Nonprofit · EIN 36-6693648
SWARTS MEMORIAL FUND
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $1,462,011 | $657,259 | $804,752 | $9,777,594 | $0 | $9,777,594 |
| March 31, 2025 | 990-PF | $841,116 | $627,527 | $213,589 | $8,707,687 | $0 | $8,707,687 |
| March 31, 2024 | 990-PF | $304,350 | $469,713 | -$165,363 | $8,474,694 | $0 | $8,474,694 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $245,855
- Net gain from sales of assets
- $1,187,481
- Other income
- $28,675
Expenses
- Grants and similar amounts paid
- $535,441
- Compensation of officers, directors and key employees
- $104,244
- Disbursements for charitable purposes
- $577,653
- Excise tax on investment income
- $18,836
Balance sheet and other
- Total assets, start of year
- $8,707,687
- Total assets, end of year
- $9,777,594
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,777,594
- Fair market value of assets
- $11,193,625
- Qualifying distributions
- $577,653
- Net investment income
- $1,429,452
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $104,244 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $98,155 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $87,637 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA NA
- 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-6693648
- 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
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $9,777,594
- Income (IRS master file)
- $2,884,412
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $1,462,011 | $657,259 | $9,777,594 | XML |
| 990-PF | March 2025 | $841,116 | $627,527 | $8,707,687 | XML |
| 990-PF | March 2024 | $304,350 | $469,713 | $8,474,694 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 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 36-6693648).
Questions about SWARTS MEMORIAL FUND
- What is the EIN of SWARTS MEMORIAL FUND?
- The employer identification number (EIN) of SWARTS MEMORIAL FUND is 36-6693648.
- Is SWARTS MEMORIAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Are donations to SWARTS MEMORIAL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SWARTS MEMORIAL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SWARTS MEMORIAL FUND due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SWARTS MEMORIAL FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of SWARTS MEMORIAL FUND?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $104,244 (BANK OF AMERICA, TRUSTEE).
- How much revenue does SWARTS MEMORIAL FUND have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $1,462,011, expenses of $657,259 and total assets of $9,777,594 at year end.
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