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Nonprofit · EIN 84-6147150

CLARE SWANSON TRUST NECT

Tax-exempt · LA JUNTA, CO 81050

Financials

$3K$1K2023$4K$1K2025
Revenue Expenses · by fiscal year end
Financials of CLARE SWANSON TRUST NECT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$4,133$1,229$2,904$86,144$0$86,144
December 31, 2023990-PF$3,445$1,189$2,256$81,281$0$81,281
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$826
Interest
$3,307

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$624
Disbursements for charitable purposes
$123
Excise tax on investment income
$42

Balance sheet and other

Total assets, start of year
$83,240
Total assets, end of year
$86,144
Total liabilities, end of year
$0
Net assets, end of year
$86,144
Fair market value of assets
$86,144
Qualifying distributions
$123
Net investment income
$4,133

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
COLORADO BANK & TRUST KAREN KELLEY
PO BOX 499, LA JUNTA, CO 81050
TRUSTEE1$624
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
COLORADO BANK & TRUST KAREN KELLEY
PO BOX 499, LA JUNTA, CO 81050
TRUSTEE1$604

Address and contacts

Address (IRS master file)
PO BOX 499, LA JUNTA, CO 81050-0499
In care of
% COLORADO BK & TR CO
Signed the 990-PF
COLORADO BANK TRUST, TRUSTEE
Phone
(719) 384-8131
Return prepared by
ROGERS & CO INC

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, 2025Check at the IRS
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
84-6147150
Exempt since
1982
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$86,144
Income (IRS master file)
$4,133

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$4,133$1,229$86,144XML
990-PFDecember 2023$3,445$1,189$81,281XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 84-6147150).

Questions about CLARE SWANSON TRUST NECT

What is the EIN of CLARE SWANSON TRUST NECT?
The employer identification number (EIN) of CLARE SWANSON TRUST NECT is 84-6147150.
Is CLARE SWANSON TRUST NECT tax-exempt?
Yes. The IRS lists it as tax-exempt since 1982.
Which annual return does CLARE SWANSON TRUST NECT file?
Form 990-PF. Private foundations file every year.
When is the next return of CLARE SWANSON TRUST NECT 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 CLARE SWANSON TRUST NECT 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 CLARE SWANSON TRUST NECT?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $624 (COLORADO BANK & TRUST KAREN KELLEY, TRUSTEE).
How much revenue does CLARE SWANSON TRUST NECT have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,133, expenses of $1,229 and total assets of $86,144 at year end.

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