Nonprofit · EIN 82-1034415
NEW EAGLE FOUNDATION
Tax-exempt · ANN ARBOR, MI 48105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $453,905 | $560,946 | -$107,041 | $10,075,697 | $0 | $10,075,697 |
| December 31, 2024 | 990-PF | $489,166 | $567,790 | -$78,624 | $9,434,758 | $0 | $9,434,758 |
| December 31, 2023 | 990-PF | $348,727 | $586,654 | -$237,927 | $9,250,211 | $0 | $9,250,211 |
| December 31, 2021 | 990-PF | $10,500,619 | $121,000 | $10,379,619 | $10,790,354 | $0 | $10,790,354 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $353,462
- Interest
- $238
- Net gain from sales of assets
- $102,737
- Other income
- -$2,532
Expenses
- Grants and similar amounts paid
- $455,850
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $455,891
- Excise tax on investment income
- $4,969
Balance sheet and other
- Total assets, start of year
- $9,434,758
- Total assets, end of year
- $10,075,697
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,075,697
- Fair market value of assets
- $10,075,697
- Qualifying distributions
- $455,891
- Net investment income
- $456,437
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 |
|---|---|---|---|
| RICHARD C SWORTZEL 3588 PLYMOUTH ROAD 272, ANN ARBOR, MI 48105 | DIRECTOR / VP | 0 | $0 |
| MARY M SWORTZEL 3588 PLYMOUTH ROAD 272, ANN ARBOR, MI 48105 | PRES./SEC./TREAS. | 0 | $0 |
| MICHAEL F SWORTZEL 3588 PLYMOUTH RD 272, ANN ARBOR, MI 48105 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD C SWORTZEL 3588 PLYMOUTH ROAD 272, ANN ARBOR, MI 48105 | DIRECTOR / VP | 0 | $0 |
| MARY M SWORTZEL 3588 PLYMOUTH ROAD 272, ANN ARBOR, MI 48105 | PRES./SEC./TREAS. | 0 | $0 |
| MICHAEL F SWORTZEL 3588 PLYMOUTH RD 272, ANN ARBOR, MI 48105 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD C SWORTZEL 3588 PLYMOUTH ROAD 272, ANN ARBOR, MI 48105 | DIRECTOR / VP | 0 | $0 |
| MARY M SWORTZEL 3588 PLYMOUTH ROAD 272, ANN ARBOR, MI 48105 | PRES./SEC./TREAS. | 0 | $0 |
| MICHAEL F SWORTZEL 3588 PLYMOUTH RD 272, ANN ARBOR, MI 48105 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2021: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD C 3588 PLYMOUTH ROAD 272, ANN ARBOR, MI 48105 | DIRECTOR / V | 0 | $0 |
| MARY M 3588 PLYMOUTH ROAD 272, ANN ARBOR, MI 48105 | PRES./SEC./T | 0 | $0 |
| MICHAEL F 3588 PLYMOUTH RD 272, ANN ARBOR, MI 48105 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3588 PLYMOUTH ROAD 272, ANN ARBOR, MI 48105-2603
- In care of
- % MARY M SWORTZEL
- Signed the 990-PF
- MARY SWORTZEL, PRESIDENT
- Phone
- (616) 336-6820
- Return prepared by
- MRPR GROUP 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
- 82-1034415
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $10,075,697
- Income (IRS master file)
- $2,550,769
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $453,905 | $560,946 | $10,075,697 | IRS |
| 990-T | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | $489,166 | $567,790 | $9,434,758 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $348,727 | $586,654 | $9,250,211 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $10,500,619 | $121,000 | $10,790,354 | XML |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 82-1034415).
Questions about NEW EAGLE FOUNDATION
- What is the EIN of NEW EAGLE FOUNDATION?
- The employer identification number (EIN) of NEW EAGLE FOUNDATION is 82-1034415.
- Is NEW EAGLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to NEW EAGLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NEW EAGLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NEW EAGLE 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 NEW EAGLE 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 NEW EAGLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does NEW EAGLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $453,905, expenses of $560,946 and total assets of $10,075,697 at year end.
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All nonprofits in ANN ARBOR · Michigan · Philanthropy, voluntarism and grantmaking foundations