Middleswarth Foundation

Middleburg, PA
Tax-exempt since Aug. 2005
EIN: 20-2033335

Receive an email when new data is available for this organization.

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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$103k (2024)

Expenses

$94.4k (2024)

Total Assets

$1.46M (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

$103,164

Expenses

$94,394

Net Income

$8,770

Net Assets

$1,458,385

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,957	33.9%
Sales of Assets	$68,207	66.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,037	80.6%
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	$1,458,385
Total Liabilities	$0
Net Assets	$1,458,385

Compensation

Key Employees and Officers	Compensation	Other
David B Middleswarth (President)	$0	$0
Bret I Middleswarth (Vice President)	$0	$0
Rob D Middleswarth (Sec/Treas)	$0	$0

990-PF

Filed on May 12, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$24,961

Expenses

$124,971

Net Income

-$100,010

Net Assets

$1,378,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,866	> 100%
Sales of Assets	-$6,905
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,530	85.2%
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	$1,378,540
Total Liabilities	$0
Net Assets	$1,378,540

Compensation

Key Employees and Officers	Compensation	Other
David B Middleswarth (President)	$0	$0
Bret I Middleswarth (Vice President)	$0	$0
Rob D Middleswarth (Sec/Treas)	$0	$0

990-PF

Filed on May 3, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$81,820

Expenses

$40,845

Net Income

$40,975

Net Assets

$1,287,839

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,652	33.8%
Sales of Assets	$54,168	66.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,810	48.5%
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	$1,287,839
Total Liabilities	$0
Net Assets	$1,287,839

Compensation

Key Employees and Officers	Compensation	Other
David B Middleswarth (President)	$0	$0
Bret I Middleswarth (Vice President)	$0	$0
Rob D Middleswarth (Sec/Treas)	$0	$0

990-PF

Filed on May 5, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$159,801

Expenses

$42,398

Net Income

$117,403

Net Assets

$1,577,044

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,537	26.0%
Sales of Assets	$118,264	74.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,742	51.3%
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	$1,577,044
Total Liabilities	$0
Net Assets	$1,577,044

Compensation

Key Employees and Officers	Compensation	Other
David B Middleswarth (President)	$0	$0
Bret I Middleswarth (Vice President)	$0	$0
Rob D Middleswarth (Sec/Treas)	$0	$0

990-PF

Filed on May 11, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$39,581

Expenses

$30,704

Net Income

$8,877

Net Assets

$1,413,523

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,307	71.5%
Sales of Assets	$11,274	28.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,457	43.8%
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	$1,413,524
Total Liabilities	$1
Net Assets	$1,413,523

Compensation

Key Employees and Officers	Compensation	Other
David B Middleswarth (President)	$0	$0
Bret I Middleswarth (Vice President)	$0	$0
Rob D Middleswarth (Sec/Treas)	$0	$0

990-PF

Filed on May 15, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$48,462

Expenses

$86,274

Net Income

-$37,812

Net Assets

$1,253,812

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,276	60.4%
Sales of Assets	$19,186	39.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,600	79.5%
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	$1,253,813
Total Liabilities	$1
Net Assets	$1,253,812

Compensation

Key Employees and Officers	Compensation	Other
David B Middleswarth (President)	$0	$0
Bret I Middleswarth (Vice President)	$0	$0
Rob D Middleswarth (Sec/Treas)	$0	$0

990-PF

Filed on June 26, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$67,937

Expenses

$120,955

Net Income

-$53,018

Net Assets

$1,088,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,882	42.5%
Sales of Assets	$39,055	57.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,250	80.4%
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	$1,088,884
Total Liabilities	$0
Net Assets	$1,088,884

Compensation

Key Employees and Officers	Compensation	Other
David B Middleswarth (President)	$0	$0
Bret I Middleswarth (Vice President)	$0	$0
Rob D Middleswarth (Sec/Treas)	$0	$0

990-PF

Filed on May 10, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$197,646

Expenses

$99,807

Net Income

$97,839

Net Assets

$1,294,373

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,382	2.2%
Dividends	$27,250	13.8%
Sales of Assets	$166,014	84.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,717	71.9%
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	$1,294,373
Total Liabilities	$0
Net Assets	$1,294,373

Compensation

Key Employees and Officers	Compensation	Other
David B Middleswarth (President)	$0	$0
Bret I Middleswarth (Vice President)	$0	$0
Rob D Middleswarth (Sec/Treas)	$0	$0

990-PF

Filed on May 14, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$51,656

Expenses

$141,385

Net Income

-$89,729

Net Assets

$1,192,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	19.4%
Interest Revenue	$15,064	29.2%
Dividends	$15,749	30.5%
Sales of Assets	$10,843	21.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,220	82.2%
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	$1,192,856
Total Liabilities	$0
Net Assets	$1,192,856

Compensation

Key Employees and Officers	Compensation	Other
David B Middleswarth (President)	$0	$0
Bret I Middleswarth (Vice President)	$0	$0
Rob D Middleswarth (Sec/Treas)	$0	$0

990-PF

Filed on May 12, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$17,954

Expenses

$69,744

Net Income

-$51,790

Net Assets

$1,230,629

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$34,334	> 100%
Sales of Assets	-$16,381
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,000	66.0%
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	$1,230,629
Total Liabilities	$0
Net Assets	$1,230,629

Compensation

Key Employees and Officers	Compensation	Other
David B Middleswarth (President)	$0	$0
Bret I Middleswarth (Vice President)	$0	$0
Rob D Middleswarth (Sec/Treas)	$0	$0

990-PF

Filed on May 13, 2016

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$41,901

Expenses

$72,467

Net Income

-$30,566

Net Assets

$1,297,044

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,199	36.3%
Dividends	$21,398	51.1%
Sales of Assets	$5,304	12.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,517	62.8%
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	$1,297,044
Total Liabilities	$0
Net Assets	$1,297,044

Compensation

Key Employees and Officers	Compensation	Other
David B Middleswarth (President)	$0	$0
Bret I Middleswarth (Vice President)	$0	$0
Rob D Middleswarth (Sec/Treas)	$0	$0

990-PF

Filed on May 13, 2016

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

View Filing

Schedules ▼

PDF XML

View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Revenue

$74,778

Expenses

$91,330

Net Income

-$16,552

Net Assets

$1,272,848

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,444	23.3%
Dividends	$20,290	27.1%
Sales of Assets	$36,300	48.5%
Other Income	$744	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,975	77.7%
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	$1,272,848
Total Liabilities	$0
Net Assets	$1,272,848

Compensation

Key Employees and Officers	Compensation	Other
David B Middleswarth (President)	$0	$0
Bret I Middleswarth (Vice President)	$0	$0
Rob D Middleswarth (Sec/Treas)	$0	$0

990-PF

Filed on May 12, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$69,584

Expenses

$105,820

Net Income

-$36,236

Net Assets

$1,203,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,183	23.3%
Dividends	$22,857	32.8%
Sales of Assets	$30,544	43.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,850	78.3%
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	$1,203,281
Total Liabilities	$1
Net Assets	$1,203,280

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$133,542

Expenses

$58,731

Net Income

$74,811

Net Assets

$1,197,128

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$44,025	33.0%
Sales of Assets	$89,514	67.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,475	58.7%
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	$1,197,129
Total Liabilities	$1
Net Assets	$1,197,128

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated December 22, 2025

Middleswarth Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $103k (2024)

Expenses $94.4k (2024)

Total Assets $1.46M (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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$103k (2024)

Expenses

$94.4k (2024)

Total Assets

$1.46M (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

Fiscal Year Ending Dec.
2004