Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
SWARTZ FOUNDATION TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)MAIN ST CPA 124 N MAIN ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORKED RIVER, NJ08731
A Employer identification number

22-6554026
B Telephone number (see instructions)

(609) 242-9600
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$114,460,796J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 138,269 134,824  
4 Dividends and interest from securities... 1,602,555 1,602,128  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,198,437
b Gross sales price for all assets on line 6a 2,674,118
7 Capital gain net income (from Part IV, line 2)... 2,192,966
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
550,465 540,275  
12 Total. Add lines 1 through 11........ 4,489,726 4,470,193  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
8,206 8,206   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,585 9,585   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
45,000 0   45,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
82,013 32,013   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
479,808 479,808   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 624,612 529,612   45,000
25 Contributions, gifts, grants paid....... 4,894,985 4,894,985
26 Total expenses and disbursements. Add lines 24 and 25 5,519,597 529,612   4,939,985
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,029,871
b Net investment income (if negative, enter -0-) 3,940,581
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 16,028,893 8,838,552 8,838,552
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 82,767,253 Click to see attachment
List of Attached Documents:
// Content
96,449,379 		105,622,244
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 98,796,146 105,287,931 114,460,796
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 98,796,146 105,287,931
29 Total net assets or fund balances (see instructions)..... 98,796,146 105,287,931
30 Total liabilities and net assets/fund balances (see instructions). 98,796,146 105,287,931
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
98,796,146
2
Enter amount from Part I, line 27a .....................
2
-1,029,871
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,521,656
4
Add lines 1, 2, and 3 ..........................
4
105,287,931
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
105,287,931
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 116 SHS UBER TECHNOLOGIES INC P 2017-04-25 2024-05-30
b 40 SHS UBER TECHNOLOGIES INC P 2019-06-14 2024-05-30
c 179 SHS UBER TECHNOLOGIES INC P 2017-04-25 2024-05-30
d 19 SHS UBER TECHNOLOGIES INC P 2019-06-14 2024-05-30
e 287 SHS CROWDSTRIKE HLDGS INC. P 2019-06-12 2024-03-25
143 SHS CROWDSTRIKE HLDGS INC. P 2019-06-12 2024-07-11
471 SHS CROWDSTRIKE HLDGS INC. P 2017-05-11 2024-12-24
1068 SHS COUCHBASE INC. P 2010-04-19 2024-01-25
1432 SHS COUCHBASE INC. P 2011-07-13 2024-01-25
554 SHS COUCHBASE INC. P 2011-07-13 2024-01-25
1652 SHS COUCHBASE INC. P 2013-08-21 2024-01-25
355 SHS COUCHBASE INC. P 2013-10-08 2024-01-25
75 SHS COUCHBASE INC. P 2014-03-31 2024-01-25
6 SHS COUCHBASE INC. P 2014-04-17 2024-01-25
606 SHS COUCHBASE INC. P 2014-06-16 2024-04-05
1886 SHS FRESHWORKS INC. P 2015-04-06 2024-08-29
2357 SHS FRESHWORKS INC. P 2015-04-06 2024-09-06
2357 SHS FRESHWORKS INC. P 2015-04-06 2024-09-11
2357 SHS FRESHWORKS INC. P 2015-04-06 2024-11-12
1728 SHS FRESHWORKS INC. P 2015-04-06 2024-11-12
2045 SHS FRESHWORKS INC. P 2016-11-04 2024-11-12
643 SHS FRESHWORKS INC. P 2015-09-23 2024-11-25
515 SHS FRESHWORKS INC. P 2016-09-27 2024-11-25
3772 SHS FRESHWORKS INC. P 2016-11-04 2024-11-25
1358 SHS KLAVIYO INC P 2020-11-06 2024-08-14
453 SHS KLAVIYO INC P 2020-11-06 2024-08-14
453 SHS KLAVIYO INC P 2020-11-06 2024-11-14
1358 SHS KLAVIYO INC P 2020-11-06 2024-11-14
2846 SHS UIPATH INC. P 2018-03-02 2024-10-11
THRU PARTNERSHIPS P   2024-12-31
NEW GEN TURNAROUND P   2024-12-31
THRU PARTNERSHIPS P   2024-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 7,492   204 7,288
b 2,583   534 2,049
c 1,227   316 911
d 12,788   254 12,534
e 93,319   9,761 83,558
52,607   4,864 47,743
171,809   2,681 169,128
23,931   2,643 21,288
32,087   9,009 23,078
15,028   3,490 11,538
44,811   18,507 26,304
9,630   1,038 8,592
2,034   219 1,815
163   19 144
16,438   11,254 5,184
22,263   4,431 17,832
26,617   5,538 21,079
26,241   5,538 20,703
38,530   5,537 32,993
28,252   4,058 24,194
33,434   5,597 27,837
10,553   1,044 9,509
8,452   2,615 5,837
61,905   10,323 51,582
42,355   20,581 21,774
14,129   6,865 7,264
16,183   6,865 9,318
48,514   20,581 27,933
36,070   7,679 28,391
1,647,072     1,647,072
116,854   303,636 -186,782
5,471   5,471 0
5,276     5,276
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       7,288
b       2,049
c       911
d       12,534
e       83,558
      47,743
      169,128
      21,288
      23,078
      11,538
      26,304
      8,592
      1,815
      144
      5,184
      17,832
      21,079
      20,703
      32,993
      24,194
      27,837
      9,509
      5,837
      51,582
      21,774
      7,264
      9,318
      27,933
      28,391
      1,647,072
      -186,782
      0
      5,276
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,192,966
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 54,774
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 54,774
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 54,774
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 145,777
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 145,777
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 91,003
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow91,003 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMAIN STREET CPA Telephone no.right arrow (609) 242-9600

Located atright arrow124 N MAIN STREETFORKED RIVERNJ ZIP+4right arrow08731
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
SEE ATTACHED PRESIDENT
0.00 		0 0 0
C/O BRANDYWINE 7234 LANCASTER PIKE
SUITE 300A
HOCKESSIN,DE19707
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
111,776,649
b
Average of monthly cash balances.......................
1b
9,499,316
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
121,275,965
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
121,275,965
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,819,139
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
119,456,826
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,972,841
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
5,972,841
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
54,774
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
54,774
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,918,067
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,918,067
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
5,918,067
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
4,939,985
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,939,985
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 5,918,067
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 6,356,335
b From 2020...... 9,867,948
c From 2021...... 4,691,482
d From 2022...... 1,032,420
e From 2023...... 3,164,275
f Total of lines 3a through e ........ 25,112,460
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,939,985
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 4,939,985
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 978,082 978,082
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 24,134,378
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		5,378,253
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		18,756,125
10 Analysis of line 9:
a Excess from 2020.... 9,867,948
b Excess from 2021.... 4,691,482
c Excess from 2022.... 1,032,420
d Excess from 2023.... 3,164,275
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
SEE ATTACHED
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ANTI-CORRUPTION FOUNDATION INC

75 STATE STREET SUITE 100
BOSTON,MA02109 		N/A 501(C)3 CHARITABLE CONTRIBUTION 50,000

BELLINGCAT FUND INC

PO BOX 27283
MISSION,KS66201 		N/A 501(C)3 CHARITABLE CONTRIBUTION 50,000

BETHEL AME CHURCH

40 WALK HILL STREET
JAMAICA PLAIN,MA02130 		N/A 501(C)3 CHARITABLE CONTRIBUTION 25,000

BETHEL AME CHURCH35TH ANNIVERSARY

40 WALK HILL STREET
JAMAICA PLAIN,MA02130 		N/A 501(C)3 CHARITABLE CONTRIBUTION 100,000

BOSTON COMMUNITY PEDIATRICS ORG

527 ALBANY STREET 200
BOSTON,MA02118 		N/A 501(C)3 CHARITABLE CONTRIBUTION 25,000

BOSTON PHILHARMONIC ORCHESTRA INC

236 HUNTINGTON AVE SUITE 209
BOSTON,MA02115 		N/A 501(C)3 CHARITABLE CONTRIBUTION 25,000

BOSTON PHILHARMONIC YOUTH ORCHESTRA

236 HUNTINGTON AVE SUITE 209
BOSTON,MA02115 		N/A 501(C)3 CHARITABLE CONTRIBUTION 10,000

CAMPUS CRUSADE FOR CHRIST

PO BOX 62822
ORLANDO,FL32862 		N/A 501(C)3 CHARITABLE CONTRIBUTION 2,000

CAMPUS CRUSADE FOR CHRIST

PO BOX 62822
ORLANDO,FL32862 		N/A 501(C)3 CHARITABLE CONTRIBUTION 2,000

CHRISTIAN CENTER OF PARK CITY

1283 DEER VALLEY DRIVE
PARK CITY,UT84068 		N/A 501(C)3 CHARITABLE CONTRIBUTION 25,000

CHRISTIAN CENTER OF PARK CITY

1283 DEER VALLEY DRIVE
PARK CITY,UT84068 		N/A 501(C)3 CHARITABLE CONTRIBUTION 25,000

CHRISTIAN CENTER OF PARK CITY

1283 DEER VALLEY DRIVE
PARK CITY,UT84068 		N/A 501(C)3 CHARITABLE CONTRIBUTION 25,000

CHRISTIAN CENTER OF PARK CITY

1283 DEER VALLEY DRIVE
PARK CITY,UT84068 		N/A 501(C)3 CHARITABLE CONTRIBUTION 25,000

CIRCUIT ARTS

PO BOX 3000 PMB 3175
WEST TISBURY,MA02575 		N/A 501(C)3 CHARITABLE CONTRIBUTION 50,000

CIRCUIT ARTS

PO BOX 3000 PMB 3175
WEST TISBURY,MA02575 		N/A 501(C)3 CHARITABLE CONTRIBUTION 25,000

COMPUTER HISTORY MUSEUM

1401 N SHORELINE BLVD
MOUNTAIN VIEW,CA94043 		N/A 501(C)3 CHARITABLE CONTRIBUTION 50,000

EDINBORO UNIVERSITY

219 MEADVILLE STREET
EDINBORO,PA16444 		N/A 501(C)3 CHARITABLE CONTRIBUTION 5,000

EGYPTIAN THEATER

328 MAIN STREET
PARK CITY,UT84060 		N/A 501(C)3 CHARITABLE CONTRIBUTION 5,000

EMO AND CIV HELP THE WORLD CORP

462 WEST BROADWAY
NEW YORK,NY10012 		N/A 501(C)3 CHARITABLE CONTRIBUTION 5,000

FEATHERSTONE CENTER FOR THE ARTS

PO BOX 1145
OAK BLUFFS,MA02557 		N/A 501(C)3 CHARITABLE CONTRIBUTION 500

GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION

3939 CAMPBELL AVENUE
ARLINGTON,VA22206 		N/A 501(C)3 CHARITABLE CONTRIBUTION 100,000

GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION

3939 CAMPBELL AVENUE
ARLINGTON,VA22206 		N/A 501(C)3 CHARITABLE CONTRIBUTION 100,000

HARBOR HOMES OF MV

PO BOX 4795
VINEYARD HAVEN,MA02568 		N/A 501(C)3 CHARITABLE CONTRIBUTION 10,000

HARVARD DIVINITY SCHOOL

124 MOUNT AUBURN STREET
CAMBRIDGE,MA02138 		N/A 501(C)3 CHARITABLE CONTRIBUTION 25,000

IGREJA EVANGELICA ASSEMBLEIA DE DEUS SEMEAR INC

PO BOX 1251
VINEYARD HAVEN,MA02568 		N/A 501(C)3 CHARITABLE CONTRIBUTION 10,000

INTERNATIONAL JUSTICE MISSION

PO BOX 96961
WASHINGTON,DC20090 		N/A 501(C)3 CHARITABLE CONTRIBUTION 2,500,000

INTERNATIONAL JUSTICE MISSION

PO BOX 96961
WASHINGTON,DC20090 		N/A 501(C)3 CHARITABLE CONTRIBUTION 100,000

JIGSAW EDUCATIONAL PRODUCTIONS INC

26 BROADWAY SUITE 1301
NEW YORK,NY10004 		N/A 501(C)3 CHARITABLE CONTRIBUTION 5,000

KPCW

PO BOX 1372
PARK CITY,UT84060 		N/A 501(C)3 CHARITABLE CONTRIBUTION 1,000

MARTHA'S VINEYARD HOSPITAL

PO BOX 1477
OAK BLUFFS,MA02557 		N/A 501(C)3 CHARITABLE CONTRIBUTION 5,000

MUSEUM OF FINE ARTS BOSTON

465 HUNTINGTON AVENUE
BOSTON,MA02115 		N/A 501(C)3 CHARITABLE CONTRIBUTION 12,000

MV COMMUNITY SERVICES

111 EDGARTOWN ROAD
VINEYARD HAVEN,MA02568 		N/A 501(C)3 CHARITABLE CONTRIBUTION 10,000

MV YOUTH

PO BOX 65
CHILMARK,MA02535 		N/A 501(C)3 CHARITABLE CONTRIBUTION 25,000

NATIONAL KIDNEY DONATION ORGANIZATION

11 HARBOR BLUFF LANE
NORWALK,CT06853 		N/A 501(C)3 CHARITABLE CONTRIBUTION 10,000

NATIONAL MUSEUM OF WOMEN IN THE ARTS

1250 NEW YORK AVENUE NW
WASHINGTON,DC20005 		N/A 501(C)3 CHARITABLE CONTRIBUTION 2,500

NATIONAL MUSEUM OF WOMEN IN THE ARTS

1250 NEW YORK AVENUE NW
WASHINGTON,DC20005 		N/A 501(C)3 CHARITABLE CONTRIBUTION 500,000

PAN MASS CHALLENGE

77 4TH AVE
NEEDHAM,MA02494 		N/A 501(C)3 CHARITABLE CONTRIBUTION 5,000

PANORAMA GLOBAL

2101 4TH AVENUE SUITE 2100
SEATTLE,WA98121 		N/A 501(C)3 CHARITABLE CONTRIBUTION 100,000

PARTNERS FOR JUSTICE

360 CABRINI BOULEVARD NO 8K
NEW YORK,NY10040 		N/A 501(C)3 CHARITABLE CONTRIBUTION 100,000

PBS UTAH

PO BOX 27283
SALT LAKE CITY,UT84127 		N/A 501(C)3 CHARITABLE CONTRIBUTION 10,000

SAIL MV

110 MAIN STREET PO BOX 1998
VINEYARD HAVEN,MA02568 		N/A 501(C)3 CHARITABLE CONTRIBUTION 1,000

SALT LAKE CHRISTIAN FELLOWSHIP

615 EAST SEGO LILY DRIVE
SANDY,UT84070 		N/A 501(C)3 CHARITABLE CONTRIBUTION 5,000

SHINING HOPE FOR COMMUNITIES

175 VARICK STREET 5TH FLOOR
NEW YORK,NY10014 		N/A 501(C)3 CHARITABLE CONTRIBUTION 12,000

STILLPOINT MARTHAS VINEYARD INC

PO BOX 142
CHILMARK,MA02535 		N/A 501(C)3 CHARITABLE CONTRIBUTION 10,000

SUNDANCE INSTITUTE

PO BOX 684429
PARK CITY,UT84068 		N/A 501(C)3 CHARITABLE CONTRIBUTION 84,885

SUNDANCE INSTITUTE

PO BOX 684429
PARK CITY,UT84068 		N/A 501(C)3 CHARITABLE CONTRIBUTION 47,000

THE BIOLOGICAL MEDICINE INSTITUTE

111 CHESTNUT STREET
PROVIDENCE,RI02903 		N/A 501(C)3 CHARITABLE CONTRIBUTION 50,000

THE ISLAND AUTISM GROUP INC

PO BOX 2786
EDGARTOWN,MA02539 		N/A 501(C)3 CHARITABLE CONTRIBUTION 10,000

THE MEMORIAL CHURCH OF HARVARD UNIVERSITY

PO BOX 419209
BOSTON,MA02241 		N/A 501(C)3 CHARITABLE CONTRIBUTION 10,000

THE METROPOLITAN MUSEUM OF ART

1000 FIFTH AVENUE
NEW YORK,NY10028 		N/A 501(C)3 CHARITABLE CONTRIBUTION 25,000

THE NATURE CONSERVANCY OF UTAH

559 EAST SOUTH TEMPLE
SALT LAKE CITY,UT84102 		N/A 501(C)3 CHARITABLE CONTRIBUTION 25,000

THE RIVENDELL INSTITUTE

291 EDWARDS ST
NEW HAVEN,CT06511 		N/A 501(C)3 CHARITABLE CONTRIBUTION 5,000

THE TRINITY FORUM

2011 PENNSYLVANIA AVENUE NW SUITE
250
WASHINGTON,DC20006 		N/A 501(C)3 CHARITABLE CONTRIBUTION 1,000

THE VINEYARD PLAYHOUSE

PO BOX 2452
VINEYARD HAVEN,MA02568 		N/A 501(C)3 CHARITABLE CONTRIBUTION 10,000

UNITED STATES SKI & SNOWBOARD TEAM FOUNDATION

PO BOX 100
PARK CITY,UT84060 		N/A 501(C)3 CHARITABLE CONTRIBUTION 28,000

US SKI & SNOWBOARD ASSOCIATION

PO BOX 100
PARK CITY,UT84060 		N/A 501(C)3 CHARITABLE CONTRIBUTION 56,000

UTAH FILM CENTER

122 SOUTH MAIN STREET
SALT LAKE CITY,UT84101 		N/A 501(C)3 CHARITABLE CONTRIBUTION 4,600

UTAH FILM CENTER

122 SOUTH MAIN STREET
SALT LAKE CITY,UT84101 		N/A 501(C)3 CHARITABLE CONTRIBUTION 5,000

UTAH FILM CENTER

122 SOUTH MAIN STREET
SALT LAKE CITY,UT84101 		N/A 501(C)3 CHARITABLE CONTRIBUTION 50,000

UTAH SYMPHONY & OPERA

123 WEST SOUTH TEMPLE
SALT LAKE CITY,UT84101 		N/A 501(C)3 CHARITABLE CONTRIBUTION 10,000

UTAH SYMPHONY & OPERA

123 WEST SOUTH TEMPLE
SALT LAKE CITY,UT84101 		N/A 501(C)3 CHARITABLE CONTRIBUTION 5,000

VGC FOUNDATION

PO BOX 96961
EDGARTOWN,MA02539 		N/A 501(C)3 CHARITABLE CONTRIBUTION 500

VINEYARD HOUSE INC

PO BOX 4599
VINEYARD HAVEN,MA02568 		N/A 501(C)3 CHARITABLE CONTRIBUTION 10,000

VINEYARD PRESERVATION TRUST

PO BOX 5277 99 MAIN STREET
EDGARTOWN,MA02539 		N/A 501(C)3 CHARITABLE CONTRIBUTION 100,000

WOMEN IN FILM & VIDEO INC

921 PENNSYLVANIA AVENUE SE
WASHINGTON,DC20003 		N/A 501(C)3 CHARITABLE CONTRIBUTION 50,000

YMCA OF MARTHA'S VINEYARD INC

PO BOX 881
VINEYARD HAVEN,MA02568 		N/A 501(C)3 CHARITABLE CONTRIBUTION 100,000

YMCA OF MARTHA'S VINEYARD INC

PO BOX 881
VINEYARD HAVEN,MA02568 		N/A 501(C)3 CHARITABLE CONTRIBUTION 20,000
Total .................................right arrow 3a 4,894,985
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		900099 3,445 14 134,824  
4 Dividends and interest from securities .... 900099 427 14 1,602,128  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income ..... 900099 9,943 14 540,275 247
8 Gain or (loss) from sales of assets other than
inventory ............ 		900099 5,471 18 2,192,966  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 19,286 4,470,193 247
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,489,726
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
7 TAX EXEMPT INCOME FROM K1
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
SWARTZ FOUNDATION TRUST
EIN:
22-6554026
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 9,585 9,585   0

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
SWARTZ FOUNDATION TRUST
EIN:
22-6554026
Statement:
WE ARE AN EXEMPT CHARITY NOT REQUIRED TO REGISTER.

TY 2024 InvestmentsOtherSchedule2
Name:
SWARTZ FOUNDATION TRUST
EIN:
22-6554026
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
16 SHOTS FKA THE BLUE WALL AT COST 1,937 1,937
ACCEL EUROPE INVESTORS 2005 LLC AT COST 63,566 40,802
ACCEL GROWTH FUND INVESTORS 2012 LLC AT COST 68,222 104,959
ACCEL GROWTH FUND INVESTORS 2013 LLC AT COST 645,763 1,729,032
ACCEL GROWTH FUND INVESTORS 2014 LLC AT COST 962,798 1,998,332
ACCEL GROWTH FUND INVESTORS 2016 LLC AT COST 1,022,372 2,123,019
ACCEL GROWTH FUND V INVESTORS (2019) L.L.C. AT COST 2,503,201 4,675,034
ACCEL GROWTH FUND VI INVESTORS (2021) L.P. AT COST 2,192,532 2,305,372
ACCEL INDIA IV INVESTORS LLC AT COST 512,050 2,643,562
ACCEL INDIA V INVESTORS LLC AT COST 961,239 2,993,264
ACCEL INDIA VI INVESTORS (2019) LLC AT COST 840,373 1,042,893
ACCEL INDIA VII INVESTORS (2022) LLC AT COST 515,836 526,477
ACCEL INVESTORS 2005 LLC AT COST 74,479 49,230
ACCEL INVESTORS 2007 LLC AT COST 87,454 114,240
ACCEL INVESTORS 2008 LLC AT COST 201,078 209,388
ACCEL INVESTORS 2010 LLC AT COST 205,779 321,455
ACCEL INVESTORS 2012 LLC AT COST 98,022 230,310
ACCEL INVESTORS 2013 LLC AT COST 204,433 968,591
ACCEL INVESTORS 2014 LLC AT COST 516,247 5,049,472
ACCEL INVESTORS 2016 LLC AT COST 519,256 1,596,316
ACCEL INVESTORS '98 L.P. AT COST 151,542 32,356
ACCEL LEADERS FUND 3 INVESTORS (2020) L.P. AT COST 3,543,975 3,577,949
ACCEL LEADERS FUND 4 INVESTORS (2022) L.P. AT COST 1,081,079 1,126,380
ACCEL LEADERS FUND II INVESTORS (2019) L.L.C. AT COST 855,991 1,138,643
ACCEL LEADERS FUND INVESTORS 2016 L.L.C. AT COST 202,022 2,009,296
ACCEL LONDON INVESTORS 2006 LLC AT COST 20,425 6,678
ACCEL LONDON INVESTORS 2007 LLC AT COST 46,264 592,106
ACCEL LONDON INVESTORS 2008 LLC AT COST 15,232 19,823
ACCEL LONDON INVESTORS 2016 LLC AT COST 1,291,489 5,891,217
ACCEL LONDON VI INVESTORS (2019) L.P. AT COST 653,901 1,976,394
ACCEL LONDON VI INVESTORS (2020) L.P. AT COST 796,755 928,351
ACCEL LONDON VII INVESTORS (2021) L.P. AT COST 632,043 696,921
ACCEL LONDON VIII INVESTORS (2024) L.P. AT COST 167,969 167,760
ACCEL XIV INVESTORS (2019) L.L.C. AT COST 732,714 1,357,373
ACCEL XV INVESTORS (2021) L.L.C. AT COST 545,768 638,753
ACCEL XVI INVESTORS (2024) L.L.C. AT COST 24,771 24,771
ACCEL-KKR IV INVESTORS LLC AT COST 367,309 209,332
AILEY AT COST 850 850
ATHLETE A AT COST 11,975 11,975
BATHTUBS OVER BROADWAY FKA UNTITLED INDUSTRIAL MUSICALS PROJECT AT COST 8,924 8,924
BISBEE '17 AT COST 10,391 10,391
BLOOD ANTIQUITIES AT COST 4,348 4,348
BNU PRODUCTIONS LLC - UNTITLED PROJECT AT COST 200,000 200,000
DEATH BY DESIGN AT COST 4,090 4,090
DEFIANT FILM AT COST 200,000 200,000
DINA AT COST 4,270 4,270
DYSTOPIA AT COST 300,000 300,000
FACING WAR AT COST 150,000 150,000
FATHERS AND SONS AT COST 628 628
FLY FILM AT COST 1 1
GAUCHO GAUCHO AT COST 200,000 200,000
GIVING VOICE FKA UNTILTED AUGUST WILSON PROJECT AT COST 12,248 12,248
GOING VARSITY IN MARIACHI AT COST 7,656 7,656
HARVEST MLP INCOME FUND II LLC AT COST 2,153,007 0
HAVANA MOTOR CLUB FKA AGAINST THE CLOCK AT COST 10,822 10,822
HOLLYWOOD GATE AT COST 200,000 200,000
HUNGER STORY AT COST 3,226 3,226
ICARUS AT COST 37,426 37,426
ICARUS 2 - DIRECT INVESTMENTS AT COST 400,000 400,000
IDG-ACCEL CHINA III INVESTORS L.P. AT COST 561,942 564,465
IDG-ACCEL CHINA INVESTORS II L.P. AT COST 202,785 209,237
IDG-ACCEL CHINA INVESTORS L.P. AT COST 59,456 59,542
IMPACT PARTNERS DEVELOPMENT PROJECTS AT COST 13,571 13,571
INSHA'ALLAH DEMOCRACY FKA PRIDE AT COST 12,597 12,597
INSOLVE GLOBAL CREDIT FEEDER FUND IV AIV, LP AT COST 9,708 0
JUNIPER HILL CAPITAL FUND LP AT COST 3,806,440 0
KEO FILMS LIMITED AT COST 169,887 169,887
MARLEE MATLIN NOT ALONE ANYMORE AT COST 6,944 6,944
MCP IV (A) INVESTORS LLC AT COST 46,279 39,286
MISTRESS DISPELLER AT COST 16,667 16,667
NIGHT SCHOOL AT COST 299 299
NO MAN'S LAND FKA ME THE PEOPLE AT COST 13,631 13,631
OUR NEW PRESIDENT AT COST 63,576 63,576
PACIFIC-STARBUCK, LLC AT COST 3,984 113,495
PASSION DOCS LTD - PROMISSORY NOTE FOR ASSASINATION AT COST 150,000 150,000
PCV INVESTMENT PARTNERS III LLC AT COST 14,733 14,733
PROJECT ME AT COST 150,000 150,000
PUBLIC MARKETS, LLC AT COST 10,761,461 0
SCS PARTNERS (STATE STREET CUSTODY ACCT) AT COST 52,297,815 52,297,815
SEMBENE! AT COST 1,729 1,729
SHOOTING THE MAFIA AT COST 15,388 15,388
SONG OF LAHORE FKA SOUNDS OF SACHAL AT COST 4,164 4,164
STROM PICTURES APS AT COST 33,333 33,333
SUGARCANE AT COST 241 241
THE BELLWETHER FKA UNTITLED CLAY TWEEL PROJECT AT COST 265,954 265,954
THE C WORD FKA A MATTER OF LIFE AT COST 2,670 2,670
THE CRASH REEL AT COST 101 101
THE EMPIRE OF EBONY AT COST 150,000 150,000
THE EVIL WE KNOW AT COST 12,000 12,000
THE FEELING OF BEING WATCHED AT COST 4,295 4,295
THE FOURTH ESTATE AT COST 4,260 4,260
THE GRAB AT COST 8,333 8,333
THE HARVEST AT COST 150,000 150,000
THE RIVER AT COST 8,333 8,333
UNTITLED MICHAEL BRODY PROJECT AT COST 13,462 13,462
UNTITLED PARKLAND PROJECT AT COST 17,593 17,593
UNTITLED VACCINE RACE PROJECT AT COST 150,000 150,000

TY 2024 LegalFeesSchedule
Name:
SWARTZ FOUNDATION TRUST
EIN:
22-6554026
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 8,206 8,206   0


TY 2024 OtherExpensesSchedule
Name:
SWARTZ FOUNDATION TRUST
EIN:
22-6554026
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
THRU PARTNERSHIPS 320,106 320,106   0
INVESTMENT FEES 159,702 159,702   0


TY 2024 OtherIncomeSchedule2
Name:
SWARTZ FOUNDATION TRUST
EIN:
22-6554026
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ORD INCOME (LOSS) THRU PARTNERSHIPS 540,275 540,275 540,275
ORD INCOME (LOSS) THRU PARTNERSHIPS 247 0 247
ORD INCOME (LOSS) THRU PARTNERSHIPS 9,943 0 9,943


TY 2024 OtherIncreasesSchedule
Name:
SWARTZ FOUNDATION TRUST
EIN:
22-6554026
Description Amount
ADJUSTMENT TO INVESTMENT COSTS-UNREALIZED 7,521,656


TY 2024 OtherProfessionalFeesSchedule
Name:
SWARTZ FOUNDATION TRUST
EIN:
22-6554026
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 45,000 0   45,000


TY 2024 TaxesSchedule
Name:
SWARTZ FOUNDATION TRUST
EIN:
22-6554026
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES THRU PARTNERSHIPS 26,569 26,569   0
FOREIGN TAXES THRU FIDELITY 5,444 5,444   0
FEDERAL EXCISE TAXES 50,000 0   0