Nonprofit · EIN 34-1923618
SWAGELOK FOUNDATION
Tax-exempt · SOLON, OH 44139
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $7,226,935 | $1,411,370 | $5,815,565 | $10,441,876 | $0 | $10,441,876 |
| December 31, 2024 | 990-PF | $161,008 | $1,511,838 | -$1,350,830 | $4,626,311 | $0 | $4,626,311 |
| December 31, 2023 | 990-PF | $221,829 | $963,498 | -$741,669 | $5,977,141 | $0 | $5,977,141 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $7,000,000
- Dividends
- $76,488
- Interest
- $15,764
- Net gain from sales of assets
- $134,683
Expenses
- Grants and similar amounts paid
- $1,367,680
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,399,335
- Excise tax on investment income
- $2,987
Balance sheet and other
- Total assets, start of year
- $4,626,311
- Total assets, end of year
- $10,441,876
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,441,876
- Fair market value of assets
- $10,675,025
- Qualifying distributions
- $1,399,335
- Net investment income
- $226,935
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 |
|---|---|---|---|
| CHRISTOPHER MIKLICH 29500 SOLON ROAD, SOLON, OH 44139 | TRUSTEE, VICE CHAIR | 1 | $0 |
| HANNAH DELIS 29500 SOLON ROAD, SOLON, OH 44139 | CHAIR, PRESIDENT, TRUSTEE | 1 | $0 |
| ADRIENE STEMEN 29500 SOLON ROAD, SOLON, OH 44139 | SECRETARY, TRUSTEE | 1 | $0 |
| DREW MCDERMITT 31500 AURORA ROAD, SOLON, OH 44139 | TREASURER | 1 | $0 |
| ROB MILLER 29500 SOLON ROAD, SOLON, OH 44139 | TRUSTEE | 1 | $0 |
| ANDREA ZADD 29500 SOLON ROAD, SOLON, OH 44139 | TRUSTEE | 1 | $0 |
| MICHAEL DICESARE 29500 SOLON ROAD, SOLON, OH 44139 | TRUSTEE | 1 | $0 |
| AMY JOHNS 29500 SOLON ROAD, SOLON, OH 44139 | ASSISTANT SECRETARY | 1 | $0 |
| SARAH LISTON 29500 SOLON ROAD, SOLON, OH 44139 | TRUSTEE | 1 | $0 |
| MICHAEL CALABRO 29500 SOLON ROAD, SOLON, OH 44139 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER MIKLICH 29500 SOLON ROAD, SOLON, OH 44139 | TRUSTEE, VICE CHAIR | 1 | $0 |
| LISA MCKAY 29500 SOLON ROAD, SOLON, OH 44139 | TRUSTEE | 1 | $0 |
| HANNAH DELIS 29500 SOLON ROAD, SOLON, OH 44139 | CHAIR, PRESIDENT, TRUSTEE | 1 | $0 |
| JENNIFER WOO 29500 SOLON ROAD, SOLON, OH 44139 | TRUSTEE | 1 | $0 |
| ADRIENE STEMEN 29500 SOLON ROAD, SOLON, OH 44139 | SECRETARY, TRUSTEE | 1 | $0 |
| DREW MCDERMITT 31500 AURORA ROAD, SOLON, OH 44139 | TREASURER | 1 | $0 |
| ROB MILLER 29500 SOLON ROAD, SOLON, OH 44139 | TRUSTEE | 1 | $0 |
| ANDREA ZADD 29500 SOLON ROAD, SOLON, OH 44139 | TRUSTEE | 1 | $0 |
| MICHAEL DICESARE 29500 SOLON ROAD, SOLON, OH 44139 | TRUSTEE | 1 | $0 |
| AMY JOHNS 29500 SOLON ROAD, SOLON, OH 44139 | ASSISTANT SECRETARY | 1 | $0 |
| SARAH LISTON 29500 SOLON ROAD, SOLON, OH 44139 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER MIKLICH 29500 SOLON ROAD, SOLON, OH 44139 | TRUSTEE, VICE CHAIR | 1 | $0 |
| LISA MCKAY 29500 SOLON ROAD, SOLON, OH 44139 | TRUSTEE | 1 | $0 |
| HANNAH DELIS 29500 SOLON ROAD, SOLON, OH 44139 | CHAIR, PRESIDENT, TRUSTEE | 1 | $0 |
| JENNIFER WOO 29500 SOLON ROAD, SOLON, OH 44139 | TRUSTEE | 1 | $0 |
| ADRIENE STEMEN 29500 SOLON ROAD, SOLON, OH 44139 | SECRETARY, TRUSTEE | 1 | $0 |
| DREW MCDERMITT 31500 AURORA ROAD, SOLON, OH 44139 | TREASURER | 1 | $0 |
| ROB MILLER 29500 SOLON ROAD, SOLON, OH 44139 | TRUSTEE | 1 | $0 |
| ANDREA ZADD 29500 SOLON ROAD, SOLON, OH 44139 | TRUSTEE | 1 | $0 |
| MATT SPEECE 29500 SOLON ROAD, SOLON, OH 44139 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 29500 SOLON RD, SOLON, OH 44139-3449
- In care of
- % DOUGLAS S SPICER
- Signed the 990-PF
- DREW MCDERMITT, TREASURER
- Phone
- (440) 649-2059
- Return prepared by
- PWC US 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
- 34-1923618
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $10,441,876
- Income (IRS master file)
- $8,689,635
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $7,226,935 | $1,411,370 | $10,441,876 | XML |
| 990-PF | December 2024 | $161,008 | $1,511,838 | $4,626,311 | XML |
| 990-PF | December 2023 | $221,829 | $963,498 | $5,977,141 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 34-1923618).
Questions about SWAGELOK FOUNDATION
- What is the EIN of SWAGELOK FOUNDATION?
- The employer identification number (EIN) of SWAGELOK FOUNDATION is 34-1923618.
- Is SWAGELOK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to SWAGELOK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SWAGELOK FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SWAGELOK 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 SWAGELOK 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 SWAGELOK FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does SWAGELOK FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $7,226,935, expenses of $1,411,370 and total assets of $10,441,876 at year end.
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All nonprofits in SOLON · Ohio · Philanthropy, voluntarism and grantmaking foundations