AUMdb

Duane R And Carolyn A Swanson Family Foundation Inc

EIN 874145801 · 501(c)(3) · Private foundation · Fort Myers, FL · recognized 2022

Assets
$595K
Revenue
$37.6K
Expenses
$203K
Investment income
$35.0K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Carolyn A Swanson Director $0 $0
Duane R Swanson Ii President-director $0 $0
Mark W Swanson Vice president - director $0 $0
Shelley Swanson Botyos Director $0 $0
Emily Nichols Director $0 $0
Steven R Whitley Sec/treas- director $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $595K $37.6K $203K 990 990PF · obj 202503219349105730 IRS ↗
12/31/2023 $718K $29.3K $323K 990 990PF · obj 202521209349101237 IRS ↗