Funder DirectorySWENSON FAMILY FOUNDATION
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Private foundation (trust)EIN 330603766Est. 1994-06

SWENSON FAMILY FOUNDATION

ORANGE, CA 92859

Total Assets

$91.4M

FY 2024

Annual Giving

$6.0M

FY 2024

Grants Made

36

FY 2024

Avg Grant

$165K

FY 2024

Grant Range

$5K–$1.6M

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$3.9M

Total Expenses

$6.3M

Qualifying Distributions

$6.0M

Distributable Amount

$4.6M

Min. Investment Return

$4.7M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

36 grants

Grant sizes from minimum $5K through median $50K to maximum $1.6M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $9.4M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

165 grants

UNIVERSITY OF WISCONSIN SUPERIOR FOUNDATION INC
$6.5M
11 grants
UNIVERSITY MN DULUTH
$6.4M
14 grants
CALIFORNIA LUTHERAN UNIVERSITY
$5.4M
22 grants
BIG SKY BIBLE CHURCH
$3.5M
3 grants
GLORIA DEI LUTHERAN CHURCH
$2.7M
7 grants
CHAPMAN UNIVERSITY
$2.0M
5 grants
FRIENDS OF HOLY INNOCENTS
$2M
4 grants
CHOC CHILDREN'S FOUNDATION
$2.0M
9 grants

Grant Size Distribution

165 grants

<$10K
11
grants
$10–50K
69
grants
$50–250K
48
grants
$250K–1M
30
grants
$1–5M
7
grants
$5M+

Geographic Focus

12 states

California
$18.0M
49% of total
Wisconsin
$7.5M
20% of total
Minnesota
$7.0M
19% of total
Montana
$3.5M
9% of total
District of Columbia
$200K
1% of total
Alabama
$167K
0% of total
Missouri
$138K
0% of total
Illinois
$129K
0% of total
Oregon
$100K
0% of total
Utah
$76K
0% of total

+2 more states

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SWENSON FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo