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EIN 33-0603766

Swenson Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Orange
State
California
Year formed
1994
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Swenson Family Foundation is a private foundation that gave out $735,058 in grants last year. Grantees include Gloria Dei Lutheran Church. The foundation is located in Dana Point, CA.
Total revenues
$3,751,040
2023
Total expenses
$9,611,926
2023
Total assets
$99,502,157
2023
Num. employees
0
2023

Program areas at Swenson Family Foundation

$735,058 - net tax-exempt interest from bny mellon (acct: 1000)

Grants made by Swenson Family Foundation

GranteeGrant descriptionAmount
University of Wisconsin-Superior FoundationSadie Ann Scholars$2,250,000
Big Sky Bible ChurchCamp Cafeteria - Final Two Payments$1,500,000
Chapman UniversityEngineering Bldg - 2023$500,000
...and 16 more grants made

Personnel at Swenson Family Foundation

NameTitleCompensation
Cheryl LentzTreasurer$0
James SwensonPresident$0

Financials for Swenson Family Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$3,957,358
Net rental income$0
Net gain from sale of non-inventory assets$-207,249
Gross sales of inventory$0
Miscellaneous revenues$931
Total revenues$3,751,040

Form 990s for Swenson Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-09-12990PFView PDF
2022-122023-11-01990PFView PDF
2021-122022-09-10990PFView PDF
2020-122021-06-24990PFView PDF
2019-122021-06-09990PFView PDF
...and 8 more Form 990s
Data update history
August 26, 2024
Posted financials
Added Form 990PF for fiscal year 2021
January 23, 2024
Updated personnel
Identified 1 new personnel
January 22, 2024
Posted financials
Added Form 990PF for fiscal year 2022
January 2, 2024
Used new vendors
Identified 1 new vendor, including
October 13, 2021
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 12263
Orange, CA 92859
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Orange County, CA
Phone
(714) 264-6814
IRS details
EIN
33-0603766
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1994
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current - Reporting Incomplete
FTB status revoked
Not revoked
AG Registration Number
093363
FTB Entity ID
1882963
AB 488 data last updated ("as-of") date
2024-11-06
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