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Nonprofit · EIN 95-4019288

HAROLD R SWANTON AND WINIFRED R SWANTON FOUNDATION

Tax-exempt · SAINT PAUL, MN 55164

Financials

$224K$165K2023$164K$174K2024$150K$185K2025
Revenue Expenses · by fiscal year end
Financials of HAROLD R SWANTON AND WINIFRED R SWANTON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
January 31, 2026990-PF$150,216$185,214-$34,998$1,807,453$0$1,807,453
January 31, 2025990-PF$163,557$173,678-$10,121$1,842,447$0$1,842,447
January 31, 2024990-PF$223,725$165,446$58,279$1,847,662$0$1,847,662
Financial details: 990-PF for the year ended January 31, 2026

Revenue

Dividends
$99,632
Net gain from sales of assets
$50,584

Expenses

Grants and similar amounts paid
$144,446
Compensation of officers, directors and key employees
$38,625
Disbursements for charitable purposes
$148,496
Excise tax on investment income
$1,567

Balance sheet and other

Total assets, start of year
$1,842,447
Total assets, end of year
$1,807,453
Total liabilities, end of year
$0
Net assets, end of year
$1,807,453
Fair market value of assets
$3,440,807
Qualifying distributions
$148,496
Net investment income
$148,619

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 January 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 64193, EAGAN, MN 55164
TRUSTEE1$38,625
990-PF for the year ended January 31, 2025: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 532010634
TRUSTEE1$40,944
990-PF for the year ended January 31, 2024: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 532010634
TRUSTEE1$37,433

Address and contacts

Address (IRS master file)
PO BOX 64193, SAINT PAUL, MN 55164-0193
In care of
% UNION BANK OF CALIFORNIA
Signed the 990-PF
U S BANK N A BY, TRUSTEE
Phone
(888) 265-7962
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025January 31, 2026June 15, 2026990-PF on file
2024January 31, 2025June 16, 2025990-PF on file
2023January 31, 2024June 17, 2024990-PF on file

IRS record

EIN
95-4019288
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
1986
Accounting year ends
January
Files
Form 990-PF
Assets (IRS master file)
$1,807,453
Income (IRS master file)
$305,910

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJanuary 2026$150,216$185,214$1,807,453XML
990-PFJanuary 2025$163,557$173,678$1,842,447XML
990-PFJanuary 2024$223,725$165,446$1,847,662XML
990-PFJanuary 2023–––IRS
990-PFJanuary 2022–––IRS
990-PFJanuary 2021–––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 95-4019288).

Questions about HAROLD R SWANTON AND WINIFRED R SWANTON FOUNDATION

What is the EIN of HAROLD R SWANTON AND WINIFRED R SWANTON FOUNDATION?
The employer identification number (EIN) of HAROLD R SWANTON AND WINIFRED R SWANTON FOUNDATION is 95-4019288.
Is HAROLD R SWANTON AND WINIFRED R SWANTON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to HAROLD R SWANTON AND WINIFRED R SWANTON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HAROLD R SWANTON AND WINIFRED R SWANTON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HAROLD R SWANTON AND WINIFRED R SWANTON FOUNDATION due?
The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HAROLD R SWANTON AND WINIFRED R SWANTON FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended January 2026.
Who are the officers and directors of HAROLD R SWANTON AND WINIFRED R SWANTON FOUNDATION?
The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $38,625 (US BANK N A, TRUSTEE).
How much revenue does HAROLD R SWANTON AND WINIFRED R SWANTON FOUNDATION have?
On its 990-PF for the year ended January 31, 2026 it reported revenue of $150,216, expenses of $185,214 and total assets of $1,807,453 at year end.

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