Nonprofit · EIN 43-1713377
ERNEST & LILLIAN SWANSON MEMORIAL SCHOLARSHIP TRUST
Tax-exempt · ROGERSVILLE, MO 65742
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $23,525 | $17,025 | $6,500 | $234,392 | $264 | $234,128 |
| December 31, 2024 | 990-PF | $18,093 | $17,886 | $207 | $227,825 | $197 | $227,628 |
| December 31, 2023 | 990-PF | $8,285 | $15,023 | -$6,738 | $227,475 | $54 | $227,421 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $7,996
- Net gain from sales of assets
- $15,529
Expenses
- Grants and similar amounts paid
- $11,000
- Disbursements for charitable purposes
- $12,200
- Excise tax on investment income
- $264
Balance sheet and other
- Total assets, start of year
- $227,825
- Total assets, end of year
- $234,392
- Total liabilities, end of year
- $264
- Net assets, end of year
- $234,128
- Fair market value of assets
- $248,780
- Qualifying distributions
- $12,200
- Net investment income
- $23,525
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEVERLY WATTENBARGER 8245 NW CENTER RD, CAMERON, MO 64429 | PAST PRESIDE | 2 | $0 |
| DIANE NETERER 319 RIDGE TOP DR, JEFFERSON CITY, MO 65109 | 1ST VP | 5 | $0 |
| ELLEN EDDLEMAN 3951 FOXWOOD CT, POPLAR BLUFF, MO 63901 | 2ND VP | 5 | $0 |
| TANYA STANLEY 7929 E FARM RD 148, ROGERSVILLE, MO 65742 | PRESIDENT | 25 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEVERLY WATTENBARGER 8245 NW CENTER RD, CAMERON, MO 64429 | PRESIDENT | 25 | $0 |
| DIANE NETERER 319 RIDGE TOP DR, JEFFERSON CITY, MO 65109 | 2ND VP | 5 | $0 |
| LINDA HOUSTON 4525 SUN MEADOW RD, FULTON, MO 65251 | PAST PRESIDE | 2 | $0 |
| TANYA STANLEY 128 HIDDEN POND COVE, GRAVOIS MILLS, MO 65201 | 1ST VP | 5 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEVERLY WATTENBARGER 8245 NW CENTER RD, CAMERON, MO 64429 | PRESIDENT | 25 | $0 |
| DIANE NETERER 319 RIDGE TOP DR, JEFFERSON CITY, MO 65109 | 2ND VP | 5 | $0 |
| LINDA HOUSTON 4525 SUN MEADOW RD, FULTON, MO 65251 | PAST PRESIDE | 2 | $0 |
| TANYA STANLEY 128 HIDDEN POND COVE, GRAVOIS MILLS, MO 65201 | 1ST VP | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 7929 E FARM ROAD 148, ROGERSVILLE, MO 65742-8359
- In care of
- % LINDA HOUSTON
- Signed the 990-PF
- TANYA STANLEY, PRESIDENT
- Phone
- (816) 724-4958
- Return prepared by
- BOBBY MEDLIN CPA GROUP 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 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 | 990-PF 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
- 43-1713377
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82B)
- Assets (IRS master file)
- $234,392
- Income (IRS master file)
- $48,413
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $23,525 | $17,025 | $234,392 | IRS |
| 990-PF | December 2024 | $18,093 | $17,886 | $227,825 | IRS |
| 990-PF | December 2023 | $8,285 | $15,023 | $227,475 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 43-1713377).
Questions about ERNEST & LILLIAN SWANSON MEMORIAL SCHOLARSHIP TRUST
- What is the EIN of ERNEST & LILLIAN SWANSON MEMORIAL SCHOLARSHIP TRUST?
- The employer identification number (EIN) of ERNEST & LILLIAN SWANSON MEMORIAL SCHOLARSHIP TRUST is 43-1713377.
- Is ERNEST & LILLIAN SWANSON MEMORIAL SCHOLARSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to ERNEST & LILLIAN SWANSON MEMORIAL SCHOLARSHIP TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does ERNEST & LILLIAN SWANSON MEMORIAL SCHOLARSHIP TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ERNEST & LILLIAN SWANSON MEMORIAL SCHOLARSHIP TRUST 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 ERNEST & LILLIAN SWANSON MEMORIAL SCHOLARSHIP TRUST 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 ERNEST & LILLIAN SWANSON MEMORIAL SCHOLARSHIP TRUST?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does ERNEST & LILLIAN SWANSON MEMORIAL SCHOLARSHIP TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $23,525, expenses of $17,025 and total assets of $234,392 at year end.
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