Nonprofit · EIN 03-0490864
THE SWINERTON FOUNDATION
Tax-exempt · CONCORD, CA 94520
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,337,724 | $918,945 | $418,779 | $6,371,311 | $931 | $6,370,380 |
| December 31, 2023 | 990 | $1,222,322 | $519,190 | $703,132 | $5,568,849 | $0 | $5,568,849 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,222,592
- Program service revenue
- $5,560
- Investment income
- $109,572
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $845,952
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $892,066
- Management and general (functional)
- $26,879
Balance sheet and other
- Total assets, start of year
- $5,568,849
- Total assets, end of year
- $6,371,311
- Total liabilities, end of year
- $931
- Net assets, end of year
- $6,370,380
- Publicly traded securities
- $4,046,302
- Net assets without donor restrictions
- $6,336,254
- Net assets with donor restrictions
- $34,126
- Gross receipts
- $2,032,721
- Employees
- 0
- Volunteers
- 250
- Year formed
- 2002
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lauren Nunnally | Executive Vice President Trustee or director, Officer | 1 | $0 |
| Maritza Zulueta | Treasurer Trustee or director, Officer | 1 | $0 |
| Lori Guion | President Trustee or director, Officer | 1 | $0 |
| Dost Bardouille-Crema | Secretary Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lauren Nunnally | vice president Trustee or director, Officer | 0 | $0 |
| LORI DUNN | President Trustee or director, Officer | 0 | $0 |
| Maritza Zulueta | Treasurer Trustee or director, Officer | 0 | $0 |
| Dost Bardouille | Secretary Trustee or director, Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2001 CLAYTON ROAD 7TH FLOOR, CONCORD, CA 94520-2405
- In care of
- % MARITZA ZULUETA
- Principal officer (990 for 2024)
- Maritza Zulueta, 2001 Clayton Road 7th Floor, Concord, CA 94520
- Signed the 990
- Maritza Zulueta, treasurer
- Phone
- (925) 602-6422
- Return prepared by
- KRUTILLA & ASSOCIATES INC
California records
California keeps its own records of charities and corporations. Search them by EIN 03-0490864 or by the name THE SWINERTON FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE SWINERTON FOUNDATION HELPS BUILD SUSTAINABLE CITIES AND NEIGHBORHOODS BY PARTNERING WITH COMMUNITY-FOCUSED NON-PROFIT ORGANIZATIONS TO SUPPORT HEALTH, SOCIAL SERVICES, CULTURAL, EDUCATION, AND ENVIRONMENTAL PROGRAMS THAT BENEFIT ALL MEMBERS OF THE COMMUNITY. THE SWINERTON FOUNDATION ALSO SERVES AS A CATALYST TO ENCOURAGE AND EXPAND THE PHILANTHROPIC ENDEAVORS OF SWINERTON INCORPORATED AND ITS AFFILIATES EMPLOYEES.
Program accomplishments
- UNIVERSITY GIVING The Swinerton Foundation has made a commitment to support management programs at colleges and universities across the United States. Our involvement with educational institutions centers around support for their academic programs and student scholarships for the best and brightest young students.Expenses $248,050 · grants $248,050 · revenue $5,560
- Adopt-a-School Program- The Swinerton Foundation partners with SkillsUSA to prepare high school students for careers in trade occupations. SkillsUSA is a national nonprofit that works to improve the quality of the future workforce by giving them personal, workplace, and technical skills grounded in academics. Our partnership began in 2020, and we have supported SkillsUSA carpentry programs in nine high schools across the country, providing cash grants to classrooms for materials and tools, as well as Career Essential and other educational resources.
- Resilient Communities- The Swinerton Foundation partnership with Rebuilding Together began 20 years ago in Oakland and Portland. Today, we sponsor ten build days, providing necessary monetary support and volunteers.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 03-0490864
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $6,371,311
- Income (IRS master file)
- $2,032,721
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,337,724 | $918,945 | $6,371,311 | XML |
| 990 | December 2023 | $1,222,322 | $519,190 | $5,568,849 | XML |
| 990 | December 2022 | $2,171,710 | $1,968,859 | $4,518,735 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0490864).
Questions about THE SWINERTON FOUNDATION
- What is the EIN of THE SWINERTON FOUNDATION?
- The employer identification number (EIN) of THE SWINERTON FOUNDATION is 03-0490864.
- Is THE SWINERTON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to THE SWINERTON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE SWINERTON FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE SWINERTON FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE SWINERTON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE SWINERTON FOUNDATION?
- The 990 for the year ended December 31, 2024 names Maritza Zulueta.
- Who are the officers and directors of THE SWINERTON FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE SWINERTON FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,337,724, expenses of $918,945 and total assets of $6,371,311 at year end.
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