Balch Edwin Swift Decd T W

SAINT LOUIS, MO EIN: 23-6217024

Balch Edwin Swift Decd T W is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.0M in total assets. In 2024, it awarded 1 grants totaling $400K. Net investment income was $359K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.0M

-0.7% YoY

Annual Giving

$400K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$400K

+0.0% YoY

Under IRS private-foundation payout rules, Balch Edwin Swift Decd T W reported a distributable amount of $451K for 2024 — the minimum it must pay out in qualifying distributions.

About Balch Edwin Swift Decd T W

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $2.1M (100%)

States

Pennsylvania

Cities

Philadelphia

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$6,951,686	$7,002,247	$7,350,862
Revenue	$452,841	$147,760	$199,791
Expenses	$503,301	$493,990	$554,257
Qualifying Distributions	$410,849	$410,216	$460,500
Net Investment Income	$359,408	$113,483	$128,576
Distributable Amount	$450,695	$413,038	$428,480

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Historical Society of Pa ($400,000).

Recipient	Purpose	Amount
THE HISTORICAL SOCIETY OF PA PHILADELPHIA, PA	GENERAL OPERATING	$400,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$97,475

Frequently Asked Questions

How large is Balch Edwin Swift Decd T W?

As of 2024, Balch Edwin Swift Decd T W holds $7.0M in total assets with $453K in annual revenue. It awarded 1 grants totaling $400K in 2024.

Where does Balch Edwin Swift Decd T W operate?

Balch Edwin Swift Decd T W has awarded grants in Pennsylvania.

What size grants does Balch Edwin Swift Decd T W award?

In 2024, Balch Edwin Swift Decd T W awarded 1 grants totaling $400K — an average of about $400K per grant, based on its IRS Form 990 filings.

How much is Balch Edwin Swift Decd T W required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Balch Edwin Swift Decd T W reported a distributable amount of $451K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.