Carl A And Theresa K Swafford Foundation Inc

Murfreesboro, TN
Tax-exempt since Dec. 1962
EIN: 62-6039681

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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

$189k (2024)

Expenses

$193k (2024)

Total Assets

$2.72M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2012 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 Oct.
2024

Revenue

$189,347

Expenses

$193,314

Net Income

-$3,967

Net Assets

$2,720,277

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$171,470	90.6%
Sales of Assets	$17,524	9.3%
Other Income	$353	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,200	90.6%
Compensation of Officers*	$6,240	3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,720,277
Total Liabilities	$0
Net Assets	$2,720,277

Compensation

Key Employees and Officers	Compensation	Other
Carl A Swafford Iii (Vice President)	$6,240	$0
Carl A Swafford Jr (President)	$0	$0
Julia Ann Swafford (Vice President)	$0	$0

990-PF

Filed on March 1, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2023

Revenue

$170,892

Expenses

$168,192

Net Income

$2,700

Net Assets

$2,758,441

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$157,615	92.2%
Sales of Assets	$12,894	7.5%
Other Income	$383	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$5,720	3.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,758,441
Total Liabilities	$0
Net Assets	$2,758,441

Compensation

Key Employees and Officers	Compensation	Other
Carl A Swafford Iii (Vice President)	$5,720	$0
Carl A Swafford Jr (President)	$0	$0
Julia Ann Swafford (Vice President)	$0	$0

990-PF

Filed on Feb. 26, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2022

Revenue

$149,176

Expenses

$176,640

Net Income

-$27,464

Net Assets

$2,769,024

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$153,856	> 100%
Sales of Assets	-$5,694
Other Income	$1,014	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,800	88.8%
Compensation of Officers*	$5,720	3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,769,024
Total Liabilities	$0
Net Assets	$2,769,024

Compensation

Key Employees and Officers	Compensation	Other
Carl A Swafford Iii (Vice President)	$5,720	$0
Carl A Swafford Jr (President)	$0	$0
Julia Ann Swafford (Vice President)	$0	$0

990-PF

Filed on Feb. 22, 2023

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Oct.
2021

Revenue

$137,718

Expenses

$131,289

Net Income

$6,429

Net Assets

$2,815,556

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$129,295	93.9%
Sales of Assets	$7,723	5.6%
Other Income	$700	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,533	88.0%
Compensation of Officers*	$6,490	4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,815,556
Total Liabilities	$0
Net Assets	$2,815,556

Compensation

Key Employees and Officers	Compensation	Other
Carl A Swafford Jr (President)	$0	$0
Julia Ann Swafford (Vice President)	$0	$0
Carl A Swafford Iii (Vice President)	$0	$0

990-PF

Filed on March 14, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2020

Revenue

$162,384

Expenses

$158,654

Net Income

$3,730

Net Assets

$2,861,182

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$156,445	96.3%
Sales of Assets	$3,755	2.3%
Other Income	$2,184	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,812	85.6%
Compensation of Officers*	$6,240	3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,861,183
Total Liabilities	$1
Net Assets	$2,861,182

Compensation

Key Employees and Officers	Compensation	Other
Carl A Swafford Jr (President)	$6,240	$0
Ann Swafford (Secretary)	$0	$0
Julia Ann Swafford (Vice President)	$0	$0
Carl A Swafford Iii (Vice President)	$0	$0

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990-PF

Filed on March 8, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2019

Revenue

$190,191

Expenses

$157,834

Net Income

$32,357

Net Assets

$2,857,452

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$184,022	96.8%
Sales of Assets	$2,331	1.2%
Other Income	$3,838	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,680	92.9%
Compensation of Officers*	$6,180	3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,857,453
Total Liabilities	$1
Net Assets	$2,857,452

Compensation

Key Employees and Officers	Compensation	Other
Carl A Swafford Jr (President)	$6,180	$0
Ann Swafford (Secretary)	$0	$0
Julia Ann Swafford (Vice President)	$0	$0
Carl A Swafford Iii (Vice President)	$0	$0

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990-PF

Filed on March 4, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2018

Revenue

$95,599

Expenses

$156,630

Net Income

-$61,031

Net Assets

$2,825,096

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$178,060	> 100%
Sales of Assets	-$88,573
Other Income	$6,112	6.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,600	85.9%
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	$2,825,096
Total Liabilities	$0
Net Assets	$2,825,096

Compensation

Key Employees and Officers	Compensation	Other
Carl A Swafford Jr (President)	$0	$0
Ann Swafford (Secretary)	$0	$0
Julia Ann Swafford (Vice President)	$0	$0
Carl A Swafford Iii (Vice President)	$0	$0

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990-PF

Filed on Jan. 15, 2019

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Oct.
2017

Revenue

$439,935

Expenses

$149,174

Net Income

$290,761

Net Assets

$2,674,416

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$160,531	36.5%
Sales of Assets	$271,158	61.6%
Other Income	$8,246	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,095	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	$2,674,416
Total Liabilities	$0
Net Assets	$2,674,416

Compensation

Key Employees and Officers	Compensation	Other
Carl A Swafford Jr (President)	$0	$0
Ann Swafford (Secretary)	$0	$0
Julia Ann Swafford (Vice President)	$0	$0
Carl A Swafford Iii (Vice President)	$0	$0

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990-PF

Filed on Dec. 10, 2017

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Oct.
2016

Revenue

$254,148

Expenses

$139,205

Net Income

$114,943

Net Assets

$2,364,076

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$137,620	54.1%
Sales of Assets	$113,270	44.6%
Other Income	$3,258	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$127,047	91.3%
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	$2,364,076
Total Liabilities	$0
Net Assets	$2,364,076

Compensation

Key Employees and Officers	Compensation	Other
Carl A Swafford Jr (President)	$0	$0
Ann Swafford (Secretary)	$0	$0
Julia Ann Swafford (Vice President)	$0	$0
Carl A Swafford Iii (Vice President)	$0	$0

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990-PF

Filed on Dec. 5, 2016

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

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Oct.
2015

Revenue

$229,232

Expenses

$144,581

Net Income

$84,651

Net Assets

$2,301,945

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$118,279	51.6%
Sales of Assets	$114,951	50.1%
Other Income	-$3,998

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,369	86.7%
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	$2,301,945
Total Liabilities	$0
Net Assets	$2,301,945

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Oct.
2014

Revenue

$604,821

Expenses

$132,896

Net Income

$471,925

Net Assets

$2,224,427

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$98,281	16.2%
Sales of Assets	$522,170	86.3%
Other Income	-$15,630

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,807	94.7%
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	$2,224,427
Total Liabilities	$0
Net Assets	$2,224,427

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Oct.
2013

Revenue

$96,757

Expenses

$131,441

Net Income

-$34,684

Net Assets

$1,760,035

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$87,178	90.1%
Sales of Assets	$1,204	1.2%
Other Income	$8,375	8.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,162	93.7%
Compensation of Officers*	$1,950	1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,760,035
Total Liabilities	$0
Net Assets	$1,760,035

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Oct.
2012

Revenue

$83,115

Expenses

$121,397

Net Income

-$38,282

Net Assets

$1,794,719

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$83,738	> 100%
Sales of Assets	$1,505	1.8%
Other Income	-$2,128

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,427	93.4%
Compensation of Officers*	$2,600	2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,794,719
Total Liabilities	$0
Net Assets	$1,794,719

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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Carl A And Theresa K Swafford Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $189k (2024)

Expenses $193k (2024)

Total Assets $2.72M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Oct. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Oct. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Oct. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Oct. 2013

Revenue

$189k (2024)

Expenses

$193k (2024)

Total Assets

$2.72M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Oct.
2024

Fiscal Year Ending Oct.
2023

Fiscal Year Ending Oct.
2022

Fiscal Year Ending Oct.
2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

Fiscal Year Ending Oct.
2006

Fiscal Year Ending Oct.
2005

Fiscal Year Ending Oct.
2004

Fiscal Year Ending Oct.
2003

Fiscal Year Ending Oct.
2002

Fiscal Year Ending Oct.
2001