Nonprofit · EIN 47-6231459
DOROTHY E SWANSON CHARITABLE TRUST
Tax-exempt · NORFOLK, NE 68701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $49,957 | $135,948 | -$85,991 | $1,472,476 | $0 | $1,472,476 |
| December 31, 2024 | 990-PF | $89,954 | $121,673 | -$31,719 | $1,558,467 | $0 | $1,558,467 |
| December 31, 2023 | 990-PF | $89,825 | $123,179 | -$33,354 | $1,590,186 | $0 | $1,590,186 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $85,982
- Interest
- $1,410
- Net gain from sales of assets
- -$37,435
Expenses
- Grants and similar amounts paid
- $94,934
- Compensation of officers, directors and key employees
- $20,519
- Disbursements for charitable purposes
- $117,430
- Excise tax on investment income
- $957
Balance sheet and other
- Total assets, start of year
- $1,558,467
- Total assets, end of year
- $1,472,476
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,472,476
- Fair market value of assets
- $2,569,200
- Qualifying distributions
- $117,430
- Net investment income
- $87,392
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 |
|---|---|---|---|
| ELKHORN VALLEY BANK TRUST 1010 W OMAHA AVE, NORFOLK, NE 68701 | TRUSTEE & FOUNDATION MANAGER | 5 | $20,519 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELKHORN VALLEY BANK TRUST 1010 W OMAHA AVE, NORFOLK, NE 68701 | TRUSTEE & FOUNDATION MANAGER | 5 | $19,461 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELKHORN VALLEY BANK TRUST 1010 W OMAHA AVE, NORFOLK, NE 68701 | TRUSTEE & FOUNDATION MANAGER | 5 | $18,738 |
Address and contacts
- Address (IRS master file)
- 1010 W OMAHA AVE, NORFOLK, NE 68701-5704
- In care of
- % ELKHORN VALLEY BANK & TRUST TTEE
- Signed the 990-PF
- TOM HOCKABOUT, TRUST OFFICER
- Phone
- (402) 371-8928
- Return prepared by
- SWEET & ASSOCIATES PC
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
- 47-6231459
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,472,476
- Income (IRS master file)
- $282,405
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $49,957 | $135,948 | $1,472,476 | IRS |
| 990-PF | December 2024 | $89,954 | $121,673 | $1,558,467 | IRS |
| 990-PF | December 2023 | $89,825 | $123,179 | $1,590,186 | 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 47-6231459).
Questions about DOROTHY E SWANSON CHARITABLE TRUST
- What is the EIN of DOROTHY E SWANSON CHARITABLE TRUST?
- The employer identification number (EIN) of DOROTHY E SWANSON CHARITABLE TRUST is 47-6231459.
- Is DOROTHY E SWANSON CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to DOROTHY E SWANSON CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DOROTHY E SWANSON CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DOROTHY E SWANSON 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 DOROTHY E SWANSON 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 DOROTHY E SWANSON CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $20,519 (ELKHORN VALLEY BANK TRUST, TRUSTEE & FOUNDATION MANAGER).
- How much revenue does DOROTHY E SWANSON CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $49,957, expenses of $135,948 and total assets of $1,472,476 at year end.
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