Nonprofit · EIN 57-6029371
NORMAN J AND GERRY SUE ARNOLD FOUNDATION
Tax-exempt · COLUMBIA, SC 29201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $741,873 | $498,624 | $243,249 | $6,082,207 | $0 | $6,082,207 |
| December 31, 2024 | 990-PF | $402,603 | $559,205 | -$156,602 | $5,838,958 | $0 | $5,838,958 |
| December 31, 2023 | 990-PF | $458,874 | $489,221 | -$30,347 | $5,997,424 | $1,864 | $5,995,560 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $170,823
- Net gain from sales of assets
- $457,034
- Other income
- $114,016
Expenses
- Grants and similar amounts paid
- $380,000
- Compensation of officers, directors and key employees
- $30,000
- Disbursements for charitable purposes
- $380,000
- Excise tax on investment income
- $9,104
Balance sheet and other
- Total assets, start of year
- $5,838,958
- Total assets, end of year
- $6,082,207
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,082,207
- Fair market value of assets
- $8,824,773
- Qualifying distributions
- $380,000
- Net investment income
- $741,873
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 |
|---|---|---|---|
| JESSE M SWEARINGEN III 1501 MAIN STREET SUITE 600, COLUMBIA, SC 29201 | CHARIMAN/TREASURER | 2 | $10,000 |
| AARON PERLMUTTER 1501 MAIN STREET SUITE 600, COLUMBIA, SC 29201 | VICE CHAIRMAN | 2 | $10,000 |
| MIKE ARNOLD 1501 MAIN STREET SUITE 600, COLUMBIA, SC 29201 | SECRETARY | 2 | $10,000 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSE M SWEARINGEN III 1501 MAIN STREET SUITE 600, COLUMBIA, SC 29201 | CHARIMAN/TREASURER | 2 | $10,000 |
| AARON PERLMUTTER 1501 MAIN STREET SUITE 600, COLUMBIA, SC 29201 | VICE CHAIRMAN | 2 | $10,000 |
| MIKE ARNOLD 1501 MAIN STREET SUITE 600, COLUMBIA, SC 29201 | SECRETARY | 2 | $10,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSE M SWEARINGEN III 1501 MAIN STREET SUITE 600, COLUMBIA, SC 29201 | CHARIMAN/TREASURER | 2 | $10,000 |
| MIKE ARNOLD 1501 MAIN STREET SUITE 600, COLUMBIA, SC 29201 | SECRETARY | 2 | $10,000 |
| AARON PERLMUTTER 1501 MAIN STREET SUITE 600, COLUMBIA, SC 29201 | VICE CHAIRMAN | 2 | $5,000 |
Address and contacts
- Address (IRS master file)
- 1501 MAIN ST STE 600, COLUMBIA, SC 29201-2881
- Signed the 990-PF
- JESSE M SWEARINGEN III, TREASURER
- Phone
- (803) 771-8943
- Return prepared by
- SMITH & HOWARD ADVISORY LLC
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
- 57-6029371
- 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
- 1966
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $6,082,207
- Income (IRS master file)
- $1,872,239
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $741,873 | $498,624 | $6,082,207 | IRS |
| 990-PF | December 2024 | $402,603 | $559,205 | $5,838,958 | IRS |
| 990-PF | December 2023 | $458,874 | $489,221 | $5,997,424 | 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 57-6029371).
Questions about NORMAN J AND GERRY SUE ARNOLD FOUNDATION
- What is the EIN of NORMAN J AND GERRY SUE ARNOLD FOUNDATION?
- The employer identification number (EIN) of NORMAN J AND GERRY SUE ARNOLD FOUNDATION is 57-6029371.
- Is NORMAN J AND GERRY SUE ARNOLD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to NORMAN J AND GERRY SUE ARNOLD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NORMAN J AND GERRY SUE ARNOLD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NORMAN J AND GERRY SUE ARNOLD 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 NORMAN J AND GERRY SUE ARNOLD 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 NORMAN J AND GERRY SUE ARNOLD FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $10,000 (JESSE M SWEARINGEN III, CHARIMAN/TREASURER).
- How much revenue does NORMAN J AND GERRY SUE ARNOLD FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $741,873, expenses of $498,624 and total assets of $6,082,207 at year end.
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