Nonprofit · EIN 30-6267096
HENRY E SWEET TR
Also known as WARREN W STEVENS TTEE
Tax-exempt · MOORESTOWN, NJ 08057
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $31,436 | $34,163 | -$2,727 | $342,129 | $0 | $342,129 |
| December 31, 2024 | 990-PF | $35,250 | $20,529 | $14,721 | $344,856 | $0 | $344,856 |
| December 31, 2023 | 990-PF | $60,656 | $24,546 | $36,110 | $330,135 | $0 | $330,135 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $575
- Dividends
- $30,861
Expenses
- Grants and similar amounts paid
- $33,481
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $34,163
- Excise tax on investment income
- $419
Balance sheet and other
- Total assets, start of year
- $344,856
- Total assets, end of year
- $342,129
- Total liabilities, end of year
- $0
- Net assets, end of year
- $342,129
- Fair market value of assets
- $622,889
- Qualifying distributions
- $34,163
- Net investment income
- $30,861
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Warren W Stevens 475 Windrow Clusters Drive, Moorestown, NJ 08057 | Trustee | 2 | $0 |
| William D Selden V 5109 W Franklin Street, Richmond, VA 23173 | Trustee | 2 | $0 |
| William J McManimen 1219 Lois Road, Maple Glen, PA 19002 | Trustee | 2 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Warren W Stevens 475 Windrow Clusters Drive, Moorestown, NJ 08057 | Trustee | 2 | $0 |
| William D Selden V 5109 W Franklin Street, Richmond, VA 23173 | Trustee | 2 | $0 |
| William J McManimen 1219 Lois Road, Maple Glen, PA 19002 | Trustee | 2 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Warren W Stevens 475 Windrow Clusters Drive, Moorestown, NJ 08057 | Trustee | 2 | $0 |
| William D Selden V 5109 W Franklin Street, Richmond, VA 23173 | Trustee | 2 | $0 |
| William J McManimen 1219 Lois Road, Maple Glen, PA 19002 | Trustee | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 475 WINDROW CLUSTERS DR, MOORESTOWN, NJ 08057-4307
- In care of
- % WARREN W STEVENS
- Signed the 990-PF
- Warren W Stevens, Trustee
- Phone
- (609) 922-0163
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 | 990-PF 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
- 30-6267096
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $342,129
- Income (IRS master file)
- $31,436
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $31,436 | $34,163 | $342,129 | IRS |
| 990-PF | December 2024 | $35,250 | $20,529 | $344,856 | IRS |
| 990-PF | December 2023 | $60,656 | $24,546 | $330,135 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 30-6267096).
Questions about HENRY E SWEET TR
- What is the EIN of HENRY E SWEET TR?
- The employer identification number (EIN) of HENRY E SWEET TR is 30-6267096.
- Is HENRY E SWEET TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to HENRY E SWEET TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HENRY E SWEET TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HENRY E SWEET TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HENRY E SWEET TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HENRY E SWEET TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HENRY E SWEET TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $31,436, expenses of $34,163 and total assets of $342,129 at year end.
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