Gertrude W & Edward M Swartz Charitable Trust

Gertrude W & Edward M Swartz Charitable Trust is a charitable organization in Wellesley, Massachusetts. Its tax id (EIN) is 04-6045528. It was granted tax-exempt status by IRS in July, 1954. For detailed information such as income and other financial data of Gertrude W & Edward M Swartz Charitable Trust, refer to the following table.


Profile of Gertrude W & Edward M Swartz Charitable Trust

Organization Name Gertrude W & Edward M Swartz Charitable Trust
Tax Id (EIN)04-6045528
Address 70 Walnut Street, Wellesley, MA 02481-2135
In Care of Name Paul Bishop Gilmore Rees & Carlso
All tax-exempt organizations in zip code 02481
Tax PeriodAssetIncomeRevenue
November, 2013$325,919$80,029$0
November, 2014$307,975$41,153$0
November, 2015$295,825$66,651$0
November, 2016$265,209$40,944$0
November, 2017$267,734$59,492$0
November, 2018$277,490$70,802$0
November, 2019$264,821$47,288$0
November, 2020$261,106$64,061$0
November, 2021$241,706$84,149$0
November, 2022$213,901$47,250$0
November, 2023$237,112$102,482$0
November, 2024$332,828$198,135$0
IRS Exempt Status Ruling Date July, 1954
Exempt Status Unconditional Exemption
Deductibility Contributions are deductible
Organization's purposes,
activities, & operations
Gifts, grants, or loans to other organizations
Foundation Type Private non-operating foundation
Organization Type Trust
Organization Classification Charitable Organization
Affiliation Independent - This organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Primary Return(s) Required to File 990 - Not required to file (all other)
Private Foundation Filing Requirement Need to file 990-PF return
Asset Range Reported on Form 990$100,000 to 499,999
Income Range Reported on Form 990$100,000 to 499,999
Accounting Period 11