Annette & Sam & Jack Swirnberg Charitable
Annette & Sam & Jack Swirnberg Charitable is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 1 grant totaling $85K. Net investment income was $132K.
Annette & Sam & Jack Swirnberg Charitable at a glance
In short: Annette & Sam & Jack Swirnberg Charitable gave $85K across 1 grant in 2025 (avg $85K), mostly in Kansas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $85,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- -66.7% vs 2024
- Average grant
- $85,000
- +200.0% vs 2024
- Median grant
- $85,000
- Total assets
- $2,010,908
- +1.0% vs 2024
- Primary geography
- Kansas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Annette & Sam & Jack Swirnberg Charitable funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Advent Health Kansas City Foundation ($85K).
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 13 grants of 15 (87%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Annette & Sam & Jack Swirnberg Charitable gives
- Giving held roughly steady from 2022 to 2025 (−11%). 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 2019 to 2025, annual grant giving ranged from $82K (2023) to $95K (2022). In 2025 it made 1 grant totaling $85K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Advent Health Kansas City Foundation Merriam, KS | Grant for Nicu Equipment | $85,000 |
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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 | $2,010,908 | $153,644 | $134,062 | $85,000 | 1 | $103,418 | $132,294 | $107,586 |
| 2024 | $1,990,298 | $143,488 | $123,533 | $85,000 | 3 | $102,950 | $371,695 | $101,148 |
| 2023 | $1,972,844 | $34,343 | $124,200 | $82,000 | 4 | $99,143 | $34,871 | $101,221 |
| 2022 | $2,062,606 | $36,541 | $135,027 | $95,000 | 3 | $112,855 | $333,010 | $100,996 |
| 2021 | $2,182,243 | $285,361 | $134,307 | $85,000 | 4 | $104,225 | $262,661 | $114,389 |
| 2020 | $2,030,826 | $335,651 | $126,520 | $90,000 | 3 | — | $364,130 | $101,096 |
| 2019 | $1,823,245 | $154,153 | $134,746 | $92,000 | 3 | — | $134,633 | $108,663 |
Under IRS private-foundation payout rules, Annette & Sam & Jack Swirnberg Charitable reported a distributable amount of $108K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Annette & Sam & Jack Swirnberg Charitable's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$32K (2021) → $31K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $31K, to Bank of America (Trustee).
Frequently asked questions about Annette & Sam & Jack Swirnberg Charitable
How much does Annette & Sam & Jack Swirnberg Charitable give each year?
Annette & Sam & Jack Swirnberg Charitable gave $85K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $85K across 3 grants.
How large is Annette & Sam & Jack Swirnberg Charitable?
Annette & Sam & Jack Swirnberg Charitable reported $2.0M in total assets on its 2025 IRS Form 990-PF. It paid out $103K in qualifying distributions that year, against a required minimum of $108K (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.
Where does Annette & Sam & Jack Swirnberg Charitable operate?
Annette & Sam & Jack Swirnberg Charitable has awarded grants in Illinois, Kansas, Missouri.
What is Annette & Sam & Jack Swirnberg Charitable's EIN?
Annette & Sam & Jack Swirnberg Charitable's EIN (Employer Identification Number) is 30-6268265. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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