Nonprofit · EIN 13-3395958
MILLER-SWEEZY CHARITABLE TRUST
Tax-exempt · BRIDGEHAMPTON, NY 11932
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $143,780 | $161,913 | -$18,133 | $28,184 | $0 | $28,184 |
| November 30, 2024 | 990-PF | $201,186 | $223,436 | -$22,250 | $46,317 | $0 | $46,317 |
| November 30, 2023 | 990-PF | $217,287 | $279,795 | -$62,508 | $68,567 | $2,000 | $66,567 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $138,550
- Dividends
- $4,346
- Interest
- $1
- Other income
- $883
Expenses
- Grants and similar amounts paid
- $154,050
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $160,820
- Excise tax on investment income
- $58
Balance sheet and other
- Total assets, start of year
- $46,317
- Total assets, end of year
- $28,184
- Total liabilities, end of year
- $0
- Net assets, end of year
- $28,184
- Fair market value of assets
- $108,402
- Qualifying distributions
- $160,820
- Net investment income
- $4,347
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEN MILLER 215 QUIMBY LANE, BRIDGEHAMPTON, NY 11932 | TRUSTEE | 1 | $0 |
| ELIZABETH SWEEZY 215 QUIMBY LANE, BRIDGEHAMPTON, NY 11932 | TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEN MILLER 215 QUIMBY LANE, BRIDGEHAMPTON, NY 11932 | TRUSTEE | 1 | $0 |
| ELIZABETH SWEEZY 215 QUIMBY LANE, BRIDGEHAMPTON, NY 11932 | TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEN MILLER 215 QUIMBY LANE, BRIDGEHAMPTON, NY 11932 | TRUSTEE, AS REQUIRED | 0 | $0 |
| ELIZABETH SWEEZY 215 QUIMBY LANE, BRIDGEHAMPTON, NY 11932 | TRUSTEE, AS REQUIRED | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 215 QUIMBY LANE BOX 1984, BRIDGEHAMPTON, NY 11932-0000
- In care of
- % KEN MILLER & ELIZABETH SWEEZ
- Signed the 990-PF
- KEN MILLER, TRUSTEE
- Phone
- (516) 874-8800
- Return prepared by
- FRANKEL LOUGHRAN STARR & VALLONE 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3395958
- 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
- 1987
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $28,184
- Income (IRS master file)
- $143,780
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | – | – | – | IRS |
| 990-PF | November 2024 | – | – | – | IRS |
| 990-PF | November 2023 | $217,287 | $279,795 | $68,567 | IRS |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about MILLER-SWEEZY CHARITABLE TRUST
- What is the EIN of MILLER-SWEEZY CHARITABLE TRUST?
- The employer identification number (EIN) of MILLER-SWEEZY CHARITABLE TRUST is 13-3395958.
- Is MILLER-SWEEZY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to MILLER-SWEEZY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MILLER-SWEEZY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MILLER-SWEEZY CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MILLER-SWEEZY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of MILLER-SWEEZY CHARITABLE TRUST?
- The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does MILLER-SWEEZY CHARITABLE TRUST have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $143,780, expenses of $161,913 and total assets of $28,184 at year end.
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