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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$7,148,436J 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) 1,490,723
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 193,802 193,802 193,802
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -233,108
b Gross sales price for all assets on line 6a 3,610,643
7 Capital gain net income (from Part IV, line 2)... 0
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
109,820 0 109,820
12 Total. Add lines 1 through 11........ 1,561,237 193,802 303,622
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 149,072 0 7,513 141,559
14 Other employee salaries and wages...... 108,163 0 0 108,163
15 Pension plans, employee benefits....... 25,308 0 0 25,308
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,695 0 0 4,695
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,698 7,849 0 7,849
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
74,670 43,399 0 31,271
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
19,441 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 12,551 0 0 12,551
21 Travel, conferences, and meetings....... 23,252 0 0 23,252
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
344,907 43,831 296,109 48,798
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 777,757 95,079 303,622 403,446
25 Contributions, gifts, grants paid....... 287,293 287,293
26 Total expenses and disbursements. Add lines 24 and 25 1,065,050 95,079 303,622 690,739
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 496,187
b Net investment income (if negative, enter -0-) 98,723
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 1,467    
2 Savings and temporary cash investments......... 148,794 2,320,158 2,326,525
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)....... 4,957,955 Click to see attachment
List of Attached Documents:
// Content
3,300,823 		4,809,731
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) 5,120,396 5,633,161 7,148,436
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 5,120,396 5,633,161
29 Total net assets or fund balances (see instructions)..... 5,120,396 5,633,161
30 Total liabilities and net assets/fund balances (see instructions). 5,120,396 5,633,161
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
5,120,396
2
Enter amount from Part I, line 27a .....................
2
496,187
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
16,578
4
Add lines 1, 2, and 3 ..........................
4
5,633,161
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,633,161
Form 990-PF (2024)
Form 990-PF (2024)
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 CAPITAL GAINS DIVIDENDS P    
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 3,605,634   3,843,721 -238,087
b 5,009     5,009
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       -238,087
b       5,009
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 -233,078
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 1,372
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 1,372
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 1,372
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 8,920
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,920
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 7,548
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow7,548 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		0 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 (2024)
Form 990-PF (2024)
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 35 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. 45,128
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 (2024)
Form 990-PF (2024)
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
5,634,816
b
Average of monthly cash balances.......................
1b
1,106,242
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,741,058
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
6,741,058
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
101,116
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,639,942
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
331,997
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 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (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
690,739
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
690,739
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		 
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
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 ..... 		690,739 528,557 0 0 1,219,296
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		0 15,973 0 0 15,973
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		690,739 512,584 0 0 1,203,323
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 .. 		221,331 173,232 0 0 394,563
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

A SPRING OF HOPE

PO BOX 19363
SPOKANE,WA99219 		  PC GENERAL SUPPORT 4,500

AMIZETTA ESTATE WINERY

1099 GREENFIELD RD
ST HELENA,CA94574 		  PC GENERAL SUPPORT 33,504
BRENDA BOYD


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 167
BRENDA GAETA


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 53
CARRIE CARLSON


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 150
CATHERINE PAGE


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 60
CLARISSA CASTIL


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 319
DAVID SONEGO MD PC


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 6,536
DENISE KUEHNER


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 500
DIANA ROBLES GARCIA


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 280
ELIZABETH BARBER


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 880
EMMA MCDONALD


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 358
EVELIN PERLA


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 503

GROWING KIDS LEARNING

17850 IRELAND RD
SOUTH BEND,IN46614 		  PC GENERAL SUPPORT 9,863
JEN GRUPP


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 400
JOHN LEINWEBER


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 7,000
JORGE PAVON


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 236
KATHLEEN KOHN


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 150
KRISTEN GIVENS


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 53

LA LUMIERE SCHOOL INC

6801 N WILHELM RD
LA PORTE,IN46350 		  PC GENERAL SUPPORT 605
LILIA MIRKHABUTDINOVA


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 6,772
LILY SWANK


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 1,196
LINDSAY CONOR


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 160
LINDSEY HAB


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 1,500
LIZETH RODRIGUEZ


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 290
MARIA RAZZO


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 79

MARIAN HIGH SCHOOL

1311 S LOGAN ST
MISHAWAKA,IN46544 		  PC SCHOLARSHIP 4,251
MARIE PAQUIN


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 818
MARY PICKEN CORSONES


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 1,745
MATTHEW SHUCK


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 840
MEGHAN HEALEY


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 230
MICKEY DOYLE


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 1,756
NANCY MERCURIO


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 4,148
NICOLE BEEMAN


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 53
OLGA JIMENEZ


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 360
OLIVIA CRITCHLOW


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 3,000

PURDUE UNIV

610 PURDUE MALL
WEST LAFAYETTE,IN47907 		  PC GENERAL SUPPORT 4,742
ROBIN'S NEST


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		  I SCHOLARSHIP 882

SAINT MARY'S COLLEGE

LE MANS HALL 149 ST MARY S COLLEGE
NOTRE DAME,IN46556 		  PC SCHOLARSHIP 9,099
SAVINO RIVERA II


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 50
SHANE HEETER


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 360

ST JUDES CATHOLIC SCHOOL FOUNDATION

1750 SUNSET DRIVE SUITE A
ROCK SPRINGS,WY82901 		  PC SCHOLARSHIP 887

ST JOSEPH PARISH

226 N HILL ST
SOUTH BEND,IN46617 		  PC SCHOLARSHIP 2,105

STANLEY CLARK SCHOOL

3123 MIAMI ST
SOUTH BEND,IN46614 		  PC SCHOLARSHIP 161,580
STEPHANIE BAHUS


3900 EDISON LAKES PARKWAY
MISHAWAKA,IN46545 		NONE I SCHOLARSHIP 3,244

THE HISTORY MUSEUM

808 WEST WASHINGTON STREET
SOUTH BEND,IN46601 		  PC GENERAL SUPPORT 5,000

THE MONTESSORI ACADEMY AT EDISON

530 E DAY ROAD
MISHAWAKA,IN46545 		  PC SCHOLARSHIP 5,516

WEST SIDE PRESCHOOL

63 W 92ND ST GROUND FLOOR
NEW YORK,NY10025 		  PC GENERAL SUPPORT 513
Total .................................right arrow 3a 287,293
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     18 193,802  
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 -233,108  
9 Net income or (loss) from special events:         -98,173
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 -39,306 -98,173
13Total. Add line 12, columns (b), (d), and (e)..................
13
-137,479
(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 2024 WINE DINNER
Form 990-PF (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) 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 (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
AMIZETTA FAMILY ESTATE WINES
 
1099 GREENFIELD ROAD
 
SAINT HELENA, CA94574

$ 52,356


(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

$ 9,000


(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

$ 6,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
ANDREW POCOCK
 
51701 BRITTANY CT
 
GRANGER, IN465308730

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
AZUR WINES
 
2238 FIRST AVENUE
 
NAPA, CA94558

$ 16,104


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
BERKADIA
 
THREE ALLIANCE CENTER 3550 LENOX RO
 
ATLANTA, GA30326

$ 25,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
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
BETH SCHULTZ
 
16162 COBBLESTONE SQUARE DRIVE
 
GRANGER, IN46530

$ 7,772


(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

$ 7,195


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
CASEY DILLON
 
4222 E 200 N
 
LAFAYETTE, IN47905

$ 23,316


(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

$ 54,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
CHRISTINE BARRETT
 
1229 RIDGEDALE RD
 
SOUTH BEND, IN466142107

$ 15,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
CHRISTOPHER COULTER
 
226 CIRCLE PARKWAY
 
WILLIAMS BAY, WI53191

$ 12,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
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
CLINTON SQUADRONI
 
1122 ALINE CT
 
SOUTH BEND, IN466142189

$ 5,591


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
COHNREZNICK
 
1 SOUTH WACKER DRIVE SUITE 3550
 
CHICAGO, IL60606

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
COMMUNITY FOUNDATION OF ELKHART COUNTY
 
240 EAST JACKSON BLVD SUITE 104
 
ELKHART, IN46516

$ 165,350


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
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
17
DOUG RASSI
 
6226 E TRUSDELL AVE
 
SYRACUSE, IN465679419

$ 9,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
ED SMITH
 
9394 WHIM TRL
 
RICHLAND, MI490839595

$ 7,500


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
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
EMILY KSIEZOPOLSKI
 
51980 MEADOW RIDGE COURT
 
GRANGER, IN46530

$ 6,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
ERIC CHASE
 
22152 WHITE SPRUCE CT
 
SOUTH BEND, IN46628

$ 11,399


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
ERNEST KATAI
 
41560 BURROUGHS AVE
 
NOVI, MI48377

$ 5,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
FRANCIS ELLERT
 
304 N SHORE LN
 
CULVER, IN46511

$ 5,699


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
HAGEMAN GROUP LLC
 
12821 EAST NEW MARKET ST SUITE 200
 
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
24
HAMILTON COUNTY COMMUNITY FOUNDATION
 
11810 TECHNOLOGY DRIVE
 
FISHERS, IN46038

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
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
HIGHLAND COMMERCIAL MORTGAGE
 
242 INVERNESS CENTER DRIVE
 
BIRMINGHAM, AL35242

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
26
INXPRESS
 
1122 ALINE CT
 
SOUTH BEND, IN46614

$ 7,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
27
JAMES FELLOWES
 
343 E JEFFERSON AVE
 
WHEATON, IL60187

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
28
JAMES SCHWARTZ
 
30751 MAGICIAN TER
 
DOWAGIAC, MI49047

$ 9,750


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
29
JEFF SHUCK
 
1720 STONECREEK DRIVE
 
NILES, MI49120

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
30
JOHN ALLEN
 
827 COLLEGE AVE
 
CULVER, IN46511

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
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
JOHN GARR II
 
PO BOX 619
 
CONVERSE, IN469190619

$ 125,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
32
JOSEPH SCIMIA
 
124 CHATHAM HILLS BLVD
 
WESTFIELD, IN46074

$ 5,181


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
33
JOSH MILLER
 
51680 BLUFFSIDE CT
 
GRANGER, IN465307055

$ 31,606


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
34
JT RESTAURANTS INC
 
727 S EDDY STREET
 
SOUTH BEND, IN46615

$ 5,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
35
JT SCHWARTZ
 
16094 COBBLESTONE SQUARE DR
 
GRANGER, IN46530

$ 5,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
36
KEN LEWTON
 
9200 LAS MANAITAS AVENUE UNIT 402
 
LAS VEGAS, NV89144

$ 10,363


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
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
KEVIN BAXTER
 
230 E DAY RD SUITE 100
 
MISHAWAKA, IN46545

$ 5,181


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
38
LANCE SWANK
 
1201 E NORTHSHORE DR
 
SYRACUSE, IN465678474

$ 14,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
39
LARRY SWANK II
 
1327 HONAN DR
 
SOUTH BEND, IN466142175

$ 20,832


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
40
LARRY SWANK SR
 
1155 DUNROBBIN LANE
 
SOUTH BEND, IN46614

$ 202,033


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
41
LAVANTURE PRODUCTS
 
3806 GALLATIN WAY
 
ELKHART, IN46514

$ 27,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
42
MARDOT LP
 
50885 WALDON PARK LANE
 
GRANGER, IN46530

$ 10,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
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
MARK MCCOOL
 
31 MYSTIC VIEW LN
 
DOYLESTOWN, PA189012040

$ 10,250


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
44
MARSHALL REAVIS
 
466 SUNRISE AVE
 
LAKE BLUFF, IL600442650

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
45
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
46
MICHELE FABI
 
8357 GLENWYND DR
 
KALAMAZOO, MI49009

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
47
MICHIANA EYE CENTER
 
230 EAST DAY ROAD SUITE 100
 
MISHAWAKA, IN46545

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
48
MIKE GARATONI
 
1610 RIVERVIEW BLVD
 
OSCEOLA, IN465613529

$ 5,250


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
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
NATE GOLM
 
1010 SIMON ROAD
 
HUNTERTOWN, IN46748

$ 25,250


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
50
PATRICIA LUCK
 
1132 NAPOLEON ST
 
SOUTH BEND, IN466171458

$ 9,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
51
PATTY BRADY
 
51891 MEADOW RIDGE CT
 
GRANGER, IN465306118

$ 6,250


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
52
PAUL PHAIR
 
305 W NORTH SHORE DR
 
SOUTH BEND, IN46617

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
53
PETE HODO
 
242 INVERNESS CENTER DR
 
BIRMINGHAM, AL352424834

$ 26,250


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
54
PROSPECT RIDGE
 
640 5TH AVENUE 8TH PL
 
NEW YORK, NY10019

$ 7,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
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
QUIGG FUND INC
 
1114 NEWHALL DRIVE
 
FARIBAULT, MN55021

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
56
REBECCA BONTREGER
 
10019 COUNTY ROAD 16
 
MIDDLEBURY, IN46540

$ 5,440


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
57
RICHARD LAVANTURE
 
PO BOX 40
 
BRISTOL, IN46507

$ 5,250


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
58
RICHARD LEVINE
 
3040 WELLINGTON ROAD
 
ALPHARETTA, GA30022

$ 63,922


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
59
RICK FERRARA
 
51519 STATE ROAD 933
 
SOUTH BEND, IN46637

$ 16,250


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
60
RICK PARKER
 
9000 KEYSTONE CROSSING 7TH FLOOR
 
INDIANAPOLIS, IN46240

$ 10,750


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
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
61
RICK ROLPH
 
3241 COUNTRY CLUB PKWY
 
CASTLE ROCK, CO80108

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
62
SHERRY SWANK
 
1155 DUNROBBIN LANE
 
SOUTH BEND, IN46614

$ 13,801


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
63
SHETAL PATEL
 
14208 AVERY PT
 
GRANGER, IN46530

$ 22,487


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
64
SPOKE REAL ESTATE CAPITAL
 
875 N HIGH STREET SUITE 300
 
COLUMBUS, OH43215

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
65
STEVE HAGEMAN
 
12821 E NEW MARKET ST SUITE 200
 
CARMEL, IN46032

$ 10,250


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
66
SUZIE WEIRICK
 
23268 SHORELANE
 
ELKHART, IN46514

$ 12,750


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
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
67
TAFT
 
ONE INDIANA SQUARE SUITE 3500
 
INDIANAPOLIS, IN462042023

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
68
THE BALDWIN GROUP
 
4211 W BOY SCOUT BLVD SUITE 800
 
TAMPA, FL33607

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
69
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
70
TODD BROWNE
 
5155 PLANTATION DR
 
INDIANAPOLIS, IN462501640

$ 40,750


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
71
TRACY GRAHAM
 
1021 ST PETER
 
SOUTH BEND, IN46617

$ 6,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
72
UNIVERSITY OF NOTRE DAME
 
TAX DEPARTMENT 724 GRACE HALL
 
NOTRE DAME, IN46556

$ 9,350


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
C/O LARRY AND SHERRY SWANK CO-TRUSTEES 		Employer identification number
30-6072980
Part I
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
73
WILLIAM EDWARDS
 
4240 STRATHMORE LANE
 
ZIONSVILLE, IN46077

$ 11,399


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
74
MARTA BRUMMELL
 
1480 STONECREEK DRIVE
 
NILES, MI49120

$ 23,600


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

$  


(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.)
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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
74
 STOCKS $ 23,600 2024-12-31
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 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 15,698 7,849 0 7,849

TY 2024 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
STOCKS, OPTIONS & ETFS 3,221,860 4,711,434
MUTUAL FUNDS 78,963 98,297

TY 2024 LegalFeesSchedule
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
LEGAL FEES 4,695 0 0 4,695


TY 2024 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 859 0 859 0
WINE DINNER EXPENSES 207,993 0 207,993 0
FILING FEES 985 0 0 985
FURNITURE AND EQUIPMENT 21,000 0 0 21,000
MARKETING 21,233 0 21,233 0
OFFICE EXPENSES 16,014 0 0 16,014
INSURANCE - D&O AND GENERAL LIABILITY 10,799 0 0 10,799
BANK AND TRANSACTIONAL FEES 66,024 43,831 66,024 0


TY 2024 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 109,820   109,820


TY 2024 OtherIncreasesSchedule
Name:
JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION
 
C/O LARRY AND SHERRY SWANK CO-TRUSTEES
EIN:
30-6072980
Description Amount
COST BASIS ADJUSTMENT 16,578


TY 2024 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 43,399 43,399 0 0
OTHER PROFESSIONAL FEES 31,271 0 0 31,271


TY 2024 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 19,441 0 0 0