Nonprofit · EIN 81-4312810
SWANTZ FAMILY FOUNDATION
Tax-exempt · RED HOOK, NY 12571
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $121,875 | $87,774 | $34,101 | $748,161 | $293 | $747,868 |
| June 30, 2024 | 990-PF | $78,716 | $75,613 | $3,103 | $649,062 | $142 | $648,920 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $92,562
- Dividends
- $11,319
- Interest
- $115
- Net gain from sales of assets
- $17,879
Expenses
- Grants and similar amounts paid
- $74,000
- Disbursements for charitable purposes
- $79,574
- Excise tax on investment income
- $293
Balance sheet and other
- Total assets, start of year
- $649,062
- Total assets, end of year
- $748,161
- Total liabilities, end of year
- $293
- Net assets, end of year
- $747,868
- Fair market value of assets
- $748,161
- Qualifying distributions
- $79,574
- Net investment income
- $29,313
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER S SWANTZ 21 REILLY LANE, RED HOOK, NY 12571 | PRESIDENT | 10 | $0 |
| KARANA STOKUM 169 MONSIGNOR OBRIEN HIGHWAY, APT 212, CAMBRIDGE, MA 02141 | TREASURER | 1 | $0 |
| AUDREY ROETTGERS 32 REILLY LANE, RED HOOK, NY 12571 | SECRETARY | 1 | $0 |
| KATIE JOHNSTON 30 REVERE BEACH PKWY APT 313, MEDFORD, MA 02155 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER S SWANTZ 21 REILLY LANE, RED HOOK, NY 12571 | PRESIDENT | 1 | $0 |
| KARANA STOKUM 433 BROADWAY 61, SOMERVILLE, MA 02145 | TREASURER | 1 | $0 |
| AUDREY WOOD 32 REILLY LANE, RED HOOK, NY 12571 | SECRETARY | 1 | $0 |
| KATIE JOHNSTON 433 BROADWAY 61, SOMERVILLE, MA 02145 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 21 REILLY LN, RED HOOK, NY 12571-1790
- In care of
- % JENNIFER SWANTZ STOKUM
- Signed the 990-PF
- JENNIFER S SWANTZ, PRESIDENT
- Phone
- (845) 514-3434
- Website
- SWANTZFAMILYFOUNDATION.ORG
- Return prepared by
- ACCOUNTING OFFICES OF TOM FUCITO CPA 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-4312810
- 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
- 2017
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $748,161
- Income (IRS master file)
- $576,091
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $121,875 | $87,774 | $748,161 | XML |
| 990-PF | June 2024 | $78,716 | $75,613 | $649,062 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 81-4312810).
Questions about SWANTZ FAMILY FOUNDATION
- What is the EIN of SWANTZ FAMILY FOUNDATION?
- The employer identification number (EIN) of SWANTZ FAMILY FOUNDATION is 81-4312810.
- Is SWANTZ FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to SWANTZ FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SWANTZ FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SWANTZ FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SWANTZ FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of SWANTZ FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does SWANTZ FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $121,875, expenses of $87,774 and total assets of $748,161 at year end.
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