The Swanson Family Foundation
The Swanson Family Foundation is a private foundation, based in Sarasota, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 4 grants totaling $40K. Net investment income was $11K.
The Swanson Family Foundation at a glance
In short: The Swanson Family Foundation gave $40K across 4 grants in 2025 (avg $10K), top state District of Columbia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $40,000
- -55.6% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $10,000
- -55.6% vs 2024
- Median grant
- $10,000
- Total assets
- $1,018,842
- -3.2% vs 2024
- Primary geography
- District of Columbia (25% 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 The Swanson Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was American Red Cross ($10K). Together the top 4 received $40K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 19 grants of 20 (95%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How The Swanson Family Foundation gives
- Giving held roughly steady from 2022 to 2025 (−19%). Method
- In 2025 it paid out 64% 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 2025, annual grant giving ranged from $3K (2020) to $90K (2024). In 2025 it made 4 grants totaling $40K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Red Cross Washington, DC | General Support | $10,000 |
| Johns Hopkins All Children's Hospital Inc Baltimore, MD | General Support | $10,000 |
| Moffitt Cancer Center Foundation Tampa, FL | General Support | $10,000 |
| Sleep in Heavenly Place Inc Houston, TX | General Support | $10,000 |
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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 | $1,018,842 | $20,474 | $54,028 | $40,000 | 4 | $41,250 | $11,052 | $64,642 |
| 2024 | $1,052,396 | $271,502 | $103,710 | $90,000 | 4 | $91,339 | $9,131 | $53,894 |
| 2023 | $884,604 | $-7,052 | $56,126 | $47,500 | 5 | $48,677 | $12,122 | $46,755 |
| 2022 | $947,782 | $17,715 | $64,075 | $49,500 | 4 | $50,599 | $7,429 | $48,634 |
| 2021 | $994,142 | $36,415 | $45,293 | $30,000 | 3 | $31,047 | $22,945 | $54,677 |
| 2020 | $1,003,020 | $517,741 | $16,203 | $2,750 | 1 | — | $9,941 | $29,886 |
Under IRS private-foundation payout rules, The Swanson Family Foundation reported a distributable amount of $65K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Swanson Family Foundation's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Kelly Anne Dillon
Co-Trustee
On filings since 2024
3 hrs/week
$6K (2024) → $6K (2025)
Charles L. Swanson Jr.
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Martha Swanson
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $6K, to Kelly Anne Dillon (Co-Trustee).
Frequently asked questions about The Swanson Family Foundation
How much does The Swanson Family Foundation give each year?
The Swanson Family Foundation gave $40K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $90K across 4 grants.
What is The Swanson Family Foundation's typical grant size?
The Swanson Family Foundation's median grant in 2025 was $10,000, and its average grant was $10,000, across 4 grants on its 2025 IRS Form 990-PF.
Where does The Swanson Family Foundation give grants?
The Swanson Family Foundation's top state is District of Columbia, with 25% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Maryland (25%) and Florida (25%).
Does The Swanson Family Foundation give general operating support?
Yes: 100% of The Swanson Family Foundation's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is The Swanson Family Foundation?
The Swanson Family Foundation reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $65K (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 The Swanson Family Foundation's EIN?
The Swanson Family Foundation's EIN (Employer Identification Number) is 84-6870367. IRS Form 990 filing data is available on this page for 2020–2025.
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 April 27, 2026)
- IRS filings on file for fiscal years 2020–2024
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