Nonprofit · EIN 30-6538381
HARRY & JAN SWEERE FOUNDATION
Tax-exempt · LAKEVILLE, MN 55044
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $5,305,342 | $6,078,858 | -$773,516 | $70,422,038 | $1,396 | $70,420,642 |
| December 31, 2023 | 990-PF | $4,005,337 | $5,579,329 | -$1,573,992 | $66,611,515 | $1,396 | $66,610,119 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,035,028
- Interest
- $11
- Net gain from sales of assets
- $2,536,549
- Other income
- $1,733,754
Expenses
- Grants and similar amounts paid
- $4,194,371
- Compensation of officers, directors and key employees
- $80,000
- Disbursements for charitable purposes
- $4,370,650
- Excise tax on investment income
- $48,956
Balance sheet and other
- Total assets, start of year
- $66,611,515
- Total assets, end of year
- $70,422,038
- Total liabilities, end of year
- $1,396
- Net assets, end of year
- $70,420,642
- Fair market value of assets
- $70,422,038
- Qualifying distributions
- $4,370,650
- Net investment income
- $5,186,786
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Pamela Sweere PO Box 1319, Lakeville, MN 55044 | President/Exec Dir/Treasurer/Secretary | 40 | $80,000 | $20,000 |
| Char Nelson PO Box 1319, Lakeville, MN 55044 | Director | 0.1 | $0 | $0 |
| James Sweere PO Box 1319, Lakeville, MN 55044 | Chairperson | 0.1 | $0 | $0 |
| Mark Sweere PO Box 1319, Lakeville, MN 55044 | Vice Chairperson | 0.1 | $0 | $0 |
| Carol Hager PO Box 1319, Lakeville, MN 55044 | Director | 0.1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Pamela Sweere PO Box 1319, Lakeville, MN 55044 | President/Exec Dir/Treasurer/Secretary | 40 | $80,000 | $20,000 |
| Char Nelson PO Box 1319, Lakeville, MN 55044 | Chairperson | 0.1 | $0 | $0 |
| James Sweere PO Box 1319, Lakeville, MN 55044 | Vice Chair | 0.1 | $0 | $0 |
| Mark Sweere PO Box 1319, Lakeville, MN 55044 | Director | 0.1 | $0 | $0 |
| Carol Hager PO Box 1319, Lakeville, MN 55044 | Director | 0.1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 9857 ITERI LN, LAKEVILLE, MN 55044-3602
- Signed the 990-PF
- Pamela Sweere, President
- Phone
- (952) 221-4075
- Website
- www.sweerefoundation.org
- Return prepared by
- Eide Bailly LLP
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 | Not 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
- 30-6538381
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $70,422,038
- Income (IRS master file)
- $13,238,956
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $5,305,342 | $6,078,858 | $70,422,038 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $4,005,337 | $5,579,329 | $66,611,515 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 30-6538381).
Questions about HARRY & JAN SWEERE FOUNDATION
- What is the EIN of HARRY & JAN SWEERE FOUNDATION?
- The employer identification number (EIN) of HARRY & JAN SWEERE FOUNDATION is 30-6538381.
- Is HARRY & JAN SWEERE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to HARRY & JAN SWEERE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HARRY & JAN SWEERE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HARRY & JAN SWEERE FOUNDATION 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 HARRY & JAN SWEERE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HARRY & JAN SWEERE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $80,000 (Pamela Sweere, President/Exec Dir/Treasurer/Secretary).
- How much revenue does HARRY & JAN SWEERE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,305,342, expenses of $6,078,858 and total assets of $70,422,038 at year end.
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