHARITABLE TRUST have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $176,920, expenses of $86,172 and total assets of $423,576 at year end.
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