Nonprofit · EIN 31-1530763
W CLARKE SWANSON JR FOUNDATION
Tax-exempt · OAKVILLE, CA 94562
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $19,057 | $63,237 | -$44,180 | $138,415 | $4 | $138,411 |
| December 31, 2024 | 990-PF | $52,441 | $201,082 | -$148,641 | $182,595 | $4 | $182,591 |
| December 31, 2023 | 990-PF | $16,948 | $14,617 | $2,331 | $331,232 | $0 | $331,232 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $8,278
- Interest
- $513
- Net gain from sales of assets
- $10,266
Expenses
- Grants and similar amounts paid
- $56,650
- Disbursements for charitable purposes
- $56,650
- Excise tax on investment income
- $265
Balance sheet and other
- Total assets, start of year
- $182,595
- Total assets, end of year
- $138,415
- Total liabilities, end of year
- $4
- Net assets, end of year
- $138,411
- Fair market value of assets
- $197,603
- Qualifying distributions
- $56,650
- Net investment income
- $19,057
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| W CLARKE SWANSON 1066 Oakville Cross Road, OAKVILLE, CA 94562 | Director | 1 | $0 |
| ELIZABETH SWANSON 1066 Oakville Cross Road, OAKVILLE, CA 94562 | Director | 1 | $0 |
| ALEXIS SWANSON 1066 Oakville Cross Road, OAKVILLE, CA 94562 | Director | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| W CLARKE SWANSON 1050 OAKVILLE CROSS RD, OAKVILLE, CA 94562 | Director | 1 | $0 |
| ELIZABETH SWANSON 1050 OAKVILLE CROSS RD, OAKVILLE, CA 94562 | Director | 1 | $0 |
| ALEXIS SWANSON 1050 OAKVILLE CROSS RD, OAKVILLE, CA 94562 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| W CLARKE SWANSON 1050 OAKVILLE CROSS RD, OAKVILLE, CA 94562 | Director | 1 | $0 |
| ELIZABETH SWANSON 1050 OAKVILLE CROSS RD, OAKVILLE, CA 94562 | Director | 1 | $0 |
| ALEXIS SWANSON 1050 OAKVILLE CROSS RD, OAKVILLE, CA 94562 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 148, OAKVILLE, CA 94562-0148
- In care of
- % NINA R LENZNER
- Signed the 990-PF
- WClarke Swanson Jr, President & CEO
- Phone
- (707) 754-4002
- Return prepared by
- WILLIAMS RICE WYATT & CO PLLC
California records
California keeps its own records of charities and corporations. Search them by EIN 31-1530763 or by the name W CLARKE SWANSON JR 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)
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 | 990-PF 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
- 31-1530763
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T00Z)
- Assets (IRS master file)
- $138,415
- Income (IRS master file)
- $58,786
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $19,057 | $63,237 | $138,415 | XML |
| 990-PF | December 2024 | $52,441 | $201,082 | $182,595 | XML |
| 990-PF | December 2023 | $16,948 | $14,617 | $331,232 | 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 31-1530763).
Questions about W CLARKE SWANSON JR FOUNDATION
- What is the EIN of W CLARKE SWANSON JR FOUNDATION?
- The employer identification number (EIN) of W CLARKE SWANSON JR FOUNDATION is 31-1530763.
- Is W CLARKE SWANSON JR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to W CLARKE SWANSON JR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does W CLARKE SWANSON JR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of W CLARKE SWANSON JR 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 W CLARKE SWANSON JR FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of W CLARKE SWANSON JR FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does W CLARKE SWANSON JR FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $19,057, expenses of $63,237 and total assets of $138,415 at year end.
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