Carl & Caroline Swanson Foundation

Private foundation · Grantmaker Omaha, NE EIN: 47-6024644

The Carl & Caroline Swanson Foundation is a private foundation based in Omaha, Nebraska. Its 2024 filing reports 16 grants totaling $1,591,000 to organizations in several states, including organizations involved in equine activities, therapeutic outdoor education, medical needs, food access, and environmental education.

Key facts about Carl & Caroline Swanson Foundation

In short: Carl & Caroline Swanson Foundation gave $1.6M across 16 grants in 2024 (avg $99K), mostly in Colorado. 13% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
47-6024644
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$1,591,000
Grants made (2024)
16
Average grant
$99,438
Median grant
$25,000
New grantees (estimate)
13% first-time grantees (2 of 16, 2024)
Total assets
$22,113,135
Primary geography
Colorado (66% of itemized 2024 grant dollars)
How to apply
The filing names Frederick S. Full details ↓
Deadline
N/A.

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$22.1M

+23.8% YoY

Annual Giving

$1.6M

-3.6% YoY

Grant Count

16

+0.0% YoY

Avg Grant Size

$99K

-3.6% YoY

Under IRS private-foundation payout rules, Carl & Caroline Swanson Foundation reported a distributable amount of $1.8M for 2024 — the minimum it must pay out in qualifying distributions.

Is Carl & Caroline Swanson Foundation open to new grantees?

13%

first-time grantees, 2024

In 2024, 2 of 16 grantees (13%) were first-time recipients. First grants averaged $5K; repeat grants $113K. How we count

Medians: $5K first-time, $25K repeat.

  • 88% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (+4%). Method
  • In 2024 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No foundation mission statement is provided. Its 2024 grants included support for equine outreach and industry relations, therapeutic outdoor education, general operating costs, a fire department, and other purposes.

The grantees’ own mission statements illustrate the work of some organizations it supported: Corbett Medical Foundation says it responds to critical medical needs in its Wyoming service area; Food Bank for the Heartland says it works to eliminate hunger by ensuring access to healthy foods; REEF Environmental Education says it works to protect biodiversity and ocean life through citizen science, education, and partnerships; and Ranching Heritage Association says it preserves and interprets the history of ranching and the livestock industry.

Grantmaking

In 2024, the foundation reported 16 grants totaling $1,591,000. Awards ranged from $5,000 to $800,000, with a median grant of $25,000. The largest grants included $800,000 to Colorado State University Foundation for equine outreach and industry relations, $275,000 to Corbett Medical Foundation for its general operating fund, and $250,000 to Breckenridge Outdoor Education for therapeutic general operating support. Other reported grants included $51,000 to Food Bank for the Heartland and $40,000 to National Snaffle Bit Foundation.

Review Cycle

N/A.

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Geographic Focus

Where this funder awards grants

The foundation’s 2024 grant dollars went to recipients in multiple states. Colorado accounted for 66% of grant dollars, Wyoming 17%, Nebraska 6%, Illinois 3%, and Texas 3%.

Grant Distribution by State

13states

Share of all 16 itemized 2024 grant dollars.

Cities

OmahaBreckenridgeFort CollinsGurneeKey LargoOklahoma CitySaratogaTulsaWaterlooWinnetkaIndependenceAmarilloColumbusLubbockAmesLos AngelesCollege StationHarrogateKennesawRichwood

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M$2M15 grants202014 grants202117 grants202216 grants202316 grants2024

From 2020 to 2024, annual grant giving ranged from $1.4M (2020) to $1.8M (2022). In 2024 it made 16 grants totaling $1.6M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Colorado State Univ Foundation: $800KColorado State Univ Foundation$800KCorbett Medical Foundation: $275KCorbett Medical Foundation$275KBreckenridge Outdoor Education: $250KBreckenridge Outdoor Education$250KFood Bank for the Heartland: $51KFood Bank for the Heartland$51KNational Snaffle Bit Foundation: $40KNational Snaffle BitFoundation$40KOmaha Equistrian Foundation: $25KOmaha Equistrian Foundation$25KPalomino Horse Breeders: $25KPalomino Horse Breeders$25KRanching Heritage Association: $25KRanching Heritage Association$25KReef Environmental Education: $25KReef Environmental Education$25KAmerican Quarter Hourse Foundation: $20KAmerican Quarter HourseFoundation$20K

The largest 2024 recipient was Colorado State Univ Foundation ($800K). Together the top 10 received $1.5M.

Grant Size Distribution

78 grants across all recorded years

56<$50K4$50–100K9$100–250K4$250–500K4$500K–1M1$1–5M$5M+

The most common grant size was under $50K: 56 grants of 78 (72%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Colorado State Univ Foundation Fort Collins, COEquine Outreach & Industry Relations$800,000
Corbett Medical Foundation Saratoga, WYGeneral Operating Fund$275,000
Breckenridge Outdoor Education Breckenridge, COGeneral Operating - Therapeutic$250,000
Food Bank for the Heartland Omaha, NEUnrestricted -General Operating Prog$51,000
National Snaffle Bit Foundation Gurnee, ILGeneral Fund$40,000
Omaha Equistrian Foundation Omaha, NEUnrestricted -General Operating Fund$25,000
Palomino Horse Breeders Tulsa, OKUnrestricted -General Operating Fund$25,000
Ranching Heritage Association Lubbock, TXGeneral Operating$25,000
Reef Environmental Education Key Largo, FLGeneral Fund$25,000
American Quarter Hourse Foundation Amarillo, TXUnrestricted -General Operating Prog$20,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $22,113,135 $6,365,504 $1,902,354 $1,591,000
2023 $17,868,615 $2,088,290 $1,896,670 $1,650,000
2022 $17,701,337 $2,192,084 $2,124,295 $1,797,500
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M20202021202220232024
Metric202420232022
Total Assets$22,113,135$17,868,615$17,701,337
Revenue$6,365,504$2,088,290$2,192,084
Expenses$1,902,354$1,896,670$2,124,295
Qualifying Distributions$1,611,000$1,670,000$1,817,500
Net Investment Income$6,030,151$1,822,394$1,855,745
Distributable Amount$1,832,071$1,618,803$1,663,720

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Frederick S. Bucholz as president and director; Lawrence K. Sheehan as secretary; Jonathan P. Ehly as treasurer and director; and Lori S. Bucholz and Edward J. Fitzpatrick as directors.

Carl & Caroline Swanson Foundation is led by Frederick S. Bucholz, President & Director since 2024 (on filings since 2020); none of the 5 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Frederick S. Bucholz

    President & Director

    President → President & Director, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Edward J. Fitzpatrick

    Director

    Treasurer → Director, 2021

    On filings since 2020

    1 hr/week

    No compensation reported

  • Lori S. Bucholz

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jonathan P. Ehly

    Treasurer & Director

    Treasurer → Treasurer & Director, 2024

    On filings since 2021

    1 hr/week

    No compensation reported

  • Lawrence K. Sheehan

    Secretary

    On filings since 2021

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Michael Jones (2020) — Secretary

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Application contact: Frederick S Bucholz
Mailing address: 4935 Battlefield Drive, Omaha, NE 68152
Phone: (402) 453-7500

Frequently asked questions about Carl & Caroline Swanson Foundation

How much does Carl & Caroline Swanson Foundation give each year?

Carl & Caroline Swanson Foundation gave $1.6M across 16 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.6M across 16 grants.

What is Carl & Caroline Swanson Foundation's typical grant size?

Carl & Caroline Swanson Foundation's median grant in 2024 was $25,000, and its average grant was $99,438, across 16 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Carl & Caroline Swanson Foundation that year got $5K on average.

Where does Carl & Caroline Swanson Foundation give grants?

Carl & Caroline Swanson Foundation gives mostly in Colorado: 66% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Wyoming (17%) and Nebraska (6%). The most frequent recipient cities were Omaha, NE (2 grants).

Does Carl & Caroline Swanson Foundation give general operating support?

Yes: 94% of Carl & Caroline Swanson Foundation's 2024 grants with a stated purpose (15 of 16) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Carl & Caroline Swanson Foundation's largest grantees?

Carl & Caroline Swanson Foundation's largest 2024 grantees include Colorado State Univ Foundation ($800,000), Corbett Medical Foundation ($275,000) and Breckenridge Outdoor Education ($250,000), according to its 2024 IRS Form 990-PF. Together they received 83% of its itemized 2024 grant dollars.

How large is Carl & Caroline Swanson Foundation?

Carl & Caroline Swanson Foundation reported $22.1M in total assets on its 2024 IRS Form 990-PF. It paid out $1.6M in qualifying distributions that year, against a required minimum of $1.8M (roughly 5% of its investment assets).

What does Carl & Caroline Swanson Foundation fund?

No foundation mission statement is provided. Its 2024 grants included support for equine outreach and industry relations, therapeutic outdoor education, general operating costs, a fire department, and other purposes. See mission & focus areas ↑

How do I apply for a grant from Carl & Caroline Swanson Foundation?

The filing names Frederick S. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Carl & Caroline Swanson Foundation's EIN?

Carl & Caroline Swanson Foundation's EIN (Employer Identification Number) is 47-6024644. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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