TY 2025 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2025

Open to Public Inspection

For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25

Name of foundation
SWENSON FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 12263
Room/suite

City or town
ORANGE

State or province
CA

Country

ZIP or foreign postal code
92859

A Employer identification number

33-0603766

B Telephone number (see instructions)

7142646814

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

D 1. Foreign organizations, check here.............

2. Foreign organizations meeting the 85%
test, check here and attach computation ...

E If private foundation status was terminated
under section 507(b)(1)(A), check here .......

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$91,902,625J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .................
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	3,705,323		3,705,323
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-59,573
b	Gross sales price for all assets on line 6a 13,822,686
7	Capital gain net income (from Part IV, line 2)...			0
8	Net short-term capital gain.........
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).......	List of Attached Documents: // Content	15,939	2,018
12	Total. Add lines 1 through 11........	3,661,689		3,707,341
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	34,872	0	34,872
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	131,725	65,863	65,862
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	93,613	93,613	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	92,857	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	18,211	13,916	4,295
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	371,278		173,392	105,029
25	Contributions, gifts, grants paid.......	6,148,203			6,148,203
26	Total expenses and disbursements. Add lines 24 and 25 ................	6,519,481		173,392	6,253,232
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-2,857,792
b	Net investment income (if negative, enter -0-)			3,533,949
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2025)

Form 990-PF (2025)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	2,025,683	659,526	659,526
	2	Savings and temporary cash investments.........	1,133,248	943,405	943,405
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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) 76,326
		Less: allowance for doubtful accounts 0	54,408	76,326	76,326
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	24,967,715	List of Attached Documents: // Content 23,291,833	23,106,183
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......	66,744,453	List of Attached Documents: // Content 67,151,951	64,933,788
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	2,214,058	List of Attached Documents: // Content 2,191,682	2,183,397
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	97,139,565	94,314,723	91,902,625
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		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	97,139,565	94,314,723
	29	Total net assets or fund balances (see instructions).....	97,139,565	94,314,723
	30	Total liabilities and net assets/fund balances (see instructions).	97,139,565	94,314,723

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

97,139,565

Enter amount from Part I, line 27a .....................

-2,857,792

Other increases not included in line 2 (itemize) Click to see attachment

List of Attached Documents:

// Content

32,950

Add lines 1, 2, and 3 ..........................

94,314,723

Decreases not included in line 2 (itemize)

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..

94,314,723

Form 990-PF (2025)

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
1 a	PUBLICLY TRADED SECURITIES
b	PUBLICLY TRADED SECURITIES
c	ST CG - OAKTREE SENIOR LOAN FUND LP K-1	P
d	LT CG - OAKTREE SENIOR LOAN FUND LP K-1	P
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	30,241	29,378	863
b	13,792,445	13,832,132	-39,687
c			3,101
d			-23,850
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			863
b			-39,687
c			3,101
d			-23,850
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-59,573
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 .........................		3

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	49,122
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	49,122
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	49,122
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	79,533
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	79,533
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	30,411
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax30,411	Refunded	11	0
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. $ 0(2) On foundation managers.$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers.$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website addressN/A

The books are in care ofSWENSON FAMILY FOUNDATION Telephone no. (714) 264-6814

Located at9961 FOXRUN ROADSANTA ANACA ZIP+492705

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........

and enter the amount of tax-exempt interest received or accrued during the year ........

16 At any time during calendar year 2025, 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

Form 990-PF (2025)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........

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 2025? .............

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)):

At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2025?....................

If "Yes," list the years 20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2025 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 Form 4720, Schedule C, to determine

if the foundation had excess business holdings in 2025.).....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2025? ..

Form 990-PF (2025)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check .........

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
SUSAN G SWENSON	PRESIDENT 0.50	0	0	0
PO BOX 12263 ORANGE,CA92859	PRESIDENT 0.50	0	0	0
ROSIE SWENSON	SECRETARY 0.50	0	0	0
PO BOX 12263 ORANGE,CA92859	SECRETARY 0.50	0	0	0
CHERYL L LENTZ	TREASURER 2.00	0	0	0
PO BOX 12263 ORANGE,CA92859	TREASURER 2.00	0	0	0
EOIN L KREDITOR	DIRECTOR 0.50	0	0	0
PO BOX 12263 ORANGE,CA92859	DIRECTOR 0.50	0	0	0
CHRISTOPHER LENTZ	DIRECTOR 0.50	0	0	0
PO BOX 12263 ORANGE,CA92859	DIRECTOR 0.50	0	0	0
TIMOTHY J SWENSON	DIRECTOR 0.50	0	0	0
PO BOX 12263 ORANGE,CA92859	DIRECTOR 0.50	0	0	0

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...................				0

Form 990-PF (2025)

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
RSM US LLP	BOOKKEEPING/ACCOUNTING	131,725
151 WEST 42ND STREET 19TH FLR NEW YORK,NY10036	BOOKKEEPING/ACCOUNTING	131,725
BNY MELLON	INVESTMENT MGMT	51,922
240 GREENWICH STREET NEW YORK,NY10286	INVESTMENT MGMT	51,922

Total number of others receiving over $50,000 for professional services............. right arrow

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	NONE	0
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.........................0

Form 990-PF (2025)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

91,534,982

Average of monthly cash balances.......................

2,708,809

Fair market value of all other assets (see instructions)................

Total (add lines 1a, 1b, and 1c).......................

94,243,791

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

94,243,791

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) Click to see attachment

List of Attached Documents:

// Content

.............................

1,413,657

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

92,830,134

Minimum investment return. Enter 5% (0.05) of line 5 ................

4,641,507

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)

Minimum investment return from Part IX, line 6..................

4,641,507

Tax on investment income for 2025 from Part V, line 5 .......

49,122

Income tax for 2025. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

49,122

Distributable amount before adjustments. Subtract line 2c from line 1............

4,592,385

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

4,592,385

Deduction from distributable amount (see instructions) .................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

4,592,385

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........

6,253,232

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

6,253,232

Form 990-PF (2025)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2024	(c) 2024	(d) 2025
1 Distributable amount for 2025 from Part X, line 7					4,592,385
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2025:
a From 2020......
b From 2021......
c From 2022......	2,359,277
d From 2023......	4,711,224
e From 2024......	1,394,276
f Total of lines 3a through e ........		8,464,777
4Qualifying distributions for 2025 from Part
XI, line 4: $ 6,253,232
a Applied to 2024, 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 2025 distributable amount.....					4,592,385
e Remaining amount distributed out of corpus		1,660,847
5 Excess distributions carryover applied to 2025.		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		10,125,624
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 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2025. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2026 ..........					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 2020 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		10,125,624
10 Analysis of line 9:
a Excess from 2021 ....
b Excess from 2022 ....	2,359,277
c Excess from 2023 ....	4,711,224
d Excess from 2024 ....	1,394,276
e Excess from 2025 ....	1,660,847

Form 990-PF (2025)

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 2025, enter the date of the ruling ......

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2025	(b) 2024	(c) 2023	(d) 2022	(e) Total

b 85% (0.85) of line 2a .......
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, 3b, or 3c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
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) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

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).)

SUSAN G SWENSON

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 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, 2b, 2c, and 2d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2025)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ACHIEVEMENT INSTITUTE FOR STEM SCHOLARS 1505 E 17TH ST STE 118 SANTA ANA,CA927058520			STEM SCHOLARS	50,000
ACROSS THE POND PO BOX 31 IRON RIVER,WI548470031			VETERANS PARK IN IRON RIVER, WI	5,000
ARIZONA STATE UNIVERSITY ALUMNI ASSOCIATION PO BOX 873702 TEMPE,AZ852873702			SCHLORASHIPS FOR PIMA/AZU	5,000
CALIFORNIA LUTHERAN UNIVERSITY 60 WEST OLSEN ROAD 1350 THOUSAND OAKS,CA91360			CARES DAY- STUDENT EMPLOYMENT	50,000
CALIFORNIA LUTHERAN UNIVERSITY 60 WEST OLSEN ROAD 1350 THOUSAND OAKS,CA91360			ENGINEERING BUILDING	500,000
CHAPMAN UNIVERSITY ONE UNIVERSITY DRIVE ORANGE,CA92866			ENGINEERING BUILDING - 2024	500,000
CHAPMAN UNIVERSITY ONE UNIVERSITY DRIVE ORANGE,CA92866			TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION	500,000
CHAPMAN UNIVERSITY ONE UNIVERSITY DRIVE ORANGE,CA92866			STUDENT SCHOLARSHIPS/HARDSHIP FUND	41,667
CHOC CHILDREN'S FOUNDATION 455 S MAIN ST ORANGE,CA92868			WELLS SPACES 2025	1,000,000
CHOC CHILDREN'S FOUNDATION 455 S MAIN ST ORANGE,CA92868			2026 SURP AND BURST SUMMER RESEARCH	41,667
CONCORDIA LUTHERAN CHURCH 1708 JOHN AVENUE SUPERIOR,WI54880			TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION	50,000
FIRST EVANGICAL COVENANT CHURCH 3311 HAMMOND AVENUE SUPERIOR,WI54880			TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION	50,000
FRIENDS OF HOLY INNOCENTS 750 TERRADO PLZ STE 43 COVINA,CA917233445			SCIENCE BUILDING	500,000
HUNGRY FOR MUSIC 2020 PENNSYLVANIA AVE NW WASHINGTON,DC200061811			TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION	62,500
LA FIRE FOUNDATION 1700 STADIUM WAY SUITE 100 LOS ANGELES,CA900121404			FOR WILDFIRE RELIEF EFFORTS	5,000
LIVING DESERT 47900 PORTOLA AVENUE PALM DESET,CA92260			BOXES OF FOOD FOR CANCER PATIENTS	25,000
LUTHERAN BIBLE TRANSLATORS 205 S MAIN STREET CONCORDIA,CA64020			TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION	62,500
LUTHERAN HIGH SCHOOL ASSOCIATION OF ORANGE COUNTY 2222 N SANTIAGO BLVD ORANGE,CA92867			LANCER LEGACY ENDOWMENT FUND	15,000
LUTHERAN HIGH SCHOOL ASSOCIATION OF ORANGE COUNTY 2222 N SANTIAGO BLVD ORANGE,CA92867			STUDENT SCHOLARSHIPS/ENDOWMENT	41,667
MISSION SAN JUAN CAPISTRANO 26801 OLD MISSION RD SAN JUAN CAPO,CA926753200			TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION	25,000
OCEAN INSTITUTE 24200 DANA POINT HARBOR DRIVE DANA POINT,CA92629			TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION	70,000
OLIVE CREST 2130 E FOURTH ST STE 200 SANTA ANA,CA92705			TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION	100,000
PHIL'S FRIENDS 1249 ARROWHEAD CT CROWN POINT,IN463078222			TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION	25,000
RAISING HOPE PO BOX 2000 ERIE,IL612500002			TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION	25,000
SEGERSTROM CENTER FOR THE ARTS 600 TOWN CENTER DRIVE COSTA MESA,CA92626			CHILDREN'S PROGRAMS	50,000
THE DOLLYWOOD FOUNDATION PO BOX 643 ANDALUSIA,AL36420			TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION	125,000
UNIVERSITY MN DULUTH 1300 S 2ND ST STE 200 MINNEAPOLIS,MN554541029			SWENSON SAIL PROGRAM 2025	1,600,000
UNIVERSITY MN DULUTH 1300 S 2ND ST STE 200 MINNEAPOLIS,MN554541029			GLENSHEEN, 2025	132,000
UNIVERSITY MN FOUNDATION 200 OAK ST SE STE 500 MINNEAPOLIS,MN55455			TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION	25,000
UNIVERSITY OF WISCONSIN SUPERIOR FOUNDATION INC PO BOX 2000 SUPERIOR,WI548804500			SURF SUMMER 2025 SCHOLARS	25,000
UNIVERSITY OF WISCONSIN SUPERIOR FOUNDATION INC PO BOX 2000 SUPERIOR,WI548804500			2025-2026 SWENSON SCHOLARS - 1ST SEMESTER	218,041
UNIVERSITY OF WISCONSIN SUPERIOR FOUNDATION INC PO BOX 2000 SUPERIOR,WI548804500			SPRING 2026 SEMESTER - SWENSON SCHOLARS	218,041
WORLD VISION 3455 S 344TH WAY SUITE 110 FEDERAL WAY,WA98001			FOR WILDFIRE RELIEF EFFORTS	5,120
Total ................................. 3a				6,148,203

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2025)

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	(e) Related or exempt function income (See instructions.)
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 ....			14	3,705,323
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	-59,573
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aPASSTHROUGH K-1 INCOME - BOOK	523000		14	2,018
bIRS REFUND			01	13,921
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		3,661,689	0

13Total. Add line 12, columns (b), (d), and (e)..................

3,661,689

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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.)

Form 990-PF (2025)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2025)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2025 AccountingFeesSchedule

Name:

SWENSON FAMILY FOUNDATION

EIN:

33-0603766

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	131,725	65,863		65,862

- TIN:

TY 2025 CashDeemedCharitableExplnStmt

Name:

SWENSON FAMILY FOUNDATION

EIN:

33-0603766

Explanation:

THE FOUNDATION IS REQUIRED TO MAKE ANNUAL DISTRIBUTIONS OF APPROXIMATELY $6 MILLION BASED UPON THE FAIR MARKET VALUE OF ITS ASSETS. IN ADDITION, THE FOUNDATION HAS OTHER REQUIRED EXPENSES TO ADMINISTER THE FOUNDATION. THE DISTRIBUTIONS AND OTHER EXPENSES ARE PAID PERIODICALLY THROUGHOUT THE YEAR. THEREFORE, THE CASH DEEMED HELD FOR CHARITABLE ACTIVITIES IS 2% OF THE AVERAGE FAIR MARKET VALUE ON LINE 3 RATHER THAN 1 1/2%.

- TIN:

TY 2025 InvestmentsCorpBondsSchedule

Name:

SWENSON FAMILY FOUNDATION

EIN:

33-0603766

Name of Bond	End of Year Book Value	End of Year Fair Market Value
HOME DEPOT INC 3.9% 12/6/28	1,038,250	1,003,670
MARIN CA CMNTY CLG DIST 3.41% 8/1/28	1,000,000	994,900
PHIZER INC 3.6% 9/15/28	1,009,450	998,370
TOTAL CAPITAL SA 3.883% 10/11/28	1,037,730	1,001,310
US BANCORP 4/27/26 3.1%	734,197	748,087
TOYOTA MOTOR CREDIT CORP 3.65% 1/8/29	1,019,580	990,440
CHARLES SCHWAB CORP 4% 2/1/29	1,026,300	1,003,990
3 M COMPANY 3.375% 3/1/29	999,650	979,970
UNION PACIFIC CORP 3.7% 3/1/29	996,920	991,980
JOHN DEERE CAPITAL CORP 3.45% 3/7/29	498,450	492,915
JPMORGAN CHASE & CO FLTG RATE 4/23/29	504,260	499,520
STANFORD UNIVERSITY 3.089% 5/1/29	1,000,000	969,910
CALIFORNIA ST HLTH FACS FING A 2.584% 6/1/29	200,000	192,224
GLAXOSMITHKLINE CAPITAL 3.375% 6/1/29	989,470	981,140
PORTLAND OR CMNTY CLG DIST 4.16% 6/1/29	1,042,080	1,009,630
FISERV INC 3.5% 7/1/29	999,160	969,750
UNIVERSITY OF CALIFORNIA 3.349% 7/1/29	1,000,000	986,420
DENVER CO CITY & CNTY DEDICATE 3.746% 8/1/29	773,880	746,048
LEAVENWORTH CNTY KS UNIF SCH D 2.274% 9/1/29	350,000	327,310
FAIRFAX CNTY VA 3.3% 10/1/29	992,870	985,090
BANK OF AMERICA CORP FLTG RATE 2/7/30	1,002,680	994,370
COSTCO WHOLESALE CORP 1.6% 4/20/30	1,024,850	905,790
SAN FRANCISCO CALIF CITY &CNTY 2.393% 5/1/30	215,000	201,965
GEORGIA ST 3.65% 7/1/30	1,091,540	991,480
MADISON CNTY NY CAPITAL RESOUR 2.894% 7/1/30	500,000	477,700
ALPHABET INC 1.1% 8/15/30	745,178	661,065
APPLE INC 1.25% 8/20/30	1,001,675	887,250
NEW YORK CITY NY TRANSITIONAL 3.35% 11/1/30	1,000,000	967,890
OREGON ST DEPT OF TRANSPRTN HI 2.621% 11/15/30	500,000	470,925
ANHEUSER-BUSCH INBEV WOR 4.9% 1/23/31	1,568,020	1,554,165
AMGEN INC 2.3% 2/25/31	1,014,910	906,730
COCA-COLA CO/THE 1.375% 3/15/31	1,001,255	877,540
UNIVERSITY OF WASHINGTON 1.574% 4/1/31	678,239	600,716
PROCTER & GAMBLE CO/THE 1.95% 4/23/31	997,390	903,520
STATE OF OREGON DEPARTMENT OF ADMIN 3.736% 5/1/31	1,000,000	984,390
OREGON ST 3.602% 5/1/31	690,000	678,084
AMAZON.COM INC 2.1% 5/12/31	497,230	451,710
UNITEDHEALTH GROUP INC 2.3% 5/15/31	1,000,440	901,810
ASTRAZENECA FINANCE LLC 2.25% 5/28/31	1,005,080	909,350
ARIZONA BRD OF RGTS-A 2.135% 7/1/31	500,000	453,565
NEW YORK CITY NY TRANSITIONAL 3.88% 8/1/31	1,005,990	983,430
CITIGROUP INC FLTG RATE 5/1/32	1,005,960	907,530
SANTA CLARA VALLEY WATER DISTRICT 3.524% 6/1/32	500,000	479,665
CITY & COUNTY OF SAN FRANCISCO CA 3.602% 6/15/32	1,000,000	960,470
STATE OF CONNECTICUT BRADLEY 3.811% 7/1/32	1,000,000	971,700
K L A CORP 4.65% 7/15/32	1,008,880	1,014,570
FULTON CNTY GA DEV AUTH REVENU 2.655% 10/1/32	500,000	450,040
NEW YORK NY 4% 12/1/32	1,011,300	975,450
COMCAST CORP 4.25% 1/15/33	1,000,125	977,830
CALIFORNIA ST 4.5% 4/1/33	1,046,600	1,007,296
VIRGINIA ELEC & POWER CO 5% 4/1/33	1,015,990	1,024,020
SAINT PAUL MN SALES TAX REVENUE 3.787% 11/1/33	1,000,000	958,480
CISCO SYSTEMS INC 5.05% 2/26/34	1,013,285	1,029,050
H S B C HOLDINGS PLC 6.254% 3/9/34	1,024,990	1,087,530
MITSUBISHI UFJ FIN GRP FLTG RATE 4/19/34	1,004,440	1,045,110
WELLS FARGO & CO VAR RT 7/25/34	1,015,950	1,048,410
LLOYDS BANKING GROUP PLC FLTG RATE 1/5/35	1,030,050	1,052,800
INTEL CORP 4.8% 10/1/41	1,006,345	886,920
BRISTOL-MYERS SQUIBB CO 3.55% 3/15/42	1,238,825	1,003,925
UNIV OF COLORADO CO ENTERPRISE	55,000	51,434
AMAZON.COM INC 3.300 04/13/27	494,395	497,880
AMERICAN EXPRESS CO 07/27/29	515,060	514,970
AMERICAN INTL GROUP	975,360	933,760
AMGEN INC 3.350 02/22/32	474,735	470,855
ANHEUSER BUSCH INBEV WOR 4.375 04/15/38	1,011,812	951,150
AT&T INC 4.350 03/01/29	1,007,261	1,005,210
BANK OF AMERICA CORP 04/24/38	1,013,678	932,610
BP CAP MARKETS AMERICA 4.893 09/11/33	393,428	406,928
BROADCOM INC 4.600 07/15/30	511,600	508,015
COMCAST CORP 4.250 10/15/30	752,314	750,293
CONOCOPHILLIPS COMPANY	130,951	122,434
D.R. HORTON INC	456,630	489,790
DUKE ENERGY CORP 4.850 01/05/29	400,880	407,836
EXXON MOBIL CORP 3.294 03/19/27	442,498	448,060
FIDELITY NATL INFO SERV 1.650 03/01/28	449,585	474,630
GENERAL MOTORS FINL CO 1.500 06/10/26	444,210	494,345
GLOBAL PAYMENTS 2.150 01/15/27	470,940	489,485
GOLDMAN SACHS GROUP INC 3.800 03/15/30	389,852	393,684
JOHN DEERE CAPITAL CORP 4.700 06/10/30	513,490	512,165
JPMORGAN CHASE & CO 07/25/28	403,216	405,144
LOWE'S COS INC 3.350 01/01/27	486,715	496,395
MONSANTO CO 4.200 07/15/34	256,351	223,482
MORGAN STANLEY 10/18/30	503,685	506,050
NEXTER ENERGY CAPITAL 4.900 02/28/28	379,924	381,926
T-MOBILE USA INC 3.875 04/15/30	369,278	368,768
TEXAS INSTRUMENTS INC 4.600 02/15/28	352,667	355,478
US BANCORP 05/15/31	413,152	412,316
WILLIAMS COMPANIES INC 5.300 08/15/28	408,820	411,780

- TIN:

TY 2025 InvestmentsGovtObligationsSch

Name:

SWENSON FAMILY FOUNDATION

EIN:

33-0603766

US Government Securities - End of Year Book Value:

9,284,013

US Government Securities - End of Year Fair Market Value:

9,348,806

State & Local Government Securities - End of Year Book Value:

14,007,820

State & Local Government Securities - End of Year Fair Market Value:

13,757,377

- TIN:

TY 2025 InvestmentsOtherSchedule2

Name:

SWENSON FAMILY FOUNDATION

EIN:

33-0603766

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
OAKTREE SENIOR LOAN FUND, LP	AT COST	2,191,682	2,183,397

- TIN:

TY 2025 LegalFeesSchedule

Name:

SWENSON FAMILY FOUNDATION

EIN:

33-0603766

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	34,872	0		34,872

- TIN:

TY 2025 OtherExpensesSchedule

Name:

SWENSON FAMILY FOUNDATION

EIN:

33-0603766

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
OTHER PORTFOLIO EXPENSES	13,916	13,916	0
REGISTRATION RENEWAL FEE	225	0	225
INSURANCE EXPENSE	3,399	0	3,399
MISCELLANEOUS EXPENSE	671	0	671

- TIN:

TY 2025 OtherIncomeSchedule2

Name:

SWENSON FAMILY FOUNDATION

EIN:

33-0603766

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
PASSTHROUGH K-1 INCOME - BOOK	2,018	2,018	2,018
IRS REFUND	13,921		13,921

- TIN:

TY 2025 OtherIncreasesSchedule

Name:

SWENSON FAMILY FOUNDATION

EIN:

33-0603766

Description	Amount
ACCRETION OF DISCOUNT	32,950

- TIN:

TY 2025 OtherProfessionalFeesSchedule

Name:

SWENSON FAMILY FOUNDATION

EIN:

33-0603766

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ASSET MANAGEMENT FEES	93,613	93,613		0

- TIN:

TY 2025 TaxesSchedule

Name:

SWENSON FAMILY FOUNDATION

EIN:

33-0603766

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
2024 EXCISE TAX - EXTENSION	26,750	0		0
2025 EXCISE TAX - ESTIMATE	66,107	0		0