Swanberg Family Foundation

Private foundation · Grantmaker Franklin, TN EIN: 87-1900083

Swanberg Family Foundation is a private foundation, based in Franklin, TN. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $460K in total assets. In 2025, it awarded 1 grant totaling $10K. Net investment income was $38K.

Key facts about Swanberg Family Foundation

In short: Swanberg Family Foundation gave $10K across 1 grant in 2025 (avg $10K), mostly in Florida. Source: 2025 IRS Form 990-PF.

EIN
87-1900083
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$10,000
Grants made (2025)
1
Average grant
$10,000
Median grant
$10,000
Total assets
$459,886
Primary geography
Florida (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$460K

+6.5% YoY

Annual Giving

$10K

-60.0% YoY

Grant Count

1

-66.7% YoY

Avg Grant Size

$10K

+20.0% YoY

Under IRS private-foundation payout rules, Swanberg Family Foundation reported a distributable amount of $33K for 2025 — the minimum it must pay out in qualifying distributions.

How Swanberg Family Foundation gives

  • Giving grew 678% from 2022 to 2025. Method
  • In 2025 it paid out 30% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of the 2025 grant dollars on its one itemized grant.

Cities

JolietManhattanMattesonPunta Gorda

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K0 grants2021 1 grant2022 3 grants2023 3 grants2024 1 grant2025

From 2022 to 2025, annual grant giving ranged from $1K (2022) to $25K (2024). In 2025 it made 1 grant totaling $10K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

New Life Church: $10KNew Life Church$10K

The largest 2025 recipient was New Life Church ($10K).

Grant Size Distribution

8 grants across all recorded years

8<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 8 grants of 8 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
New Life Church Punta Gorda, FLGeneral Support$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$459,886$431,924$443,219
Revenue$44,116$57,407$-32,349
Expenses$16,154$32,099$29,935
Qualifying Distributions$10,000$25,593$20,000
Net Investment Income$38,479$52,314$2,162
Distributable Amount$32,816$27,966$25,355

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS July 5, 2022)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2024)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
  5. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  6. IRS filings on file for fiscal years 2021–2024

Leadership & Key People

Officers and directors from IRS filings

Swanberg Family Foundation is led by Tracy Swanberg, President on every filing since 2021; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Tracy Swanberg

    President

    On filings since 2021

    0.3 hrs/week

    No compensation reported

  • Sara Swanberg

    Director

    On filings since 2021

    0.3 hrs/week

    No compensation reported

  • Dale Swanberg

    Secretary

    On filings since 2021

    0.3 hrs/week

    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 Swanberg Family Foundation

How much does Swanberg Family Foundation give each year?

Swanberg Family Foundation gave $10K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 3 grants.

How large is Swanberg Family Foundation?

Swanberg Family Foundation reported $460K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $33K (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.

Where does Swanberg Family Foundation operate?

Swanberg Family Foundation has awarded grants in Florida, Illinois.

What is Swanberg Family Foundation's EIN?

Swanberg Family Foundation's EIN (Employer Identification Number) is 87-1900083. 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.

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