Carl a & Theresa K Swafford Foundation Inc
Carl a & Theresa K Swafford Foundation Inc is a private foundation based in Murfreesboro, Tennessee. Its 2025 filing reports grants to religious organizations, charities, and educational organizations, with recipients in several southeastern states.
Key facts about Carl a & Theresa K Swafford Foundation Inc
In short: Carl a & Theresa K Swafford Foundation Inc gave $149K across 18 grants in 2025 (avg $8K), top state Alabama. 19% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 62-6039681
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $148,855
- Grants made (2025)
- 18
- Average grant
- $8,270
- Median grant
- $6,000
- New grantees (estimate)
- 19% first-time grantees (3 of 16, 2025; small sample)
- Total assets
- $2,944,521
- Primary geography
- Alabama (41% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.9M
+8.2% YoY
Annual Giving
$149K
-16.6% YoY
Grant Count
18
-40.0% YoY
Avg Grant Size
$8K
+39.0% YoY
Under IRS private-foundation payout rules, Carl a & Theresa K Swafford Foundation Inc reported a distributable amount of $128K for 2025 — the minimum it must pay out in qualifying distributions.
Is Carl a & Theresa K Swafford Foundation Inc open to new grantees?
19%
first-time grantees, 2025
In 2025, 3 of 16 grantees (19%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $10K; repeat grants $9K. How we count
Medians: $10K first-time, $5K repeat.
- 75% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 116% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No overarching mission statement is provided. The foundation’s 2023 filing says it supported various religious functions of Swafford Chapel, the functions of Orange Beach Fishing Association, and S Baldwin Scouting Association.
Its 2025 grants included religious support, public charity, public school support, public university, and community charity. One recipient, The Mission Inc, received $500. The grantee describes its mission as meeting the needs of people who are “lost, hurting and broken” in North Mississippi, equipping people to walk in freedom and victory, and working alongside local churches to train believers to serve others.
Grantmaking
In filing year 2025, the foundation reported 18 grants totaling $148,855. Grants ranged from $500 to $30,000, with a median of $6,000.
Among the larger reported grants were $30,000 to Swafford Chapel in Pikeville, Tennessee, for religious support; $30,000 to Child Christian Svcs in Gulf Shores, Alabama, for public charity; $20,000 to Second Presby Church in Memphis, Tennessee, for religious support; and $10,000 each to Oak Hill Academy in West Point, Mississippi, for public school support, and Sanctuary at Horse Hammock in Sebring, Florida, for community charity.
How to Apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with Carl a & Theresa K Swafford Foundation Inc?
Geographic Focus
Where this funder awards grants
In 2025, recipients in Alabama received 41% of grant dollars, those in Tennessee 34%, Mississippi 15%, Florida 7%, and Kentucky 3%.
Grant Distribution by State
Share of 2025 grant dollars across all 18 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $116K (2021) to $178K (2024). In 2025 it made 18 grants totaling $149K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Swafford Chapel ($30K). Together the top 10 received $145K.
Grant Size Distribution
116 grants across all recorded years
The most common grant size was under $50K: 116 grants of 116 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Swafford Chapel Pikeville, TN | Religious Support | $30,000 |
| Child Christian Svcs Gulf Shores, AL | Public Charity | $30,000 |
| Second Presby Church Memphis, TN | Religious Support | $20,000 |
| Oak Hill Academy West Point, MS | Public School Support | $10,000 |
| Sanctuary at Horse Hammock Sebring, FL | Community Charity | $10,000 |
| University of Miss Oxford, MS | Public University | $9,600 |
| Mystical Order of Aurora Summerdale, AL | Community Charity | $8,355 |
| Mystical Order of Aurora Summerdale, AL | Community Charity | $8,350 |
| Mystical Order of Aurora Summerdale, AL | Community Charity | $7,000 |
| American Heart Assoc Orange Beach, AL | National Public Charity | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $2,944,521 | $393,505 | $165,831 | $148,855 |
| 2024 | $2,720,277 | $189,347 | $193,314 | $178,479 |
| 2023 | $2,758,441 | $170,892 | $168,192 | $149,710 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,944,521 | $2,720,277 | $2,758,441 |
| Revenue | $393,505 | $189,347 | $170,892 |
| Expenses | $165,831 | $193,314 | $168,192 |
| Qualifying Distributions | $148,855 | $175,200 | — |
| Net Investment Income | $380,425 | $175,867 | $158,648 |
| Distributable Amount | $128,345 | $133,418 | $128,300 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 22, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 1, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 4, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Carl A Swafford Jr as president and Julia Ann March and Carl A Swafford III as vice presidents.
Carl a & Theresa K Swafford Foundation Inc is led by CARL A SWAFFORD Jr., President on every filing since 2019; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
CARL A SWAFFORD Jr.
President
On filings since 2019
10 hrs/week
$6K (2019) → $0 (2025)
Carl A. Swafford III
Vice President
On filings since 2019
5 hrs/week
$6K (2022) → $6K (2025)
Julia Ann March
Vice President
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (2)
- Former: Julia Ann Swafford (2019–2024) — Vice President
- Former: Ann Swafford (2019–2020) — Secretary
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 $6K, to Carl a Swafford III (Vice President).
Contact
Mailing address: 2809 Bertram Court, Murfreesboro, TN 37129
Frequently asked questions about Carl a & Theresa K Swafford Foundation Inc
How much does Carl a & Theresa K Swafford Foundation Inc give each year?
Carl a & Theresa K Swafford Foundation Inc gave $149K across 18 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $178K across 30 grants.
What is Carl a & Theresa K Swafford Foundation Inc's typical grant size?
Carl a & Theresa K Swafford Foundation Inc's median grant in 2025 was $6,000, and its average grant was $8,270, across 18 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Carl a & Theresa K Swafford Foundation Inc that year got $10K on average.
Where does Carl a & Theresa K Swafford Foundation Inc give grants?
Carl a & Theresa K Swafford Foundation Inc's top state is Alabama, with 41% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Tennessee (34%) and Mississippi (15%). The most frequent recipient cities were Summerdale, AL (3 grants), Orange Beach, AL (3 grants), Gulf Shores, AL (2 grants) and Oxford, MS (2 grants).
Does Carl a & Theresa K Swafford Foundation Inc give general operating support?
Not in 2025: none of the 18 grants with a stated purpose on Carl a & Theresa K Swafford Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Public Charity" (6 grants) and "Community Charity" (4 grants).
Who are Carl a & Theresa K Swafford Foundation Inc's largest grantees?
Carl a & Theresa K Swafford Foundation Inc's largest 2025 grantees include Swafford Chapel ($30,000), Child Christian Svcs ($30,000) and Mystical Order of Aurora ($23,705 across 3 grants), according to its 2025 IRS Form 990-PF. Together they received 56% of its itemized 2025 grant dollars.
How large is Carl a & Theresa K Swafford Foundation Inc?
Carl a & Theresa K Swafford Foundation Inc reported $2.9M in total assets on its 2025 IRS Form 990-PF. It paid out $149K in qualifying distributions that year, against a required minimum of $128K (roughly 5% of its investment assets).
What does Carl a & Theresa K Swafford Foundation Inc fund?
No overarching mission statement is provided. The foundation’s 2023 filing says it supported various religious functions of Swafford Chapel, the functions of Orange Beach Fishing Association, and S Baldwin Scouting Association. See mission & focus areas ↑
How do I apply for a grant from Carl a & Theresa K Swafford Foundation Inc?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Carl a & Theresa K Swafford Foundation Inc's EIN?
Carl a & Theresa K Swafford Foundation Inc's EIN (Employer Identification Number) is 62-6039681. IRS Form 990 filing data is available on this page for 2019–2025.
Does Carl a & Theresa K Swafford Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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