Nonprofit · EIN 37-6299220
TIMOTHY W AND KATHERINE A SWAIN CHARITABLE TRUST
Also known as C-O TIM SWAIN
Tax-exempt · PEORIA, IL 61614
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $49,323 | $65,842 | -$16,519 | $253,944 | $0 | $253,944 |
| December 31, 2024 | 990-PF | $46,554 | $54,970 | -$8,416 | $270,463 | $0 | $270,463 |
| December 31, 2023 | 990-PF | $29,527 | $50,937 | -$21,410 | $278,879 | $0 | $278,879 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $19,996
- Interest
- $144
- Net gain from sales of assets
- $20,887
- Other income
- $8,296
Expenses
- Grants and similar amounts paid
- $63,450
- Disbursements for charitable purposes
- $63,450
- Excise tax on investment income
- $671
Balance sheet and other
- Total assets, start of year
- $270,463
- Total assets, end of year
- $253,944
- Total liabilities, end of year
- $0
- Net assets, end of year
- $253,944
- Fair market value of assets
- $1,396,141
- Qualifying distributions
- $63,450
- Net investment income
- $49,323
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 |
|---|---|---|---|
| TIMOTHY W SWAIN II 815 MURPHREESBORO, FRANKLIN, TN 37064 | TRUSTEE | 0 | $0 |
| NANCY CRAWFORD 7417 N EDGEWILD DR, PEORIA, IL 61614 | TRUSTEE | 0 | $0 |
| CYNTHIA MILLS 7412 N EDGEWILD DR, PEORIA, IL 61614 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIMOTHY W SWAIN II 111 E MORNINGSIDE DR, PEORIA, IL 61614 | TRUSTEE | 0 | $0 |
| NANCY CRAWFORD 7417 N EDGEWILD DR, PEORIA, IL 61614 | TRUSTEE | 0 | $0 |
| CYNTHIA MILLS 7412 N EDGEWILD DR, PEORIA, IL 61614 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIMOTHY W SWAIN II 111 E MORNINGSIDE DR, PEORIA, IL 61614 | TRUSTEE | 0 | $0 |
| NANCY CRAWFORD 7417 N EDGEWILD DR, PEORIA, IL 61614 | TRUSTEE | 0 | $0 |
| CYNTHIA MILLS 7412 N EDGEWILD DR, PEORIA, IL 61614 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 7412 N EDGEWILD DR, PEORIA, IL 61614-2116
- Signed the 990-PF
- CYNTHIA MILLS, TRUSTEE
- Phone
- (309) 692-7340
- Return prepared by
- GORENZ AND ASSOCIATES LTD
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
- 37-6299220
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $253,944
- Income (IRS master file)
- $83,127
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $49,323 | $65,842 | $253,944 | XML |
| 990-PF | December 2024 | $46,554 | $54,970 | $270,463 | IRS |
| 990-PF | December 2023 | $29,527 | $50,937 | $278,879 | 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 37-6299220).
Questions about TIMOTHY W AND KATHERINE A SWAIN CHARITABLE TRUST
- What is the EIN of TIMOTHY W AND KATHERINE A SWAIN CHARITABLE TRUST?
- The employer identification number (EIN) of TIMOTHY W AND KATHERINE A SWAIN CHARITABLE TRUST is 37-6299220.
- Is TIMOTHY W AND KATHERINE A SWAIN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to TIMOTHY W AND KATHERINE A SWAIN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TIMOTHY W AND KATHERINE A SWAIN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TIMOTHY W AND KATHERINE A SWAIN CHARITABLE TRUST 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 TIMOTHY W AND KATHERINE A SWAIN CHARITABLE TRUST 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 TIMOTHY W AND KATHERINE A SWAIN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does TIMOTHY W AND KATHERINE A SWAIN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $49,323, expenses of $65,842 and total assets of $253,944 at year end.
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