Nonprofit · EIN 85-0831309
SWENSRUD IV FOUNDATION INC
Tax-exempt · BOSTON, MA 02196
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $10,064 | $18,748 | -$8,684 | $159,659 | $0 | $159,659 |
| December 31, 2024 | 990-PF | $10,308 | $12,502 | -$2,194 | $168,333 | $0 | $168,333 |
| December 31, 2023 | 990-PF | -$1,498 | $14,489 | -$15,987 | $170,487 | $0 | $170,487 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $5,183
- Net gain from sales of assets
- $4,553
- Other income
- $328
Expenses
- Grants and similar amounts paid
- $10,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $10,000
- Excise tax on investment income
- $123
Balance sheet and other
- Total assets, start of year
- $168,333
- Total assets, end of year
- $159,659
- Total liabilities, end of year
- $0
- Net assets, end of year
- $159,659
- Fair market value of assets
- $211,575
- Qualifying distributions
- $10,000
- Net investment income
- $9,736
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 |
|---|---|---|---|
| BIANCA E SWEGLER C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
| LAURA G SOMOGIE C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | PRESIDENT | 0.5 | $0 |
| GRAHAM W ANTHONY C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | TREASURER | 0.5 | $0 |
| HANNAH R SOMOGIE C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | CLERK | 0.5 | $0 |
| AMBER ANTHONY C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
| COLIN D SOMOGIE C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
| DREW R ANTHONY C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
| J BLAKE SWEGLER C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
| PRISCILLA D SOMOGIE C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
| SARAH E SOMOGIE C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
| JESSICA A SOMOGIE C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BIANCA E SWEGLER C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | PRESIDENT | 0.5 | $0 |
| LAURA G SOMOGIE C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | VICE PRESIDENT | 0.5 | $0 |
| GRAHAM W ANTHONY C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | TREASURER | 0.5 | $0 |
| HANNAH R SOMOGIE C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | CLERK | 0.5 | $0 |
| AMBER ANTHONY C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
| COLIN D SOMOGIE C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
| DREW R ANTHONY C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
| J BLAKE SWEGLER C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
| PRISCILLA D SOMOGIE C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
| SARAH E SOMOGIE C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
| JESSICA A SOMOGIE C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BIANCA E SWEGLER C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | PRESIDENT | 0.5 | $0 |
| LAURA G SOMOGIE C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | VICE PRESIDENT | 0.5 | $0 |
| GRAHAM W ANTHONY C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | TREASURER | 0.5 | $0 |
| HANNAH R SOMOGIE C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | CLERK | 0.5 | $0 |
| AMBER ANTHONY C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
| COLIN D SOMOGIE C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
| DREW R ANTHONY C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
| J BLAKE SWEGLER C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
| PRISCILLA D SOMOGIE C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
| SARAH E SOMOGIE C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
| JESSICA A SOMOGIE C/O CHOATE HALL STEWART PO BOX, 961019, BOSTON, MA 02196 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 961019, BOSTON, MA 02196-1019
- In care of
- % CHOATE HALL & STEWART LLP
- Signed the 990-PF
- LAURA G SOMOGIE, PRESIDENT
- Phone
- (617) 423-0808
- Return prepared by
- CBIZ ADVISORS 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
- 85-0831309
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A12)
- Assets (IRS master file)
- $159,659
- Income (IRS master file)
- $19,417
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $10,064 | $18,748 | $159,659 | XML |
| 990-PF | December 2024 | $10,308 | $12,502 | $168,333 | XML |
| 990-PF | December 2023 | -$1,498 | $14,489 | $170,487 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 85-0831309).
Questions about SWENSRUD IV FOUNDATION INC
- What is the EIN of SWENSRUD IV FOUNDATION INC?
- The employer identification number (EIN) of SWENSRUD IV FOUNDATION INC is 85-0831309.
- Is SWENSRUD IV FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to SWENSRUD IV FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SWENSRUD IV FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SWENSRUD IV FOUNDATION INC 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 SWENSRUD IV FOUNDATION INC 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 SWENSRUD IV FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does SWENSRUD IV FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $10,064, expenses of $18,748 and total assets of $159,659 at year end.
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