Nonprofit · EIN 26-6046163
SWART FAMILY FOUNDATION
Also known as NANCY C SWART TTEE
Tax-exempt · SARASOTA, FL 34231
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $636,725 | $179,087 | $457,638 | $3,511,725 | $0 | $3,511,725 |
| December 31, 2023 | 990-PF | $366,204 | $221,617 | $144,587 | $3,054,087 | $0 | $3,054,087 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $279,734
- Dividends
- $67,360
- Interest
- $7,568
- Net gain from sales of assets
- $281,911
- Other income
- $152
Expenses
- Grants and similar amounts paid
- $154,000
- Disbursements for charitable purposes
- $154,000
- Excise tax on investment income
- $5,256
Balance sheet and other
- Total assets, start of year
- $3,054,087
- Total assets, end of year
- $3,511,725
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,511,725
- Fair market value of assets
- $4,760,972
- Qualifying distributions
- $154,000
- Net investment income
- $403,222
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nancy C Swart 1435 Pine Bay Drive, Sarasota, FL 34236 | Trustee | 2 | $0 |
| Raymond E Swart 1435 Pine Bay Drive, Sarasota, FL 34236 | Trustee | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nancy C Swart 1435 Pine Bay Drive, Sarasota, FL 34236 | Trustee | 2 | $0 |
| Raymond E Swart 1435 Pine Bay Drive, Sarasota, FL 34236 | Trustee | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 1435 PINE BAY DR, SARASOTA, FL 34231-3534
- In care of
- % NANCY SWART
- Signed the 990-PF
- Nancy C Swart, Trustee
- Phone
- (941) 359-1213
- Return prepared by
- CS&L CPAS
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 | Not 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
- 26-6046163
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,511,725
- Income (IRS master file)
- $2,297,151
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $636,725 | $179,087 | $3,511,725 | XML |
| 990-PF | December 2023 | $366,204 | $221,617 | $3,054,087 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 26-6046163).
Questions about SWART FAMILY FOUNDATION
- What is the EIN of SWART FAMILY FOUNDATION?
- The employer identification number (EIN) of SWART FAMILY FOUNDATION is 26-6046163.
- Is SWART FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to SWART FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SWART FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SWART FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SWART FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SWART FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does SWART FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $636,725, expenses of $179,087 and total assets of $3,511,725 at year end.
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- THE JEWISH FEDERATION OF SARASOTA-MANATEE INC EIN 59-1227747 · last filed 990 for 2024
- LOUIS AND GLORIA FLANZER PHILANTRHOPIC TR EIN 14-6285967 · last filed 990-PF for 2024
- BRIAN AND SHEILA JELLISON FAMILY FOUNDATION EIN 83-2115946 · last filed 990-PF for 2025
All nonprofits in SARASOTA · Florida · Philanthropy, voluntarism and grantmaking foundations