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Nonprofiteer
← BYRON S SWEARINGEN TRUST 8350 TW 51288 NECT

Form 990 for tax year 2024

Filed by BYRON S SWEARINGEN TRUST 8350 TW 51288 NECT.

Totals

Total revenue
$306,358
Total expenses
$356,354
Contributions and grants received
$0
Grants paid
$256,298
Program service revenue
$0
Investment income
$306,358
Other revenue
$0
Total assets, end of year
$9,400,613
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$9,400,613
Program services expenses (Part IX)
$258,368
Management and general expenses
$97,986
Fundraising expenses
$0
Program service expenses (Part III)
$258,368

Program services were 72.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $306,224 · excluded $306,224

  • 7a · Gross sales of assets other than inventory

    securities $134

  • 7c · Gain or loss

    securities $134

  • 7d · Net gain or loss

    total $134 · excluded $134

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $256,298 · program services $256,298

  • 5 · Compensation of officers, directors and key employees

    total $73,296 · management and general $73,296

  • 11a · Fees: management

    total $0 · management and general $0

  • 11c · Fees: accounting

    total $2,070 · program services $2,070

  • 11f · Fees: investment management

    total $23,646 · management and general $23,646

  • 11g · Fees: other

    total $0 · management and general $0

  • 24a · Other expenses: FOREIGN TAXES PAID

    total $1,044 · management and general $1,044

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $175,546 · end of year $125,138

  • 11 · Investments: publicly traded securities

    beginning of year $9,275,466 · end of year $9,275,475

  • 27 · Net assets without donor restrictions

    beginning of year $9,451,012 · end of year $9,400,613

Mission and programs · 2024

Mission

INVEST ASSETS, COLLECT INCOME THEREFROM AND DISTRIBUTE INCOME IN ACCORDANCE WITH THE TRUST INSTRUMENT TO POMONA COLLEGE.

  • INVEST ASSETS, COLLECT INCOME THEREFROM AND DISTRIBUTE INCOME IN ACCORDANCE WITH THE TRUST INSTRUMENT TO POMONA COLLEGE

    Expenses $258,368 · Grants $256,298

As filed on the 2024 return.

Listed in Part VII

  • WELLS FARGO NA

    TRUSTEE

    Total calculated
    $73,296
    From this org
    $73,296
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
17 February 2026
IRS schema version
2024v5.2
Source object
202640659349301104

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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