Nonprofit · EIN 81-0535708
MAX AND BETTY SWANSON FOUNDATION
Tax-exempt · MISSOULA, MT 59802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $275,467 | $252,387 | $23,080 | $3,250,979 | $209,256 | $3,041,723 |
| December 31, 2023 | 990-PF | $225,154 | $270,956 | -$45,802 | $3,234,069 | $215,426 | $3,018,643 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $171,646
- Interest
- $10,127
- Net rental income
- -$1,003
- Net gain from sales of assets
- $61,244
Expenses
- Grants and similar amounts paid
- $139,750
- Compensation of officers, directors and key employees
- $22,500
- Disbursements for charitable purposes
- $173,274
- Excise tax on investment income
- $2,869
Balance sheet and other
- Total assets, start of year
- $3,234,069
- Total assets, end of year
- $3,250,979
- Total liabilities, end of year
- $209,256
- Net assets, end of year
- $3,041,723
- Fair market value of assets
- $3,880,826
- Qualifying distributions
- $173,274
- Net investment income
- $256,370
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 |
|---|---|---|---|
| DAVID B COTNER 321 W BROADWAY SUITE 500, MISSOULA, MT 59802 | PRESIDENT | 1 | $7,500 |
| ANNETTE GUSTAFSON 6000 SAINT FRANCES, MISSOULA, MT 59803 | VICE PRESIDENT | 1 | $7,500 |
| KURT INGOLD 6160 WILDCAT RD, MISSOULA, MT 59802 | SECRETARY/TREASURER | 1 | $7,500 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KURT INGOLD 6160 WILDCAT RD, MISSOULA, MT 59802 | PRESIDENT | 1 | $6,500 |
| DAVID B COTNER 321 W BROADWAY SUITE 500, MISSOULA, MT 59802 | VICE PRESIDENT | 1 | $6,500 |
| ANNETTE GUSTAFSON 6000 SAINT FRANCES, MISSOULA, MT 59803 | SECRETARY/TREASURER | 1 | $6,500 |
Address and contacts
- Address (IRS master file)
- 321 W BROADWAY ST STE 500, MISSOULA, MT 59802-4142
- In care of
- % DAVID B COTNER
- Signed the 990-PF
- DAVID B COTNER, PRESIDENT
- Phone
- (406) 541-1111
- Return prepared by
- JUNKERMIERCLARKCAMPANELLASTEVENS PC
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
- 81-0535708
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $3,250,979
- Income (IRS master file)
- $523,985
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $275,467 | $252,387 | $3,250,979 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $225,154 | $270,956 | $3,234,069 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 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-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 81-0535708).
Questions about MAX AND BETTY SWANSON FOUNDATION
- What is the EIN of MAX AND BETTY SWANSON FOUNDATION?
- The employer identification number (EIN) of MAX AND BETTY SWANSON FOUNDATION is 81-0535708.
- Is MAX AND BETTY SWANSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to MAX AND BETTY SWANSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MAX AND BETTY SWANSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MAX AND BETTY SWANSON 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 MAX AND BETTY SWANSON 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 MAX AND BETTY SWANSON FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $7,500 (DAVID B COTNER, PRESIDENT).
- How much revenue does MAX AND BETTY SWANSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $275,467, expenses of $252,387 and total assets of $3,250,979 at year end.
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