Nonprofit · EIN 87-4462426
MCSWAIN CHARITABLE TR
Also known as MERRY MCSWAIN TTEE
Tax-exempt · NEW ORLEANS, LA 70116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $202,000 | $187,591 | $14,409 | $1,017,076 | $5,595 | $1,011,481 |
| December 31, 2024 | 990-PF | $179,200 | $133,543 | $45,657 | $997,593 | $521 | $997,072 |
| December 31, 2023 | 990 (amended) | $141,810 | $237,264 | -$95,454 | $953,675 | $2,260 | $951,415 |
| December 31, 2022 | 990 (amended) | $1,191,395 | $144,526 | $1,046,869 | $1,046,869 | $0 | $1,046,869 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $202,000
Expenses
- Grants and similar amounts paid
- $58,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $58,000
Balance sheet and other
- Total assets, start of year
- $997,593
- Total assets, end of year
- $1,017,076
- Total liabilities, end of year
- $5,595
- Net assets, end of year
- $1,011,481
- Fair market value of assets
- $1,017,076
- Qualifying distributions
- $58,000
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 |
|---|---|---|---|
| MERRY MCSWAIN 1212 BOURBON STREET, NEW ORLEANS, LA 70116 | TRUSTEE | 10 | $0 |
| ALISON SMITH 1212 BOURBON STREET, NEW ORLEANS, LA 70116 | TRUSTEE | 0.4 | $0 |
| WILL CHAPLEAU 1212 BOURBON STREET, NEW ORLEANS, LA 70116 | TRUSTEE | 0.4 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MERRY MCSWAIN 1212 BOURBON STREET, NEW ORLEANS, LA 70116 | TRUSTEE | 10 | $0 |
| ALISON SMITH 1212 BOURBON STREET, NEW ORLEANS, LA 70116 | TRUSTEE | 0.4 | $0 |
| WILL CHAPLEAU 1212 BOURBON STREET, NEW ORLEANS, LA 70116 | TRUSTEE | 0.4 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MERRY MCSWAIN | TRUSTEE Trustee or director | 10 | $0 |
| ALISON SMITH | TRUSTEE Trustee or director | 0.4 | $0 |
| WILL CHAPLEAU | TRUSTEE Trustee or director | 0.4 | $0 |
990 for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MERRY MCSWAIN | TRUSTEE Trustee or director | 10 | $0 |
| ALISON SMITH | TRUSTEE Trustee or director | 0.4 | $0 |
| WILL CHAPLEAU | TRUSTEE Trustee or director | 0.4 | $0 |
Address and contacts
- Address (IRS master file)
- 1212 BOURBON ST, NEW ORLEANS, LA 70116-2521
- Signed the 990-PF
- MERRY MCSWAIN, TRUSTEE
- Phone
- (504) 259-6469
- Return prepared by
- KUSHNER LAGRAIZE 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 on file |
IRS record
- EIN
- 87-4462426
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $1,017,076
- Income (IRS master file)
- $202,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $202,000 | $187,591 | $1,017,076 | XML |
| 990-PF | December 2024 | $179,200 | $133,543 | $997,593 | XML |
| 990 | December 2023 | $141,810 | $217,264 | $18,675 | XML |
| 990 | December 2022 | $1,191,395 | $144,526 | $1,046,869 | XML |
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 87-4462426).
Questions about MCSWAIN CHARITABLE TR
- What is the EIN of MCSWAIN CHARITABLE TR?
- The employer identification number (EIN) of MCSWAIN CHARITABLE TR is 87-4462426.
- Is MCSWAIN CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to MCSWAIN CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MCSWAIN CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MCSWAIN CHARITABLE TR 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 MCSWAIN CHARITABLE TR 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 MCSWAIN CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MCSWAIN CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $202,000, expenses of $187,591 and total assets of $1,017,076 at year end.
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