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Nonprofit · EIN 85-3179031

JASON AND JOANN SWEITZER FAMILY FOUNDATION INC

Tax-exempt · AUBURN, IN 46706

Financials

$836K$1.3M2023$2.6M$1.2M2024
Revenue Expenses · by fiscal year end
Financials of JASON AND JOANN SWEITZER FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,606,481$1,248,193$1,358,288$2,749,528$1,948,733$800,795
December 31, 2023990-PF$835,512$1,288,029-$452,517$997,617$1,681,475-$683,858
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,696,297
Interest
$4,221
Net gain from sales of assets
$796,404
Other income
$109,559

Expenses

Grants and similar amounts paid
$39,915
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$633,079
Disbursements for charitable purposes
$1,233,828
Excise tax on investment income
$10,929

Balance sheet and other

Total assets, start of year
$997,617
Total assets, end of year
$2,749,528
Total liabilities, end of year
$1,948,733
Net assets, end of year
$800,795
Fair market value of assets
$2,539,554
Qualifying distributions
$1,233,828
Net investment income
$800,625

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
JASON SWEITZER
679 MORNINGSTAR ROAD, AUBURN, IN 46706
PRESIDENT & DIRECTOR1$0
JOANN SWEITZER
679 MORNINGSTAR ROAD, AUBURN, IN 46706
SECRETARY & DIRECTOR1$0
JEREMY PFISTER
815 MORNINGSTAR ROAD, AUBURN, IN 46706
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JASON SWEITZER
679 MORNINGSTAR ROAD, AUBURN, IN 46706
PRESIDENT & DIRECTOR1$0
JOANN SWEITZER
679 MORNINGSTAR ROAD, AUBURN, IN 46706
SECRETARY & DIRECTOR1$0
JEREMY PFISTER
815 MORNINGSTAR ROAD, AUBURN, IN 46706
DIRECTOR1$0

Address and contacts

Address (IRS master file)
PO BOX 348, AUBURN, IN 46706-0348
In care of
% JASON SWEITZER
Signed the 990-PF
JASON SWEITZER, PRESIDENT & DIRECTOR
Phone
(260) 908-1447
Return prepared by
Forvis Mazars LLP

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
85-3179031
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
2021
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,749,528
Income (IRS master file)
$3,387,224

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,606,481$1,248,193$2,749,528IRS
990-PFDecember 2023$835,512$1,288,029$997,617XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 85-3179031).

Questions about JASON AND JOANN SWEITZER FAMILY FOUNDATION INC

What is the EIN of JASON AND JOANN SWEITZER FAMILY FOUNDATION INC?
The employer identification number (EIN) of JASON AND JOANN SWEITZER FAMILY FOUNDATION INC is 85-3179031.
Is JASON AND JOANN SWEITZER FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to JASON AND JOANN SWEITZER FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JASON AND JOANN SWEITZER FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JASON AND JOANN SWEITZER FAMILY 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 JASON AND JOANN SWEITZER FAMILY 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 JASON AND JOANN SWEITZER FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does JASON AND JOANN SWEITZER FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,606,481, expenses of $1,248,193 and total assets of $2,749,528 at year end.

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