Swanson Family Foundation

Franklin, TN
Tax-exempt since June 2007
EIN: 13-4358130

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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

$67.6k (2024)

Expenses

$84.8k (2024)

Total Assets

$875k (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

$67,601

Expenses

$84,778

Net Income

-$17,177

Net Assets

$874,631

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,469	46.6%
Sales of Assets	$36,132	53.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,500	85.5%
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	$874,631
Total Liabilities	$0
Net Assets	$874,631

Compensation

Key Employees and Officers	Compensation	Other
Joseph R Swanson (President)	$0	$0
Valerie J Swanson (Secretary & Treasurer)	$0	$0
Joseph C Swanson (Director)	$0	$0

990-PF

Filed on May 6, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$55,040

Expenses

$76,864

Net Income

-$21,824

Net Assets

$891,450

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,272	60.5%
Sales of Assets	$21,723	39.5%
Other Income	$45	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,000	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	$891,450
Total Liabilities	$0
Net Assets	$891,450

Compensation

Key Employees and Officers	Compensation	Other
Joseph R Swanson (President)	$0	$0
Valerie J Swanson (Secretary & Treasurer)	$0	$0
Joseph C Swanson (Director)	$0	$0

990-PF

Filed on May 10, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$61,435

Expenses

$83,860

Net Income

-$22,425

Net Assets

$912,818

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,599	69.3%
Sales of Assets	$17,908	29.1%
Other Income	$928	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,780	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	$912,818
Total Liabilities	$0
Net Assets	$912,818

Compensation

Key Employees and Officers	Compensation	Other
Joseph R Swanson (President)	$0	$0
Valerie J Swanson (Secretary & Treasurer)	$0	$0
Joseph C Swanson (Director)	$0	$0

990-PF

Filed on May 8, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$55,631

Expenses

$74,381

Net Income

-$18,750

Net Assets

$934,660

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,032	43.2%
Sales of Assets	$31,522	56.7%
Other Income	$77	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,515	80.0%
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	$934,660
Total Liabilities	$0
Net Assets	$934,660

Compensation

Key Employees and Officers	Compensation	Other
Joseph R Swanson (President)	$0	$0
Valerie J Swanson (Secretary & Treasurer)	$0	$0
Joseph C Swanson (Director)	$0	$0

990-PF

Filed on May 16, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$104,144

Expenses

$72,249

Net Income

$31,895

Net Assets

$952,962

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,975	24.9%
Sales of Assets	$77,949	74.8%
Other Income	$220	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,533	82.4%
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	$952,963
Total Liabilities	$1
Net Assets	$952,962

Compensation

Key Employees and Officers	Compensation	Other
Joseph R Swanson (President)	$0	$0
Valerie J Swanson (Secretary & Treasurer)	$0	$0

990-PF

Filed on Aug. 11, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$149,471

Expenses

$72,106

Net Income

$77,365

Net Assets

$920,491

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,554	18.4%
Sales of Assets	$121,917	81.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,816	84.3%
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	$920,491
Total Liabilities	$0
Net Assets	$920,491

$45,104

Expenses

$63,129

Net Income

-$18,025

Net Assets

$826,846

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,152	51.3%
Sales of Assets	$21,866	48.5%
Other Income	$86	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,038	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	$826,846
Total Liabilities	$0
Net Assets	$826,846

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$64,506

Expenses

$58,203

Net Income

$6,303

Net Assets

$844,558

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,539	41.1%
Sales of Assets	$37,864	58.7%
Other Income	$103	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,628	83.5%
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	$844,558
Total Liabilities	$0
Net Assets	$844,558

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$62,189

Expenses

$54,215

Net Income

$7,974

Net Assets

$837,950

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,611	41.2%
Sales of Assets	$36,578	58.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,267	87.2%
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	$837,950
Total Liabilities	$0
Net Assets	$837,950

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$39,835

Expenses

$54,267

Net Income

-$14,432

Net Assets

$829,937

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,858	69.9%
Sales of Assets	$11,977	30.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,265	76.0%
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	$829,937
Total Liabilities	$0
Net Assets	$829,937

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$57,669

Expenses

$57,472

Net Income

$197

Net Assets

$844,324

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,792	60.3%
Sales of Assets	$22,877	39.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,015	81.8%
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	$844,324
Total Liabilities	$0
Net Assets	$844,324

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

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Swanson Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $67.6k (2024)

Expenses $84.8k (2024)

Total Assets $875k (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

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$67.6k (2024)

Expenses

$84.8k (2024)

Total Assets

$875k (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