Nonprofit · EIN 42-6485815
WESLEY H & BARBARA DUER SWILER MEMORIAL TRUST SCHOLARSHIP
Tax-exempt · BURLINGTON, IA 52601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $29,552 | $19,304 | $10,248 | $222,594 | $0 | $222,594 |
| February 28, 2025 | 990-PF | $10,626 | $18,697 | -$8,071 | $212,346 | $0 | $212,346 |
| February 29, 2024 | 990-PF | $19,034 | $17,465 | $1,569 | $220,417 | $0 | $220,417 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Contributions, gifts and grants
- $11,766
- Dividends
- $3,738
- Interest
- $2,401
- Net gain from sales of assets
- $11,647
Expenses
- Grants and similar amounts paid
- $16,000
- Compensation of officers, directors and key employees
- $2,720
- Disbursements for charitable purposes
- $16,000
- Excise tax on investment income
- $203
Balance sheet and other
- Total assets, start of year
- $212,346
- Total assets, end of year
- $222,594
- Total liabilities, end of year
- $0
- Net assets, end of year
- $222,594
- Fair market value of assets
- $387,117
- Qualifying distributions
- $16,000
- Net investment income
- $17,786
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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TWO RIVERS PO BOX 728, BURLINGTON, IA 52601 | TRUSTEE | 1 | $2,720 |
990-PF for the year ended February 28, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TWO RIVERS PO BOX 728, BURLINGTON, IA 52601 | TRUSTEE | 1 | $3,026 |
990-PF for the year ended February 29, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TWO RIVERS PO BOX 728, BURLINGTON, IA 52601 | TRUSTEE | 1 | $2,705 |
Address and contacts
- Address (IRS master file)
- PO BOX 728, BURLINGTON, IA 52601-0728
- In care of
- % BURLINGTON BANK & TRUST TTEE
- Signed the 990-PF
- TWO RIVERS, TRUSTEE
- Phone
- (319) 753-9130
- Return prepared by
- MENKE & COMPANY
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-6485815
- 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
- 1992
- Accounting year ends
- February
- Files
- Form 990-PF
- Assets (IRS master file)
- $222,594
- Income (IRS master file)
- $29,552
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $29,552 | $19,304 | $222,594 | XML |
| 990-PF | February 2025 | $10,626 | $18,697 | $212,346 | IRS |
| 990-PF | February 2024 | $19,034 | $17,465 | $220,417 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 2020 | – | – | – | IRS |
| 990-PF | February 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 42-6485815).
Questions about WESLEY H & BARBARA DUER SWILER MEMORIAL TRUST SCHOLARSHIP
- What is the EIN of WESLEY H & BARBARA DUER SWILER MEMORIAL TRUST SCHOLARSHIP?
- The employer identification number (EIN) of WESLEY H & BARBARA DUER SWILER MEMORIAL TRUST SCHOLARSHIP is 42-6485815.
- Is WESLEY H & BARBARA DUER SWILER MEMORIAL TRUST SCHOLARSHIP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to WESLEY H & BARBARA DUER SWILER MEMORIAL TRUST SCHOLARSHIP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WESLEY H & BARBARA DUER SWILER MEMORIAL TRUST SCHOLARSHIP file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WESLEY H & BARBARA DUER SWILER MEMORIAL TRUST SCHOLARSHIP 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 WESLEY H & BARBARA DUER SWILER MEMORIAL TRUST SCHOLARSHIP last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of WESLEY H & BARBARA DUER SWILER MEMORIAL TRUST SCHOLARSHIP?
- The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $2,720 (TWO RIVERS, TRUSTEE).
- How much revenue does WESLEY H & BARBARA DUER SWILER MEMORIAL TRUST SCHOLARSHIP have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $29,552, expenses of $19,304 and total assets of $222,594 at year end.
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