Nonprofit · EIN 44-0663403
MAY H ILGENFRITZ TESTAMENTARY TR
Also known as NJSA CO TTEE
Tax-exempt · CAVE CREEK, AZ 85331
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $362,371 | $320,021 | $42,350 | $3,239,424 | $0 | $3,239,424 |
| December 31, 2024 | 990-PF | $123,973 | $346,299 | -$222,326 | $3,301,422 | $0 | $3,301,422 |
| December 31, 2023 | 990-PF | $70,607 | $230,474 | -$159,867 | $3,521,971 | $0 | $3,521,971 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $89,409
- Net gain from sales of assets
- $272,962
Expenses
- Grants and similar amounts paid
- $284,905
- Compensation of officers, directors and key employees
- $24,266
- Disbursements for charitable purposes
- $309,686
- Excise tax on investment income
- $4,948
Balance sheet and other
- Total assets, start of year
- $3,301,422
- Total assets, end of year
- $3,239,424
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,239,424
- Fair market value of assets
- $5,084,418
- Qualifying distributions
- $309,686
- Net investment income
- $362,371
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 |
|---|---|---|---|
| JOHN SWEARINGEN PO BOX 311, SEDALIA, MO 653020311 | CO-TRUSTEE | 3 | $12,133 |
| STAFFORD SWEARINGEN 4551 E BAJADA ROAD, CAVE CREEK, AZ 85331 | CO-TRUSTEE | 3 | $12,133 |
| RBC TRUST COMPANY DELAWARE LTD PO BOX 15627, WILMINGTON, DE 198505627 | CO-TRUSTEE, AS REQ. | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STAFFORD SWEARINGEN 4551 E BAJADA ROAD, CAVE CREEK, AZ 85331 | CO-TRUSTEE | 3 | $11,614 |
| JOHN SWEARINGEN PO BOX 311, SEDALIA, MO 653020311 | CO-TRUSTEE | 3 | $11,613 |
| RBC TRUST COMPANY DELAWARE LTD PO BOX 15627, WILMINGTON, DE 198505627 | CO-TRUSTEE, AS REQ. | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN SWEARINGEN PO BOX 311, SEDALIA, MO 653020311 | CO-TRUSTEE | 3 | $10,777 |
| STAFFORD SWEARINGEN 4551 E BAJADA ROAD, CAVE CREEK, AZ 85331 | CO-TRUSTEE | 3 | $10,777 |
| RBC TRUST COMPANY DELAWARE LTD PO BOX 15627, WILMINGTON, DE 198505627 | CO-TRUSTEE, AS REQ. | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4551 E BAJADA RD, CAVE CREEK, AZ 85331-2675
- In care of
- % RBC TRUST CO
- Signed the 990-PF
- STAFFORD MCKEE SWEARINGEN, TRUSTEE
- Phone
- (602) 776-4738
- Return prepared by
- KPMG LLP
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
- 44-0663403
- 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
- 1971
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,239,424
- Income (IRS master file)
- $1,608,475
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $362,371 | $320,021 | $3,239,424 | IRS |
| 990-PF | December 2024 | $123,973 | $346,299 | $3,301,422 | XML |
| 990-PF | December 2023 | $70,607 | $230,474 | $3,521,971 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 44-0663403).
Questions about MAY H ILGENFRITZ TESTAMENTARY TR
- What is the EIN of MAY H ILGENFRITZ TESTAMENTARY TR?
- The employer identification number (EIN) of MAY H ILGENFRITZ TESTAMENTARY TR is 44-0663403.
- Is MAY H ILGENFRITZ TESTAMENTARY TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to MAY H ILGENFRITZ TESTAMENTARY TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MAY H ILGENFRITZ TESTAMENTARY TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MAY H ILGENFRITZ TESTAMENTARY TR 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 MAY H ILGENFRITZ TESTAMENTARY TR 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 MAY H ILGENFRITZ TESTAMENTARY TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 2 received compensation from the organization, the highest $12,133 (JOHN SWEARINGEN, CO-TRUSTEE).
- How much revenue does MAY H ILGENFRITZ TESTAMENTARY TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $362,371, expenses of $320,021 and total assets of $3,239,424 at year end.
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