The Swensrud Iv Foundation Inc
BOSTON, MA EIN: 85-0831309
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$168K
-1.3% YoY
Annual Giving
$9K
-7.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$9K
-7.0% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $168,333 | $170,487 | $186,658 |
| Revenue | $10,308 | $-1,498 | $-28,207 |
| Expenses | $12,502 | $14,489 | $14,266 |
| Qualifying Distributions | $9,300 | $10,000 | $10,000 |
| Net Investment Income | $9,465 | $3,239 | $1,544 |
| Distributable Amount | $9,270 | $8,698 | $10,269 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does The Swensrud Iv Foundation Inc fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BIANCA E SWEGLER | PRESIDENT | 0.5 | — |
| LAURA G SOMOGIE | VICE PRESIDENT | 0.5 | — |
| GRAHAM W ANTHONY | TREASURER | 0.5 | — |
| HANNAH R SOMOGIE | CLERK | 0.5 | — |
| AMBER ANTHONY | DIRECTOR | 0.5 | — |
| COLIN D SOMOGIE | DIRECTOR | 0.5 | — |
| DREW R ANTHONY | DIRECTOR | 0.5 | — |
| J BLAKE SWEGLER | DIRECTOR | 0.5 | — |
| PRISCILLA D SOMOGIE | DIRECTOR | 0.5 | — |
| SARAH E SOMOGIE | DIRECTOR | 0.5 | — |
| JESSICA A SOMOGIE | DIRECTOR | 0.5 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Texas $21K (52%)
Pennsylvania $10K (24%)
South Carolina $10K (24%)
Cities
CoppellIrvingPhiladelphiaSpartanburg
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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