The Swensrud IV Foundation Inc
The Swensrud IV Foundation Inc is a private foundation focused on Arts, Culture & Humanities, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $160K in total assets. In 2025, it awarded 1 grant totaling $10K. Net investment income was $9K.
The Swensrud IV Foundation Inc at a glance
In short: The Swensrud IV Foundation Inc gave $10K across 1 grant in 2025 (avg $10K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $10,000
- +7.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $10,000
- +7.5% vs 2024
- Median grant
- $10,000
- Total assets
- $159,659
- -5.2% vs 2024
- Primary geography
- Texas (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 The Swensrud IV Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Defenders of Freedom ($10K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How The Swensrud IV Foundation Inc gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 100% 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 2021 to 2025, annual grant giving ranged from $9K (2024) to $12K (2021). In 2025 it made 1 grant totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Defenders of Freedom Coppell, TX | General Funding | $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 | $159,659 | $10,064 | $18,748 | $10,000 | 1 | $10,000 | $8,859 | $9,966 |
| 2024 | $168,333 | $10,308 | $12,502 | $9,300 | 1 | $9,300 | $9,465 | $9,270 |
| 2023 | $170,487 | $-1,498 | $14,489 | $10,000 | 1 | $10,000 | $3,239 | $8,698 |
| 2022 | $186,658 | $-28,207 | $14,266 | $10,000 | 1 | $10,000 | $1,544 | $10,269 |
| 2021 | $229,034 | $15,835 | $13,738 | $12,000 | 1 | $12,000 | $14,097 | $11,528 |
| 2020 | $226,944 | $226,983 | $31 | — | — | — | $1,952 | $871 |
Under IRS private-foundation payout rules, The Swensrud IV Foundation Inc reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Swensrud IV Foundation Inc is led by Laura G. Somogie, President since 2025 (on filings since 2020); none of the 11 officers listed in 2025 report compensation.
Officers on the 2025 filing
Laura G. Somogie
President
Vice President → President, 2025
On filings since 2020
0.5 hrs/week
No compensation reported
Amber Anthony
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Bianca E. Swegler
Director
President → Director, 2025
On filings since 2020
0.5 hrs/week
No compensation reported
Colin D. Somogie
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Drew R. Anthony
Director
On filings since 2020
0.5 hrs/week
No compensation reported
J. Blake Swegler
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Jessica A. Somogie
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Priscilla D. Somogie
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Sarah E. Somogie
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Graham W. Anthony
Treasurer
On filings since 2020
0.5 hrs/week
No compensation reported
Hannah R. Somogie
Clerk
On filings since 2020
0.5 hrs/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.
Frequently asked questions about The Swensrud IV Foundation Inc
How much does The Swensrud IV Foundation Inc give each year?
The Swensrud IV Foundation Inc gave $10K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 1 grant.
How large is The Swensrud IV Foundation Inc?
The Swensrud IV Foundation Inc reported $160K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $10K (roughly 5% of its investment assets).
What is The Swensrud IV Foundation Inc?
The Swensrud IV Foundation Inc is a private foundation focused on Arts, Culture & Humanities, based in Boston, MA. It holds $160K in total assets as of 2025.
Where does The Swensrud IV Foundation Inc operate?
The Swensrud IV Foundation Inc has awarded grants in Pennsylvania, South Carolina, Texas.
What is The Swensrud IV Foundation Inc's EIN?
The Swensrud IV Foundation Inc's EIN (Employer Identification Number) is 85-0831309. 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 August 14, 2026)
- IRS filings on file for fiscal years 2020–2024
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