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Nonprofit · EIN 30-6267096

HENRY E SWEET TR

Also known as WARREN W STEVENS TTEE

Tax-exempt · MOORESTOWN, NJ 08057

Financials

$35K$21K2024$31K$34K2025
Revenue Expenses · by fiscal year end
Financials of HENRY E SWEET TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$31,436$34,163-$2,727$342,129$0$342,129
December 31, 2024990-PF$35,250$20,529$14,721$344,856$0$344,856
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$575
Dividends
$30,861

Expenses

Grants and similar amounts paid
$33,481
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Disbursements for charitable purposes
$34,163
Excise tax on investment income
$419

Balance sheet and other

Total assets, start of year
$344,856
Total assets, end of year
$342,129
Total liabilities, end of year
$0
Net assets, end of year
$342,129
Fair market value of assets
$622,889
Qualifying distributions
$34,163
Net investment income
$30,861

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.

NameTitleHours / weekCompensation
Warren W Stevens
475 Windrow Clusters Drive, Moorestown, NJ 08057
Trustee2$0
William D Selden V
5109 W Franklin Street, Richmond, VA 23173
Trustee2$0
William J McManimen
1219 Lois Road, Maple Glen, PA 19002
Trustee2$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Warren W Stevens
475 Windrow Clusters Drive, Moorestown, NJ 08057
Trustee2$0
William D Selden V
5109 W Franklin Street, Richmond, VA 23173
Trustee2$0
William J McManimen
1219 Lois Road, Maple Glen, PA 19002
Trustee2$0

Address and contacts

Address (IRS master file)
475 WINDROW CLUSTERS DR, MOORESTOWN, NJ 08057-4307
In care of
% WARREN W STEVENS
Signed the 990-PF
Warren W Stevens, Trustee
Phone
(609) 922-0163

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
30-6267096
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
2011
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$342,129
Income (IRS master file)
$31,436

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$60,656$24,546$330,135IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 HENRY E SWEET TR

What is the EIN of HENRY E SWEET TR?
The employer identification number (EIN) of HENRY E SWEET TR is 30-6267096.
Is HENRY E SWEET TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to HENRY E SWEET TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HENRY E SWEET TR file?
Form 990-PF. Private foundations file every year.
When is the next return of HENRY E SWEET TR 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 HENRY E SWEET TR 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 HENRY E SWEET TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does HENRY E SWEET TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $31,436, expenses of $34,163 and total assets of $342,129 at year end.

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