Edward F Swinney Trust
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
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
States
Cities
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
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
84 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
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
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $148,259 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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