Nonprofit · EIN 82-6521092
JEAN MARIE SWANSON FAMILY SCHOLARSHIP FUND
Tax-exempt · CLEARFIELD, PA 16830
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $69,385 | $61,735 | $7,650 | $839,960 | $0 | $839,960 |
| December 31, 2024 | 990-PF | $84,679 | $55,712 | $28,967 | $832,310 | $0 | $832,310 |
| December 31, 2023 | 990-PF | $32,556 | $50,220 | -$17,664 | $803,343 | $0 | $803,343 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $25,753
- Net gain from sales of assets
- $43,632
Expenses
- Grants and similar amounts paid
- $51,154
- Compensation of officers, directors and key employees
- $7,968
- Disbursements for charitable purposes
- $51,994
- Excise tax on investment income
- $854
Balance sheet and other
- Total assets, start of year
- $832,310
- Total assets, end of year
- $839,960
- Total liabilities, end of year
- $0
- Net assets, end of year
- $839,960
- Fair market value of assets
- $1,104,051
- Qualifying distributions
- $51,994
- Net investment income
- $69,385
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 |
|---|---|---|---|
| MID PENN BANK 11 NORTH SECOND ST PO BOX 171, CLEARFIELD, PA 16830 | TRUSTEE | 5 | $7,968 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MID PENN BANK 11 NORTH SECOND ST PO BOX 171, CLEARFIELD, PA 16830 | TRUSTEE | 5 | $7,452 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MID PENN BANK 11 NORTH SECOND ST PO BOX 171, CLEARFIELD, PA 16830 | TRUSTEE | 5 | $6,623 |
Address and contacts
- Address (IRS master file)
- PO BOX 171, CLEARFIELD, PA 16830-0171
- In care of
- % CBT BK A DIVISION OF RIVERVIEW BK
- Signed the 990-PF
- MID PENN BANK, TRUSTEE
- Phone
- (814) 762-8813
- Return prepared by
- SHARKEY PICCIRILLO & KEEN LLP
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
- 82-6521092
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $839,960
- Income (IRS master file)
- $69,385
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $69,385 | $61,735 | $839,960 | XML |
| 990-PF | December 2024 | $84,679 | $55,712 | $832,310 | XML |
| 990-PF | December 2023 | $32,556 | $50,220 | $803,343 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 82-6521092).
Questions about JEAN MARIE SWANSON FAMILY SCHOLARSHIP FUND
- What is the EIN of JEAN MARIE SWANSON FAMILY SCHOLARSHIP FUND?
- The employer identification number (EIN) of JEAN MARIE SWANSON FAMILY SCHOLARSHIP FUND is 82-6521092.
- Is JEAN MARIE SWANSON FAMILY SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to JEAN MARIE SWANSON FAMILY SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JEAN MARIE SWANSON FAMILY SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEAN MARIE SWANSON FAMILY SCHOLARSHIP FUND 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 JEAN MARIE SWANSON FAMILY SCHOLARSHIP FUND 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 JEAN MARIE SWANSON FAMILY SCHOLARSHIP FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,968 (MID PENN BANK, TRUSTEE).
- How much revenue does JEAN MARIE SWANSON FAMILY SCHOLARSHIP FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $69,385, expenses of $61,735 and total assets of $839,960 at year end.
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