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DUANE R. AND CAROLYN A. SWANSON FAMILY FOUNDATION, INC. - Florida Company Profile

Company Details

Entity Name: DUANE R. AND CAROLYN A. SWANSON FAMILY FOUNDATION, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 30 Nov 2021 (3 years ago)
Document Number: N21000013644
FEI/EIN Number 87-4145801

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 16451 HealthPark Commons Dr, Fort Myers, FL, 33908, US
Mail Address: 15880 Summerlin Rd #300 PMB 312, FORT MYERS, FL, 33908, US
ZIP code: 33908
County: Lee
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
SWANSON CAROLYN A Director 4810 LAUREL LANE, FORT MYERS, FL, 33908
NICHOLS EMILY Director 15461 CATALPA COVE LANE, FORT MYERS, FL, 33908
SWANSON-BOTYOS SHELLEY Director 1384 LANDMARK COURT, FORT MYERS, FL, 33919
SWANSON DUANE R Director 4806 LAUREL LANE, FORT MYERS, FL, 33908
WHITLEY STEVEN R Agent 16451 HealthPark Commons Dr, Fort Myers, FL, 33908
SWANSON MARK W Director 5911 W. RIVERSIDE DRIVE, FORT MYERS, FL, 33919
WHITLEY STEVEN A Director 15880 Summerlin Rd #300 PMB 312, FORT MYERS, FL, 33908

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-03-08 16451 HealthPark Commons Dr, Ste 107, Fort Myers, FL 33908 -
CHANGE OF MAILING ADDRESS 2024-03-08 16451 HealthPark Commons Dr, Ste 107, Fort Myers, FL 33908 -
REGISTERED AGENT ADDRESS CHANGED 2024-03-08 16451 HealthPark Commons Dr, Ste 107, Fort Myers, FL 33908 -

Documents

Name Date
ANNUAL REPORT 2025-01-22
ANNUAL REPORT 2024-03-08
ANNUAL REPORT 2023-02-23
ANNUAL REPORT 2022-02-03
Domestic Non-Profit 2021-11-30

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
87-4145801 Corporation Unconditional Exemption 5249 SUMMERLIN COMMONS BLVD STE 100, FORT MYERS, FL, 33907-2165 2022-07
In Care of Name % STEVEN R WHITLEY
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private non-operating foundation
Tax Period 2022-12
Asset 500,000 to 999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Dec
Asset Amount 863176
Income Amount 1650785
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Determination Letter

Final Letter(s) FinalLetter_87-4145801_DUANERANDCAROLYNASWANSONFAMILYFOUNDATIONINC_03172022_00.tif

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name DUANE R AND CAROLYN A SWANSON FAMILY FOUNDATION INC
EIN 87-4145801
Tax Period 202212
Filing Type E
Return Type 990PF
File View File
Organization Name DUANE R AND CAROLYN A SWANSON FAMILY FOUNDATION INC
EIN 87-4145801
Tax Period 202112
Filing Type E
Return Type 990PF
File View File

Date of last update: 02 Apr 2025

Sources: Florida Department of State