Nonprofit · EIN 04-6008256
RICHARD SWAIN TRUST NO 1
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $67,793 | $41,399 | $26,394 | $718,791 | $0 | $718,791 |
| September 30, 2024 | 990-PF | $22,510 | $39,805 | -$17,295 | $689,311 | $0 | $689,311 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $19,600
- Net gain from sales of assets
- $48,193
Expenses
- Grants and similar amounts paid
- $29,638
- Compensation of officers, directors and key employees
- $8,999
- Disbursements for charitable purposes
- $33,973
- Excise tax on investment income
- $833
Balance sheet and other
- Total assets, start of year
- $689,311
- Total assets, end of year
- $718,791
- Total liabilities, end of year
- $0
- Net assets, end of year
- $718,791
- Fair market value of assets
- $914,067
- Qualifying distributions
- $33,973
- Net investment income
- $67,079
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $8,999 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $8,223 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 04-6008256
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $718,791
- Income (IRS master file)
- $157,020
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $67,793 | $41,399 | $718,791 | XML |
| 990-PF | September 2024 | $22,510 | $39,805 | $689,311 | XML |
| 990-PF | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | 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 04-6008256).
Questions about RICHARD SWAIN TRUST NO 1
- What is the EIN of RICHARD SWAIN TRUST NO 1?
- The employer identification number (EIN) of RICHARD SWAIN TRUST NO 1 is 04-6008256.
- Is RICHARD SWAIN TRUST NO 1 tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does RICHARD SWAIN TRUST NO 1 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD SWAIN TRUST NO 1 due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RICHARD SWAIN TRUST NO 1 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of RICHARD SWAIN TRUST NO 1?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,999 (BANK OF AMERICA, TRUSTEE).
- How much revenue does RICHARD SWAIN TRUST NO 1 have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $67,793, expenses of $41,399 and total assets of $718,791 at year end.
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