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Nonprofit · EIN 42-6061933

SIDNEY A SWENSRUD SCHOLARSHIP FUND

Tax-exempt · NORTHWOOD, IA 50459

Financials

$225K$5K2023$346K$151K2024$276K$173K2025
Revenue Expenses · by fiscal year end
Financials of SIDNEY A SWENSRUD SCHOLARSHIP FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$276,461$173,067$103,394$3,566,373$0$3,566,373
December 31, 2024990-PF$346,384$151,353$195,031$5,224,180$0$5,224,180
December 31, 2023990-PF$225,348$4,806$220,542$4,242,897$0$4,242,897
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$84,978
Interest
$32,191
Net gain from sales of assets
$159,292

Expenses

Grants and similar amounts paid
$146,130
Disbursements for charitable purposes
$146,297
Excise tax on investment income
$3,072

Balance sheet and other

Total assets, start of year
$5,224,180
Total assets, end of year
$3,566,373
Total liabilities, end of year
$0
Net assets, end of year
$3,566,373
Fair market value of assets
$5,280,927
Qualifying distributions
$146,297
Net investment income
$238,574

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.

NameTitleHours / weekCompensation
TANNA MORETZ
4240 LILAC AVE, NORTHWOOD, IA 50459
PRESIDENT2$0
JODI PORTER
4979 ORCHID AVENUE, NORTHWOOD, IA 50459
TRUSTEE1$0
SHERRY OLSON
1496 480TH STREET, NORTHWOOD, IA 50459
TRUSTEE1$0
TONY HAITT
1496 480TH STREET, NORTHWOOD, IA 50459
TRUSTEE1$0
KEITH FRITZ
1496 480TH STREET, NORTHWOOD, IA 50459
TRUSTEE1$0
DAN HENDRIKSON
801 8TH STREET N, NORTHWOOD, IA 50459
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensation
Tanna Moretz
1877 500th Street, Northwood, IA 50459
President2$0
David Stevens
2162 450th Street, Northwood, IA 50459
Trustee1$0
Jodie Porter
Hwy 65 North, Northwood, IA 50459
Trustee1$0
Sherrie Olson
local, Northwood, IA 50459
Trustee1$0
John H Greve
P O Box 167, Northwood, IA 50459
Sec/Treasurer3$0
Micael Crozier
N-K School District, Northwood, IA 50459
Trustee1$0
Keith Fritz
N-K School District, Northwood, IA 50459
Trustee1$0
Dan Hendrikson
local, Northwood, IA 50459
Trustee1$0
990-PF for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
Tanna Moretz
1877 500th Street, Northwood, IA 50459
President2$0
David Stevens
2162 450th Street, Northwood, IA 50459
Trustee1$0
Jodie Porter
Hwy 65 North, Northwood, IA 50459
Trustee1$0
Sherrie Olson
local, Northwood, IA 50459
Trustee1$0
John H Greve
P O Box 167, Northwood, IA 50459
Sec/Treasurer3$0
Micael Crozier
N-K School District, Northwood, IA 50459
Trustee1$0
Keith Fritz
N-K School District, Northwood, IA 50459
Trustee1$0
Dan Hendrikson
local, Northwood, IA 50459
Trustee1$0

Address and contacts

Address (IRS master file)
PO BOX 121, NORTHWOOD, IA 50459-0121
In care of
% JOHN GREVE
Signed the 990-PF
TANNA MORETZ, PRESIDENT
Phone
(641) 390-1228
Return prepared by
HOGAN - HANSEN PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
42-6061933
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
1954
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,566,373
Income (IRS master file)
$2,778,705

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$276,461$173,067$3,566,373XML
990-PFDecember 2024$346,384$151,353$5,224,180IRS
990-PFDecember 2023$225,348$4,806$4,242,897XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 42-6061933).

Questions about SIDNEY A SWENSRUD SCHOLARSHIP FUND

What is the EIN of SIDNEY A SWENSRUD SCHOLARSHIP FUND?
The employer identification number (EIN) of SIDNEY A SWENSRUD SCHOLARSHIP FUND is 42-6061933.
Is SIDNEY A SWENSRUD SCHOLARSHIP FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
Are donations to SIDNEY A SWENSRUD SCHOLARSHIP FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SIDNEY A SWENSRUD SCHOLARSHIP FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of SIDNEY A SWENSRUD SCHOLARSHIP FUND 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 SIDNEY A SWENSRUD SCHOLARSHIP FUND 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 SIDNEY A SWENSRUD SCHOLARSHIP FUND?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does SIDNEY A SWENSRUD SCHOLARSHIP FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $276,461, expenses of $173,067 and total assets of $3,566,373 at year end.

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