Nonprofit · EIN 20-1384407
PAUL AND MARLENE SERWINEK FOUNDATION
Also known as SERWINEK PAUL TTEE
Tax-exempt · BELMONT, NC 28012
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $135,034 | $63,571 | $71,463 | $925,446 | $0 | $925,446 |
| December 31, 2024 | 990-PF | $134,653 | $46,874 | $87,779 | $853,983 | $0 | $853,983 |
| December 31, 2023 | 990-PF | $117,323 | $34,015 | $83,308 | $766,204 | $0 | $766,204 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $101,002
- Dividends
- $11,954
- Interest
- $12,000
- Net gain from sales of assets
- $10,078
Expenses
- Grants and similar amounts paid
- $52,600
- Disbursements for charitable purposes
- $52,600
- Excise tax on investment income
- $266
Balance sheet and other
- Total assets, start of year
- $853,983
- Total assets, end of year
- $925,446
- Total liabilities, end of year
- $0
- Net assets, end of year
- $925,446
- Fair market value of assets
- $5,209
- Qualifying distributions
- $52,600
- Net investment income
- $30,115
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL SERWINEK 209 SEVEN OAKS LANDING, BELMONT, NC 28102 | PRESIDENT | 0 | $0 |
| MARLENE SERWINEK 209 SEVEN OAKS LANDING, BELMONT, NC 28012 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL SERWINEK 209 SEVEN OAKS LANDING, BELMONT, NC 28102 | PRESIDENT | 0 | $0 |
| MARLENE SERWINEK 209 SEVEN OAKS LANDING, BELMONT, NC 28012 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL SERWINEK 209 SEVEN OAKS LANDING, BELMONT, NC 28102 | PRESIDENT | 0 | $0 |
| MARLENE SERWINEK 209 SEVEN OAKS LANDING, BELMONT, NC 28012 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 220 CAPE AUGUST PL, BELMONT, NC 28012-6768
- Signed the 990-PF
- PAUL SERWINEK, PRESIDENT
- Phone
- (248) 685-1299
- Return prepared by
- MICHAEL W MCGOWAN CPA PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-1384407
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $925,446
- Income (IRS master file)
- $146,603
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $135,034 | $63,571 | $925,446 | IRS |
| 990-PF | December 2024 | $134,653 | $46,874 | $853,983 | XML |
| 990-PF | December 2023 | $117,323 | $34,015 | $766,204 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 20-1384407).
Questions about PAUL AND MARLENE SERWINEK FOUNDATION
- What is the EIN of PAUL AND MARLENE SERWINEK FOUNDATION?
- The employer identification number (EIN) of PAUL AND MARLENE SERWINEK FOUNDATION is 20-1384407.
- Is PAUL AND MARLENE SERWINEK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to PAUL AND MARLENE SERWINEK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PAUL AND MARLENE SERWINEK FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PAUL AND MARLENE SERWINEK FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PAUL AND MARLENE SERWINEK FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of PAUL AND MARLENE SERWINEK FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does PAUL AND MARLENE SERWINEK FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $135,034, expenses of $63,571 and total assets of $925,446 at year end.
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All nonprofits in BELMONT · North Carolina · Philanthropy, voluntarism and grantmaking foundations