Sam & Cleo Swayne Charitable Trust

Swayne Cleo Ttee

Nampa, ID
Tax-exempt since Aug. 1991
EIN: 82-6068269

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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.

Donations to this organization are tax deductible.

Revenue

$239k (2024)

Expenses

$145k (2024)

Total Assets

$3.62M (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

$238,792

Expenses

$145,223

Net Income

$93,569

Net Assets

$3,624,006

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,606	3.2%
Interest Revenue	$0
Dividends	$126,186	52.8%
Sales of Assets	$72,750	30.5%
Other Income	$32,250	13.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,186	86.2%
Compensation of Officers*	$22,000	15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,624,006
Total Liabilities	$0
Net Assets	$3,624,006

Compensation

Key Employees and Officers	Compensation	Other
Daniel Heuck (Trustee)	$22,000	$0
Bruce R Swayne (Trustee)	$0	$0
Sara C Miller (Trustee)	$0	$0
Rick E Thomas (Trustee)	$0	$0

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990-PF

Filed on Nov. 13, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$233,874

Expenses

$141,610

Net Income

$92,264

Net Assets

$3,530,437

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,116	2.2%
Interest Revenue	$0
Dividends	$120,246	51.4%
Sales of Assets	$75,437	32.3%
Other Income	$33,075	14.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,502	87.9%
Compensation of Officers*	$24,000	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,530,437
Total Liabilities	$0
Net Assets	$3,530,437

Compensation

Key Employees and Officers	Compensation	Other
Daniel Heuck (Trustee)	$24,000	$0
Bruce R Swayne (Trustee)	$0	$0
Phyllis Thomas (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$184,770

Expenses

$140,342

Net Income

$44,428

Net Assets

$3,438,173

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$19,883	10.8%
Interest Revenue	$0
Dividends	$106,564	57.7%
Sales of Assets	$39,848	21.6%
Other Income	$18,475	10.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,351	86.5%
Compensation of Officers*	$24,000	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,438,173
Total Liabilities	$0
Net Assets	$3,438,173

Compensation

Key Employees and Officers	Compensation	Other
Daniel Heuck (Trustee)	$24,000	$0
Betty L Keith (Trustee)	$0	$0
Bruce R Swayne (Trustee)	$0	$0
Phyllis Thomas (Trustee)	$0	$0

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990-PF

Filed on Nov. 6, 2023

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

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$288,605

Expenses

$146,089

Net Income

$142,516

Net Assets

$3,393,745

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$17,713	6.1%
Interest Revenue	$0
Dividends	$118,264	41.0%
Sales of Assets	$143,828	49.8%
Other Income	$8,800	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,004	89.0%
Compensation of Officers*	$24,000	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,393,745
Total Liabilities	$0
Net Assets	$3,393,745

Compensation

Key Employees and Officers	Compensation	Other
Daniel Heuck (Trustee)	$24,000	$0
Betty L Keith (Trustee)	$0	$0
Bruce R Swayne (Trustee)	$0	$0
Phyllis Thomas (Trustee)	$0	$0

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990-PF

Filed on Aug. 23, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$104,340

Expenses

$115,619

Net Income

-$11,279

Net Assets

$3,251,228

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,344	9.9%
Interest Revenue	$0
Dividends	$107,141	> 100%
Sales of Assets	$0
Other Income	$7,200	6.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,358	87.7%
Compensation of Officers*	$24,000	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,251,229
Total Liabilities	$1
Net Assets	$3,251,228

Compensation

Key Employees and Officers	Compensation	Other
Daniel Heuck (Trustee)	$24,000	$0
Betty L Keith (Trustee)	$0	$0
Bruce R Swayne (Trustee)	$0	$0
Phyllis Thomas (Trustee)	$0	$0

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990-PF

Filed on Nov. 8, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$93,972

Expenses

$133,618

Net Income

-$39,646

Net Assets

$3,262,507

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,442	7.9%
Interest Revenue	$0
Dividends	$118,003	> 100%
Sales of Assets	$0
Other Income	$26,363	28.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,908	89.0%
Compensation of Officers*	$24,000	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,262,508
Total Liabilities	$1
Net Assets	$3,262,507

Compensation

Key Employees and Officers	Compensation	Other
Daniel Heuck (Trustee)	$24,000	$0
Betty L Keith (Trustee)	$0	$0
Bruce R Swayne (Trustee)	$0	$0
Phyllis Thomas (Trustee)	$0	$0

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990-PF

Filed on Nov. 16, 2020

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

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XML

Fiscal Year Ending Dec.
2018

Revenue

$180,147

Expenses

$142,931

Net Income

$37,216

Net Assets

$3,302,154

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,390	5.2%
Interest Revenue	$0
Dividends	$119,916	66.6%
Sales of Assets	$41,122	22.8%
Other Income	$9,719	5.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,174	82.7%
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	$3,302,154
Total Liabilities	$0
Net Assets	$3,302,154

Compensation

Key Employees and Officers	Compensation	Other
Daniel Heuck (Trustee)	$0	$0
Betty L Keith (Trustee)	$0	$0
Bruce R Swayne (Trustee)	$0	$0
Julie Hyslop (Trustee)	$0	$0
Phyllis Thomas (Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$104,134

Expenses

$142,238

Net Income

-$38,104

Net Assets

$3,264,938

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,410	7.1%
Interest Revenue	$0
Dividends	$114,465	> 100%
Sales of Assets	-$27,351
Other Income	$9,610	9.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,333	74.8%
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	$3,264,938
Total Liabilities	$0
Net Assets	$3,264,938

Compensation

Key Employees and Officers	Compensation	Other
Daniel Heuck (Trustee)	$0	$0
Betty L Keith (Trustee)	$0	$0
Bruce R Swayne (Trustee)	$0	$0
Julie Hyslop (Trustee)	$0	$0
Phyllis Thomas (Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2018

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

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PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$128,170

Expenses

$153,539

Net Income

-$25,369

Net Assets

$3,303,042

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,635	6.0%
Interest Revenue	$0
Dividends	$110,549	86.3%
Sales of Assets	$1,722	1.3%
Other Income	$8,264	6.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,359	69.9%
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	$3,303,042
Total Liabilities	$0
Net Assets	$3,303,042

Compensation

Key Employees and Officers	Compensation	Other
Daniel Heuck (Trustee)	$0	$0
Betty L Keith (Trustee)	$0	$0
Bruce R Swayne (Trustee)	$0	$0
Julie Hyslop (Trustee)	$0	$0
Phyllis Thomas (Trustee)	$0	$0

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990-PF

Filed on Nov. 9, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$156,368

Expenses

$170,365

Net Income

-$13,997

Net Assets

$3,328,411

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,028	3.2%
Interest Revenue	$0
Dividends	$118,876	76.0%
Sales of Assets	$19,736	12.6%
Other Income	$12,728	8.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,480	66.6%
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	$3,328,411
Total Liabilities	$0
Net Assets	$3,328,411

Compensation

Key Employees and Officers	Compensation	Other
Daniel Heuck (Trustee)	$0	$0
Betty L Keith (Trustee)	$0	$0
Bruce R Swayne (Trustee)	$0	$0
Julie Hyslop (Trustee)	$0	$0
Phyllis Thomas (Trustee)	$0	$0

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990-PF

Filed on Nov. 14, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$235,178

Expenses

$168,843

Net Income

$66,335

Net Assets

$3,342,408

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,801	2.0%
Interest Revenue	$0
Dividends	$135,142	57.5%
Sales of Assets	$73,773	31.4%
Other Income	$21,462	9.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,249	65.3%
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	$3,342,408
Total Liabilities	$0
Net Assets	$3,342,408

Compensation

Key Employees and Officers	Compensation	Other
Daniel Heuck (Trustee)	$0	$0
Betty L Keith (Trustee)	$0	$0
Bruce R Swayne (Trustee)	$0	$0
Julie Hyslop (Trustee)	$0	$0
Phyllis Thomas (Trustee)	$0	$0

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990-PF

Filed on Nov. 12, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$160,335

Expenses

$258,588

Net Income

-$98,253

Net Assets

$3,276,073

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,390	2.7%
Interest Revenue	$28	0.0%
Dividends	$146,337	91.3%
Sales of Assets	$2,445	1.5%
Other Income	$7,135	4.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,718	66.8%
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	$3,276,073
Total Liabilities	$0
Net Assets	$3,276,073

Compensation

Key Employees and Officers	Compensation	Other
Daniel Heuck (Trustee)	$0	$0
Betty L Keith (Trustee)	$0	$0
Bruce R Swayne (Trustee)	$0	$0
Julie Hyslop (Trustee)	$0	$0
Phyllis Thomas (Trustee)	$0	$0

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990-PF

Filed on Nov. 18, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$182,921

Expenses

$181,467

Net Income

$1,454

Net Assets

$3,374,325

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,910	3.2%
Interest Revenue	$53	0.0%
Dividends	$146,456	80.1%
Sales of Assets	$23,471	12.8%
Other Income	$7,031	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,904	52.3%
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	$3,374,326
Total Liabilities	$1
Net Assets	$3,374,325

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$159,104

Expenses

$201,502

Net Income

-$42,398

Net Assets

$3,372,871

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,163	3.2%
Interest Revenue	$152	0.1%
Dividends	$145,564	91.5%
Sales of Assets	$0
Other Income	$8,834	5.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,927	55.5%
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	$3,372,872
Total Liabilities	$1
Net Assets	$3,372,871

990-PF

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

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

PDF

About This Data

What Is This Data?

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.

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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.

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Updated January 26, 2026

Sam & Cleo Swayne Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $239k (2024)

Expenses $145k (2024)

Total Assets $3.62M (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

$239k (2024)

Expenses

$145k (2024)

Total Assets

$3.62M (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.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2001