Nonprofit · EIN 30-6072980
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
Tax-exempt · MISHAWAKA, IN 46545
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,561,237 | $1,065,050 | $496,187 | $5,633,161 | $0 | $5,633,161 |
| December 31, 2023 | 990-PF | $2,346,385 | $887,984 | $1,458,401 | $5,120,396 | $0 | $5,120,396 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,490,723
- Dividends
- $193,802
- Net gain from sales of assets
- -$233,108
- Other income
- $109,820
Expenses
- Grants and similar amounts paid
- $287,293
- Compensation of officers, directors and key employees
- $149,072
- Salaries, compensation and benefits (total)
- $108,163
- Disbursements for charitable purposes
- $690,739
- Excise tax on investment income
- $1,372
Balance sheet and other
- Total assets, start of year
- $5,120,396
- Total assets, end of year
- $5,633,161
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,633,161
- Fair market value of assets
- $7,148,436
- Qualifying distributions
- $690,739
- Net investment income
- $193,802
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 |
|---|---|---|---|
| JEANIE SHUCK 3900 EDISON LAKES PARKWAY SUITE 201, MISHAWAKA, IN 46545 | EXECUTIVE DIRECTOR | 40 | $0 |
| LARRY A SWANK 3900 EDISON LAKES PARKWAY SUITE 201, MISHAWAKA, IN 46545 | TRUSTEE | 10 | $0 |
| SHERRY LT SWANK 3900 EDISON LAKES PARKWAY SUITE 201, MISHAWAKA, IN 46545 | TRUSTEE | 10 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEANIE SHUCK 3900 EDISON LAKES PARKWAY SUITE 201, MISHAWAKA, IN 46545 | EXECUTIVE DIRECTOR | 40 | $143,551 |
| LARRY A SWANK 3900 EDISON LAKES PARKWAY SUITE 201, MISHAWAKA, IN 46545 | TRUSTEE | 10 | $0 |
| SHERRY LT SWANK 3900 EDISON LAKES PARKWAY SUITE 201, MISHAWAKA, IN 46545 | TRUSTEE | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 3900 EDISON LAKES PKWY STE 201, MISHAWAKA, IN 46545-3442
- Signed the 990-PF
- JEANIE SHUCK, EXECUTIVE DIRECTOR
- Phone
- (574) 247-3248
- Return prepared by
- COHNREZNICK ADVISORY LLC
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 | Not on file |
| 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
- 30-6072980
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $5,633,161
- Income (IRS master file)
- $5,404,988
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,561,237 | $1,065,050 | $5,633,161 | XML |
| 990-PF | December 2023 | $2,346,385 | $887,984 | $5,120,396 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 30-6072980).
Questions about JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
- What is the EIN of JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION?
- The employer identification number (EIN) of JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION is 30-6072980.
- Is JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAXSON WILLIAM AUGUSTUS SWANK 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 JAXSON WILLIAM AUGUSTUS SWANK 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 JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,561,237, expenses of $1,065,050 and total assets of $5,633,161 at year end.
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