Swart-Wilcox Tr Uw R T Applebaugh
- Assets
- $226.6k
- Revenue
- $23.9k
- Investments
- $216.8k
- Employees
- 0
- Location
- Oneonta, NY
- Founding
- 11/1999
- Data as of
- 12/2021
- EIN
- 16-6468660
Organization Overview
Swart-Wilcox Tr Uw R T Applebaugh is located in Oneonta, NY. The organization was established in 1999. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Swart-Wilcox Tr Uw R T Applebaugh is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Swart-Wilcox Tr Uw R T Applebaugh generated $23.9k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 12.4% each year . All expenses for the organization totaled $16.2k during the year ending 12/2021. While expenses have increased by 0.1% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO PROVIDE FOR THE CARE, MAINTENANCE AND PROGRAMS OF THE RESTORED SWART-WILCOX HOUSE AND LAND.
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PDF Copies of 990 Filings
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $8,460 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $15,406 |
| Capital Gain Net Income | $15,406 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $23,866 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $1,559 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $110 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $100 |
| Total operating and administrative expenses | $2,519 |
| Contributions, gifts, grants paid | $13,729 |
| Total expenses and disbursements | $16,248 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $51 |
| Savings and temporary cash investments | $9,763 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $216,795 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $226,609 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
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