Nonprofit · EIN 82-6068269
SAM & CLEO SWAYNE CHARITABLE TRUST
Also known as SWAYNE CLEO TTEE
Tax-exempt · MELBA, ID 83641
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $238,792 | $145,223 | $93,569 | $3,624,006 | $0 | $3,624,006 |
| December 31, 2023 | 990-PF | $233,874 | $141,610 | $92,264 | $3,530,437 | $0 | $3,530,437 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $7,606
- Dividends
- $126,186
- Net gain from sales of assets
- $72,750
- Other income
- $32,250
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $22,000
- Salaries, compensation and benefits (total)
- $33,362
- Disbursements for charitable purposes
- $125,186
- Excise tax on investment income
- $2,662
Balance sheet and other
- Total assets, start of year
- $3,530,437
- Total assets, end of year
- $3,624,006
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,624,006
- Fair market value of assets
- $5,435,180
- Qualifying distributions
- $125,186
- Net investment income
- $198,936
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL HEUCK 1984 HWY 45 SO, MELBA, ID 83641 | TRUSTEE | 10 | $22,000 |
| BRUCE R SWAYNE 815 9TH AVE SO, NAMPA, ID 83651 | TRUSTEE | 1 | $0 |
| SARA C MILLER 12072 LEWIS LANE, NAMPA, ID 83686 | TRUSTEE | 1 | $0 |
| RICK E THOMAS PO BOX 8104, BOISE, ID 83707 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL HEUCK 1984 HWY 45 SO, MELBA, ID 83641 | TRUSTEE | 10 | $24,000 |
| BRUCE R SWAYNE 815 9TH AVE SO, NAMPA, ID 83651 | TRUSTEE | 1 | $0 |
| PHYLLIS THOMAS 7259 CASCADE DR, BOISE, ID 83704 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1984 HIGHWAY 45 S, MELBA, ID 83641-5240
- Signed the 990-PF
- BRUCE R SWAYNE, TRUSTEE
- Phone
- (208) 467-1080
- Return prepared by
- RIPLEY DOORN & COMPANY PLLC
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 | Not 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
- 82-6068269
- 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
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,624,006
- Income (IRS master file)
- $298,368
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $238,792 | $145,223 | $3,624,006 | XML |
| 990-PF | December 2023 | $233,874 | $141,610 | $3,530,437 | 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 82-6068269).
Questions about SAM & CLEO SWAYNE CHARITABLE TRUST
- What is the EIN of SAM & CLEO SWAYNE CHARITABLE TRUST?
- The employer identification number (EIN) of SAM & CLEO SWAYNE CHARITABLE TRUST is 82-6068269.
- Is SAM & CLEO SWAYNE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to SAM & CLEO SWAYNE CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAM & CLEO SWAYNE CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAM & CLEO SWAYNE CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAM & CLEO SWAYNE CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SAM & CLEO SWAYNE CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $22,000 (DANIEL HEUCK, TRUSTEE).
- How much revenue does SAM & CLEO SWAYNE CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $238,792, expenses of $145,223 and total assets of $3,624,006 at year end.
Other nonprofits in MELBA
- MELBA VALLEY SENIOR CENTER INC EIN 82-0411188 · last filed 990-EZ for 2024
- GEM STATE RODEO ASSOCIATION INC EIN 90-0735945 · last filed 990-EZ for 2024
- AFTER INC EIN 92-0710064 · last filed 990-EZ for 2025
- LOVE RANCH CHARITABLE TRUST FOUNDATION EIN 82-6075361 · last filed 990-PF for 2025
- MELBA GUN CLUB INC EIN 51-0591450 · last filed 990-EZ for 2025
- MELBA VALLEY HISTORICAL SOCIETY EIN 46-2218381 · last filed 990-N for 2025
- THREADS OF GRACE INC EIN 82-3649188 · last filed 990-N for 2025
- MELBA ELEMENTARY PARENT TEACHER ORGANIZATION EIN 92-2026589 · last filed 990-N for 2024