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Nonprofit · EIN 38-7227245

SW CALKINS FOUNDATION TR

Also known as SANDRA C HARDY TTEE

Tax-exempt · PHILADELPHIA, PA 19103

Financials

$60K$65K2022$25K$64K2023$60K$70K2024
Revenue Expenses · by fiscal year end
Financials of SW CALKINS FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$60,055$69,917-$9,862$1,210,613$0$1,210,613
August 31, 2024990-PF$24,841$64,047-$39,206$1,204,860$0$1,204,860
August 31, 2023990-PF$59,990$64,760-$4,770$1,083,710$0$1,083,710
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$22,991
Net gain from sales of assets
$37,064

Expenses

Grants and similar amounts paid
$66,875
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$66,875
Excise tax on investment income
$792

Balance sheet and other

Total assets, start of year
$1,204,860
Total assets, end of year
$1,210,613
Total liabilities, end of year
$0
Net assets, end of year
$1,210,613
Fair market value of assets
$1,210,613
Qualifying distributions
$66,875
Net investment income
$60,055

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.

NameTitleHours / weekCompensation
SANDRA C HARDY
30 S 17TH STREET SUITE 820, PHILADELPHIA, PA 19103
TRUSTEE1$0
990-PF for the year ended August 31, 2024: 1 people
NameTitleHours / weekCompensation
SANDRA C HARDY
30 S 17TH STREET SUITE 820, PHILADELPHIA, PA 19103
TRUSTEE1$0
990-PF for the year ended August 31, 2023: 1 people
NameTitleHours / weekCompensation
SANDRA C HARDY
30 S 17TH STREET SUITE 820, PHILADELPHIA, PA 19103
TRUSTEE1$0

Address and contacts

Address (IRS master file)
30 S 17TH ST STE 820, PHILADELPHIA, PA 19103-4003
In care of
% NADINE DOOLITTLE
Signed the 990-PF
SANDRA C HARDY, TRUSTEE
Phone
(267) 369-3340
Return prepared by
KREISCHER MILLER

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 yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
38-7227245
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
2020
Accounting year ends
August
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,210,613
Income (IRS master file)
$166,781

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$60,055$69,917$1,210,613XML
990-PFAugust 2024$24,841$64,047$1,204,860XML
990-PFAugust 2023$59,990$64,760$1,083,710XML
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 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 38-7227245).

Questions about SW CALKINS FOUNDATION TR

What is the EIN of SW CALKINS FOUNDATION TR?
The employer identification number (EIN) of SW CALKINS FOUNDATION TR is 38-7227245.
Is SW CALKINS FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to SW CALKINS FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SW CALKINS FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of SW CALKINS FOUNDATION TR 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 SW CALKINS FOUNDATION TR 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 SW CALKINS FOUNDATION TR?
The 990-PF for the year ended August 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does SW CALKINS FOUNDATION TR have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $60,055, expenses of $69,917 and total assets of $1,210,613 at year end.

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