Nonprofit · EIN 87-4145801
DUANE R AND CAROLYN A SWANSON FAMILY FOUNDATION INC
Tax-exempt · FORT MYERS, FL 33908
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $85,531 | $228,575 | -$143,044 | $247,344 | $0 | $247,344 |
| December 31, 2024 | 990-PF | $37,562 | $202,566 | -$165,004 | $389,839 | $0 | $389,839 |
| December 31, 2023 | 990-PF | $29,267 | $322,727 | -$293,460 | $570,898 | $0 | $570,898 |
| December 31, 2022 | 990-PF | $656,264 | $341,426 | $314,838 | $863,176 | $0 | $863,176 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $12,377
- Net gain from sales of assets
- $73,146
- Other income
- $8
Expenses
- Grants and similar amounts paid
- $225,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $226,930
- Excise tax on investment income
- $1,166
Balance sheet and other
- Total assets, start of year
- $389,839
- Total assets, end of year
- $247,344
- Total liabilities, end of year
- $0
- Net assets, end of year
- $247,344
- Fair market value of assets
- $431,172
- Qualifying distributions
- $226,930
- Net investment income
- $85,531
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN A SWANSON 4810 LAUREL LANE, FORT MYERS, FL 33908 | DIRECTOR | 0 | $0 |
| DUANE R SWANSON II 4806 LAUREL LANE, FORT MYERS, FL 33908 | PRESIDENT-DIRECTOR | 0 | $0 |
| MARK W SWANSON 5911 W RIVERSIDE DR, FORT MYERS, FL 33919 | VICE PRESIDENT - DIRECTOR | 0 | $0 |
| SHELLEY SWANSON-BOTYOS 1384 LANDMARK DR, FORT MYERS, FL 33919 | DIRECTOR | 0 | $0 |
| EMILY NICHOLS 15461 CATALPA COVE LANE, FORT MYERS, FL 33908 | DIRECTOR | 0 | $0 |
| STEVEN R WHITLEY 15880 SUMMERLIN RD 300, FORT MYERS, FL 33908 | SEC/TREAS- DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN A SWANSON 4810 LAUREL LANE, FORT MYERS, FL 33908 | DIRECTOR | 0 | $0 |
| DUANE R SWANSON II 4806 LAUREL LANE, FORT MYERS, FL 33908 | PRESIDENT-DIRECTOR | 0 | $0 |
| MARK W SWANSON 5911 W RIVERSIDE DR, FORT MYERS, FL 33919 | VICE PRESIDENT - DIRECTOR | 0 | $0 |
| SHELLEY SWANSON-BOTYOS 1384 LANDMARK DR, FORT MYERS, FL 33919 | DIRECTOR | 0 | $0 |
| EMILY NICHOLS 15461 CATALPA COVE LANE, FORT MYERS, FL 33908 | DIRECTOR | 0 | $0 |
| STEVEN R WHITLEY 15880 SUMMERLIN RD 300, FORT MYERS, FL 33908 | SEC/TREAS- DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN A SWANSON 4810 LAUREL LANE, FORT MYERS, FL 33908 | DIRECTOR | 0 | $0 |
| DUANE R SWANSON II 4806 LAUREL LANE, FORT MYERS, FL 33908 | PRESIDENT-DIRECTOR | 0 | $0 |
| MARK W SWANSON 5911 W RIVERSIDE DR, FORT MYERS, FL 33919 | VICE PRESIDENT - DIRECTOR | 0 | $0 |
| SHELLEY SWANSON-BOTYOS 1384 LANDMARK DR, FORT MYERS, FL 33919 | DIRECTOR | 0 | $0 |
| EMILY NICHOLS 15461 CATALPA COVE LANE, FORT MYERS, FL 33908 | DIRECTOR | 0 | $0 |
| STEVEN R WHITLEY 15880 SUMMERLIN RD 300, FORT MYERS, FL 33908 | SEC/TREAS- DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2022: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN A SWANSON 4810 LAUREL LANE, FORT MYERS, FL 33908 | DIRECTOR | 0 | $0 |
| DUANE R SWANSON II 4806 LAUREL LANE, FORT MYERS, FL 33908 | PRESIDENT-DIRECTOR | 0 | $0 |
| MARK W SWANSON 5911 W RIVERSIDE DR, FORT MYERS, FL 33919 | VICE PRESIDENT - DIRECTOR | 0 | $0 |
| SHELLEY SWANSON-BOTYOS 1384 LANDMARK DR, FORT MYERS, FL 33919 | DIRECTOR | 0 | $0 |
| EMILY NICHOLS 15461 CATALPA COVE LANE, FORT MYERS, FL 33908 | DIRECTOR | 0 | $0 |
| STEVEN R WHITLEY 5249 SUMMERLIN COMMONS BLVD STE 100, FORT MYERS, FL 33907 | SEC/TREAS- DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 15880 SUMMERLIN RD STE 300 PMB 312, FORT MYERS, FL 33908-9613
- In care of
- % STEVEN R WHITLEY
- Signed the 990-PF
- STEVEN R WHITLEY, SEC/TREAS
- Phone
- (239) 334-9191
- Return prepared by
- WILTSHIRE WHITLEY RICHARDSON ENGLISH PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 87-4145801
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $247,344
- Income (IRS master file)
- $223,391
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $85,531 | $228,575 | $247,344 | XML |
| 990-PF | December 2024 | $37,562 | $202,566 | $389,839 | XML |
| 990-PF | December 2023 | $29,267 | $322,727 | $570,898 | IRS |
| 990-PF | December 2022 | $656,264 | $341,426 | $863,176 | XML |
| 990-PF | December 2021 | – | – | – | 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 87-4145801).
Questions about DUANE R AND CAROLYN A SWANSON FAMILY FOUNDATION INC
- What is the EIN of DUANE R AND CAROLYN A SWANSON FAMILY FOUNDATION INC?
- The employer identification number (EIN) of DUANE R AND CAROLYN A SWANSON FAMILY FOUNDATION INC is 87-4145801.
- Is DUANE R AND CAROLYN A SWANSON FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to DUANE R AND CAROLYN A SWANSON FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DUANE R AND CAROLYN A SWANSON FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DUANE R AND CAROLYN A SWANSON FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DUANE R AND CAROLYN A SWANSON FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of DUANE R AND CAROLYN A SWANSON FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does DUANE R AND CAROLYN A SWANSON FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $85,531, expenses of $228,575 and total assets of $247,344 at year end.
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