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Nonprofit · EIN 47-6024644

CARL AND CAROLINE SWANSON FOUNDATION INC

Tax-exempt · OMAHA, NE 68152

Financials

$2.1M$1.9M2023$6.4M$1.9M2024
Revenue Expenses · by fiscal year end
Financials of CARL AND CAROLINE SWANSON FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$6,365,504$1,902,354$4,463,150$22,113,135$0$22,113,135
December 31, 2023990-PF$2,088,290$1,896,670$191,620$17,868,615$0$17,868,615
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$823,596
Net gain from sales of assets
$5,541,908

Expenses

Grants and similar amounts paid
$1,591,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,611,000
Excise tax on investment income
$83,819

Balance sheet and other

Total assets, start of year
$17,868,615
Total assets, end of year
$22,113,135
Total liabilities, end of year
$0
Net assets, end of year
$22,113,135
Fair market value of assets
$40,650,853
Qualifying distributions
$1,611,000
Net investment income
$6,321,505

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.

NameTitleHours / weekCompensation
FREDERICK S BUCHOLZ
4930 BATTLEFIELD DR, OMAHA, NE 68152
PRESIDENT & DIRECTOR1$0
LAWRENCE K SHEEHAN
9290 WEST DODGE ROAD 303, OMAHA, NE 68114
SECRETARY1$0
JONATHAN P EHLY
4930 BATTLEFIELD DR, OMAHA, NE 68152
TREASURER & DIRECTOR1$0
LORI S BUCHOLZ
4930 BATTLEFIELD DR, OMAHA, NE 68152
DIRECTOR1$0
EDWARD J FITZPATRICK
4930 BATTLEFIELD DR, OMAHA, NE 68152
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
FREDERICK S BUCHOLZ
4930 BATTLEFIELD DR, OMAHA, NE 68152
PRESIDENT1$0
LAWRENCE K SHEEHAN
9290 WEST DODGE ROAD 303, OMAHA, NE 68114
SECRETARY1$0
JONATHAN P EHLY
4930 BATTLEFIELD DR, OMAHA, NE 68152
TREASURER1$0
LORI S BUCHOLZ
4930 BATTLEFIELD DR, OMAHA, NE 68152
DIRECTOR1$0
EDWARD J FITZPATRICK
4930 BATTLEFIELD DR, OMAHA, NE 68152
DIRECTOR1$0

Address and contacts

Address (IRS master file)
4935 BATTLEFIELD DR, OMAHA, NE 68152-1556
Signed the 990-PF
FREDERICK S BUCHOLZ, TREASURER
Phone
(402) 504-6286
Return prepared by
BLAND & ASSOCIATES

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
47-6024644
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
1953
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$22,113,135
Income (IRS master file)
$15,933,889

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$6,365,504$1,902,354$22,113,135XML
990-PFDecember 2023$2,088,290$1,896,670$17,868,615XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 47-6024644).

Questions about CARL AND CAROLINE SWANSON FOUNDATION INC

What is the EIN of CARL AND CAROLINE SWANSON FOUNDATION INC?
The employer identification number (EIN) of CARL AND CAROLINE SWANSON FOUNDATION INC is 47-6024644.
Is CARL AND CAROLINE SWANSON FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
Are donations to CARL AND CAROLINE SWANSON FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CARL AND CAROLINE SWANSON FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of CARL AND CAROLINE SWANSON FOUNDATION INC 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 CARL AND CAROLINE SWANSON FOUNDATION INC 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 CARL AND CAROLINE SWANSON FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does CARL AND CAROLINE SWANSON FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,365,504, expenses of $1,902,354 and total assets of $22,113,135 at year end.

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