Nonprofit · EIN 20-6217365
JAMES F SWART FOUNDATION
Tax-exempt · MADISON, WI 53703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $48,791 | $39,168 | $9,623 | $538,913 | $0 | $538,913 |
| December 31, 2024 | 990-PF | $43,352 | $36,810 | $6,542 | $529,353 | $0 | $529,353 |
| December 31, 2023 | 990-PF | $33,610 | $37,544 | -$3,934 | $522,811 | $0 | $522,811 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $16,489
- Net gain from sales of assets
- $32,272
- Other income
- $30
Expenses
- Grants and similar amounts paid
- $30,226
- Compensation of officers, directors and key employees
- $7,710
- Disbursements for charitable purposes
- $30,226
- Excise tax on investment income
- $569
Balance sheet and other
- Total assets, start of year
- $529,353
- Total assets, end of year
- $538,913
- Total liabilities, end of year
- $0
- Net assets, end of year
- $538,913
- Fair market value of assets
- $695,856
- Qualifying distributions
- $30,226
- Net investment income
- $48,791
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHNSON BANK 10 E DOTY STREET STE 800, Madison, WI 53703 | Trustee | 2 | $7,710 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHNSON BANK 1 S MAIN ST, JANESVILLE, WI 53545 | TRUSTEE | 2 | $6,495 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHNSON BANK 1 S MAIN ST, JANESVILLE, WI 53545 | TRUSTEE | 2 | $7,707 |
Address and contacts
- Address (IRS master file)
- 10 E DOTY ST STE 800, MADISON, WI 53703-5105
- In care of
- % JOHNSON BANK - TRUST DEPT TTEE
- Signed the 990-PF
- PAUL GAULKE, Officer
- Phone
- (608) 743-1594
- Return prepared by
- ERNST & YOUNG US 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-6217365
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $538,913
- Income (IRS master file)
- $98,734
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $48,791 | $39,168 | $538,913 | IRS |
| 990-PF | December 2024 | $43,352 | $36,810 | $529,353 | XML |
| 990-PF | December 2023 | $33,610 | $37,544 | $522,811 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 20-6217365).
Questions about JAMES F SWART FOUNDATION
- What is the EIN of JAMES F SWART FOUNDATION?
- The employer identification number (EIN) of JAMES F SWART FOUNDATION is 20-6217365.
- Is JAMES F SWART FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to JAMES F SWART FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES F SWART FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES F SWART FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES F SWART FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JAMES F SWART FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,710 (JOHNSON BANK, Trustee).
- How much revenue does JAMES F SWART FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $48,791, expenses of $39,168 and total assets of $538,913 at year end.
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