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.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$318K
+1.7% YoY
Annual Giving
$17K
+2.2% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$3K
+2.2% YoY
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.
About Ann C Sweeney Charitable Trust
Based on IRS filings
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.
Ready to take the next step with Ann C Sweeney Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $317,748 | $312,557 | $319,707 |
| Revenue | $28,127 | $15,014 | $-17,802 |
| Expenses | $22,930 | $22,168 | $24,245 |
| Qualifying Distributions | $17,319 | $16,948 | $19,379 |
| Net Investment Income | $22,567 | $9,679 | $4,741 |
| Distributable Amount | $18,032 | $17,319 | $16,948 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
Grant Size Distribution
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Trinity Church ($2,887), Open Door Community Alliance ($2,887), Salvation Army ($2,887).
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HORIZON TRUST INVESTMENT MANAGEME | TRUSTEE | 4 | $4,637 |
Frequently Asked Questions
How large is Ann C Sweeney Charitable Trust?
As of 2025, Ann C Sweeney Charitable Trust holds $318K in total assets with $28K in annual revenue. It awarded 6 grants totaling $17K in 2025.
Where does Ann C Sweeney Charitable Trust operate?
Ann C Sweeney Charitable Trust has awarded grants in Indiana.
What size grants does Ann C Sweeney Charitable Trust award?
In 2025, Ann C Sweeney Charitable Trust awarded 6 grants totaling $17K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Ann C Sweeney Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Ann C Sweeney Charitable Trust reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Ann C Sweeney Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Unity Foundation of La Porte County
MICHIGAN CITY, IN
Assets
$51.5M
Grants
59
Total Given
$1.1M
Michigan City Community Enrichment Corporation
MICHIGAN CITY, IN
Assets
$218K
Grants
46
Total Given
$739K
The Barker Welfare Foundation
PALM BEACH GARDENS, FL
Assets
—
Grants
167
Total Given
$1.8M
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Lilly Endowment Inc
INDIANAPOLIS, IN
Assets
$79.9B
Grants
1,808
Total Given
$2.3B
Central Indiana Community Foundation Inc
INDIANAPOLIS, IN
Assets
$583.5M
Grants
525
Total Given
$31.1M
United Way of Central Indiana Inc
INDIANAPOLIS, IN
Assets
$255.2M
Grants
370
Total Given
$29.9M
Lumina Foundation for Education Inc
INDIANAPOLIS, IN
Assets
$1.5B
Grants
357
Total Given
$30.0M
Round Room Gives Inc
FISHERS, IN
Assets
$1.4M
Grants
357
Total Given
$1.8M
University of Notre Dame du Lac
NOTRE DAME, IN
Assets
$26.7B
Grants
356
Total Given
$42.0M
Indianapolis Center for Congregations Inc
INDIANAPOLIS, IN
Assets
$62.6M
Grants
336
Total Given
$7.6M
Nina Mason Pulliam Charitable Trust
INDIANAPOLIS, IN
Assets
$441.1M
Grants
328
Total Given
$22.7M
More Funders in Indiana
Data last updated April 2026. Sourced from IRS Form 990-PF filings.