The information for Swalm Foundation is as of the organization's most recent filing in November '21. This organization is located in Wellington, TX. It has been in existence for 41 years, following its founding in 1980.
The IRS classifies organizations according to the National Taxonomy of Exempt Entities (NTEE) system. The NTEE system helps the IRS assign a 3-character code to each organization to describe the organization's activities.
The Swalm Foundation's NTEE code is T20. This means that the organization is classified as a Philanthropy, Voluntarism & Grantmaking Foundation. The NTEE code also indicates that the Swalm Foundation is a Private Grantmaking Foundation. Private Grantmaking Foundations are nongovernmental, nonprofit organizations that have funds and programs managed by their own trustees or directors. These foundations are established to maintain or aid social, educational, religious, or other charitable activities that serve the common welfare, primarily through grantmaking. Additionally, the Swalm Foundation is classified under Section Code 3, which encompasses Religious, Educational, Charitable, Scientific, Literary, Testing for Public Safety, to Foster National or International Amateur Sports Competition, or Prevention of Cruelty to Children or Animals Organizations.
Our dataset includes two years of grant history for the Swalm Foundation. Over these two years, they have awarded a total of 16 grants, with an average check size of $1,020,047. The organization most frequently awards grants in the state of Texas (15) and Ohio (1). In terms of NTEE sectors, the Swalm Foundation has awarded grants in the Philanthropy, Voluntarism & Grantmaking Foundations sector (3) and the Youth Development sector (2).
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Valeri White Pres/treasur | 0 | $0 | |
Billy C Ward Director | 0 | $0 | |
Lisa Frantz Vice-Pres/se | 0 | $0 | |
Pat White Director | 0 | $0 |
Statement of Revenue | |
---|---|
Contributions, Gifts, Grants & Similar | $0 |
Interest on Savings | $19 |
Dividends & Interest | $54,933 |
Profit on Inventory Sales | $0 |
Other Income | -$1,975,008 |
Total Revenue | -$6,959,287 |
Statement of Expenses | |
---|---|
Compensation of officers, directors, trustees, etc | $0 |
Pension plans, employee benefits | $0 |
Depreciation | $0 |
Occupancy | $0 |
Travel, conferences, and meetings | $0 |
Printing and publications | $0 |
Total operating and administrative expenses | $4,137,526 |
Contributions, gifts, grants paid | $0 |
Total expenses and disbursements | $4,137,526 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $0 |
Investments—mortgage loans | $0 |
Investments—other | $0 |
Other assets | $516,108 |
Mortgages and other notes payable | $0 |
Other liabilities | $0 |
Over the last fiscal year, Swalm Foundation has awarded $16,041,319 in support to 6 organizations.
Grant Recipient | Amount |
---|---|
Amarillo, TX PURPOSE: COMMUNITY FUNDING | $4,000,000 |
BRAZOS COMMUNITY FOUNDATION PURPOSE: COMMUNITY FUNDING | $4,000,000 |
Georgetown, TX PURPOSE: COMMUNITY FUNDING | $4,000,000 |
FIDELITY CHARITABLE GIFT FUND PURPOSE: COMMUNITY FUNDING | $4,000,000 |
Brenham, TX PURPOSE: PROGRAM FUNDING | $21,319 |
PARTNERS FOR HARRIS COUNTY CHILDREN PURPOSE: OPERATIONS | $20,000 |
Organization Name | Assets | Revenue |
---|---|---|
Penner Family Foundation Bentonville, AR | $146,107,822 | $15,983,833 |
Scharbauer Foundation Inc Midland, TX | $271,051,602 | $69,061,413 |
Wildcat Foundation Fort Worth, TX | $836,895 | $18,132,970 |
A Earl & Frances E Ziegler Foundation Norman, OK | $1,886,858 | $25,634,422 |
Eugene Mcdermott Foundation Dallas, TX | $220,528,387 | $97,884,779 |
Henderson-Wessendorff Foundation Richmond, TX | $228,160,288 | $17,605,762 |
Walter E Heller Foundation Dallas, TX | $0 | $637,126 |
Carl & Marilynn Thoma Foundation Dallas, TX | $0 | $929,287 |
Beloved In Christ Foundation Austin, TX | $172,986,617 | $3,113,726 |
The Kathryn H Craig Stephen Dudley Heard And Lillie D Heard Memorial Dallas, TX | $1,384 | -$449,918 |
Carroll Petrie Foundation Santa Fe, NM | $306,631,944 | $55,176,464 |
Hamill Foundation Houston, TX | $203,029,849 | $39,782,936 |