C G Swebilius Res Tr Uw
C G Swebilius Res Tr Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11.8M in total assets. In 2024, it awarded 1 grants totaling $650K. Net investment income was $602K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$11.8M
-1.3% YoY
Annual Giving
$650K
+8.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$650K
+8.3% YoY
About C G Swebilius Res Tr Uw
Based on IRS filings
C G Swebilius Res Tr Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11.8M in total assets. In 2024, it awarded 1 grants totaling $650K. Net investment income was $602K.
Ready to take the next step with C G Swebilius Res Tr Uw?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $11,845,958 | $11,997,967 | $12,035,808 |
| Revenue | $730,906 | $762,294 | $762,530 |
| Expenses | $870,087 | $809,828 | $870,544 |
| Qualifying Distributions | $736,722 | $675,579 | $727,475 |
| Net Investment Income | $601,647 | $643,414 | $631,649 |
| Distributable Amount | $707,449 | $664,953 | $684,537 |
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
No grants recorded for .
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 | $87,042 |
| STEPHEN HOTCHKISS | TRUSTEE | 1 | $55,098 |
| JOHN F BRENNAN III | TRUSTEE | 1 | $55,098 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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