Civic Intelligence

Swenson Family Foundation

EIN 99-0459316 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

$43,418,797

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$43,418,797

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue15th percentileNet Margin98th percentile

Revenue

$44,364,235

No earlier filing loaded for comparison.

Expenses

$945,438

No earlier filing loaded for comparison.

Net Income

$43,418,797

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2024: $43,418,797Liabilities 2024: $0Net Assets 2024: $43,418,7972024

Highlighted filing

2024

Assets$43,418,797
Liabilities$0
Net Assets$43,418,797
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0Revenue 2024: $44,364,235Expenses 2024: $945,438Net Income 2024: $43,418,7972024

Highlighted filing

2024

Revenue$44,364,235
Expenses$945,438
Net Income$43,418,797
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,418,797
Liabilities
$0
Net assets
$43,418,797
Revenue
$44,364,235
Expenses
$945,438
Net income
$43,418,797
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.4$0.00$43.4$44.4$0.95$43.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 2, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher SwensonSec, Treas, Director-$0--
Peter SwensonPres, Director-$0--
Filing and Contact Details

Filer

Filer Name
Swenson Family Foundation
EIN
99-0459316
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Christopher Swenson
Title
Treasurer
Phone
8008391754
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix300 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.

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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4797393
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt543387
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Inc/Loss MAKENA CAPITAL ASSOCIATES (U.S.), L.
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1 Inc/Loss TOWNSEND DIVERSIFIED REAL ESTATE FUN
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Management fee rebate
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0933622
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt131534
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt211713
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01189916
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1350
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt211713
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Bonnie Sue Swenson SVs Trust dtd 8
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1Swenson Bonnie
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0c/o Peter Swenson 1595 Creek Dr
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt11532 Curtiss Ave
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0San Jose
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1San Jose
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd095125
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd195125
TaxesSchedule/TaxesDetail/Amt037700
TaxesSchedule/TaxesDetail/Amt1366
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2024
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0366
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER SWENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Swenson Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SWEN
ReturnHeader/Filer/EIN0990459316
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02025-11-17T10:28:33-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-02
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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