Nonprofit · EIN 06-6209815
THERON C SWAN EST TRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $226,512 | $135,587 | $90,925 | $2,274,348 | $0 | $2,274,348 |
| September 30, 2024 | 990-PF | $77,242 | $145,050 | -$67,808 | $2,175,990 | $0 | $2,175,990 |
| September 30, 2023 | 990-PF | -$12,627 | $118,494 | -$131,121 | $2,169,242 | $0 | $2,169,242 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $62,932
- Net gain from sales of assets
- $163,580
Expenses
- Grants and similar amounts paid
- $96,150
- Compensation of officers, directors and key employees
- $33,960
- Disbursements for charitable purposes
- $110,390
- Excise tax on investment income
- $2,771
Balance sheet and other
- Total assets, start of year
- $2,175,990
- Total assets, end of year
- $2,274,348
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,274,348
- Fair market value of assets
- $2,966,815
- Qualifying distributions
- $110,390
- Net investment income
- $224,161
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 N A PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $33,960 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $30,828 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $29,086 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % FLEET PRIVATE CLIENTS GROUP
- 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
- 06-6209815
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,274,348
- Income (IRS master file)
- $448,794
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $226,512 | $135,587 | $2,274,348 | XML |
| 990-PF | September 2024 | $77,242 | $145,050 | $2,175,990 | XML |
| 990-PF | September 2023 | -$12,627 | $118,494 | $2,169,242 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 06-6209815).
Questions about THERON C SWAN EST TRUST
- What is the EIN of THERON C SWAN EST TRUST?
- The employer identification number (EIN) of THERON C SWAN EST TRUST is 06-6209815.
- Is THERON C SWAN EST TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does THERON C SWAN EST TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THERON C SWAN EST TRUST 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 THERON C SWAN EST TRUST 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 THERON C SWAN EST TRUST?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $33,960 (BANK OF AMERICA N A, TRUSTEE).
- How much revenue does THERON C SWAN EST TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $226,512, expenses of $135,587 and total assets of $2,274,348 at year end.
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