Northwood Swensrud Fund
Northwood Swensrud Fund is a private foundation, based in Northwood, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $472K in total assets. In 2024, it awarded 8 grants totaling $20K. Net investment income was $32K.
Northwood Swensrud Fund at a glance
In short: Northwood Swensrud Fund gave $20K across 8 grants in 2024 (avg $2K), mostly in Iowa. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $19,840
- +3.0% vs 2023
- Grants made (2024)
- 8
- +100.0% vs 2023
- Average grant
- $2,480
- -48.5% vs 2023
- Median grant
- $1,670
- Total assets
- $471,962
- +10.6% vs 2023
- Primary geography
- Iowa (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Northwood Swensrud Fund funds
How this funder distributes its grants
Grant Size Distribution
29 grants across all recorded years
The most common grant size was under $50K: 29 grants of 29 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
States
Cities
How Northwood Swensrud Fund gives
- Giving held roughly steady from 2021 to 2024 (−11%). Method
- In 2024 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2024, annual grant giving ranged from $14K (2020) to $22K (2021). In 2024 it made 8 grants totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 8 grants to individuals Recipients not named | — | $19,840 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $471,962 | $33,163 | $21,431 | $19,840 | 8 | $19,840 | $31,572 | $22,284 |
| 2023 | $426,848 | $24,103 | $21,288 | $19,270 | 4 | $19,287 | $22,486 | $20,354 |
| 2022 | $414,011 | $29,606 | $19,807 | $17,300 | 6 | $17,300 | $28,837 | $21,347 |
| 2021 | $491,538 | $26,528 | $25,139 | $22,175 | 5 | $22,175 | $23,564 | $19,535 |
| 2020 | $433,283 | $20,055 | $15,756 | $14,292 | 6 | — | $18,591 | $19,535 |
Under IRS private-foundation payout rules, Northwood Swensrud Fund reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Northwood Swensrud Fund is led by Ann Johnson, President on every filing since 2020; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Ann Johnson
President
On filings since 2020
3 hrs/week
No compensation reported
Addie Rugland
Trustee
On filings since 2020
1 hr/week
No compensation reported
Jake Urbatch
Trustee
On filings since 2020
1 hr/week
No compensation reported
Stephanie Harmon
Trustee
On filings since 2020
1 hr/week
No compensation reported
John H Greve
Secretary & Treasurer
Secretary Treasurer → Secretary & Treasurer, 2023
On filings since 2020
3 hrs/week
No compensation reported
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 Northwood Swensrud Fund
How much does Northwood Swensrud Fund give each year?
Northwood Swensrud Fund gave $20K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $19K across 4 grants.
What is Northwood Swensrud Fund's typical grant size?
Northwood Swensrud Fund's median grant in 2024 was $1,670, and its average grant was $2,480, across 8 grants on its 2024 IRS Form 990-PF.
Where does Northwood Swensrud Fund give grants?
Northwood Swensrud Fund gives mostly in Iowa: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.
Does Northwood Swensrud Fund give general operating support?
Not in 2024: none of the 8 grants with a stated purpose on Northwood Swensrud Fund's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "City Improvement" (3 grants).
How large is Northwood Swensrud Fund?
Northwood Swensrud Fund reported $472K in total assets on its 2024 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $22K (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 is Northwood Swensrud Fund's EIN?
Northwood Swensrud Fund's EIN (Employer Identification Number) is 42-1280299. 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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
- Added Form 990-PF for fiscal year 2022 (received by the IRS May 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 27, 2025)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Northwood Swensrud Fund's focus areas in our free grants database
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