Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES
Number and street (or P.O. box number if mail is not delivered to street address)3900 EDISON LAKES PARKWAY 201
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MISHAWAKA, IN46545
A Employer identification number

30-6072980
B Telephone number (see instructions)

(574) 247-3248
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,513,651J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,037,233
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 114,866 114,866  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 116,696
b Gross sales price for all assets on line 6a 2,787,608
7 Capital gain net income (from Part IV, line 2)... 558,878
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
77,590 0 77,590
12 Total. Add lines 1 through 11........ 2,346,385 673,744 77,590
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 143,551 0 0 143,551
14 Other employee salaries and wages...... 62,307 0 0 62,307
15 Pension plans, employee benefits....... 17,168 0 0 17,168
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,878 3,439 0 3,439
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
34,587 28,689 0 5,898
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
99,647 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
281,025 0 227,652 53,373
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 645,163 32,128 227,652 285,736
25 Contributions, gifts, grants paid....... 242,821 242,821
26 Total expenses and disbursements. Add lines 24 and 25 887,984 32,128 227,652 528,557
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,458,401
b Net investment income (if negative, enter -0-) 641,616
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 334 1,467 1,467
2 Savings and temporary cash investments......... 322,311 148,794 148,794
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use.............. 12,180 12,180 12,180
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,396,805 Click to see attachment
List of Attached Documents:
// Content
4,957,955 		5,351,210
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,731,630 5,120,396 5,513,651
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,731,630 5,120,396
29 Total net assets or fund balances (see instructions)..... 3,731,630 5,120,396
30 Total liabilities and net assets/fund balances (see instructions). 3,731,630 5,120,396
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,731,630
2
Enter amount from Part I, line 27a .....................
2
1,458,401
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,190,031
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
69,635
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,120,396
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES D    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,247,509   2,227,394 20,115
b 540,099   1,336 538,763
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       20,115
b       538,763
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 558,878
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 0
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 8,918
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 8,918
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,918
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 255
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 11,145
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 500
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,982
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,982 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowHTTPS://WWW.JWASFOUNDATION.ORG/
14
The books are in care ofright arrowKRISTIN SWANK Telephone no.right arrow (574) 247-3248

Located atright arrow3900 EDISON LAKES PARKWAY STE 201MISHAWAKAIN ZIP+4right arrow46545
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JEANIE SHUCK EXECUTIVE DIRECTOR
40.00 		143,551 0 0
3900 EDISON LAKES PARKWAY SUITE 201
MISHAWAKA,IN46545
LARRY A SWANK TRUSTEE
10.00 		0 0 0
3900 EDISON LAKES PARKWAY SUITE 201
MISHAWAKA,IN46545
SHERRY LT SWANK TRUSTEE
10.00 		0 0 0
3900 EDISON LAKES PARKWAY SUITE 201
MISHAWAKA,IN46545
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 THE FOUNDATION CURRENTLY SUPPORTS 20 JAXSON SCHOLARS, WHICH INCLUDES FUNDING THEIR EDUCATION FROM PRIMARY THROUGH SECONDARY SCHOOL AND AN ANNUAL PROGRAMMING CUSTOMIZED TOWARDS CHARACTER AND LEADERSHIP DEVELOPMENT. THE FOUNDATION PROVIDES EXPERIENCES TO CULTIVATE SELF-CONFIDENCE AND ENCOURAGES ALL JAXSON SCHOLARS AND THEIR FAMILIES TO GIVE BACK THROUGH SERVICE AND BECOME FORCES OF GOOD IN THE COMMUNITY. SOME OF THE ACTIVITIES A JAXSON SCHOLAR PARTICIPATES IN THROUGHOUT THE YEAR ARE LEADERSHIP DAY CAMPS, SERVICE DAYS, SELF-DEFENSE CLASSES AND ETIQUETTE DINNERS, AMONG OTHERS. 35,458
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
5,043,138
b
Average of monthly cash balances.......................
1b
232,966
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,276,104
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,276,104
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
79,142
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,196,962
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
259,848
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
528,557
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
528,557
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 0
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$  
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 0
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
2024-06-17
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
0 0 0 0 0
b 85% (0.85) of line 2a ......... 0 0 0 0 0
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		528,557 0 0 0 528,557
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		15,973 0 0 0 15,973
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		512,584 0 0 0 512,584
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ...... 6,081,624       6,081,624
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		 162,436       162,436
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		173,232 0 0 0 173,232
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JEANIE SHUCK
3900 EDISON LAKES PKWY SUITE201
MISHAWAKA,IN46545
(574) 229-6484
JSHUCK@JWASFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
COMPLETED AND SIGNED APPLICATION SHOULD BE MAILED IN, FAXED APPLICATIONS WILL NOT BE ACCEPTED. REQUIRED MATERIALS INCLUDE COPIES OF CHILD/FAMILY AGREEMENTS, BIRTH CERTIFICATE, PAY STUBS AND VERIFICATION OF ANY FINANCIAL ASSISTANCE.
cAny submission deadlines:
OCTOBER 30
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CHILDREN BETWEEN THE AGES OF 2.5 AND 5 YEARS OLD ARE ELIGIBLE TO APPLY FOR THE 2023-2024 SCHOOL YEAR. CHILD MUST SHOW READINESS TO BE IN A PRIMARY ENVIRONMENT (ABILITY TO FOLLOW DIRECTION, ACCEPT A GENTLE NO, BE POTTY TRAINED.) FAMILIES MUST QUALIFY WITHIN THE FOUNDATION'S INCOME GUIDELINES OF FEDERAL POVERTY LEVEL AND 250% OF THE POVERTY LEVEL.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BLACKBIRD PHILANTHROPY

460 STULL ST STE 300
SOUTH BEND,IN46601 		  PC GENERAL SUPPORT 50
BRENDA BOYD


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 50
BRENDA GAETA


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 192
CATHERINE PAGE


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 200
DENISE KUEHNER


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 350
ELIZABETH HOFFER


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 100
EMMA MCDONALD


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 222
ERIC CHASE


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 11,000
EVELIN PERLA


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 390
JIM KOBOLD


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 5,000
KATHLEEN KOHN


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 150
KIM MANTA-MILLER


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 1,025

LA LUMIERE SCHOOL INC

6801 N WILHELM RD
LA PORTE,IN46350 		  PC SCHOLARSHIP 27,850
LILIA MIRKHABUTDINOVA


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 6,333
LINDSEY HAB


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 1,068
LIZETH RODRIGUEZ


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 195
MARIA RAZZO


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIPSCHOLARSHIP 33

MARIAN HIGH SCHOOL

1311 S LOGAN ST
MISHAWAKA,IN46544 		  PC SCHOLARSHIP 4,385
MEGHAN HEALEY


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 200
MICKEY DOYLE


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 1,300
MORGAN RASMUSSEN


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 390

NEXT STEP LEARNING CENTER LLC

3220 E JEFFERSON BLVD
SOUTH BEND,IN46615 		  PC GENERAL SUPPORT 19,245
NICOLE BEEMAN


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 146
NICOLE BEENEM


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 50
OLGA JIMENEZ


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 679
OLIVIA CRITCHLOW


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 783
ROXANNE HAMILTON


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 250

SAINT MARY'S COLLEGE

SAINT MARYS COLLEGE
NOTRE DAME,IN46556 		  PC SCHOLARSHIP 12,800
SAVINO RIVERA II


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 100
SHANE HEETER


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 2,303

SOUTH BEND CUBS FOUNDATION INC

501 W SOUTH STREET
SOUTH BEND,IN46601 		  PC GENERAL SUPPORT 2,413

ST JUDES CATHOLIC SCHOOL FOUNDATION

1750 SUNSET DRIVE SUITE A
ROCK SPRINGS,WY82901 		  PC SCHOLARSHIP 474

ST JOSEPH PARISH

226 N HILL ST
SOUTH BEND,IN46617 		  PC SCHOLARSHIP 2,524

STANLEY CLARK SCHOOL

3123 MIAMI ST
SOUTH BEND,IN46614 		  PC SCHOLARSHIP 121,380
STEPHANIE BAHUS


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 2,945

THE CINCINNATI

2118 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20008 		  PC GENERAL SUPPORT 3,816

THE HISTORY MUSEUM

808 WEST WASHINGTON STREET
SOUTH BEND,IN46601 		  PC GENERAL SUPPORT 5,915

THE MONTESSORI ACADEMY AT EDISON

530 E DAY ROAD
MISHAWAKA,IN46545 		  PC SCHOLARSHIP 6,515
Total .................................right arrow 3a 242,821
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     18 114,866  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 116,696  
9 Net income or (loss) from special events:         -150,062
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 231,562 -150,062
13Total. Add line 12, columns (b), (d), and (e)..................
13
81,500
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
9 2023 WINE DINNER
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES
Employer identification number

30-6072980
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ALLORA VINEYARDS
 
PO BOX 1008
 
ST HELENA, CA94574

$ 18,230


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
ANDREA VINSTRA
 
22040 WAGON WHEEL LN
 
EDWARDSBURG, MI49112

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
ANDREW MAYS
 
3767 VERMONT ROAD
 
ATLANTA, GA30319

$ 23,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
BERKADIA
 
THREE ALLIANCE CENTER 3550 LENOX RO
 
ATLANTA, GA30326

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
BETH GARATONI
 
1610 RIVERVIEW BLVD
 
OSCEOLA, IN465613529

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
BEVAN CELLARS
 
3468 SILVERADO TRL N
 
SAINT HELENA, CA94574

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
BRIAN STANLEY
 
51210 PINE CROFT CT
 
SOUTH BEND, IN466376047

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
BRUCE NEWSWANGER
 
23338 SHORELANE
 
ELKHART, IN465144566

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
CHARLES SCHULTZ
 
16162 COBBLESTONE SQUARE DR
 
GRANGER, IN465301350

$ 7,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
CHRIS MURPHY
 
1237 EAST JEFFERSON BLVD
 
SOUTH BEND, IN46617

$ 55,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
CLINTON SQUADRONI
 
1122 ALINE CT
 
SOUTH BEND, IN466142189

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
COHNREZNICK
 
1 SOUTH WACKER DRIVE SUITE 3550
 
CHICAGO, IL60606

$ 10,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
13
DANIEL LUCK
 
1132 NAPOLEON STREET
 
SOUTH BEND, IN46617

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
DOUG RASSI
 
6226 E TRUSDELL AVE
 
SYRACUSE, IN465679419

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
ED SMITH
 
9394 WHIM TRL
 
RICHLAND, MI490839595

$ 40,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
ERIC CHASE
 
22152 WHITE SPRUCE CT
 
SOUTH BEND, IN46628

$ 11,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
ERNEST KATAI
 
41560 BURROUGHS AVE
 
NOVI, MI48377

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
GARY DOWNEY
 
55615 WHIPPOORWILL CT
 
SOUTH BEND, IN466194535

$ 40,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
19
GARY GRAHAM
 
51975 MEADOW RIDGE CT
 
GRANGER, IN46530

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
HALL WINES
 
401 ST HELENA HWY SOUTH
 
ST HELENA, CA94574

$ 19,674


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
HEATHER WILLIAMS
 
1210 COUNTRY CLUB DR
 
WARSAW, IN465805004

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
HIGHLAND COMMERCIAL MORTGAGE
 
242 INVERNESS CENTER DRIVE
 
BIRMINGHAM, AL35242

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
JACQUELINE BARTON
 
1308 BLACK OAK DR
 
SOUTH BEND, IN466171704

$ 9,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
24
JAMES FELLOWES
 
343 E JEFFERSON AVE
 
WHEATON, IL60187

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
25
JAMES SCHWARTZ
 
30751 MAGICIAN TER
 
DOWAGIAC, MI49047

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
26
JILL LEVINE
 
3900 EDISON LAKES PARKWAY
 
MISHAWAKA, IN46545

$ 22,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
27
JOHN GARR II
 
PO BOX 619
 
CONVERSE, IN469190619

$ 100,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
28
JOSEPH SCIMIA
 
124 CHATHAM HILLS BLVD
 
WESTFIELD, IN46074

$ 5,113


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
29
JOSH MILLER
 
51680 BLUFFSIDE CT
 
GRANGER, IN465307055

$ 14,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
30
KURT JANOWSKY
 
950 E JACKSON BLVD 202
 
ELKHART, IN46516

$ 15,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
31
LANCE SWANK
 
1201 E NORTHSHORE DR
 
SYRACUSE, IN465678474

$ 150,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
32
LARRY SWANK II
 
1327 HONAN DR
 
SOUTH BEND, IN466142175

$ 31,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
33
LARRY SWANK SR
 
1155 DUNROBBIN LANE
 
SOUTH BEND, IN46614

$ 157,180


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
34
LAVANTURE PRODUCTS
 
3806 GALLATIN WAY
 
ELKHART, IN46514

$ 7,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
35
MARDOT LP
 
50885 WALDON PARK LANE
 
GRANGER, IN46530

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
36
MARK MCCOOL
 
31 MYSTIC VIEW LN
 
DOYLESTOWN, PA189012040

$ 10,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
37
MARSHALL REAVIS
 
466 SUNRISE AVE
 
LAKE BLUFF, IL600442650

$ 21,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
38
MAURI BROOKS
 
1907 ION AVE
 
SULLIVANS ISLAND, SC294828720

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
39
MERCHANTS CAPITAL
 
410 MONON BLVD 5TH FLOOR
 
CARMEL, IN46032

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
40
MICHAEL GUINN
 
141 OCEAN POINT DRIVE
 
FRIPP ISLAND, SC29920

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
41
MICHAEL J STEPHEN SR & LUCILE G STEPHEN FAMILY FOUNDATION
 
1925 N 78TH AVENUE
 
ELMWOOD PARK, IL60707

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
42
MICHIANA EYE CENTER
 
230 EAST DAY ROAD SUITE 100
 
MISHAWAKA, IN46545

$ 7,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
43
NANCY MERCURIO
 
2771 CAMINITO ELDORADO
 
DEL MAR, CA920143821

$ 13,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
44
PATRICIA LUCK
 
1132 NAPOLEON ST
 
SOUTH BEND, IN466171458

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
45
PETER BARRETT
 
1229 RIDGEDALE RD
 
SOUTH BEND, IN466142107

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
46
RICHARD LAVANTURE
 
PO BOX 40
 
BRISTOL, IN46507

$ 6,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
47
RICK PARKER
 
9000 KEYSTONE CROSSING 7TH FLOOR
 
INDIANAPOLIS, IN46240

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
48
RICK ROLPH
 
3241 COUNTRY CLUB PKWY
 
CASTLE ROCK, CO80108

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
49
ROBERT WOZNY
 
51500 STRATTON CT
 
GRANGER, IN46530

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
50
RYAN BRADY
 
16766 ORCHARD RIDGE CT
 
GRANGER, IN46530

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
51
SARAH BUTUS
 
2 SUNDANCE DRIVE
 
BUCHANAN, MI491078120

$ 516,243


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
52
SHERRY SWANK
 
1155 DUNROBBIN LANE
 
SOUTH BEND, IN46614

$ 5,145


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
53
SHETAL PATEL
 
14208 AVERY PT
 
GRANGER, IN46530

$ 20,225


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
54
STEPHANIE BAXTER
 
51231 PINE CROFT CT
 
SOUTH BEND, IN466376047

$ 20,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
55
SUSAN MOORE HALL
 
3308 TARTAN CIR
 
BIRMINGHAM, AL352423940

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
56
SUZIE WEIRICK
 
23268 SHORELANE
 
ELKHART, IN46514

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
57
THE MEDLAW PARTNERS LLC
 
PO BOX 40586
 
INDIANAPOLIS, IN46240

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
58
WHITNEY FOSTER
 
51284 SHAMROCK HILLS DR
 
GRANGER, IN465307823

$ 11,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
59
WOODCOX BUILDING CONTRACTORS INC
 
51175 PRESCOTT AVENUE
 
SOUTH BEND, IN46637

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number

30-6072980
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
51
 2017 SHARES STRYKER CORP $ 496,243 2023-01-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number

30-6072980
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
 
C/O LARRY AND SHERRY SWANK CO-TRUSTEES
EIN:
30-6072980
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 6,878 3,439 0 3,439

TY 2023 InvestmentsCorpStockSchedule
Name:
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
 
C/O LARRY AND SHERRY SWANK CO-TRUSTEES
EIN:
30-6072980
Name of Stock End of Year Book Value End of Year Fair Market Value
TS ACC#8246-2020 418,753 418,743
TS ACC#8246-9975 542,123 708,995
TS ACC#8246-4824 3,997,079 4,223,472

TY 2023 OtherDecreasesSchedule
Name:
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
 
C/O LARRY AND SHERRY SWANK CO-TRUSTEES
EIN:
30-6072980
Description Amount
COST BASIS ADJUSTMENT 69,635


TY 2023 OtherExpensesSchedule
Name:
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
 
C/O LARRY AND SHERRY SWANK CO-TRUSTEES
EIN:
30-6072980
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSES 45,269 0 0 45,269
WINE DINNER EXPENSES 227,652 0 227,652 0
INSURANCE 8,104 0 0 8,104


TY 2023 OtherIncomeSchedule2
Name:
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
 
C/O LARRY AND SHERRY SWANK CO-TRUSTEES
EIN:
30-6072980
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 77,590   77,590


TY 2023 OtherProfessionalFeesSchedule
Name:
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
 
C/O LARRY AND SHERRY SWANK CO-TRUSTEES
EIN:
30-6072980
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY FEE 28,689 28,689 0 0
OTHER PROFFESSIONAL FEE 5,898 0 0 5,898


TY 2023 TaxesSchedule
Name:
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
 
C/O LARRY AND SHERRY SWANK CO-TRUSTEES
EIN:
30-6072980
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 85,000 0 0 0
STATE EXCISE TAX 14,647 0 0 0