Nonprofit · EIN 35-1808523
ANN C SWEENEY FOUNDATION
Tax-exempt · MICHIGAN CITY, IN 46360
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $28,127 | $22,930 | $5,197 | $317,748 | $0 | $317,748 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $10,896
- Interest
- $868
- Net gain from sales of assets
- $16,347
- Other income
- $16
Expenses
- Grants and similar amounts paid
- $17,319
- Compensation of officers, directors and key employees
- $4,637
- Disbursements for charitable purposes
- $17,319
- Excise tax on investment income
- $314
Balance sheet and other
- Total assets, start of year
- $312,557
- Total assets, end of year
- $317,748
- Total liabilities, end of year
- $0
- Net assets, end of year
- $317,748
- Fair market value of assets
- $379,005
- Qualifying distributions
- $17,319
- Net investment income
- $28,111
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HORIZON TRUST INVESTMENT MANAGEME 515 FRANKLIN STREET, MICHIGAN CITY, IN 46360 | TRUSTEE | 4 | $4,637 |
Address and contacts
- Address (IRS master file)
- 515 FRANKLIN ST, MICHIGAN CITY, IN 46360-3328
- In care of
- % FIRST CITIZENS BANK NA
- Signed the 990-PF
- REBECCA GREENLAW, VP, Trust Ops
- Phone
- (219) 874-9289
- Return prepared by
- KRUGGEL LAWTON & COMPANY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 35-1808523
- 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
- 1990
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $317,748
- Income (IRS master file)
- $167,239
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | – | – | – | IRS |
| 990-PF | August 2024 | $15,014 | $22,168 | $312,557 | IRS |
| 990-PF | August 2023 | – | – | – | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 ANN C SWEENEY FOUNDATION
- What is the EIN of ANN C SWEENEY FOUNDATION?
- The employer identification number (EIN) of ANN C SWEENEY FOUNDATION is 35-1808523.
- Is ANN C SWEENEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to ANN C SWEENEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANN C SWEENEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANN C SWEENEY FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANN C SWEENEY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of ANN C SWEENEY FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,637 (HORIZON TRUST INVESTMENT MANAGEME, TRUSTEE).
- How much revenue does ANN C SWEENEY FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $28,127, expenses of $22,930 and total assets of $317,748 at year end.
Other nonprofits in MICHIGAN CITY
- PALADIN INC EIN 35-6076798 · last filed 990 for 2025
- FIRST TRUST CREDIT UNION EIN 35-1089892 · last filed 990 for 2025
- LA PORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNCIL INC EIN 35-1168040 · last filed 990 for 2025
- UNITY FOUNDATION OF LAPORTE COUNTY INC EIN 35-1658674 · last filed 990 for 2024
- NORTH CENTRAL COMMUNITY ACTION AGENCY INC NEIGHBORHOOD CENTER PRO EIN 35-1148191 · last filed 990 for 2024
- DEPARTMENT OF FINANCIAL INSTITUTION DIVISION OF CREDIT UNIONS IN IND EIN 35-6032041 · last filed 990 for 2025
- POTTAWATTOMIE COUNTRY CLUB INC EIN 35-0589385 · last filed 990 for 2024
- DUNEBROOK INC EIN 35-1781854 · last filed 990 for 2024