Nonprofit · EIN 30-6083649
MILDRED E SWANSON FOUNDATION
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $510,405 | $258,550 | $251,855 | $3,727,153 | $0 | $3,727,153 |
| December 31, 2024 | 990-PF | $177,065 | $217,253 | -$40,188 | $3,473,571 | $0 | $3,473,571 |
| December 31, 2023 | 990-PF | $203,079 | $199,157 | $3,922 | $3,513,790 | $0 | $3,513,790 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $103,066
- Net gain from sales of assets
- $407,339
Expenses
- Grants and similar amounts paid
- $200,000
- Compensation of officers, directors and key employees
- $54,293
- Disbursements for charitable purposes
- $221,717
- Excise tax on investment income
- $6,590
Balance sheet and other
- Total assets, start of year
- $3,473,571
- Total assets, end of year
- $3,727,153
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,727,153
- Fair market value of assets
- $4,349,115
- Qualifying distributions
- $221,717
- Net investment income
- $509,189
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 |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $48,293 |
| MICHAEL GISECKE PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 1 | $2,000 |
| ERIKA JACKSON PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 1 | $2,000 |
| KAREN N KISSINGER PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 1 | $2,000 |
| RICHARD NORTHRUP III PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $47,790 |
| MICHAEL GISECKE PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 1 | $2,000 |
| RICHARD NORTHRUP III PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 1 | $2,000 |
| ERIKA JACKSON PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 1 | $2,000 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $45,653 |
| MICHAEL GISECKE PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 1 | $2,000 |
| RICHARD NORTHRUP III PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 1 | $2,000 |
| ERIKA JACKSON PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 1 | $2,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 1532, PENNINGTON, NJ 08534-0691
- In care of
- % MERRILL LYNCH TRUST COMPANY
- 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 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
- 30-6083649
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,727,153
- Income (IRS master file)
- $2,926,317
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $510,405 | $258,550 | $3,727,153 | IRS |
| 990-PF | December 2024 | $177,065 | $217,253 | $3,473,571 | IRS |
| 990-PF | December 2023 | $203,079 | $199,157 | $3,513,790 | 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 30-6083649).
Questions about MILDRED E SWANSON FOUNDATION
- What is the EIN of MILDRED E SWANSON FOUNDATION?
- The employer identification number (EIN) of MILDRED E SWANSON FOUNDATION is 30-6083649.
- Is MILDRED E SWANSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to MILDRED E SWANSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MILDRED E SWANSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MILDRED E SWANSON 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 MILDRED E SWANSON 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 MILDRED E SWANSON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 4 received compensation from the organization, the highest $48,293 (BANK OF AMERICA N A, TRUSTEE).
- How much revenue does MILDRED E SWANSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $510,405, expenses of $258,550 and total assets of $3,727,153 at year end.
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