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.

Carl & Caroline Swanson Foundation at a glance

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.

Annual giving (2024)
$1,591,000
-3.6% vs 2023
Grants made (2024)
16
+0.0% vs 2023
Average grant
$99,438
-3.6% vs 2023
Median grant
$25,000
Total assets
$22,113,135
+23.8% vs 2023
New grantees (estimate)
13% first-time grantees (2 of 16, 2024; small sample)
Primary geography
Colorado (66% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Carl & Caroline Swanson Foundation

How to Apply

The filing names Frederick S. Bucholz as the contact. It specifies no application form or materials, and lists no award restrictions.

Contact

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

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Carl & Caroline Swanson Foundation funds

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%).

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 2024 grant dollars across all 16 itemized grants.

Cities

OmahaBreckenridgeFort CollinsGurneeKey LargoOklahoma CitySaratogaTulsaWaterlooWinnetkaIndependenceAmarilloColumbusLubbockAmesLos AngelesCollege StationHarrogateKennesawRichwood

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. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. 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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M$2M15 grants2020 14 grants2021 17 grants2022 16 grants2023 16 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.

Grants by year

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
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$22,113,135$6,365,504$1,902,354$1,591,00016$1,611,000$6,030,151$1,832,071
2023$17,868,615$2,088,290$1,896,670$1,650,00016$1,670,000$1,822,394$1,618,803
2022$17,701,337$2,192,084$2,124,295$1,797,50017$1,817,500$1,855,745$1,663,720
2021$17,717,345$5,226,174$1,832,157$1,532,50014$1,552,500$4,928,919$1,836,732
2020$14,341,308$1,560,505$1,595,790$1,380,00015—$1,363,965$1,535,458

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.

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.

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.

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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

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

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Funders that support many of the same organizations

Burnett Foundation

Fort Worth, TX

The Burnett Foundation’s grants support arts and cultural organizations, museums, and related programs, with 2023 awards of about $460,000 to $2.3 million. Giving was concentrated in Texas, with additional grants in New Mexico and Oklahoma. It makes contributions only to preselected organizations and does not accept unsolicited requests; its 2023 filing is marked as its final return.

Philanthropy, Voluntarism & Grantmaking

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—

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Harley and Beth Schrager Foundation

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The Harley and Beth Schrager Foundation funds varied charitable organizations, including schools, arts groups, and community and service organizations, with 2025 grants ranging from $3,000 to $25,000 (median $10,000). Its 2025 grants all went to recipients in Nebraska. It does not accept unsolicited requests and gives only to preselected organizations.

Assets

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Suzanne & Walter Scott Foundation

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The Suzanne & Walter Scott Foundation supports education, leadership and community initiatives, including scholarships, nonprofit capacity, civic spaces, arts and healthcare, with a preference for organizations based in or benefiting Omaha and Nebraska. In 2024, grants ranged from $7,000 to $7.5 million, with a median of $43,125; most grants are by invitation, though the foundation lists several open opportunities.

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Bristol-Myers Squibb Foundation Inc

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The foundation funds eligible nonprofits and government entities working in civic, cultural, health, education, and social services, primarily in Nebraska and southwest Iowa. In 2025, grants ranged from $7,500 to $119,500, with a median of $15,000. The profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

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$52.9M

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Tinberg Foundation

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The Tinberg Foundation supports a range of organizations, including universities, arts groups, local media, and nonprofits, with most funding going to Illinois and some to Colorado. Its 2025 grants ranged from $250 to $450,000, with a median of $5,000. It accepts requests by letter describing the proposed use of funds; the filing states there are no deadlines or award restrictions.

Assets

$2.4M

Grants

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Total Given

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Cite this profile

Grantable. (2026). Carl & Caroline Swanson Foundation funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/carl-and-caroline-swanson-foundation-morg_55ded2c59e7c4b6ca99b9c51b5e52790

BibTeX
@misc{grantable_476024644_2026,
  author       = {{Grantable}},
  title        = {{Carl \& Caroline Swanson Foundation funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/carl-and-caroline-swanson-foundation-morg_55ded2c59e7c4b6ca99b9c51b5e52790},
  note         = {Accessed 2026-10-20. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Carl & Caroline Swanson Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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