Paul And Marlene Serwinek Foundation

Serwinek Paul Ttee

Belmont, NC
Tax-exempt since Feb. 2005
EIN: 20-1384407

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$135k (2024)

Expenses

$46.9k (2024)

Total Assets

$854k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$134,653

Expenses

$46,874

Net Income

$87,779

Net Assets

$853,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$103,015	76.5%
Interest Revenue	$14,716	10.9%
Dividends	$10,643	7.9%
Sales of Assets	$6,279	4.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,919	87.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$853,983
Total Liabilities	$0
Net Assets	$853,983

Compensation

Key Employees and Officers	Compensation	Other
Paul Serwinek (President)	$0	$0
Marlene Serwinek (Secretary)	$0	$0

990-PF

Filed on May 29, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$117,323

Expenses

$34,015

Net Income

$83,308

Net Assets

$766,204

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$97,300	82.9%
Interest Revenue	$13,383	11.4%
Dividends	$6,640	5.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,995	94.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$766,204
Total Liabilities	$0
Net Assets	$766,204

Compensation

Key Employees and Officers	Compensation	Other
Paul Serwinek (President)	$0	$0
Marlene Serwinek (Secretary)	$0	$0

990-PF

Filed on May 25, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$264,918

Expenses

$30,075

Net Income

$234,843

Net Assets

$682,896

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$194,800	73.5%
Interest Revenue	$0
Dividends	$6,407	2.4%
Sales of Assets	$63,711	24.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,400	97.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$682,896
Total Liabilities	$0
Net Assets	$682,896

Compensation

Key Employees and Officers	Compensation	Other
Paul Serwinek (President)	$0	$0
Marlene Serwinek (Secretary)	$0	$0

990-PF

Filed on May 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$259,916

Expenses

$25,689

Net Income

$234,227

Net Assets

$545,453

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$97,353	37.5%
Interest Revenue	$0
Dividends	$4,876	1.9%
Sales of Assets	$157,687	60.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,500	95.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$548,495
Total Liabilities	$3,042
Net Assets	$545,453

Compensation

Key Employees and Officers	Compensation	Other
Paul Serwinek (President)	$0	$0
Marlene Serwinek (Secretary)	$0	$0

990-PF

Filed on Aug. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$110,229

Expenses

$14,799

Net Income

$95,430

Net Assets

$311,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$103,356	93.8%
Interest Revenue	$0
Dividends	$4,499	4.1%
Sales of Assets	$2,374	2.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,599	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$314,268
Total Liabilities	$3,042
Net Assets	$311,226

Compensation

Key Employees and Officers	Compensation	Other
Paul Serwinek (President)	$0	$0
Marlene Serwinek (Secretary)	$0	$0

990-PF

Filed on July 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$65,111

Expenses

$8,928

Net Income

$56,183

Net Assets

$215,796

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$65,835	> 100%
Interest Revenue	$0
Dividends	$3,256	5.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,228	92.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$216,539
Total Liabilities	$743
Net Assets	$215,796

Compensation

Key Employees and Officers	Compensation	Other
Paul Serwinek (President)	$0	$0
Marlene Serwinek (Secretary)	$0	$0

990-PF

Filed on March 31, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$64,358

Expenses

$7,288

Net Income

$57,070

Net Assets

$159,613

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,000	93.2%
Interest Revenue	$0
Dividends	$3,197	5.0%
Sales of Assets	$1,161	1.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,240	85.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$160,356
Total Liabilities	$743
Net Assets	$159,613

Compensation

Key Employees and Officers	Compensation	Other
Paul Serwinek (President)	$0	$0
Marlene Serwinek (Secretary)	$0	$0

990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$62,716

Expenses

$4,980

Net Income

$57,736

Net Assets

$102,543

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,000	95.7%
Interest Revenue	$0
Dividends	$1,243	2.0%
Sales of Assets	$1,473	2.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,220	84.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$102,543
Total Liabilities	$0
Net Assets	$102,543

Compensation

Key Employees and Officers	Compensation	Other
Paul Serwinek (President)	$0	$0
Marlene Serwinek (Secretary)	$0	$0

990-PF

Filed on March 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$1,962

Expenses

$4,435

Net Income

-$2,473

Net Assets

$44,807

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$97	4.9%
Interest Revenue	$0
Dividends	$1,197	61.0%
Sales of Assets	$668	34.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,750	84.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$44,807
Total Liabilities	$0
Net Assets	$44,807

Compensation

Key Employees and Officers	Compensation	Other
Paul Serwinek (President)	$0	$0
Marlene Serwinek (Secretary)	$0	$0

990-PF

Filed on April 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$3,807

Expenses

$5,222

Net Income

-$1,415

Net Assets

$47,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,250	32.8%
Sales of Assets	$2,557	67.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,387	84.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$47,280
Total Liabilities	$0
Net Assets	$47,280

Compensation

Key Employees and Officers	Compensation	Other
Paul Serwinek (President)	$0	$0
Marlene Serwinek (Secretary)	$0	$0

990-PF

Filed on May 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$2,847

Expenses

$3,934

Net Income

-$1,087

Net Assets

$48,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$700	24.6%
Interest Revenue	$0
Dividends	$1,166	41.0%
Sales of Assets	$981	34.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,400	86.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$48,695
Total Liabilities	$0
Net Assets	$48,695

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$3,498

Expenses

$8,644

Net Income

-$5,146

Net Assets

$49,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$225	6.4%
Interest Revenue	$0
Dividends	$6	0.2%
Sales of Assets	$2,014	57.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,751	89.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$49,782
Total Liabilities	$0
Net Assets	$49,782

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$1,634

Expenses

$4,313

Net Income

-$2,679

Net Assets

$54,928

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31	1.9%
Dividends	$1,454	89.0%
Sales of Assets	$149	9.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,570	82.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$54,928
Total Liabilities	$0
Net Assets	$54,928

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,303

Expenses

$4,495

Net Income

-$2,192

Net Assets

$57,606

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$48	2.1%
Dividends	$1,095	47.5%
Sales of Assets	$1,160	50.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,700	82.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$57,607
Total Liabilities	$1
Net Assets	$57,606

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Paul And Marlene Serwinek Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $135k (2024)

Expenses $46.9k (2024)

Total Assets $854k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$135k (2024)

Expenses

$46.9k (2024)

Total Assets

$854k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005