Skip to main content

Nonprofit · EIN 06-6026054

SWINDELLS CHARITABLE FOUNDATION TRUST-1

Tax-exempt · DALLAS, TX 75265

Financials

$93K$169K2023$272K$178K2024$430K$197K2025
Revenue Expenses · by fiscal year end
Financials of SWINDELLS CHARITABLE FOUNDATION TRUST-1 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2026990-PF$430,428$196,776$233,652$3,183,943$0$3,183,943
February 28, 2025990-PF$272,433$178,206$94,227$2,870,444$0$2,870,444
February 29, 2024990-PF$92,655$168,740-$76,085$2,763,778$0$2,763,778
Financial details: 990-PF for the year ended February 28, 2026

Revenue

Dividends
$80,558
Net gain from sales of assets
$349,870

Expenses

Grants and similar amounts paid
$136,000
Compensation of officers, directors and key employees
$37,815
Disbursements for charitable purposes
$162,501
Excise tax on investment income
$5,567

Balance sheet and other

Total assets, start of year
$2,870,444
Total assets, end of year
$3,183,943
Total liabilities, end of year
$0
Net assets, end of year
$3,183,943
Fair market value of assets
$3,823,081
Qualifying distributions
$162,501
Net investment income
$429,262

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 February 28, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$37,815
990-PF for the year ended February 28, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$35,493
990-PF for the year ended February 29, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$31,643

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% CONNECTICUT NATIONAL BANK
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 February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026990-PF on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
06-6026054
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
1936
Accounting year ends
February
Files
Form 990-PF
Assets (IRS master file)
$3,183,943
Income (IRS master file)
$1,088,467

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2026$430,428$196,776$3,183,943XML
990-PFFebruary 2025$272,433$178,206$2,870,444XML
990-PFFebruary 2024$92,655$168,740$2,763,778XML
990-PFFebruary 2023–––IRS
990-PFFebruary 2022–––IRS
990-PFFebruary 2021–––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 06-6026054).

Questions about SWINDELLS CHARITABLE FOUNDATION TRUST-1

What is the EIN of SWINDELLS CHARITABLE FOUNDATION TRUST-1?
The employer identification number (EIN) of SWINDELLS CHARITABLE FOUNDATION TRUST-1 is 06-6026054.
Is SWINDELLS CHARITABLE FOUNDATION TRUST-1 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1936.
Are donations to SWINDELLS CHARITABLE FOUNDATION TRUST-1 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SWINDELLS CHARITABLE FOUNDATION TRUST-1 file?
Form 990-PF. Private foundations file every year.
When is the next return of SWINDELLS CHARITABLE FOUNDATION TRUST-1 due?
The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SWINDELLS CHARITABLE FOUNDATION TRUST-1 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended February 2026.
Who are the officers and directors of SWINDELLS CHARITABLE FOUNDATION TRUST-1?
The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $37,815 (BANK OF AMERICA, TRUSTEE).
How much revenue does SWINDELLS CHARITABLE FOUNDATION TRUST-1 have?
On its 990-PF for the year ended February 28, 2026 it reported revenue of $430,428, expenses of $196,776 and total assets of $3,183,943 at year end.

Other nonprofits in DALLAS

All nonprofits in DALLAS · Texas