Ann C Sweeney Charitable Trust
Ann C Sweeney Charitable Trust is a private foundation, based in Michigan City, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $318K in total assets. In 2025, it awarded 6 grants totaling $17K. Net investment income was $23K.
Ann C Sweeney Charitable Trust at a glance
In short: Ann C Sweeney Charitable Trust gave $17K across 6 grants in 2025 (avg $3K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $17,319
- +2.2% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $2,887
- +2.2% vs 2024
- Median grant
- $2,887
- Total assets
- $317,748
- +1.7% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Ann C Sweeney Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Trinity Church ($3K). Together the top 6 received $17K.
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 27 grants of 27 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Ann C Sweeney Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $5K (2020) to $20K (2022). In 2025 it made 6 grants totaling $17K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Trinity Church Michigan City, IN | Church Maintenance | $2,887 |
| Open Door Community Alliance Michigan City, IN | Assistance for Adolescent | $2,887 |
| Salvation Army Michigan City, IN | Assistance for Needy | $2,887 |
| Service League of Michigan City Michigan City, IN | Assistance for Medical | $2,886 |
| Carey Rose Winski Charitable Trust Michigan City, IN | Scholarships for Dance | $2,886 |
| Samaritan Center of Michigan City Michigan City, IN | Personal Counseling & | $2,886 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $317,748 | $28,127 | $22,930 | $17,319 | 6 | $17,319 | $22,567 | $18,032 |
| 2024 | $312,557 | $15,014 | $22,168 | $16,948 | 6 | $16,948 | $9,679 | $17,319 |
| 2023 | $319,707 | $-17,802 | $24,245 | $19,379 | 6 | $19,379 | $4,741 | $16,948 |
| 2022 | $357,315 | $24,738 | $26,748 | $19,636 | 6 | $19,636 | $17,626 | $19,379 |
| 2021 | $354,362 | $23,789 | $22,781 | $18,052 | 3 | — | $19,060 | $20,039 |
| 2020 | $346,814 | $12,052 | $19,730 | $4,517 | 3 | — | $6,633 | $17,649 |
Under IRS private-foundation payout rules, Ann C Sweeney Charitable Trust reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ann C Sweeney Charitable Trust is led by Horizon Trust Investment Manageme, Trustee on every filing since 2023 — the only officer listed, and compensated.
Officers on the 2025 filing
Horizon Trust Investment Manageme
Trustee
On filings since 2023
4 hrs/week
$4K (2023) → $5K (2025)
Former officers (1)
- Former: Horizon Trust & Investment Manageme T. (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to Horizon Trust Investment Manageme (Trustee).
Frequently asked questions about Ann C Sweeney Charitable Trust
How much does Ann C Sweeney Charitable Trust give each year?
Ann C Sweeney Charitable Trust gave $17K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 6 grants.
What is Ann C Sweeney Charitable Trust's typical grant size?
Ann C Sweeney Charitable Trust's median grant in 2025 was $2,887, and its average grant was $2,887, across 6 grants on its 2025 IRS Form 990-PF.
Where does Ann C Sweeney Charitable Trust give grants?
Ann C Sweeney Charitable Trust gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Michigan City, IN (6 grants).
Does Ann C Sweeney Charitable Trust give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on Ann C Sweeney Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.
Who are Ann C Sweeney Charitable Trust's largest grantees?
Ann C Sweeney Charitable Trust's largest 2025 grantees include Trinity Church ($2,887), Open Door Community Alliance ($2,887) and Salvation Army ($2,887), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Ann C Sweeney Charitable Trust?
Ann C Sweeney Charitable Trust reported $318K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Ann C Sweeney Charitable Trust's EIN?
Ann C Sweeney Charitable Trust's EIN (Employer Identification Number) is 35-1808523. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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