Nonprofit · EIN 42-6477222
BARBARA D SWILER TRUST UW
Tax-exempt · BURLINGTON, IA 52601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-EZ | $33,265 | $62,124 | -$28,859 | $417,113 | – | $417,113 |
| February 28, 2025 | 990-EZ | $28,783 | $7,004 | $21,779 | $445,972 | – | $445,972 |
| February 29, 2024 | 990-EZ | $19,773 | $34,467 | -$14,694 | $424,193 | – | $424,193 |
Financial details: 990-EZ for the year ended February 28, 2026
Revenue
- Investment income
- $13,092
- Net gain from sales of assets
- $20,173
Expenses
- Grants and similar amounts paid
- $55,212
- Compensation of officers, directors and key employees
- $5,322
- Salaries, compensation and benefits (total)
- $5,322
- Professional fees and payments to contractors
- $500
- Other expenses
- $1,090
- Program services (functional)
- $62,124
Balance sheet and other
- Total assets, start of year
- $445,972
- Total assets, end of year
- $417,113
- Total liabilities, end of year
- –
- Net assets, end of year
- $417,113
- Cash, savings and investments
- $415,312
- Gross receipts
- $33,265
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-EZ for the year ended February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TWO RIVERS BANK & TRUST | TRUSTEE | 1 | $5,322 |
990-EZ for the year ended February 28, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TWO RIVERS BANK & TRUST | TRUSTEE | 1 | $5,932 |
990-EZ for the year ended February 29, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TWO RIVERS BANK & TRUST | TRUSTEE | 1 | $5,376 |
Address and contacts
- Address (IRS master file)
- PO BOX 728, BURLINGTON, IA 52601-0728
- In care of
- % TWO RIVERS BANK & TRUST
- Signed the 990-EZ
- TWO RIVERS BANK TRUST, TRUSTEE
- Phone
- (319) 753-9100
- Return prepared by
- MENKE & COMPANY
Mission
SUPPORT SPECIFIC CHARITIES
Program accomplishments
- SUPPORT IOWA WESLEYAN UNIVERSITY, MT PLEASANT IAExpenses $17,088 · grants $11,766
- SUPPORT CHRIST EPISCOPAL CHURCH IN BURLINGTON, IAExpenses $18,103 · grants $18,103
- SUPPORT THE DES MOINES COUNTY HISTORICAL SOCIETY IN BURLINGTON, IAExpenses $9,051 · grants $9,051
- SUPPORT OF YMCA IN BURLINGTON, IA.Expenses $17,882 · grants $16,292
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-EZ on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-EZ on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 42-6477222
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Organization testing for public safety
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- February
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $417,113
- Income (IRS master file)
- $33,265
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | February 2026 | $33,265 | $62,124 | $417,113 | IRS |
| 990-EZ | February 2025 | $28,783 | $7,004 | $445,972 | IRS |
| 990-EZ | February 2024 | $19,773 | $34,467 | $424,193 | XML |
| 990-EZ | February 2023 | – | – | – | IRS |
| 990 | February 2022 | – | – | – | IRS |
| 990 | February 2021 | – | – | – | IRS |
| 990 | February 2020 | – | – | – | IRS |
| 990 | February 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 42-6477222).
Questions about BARBARA D SWILER TRUST UW
- What is the EIN of BARBARA D SWILER TRUST UW?
- The employer identification number (EIN) of BARBARA D SWILER TRUST UW is 42-6477222.
- Is BARBARA D SWILER TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to BARBARA D SWILER TRUST UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BARBARA D SWILER TRUST UW file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of BARBARA D SWILER TRUST UW 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 BARBARA D SWILER TRUST UW last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended February 2026.
- Who are the officers and directors of BARBARA D SWILER TRUST UW?
- The 990-EZ for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $5,322 (TWO RIVERS BANK & TRUST, TRUSTEE).
- How much revenue does BARBARA D SWILER TRUST UW have?
- On its 990-EZ for the year ended February 28, 2026 it reported revenue of $33,265, expenses of $62,124 and total assets of $417,113 at year end.
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