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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 42-6477222

BARBARA D SWILER TRUST UW

Tax-exempt · BURLINGTON, IA 52601

Financials

$20K$34K2023$29K$7K2024$33K$62K2025
Revenue Expenses · by fiscal year end
Financials of BARBARA D SWILER TRUST UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2026990-EZ$33,265$62,124-$28,859$417,113–$417,113
February 28, 2025990-EZ$28,783$7,004$21,779$445,972–$445,972
February 29, 2024990-EZ$19,773$34,467-$14,694$424,193–$424,193
Financial details: 990-EZ for the year ended February 28, 2026

Revenue

Investment income
$13,092
Net gain from sales of assets
$20,173

Expenses

Grants and similar amounts paid
$55,212
Compensation of officers, directors and key employees
$5,322
Salaries, compensation and benefits (total)
$5,322
Professional fees and payments to contractors
$500
Other expenses
$1,090
Program services (functional)
$62,124

Balance sheet and other

Total assets, start of year
$445,972
Total assets, end of year
$417,113
Total liabilities, end of year
–
Net assets, end of year
$417,113
Cash, savings and investments
$415,312
Gross receipts
$33,265

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-EZ for the year ended February 28, 2026, highest compensation first.

NameTitleHours / weekCompensation
TWO RIVERS BANK & TRUSTTRUSTEE1$5,322
990-EZ for the year ended February 28, 2025: 1 people
NameTitleHours / weekCompensation
TWO RIVERS BANK & TRUSTTRUSTEE1$5,932
990-EZ for the year ended February 29, 2024: 1 people
NameTitleHours / weekCompensation
TWO RIVERS BANK & TRUSTTRUSTEE1$5,376

Address and contacts

Address (IRS master file)
PO BOX 728, BURLINGTON, IA 52601-0728
In care of
% TWO RIVERS BANK & TRUST
Signed the 990-EZ
TWO RIVERS BANK TRUST, TRUSTEE
Phone
(319) 753-9100
Return prepared by
MENKE & COMPANY

Mission

SUPPORT SPECIFIC CHARITIES

990-EZ for the year ended February 28, 2026

Program accomplishments

  • SUPPORT IOWA WESLEYAN UNIVERSITY, MT PLEASANT IA
    Expenses $17,088 · grants $11,766
  • SUPPORT CHRIST EPISCOPAL CHURCH IN BURLINGTON, IA
    Expenses $18,103 · grants $18,103
  • SUPPORT THE DES MOINES COUNTY HISTORICAL SOCIETY IN BURLINGTON, IA
    Expenses $9,051 · grants $9,051
  • SUPPORT OF YMCA IN BURLINGTON, IA.
    Expenses $17,882 · grants $16,292

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026990-EZ on file
2024February 28, 2025July 15, 2025990-EZ on file
2023February 29, 2024July 15, 2024990-EZ on file

File the 2026 990-N for BARBARA D SWILER TRUST UW

Due July 15, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
42-6477222
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Organization testing for public safety
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1992
Accounting year ends
February
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$417,113
Income (IRS master file)
$33,265

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZFebruary 2026$33,265$62,124$417,113IRS
990-EZFebruary 2025$28,783$7,004$445,972IRS
990-EZFebruary 2024$19,773$34,467$424,193XML
990-EZFebruary 2023–––IRS
990February 2022–––IRS
990February 2021–––IRS
990February 2020–––IRS
990February 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 42-6477222).

Questions about BARBARA D SWILER TRUST UW

What is the EIN of BARBARA D SWILER TRUST UW?
The employer identification number (EIN) of BARBARA D SWILER TRUST UW is 42-6477222.
Is BARBARA D SWILER TRUST UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to BARBARA D SWILER TRUST UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BARBARA D SWILER TRUST UW file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of BARBARA D SWILER TRUST UW due?
The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BARBARA D SWILER TRUST UW last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended February 2026.
Who are the officers and directors of BARBARA D SWILER TRUST UW?
The 990-EZ for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $5,322 (TWO RIVERS BANK & TRUST, TRUSTEE).
How much revenue does BARBARA D SWILER TRUST UW have?
On its 990-EZ for the year ended February 28, 2026 it reported revenue of $33,265, expenses of $62,124 and total assets of $417,113 at year end.

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