Duane R & Carolyn a Swanson
Duane R & Carolyn a Swanson is a private foundation, based in Fort Myers, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $247K in total assets. In 2025, it awarded 2 grants totaling $225K. Net investment income was $84K.
Duane R & Carolyn a Swanson at a glance
In short: Duane R & Carolyn a Swanson gave $225K across 2 grants in 2025 (avg $113K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $225,000
- +12.5% vs 2024
- Grants made (2025)
- 2
- -33.3% vs 2024
- Average grant
- $112,500
- +68.7% vs 2024
- Median grant
- $112,500
- Total assets
- $247,344
- -36.6% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Duane R & Carolyn a Swanson funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Canterbury School ($150K). Together the top 2 received $225K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 8 grants of 14 (57%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Duane R & Carolyn a Swanson gives
- Giving fell 33% from 2022 to 2025. Method
- In 2025 it paid out 981% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $200K (2024) to $335K (2022). In 2025 it made 2 grants totaling $225K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Canterbury School Fort Myers, FL | Exempt Function | $150,000 |
| FGCU Foundation Fort Myers, FL | Exempt Function | $75,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $247,344 | $85,531 | $228,575 | $225,000 | 2 | $226,930 | $83,886 | $23,125 |
| 2024 | $389,839 | $37,562 | $202,566 | $200,000 | 3 | $200,000 | $34,996 | $34,898 |
| 2023 | $570,898 | $29,267 | $322,727 | $320,000 | 6 | $320,000 | $26,540 | $40,740 |
| 2022 | $863,176 | $656,264 | $341,426 | $335,000 | 3 | $335,000 | $907,013 | $23,841 |
| 2021 | $800,000 | $800,000 | — | — | — | — | — | $144 |
Under IRS private-foundation payout rules, Duane R & Carolyn a Swanson reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Duane R & Carolyn a Swanson is led by Duane R. Swanson II, President-Director on every filing since 2021; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Duane R. Swanson II
President-Director
On filings since 2021
No compensation reported
Carolyn A. Swanson
Director
On filings since 2021
No compensation reported
Emily Nichols
Director
On filings since 2021
No compensation reported
Shelley Swanson-Botyos
Director
On filings since 2021
No compensation reported
Steven R. Whitley
Secretary & Treas- Director
On filings since 2021
1 hr/week
No compensation reported
Mark W. Swanson
Vice President - Director
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 Duane R & Carolyn a Swanson
How much does Duane R & Carolyn a Swanson give each year?
Duane R & Carolyn a Swanson gave $225K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $200K across 3 grants.
How large is Duane R & Carolyn a Swanson?
Duane R & Carolyn a Swanson reported $247K in total assets on its 2025 IRS Form 990-PF. It paid out $227K in qualifying distributions that year, against a required minimum of $23K (roughly 5% of its investment assets).
Where does Duane R & Carolyn a Swanson operate?
Duane R & Carolyn a Swanson has awarded grants in Florida, Texas.
What is Duane R & Carolyn a Swanson's EIN?
Duane R & Carolyn a Swanson's EIN (Employer Identification Number) is 87-4145801. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 20, 2026)
- IRS filings on file for fiscal years 2021–2024
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