Nonprofit · EIN 33-0603766
SWENSON FAMILY FOUNDATION
Tax-exempt · ORANGE, CA 92859
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,661,689 | $6,519,481 | -$2,857,792 | $94,314,723 | $0 | $94,314,723 |
| December 31, 2024 | 990-PF | $3,886,325 | $6,254,287 | -$2,367,962 | $97,139,565 | $0 | $97,139,565 |
| December 31, 2023 | 990-PF | $3,751,040 | $9,611,926 | -$5,860,886 | $99,502,157 | $0 | $99,502,157 |
| December 31, 2021 | 990-PF | $4,377,207 | $4,699,049 | -$321,842 | $110,157,596 | $0 | $110,157,596 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,705,323
- Net gain from sales of assets
- -$59,573
- Other income
- $15,939
Expenses
- Grants and similar amounts paid
- $6,148,203
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $6,253,232
- Excise tax on investment income
- $49,122
Balance sheet and other
- Total assets, start of year
- $97,139,565
- Total assets, end of year
- $94,314,723
- Total liabilities, end of year
- $0
- Net assets, end of year
- $94,314,723
- Fair market value of assets
- $91,902,625
- Qualifying distributions
- $6,253,232
- Net investment income
- $3,707,341
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 |
|---|---|---|---|
| SUSAN G SWENSON PO BOX 12263, ORANGE, CA 92859 | PRESIDENT | 0.5 | $0 |
| ROSIE SWENSON PO BOX 12263, ORANGE, CA 92859 | SECRETARY | 0.5 | $0 |
| CHERYL L LENTZ PO BOX 12263, ORANGE, CA 92859 | TREASURER | 2 | $0 |
| EOIN L KREDITOR PO BOX 12263, ORANGE, CA 92859 | DIRECTOR | 0.5 | $0 |
| CHRISTOPHER LENTZ PO BOX 12263, ORANGE, CA 92859 | DIRECTOR | 0.5 | $0 |
| TIMOTHY J SWENSON PO BOX 12263, ORANGE, CA 92859 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN G SWENSON PO BOX 12263, ORANGE, CA 92859 | PRESIDENT | 0.5 | $0 |
| ROSIE SWENSON PO BOX 12263, ORANGE, CA 92859 | SECRETARY | 0.5 | $0 |
| CHERYL L LENTZ PO BOX 12263, ORANGE, CA 92859 | TREASURER | 2 | $0 |
| EOIN L KREDITOR PO BOX 12263, ORANGE, CA 92859 | DIRECTOR | 0.5 | $0 |
| CHRISTOPHER LENTZ PO BOX 12263, ORANGE, CA 92859 | DIRECTOR | 0.5 | $0 |
| TIMOTHY J SWENSON PO BOX 12263, ORANGE, CA 92859 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN G SWENSON PO BOX 12263, ORANGE, CA 92859 | PRESIDENT | 0.5 | $0 |
| ROSIE SWENSON PO BOX 12263, ORANGE, CA 92859 | SECRETARY | 0.5 | $0 |
| CHERYL L LENTZ PO BOX 12263, ORANGE, CA 92859 | TREASURER | 2 | $0 |
| EOIN L KREDITOR PO BOX 12263, ORANGE, CA 92859 | DIRECTOR | 0.5 | $0 |
| CHRISTOPHER LENTZ PO BOX 12263, ORANGE, CA 92859 | DIRECTOR | 0.5 | $0 |
| TIMOTHY J SWENSON PO BOX 12263, ORANGE, CA 92859 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2021: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN G SWENSON 34372 COVE LANTERN, DANA POINT, CA 92629 | PRESIDENT | 2 | $0 |
| ROSIE SWENSON 34372 COVE LANTERN, DANA POINT, CA 92629 | SECRETARY | 1 | $0 |
| CHERYL L LENTZ 34372 COVE LANTERN, DANA POINT, CA 92629 | CFO | 0 | $0 |
| TIMOTHY J SWENSON 34372 COVE LANTERN, DANA POINT, CA 92629 | DIRECTOR | 0 | $0 |
| EOIN L KREDITOR 34372 COVE LANTERN, DANA POINT, CA 92629 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 12263, ORANGE, CA 92859-8263
- Signed the 990-PF
- CHERYL LENTZ, TREASURER
- Phone
- (714) 264-6814
- Return prepared by
- RSM US LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0603766 or by the name SWENSON FAMILY 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
- 33-0603766
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $94,314,723
- Income (IRS master file)
- $17,543,948
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,661,689 | $6,519,481 | $94,314,723 | IRS |
| 990-PF | December 2024 | $3,886,325 | $6,254,287 | $97,139,565 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $3,751,040 | $9,611,926 | $99,502,157 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $4,377,207 | $4,699,049 | $110,157,596 | XML |
| 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 33-0603766).
Questions about SWENSON FAMILY FOUNDATION
- What is the EIN of SWENSON FAMILY FOUNDATION?
- The employer identification number (EIN) of SWENSON FAMILY FOUNDATION is 33-0603766.
- Is SWENSON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to SWENSON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SWENSON FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SWENSON FAMILY 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 SWENSON FAMILY 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 SWENSON FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does SWENSON FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,661,689, expenses of $6,519,481 and total assets of $94,314,723 at year end.
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