Nonprofit · EIN 82-1141275
MCSWAIN TRUST AGREEMENT
Tax-exempt · SANFORD, NC 27330
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $105,703 | $121,785 | -$16,082 | $2,137,294 | $0 | $2,137,294 |
| December 31, 2024 | 990-PF | $97,645 | $98,454 | -$809 | $2,153,376 | $0 | $2,153,376 |
| December 31, 2023 | 990-PF | $54,481 | $123,957 | -$69,476 | $2,154,185 | $0 | $2,154,185 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $35,009
- Net gain from sales of assets
- $70,694
Expenses
- Grants and similar amounts paid
- $120,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $120,000
- Excise tax on investment income
- $1,460
Balance sheet and other
- Total assets, start of year
- $2,153,376
- Total assets, end of year
- $2,137,294
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,137,294
- Fair market value of assets
- $2,519,872
- Qualifying distributions
- $120,000
- Net investment income
- $105,703
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 |
|---|---|---|---|
| JEAN MCSWAIN 1008 LEMMOND DR, SANFORD, NC 27330 | TRUSTEE | 1 | $0 |
| STEVEN MCSWAIN 1843 THOMPSON DR, WINSTON SALEM, NC 27127 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEAN MCSWAIN 1008 LEMMOND DR, SANFORD, NC 27330 | TRUSTEE | 1 | $0 |
| STEVEN MCSWAIN 1843 THOMPSON DR, WINSTON SALEM, NC 27127 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEAN MCSWAIN 1008 LEMMOND DR, SANFORD, NC 27330 | TRUSTEE | 1 | $0 |
| STEVEN MCSWAIN 1843 THOMPSON DR, WINSTON SALEM, NC 27127 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1008 LEMMOND DR, SANFORD, NC 27330-8285
- In care of
- % JEAN O MCSWAIN
- Signed the 990-PF
- JEAN MCSWAIN, TRUSTEE
- Phone
- (919) 774-4557
- Return prepared by
- WARD & PRICE CPAS PA
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
- 82-1141275
- 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 (T22)
- Assets (IRS master file)
- $2,137,294
- Income (IRS master file)
- $375,785
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $105,703 | $121,785 | $2,137,294 | IRS |
| 990-PF | December 2024 | $97,645 | $98,454 | $2,153,376 | IRS |
| 990-PF | December 2023 | $54,481 | $123,957 | $2,154,185 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 82-1141275).
Questions about MCSWAIN TRUST AGREEMENT
- What is the EIN of MCSWAIN TRUST AGREEMENT?
- The employer identification number (EIN) of MCSWAIN TRUST AGREEMENT is 82-1141275.
- Is MCSWAIN TRUST AGREEMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to MCSWAIN TRUST AGREEMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MCSWAIN TRUST AGREEMENT file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MCSWAIN TRUST AGREEMENT 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 MCSWAIN TRUST AGREEMENT 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 MCSWAIN TRUST AGREEMENT?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does MCSWAIN TRUST AGREEMENT have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $105,703, expenses of $121,785 and total assets of $2,137,294 at year end.
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All nonprofits in SANFORD · North Carolina · Philanthropy, voluntarism and grantmaking foundations