Nonprofit · EIN 94-3211277
SWANSON FOUNDATION
Tax-exempt · BURLINGAME, CA 94010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,913,740 | $1,270,468 | $643,272 | $21,766,023 | $0 | $21,766,023 |
| December 31, 2024 | 990-PF | $1,985,933 | $1,616,828 | $369,105 | $21,122,751 | $0 | $21,122,751 |
| December 31, 2023 | 990-PF | $727,317 | $1,614,386 | -$887,069 | $21,173,499 | $0 | $21,173,499 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $607,522
- Dividends
- $817,690
- Net gain from sales of assets
- $487,289
- Other income
- $1,239
Expenses
- Grants and similar amounts paid
- $1,224,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,224,000
- Excise tax on investment income
- $17,695
Balance sheet and other
- Total assets, start of year
- $21,122,751
- Total assets, end of year
- $21,766,023
- Total liabilities, end of year
- $0
- Net assets, end of year
- $21,766,023
- Fair market value of assets
- $28,122,940
- Qualifying distributions
- $1,224,000
- Net investment income
- $1,306,218
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 |
|---|---|---|---|
| JUDY C SWANSON 330 PRIMROSE ROAD SUITE 404, BURLINGAME, CA 94010 | CEO/PRESIDENT | 2 | $0 |
| TRACY GEDENBERG 330 PRIMROSE ROAD SUITE 404, BURLINGAME, CA 94010 | SECRETARY | 0.5 | $0 |
| ALEXANDRIA BREITMAN 330 PRIMROSE ROAD SUITE 404, BURLINGAME, CA 94010 | CFO/TREASURER | 0.5 | $0 |
| CHRISTINE SHERRY 330 PRIMROSE ROAD SUITE 404, BURLINGAME, CA 94010 | VICE PRESIDENT | 0.5 | $0 |
| ERICA SWANSON GORSKI 330 PRIMROSE ROAD SUITE 404, BURLINGAME, CA 94010 | DIRECTOR | 0.5 | $0 |
| MEGAN THOMA 330 PRIMROSE ROAD SUITE 404, BURLINGAME, CA 94010 | CFO/TREASURER | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDY C SWANSON 330 PRIMROSE ROAD SUITE 404, BURLINGAME, CA 94010 | CEO/PRESIDENT | 2 | $0 |
| TRACY GEDENBERG 330 PRIMROSE ROAD SUITE 404, BURLINGAME, CA 94010 | SECRETARY | 0.5 | $0 |
| ALEXANDRIA BREITMAN 330 PRIMROSE ROAD SUITE 404, BURLINGAME, CA 94010 | CFO/TREASURER | 0.5 | $0 |
| CHRISTINE SHERRY 330 PRIMROSE ROAD SUITE 404, BURLINGAME, CA 94010 | VICE PRESIDENT | 0.5 | $0 |
| ERICA SWANSON GORSKI 330 PRIMROSE ROAD SUITE 404, BURLINGAME, CA 94010 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDY C SWANSON 330 PRIMROSE ROAD SUITE 404, BURLINGAME, CA 94010 | CEO/PRESIDENT | 2 | $0 |
| TRACY GEDENBERG 330 PRIMROSE ROAD SUITE 404, BURLINGAME, CA 94010 | SECRETARY | 0.5 | $0 |
| ALEXANDRIA BREITMAN 330 PRIMROSE ROAD SUITE 404, BURLINGAME, CA 94010 | CFO/TREASURER | 0.5 | $0 |
| CHRISTINE SHERRY 330 PRIMROSE ROAD SUITE 404, BURLINGAME, CA 94010 | VICE PRESIDENT | 0.5 | $0 |
| ERICA SWANSON GORSKI 330 PRIMROSE ROAD SUITE 404, BURLINGAME, CA 94010 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 330 PRIMROSE RD STE 404, BURLINGAME, CA 94010-4029
- In care of
- % ROBERT SWANSON
- Signed the 990-PF
- JUDY C SWANSON, CEO/PRESIDENT
- Phone
- (650) 373-1900
- Return prepared by
- ANDERSEN TAX LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3211277 or by the name SWANSON FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 94-3211277
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $21,766,023
- Income (IRS master file)
- $2,473,836
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,913,740 | $1,270,468 | $21,766,023 | XML |
| 990-PF | December 2024 | $1,985,933 | $1,616,828 | $21,122,751 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $727,317 | $1,614,386 | $21,173,499 | 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-T | 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 94-3211277).
Questions about SWANSON FOUNDATION
- What is the EIN of SWANSON FOUNDATION?
- The employer identification number (EIN) of SWANSON FOUNDATION is 94-3211277.
- Is SWANSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to SWANSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SWANSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SWANSON 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 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 FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does SWANSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,913,740, expenses of $1,270,468 and total assets of $21,766,023 at year end.
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