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Nonprofit · EIN 34-1273093

WILLIAM SWANSTON CHARITABLE FUND

Tax-exempt · YOUNGSTOWN, OH 44503

Financials

$43K$473K2023$629K$484K2024
Revenue Expenses · by fiscal year end
Financials of WILLIAM SWANSTON CHARITABLE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$628,632$483,663$144,969$9,440,694$0$9,440,694
December 31, 2023990$42,909$472,576-$429,667$8,541,574$0$8,541,574
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$628,632
Net gain from sales of assets
$444,838
Other revenue
$0

Expenses

Grants and similar amounts paid
$385,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$444,216
Management and general (functional)
$39,447

Balance sheet and other

Total assets, start of year
$8,541,574
Total assets, end of year
$9,440,694
Total liabilities, end of year
$0
Net assets, end of year
$9,440,694
Publicly traded securities
$9,322,877
Net assets with donor restrictions
$9,440,694
Gross receipts
$2,664,173
Employees
0
Volunteers
6
Year formed
1978
State of legal domicile
OH

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.

NameTitleHours / weekCompensation
MICHELLE SCHMADERTRUSTEE
Trustee or director
1$0
JOYCE BALDWINTRUSTEE
Trustee or director
1$0
KEVIN YT CHIUSECRETARY
Trustee or director, Officer
1$0
ERNEST BROWNCHAIR
Trustee or director, Officer
1$0
ERICA HORNERTRUSTEE
Trustee or director
1$0
CHRISTINE JENKINSVICE CHAIR
Trustee or director, Officer
1$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
LOREE RICHARDSONVICE CHAIR
Trustee or director, Officer
1$0
MATTHEW RIESTRUSTEE
Trustee or director
1$0
KEVIN YT CHIUSECRETARY
Trustee or director, Officer
1$0
ERNEST BROWNCHAIR
Trustee or director, Officer
1$0
ERICA HORNERTRUSTEE
Trustee or director
1$0
CRISSI JENKINSTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
201 E COMMERCE ST STE 150, YOUNGSTOWN, OH 44503-1655
In care of
% HUNTINGTON NATIONAL BANK
Principal officer (990 for 2024)
CASEY KRELL, 201 EAST COMMERCE STREET 150, YOUNGSTOWN, OH 44503
Signed the 990
CASEY KRELL, PRESIDENT
Phone
(330) 743-5555
Return prepared by
HILL BARTH & KING LLC

Mission

THE CORPORATION IS ORGANIZED AND OPERATED TO MAKE DISTRIBUTIONS WHICH CARRY OUT THE CHARITABLE PURPOSES OF THE COMMUNITY FOUNDATION OF THE MAHONING VALLEY, WHO ALSO PROVIDE SUPPORT AND ASSISTANCE TO ABUSED, NEGLECTED AND DEPENDENT CHILDREN OF MAHONING VALLEY, OHIO.

990 for the year ended December 31, 2024

Program accomplishments

  • THE ORGANIZATION PROVIDES SUPPORT AND ASSISTANCE TO ABUSED, NEGLECTED AND DEPENDENT CHILDREN OF THE MAHONING VALLEY. DISTRIBUTIONS ARE APPROVED BY THE TRUSTEES. THE NUMBER OF PERSONS SERVED IS APPROXIMATELY 100 PEOPLE.
    Expenses $444,216 · grants $385,000

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
34-1273093
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1979
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P123)
Assets (IRS master file)
$9,440,694
Income (IRS master file)
$2,664,173

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$628,632$483,663$9,440,694IRS
990December 2023$42,909$472,576$8,541,574XML
990December 2022$361,863$435,578$7,748,448IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––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 34-1273093).

Questions about WILLIAM SWANSTON CHARITABLE FUND

What is the EIN of WILLIAM SWANSTON CHARITABLE FUND?
The employer identification number (EIN) of WILLIAM SWANSTON CHARITABLE FUND is 34-1273093.
Is WILLIAM SWANSTON CHARITABLE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
Are donations to WILLIAM SWANSTON CHARITABLE FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does WILLIAM SWANSTON CHARITABLE FUND 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 WILLIAM SWANSTON CHARITABLE FUND 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 WILLIAM SWANSTON CHARITABLE FUND 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 WILLIAM SWANSTON CHARITABLE FUND?
The 990 for the year ended December 31, 2024 names CASEY KRELL.
Who are the officers and directors of WILLIAM SWANSTON CHARITABLE FUND?
The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does WILLIAM SWANSTON CHARITABLE FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $628,632, expenses of $483,663 and total assets of $9,440,694 at year end.

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