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EIN 33-0603766

Swenson Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Orange
State
California
Year formed
1994
Most recent tax filings
2022-12-01
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
$3,930,758
2022
Total expenses
$8,742,261
2022
Total assets
$105,346,093
2022
Num. employees
n/a

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 FoundationFloating Classroom Pledge$2,250,000
Big Sky Bible ChurchCamp Cafeteria$1,000,000
Chapman UniversityJis Engineering Hall$500,000
...and 22 more grants made totalling $5,905,148

Personnel at Swenson Family Foundation

NameTitleCompensation
Cheryl LentzTreasurer$0
James SwensonPresident$0

Financials for Swenson Family Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$20
Investment income and dividends$3,838,727
Net rental income$0
Net gain from sale of non-inventory assets$84,154
Gross sales of inventory$0
Miscellaneous revenues$7,857
Total revenues$3,930,758

Form 990s for Swenson Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-01990PFView PDF
2020-122021-06-24990PFView PDF
2019-122021-06-09990PFView PDF
2018-122019-10-30990PFView PDF
2017-122018-07-18990PFView PDF
...and 6 more Form 990s
Data update history
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
October 5, 2021
Posted financials
Added Form 990PF for fiscal year 2019
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
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