Nonprofit · EIN 25-6861927
FAY SWINNEY MEMORIAL MISSION GRANTS & SCHOLARSHIP FUND
Tax-exempt · WAUKESHA, WI 53187
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $443,270 | $261,629 | $181,641 | $2,645,865 | $0 | $2,645,865 |
| December 31, 2024 | 990-PF | $341,483 | $208,042 | $133,441 | $2,462,242 | $0 | $2,462,242 |
| December 31, 2023 | 990-PF | $254,717 | $197,541 | $57,176 | $2,329,780 | $0 | $2,329,780 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $55,435
- Net gain from sales of assets
- $387,835
Expenses
- Grants and similar amounts paid
- $184,487
- Compensation of officers, directors and key employees
- $26,364
- Disbursements for charitable purposes
- $198,169
- Excise tax on investment income
- $5,241
Balance sheet and other
- Total assets, start of year
- $2,462,242
- Total assets, end of year
- $2,645,865
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,645,865
- Fair market value of assets
- $4,349,635
- Qualifying distributions
- $198,169
- Net investment income
- $435,738
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 |
|---|---|---|---|
| WAUKESHA STATE BANK PO BOX 648, WAUKESHA, WI 531870648 | TRUSTEE | 1 | $26,364 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WAUKESHA STATE BANK PO BOX 648, WAUKESHA, WI 531870648 | TRUSTEE | 1 | $23,926 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WAUKESHA STATE BANK PO BOX 648, WAUKESHA, WI 531870648 | TRUSTEE | 1 | $20,529 |
Address and contacts
- Address (IRS master file)
- PO BOX 648, WAUKESHA, WI 53187-0648
- In care of
- % OPPENHEIMER TRUST COMPANY OF DELA
- Signed the 990-PF
- WAUKESHA STATE BANK, TRUSTEE
- Phone
- (262) 953-2438
- Return prepared by
- DELOITTE TAX 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 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
- 25-6861927
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,645,865
- Income (IRS master file)
- $1,177,075
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $443,270 | $261,629 | $2,645,865 | IRS |
| 990-PF | December 2024 | $341,483 | $208,042 | $2,462,242 | IRS |
| 990-PF | December 2023 | $254,717 | $197,541 | $2,329,780 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 25-6861927).
Questions about FAY SWINNEY MEMORIAL MISSION GRANTS & SCHOLARSHIP FUND
- What is the EIN of FAY SWINNEY MEMORIAL MISSION GRANTS & SCHOLARSHIP FUND?
- The employer identification number (EIN) of FAY SWINNEY MEMORIAL MISSION GRANTS & SCHOLARSHIP FUND is 25-6861927.
- Is FAY SWINNEY MEMORIAL MISSION GRANTS & SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to FAY SWINNEY MEMORIAL MISSION GRANTS & SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FAY SWINNEY MEMORIAL MISSION GRANTS & SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FAY SWINNEY MEMORIAL MISSION GRANTS & SCHOLARSHIP FUND 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 FAY SWINNEY MEMORIAL MISSION GRANTS & SCHOLARSHIP FUND 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 FAY SWINNEY MEMORIAL MISSION GRANTS & SCHOLARSHIP FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $26,364 (WAUKESHA STATE BANK, TRUSTEE).
- How much revenue does FAY SWINNEY MEMORIAL MISSION GRANTS & SCHOLARSHIP FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $443,270, expenses of $261,629 and total assets of $2,645,865 at year end.
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