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Nonprofit · EIN 04-6454939

RICHARD SWAIN TRUST NO 2

Tax-exempt · DALLAS, TX 75265

Financials

$68$1K2022$900$1K2023$4K$1K2024
Revenue Expenses · by fiscal year end
Financials of RICHARD SWAIN TRUST NO 2 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$3,950$1,382$2,568$29,888$0$29,888
September 30, 2024990-PF$900$1,488-$588$28,383$0$28,383
September 30, 2023990-PF$68$1,340-$1,272$26,974$0$26,974
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$766
Net gain from sales of assets
$3,184

Expenses

Grants and similar amounts paid
$1,154
Compensation of officers, directors and key employees
$66
Disbursements for charitable purposes
$1,315
Excise tax on investment income
$54

Balance sheet and other

Total assets, start of year
$28,383
Total assets, end of year
$29,888
Total liabilities, end of year
$0
Net assets, end of year
$29,888
Fair market value of assets
$35,784
Qualifying distributions
$1,315
Net investment income
$3,939

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.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$66
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$60
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$53

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA
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 yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
04-6454939
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$29,888
Income (IRS master file)
$8,038

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$3,950$1,382$29,888XML
990-PFSeptember 2024$900$1,488$28,383XML
990-PFSeptember 2023$68$1,340$26,974XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2019–––IRS
990-PFSeptember 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 04-6454939).

Questions about RICHARD SWAIN TRUST NO 2

What is the EIN of RICHARD SWAIN TRUST NO 2?
The employer identification number (EIN) of RICHARD SWAIN TRUST NO 2 is 04-6454939.
Is RICHARD SWAIN TRUST NO 2 tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does RICHARD SWAIN TRUST NO 2 file?
Form 990-PF. Private foundations file every year.
When is the next return of RICHARD SWAIN TRUST NO 2 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 2 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 2?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $66 (BANK OF AMERICA, TRUSTEE).
How much revenue does RICHARD SWAIN TRUST NO 2 have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $3,950, expenses of $1,382 and total assets of $29,888 at year end.

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