Max And Betty Swanson Foundation

Missoula, MT
Tax-exempt since Oct. 2000
EIN: 81-0535708

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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 / Corporate Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$275k (2024)

Expenses

$252k (2024)

Total Assets

$3.25M (2024)

Total Liabilities

$209k (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

$275,467

Expenses

$252,387

Net Income

$23,080

Net Assets

$3,041,723

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,127	3.7%
Dividends	$171,646	62.3%
Sales of Assets	$61,244	22.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$173,274	68.7%
Compensation of Officers*	$22,500	8.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,250,979
Total Liabilities	$209,256
Net Assets	$3,041,723

Compensation

Key Employees and Officers	Compensation	Other
David B Cotner (President)	$7,500	$0
Annette Gustafson (Vice President)	$7,500	$0
Kurt Ingold (Secretary/Treasurer)	$7,500	$0

990-PF

Filed on Nov. 4, 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

$225,154

Expenses

$270,956

Net Income

-$45,802

Net Assets

$3,018,643

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,173	3.2%
Dividends	$101,588	45.1%
Sales of Assets	$85,193	37.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$201,003	74.2%
Compensation of Officers*	$19,500	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,234,069
Total Liabilities	$215,426
Net Assets	$3,018,643

Compensation

Key Employees and Officers	Compensation	Other
Kurt Ingold (President)	$6,500	$0
David B Cotner (Vice President)	$6,500	$0
Annette Gustafson (Secretary/Treasurer)	$6,500	$0

990-PF

Filed on Nov. 15, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$177,627

Expenses

$266,489

Net Income

-$88,862

Net Assets

$3,064,445

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$152	0.1%
Dividends	$121,337	68.3%
Sales of Assets	$28,828	16.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$191,605	71.9%
Compensation of Officers*	$19,500	7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,286,649
Total Liabilities	$222,204
Net Assets	$3,064,445

Compensation

Key Employees and Officers	Compensation	Other
Annette Gustafson (President)	$6,500	$0
Kurt Ingold (Vice President)	$6,500	$0
David B Cotner (Secretary/Treasurer)	$6,500	$0

990-PF

Filed on Nov. 14, 2023

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

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990-T

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

PDF

Fiscal Year Ending Dec.
2021

Revenue

$373,509

Expenses

$236,696

Net Income

$136,813

Net Assets

$3,153,307

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$81,619	21.9%
Sales of Assets	$211,459	56.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,000	61.7%
Compensation of Officers*	$19,500	8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,381,928
Total Liabilities	$228,621
Net Assets	$3,153,307

Compensation

Key Employees and Officers	Compensation	Other
Kurt Ingold (President)	$6,500	$0
David B Cotner (Vice President)	$6,500	$0
Clifford Gustafson (Secretary/Treasurer)	$6,500	$0

990-PF

Filed on Nov. 15, 2022

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 Dec.
2020

Revenue

$267,246

Expenses

$217,411

Net Income

$49,835

Net Assets

$3,016,494

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,504	2.8%
Dividends	$60,116	22.5%
Sales of Assets	$198,307	74.2%
Other Income	$1,319	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,950	67.6%
Compensation of Officers*	$19,500	9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,201,190
Total Liabilities	$184,696
Net Assets	$3,016,494

Compensation

Key Employees and Officers	Compensation	Other
David B Cotner (President)	$6,500	$0
Clifford Gustafson (Vice President)	$6,500	$0
Kurt Ingold (Secretary/Treasurer)	$6,500	$0

990-PF

Filed on Nov. 15, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$209,944

Expenses

$254,784

Net Income

-$44,840

Net Assets

$2,966,659

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,407	0.7%
Dividends	$82,688	39.4%
Sales of Assets	$125,849	59.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,620	72.9%
Compensation of Officers*	$18,000	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,157,105
Total Liabilities	$190,446
Net Assets	$2,966,659

Compensation

Key Employees and Officers	Compensation	Other
David B Cotner (President)	$6,000	$0
Clifford Gustafson (Vice President)	$6,000	$0
Kurt Ingold (Secretary/Treasurer)	$6,000	$0

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

$272,241

Expenses

$203,698

Net Income

$68,543

Net Assets

$3,011,499

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,011	0.4%
Dividends	$85,334	31.3%
Sales of Assets	$185,896	68.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$147,345	72.3%
Compensation of Officers*	$18,000	8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,011,499
Total Liabilities	$0
Net Assets	$3,011,499

Compensation

Key Employees and Officers	Compensation	Other
Clifford Gustafson (President)	$6,000	$0
Kurt Ingold (Vice President)	$6,000	$0
David B Cotner (Secretary/Treasurer)	$6,000	$0

990-PF

Filed on June 7, 2019

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.
2017

Revenue

$203,200

Expenses

$228,234

Net Income

-$25,034

Net Assets

$2,942,956

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$959	0.5%
Dividends	$74,544	36.7%
Sales of Assets	$127,697	62.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,222	76.3%
Compensation of Officers*	$18,000	7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,942,956
Total Liabilities	$0
Net Assets	$2,942,956

Compensation

Key Employees and Officers	Compensation	Other
David B Cotner (President)	$6,000	$0
Clifford Gustafson (Vice President)	$6,000	$0
Kurt Ingold (Secretary/Treasurer)	$6,000	$0

990-PF

Filed on Sept. 10, 2018

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

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XML

Fiscal Year Ending Dec.
2016

Revenue

$102,510

Expenses

$200,861

Net Income

-$98,351

Net Assets

$2,967,990

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,273	4.2%
Dividends	$58,995	57.6%
Sales of Assets	$39,242	38.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,597	77.5%
Compensation of Officers*	$18,000	9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,967,990
Total Liabilities	$0
Net Assets	$2,967,990

Compensation

Key Employees and Officers	Compensation	Other
David B Cotner (Vice President)	$6,000	$0
Clifford Gustafson (Secretary/Treasurer)	$6,000	$0
Kurt Ingold (President)	$6,000	$0

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

$277,630

Expenses

$258,239

Net Income

$19,391

Net Assets

$3,066,341

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$171	0.1%
Dividends	$64,675	23.3%
Sales of Assets	$212,784	76.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$217,101	84.1%
Compensation of Officers*	$15,900	6.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,066,341
Total Liabilities	$0
Net Assets	$3,066,341

Compensation

Key Employees and Officers	Compensation	Other
David B Cotner (Vice President)	$5,300	$0
Clifford Gustafson (Secretary/Treasurer)	$5,300	$0
Kurt Ingold (President)	$5,300	$0

990-PF

Filed on Nov. 15, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$244,821

Expenses

$213,369

Net Income

$31,452

Net Assets

$3,046,950

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$173	0.1%
Dividends	$84,021	34.3%
Sales of Assets	$160,627	65.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,712	80.0%
Compensation of Officers*	$15,900	7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,046,950
Total Liabilities	$0
Net Assets	$3,046,950

Compensation

Key Employees and Officers	Compensation	Other
David B Cotner (Secretary/Treasurer)	$5,300	$0
Clifford Gustafson (President)	$5,300	$0
Kurt Ingold (Vice President)	$5,300	$0

990-PF

Filed on Sept. 3, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$285,373

Expenses

$202,201

Net Income

$83,172

Net Assets

$3,015,498

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$71,857	25.2%
Sales of Assets	$213,448	74.8%
Other Income	$61	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,460	80.3%
Compensation of Officers*	$15,900	7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,015,498
Total Liabilities	$0
Net Assets	$3,015,498

Compensation

Key Employees and Officers	Compensation	Other
David B Cotner (Vice President)	$5,300	$0
Clifford Gustafson (Secretary/Treasurer)	$5,300	$0
Kurt Ingold (President)	$5,300	$0

990-PF

Filed on April 24, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$127,817

Expenses

$201,770

Net Income

-$73,953

Net Assets

$2,932,326

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$99,201	77.6%
Sales of Assets	$28,601	22.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$161,575	80.1%
Compensation of Officers*	$15,900	7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,064,307
Total Liabilities	$131,981
Net Assets	$2,932,326

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$116,435

Expenses

$188,854

Net Income

-$72,419

Net Assets

$3,006,278

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$80,203	68.9%
Sales of Assets	$36,218	31.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,653	80.8%
Compensation of Officers*	$15,000	7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,006,279
Total Liabilities	$1
Net Assets	$3,006,278

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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Types of Nonprofits

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Updated January 26, 2026

Max And Betty Swanson Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $275k (2024)

Expenses $252k (2024)

Total Assets $3.25M (2024)

Total Liabilities $209k (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

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

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

Revenue

$275k (2024)

Expenses

$252k (2024)

Total Assets

$3.25M (2024)

Total Liabilities

$209k (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

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001