Nonprofit · EIN 22-3013998
SWAN HISTORICAL FOUNDATION INC
Tax-exempt (reinstated) · PRINCETON, NJ 08542
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $71,560 | $20,557 | $51,003 | $871,061 | $0 | $871,061 |
| December 31, 2023 | 990 | $39,735 | $45,133 | -$5,398 | $820,058 | $0 | $820,058 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $16,445
- Membership dues
- $945
- Program service revenue
- $688
- Investment income
- $54,427
- Net gain from sales of assets
- $21,895
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,500
- Program services (functional)
- $17,108
- Management and general (functional)
- $3,449
Balance sheet and other
- Total assets, start of year
- $820,058
- Total assets, end of year
- $871,061
- Total liabilities, end of year
- $0
- Net assets, end of year
- $871,061
- Publicly traded securities
- $858,754
- Gross receipts
- $71,560
- Employees
- 0
- Volunteers
- 13
- Year formed
- 1990
- State of legal domicile
- NJ
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES APFFEL | TRUSTEE Trustee or director | – | $0 |
| ANTHONY D GIANNASCOLI ESQUIRE | TRUSTEE Trustee or director | – | $0 |
| ROBERT N FANELLI | TRUSTEE Trustee or director | – | $0 |
| MICHAEL S JESBERGER | TRUSTEE Trustee or director | – | $0 |
| MATTHEW SKIC | TRUSTEE Trustee or director | – | $0 |
| JIM SWAN | TRUSTEE Trustee or director | – | $0 |
| WILLIAM TRAUBEL | RECORDING SE Trustee or director | – | $0 |
| RICHARD J KANE LTC US ARMY | CHAIRMAN Officer | – | $0 |
| JAMES C BEACHELL | SECRETARY/ T Officer | – | $0 |
| DEBORAH HVIZDOS | VICE CHAIRMA Officer | – | $0 |
| HEIDI MILANO | TRUSTEE Officer | – | $0 |
| ANDREW PLUMLY | TRUSTEE Officer | – | $0 |
| ROBERT H SWAN | PRESIDENT Officer | – | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES APFFEL | TRUSTEE Trustee or director | 3 | $0 |
| ANTHONY D GIANNASCOLI ESQUIRE | TRUSTEE Trustee or director | 3 | $0 |
| ROBERT N FANELLI | TRUSTEE Trustee or director | 3 | $0 |
| MICHAEL S JESBERGER | TRUSTEE Trustee or director | 3 | $0 |
| MATTHEW SKIC | TRUSTEE Trustee or director | 3 | $0 |
| JIM SWAN | TRUSTEE Trustee or director | 3 | $0 |
| WILLIAM TRAUBEL | RECORDING SE Trustee or director | 3 | $0 |
| RICHARD J KANE LTC US ARMY | CHAIRMAN Officer | 4 | $0 |
| JAMES C BEACHELL | SECRETARY/ T Officer | 5 | $0 |
| DEBORAH HVIZDOS | VICE CHAIRMA Officer | 5 | $0 |
| HEIDI MILANO | TRUSTEE Officer | 3 | $0 |
| ANDREW PLUMLY | TRUSTEE Officer | 3 | $0 |
| ROBERT H SWAN | PRESIDENT Officer | 20 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1575, PRINCETON, NJ 08542-1575
- In care of
- % JAMES C BEACHELL SEC
- Mailing address (990-N for 2019)
- PO BOX 1575, PRINCETON NJ 085421575
- Principal officer (990 for 2024)
- JAMES C BEACHELL, 1501 ROUTE 206, SKILLMAN, NJ 08558
- Principal officer (990-N for 2019)
- JIM BEACHELL, PO BOX 1575, PRINCETON NJ 085421575
- Signed the 990
- JAMES C BEACHELL, SECRETARY/ TREASURER
- Phone
- (609) 977-4706
- Return prepared by
- NOWAK & GEHAN CPA PC
Mission
THE SWAN HISTORICAL FOUNDATION, INC. IS A NOT-FOR-PROFIT ORGANIZATION DEDICATED TO ENCOURAGING KNOWLEDGE AND APPRECIATION OF THE AMERICAN REVOLUTION FOR THE BENEFIT OF PRESENT AND FUTURE GENERATIONS. THE FOUNDATION IS THE FOUNDER AND DEVELOPER OF THE NATIONAL MUSEUM OF THE AMERICAN REVOLUTION.
Program accomplishments
- PRINTS OF PAINTINGS OF THE TEN CRUCIAL DAYS ARE PREPARED AND SOLD TO THE PUBLIC.Expenses $475 · revenue $688
- THE SWAN HISTORICAL FOUNDATION, INC. IS A NOT-FOR-PROFIT ORGANIZATION DEDICATED TO ENCOURAGING KNOWLEDGE AND APPRECIATION OF THE AMERICAN REVOLUTION FOR THE BENEFIT OF PRESENT AND FUTURE GENERATIONS. THE FOUNDATION IS THE FOUNDER AND DEVELOPER OF THE NATIONAL MUSEUM OF THE AMERICAN REVOLUTION.Expenses $16,633
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 22-3013998
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $871,061
- Income (IRS master file)
- $71,560
Revocation and reinstatement
- Exemption revoked
- May 15, 2012
- Posted by the IRS
- March 11, 2013
- Reinstated
- Effective May 15, 2012
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $71,560 | $20,557 | $871,061 | XML |
| 990 | December 2023 | $39,735 | $45,133 | $820,058 | XML |
| 990 | December 2022 | $54,992 | $8,168 | $825,456 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2019 Officer: JIM BEACHELL | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 22-3013998).
Questions about SWAN HISTORICAL FOUNDATION INC
- What is the EIN of SWAN HISTORICAL FOUNDATION INC?
- The employer identification number (EIN) of SWAN HISTORICAL FOUNDATION INC is 22-3013998.
- Is SWAN HISTORICAL FOUNDATION INC tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2012 and reinstated it effective May 15, 2012.
- Are donations to SWAN HISTORICAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SWAN HISTORICAL FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SWAN HISTORICAL FOUNDATION INC 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 SWAN HISTORICAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SWAN HISTORICAL FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names JAMES C BEACHELL.
- Who are the officers and directors of SWAN HISTORICAL FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
- How much revenue does SWAN HISTORICAL FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $71,560, expenses of $20,557 and total assets of $871,061 at year end.
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