Nonprofit · EIN 20-3954964
THE SWAN FAMILY CHARITABLE FOUNDATION
Tax-exempt · JACKSBORO, TX 76458
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $929,481 | $715,627 | $213,854 | $12,465,055 | $0 | $12,465,055 |
| December 31, 2023 | 990-PF | $1,088,449 | $731,938 | $356,511 | $12,251,201 | $0 | $12,251,201 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $503,482
- Interest
- $81,852
- Net gain from sales of assets
- $344,059
- Other income
- $88
Expenses
- Grants and similar amounts paid
- $590,624
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $634,728
- Excise tax on investment income
- $11,866
Balance sheet and other
- Total assets, start of year
- $12,251,201
- Total assets, end of year
- $12,465,055
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,465,055
- Fair market value of assets
- $14,706,482
- Qualifying distributions
- $634,728
- Net investment income
- $924,936
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kori Lewis PO Box 395, Jacksboro, TX 76458 | Dir, VP | 1 | $0 |
| Kasey Swan PO Box 395, Jacksboro, TX 76458 | Dir, VP | 1 | $0 |
| Kenneth R Swan PO Box 395, Jacksboro, TX 76458 | Pres, Dir, Sec | 2 | $0 |
| Rebecca Swan PO Box 395, Jacksboro, TX 76458 | Dir, VP | 2 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kori Lewis 730 South Main Street, Jacksboro, TX 76458 | Dir, VP | 1 | $0 |
| Kasey Swan 730 South Main Street, Jacksboro, TX 76458 | Dir, VP | 1 | $0 |
| Kenneth R Swan 730 South Main Street, Jacksboro, TX 76458 | Pres, Dir, Sec | 2 | $0 |
| Rebecca Swan 730 South Main Street, Jacksboro, TX 76458 | Dir, VP | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 395, JACKSBORO, TX 76458-0395
- In care of
- % MR KENNETH SWAN
- Signed the 990-PF
- Kenneth Swan, President
- Phone
- (940) 567-1080
- Return prepared by
- Foundation Source
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | Check at the IRS |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3954964
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $12,771,417
- Income (IRS master file)
- $7,359,852
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $929,481 | $715,627 | $12,465,055 | XML |
| 990-PF | December 2023 | $1,088,449 | $731,938 | $12,251,201 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | 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 20-3954964).
Questions about THE SWAN FAMILY CHARITABLE FOUNDATION
- What is the EIN of THE SWAN FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of THE SWAN FAMILY CHARITABLE FOUNDATION is 20-3954964.
- Is THE SWAN FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to THE SWAN FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE SWAN FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE SWAN FAMILY CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE SWAN FAMILY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE SWAN FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE SWAN FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $929,481, expenses of $715,627 and total assets of $12,465,055 at year end.
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