Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 51-0516197

WILLIAM E & ANN L SWAN FOUNDATION

Tax-exempt · CLARENCE, NY 14031

Financials

$15K$1.4M2023$24K$323K2024$11K$93K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM E & ANN L SWAN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$11,348$93,408-$82,060$278,210$0$278,210
December 31, 2024990-PF$24,142$322,856-$298,714$360,270$0$360,270
December 31, 2023990-PF$14,752$1,360,807-$1,346,055$658,984$0$658,984
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$11,348

Expenses

Grants and similar amounts paid
$92,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$92,500
Excise tax on investment income
$148

Balance sheet and other

Total assets, start of year
$360,270
Total assets, end of year
$278,210
Total liabilities, end of year
$0
Net assets, end of year
$278,210
Fair market value of assets
$278,210
Qualifying distributions
$92,500
Net investment income
$11,215

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.

NameTitleHours / weekCompensation
J MICHAEL FETTER
25 BROAD BENT COURT, EAST AMHERST, NY 14051
TRUSTEE0.5$0
PAULINE KALENIK
5175 LEXOR LANE, CLARENCE, NY 14031
TRUSTEE0.5$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
J MICHAEL FETTER
25 BROAD BENT COURT, EAST AMHERST, NY 14051
TRUSTEE0.5$0
PAULINE KALENIK
5175 LEXOR LANE, CLARENCE, NY 14031
TRUSTEE0.5$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
J MICHAEL FETTER
25 BROAD BENT COURT, EAST AMHERST, NY 14051
TRUSTEE0.5$0
PAULINE KALENIK
5175 LEXOR LANE, CLARENCE, NY 14031
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
5175 LEXOR LN, CLARENCE, NY 14031-1482
In care of
% ANN L SWAN
Signed the 990-PF
PAULINE KALENIK, TRUSTEE
Phone
(716) 553-5627
Return prepared by
DOPKINS & COMPANY 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
51-0516197
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
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$278,210
Income (IRS master file)
$11,348

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$11,348$93,408$278,210IRS
990-PFDecember 2024$24,142$322,856$360,270IRS
990-PFDecember 2023$14,752$1,360,807$658,984XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 51-0516197).

Questions about WILLIAM E & ANN L SWAN FOUNDATION

What is the EIN of WILLIAM E & ANN L SWAN FOUNDATION?
The employer identification number (EIN) of WILLIAM E & ANN L SWAN FOUNDATION is 51-0516197.
Is WILLIAM E & ANN L SWAN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to WILLIAM E & ANN L SWAN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM E & ANN L SWAN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM E & ANN L SWAN FOUNDATION 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 WILLIAM E & ANN L SWAN FOUNDATION 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 WILLIAM E & ANN L SWAN FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does WILLIAM E & ANN L SWAN FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $11,348, expenses of $93,408 and total assets of $278,210 at year end.

Other nonprofits in CLARENCE

All nonprofits in CLARENCE · New York · Philanthropy, voluntarism and grantmaking foundations