Swenson Family Foundation

990PF • Fiscal year 2013 • EIN 06-1442402

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 30, 2014

Organization Profile

1128 Campus Drive WestCranbury, NJ 07751

(732) 372-0202

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • NTEE T • $1M-$5M nonprofits • Source year 2013

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • NTEE T • $1M-$5M nonprofits • Source year 2013

44%

Higher net margin than 69% of similar nonprofits.

2013 filings • NTEE T • $1M-$5M nonprofits • Source year 2013

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • NTEE T • $1M-$5M nonprofits • Source year 2013

5.1%

Faster asset growth than 61% of similar nonprofits.

2013 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2012 to 2013

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet

Liabilities / Assets74th percentile

Assets

$2,062,541

Up $100,918 (+5.1%) from 2012

Net Assets

$2,062,541

Up $100,918 (+5.1%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue75th percentile Net Margin69th percentile

Revenue

$231,445

No earlier filing loaded for comparison.

Expenses

Down

$129,936

Down $8,058 (-5.8%) from 2012

Net Income

$101,509

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$2,062,541

Liabilities$0

Net Assets$2,062,541

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$231,445

Expenses$129,936

Net Income$101,509

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Apr 30, 2014
Return Version: 2013v3.1

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
GARY L SWENSON	Trustee	-	$0	-	-
JANNETTE E SWENSON	Trustee	-	$0	-	-

Filing and Contact Details

Filer

EIN: 06-1442402
Phone: 7323720202

Signing Officer

Name: Gary Swenson
Title: President
Phone: 7323720202
Signed: 2014-04-30
Discuss with paid preparer: Yes

Preparer

Preparer: Gerard a Dimino
Phone: 7323720202

Raw XML Appendix342 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
AccountingFeesSchedule/AccountingFeesDetail/Amt	0	3500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	3500
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	GARY L SWENSON
CompensationExplanation/CompensationExplanationGrp/PersonNm	1	JANNETTE E SWENSON
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	SEE ATTACHED SCHEDULE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	1926236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	1972416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	SEE ATTACHED SCHEDULE
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	20239
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	73967
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	346
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	94552
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	94552
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	3500
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	101509
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	403835
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	346
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	73967
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	95576
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	11516
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	11516
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	160
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	9160
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	129936
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	231445
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	135
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	24311
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	2001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	26990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	286678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	839
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	3421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	839
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	3421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	THROUGH STATE STREET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	THROUGH STATE STREET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	THROUGH STATE STREET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2013-12-31
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2013-12-31
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	839
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	4058
IRS990PF/FMVAssetsEOYAmt	0	2108721
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	1335424
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	53976
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	11933
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	1972416
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	626199
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	727117
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	20843
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	1961623
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	2108721
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	2062541
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	138441
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	31012
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	101824
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	2036481
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	2067493
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	GARY L SWENSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	JANNETTE E SWENSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	GREENWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	GREENWICH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	0	06830
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	1	06830
IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	135901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.059646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.059049
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	105760
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	GARY L SWENSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	GREENWICH
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	06830
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7323720202
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	105625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	1128 CAMPUS DRIVE WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2	0	1128 CAMPUS DRIVE WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	MORGANVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	07751
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	105625
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	99912
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	99912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	25320
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	1988
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	21427
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	31541
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	30479
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	30479
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	86124
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	5848
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	25320
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	1988
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	21427
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	31541
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	105760
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	5848
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	116603
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	110755
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	KIMBERLY SWENSON
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	1	GARY SWENSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	1128 CAMPUS DRIVE WEST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	1	1128 CAMPUS DRIVE WEST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	MORGANVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	1	MORGANVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	1	NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	07751
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	1	07751
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	36893
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	100000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	1	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	2	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	9720
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	1	2230
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	2	17454
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	PPG INDUSTRIES
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	1	DELUXE CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	2	HOME DEPOT
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2013-08-02
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	1	2013-08-02
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	2	2013-01-24
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherDecreasesSchedule/OtherDecreasesDetail/Amount	0	591
OtherDecreasesSchedule/OtherDecreasesDetail/Description	0	TIMING DIFFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	PUBLICATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	135
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	798
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	10718
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	CUSTODY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	798
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	10718
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	0	KIM SWENSON
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	1	GARY SWENSON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1	0	1128 CAMPUS DRIVE WEST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1	1	1128 CAMPUS DRIVE WEST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine2	0	1128 CAMPUS DRIVE WEST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine2	1	1128 CAMPUS DRIVE WEST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City	0	MORGANVILLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City	1	MORGANVILLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State	0	NJ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State	1	NJ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode	0	07751
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode	1	07751
TaxesSchedule/TaxesDetail/Amt	0	160
TaxesSchedule/TaxesDetail/Amt	1	9000
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	160
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	GARY SWENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7323720202
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	SWENSON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	SWEN
ReturnHeader/Filer/EIN	0	061442402
ReturnHeader/Filer/PhoneNum	0	7323720202
ReturnHeader/Filer/USAddress/AddressLine1	0	1128 CAMPUS DRIVE WEST
ReturnHeader/Filer/USAddress/City	0	MORGANVILLE
ReturnHeader/Filer/USAddress/State	0	NJ
ReturnHeader/Filer/USAddress/ZIPCode	0	07751
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	THE LEO GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1128 CAMPUS DRIVE WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	MORGANVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	07751
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7323720202
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	GERARD A DIMINO
ReturnHeader/ReturnTs	0	2014-05-14T06:43:54-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,062,541
Liabilities: $0
Net assets: $2,062,541
Revenue: $231,445
Expenses: $129,936
Net income: $101,509

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.	$2.11	$0.00		$0.15	$0.18	$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.15	$0.00	$2.15	$0.31	$0.19	$0.12
2021Detailed filing. Detailed filing data is available for this year.	$2.02	$0.00		$0.15	$0.18	$0.03
2020Detailed filing. Detailed filing data is available for this year.	$2.06	$0.00		$0.15	$0.16	$0.01
2019Detailed filing. Detailed filing data is available for this year.	$2.07	$0.00		$0.10	$0.15	$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.11	$0.00	$2.11	$0.13	$0.12	$0.01
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$2.13	$0.00	$2.13	$0.08	$0.10	$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.16	$0.00	$2.16	$0.18	$0.10	$0.08
2014Detailed filing. Detailed filing data is available for this year.	$2.07	$0.00	$2.07	$0.14	$0.13	$0.01
2013Detailed filing. Detailed filing data is available for this year.	$2.06	$0.00	$2.06	$0.23	$0.13	$0.10
2012Detailed filing. Detailed filing data is available for this year.	$1.96	$0.00	$1.96		$0.14
2011Summary only. Only limited summary data is available for this year.	$1.60	$0.00		$0.16	$0.24	$0.08