STRATEGY STUDIO / PUBLIC DATA EXPLORER

SWANSON FAMILY FOUNDATION

Cite this

Plain text SWANSON FAMILY FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2014–2025. https://strategystudio.org/org/208249043. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). SWANSON FAMILY FOUNDATION [Nonprofit organization profile; tax years 2014–2025]. Retrieved October 20, 2026, from https://strategystudio.org/org/208249043

MLA “SWANSON FAMILY FOUNDATION.” Strategy Studio, tax years 2014–2025, https://strategystudio.org/org/208249043. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2014–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990PF · revenue $1.0M · expenses $108K · assets $1.6M

EIN
20-8249043
Address
4635 N 39TH PL, PHOENIX, AZ 85018-3612
NTEE code
T20
Subsection
501(c)(3)
Ruling year
2009
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 5 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

5 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Mary K Swanson CHAIRMAN2014-2025 2 $0 reported 1
Katherine Andan SECRETARY2014-2025 1 $0 reported 1
Andrew Varela DIRECTOR2014-2025 1 $0 reported 1
Kristen Wade DIRECTOR2014-2025 1 $0 reported 1
Robert Jacques (former) VICE-PRESIDENT2014-2022 5 $0 reported 1

People by year

2025 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY K SWANSON CHAIRMAN2 $0-$0 $01
KATHERINE ANDAN SECRETARY1 $0-$0 $01
ANDREW VARELA DIRECTOR1 $0-$0 $01
KRISTEN WADE DIRECTOR1 $0-$0 $01
2024 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY K SWANSON CHAIRMAN2 $0-$0 $01
KATHERINE ANDAN SECRETARY1 $0-$0 $01
ANDREW VARELA DIRECTOR1 $0-$0 $01
KRISTEN WADE DIRECTOR1 $0-$0 $01
2023 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY K SWANSON CHAIRMAN2 $0-$0 $01
KATHERINE ANDAN SECRETARY1 $0-$0 $01
ANDREW VARELA DIRECTOR1 $0-$0 $01
KRISTEN WADE DIRECTOR1 $0-$0 $01
2022 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY K SWANSON CHAIRMAN2 $0-$0 $01
ROBERT JACQUES VICE-PRESIDENT5 $0-$0 $01
KATHERINE ANDAN SECRETARY1 $0-$0 $01
ANDREW VARELA DIRECTOR1 $0-$0 $01
KRISTEN WADE DIRECTOR1 $0-$0 $01
2021 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY K SWANSON CHAIRMAN2 $0-$0 $01
ROBERT JACQUES VICE-PRESIDENT5 $0-$0 $01
KATHERINE ANDAN SECRETARY1 $0-$0 $01
ANDREW VARELA DIRECTOR1 $0-$0 $01
KRISTEN WADE DIRECTOR1 $0-$0 $01
2020 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY K SWANSON CHAIRMAN2 $0-$0 $01
ROBERT JACQUES VICE-PRESIDENT5 $0-$0 $01
KATHERINE ANDAN SECRETARY1 $0-$0 $01
ANDREW VARELA DIRECTOR1 $0-$0 $01
KRISTEN WADE DIRECTOR1 $0-$0 $01
2019 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY K SWANSON CHAIRMAN2 $0-$0 $01
ROBERT JACQUES VICE-PRESIDENT5 $0-$0 $01
KATHERINE ANDAN SECRETARY1 $0-$0 $01
ANDREW VARELA DIRECTOR1 $0-$0 $01
KRISTEN WADE DIRECTOR1 $0-$0 $01
2018 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY K SWANSON CHAIRMAN2 $0-$0 $01
ROBERT JACQUES VICE-PRESIDENT5 $0-$0 $01
KATHERINE ANDAN SECRETARY1 $0-$0 $01
ANDREW VARELA DIRECTOR1 $0-$0 $01
KRISTEN WADE DIRECTOR1 $0-$0 $01
2017 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY K SWANSON CHAIRMAN2 $0-$0 $01
ROBERT JACQUES VICE-PRESIDENT5 $0-$0 $01
KATHERINE ANDAN SECRETARY1 $0-$0 $01
ANDREW VARELA DIRECTOR1 $0-$0 $01
KRISTEN WADE DIRECTOR1 $0-$0 $01
2016 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY K SWANSON CHAIRMAN2 $0-$0 $01
ROBERT JACQUES VICE-PRESIDENT5 $0-$0 $01
KATHERINE ANDAN SECRETARY1 $0-$0 $01
ANDREW VARELA DIRECTOR1 $0-$0 $01
KRISTEN WADE DIRECTOR1 $0-$0 $01
2015 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY K SWANSON CHAIRMAN2 $0-$0 $01
ROBERT JACQUES VICE-PRESIDENT17 $0-$0 $01
KATHERINE ANDAN SECRETARY1 $0-$0 $01
ANDREW VARELA DIRECTOR1 $0-$0 $01
KRISTEN WADE DIRECTOR1 $0-$0 $01
2014 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY K SWANSON CHAIRMAN2 $0-$0 $01
ROBERT JACQUES VICE-PRESIDENT17 $0-$0 $01
KATHERINE ANDAN SECRETARY1 $0-$0 $01
ANDREW VARELA DIRECTOR1 $0-$0 $01
KRISTEN WADE DIRECTOR1 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 5 grants to organizations · $102K
2024 · 5 grants to organizations · $350K
2023 · 4 grants to organizations · $320K
2022 · 6 grants to organizations · $170K
2021 · 3 grants to organizations · $154K
2020 · 2 grants to organizations · $7K
2019 · 2 grants to organizations · $16K

Listed grants add up to $15,500; the return's “grants paid” expense line says $17,614. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 3 grants to organizations · $89K

Listed grants add up to $88,920; the return's “grants paid” expense line says $96,350. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 2 grants to organizations · $10K

Listed grants add up to $10,500; the return's “grants paid” expense line says $14,402. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 1 grant to organizations · $5K

Listed grants add up to $5,000; the return's “grants paid” expense line says $8,259. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 2 grants to organizations · $110K

Listed grants add up to $110,000; the return's “grants paid” expense line says $115,803. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2014 · 2 grants to organizations · $41K

Listed grants add up to $40,975; the return's “grants paid” expense line says $46,343. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2025 · 1 contributor · $992K
#ContributorTypeCity, stateTotalNoncashSource
1 MARY SWANSON Organization or other PHOENIX, AZ $992,399$992,399 Form 990PF Sch. B, 2025 · filing
2021 · 1 contributor · $2.0M
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT JACQUES & MARY SWANSON Organization or other PHOENIX, AZ $2,014,452$2,014,452 Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $13K
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT JACQUES & MARY SWANSON Organization or other PHOENIX, AZ $12,977- Form 990PF Sch. B, 2020 · filing
2019 · 1 contributor · $29K
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT JACQUES & MARY SWANSON Organization or other PHOENIX, AZ $29,324- Form 990PF Sch. B, 2019 · filing
2018 · 1 contributor · $133K
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT JACQUES & MARY SWANSON Organization or other PHOENIX, AZ $132,618$100,181 Form 990PF Sch. B, 2018 · filing
2017 · 1 contributor · $57K
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT JACQUES & MARY SWANSON Organization or other PHOENIX, AZ $57,423- Form 990PF Sch. B, 2017 · filing
2016 · 1 contributor · $25K
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT JACQUES & MARY SWANSON Organization or other phoenix, AZ $24,533- Form 990PF Sch. B, 2016 · filing
2015 · 1 contributor · $151K
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT JACQUES MARY SWANSON Person PARADISE VALLEY, AZ $150,506- Form 990PF Sch. B, 2015 · filing
2014 · 1 contributor · $46K
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT JACQUES MARY SWANSON Person PARADISE VALLEY, AZ $46,022- Form 990PF Sch. B, 2014 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$1,025,545$108,065 $1,640,044$1,640,044 $992,399- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$26,685$356,668 $1,110,031$1,110,031 $0- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$48,417$325,797 $1,440,014$1,440,014 $2,850- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$12,446$189,999 $1,717,394$1,717,394 $0- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$2,901,925$161,795 $1,903,759$1,903,759 $2,014,452- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$12,980$29,292 $11,905$11,905 $12,977- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$29,357$47,397 $28,217$28,217 $29,324- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$135,797$121,275 $46,257$46,257 $133,308- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$57,787$43,414 $31,735$31,735 $57,784- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$29,484$40,121 $17,362$17,362 $29,483- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$153,508$146,553 $27,999$27,999 $153,506- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$52,832$70,249 $21,044$21,044 $52,830- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
REESE FAMILY FOUNDATIONAZT20 $1,039,425$239,621 PRESIDENT/FO$0 Same NTEE code T20, revenue within 2x, same state, similar name
ROGERS FAMILY FOUNDATIONAZT20 $1,123,249$1,586,387 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
RCB FOUNDATIONAZT20 $1,027,289$952,764 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
ROSENBLUTH FAMILY CHARITABLE FOUNDATIONAZT20 $997,130$1,318,823 CO-PRESIDENT$594,208 Same NTEE code T20, revenue within 2x, same state
ROBERT D FISHER FOUNDATION INCAZT20 $941,514$365,912 President$0 Same NTEE code T20, revenue within 2x, same state
YUMAS EDUCATION SCHOLARSHIP FUND FOR KIDS INCAZT20 $1,092,315$1,009,841 Executive Director$55,000 Same NTEE code T20, revenue within 2x, same state
BIBLE EDUCATION LEGACY FUND INCAZT20 $982,607$508,613 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
SUNA FAMILY FOUNDATIONNYT20 $967,488$1,104,241 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
THE SWANSON FOUNDATIONNDT20 $1,110,353$1,270,737 PHYSICIAN ASSISTANT$129,646 Same NTEE code T20, revenue within 2x, similar name
SHORT FAMILY FOUNDATIONNCT20 $931,700$474,961 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
TOMLINSON FAMILY FOUNDATIONDET20 $1,010,632$1,344,683 Co- Pres, Dir$0 Same NTEE code T20, revenue within 2x, similar name
SWEIGART FAMILY FOUNDATIONPAT20 $1,007,294$97,039 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
JOLY FAMILY FOUNDATIONNYT20 $1,024,879$384,387 PRESIDENT & TREASURER$0 Same NTEE code T20, revenue within 2x, similar name
AMP FAMILY FOUNDATIONILT20 $1,038,875$30,211 DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
LTM FAMILY FOUNDATIONPAT20 $1,046,822$625,704 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
JAS FAMILY FOUNDATIONFLT20 $1,051,301$1,261,946 Trustee$0 Same NTEE code T20, revenue within 2x, similar name
WHM FAMILY FOUNDATIONMTT20 $1,083,590$85,552 Trustee$0 Same NTEE code T20, revenue within 2x, similar name
SCHORR FAMILY FOUNDATIONDET20 $1,054,616$475,545 Trustee$0 Same NTEE code T20, revenue within 2x, similar name
MALL FAMILY FOUNDATIONMIT20 $1,032,290$249,957 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
KATZ FAMILY FOUNDATIONCAT20 $1,013,087$1,045,122 PRESIDENT, CFO (TROUGH 3/28/2025)$0 Same NTEE code T20, revenue within 2x, similar name
KITE FAMILY FOUNDATIONNJT20 $1,044,602$208,983 PRESIDENT & BOARD MEMBER$0 Same NTEE code T20, revenue within 2x, similar name
DUKE FAMILY FOUNDATIONFLT20 $1,000,000$0 DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
RICE FAMILY FOUNDATIONNYT20 $1,064,197$523,399 CORPORATE TRUSTEE$5,923 Same NTEE code T20, revenue within 2x, similar name
FOSTER FAMILY FOUNDATIONILT20 $955,509$2,207,255 TRUSTEE$29,691 Same NTEE code T20, revenue within 2x, similar name
MIAO FAMILY FOUNDATIONCAT20 $953,536$364,256 Founder$0 Same NTEE code T20, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
HAROLD L PERLMAN FAMILY FOUNDATION Private foundation$510,9611 12015–2015 AMP FAMILY FOUNDATION
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$100,0001 12023–2023 BIBLE EDUCATION LEGACY FUND INC
BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation$2,2691 12020–2020 YUMAS EDUCATION SCHOLARSHIP FUND FOR KIDS INC
AMAZONSMILE FOUNDATION Private foundation$2454 12020–2023 YUMAS EDUCATION SCHOLARSHIP FUND FOR KIDS INC
GARY AND COLETTIE@CRANSTON FAMILY CHARITABLE TRUST Private foundation$2001 12018–2018 BORGEN FAMILY FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $108,065 spent · pay $0 · grants $101,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $101,500 93.9%
Other expenses $6,239 5.8%
Taxes $326 0.3%
Total$108,065100%

View the filing

2024 · Form 990PF · $356,668 spent · pay $0 · grants $350,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $350,000 98.1%
Other expenses $6,583 1.8%
Taxes $85 0.0%
Total$356,668100%

View the filing

2023 · Form 990PF · $325,797 spent · pay $0 · grants $320,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $320,000 98.2%
Other expenses $5,644 1.7%
Taxes $153 0.0%
Total$325,797100%

View the filing

2022 · Form 990PF · $189,999 spent · pay $0 · grants $170,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $170,000 89.5%
Taxes $11,534 6.1%
Other expenses $5,615 3.0%
Fees: accounting $2,850 1.5%
Total$189,999100%

View the filing

2021 · Form 990PF · $161,795 spent · pay $0 · grants $154,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $154,000 95.2%
Other expenses $4,656 2.9%
Taxes $1,639 1.0%
Fees: accounting $1,500 0.9%
Total$161,795100%

View the filing

2020 · Form 990PF · $29,292 spent · pay $0 · grants $7,000 · events $0
LineAs describedTotalShare
Occupancy $16,857 57.5%
Contributions, gifts, grants paid $7,000 23.9%
Other expenses $3,735 12.8%
Fees: accounting $1,700 5.8%
Total$29,292100%

View the filing

2019 · Form 990PF · $47,397 spent · pay $0 · grants $17,614 · events $0
LineAs describedTotalShare
Occupancy $22,728 48.0%
Contributions, gifts, grants paid $17,614 37.2%
Other expenses $2,922 6.2%
Fees: accounting $2,500 5.3%
Taxes $1,500 3.2%
Fees: legal $133 0.3%
Total$47,397100%

View the filing

2018 · Form 990PF · $121,275 spent · pay $0 · grants $96,350 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $96,350 79.4%
Occupancy $20,500 16.9%
Fees: accounting $2,300 1.9%
Other expenses $2,125 1.8%
Total$121,275100%

View the filing

2017 · Form 990PF · $43,414 spent · pay $0 · grants $14,402 · events $0
LineAs describedTotalShare
Occupancy $20,205 46.5%
Contributions, gifts, grants paid $14,402 33.2%
Other expenses $6,307 14.5%
Fees: accounting $2,500 5.8%
Total$43,414100%

View the filing

2016 · Form 990PF · $40,121 spent · pay $0 · grants $8,259 · events $0
LineAs describedTotalShare
Occupancy $17,071 42.5%
Other expenses $12,091 30.1%
Contributions, gifts, grants paid $8,259 20.6%
Fees: accounting $2,700 6.7%
Total$40,121100%

View the filing

2015 · Form 990PF · $146,553 spent · pay $0 · grants $115,803 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $115,803 79.0%
Occupancy $16,592 11.3%
Other expenses $11,206 7.6%
Fees: accounting $2,700 1.8%
Printing and publications $252 0.2%
Total$146,553100%

View the filing

2014 · Form 990PF · $70,249 spent · pay $0 · grants $46,343 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $46,343 66.0%
Occupancy $16,843 24.0%
Other expenses $4,363 6.2%
Fees: accounting $2,700 3.8%
Total$70,249100%

View the filing