Nonprofit · EIN 56-2029896
THE MARILYN AND HARRY SWIMMER FAMILY FOUNDATION
Tax-exempt · WAXHAW, NC 28173
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $11,716 | $36,909 | -$25,193 | $155,964 | $0 | $155,964 |
| December 31, 2024 | 990-PF | $41,781 | $29,295 | $12,486 | $182,112 | $0 | $182,112 |
| December 31, 2023 | 990-PF | $25,153 | $26,470 | -$1,317 | $169,632 | $0 | $169,632 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $15,976
- Net gain from sales of assets
- -$4,290
- Other income
- $30
Expenses
- Grants and similar amounts paid
- $34,300
- Disbursements for charitable purposes
- $34,300
- Excise tax on investment income
- $200
Balance sheet and other
- Total assets, start of year
- $182,112
- Total assets, end of year
- $155,964
- Total liabilities, end of year
- $0
- Net assets, end of year
- $155,964
- Fair market value of assets
- $186,424
- Qualifying distributions
- $34,300
- Net investment income
- $16,006
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 |
|---|---|---|---|
| Harry S Swimmer 455 Providence Road South, Waxhaw, NC 28173 | President/Treasurer | 5 | $0 |
| David Swimmer 224 Hermitage Road, Charlotte, NC 28227 | Director | 1 | $0 |
| Scott Swimmer 1510 Twiford Place, Charlotte, NC 28207 | Director | 1 | $0 |
| Jody Swimmer 455 Providence Road South, Waxhaw, NC 28173 | Director | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Harry S Swimmer 455 Providence Road South, Waxhaw, NC 28173 | President/Treasurer | 5 | $0 |
| David Swimmer 224 Hermitage Road, Charlotte, NC 28227 | Director | 1 | $0 |
| Scott Swimmer 1510 Twiford Place, Charlotte, NC 28207 | Director | 1 | $0 |
| Jody Swimmer 455 Providence Road South, Waxhaw, NC 28173 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HARRY S SWIMMER 455 PROVIDENCE ROAD SOUTH, WAXHAW, NC 28173 | PRESIDENTTREASURER | 5 | $0 |
| DAVID SWIMMER 224 HERMITAGE ROAD, CHARLOTTE, NC 28227 | DIRECTOR | 1 | $0 |
| SCOTT SWIMMER 1510 TWIFORD PLACE, CHARLOTTE, NC 28207 | DIRECTOR | 1 | $0 |
| JODY SWIMMER 455 PROVIDENCE ROAD SOUTH, WAXHAW, NC 28173 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 455 S PROVIDENCE RD, WAXHAW, NC 28173-8311
- Signed the 990-PF
- Harry Swimmer, Chairman
- Phone
- (704) 333-6694
- Return prepared by
- Goldberg & Davis CPAs
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
- 56-2029896
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $155,964
- Income (IRS master file)
- $69,134
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $11,716 | $36,909 | $155,964 | XML |
| 990-PF | December 2024 | $41,781 | $29,295 | $182,112 | XML |
| 990-PF | December 2023 | $25,153 | $26,470 | $169,632 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 56-2029896).
Questions about THE MARILYN AND HARRY SWIMMER FAMILY FOUNDATION
- What is the EIN of THE MARILYN AND HARRY SWIMMER FAMILY FOUNDATION?
- The employer identification number (EIN) of THE MARILYN AND HARRY SWIMMER FAMILY FOUNDATION is 56-2029896.
- Is THE MARILYN AND HARRY SWIMMER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to THE MARILYN AND HARRY SWIMMER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE MARILYN AND HARRY SWIMMER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE MARILYN AND HARRY SWIMMER FAMILY FOUNDATION 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 THE MARILYN AND HARRY SWIMMER FAMILY FOUNDATION 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 THE MARILYN AND HARRY SWIMMER FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE MARILYN AND HARRY SWIMMER FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $11,716, expenses of $36,909 and total assets of $155,964 at year end.
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