Skip to main content

Nonprofit · EIN 44-6009270

E F SWINNEY TRUST-4381

Tax-exempt · DALLAS, TX 75265

Financials

$2K$5K2023$8K$5K2024$8K$6K2025
Revenue Expenses · by fiscal year end
Financials of E F SWINNEY TRUST-4381 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$8,492$5,833$2,659$80,188$0$80,188
December 31, 2024990-PF$7,785$5,401$2,384$77,505$0$77,505
December 31, 2023990-PF$2,363$4,692-$2,329$75,198$0$75,198
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$2,155
Net gain from sales of assets
$6,337

Expenses

Grants and similar amounts paid
$3,549
Compensation of officers, directors and key employees
$1,223
Disbursements for charitable purposes
$4,358
Excise tax on investment income
$99

Balance sheet and other

Total assets, start of year
$77,505
Total assets, end of year
$80,188
Total liabilities, end of year
$0
Net assets, end of year
$80,188
Fair market value of assets
$100,486
Qualifying distributions
$4,358
Net investment income
$8,458

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
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$1,223
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$1,161
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$1,046

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% 1ST NATL BK OF KANSAS CITY
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

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
44-6009270
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
1949
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$80,188
Income (IRS master file)
$18,018

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$8,492$5,833$80,188IRS
990-PFDecember 2024$7,785$5,401$77,505XML
990-PFDecember 2023$2,363$4,692$75,198XML
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 44-6009270).

Questions about E F SWINNEY TRUST-4381

What is the EIN of E F SWINNEY TRUST-4381?
The employer identification number (EIN) of E F SWINNEY TRUST-4381 is 44-6009270.
Is E F SWINNEY TRUST-4381 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1949.
Are donations to E F SWINNEY TRUST-4381 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does E F SWINNEY TRUST-4381 file?
Form 990-PF. Private foundations file every year.
When is the next return of E F SWINNEY TRUST-4381 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 E F SWINNEY TRUST-4381 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 E F SWINNEY TRUST-4381?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,223 (BANK OF AMERICA, TRUSTEE).
How much revenue does E F SWINNEY TRUST-4381 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,492, expenses of $5,833 and total assets of $80,188 at year end.

Other nonprofits in DALLAS

All nonprofits in DALLAS · Texas