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Nonprofit · EIN 02-0606854

SWEDISH-AMERICAN FUND INC

Tax-exempt · NEW YORK, NY 10019

Financials

$13$86K2023$5$70K2024
Revenue Expenses · by fiscal year end
Financials of SWEDISH-AMERICAN FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$5$70,400-$70,395$200$0$200
December 31, 2023990-PF$13$85,877-$85,864$86,795$16,200$70,595
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Interest
$5

Expenses

Grants and similar amounts paid
$65,150
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$70,400

Balance sheet and other

Total assets, start of year
$86,795
Total assets, end of year
$200
Total liabilities, end of year
$0
Net assets, end of year
$200
Fair market value of assets
$200
Qualifying distributions
$70,400
Net investment income
$5

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.

NameTitleHours / weekCompensation
ANNA THRONE-HOLST
250 WEST 55TH STREET 17TH FLOOR, NEW YORK, NY 10019
PRESIDENT0.25$0
DAVID J KAPLAN
250 WEST 55TH STREET 17TH FLOOR, NEW YORK, NY 10019
CHAIRMAN0.25$0
RICHARD LANGAN
250 WEST 55TH STREET 17TH FLOOR, NEW YORK, NY 10019
SECRETARY0.25$0
PATRICIA OTTER
250 WEST 55TH STREET 17TH FLOOR, NEW YORK, NY 10019
DIRECTOR0.25$0
JOHN NEVADO
250 WEST 55TH STREET 17TH FLOOR, NEW YORK, NY 10019
DIRECTOR0.25$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
ANNA THRONE-HOLST
900 3RD AVENUE 29TH FLOOR, NEW YORK, NY 10022
PRESIDENT3$0
DAVID J KAPLAN
900 3RD AVENUE 29TH FLOOR, NEW YORK, NY 10022
CHAIRMAN1$0
RICHARD LANGAN
900 3RD AVENUE 29TH FLOOR, NEW YORK, NY 10022
SECRETARY1$0
PATRICIA OTTER
900 3RD AVENUE 29TH FLOOR, NEW YORK, NY 10022
DIRECTOR1$0
JOHN NEVADO
900 3RD AVENUE 29TH FLOOR, NEW YORK, NY 10022
DIRECTOR1$0

Address and contacts

Address (IRS master file)
250 WEST 55TH STREET 17TH FLOOR, NEW YORK, NY 10019-5364
Signed the 990-PF
BARBARA WENNERHOLM, PRESIDENT
Phone
(212) 838-5530
Return prepared by
CONDON O'MEARA MCGINTY & DONNELLY 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
02-0606854
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
2002
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$200
Income (IRS master file)
$5

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$5$70,400$200IRS
990-PFDecember 2023$13$85,877$86,795XML
990December 2022$16$11,175$156,459IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––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 02-0606854).

Questions about SWEDISH-AMERICAN FUND INC

What is the EIN of SWEDISH-AMERICAN FUND INC?
The employer identification number (EIN) of SWEDISH-AMERICAN FUND INC is 02-0606854.
Is SWEDISH-AMERICAN FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to SWEDISH-AMERICAN FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SWEDISH-AMERICAN FUND INC file?
Form 990-PF. Private foundations file every year.
When is the next return of SWEDISH-AMERICAN FUND INC 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 SWEDISH-AMERICAN FUND INC 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 SWEDISH-AMERICAN FUND INC?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does SWEDISH-AMERICAN FUND INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $5, expenses of $70,400 and total assets of $200 at year end.

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