BETA

SWENSON FAM FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SWENSON FAM FOUNDATION (EIN 06-1442402)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-28
IRS object ID
202601189349100910
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-28T10:08:24-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061667465PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRAGER METIS CPAS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 INTERCHANGE PLAZA SUITE 301AddressLine1Txt
CityCRANBURYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08512ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061442402EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SWENSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSWENBusinessNameControlTxt
Phone7326171100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 INTERCHANGE PLAZA 301AddressLine1Txt
CityCRANBURYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08512ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY L SWENSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7323720191PhoneNum
Signature2026-04-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGERARD DIMINOPreparerPersonNm
PTINP00916630PTIN
Phone7326171100PhoneNum
Preparation2026-04-23PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,492,592FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$600,393ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$12InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$33,129DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,129DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$209,402NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$641,575GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$209,402CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$452OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$130OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$843,388TotalRevAndExpnssAmt
Total Net Invst Incm$242,673TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$12,918OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$12,918OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,875AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,875AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$18,678OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,678OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$44TaxesRevAndExpnssAmt
Taxes Net Invst Incm$44TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Printing And Pub Rev And Expnss$15PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$15PrintingAndPubDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$36,530TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$36,515TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$186,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$186,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$222,530TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$36,515TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$186,015TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$620,858ExcessRevenueOverExpensesAmt
Net Investment Income$206,158NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$46,293CashBOYAmt
Cash EOY$140,305CashEOYAmt
Cash EOYFMV$140,305CashEOYFMVAmt
Sav And Temp Cash Invst BOY$74,297SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$476,549SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$476,549SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,862,723CorporateStockBOYAmt
Corporate Stock EOY$1,987,317CorporateStockEOYAmt
Corporate Stock EOYFMV$3,875,738CorporateStockEOYFMVAmt
Total Assets BOY$1,983,313TotalAssetsBOYAmt
Total Assets EOY$2,604,171TotalAssetsEOYAmt
Total Assets EOYFMV$4,492,592TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,335,424CapitalStockBOYAmt
Capital Stock EOY$1,335,424CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$647,889RetainedEarningBOYAmt
Retained Earning EOY$1,268,747RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,983,313TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,604,171TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,983,313TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,604,171TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,983,313TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$620,858ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,604,171SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,604,171TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
FNZ TRUST CO2025-01-022025-12-31$70,352$80,041-$9,689-$9,689
FNZ TRUST CO2010-01-022025-12-31$570,657$352,132$218,525$218,525
CAPITAL GAINS DIVIDENDS$566$566$566P
FieldValueIRS element (for citing)
Capital Gain Net Income$209,402CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,866InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,866SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,866TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,794EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,794TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,072TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksKIM SWENSONIndividualWithBooksNm
Phone7326171100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1101 INTERCHANGE PLAZA STE 301AddressLine1Txt
CityCRANBURYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08512ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY L SWENSON
101 INTERCHANGE PLAZA STE 301CRANBURYNJ08512TRUSTEE1.00$0$0$0
JANNETTE E SWENSON
101 INTERCHANGE PLAZA STE 301CRANBURYNJ08512TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,369,323AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$304,450AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,673,773TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,673,773AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$55,107CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,618,666NetVlNoncharitableAssetsAmt
Minimum Investment Return$180,933MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$180,933MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,866TaxBasedOnInvestmentIncomeAmt
Total Tax$2,866TotalTaxAmt
Distributable Before Adj$178,067DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$178,067DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$178,067DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$186,015ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$186,015QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$178,067DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$8,698ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$29,160ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$37,858TotalExcessDistributionCyovAmt
Qualifying Distributions$186,015QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$178,067AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,948RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$45,806TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$45,806ExcessDistriCyovToNextYrAmt
Excess From Year2$8,698ExcessFromYear2Amt
Excess From Year1$29,160ExcessFromYear1Amt
Excess From Current Year$7,948ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIANCE DEFENDING FREEDOM
15100 N 90 STSCOTTSDALEAZ85260NONEPCGENERAL PURPOSE$2,000
AMERICAN ACCOUNTABILITY FOUNDATION
300 INDEPENDENCE AVEWASHINGTONDC20003NONEPCGENERAL PURPOSE$5,000
AMERICAN CENTER FOR LAW & JUSTICE
PO BOX 90555WASHINGTONDC20090NONEPCGENERAL PURPOSE$1,000
AMERICAN CORNERSTONE INSTITUTE
1 INNOVATION WAYWOODLAND PARKCO80863NONEPCGENERAL PURPOSE$1,000
AMERICAN FIRST LEGAL FOUNDATION
611 PENNSYLVANIA AVEWASHINGTONDC20001NONEPCGENERAL PURPOSE$3,000
CENTER FOR ARIZONA POLICY
N 44TH STREETPHOENIXAZ85018NONEPCGENERAL PURPOSE$3,000
CENTER FOR RENEWING AMERICA
1311 JAMES STREETHOLLANDMI49424NONEPCGENERAL PURPOSE$50,000
CHURCH AT THE CHIP
6823 E CAVE CREEK RDCAVE CREEKAZ85331NONEPCGENERAL PURPOSE$1,000
CONCERNED WOMEN FOR AMERICA
PO BOX 6115PUEBLOCO81908NONEPCGENERAL PURPOSE$2,000
CONSERVATIVE PARTNERSHIP INSTITUTE
300 INDEPENDENCE AVEWASHINGTONDC20003NONEPCGENERAL PURPOSE$35,000
CONVOY OF HOPE
1 CONVOY DRIVESPRINGFIELDMO65802NONEPCGENERAL PURPOSE$1,000
DESERT HILLS PRESBYTERIAN CHURCH
34605 N TOM DARLINGTON DRSCOTTSDALEAZ85266NONEPCGENERAL PURPOSE$1,000
DREAM CITY CHURCH
13613 N CAVE CREEKPHOENIXAZ85022NONEPCGENERAL PURPOSE$18,000
DUTCH SHEETS MINISTRY
1125 WEST JACKSON STPHOENIXAZ85007NONEPCGENERAL PURPOSE$1,000
ELIJAH STREAMS
934 N MAIN STROCKFORDIL61103NONEPCGENERAL PURPOSE$2,000
FAMILY INSTITUTE OF CONNECTICUT
PO BOX 260210HARTFORDCT06126NONEPCGENERAL PURPOSE$2,000
FAMILY RESEARCH COUNCIL
801 G ST NWWASHINGTONDC20001NONEPCGENERAL PURPOSE$1,000
FELLOWSHIP FOR CHRISTIAN ATHLETES
8701 LEEDS RDKANSAS CITYMO64129NONEPCGENERAL PURPOSE$1,000
FLASHPOINT ARMY
PO BOX 1NEWARKTX76071NONEPCGENERAL PURPOSE$2,000
FREEDOM CAUCUS FOUNDATION
800 N KING STREETWILMINGTONDE19801NONEPCGENERAL PURPOSE$10,000
HARVEST TIME ASSEMBLY OF GOD
1338 KING STGREENWHICHCT06831NONEPCGENERAL PURPOSE$3,000
HILLSDALE COLLEGE
PO BOX 96607WASHINGTONDC20090NONEPCGENERAL PURPOSE$2,000
HONOR HEALTH FDN
8125 N HAYDENSCOTTSDALEAZ85258NONEPCGENERAL PURPOSE$5,000
JUDICIAL WATCH
PO BOX 96234WASHINGTONDC20077NONEPCGENERAL PURPOSE$2,000
K COPELAND MINISTRIES
PO BOX 13206OVERLAND PARKKS66282NONEPCGENERAL PURPOSE$1,000
PATRICK HENRY COLLEGE
8001 BRADDOCK RDSPRINGFIELDVA22160NONEPCGENERAL PURPOSE$2,000
PHOENIX RESCUE MISSION
1540 W VAN BUREN STREETPHOENIXAZ85007NONEPCGENERAL PURPOSE$1,000
PRISON FELLOWSHIP MINISTRIES
44180 RIVERSIDE PKWYLANDSDOWNEVA20176NONEPCGENERAL PURPOSE$1,000
SAMARITAN TOUCH HOMELESS
7377 E DOUBLETREESCOTTSDALEAZ85258NONEPCGENERAL PURPOSE$2,000
ST GABRIEL SCHOOL
9935 JOHNNYCAKE RIDGEMENTOROH44060NONEPCGENERAL PURPOSE$500
STATE FREEDOM CAUCUS NETWORK FDTN
300 INDEPENDENCE AVE SEWASHINGTONDC20003NONEPCGENERAL PURPOSE$10,000
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC20002NONEPCGENERAL PURPOSE$3,500
THE LEADERSHIP INSTITUTE
1101 N HIGHLANDS STARLINGTONVA22201NONEPCGENERAL PURPOSE$2,500
THE SALVATION ARMY
515 SLATERS LANEALEXANDRIAVA22313NONEPCGENERAL PURPOSE$1,000
THE VOICE OF THE MARTYRS
PO BOX 443BARTLESVILLEOK80934NONEPCGENERAL PURPOSE$3,000
TURNING POINT USA
4940 EAST BEVERLY RDPHOENIXAZ85044NONEPCGENERAL PURPOSE$2,000
YOUNG AMERICA FOUNDATION
110 ELDEN STHERNDONVA20170NONEPCGENERAL PURPOSE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$186,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,129ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$452ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$209,402ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$242,995ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$242,995TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
GARY SWENSON
134385 N IRONWOOD RDSCOTTSDALEAZ85266$445,000Yes (X)
JANNETTE SWENSON
234385 N IRONWOOD RDSCOTTSDALEAZ85266$155,393Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,875Amt
Net Investment Income$4,875NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$1,987,317EOYBookValueAmt
EOYFMV$3,875,738EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FNZ TRUST CO - NON DIVIDEND DIST$322$0$322
SECURITIES LITIGATION PROCEEDS$130$130$130

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$18,678Amt
Net Investment Income$18,678NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN WITHHOLDING TAXESCategoryTxt
Amt$44Amt
Net Investment Income$44NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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