2025-07-21T14:05:35-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 843005663 Swanson Family Foundation % Foundation Source SWAN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Carl Swanson President 8008391754 2025-07-10 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 1724210 X 0 X 39655 39655 15198 15198 22364 200879 22364 77 77 77294 77294 0 8885 8885 7002 2 12499 5 12494 28386 8892 12494 35000 35000 63386 8892 47494 13908 68402 0 799346 794671 794671 693170 711753 929539 1492516 1506424 1724210 0 0 X 1492516 1506424 1492516 1506424 1492516 1506424 1492516 13908 1506424 1506424 Publicly-traded Securities 200879 178515 22364 22364 22364 951 951 951 800 0 200 1000 X 0 49 49 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Annette Swanson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas 1.0 0 0 0 Carl Swanson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 2.0 0 0 0 Karin A Swanson Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Kirsten M Swanson Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 902487 798339 0 1700826 0 1700826 25512 1675314 83766 83766 951 951 82815 82815 82815 47494 0 0 0 0 47494 82815 4973 3037 8010 47494 47494 0 8010 8010 27311 Annette Swanson Carl Swanson X ABOUT FACE 8327 S GARLAND CIR LITTLETON CO 80128 N/A PC General & Unrestricted 500 ALASKA PUBLIC MEDIA INC 3877 UNIVERSITY DR ANCHORAGE AK 99508 N/A PC General & Unrestricted 1000 AMERICAN NATIONAL RED CROSS 235 EAST 8TH AVE ANCHORAGE AK 99501 N/A PC Real Heroes Award - Youth Good Samaritan 7500 ANCHORAGE COMMUNITY MENTAL HEALTH SERVICES INC 4020 FOLKER ST ANCHORAGE AK 99508 N/A PC Seeds of Change 2500 ANCHORAGE YOUTH COURT 838 W 4TH AVE ANCHORAGE AK 99501 N/A PC General & Unrestricted 2500 ARC OF ANCHORAGE 2211 ARCA DR ANCHORAGE AK 99508 N/A PC General & Unrestricted 2000 BEANS CAFE INC 1020 E 4TH AVE ANCHORAGE AK 99501 N/A PC Children's Lunchbox 3500 COVENANT HOUSE ALASKA 755 A ST ANCHORAGE AK 99501 N/A PC Passage House Underwriters Club 2500 COVENANT HOUSE ALASKA 755 A ST ANCHORAGE AK 99501 N/A PC Adopt a Day - Dec. 18 3500 FOOD BANK OF ALASKA INC 2192 VIKING DR ANCHORAGE AK 99501 N/A PC General & Unrestricted 3500 KENAI RIVER SPORTFISHING ASSOCIATION INC 35093 KENAI SPUR HWY SOLDOTNA AK 99669 N/A PC Charitable Event 500 LEAVE THE FOB MINISTRY PO BOX 220026 ANCHORAGE AK 99522 N/A PC General & Unrestricted 2500 UPPER SUSITNA FOOD PANTRY PO BOX 277 TALKEETNA AK 99676 N/A PC Ram Shack 3000 35000 14 39655 14 15198 18 22364 CLASS ACTION LAWSUIT PROCEEDS 01 77 77294 77294 false false false false false false false false false false ABBOTT LABS 5815 5651 ABBVIE INC 6380 9369 ACCENTURE PLC 7420 9623 ACI WORLDWIDE INC 3851 5970 ADAPTHEALTH 3932 3208 ADOBE SYSTEMS, INC 2165 1641 AERCAP HOLDING N.V 2646 4255 AEROVIRONMENT, INC. 1551 1349 AIR LEASE CORP 3404 3953 AIRBNB 1676 1627 ALCON INC 1551 1876 ALEXANDER AND BALDWIN HOLDINGS 2879 2998 ALLISON TRANMISSION HOLDINGS 1979 4971 ALPHABET INC CL A 2906 3324 AMAZON COM 9582 15482 AMERCO NON VOTING ORD SHS SERI 3206 5252 AMEREN CORPORATION 2040 2388 AMERICAN ELECTRIC POWER INC 2288 2398 AMERICAN FUNDS EUROPACIFIC GRO 37568 35678 AMERIS BANCORP 1153 1514 AMN HEALTHCARE SERVICES INC 1379 815 AMPHENOL CORPORATION 1540 4028 ANALOG DEVICES INC 4285 6705 APPLE INC 6921 8942 APTAR GROUP INC 2923 3142 ARMSTRONG WORLD INDU 3287 4947 ASGN INC 2892 3084 ASML HOLDING NV NY REG SHS 2621 2659 ASSURED GUARANTY LTD 3104 5311 AT&T, INC 4381 6581 AUTOMATIC DATA PROCESSING INC 4562 6305 AVALONBAY CMNTYS INC 2107 2200 AVERY DENNISON CORP 1453 2058 AXCELIS TECHNOLOGIES INC 6879 4473 BADGER METER, INC 1603 2084 BALCHEM CORP 1518 1573 BALL CP 3918 2988 BANK NEW YORK MELLON CORP COM 3775 5697 BANK OF AMERICA CORP 6381 8746 BECTON DICKINSON & CO 2270 2050 BELLRING BRANDS, INC 532 1644 BLACKROCK INC 3439 5126 BOOT BARN HOLDINGS, INC 1021 1710 BOOZ ALLEN HAMILTON HOLDING CO 1202 1673 BOX INC 1586 1546 BRISTOL-MYERS SQUIBB CO 5328 5418 BROADCOM INC 1671 10580 BROWN FORMAN CORP CL B 1697 987 BRUKER CORPORATION 4051 3085 CALX NETWORKS INC. 1527 1450 CARTER'S INC 2052 1660 CBRE GROUP 2687 4070 CHEVRON CORP 6399 8181 CHUBB LIMITED 3752 6908 CHURCHILL DOWNS INC 3442 3837 CINCINNATI FINANCIAL CORP 1362 2744 CISCO SYSTEMS INC 6797 8643 CME GROUP, INC 4583 5398 CMS ENERGY CP 1375 1533 COHEN & STEERS INC 1335 1624 COMCAST CORP 8717 7769 COMMVAULT SYSTEMS, INC 1446 1992 CONOCOPHILLIPS 1777 2507 COPART INC 1387 3547 CRANE NXT ORD SHS 1250 1214 CRITEO SA 1497 1370 CROWN CASTLE INTL 3011 2578 CSW INDUSTRIALS INC 1527 2266 CSX CORP 2185 2139 CUMMINS INC 1695 2495 DOLLAR TREE INC 3272 2506 DTE ENERGY CO COM 814 1208 E.L.F. BEAUTY, INC. 2070 1240 EATON CORP PLC 2251 3289 EBAY INC 2001 2301 ELEMENT SOLUTIONS INC 1441 1957 ELI LILLY & CO 2018 2514 ENCOMPASS HEALTH CORPORATION 1841 3232 ENPRO INDUSTRIES INC 1433 1602 ENTEGRIS INC 2442 4260 ENTERGY CORP 3153 4298 EOG RESOURCES INC 2178 4386 EQUINIX, INC 2613 3160 EURONET WORLDWIDE INC 3383 3611 EXXON MOBIL CORP 6668 9162 FIDELITY NATIONAL INFORMATION 2814 4045 FIRST AMERICAN CORP 3036 3654 FIRST CITIZENS BANCSHARES INC 1724 7038 FIRST HAWAIIAN INC 2214 3036 FORMFACTOR INC. 731 1077 FRONTDOOR INC 4278 6560 FTI CONSULTING INC 1075 996 GENERAL MILLS INC 3517 3357 GENTEX CORPORATION 1688 1724 GENUINE PARTS COMPANY 2338 1692 GMS INC 965 2799 GRAINGER W W INC 2648 3507 GRAND CANYON EDUCATION, INC 1788 3516 GXO LOGISTICS 1651 1582 HILLMAN SOLUTIONS ORD SHS 4169 4071 HOME DEPOT INC 6450 9804 HONEYWELL INTL 8816 10663 ICON PLC - AMERICAN DEPOSITARY 706 687 ILLINOIS TOOL WORKS 4193 4282 INSPERITY INC 3890 4801 INTEGER HOLDINGS CORP 1867 2132 INTERCONTINENTAL EXCHANGE, INC 748 980 INTERDIGITAL COMMUNICATIONS CO 3943 5482 INTERNATIONAL BANCSHARES CORPO 1816 2905 INTERNATIONAL BUSINESS MACHINE 4076 6926 INTUIT 2746 2941 INTUITIVE SURGICAL 1945 3386 JOHNSON & JOHNSON 9996 10094 JP MORGAN CHASE 10019 18177 KEYSIGHT TECHNOLOGIES INC 2949 2969 KLA TENCOR CORP 1057 3551 KNIFE RIVER HOLDING COMPANY 1410 1804 LAM RESEARCH CORP 2909 3523 LAMB WESTON HOLDINGS INC 2260 2406 LANTHEUS HOLDINGS INC 3483 6034 LEMAITRE VASCULAR, INC 1597 2148 LENNOX INTL INC 1378 3887 LIGAND PHARMACEUTICALS INC 1594 2105 LINDE PLC COM 3239 4845 LOCKHEED MARTIN CORP 2943 3888 M&T BANK CORP 3196 3788 MARSH AND MCLENNAN COMPANIES I 6803 10079 MAXIMUS INC 2291 2410 MCDONALD'S CORP 5489 7052 MEDTRONIC PLC 3823 3355 MERCK & CO INC 3958 4564 MERIT MEDICAL SYSTEMS, INC. 1342 1719 META PLATFORMS INC 5636 9951 MICROSOFT CORP 17731 26184 MODINE MFG CO 808 2004 MOELIS AND COMPANY 1813 3990 MONDELEZ INTERNATIONAL INC 4750 4641 MONSTER BEVERAGE CORP 2419 2293 MOOG INC CL A 1335 1722 MORGAN STANLEY 4922 6286 MOTOROLA MOBILITY HOLDINGS INC 3619 4094 NETFLIX INC 3304 6341 NEW MARKET CORP 2162 2467 NEXTERA ENERGY, INC 1600 1970 NORTHROP GRUMMAN CORP 3911 5087 NOVA MEASURING INSTRUMENTS LTD 1340 1422 NOVO NORDISK A S 594 580 NVIDIA CORP 5697 15578 OCEANEERING INTL INC 1346 1360 OLD DOMINION FREIGHT LINE 874 2068 OLLIES BARGAIN OUTLET HOLDINGS 1406 2065 OTIS WORLDWIDE CORP 2675 3704 PACKAGING CORP AMER 1663 2726 PALO ALTO NETWORKS INC 2429 3697 PAR TECHNOLOGY CORP 1563 3157 PARKER HANNIFIN CP 2641 7260 PAYPAL HOLDINGS, INC 2276 3162 PEPSICO INC 2599 2826 PJT PARTNERS INC 1180 1727 PNC FINANCIAL GROUP INC 3768 5448 POOL CORP 2764 3018 POST HOLDINGS INC 2269 3777 POWER INTEGRATIONS, INC 1271 1016 PPG INDUSTRIES INC 3157 2628 PRESTIGE BRAND HLGS 1523 1647 PRIMORIS SERVICES CORP 1433 1378 PROCTER GAMBLE CO 6856 8947 PROLOGIS 2115 1857 PUBLIC STORAGE INC 1704 1798 PUBLIC SVC ENTERPRISE GROUP IN 1794 2263 QUALCOMM INC 2147 1943 RAMBUS, INC 1328 1216 RYMAN HOSPITALITY PROPERTIES 858 2338 S&P GLOBAL INC COM 2381 2937 SALESFORCE.COM 3219 4679 SHERWIN-WILLIAMS CO 2113 2678 SILICON MOTION TECHNOLOGY CORP 3664 3486 SKYLINE CHAMPION CORP 1603 1674 SKYWORKS SOLUTIONS, INC 3322 2838 SM ENERGY COMPANY 1259 1084 SOUTHERN CO 3758 4492 SPROUTS FARMERS MARKET INC 1874 3769 STARBUCKS CORP COM 884 862 STERIS PLC 3048 3700 STERLING CONSTRUCTION COMPANY 1108 1692 STRIDE ORD SHS 1246 1583 STRYKER CORPORATION 2144 2668 TAIWAN SEMICONDUCTOR MFG CO LT 2683 3283 TARGET CORPORATION 2192 2265 TEMPUR PEDIC INTERNATIONAL INC 3076 3502 TESLA MOTORS INC 1982 3294 TEXAS INSTRUMENTS INC 2222 3188 THE BLACKSTONE GROUP INC CL A 981 2215 THE COCA-COLA CO 4966 5408 THERMO FISHER SCIENTIFIC INC 2879 3190 THOR INDS INC 1888 2297 TJX COMPANIES INC 3470 4311 TRANE TECHNOLOGIES PLC 1546 4778 TRINET GROUP, INC 1059 1302 UBER 1016 2214 UFP TECHNOLOGIES INC 1257 1426 UNIFIRST CP 3062 2395 UNION PACIFIC 6921 7849 UNITEDHEALTH GROUP INC 15142 15161 VALERO ENERGY CORP 3088 4027 VALVOLINE INC 1343 1118 VERICEL ORD SHS 1474 1699 VIRTUS KAR INTERNATIONAL SMALL 19210 19915 VISA INC 10608 13653 VULCAN MATERIALS CO 1813 3361 WAL-MART STORES INC 6182 12211 WALT DISNEY HOLDINGS CO 4725 4734 WASTE MANAGEMENT INC 2707 4244 WATERS CORP 2333 3007 WEC ENERGY GROUP, INC 2104 2257 WELLS FARGO & CO 5039 7586 WHITE MTN INS LTD 2192 3890 WINTRUST FINANCIAL CORPORATION 1894 4143 WORKDAY INC 2852 2966 YETI HOLDINGS, INC. 1247 1228 ZOETIS INC 2430 2268 Administrative Fees 12469 12469 Bank Charges 5 5 State or Local Filing Fees 25 25 Class Action Lawsuit Proceeds 77 77 Investment Management Services 8885 8885 990-PF Estimated Tax for 2024 800 990-PF Extension for 2023 6200 Foreign Tax Paid 2 2