Annette & Sam & Jack Swirnberg Charitable
Annette & Sam & Jack Swirnberg Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 3 grants totaling $85K. Net investment income was $372K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.0M
+0.9% YoY
Annual Giving
$85K
+3.7% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$28K
+38.2% YoY
Under IRS private-foundation payout rules, Annette & Sam & Jack Swirnberg Charitable reported a distributable amount of $101K for 2024 — the minimum it must pay out in qualifying distributions.
About Annette & Sam & Jack Swirnberg Charitable
Based on IRS filings
Annette & Sam & Jack Swirnberg Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 3 grants totaling $85K. Net investment income was $372K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,990,298 | $1,972,844 | $2,062,606 |
| Revenue | $143,488 | $34,343 | $36,541 |
| Expenses | $123,533 | $124,200 | $135,027 |
| Qualifying Distributions | $102,950 | $99,143 | $112,855 |
| Net Investment Income | $371,695 | $34,871 | $333,010 |
| Distributable Amount | $101,148 | $101,221 | $100,996 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
17 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Village Initiative ($50,000), Cleveland College Foundation ($30,000), Carry the Cross Ministries ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CARRY THE CROSS MINISTRIES KANSAS CITY, KS | UNRESTRICTED GENERAL | $5,000 |
| CLEVELAND COLLEGE FOUNDATION OVERLAND PARK, KS | HEALTH & ACTIVE LIFESTYLES | $30,000 |
| VILLAGE INITIATIVE KANSAS CITY, KS | TRANSITIONAL HOUSING | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $30,159 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Annette & Sam & Jack Swirnberg Charitable?
Annette & Sam & Jack Swirnberg Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $2.0M in total assets as of 2024.
How large is Annette & Sam & Jack Swirnberg Charitable?
As of 2024, Annette & Sam & Jack Swirnberg Charitable holds $2.0M in total assets with $143K in annual revenue. It awarded 3 grants totaling $85K in 2024.
Where does Annette & Sam & Jack Swirnberg Charitable operate?
Annette & Sam & Jack Swirnberg Charitable has awarded grants in Illinois, Kansas, Missouri.
What size grants does Annette & Sam & Jack Swirnberg Charitable award?
In 2024, Annette & Sam & Jack Swirnberg Charitable awarded 3 grants totaling $85K — an average of about $28K per grant, based on its IRS Form 990 filings.
How much is Annette & Sam & Jack Swirnberg Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Annette & Sam & Jack Swirnberg Charitable reported a distributable amount of $101K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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