Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 62-6039681

CARL A AND THERESA K SWAFFORD FOUNDATION INC

Tax-exempt · MURFREESBORO, TN 37129

Financials

$171K$168K2022$189K$193K2023$394K$166K2024
Revenue Expenses · by fiscal year end
Financials of CARL A AND THERESA K SWAFFORD FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$393,505$165,831$227,674$2,944,521$0$2,944,521
October 31, 2024990-PF$189,347$193,314-$3,967$2,720,277$0$2,720,277
October 31, 2023990-PF$170,892$168,192$2,700$2,758,441$0$2,758,441
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$238,798
Net gain from sales of assets
$154,707

Expenses

Grants and similar amounts paid
$148,855
Compensation of officers, directors and key employees
$6,240
Disbursements for charitable purposes
$148,855
Excise tax on investment income
$5,288

Balance sheet and other

Total assets, start of year
$2,720,277
Total assets, end of year
$2,944,521
Total liabilities, end of year
$0
Net assets, end of year
$2,944,521
Fair market value of assets
$2,688,914
Qualifying distributions
$148,855
Net investment income
$393,505

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
CARL A SWAFFORD III
2809 BERTRAM COURT, MURFREESBORO, TN 37129
VICE PRESIDENT5$6,240
CARL A SWAFFORD Jr
2809 BERTRAM COURT, MURFREESBORO, TN 37129
PRESIDENT10$0
JULIA ANN MARCH
2809 BERTRAM COURT, MURFREESBORO, TN 37129
VICE PRESIDENT1$0
990-PF for the year ended October 31, 2024: 3 people
NameTitleHours / weekCompensation
CARL A SWAFFORD III
2809 BERTRAM COURT, MURFREESBORO, TN 37129
VICE PRESIDENT5$6,240
CARL A SWAFFORD JR
2809 BERTRAM COURT, MURFREESBORO, TN 37129
PRESIDENT10$0
JULIA ANN SWAFFORD
2809 BERTRAM COURT, MURFREESBORO, TN 37129
VICE PRESIDENT1$0
990-PF for the year ended October 31, 2023: 3 people
NameTitleHours / weekCompensation
CARL A SWAFFORD III
2809 BERTRAM COURT, MURFREESBORO, TN 37129
VICE PRESIDENT5$5,720
CARL A SWAFFORD JR
2809 BERTRAM COURT, MURFREESBORO, TN 37129
PRESIDENT10$0
JULIA ANN SWAFFORD
2809 BERTRAM COURT, MURFREESBORO, TN 37129
VICE PRESIDENT1$0

Address and contacts

Address (IRS master file)
2809 BERTRAM CT, MURFREESBORO, TN 37129-3793
In care of
% CARL A SWAFFORD JR
Signed the 990-PF
CARL A SWAFFORD JR, PRESIDENT
Phone
(615) 849-6410
Return prepared by
Jaques CPA PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
62-6039681
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1962
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$2,944,521
Income (IRS master file)
$1,707,771

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$393,505$165,831$2,944,521XML
990-TOctober 2025–––IRS
990-PFOctober 2024$189,347$193,314$2,720,277XML
990-TOctober 2024–––IRS
990-PFOctober 2023$170,892$168,192$2,758,441XML
990-PFOctober 2022–––IRS
990-TOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-TOctober 2021–––IRS
990-PFOctober 2020–––IRS
990-PFOctober 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 62-6039681).

Questions about CARL A AND THERESA K SWAFFORD FOUNDATION INC

What is the EIN of CARL A AND THERESA K SWAFFORD FOUNDATION INC?
The employer identification number (EIN) of CARL A AND THERESA K SWAFFORD FOUNDATION INC is 62-6039681.
Is CARL A AND THERESA K SWAFFORD FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
Are donations to CARL A AND THERESA K SWAFFORD FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CARL A AND THERESA K SWAFFORD FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of CARL A AND THERESA K SWAFFORD FOUNDATION INC due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CARL A AND THERESA K SWAFFORD FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of CARL A AND THERESA K SWAFFORD FOUNDATION INC?
The 990-PF for the year ended October 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $6,240 (CARL A SWAFFORD III, VICE PRESIDENT).
How much revenue does CARL A AND THERESA K SWAFFORD FOUNDATION INC have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $393,505, expenses of $165,831 and total assets of $2,944,521 at year end.

Other nonprofits in MURFREESBORO

All nonprofits in MURFREESBORO · Tennessee