Nonprofit · EIN 87-1900083
SWANBERG FAMILY FOUNDATION
Tax-exempt · FRANKLIN, TN 37064
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $44,116 | $16,154 | $27,962 | $459,886 | $0 | $459,886 |
| December 31, 2024 | 990-PF | $57,407 | $32,099 | $25,308 | $431,924 | $0 | $431,924 |
| December 31, 2023 | 990-PF | -$32,349 | $29,935 | -$62,284 | $443,219 | $0 | $443,219 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,099
- Net gain from sales of assets
- $41,017
Expenses
- Grants and similar amounts paid
- $10,000
- Disbursements for charitable purposes
- $10,000
- Excise tax on investment income
- $535
Balance sheet and other
- Total assets, start of year
- $431,924
- Total assets, end of year
- $459,886
- Total liabilities, end of year
- $0
- Net assets, end of year
- $459,886
- Fair market value of assets
- $784,529
- Qualifying distributions
- $10,000
- Net investment income
- $44,116
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 |
|---|---|---|---|
| TRACY SWANBERG 4561 PEYTONSVILLE ROAD, FRANKLIN, TN 37064 | President | 0.25 | $0 |
| DALE SWANBERG 4561 PEYTONSVILLE ROAD, FRANKLIN, TN 37064 | Secretary | 0.25 | $0 |
| SARA SWANBERG 1040 55TH STREET, DOWNERS GROVE, IL 60515 | Director | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACY SWANBERG 4561 PEYTONSVILLE ROAD, FRANKLIN, TN 37064 | President | 0.25 | $0 |
| DALE SWANBERG 4561 PEYTONSVILLE ROAD, FRANKLIN, TN 37064 | Secretary | 0.25 | $0 |
| SARA SWANBERG 1040 55TH STREET, DOWNERS GROVE, IL 60515 | Director | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACY SWANBERG 13125 W SMITH ROAD, MANHATTAN, IL 60442 | President | 0 | $0 |
| DALE SWANBERG 13125 W SMITH ROAD, MANHATTAN, IL 60442 | Secretary | 0 | $0 |
| SARA SWANBERG 13125 W SMITH ROAD, MANHATTAN, IL 60442 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4561 PEYTONSVILLE RD, FRANKLIN, TN 37064-7608
- Signed the 990-PF
- DALE SWANBERG, Secretary
- Phone
- (815) 715-6712
- Return prepared by
- MARCHESCHI PLANKIS & POGORE 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 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
- 87-1900083
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $459,886
- Income (IRS master file)
- $714,774
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $44,116 | $16,154 | $459,886 | IRS |
| 990-PF | December 2024 | $57,407 | $32,099 | $431,924 | IRS |
| 990-PF | December 2023 | -$32,349 | $29,935 | $443,219 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-1900083).
Questions about SWANBERG FAMILY FOUNDATION
- What is the EIN of SWANBERG FAMILY FOUNDATION?
- The employer identification number (EIN) of SWANBERG FAMILY FOUNDATION is 87-1900083.
- Is SWANBERG FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to SWANBERG FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SWANBERG FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SWANBERG 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 SWANBERG 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 SWANBERG FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does SWANBERG FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $44,116, expenses of $16,154 and total assets of $459,886 at year end.
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All nonprofits in FRANKLIN · Tennessee · Philanthropy, voluntarism and grantmaking foundations