Max and Betty Swanson Foundation
Max and Betty Swanson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MISSOULA, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 60 grants totaling $140K. Net investment income was $206K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.3M
+0.5% YoY
Annual Giving
$140K
-19.0% YoY
Grant Count
60
+1.7% YoY
Avg Grant Size
$2K
-20.3% YoY
Under IRS private-foundation payout rules, Max and Betty Swanson Foundation reported a distributable amount of $182K for 2024 — the minimum it must pay out in qualifying distributions.
About Max and Betty Swanson Foundation
Based on IRS filings
Max and Betty Swanson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MISSOULA, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 60 grants totaling $140K. Net investment income was $206K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,250,979 | $3,234,069 | $3,286,649 |
| Revenue | $275,467 | $225,154 | $177,627 |
| Expenses | $252,387 | $270,956 | $266,489 |
| Qualifying Distributions | $173,274 | $201,003 | $191,605 |
| Net Investment Income | $206,396 | $161,703 | $118,383 |
| Distributable Amount | $181,760 | $171,880 | $177,402 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Loving Loic Foundation ($14,000), Greater Missoula Family Ymca ($10,000), Montana Meth Project ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| A CAROUSEL FOR MISSOULA MISSOULA, MT | REFURBISH AND EXPAND PLAY AREA | $1,000 |
| BIG BROTHERS BIG SISTERS MISSOULA, MT | GENERAL OPERATIONS | $4,000 |
| BOYS & GIRLS CLUB MISSOULA, MT | OPERATING EXPENSES | $1,000 |
| CASA MISSOULA, MT | OPERATING EXPENSES TO SUPPORT ABUSED AND NEGLECTED CHILDREN. | $2,000 |
| CHI ALPHA MISSOULA, MT | OPERATING EXPENSES | $1,000 |
| CHRISTIAN LIFE CENTER MISSOULA, MT | OPERATING EXPENSES | $6,500 |
| CITY LIFE CHURCH MISSOULA, MT | OPERATING EXPENSES | $500 |
| DALY MANSION HAMILTON, MT | OPERATING EXPENSES | $4,000 |
| EMPOWER MT MISSOULA, MT | OPERATING EXPENSES | $1,000 |
| FAMILIES FIRST DBA CHILDREN'S MUSEUM MISSOULA MISSOULA, MT | TO HELP FUND CHILDCARE WHILE PARENTS PARTICIPATE IN CLASSES. | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID B COTNER | PRESIDENT | 1 | $7,500 |
| ANNETTE GUSTAFSON | VICE PRESIDENT | 1 | $7,500 |
| KURT INGOLD | SECRETARY/TREASURER | 1 | $7,500 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Max and Betty Swanson Foundation?
Max and Betty Swanson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MISSOULA, MT. It holds $3.3M in total assets as of 2024.
How large is Max and Betty Swanson Foundation?
As of 2024, Max and Betty Swanson Foundation holds $3.3M in total assets with $275K in annual revenue. It awarded 60 grants totaling $140K in 2024.
Where does Max and Betty Swanson Foundation operate?
Max and Betty Swanson Foundation has awarded grants in Montana, Nebraska, Virginia.
What size grants does Max and Betty Swanson Foundation award?
In 2024, Max and Betty Swanson Foundation awarded 60 grants totaling $140K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Max and Betty Swanson Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Max and Betty Swanson Foundation reported a distributable amount of $182K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Max and Betty Swanson Foundation's EIN?
Max and Betty Swanson Foundation's EIN (Employer Identification Number) is 81-0535708. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Max and Betty Swanson Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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