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Nonprofit · EIN 41-6075860

HAROLD W SWEATT FOUNDATION

Tax-exempt · BIG SKY, MT 59716

Financials

$234K$291K2023$347K$312K2024$456K$337K2025
Revenue Expenses · by fiscal year end
Financials of HAROLD W SWEATT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2026990-PF$456,486$337,373$119,113$3,324,739$0$3,324,739
February 28, 2025990-PF$347,009$312,225$34,784$3,208,775$0$3,208,775
February 29, 2024990-PF$234,226$291,200-$56,974$3,177,303$0$3,177,303
Financial details: 990-PF for the year ended February 28, 2026

Revenue

Dividends
$87,219
Interest
$25,549
Net gain from sales of assets
$343,692
Other income
$26

Expenses

Grants and similar amounts paid
$264,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$278,468
Excise tax on investment income
$5,571

Balance sheet and other

Total assets, start of year
$3,208,775
Total assets, end of year
$3,324,739
Total liabilities, end of year
$0
Net assets, end of year
$3,324,739
Fair market value of assets
$6,130,580
Qualifying distributions
$278,468
Net investment income
$456,486

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 February 28, 2026, highest compensation first.

NameTitleHours / weekCompensation
IAN M REED
PO BOX 161447, BIG SKY, MT 59716
CO-TRUSTEE1$0
WILLIAM S REED
PO BOX 161447, BIG SKY, MT 59716
CO-TRUSTEE1$0
HAROLD S REED
PO BOX 161447, BIG SKY, MT 59716
CO-TRUSTEE1$0
LACHLAN W REED
PO BOX 161447, BIG SKY, MT 59716
CO-TRUSTEE1$0
MARK H REED
PO BOX 161447, BIG SKY, MT 59716
CO-TRUSTEE1$0
AIDA REED LUCE
PO BOX 161447, BIG SKY, MT 59716
CO-TRUSTEE1$0
990-PF for the year ended February 28, 2025: 6 people
NameTitleHours / weekCompensation
IAN M REED
PO BOX 161447, BIG SKY, MT 59716
CO-TRUSTEE1$0
WILLIAM S REED
PO BOX 161447, BIG SKY, MT 59716
CO-TRUSTEE1$0
HAROLD S REED
PO BOX 161447, BIG SKY, MT 59716
CO-TRUSTEE1$0
LACHLAN W REED
PO BOX 161447, BIG SKY, MT 59716
CO-TRUSTEE1$0
MARK H REED
PO BOX 161447, BIG SKY, MT 59716
CO-TRUSTEE1$0
AIDA REED LUCE
PO BOX 161447, BIG SKY, MT 59716
CO-TRUSTEE1$0
990-PF for the year ended February 29, 2024: 6 people
NameTitleHours / weekCompensation
IAN M REED
PO BOX 161447, BIG SKY, MT 59716
CO-TRUSTEE1$0
WILLIAM S REED
PO BOX 161447, BIG SKY, MT 59716
CO-TRUSTEE0$0
HAROLD S REED
PO BOX 161447, BIG SKY, MT 59716
CO-TRUSTEE1$0
LACHLAN W REED
PO BOX 161447, BIG SKY, MT 59716
CO-TRUSTEE1$0
MARK H REED
PO BOX 161447, BIG SKY, MT 59716
CO-TRUSTEE1$0
AIDA REED LUCE
PO BOX 161447, BIG SKY, MT 59716
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 161447, BIG SKY, MT 59716-1447
Signed the 990-PF
WILLIAM S REED, CO-TRUSTEE
Phone
(406) 995-3367
Return prepared by
BOMBERG HANSON & ASSOCIATES LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026990-PF on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
41-6075860
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
1968
Accounting year ends
February
Files
Form 990-PF
Assets (IRS master file)
$3,324,739
Income (IRS master file)
$2,364,180

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2026$456,486$337,373$3,324,739XML
990-PFFebruary 2025$347,009$312,225$3,208,775IRS
990-PFFebruary 2024$234,226$291,200$3,177,303XML
990-PFFebruary 2023–––IRS
990-PFFebruary 2022–––IRS
990-PFFebruary 2021–––IRS
990-PFFebruary 2020–––IRS
990-PFFebruary 2019–––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 41-6075860).

Questions about HAROLD W SWEATT FOUNDATION

What is the EIN of HAROLD W SWEATT FOUNDATION?
The employer identification number (EIN) of HAROLD W SWEATT FOUNDATION is 41-6075860.
Is HAROLD W SWEATT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to HAROLD W SWEATT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HAROLD W SWEATT FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HAROLD W SWEATT FOUNDATION due?
The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HAROLD W SWEATT FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended February 2026.
Who are the officers and directors of HAROLD W SWEATT FOUNDATION?
The 990-PF for the year ended February 28, 2026 lists 6 people; 0 received compensation from the organization.
How much revenue does HAROLD W SWEATT FOUNDATION have?
On its 990-PF for the year ended February 28, 2026 it reported revenue of $456,486, expenses of $337,373 and total assets of $3,324,739 at year end.

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