Nonprofit · EIN 84-6870367
SWANSON FAMILY FOUNDATION
Also known as CHARLES L SWANSON JR TTEE
Tax-exempt · SARASOTA, FL 34231
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $20,474 | $54,028 | -$33,554 | $1,018,842 | $0 | $1,018,842 |
| December 31, 2024 | 990-PF | $271,502 | $103,710 | $167,792 | $1,052,396 | $0 | $1,052,396 |
| December 31, 2023 | 990-PF | -$7,052 | $56,126 | -$63,178 | $884,604 | $0 | $884,604 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $13,046
- Interest
- $10,706
- Net gain from sales of assets
- -$3,278
Expenses
- Grants and similar amounts paid
- $40,000
- Compensation of officers, directors and key employees
- $6,000
- Disbursements for charitable purposes
- $41,250
- Excise tax on investment income
- $154
Balance sheet and other
- Total assets, start of year
- $1,052,396
- Total assets, end of year
- $1,018,842
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,018,842
- Fair market value of assets
- $1,374,317
- Qualifying distributions
- $41,250
- Net investment income
- $23,752
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 |
|---|---|---|---|
| KELLY ANNE DILLON 1503 SHELBURNE LANE, SARASOTA, FL 34231 | CO-TRUSTEE | 3 | $6,000 |
| CHARLES L SWANSON JR 1543 EASTBROOK DR, SARASOTA, FL 34231 | CO-TRUSTEE | 1 | $0 |
| MARTHA SWANSON 1543 EASTBROOK DR, SARASOTA, FL 34231 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KELLY ANNE DILLON 1503 SHELBURNE LANE, SARASOTA, FL 34231 | CO-TRUSTEE | 3 | $6,000 |
| CHARLES L SWANSON JR 1543 EASTBROOK DR, SARASOTA, FL 34231 | CO-TRUSTEE | 1 | $0 |
| MARTHA SWANSON 1543 EASTBROOK DR, SARASOTA, FL 34231 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES L SWANSON JR 1543 EASTBROOK DR, SARASOTA, FL 34231 | CO-TRUSTEE | 1 | $0 |
| MARTHA SWANSON 1543 EASTBROOK DR, SARASOTA, FL 34231 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1543 EASTBROOK DR, SARASOTA, FL 34231-3511
- In care of
- % CHARLES L SWANSON JR
- Signed the 990-PF
- CHARLES L SWANSON JR, CO-TRUSTEE
- Phone
- (941) 320-6444
- Return prepared by
- MAULDIN & JENKINS LLC
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
- 84-6870367
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,018,842
- Income (IRS master file)
- $227,732
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $20,474 | $54,028 | $1,018,842 | IRS |
| 990-PF | December 2024 | $271,502 | $103,710 | $1,052,396 | IRS |
| 990-PF | December 2023 | -$7,052 | $56,126 | $884,604 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 84-6870367).
Questions about SWANSON FAMILY FOUNDATION
- What is the EIN of SWANSON FAMILY FOUNDATION?
- The employer identification number (EIN) of SWANSON FAMILY FOUNDATION is 84-6870367.
- Is SWANSON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to SWANSON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SWANSON FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SWANSON 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 SWANSON 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 SWANSON FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $6,000 (KELLY ANNE DILLON, CO-TRUSTEE).
- How much revenue does SWANSON FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $20,474, expenses of $54,028 and total assets of $1,018,842 at year end.
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All nonprofits in SARASOTA · Florida · Philanthropy, voluntarism and grantmaking foundations