Nonprofit · EIN 42-1280299
NORTHWOOD-SWENSRUD FUND
Tax-exempt · NORTHWOOD, IA 50459
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $33,163 | $21,431 | $11,732 | $471,962 | $0 | $471,962 |
| December 31, 2023 | 990-PF | $24,103 | $21,288 | $2,815 | $426,848 | $0 | $426,848 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $8,738
- Interest
- $15
- Net gain from sales of assets
- $24,410
Expenses
- Grants and similar amounts paid
- $19,840
- Disbursements for charitable purposes
- $19,840
- Excise tax on investment income
- $439
Balance sheet and other
- Total assets, start of year
- $426,848
- Total assets, end of year
- $471,962
- Total liabilities, end of year
- $0
- Net assets, end of year
- $471,962
- Qualifying distributions
- $19,840
- Net investment income
- $33,163
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 |
|---|---|---|---|
| John H Greve 206 N 10th Street, Northwood, IA 50459 | Sec/Treasurer | 3 | $0 |
| Ann Johnson 801 9th StNorth 21, Northwood, IA 50459 | President | 3 | $0 |
| Addie Rugland P O BOX 167, Northwood, IA 50459 | Trustee | 1 | $0 |
| Jake Urbatch P O BOX 167, Northwood, IA 50459 | Trustee | 1 | $0 |
| Stephanie Harmon 999 450th Street, Northwood, IA 50459 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John H Greve 206 N 10th Street, Northwood, IA 50459 | Sec/Treasurer | 3 | $0 |
| Ann Johnson 801 9th StNorth 21, Northwood, IA 50459 | President | 3 | $0 |
| Addie Rugland P O BOX 167, Northwood, IA 50459 | Trustee | 1 | $0 |
| Jake Urbatch P O BOX 167, Northwood, IA 50459 | Trustee | 1 | $0 |
| Stephanie Harmon 999 450th Street, Northwood, IA 50459 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 167, NORTHWOOD, IA 50459-0167
- In care of
- % JOHN GREVE
- Signed the 990-PF
- John H Greve, Sec/Treasurer
- Phone
- (641) 324-1327
- Return prepared by
- Greve Law Office
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
- 42-1280299
- 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
- 1986
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $471,962
- Income (IRS master file)
- $280,560
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $33,163 | $21,431 | $471,962 | IRS |
| 990-PF | December 2023 | $24,103 | $21,288 | $426,848 | 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 42-1280299).
Questions about NORTHWOOD-SWENSRUD FUND
- What is the EIN of NORTHWOOD-SWENSRUD FUND?
- The employer identification number (EIN) of NORTHWOOD-SWENSRUD FUND is 42-1280299.
- Is NORTHWOOD-SWENSRUD FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to NORTHWOOD-SWENSRUD FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NORTHWOOD-SWENSRUD FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NORTHWOOD-SWENSRUD 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 NORTHWOOD-SWENSRUD FUND 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 NORTHWOOD-SWENSRUD FUND?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does NORTHWOOD-SWENSRUD FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $33,163, expenses of $21,431 and total assets of $471,962 at year end.
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