Edward F Swinney Trust

DALLAS, TX EIN: 44-6009264

The Edward F. Swinney Trust is a private foundation based in Dallas, Texas, established in 1946 in Missouri. It operates as an independent foundation with a primary focus on charitable and educational giving. The trust is managed by Bank of America, which serves as trustee.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$1.2M

+0.0% YoY

Grant Count

17

-19.0% YoY

Avg Grant Size

$71K

+23.5% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The trust's stated purpose is to further and develop local charitable and educational purposes. Primary funding interests include:

  • Mental health
  • Higher education
  • Hospitals and rehabilitation
  • Health and welfare programs
  • Community action programs
  • Arts and humanities projects
  • Demonstration and experimental projects
  • Extension and improvement of human services
  • Education and training in community service

The trust also provides interest support for student loans granted under IRC section 4945(g).

Grantmaking

The trust accepts applications from nonprofit organizations.

Grant Range

$8,000 - $250,000

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Geographic Focus

Where this funder awards grants

The trust provides financial support to various cities in Missouri, including Columbia, Independence, Kansas City, North Kansas City, Raytown, St. Joseph, and St. Louis.

Grant Distribution by State

2states

Cities

BOSTONCOLUMBIAINDEPENDENCEKANSAS CITYN KANSAS CITYRAYTOWNSPRINGFIELDST JOSEPHST LOUIS

Financial History

Multi-year comparison from IRS filings

As of 2024:

  • Total assets: $21,061,513
  • Total revenue: $1,639,503
  • Total expenses: $1,424,136
  • Net income: $215,367
  • Total liabilities: $0
  • Giving rate: 5.7% of assets

Staff:

  • 1 employee
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1201920202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$326K$652K$977K$1M17 grants201916 grants202015 grants202115 grants202221 grants202317 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

NEGRO LEAGUES BASEBALL M…$250KMETROPOLITAN COMMUNITY C…$250KKANSAS CITY MUSEUM FOUND…$150KHARVESTERS COMMUNITY FOO…$125KCURATORS OF THE UNIVERSI…$60KKANSAS CITY ART INSTITUTE$55KKANSAS CITY PUBLIC LIBRARY$50KCOMMUNITY SERVICES LEAGU…$45KJEWISH VOCATIONAL SERVIC…$45KPAWSPERITY INC$45K

Grant Size Distribution

84 grants across all recorded years

49<$50K13$50–100K14$100–250K8$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Negro Leagues Baseball Museum ($250,000), Metropolitan Community College Fdn ($250,000), Kansas City Museum Foundation Inc ($150,000).

RecipientPurposeAmount
CITY YEAR KANSAS CITY KANSAS CITY, MOSUPPORT WHOLE SCHOOL, WHOLE$25,000
HOPE NETWORK OF RAYTOWN RAYTOWN, MOUNRESTRICTED GENERAL$25,000
CAMP ENCOURAGE KANSAS CITY, MOUNRESTRICTED GENERAL$7,500
CURATORS OF THE UNIVERSITY OF MISSOURI COLUMBIA, MOCOLLEGE ADVISING$60,000
MARIAN HOPE CENTER FOR CHILDREN'S INDEPENDENCE, MOSUPPORT EARLY EDUCATION$10,000
CATHOLIC CHARITIES KC - ST JOSEPH INC KANSAS CITY, MOWELCOME CENTER EMERGENCY$30,000
COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY INDEPENDENCE, MOUNRESTRICTED GENERAL$45,000
HARVESTERS COMMUNITY FOOD NETWORK KANSAS CITY, MOUNRESTRICTED GENERAL$125,000
KANSAS CITY PUBLIC LIBRARY KANSAS CITY, MOENGAGING CITIZENS OF ALL$50,000
NEGRO LEAGUES BASEBALL MUSEUM KANSAS CITY, MOUNRESTRICTED GENERAL$250,000

Leadership & Key People

Leadership team and compensation from IRS filings

Bank of America serves as trustee and manager of the trust, receiving compensation for its services.

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$148K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$148,259

Frequently Asked Questions

What does Edward F Swinney Trust fund?

The trust's stated purpose is to further and develop local charitable and educational purposes. Primary funding interests include: • Mental health • Higher education • Hospitals and rehabilitation • Health and welfare programs • Community action programs • Arts and humanities projects • Demonstration and experimental projects • Extension and improvement of human services • Education and training in community service The trust also provides interest support for student loans granted under IRC se…

How do I apply for a grant from Edward F Swinney Trust?

**Grant Activity (2024):** • Total giving: $1,207,500 • Number of grants: 17 • Grant range: $8,000 - $250,000 • Median grant: $45,000 **Recent Grant Recipients (2024):** • Negro Leagues Baseball Museum: $250,000 (Unrestricted General) • Metropolitan Community College Foundation: $250,000 (The Path Forward) • Kansas City Museum Foundation: $150,000 (Restoration of the Carriage) **Application Policy:** The trust accepts applications from nonprofit organizations.

Where does Edward F Swinney Trust make grants?

The trust provides financial support to various cities in Missouri, including Columbia, Independence, Kansas City, North Kansas City, Raytown, St. Joseph, and St. Louis.

What size grants does Edward F Swinney Trust award?

In 2024, Edward F Swinney Trust awarded 17 grants totaling $1.2M — an average of about $71K per grant, based on its IRS Form 990 filings.

What is Edward F Swinney Trust's EIN?

Edward F Swinney Trust's EIN (Employer Identification Number) is 44-6009264. IRS Form 990 filing data is available on this page for 2019–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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