Edward F Swinney Trust
The Edward F Swinney Trust is a private foundation based in Dallas, Texas. It supports public charitable and public educational purposes in Missouri.
Edward F Swinney Trust at a glance
In short: Edward F Swinney Trust gave $1.3M across 22 grants in 2025 (avg $59K), mostly in Missouri. 36% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,290,000
- +6.8% vs 2024
- Grants made (2025)
- 22
- +29.4% vs 2024
- Average grant
- $58,636
- -17.4% vs 2024
- Median grant
- $40,000
- Total assets
- $21,876,322
- +3.9% vs 2024
- New grantees (estimate)
- 36% first-time grantees (8 of 22, 2025; small sample)
- Primary geography
- Missouri (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Edward F Swinney Trust
- How to Apply
-
The foundation does not restrict giving to preselected organizations. Its filing states that guidelines and an online application are available through the Bank of America philanthropic grants application process. Awards are restricted to furthering and developing public charitable and public educational purposes in Missouri.
- Review Cycle
- June 30.
- Deadline
- June 30.
- Contact
Application contact: Tony Twyman - Bank Of America Na
Mailing address: 1200 Main St Fl 13, Kansas City, MO 64105-2100
Phone: (816) 292-4342
Email: mo.grantmaking@bofa.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Edward F Swinney Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was National World War I Museum & Memorial ($250K). Together the top 10 received $1.0M.
Grant Size Distribution
90 grants across all recorded years
The most common grant size was under $50K: 52 grants of 90 (58%).
Geographic Focus
Where this funder awards grants
The trust’s 2025 grants were distributed entirely to Missouri recipients. Listed locations include Kansas City, St. Joseph, Columbia, and Independence.
Grant Distribution by State
Share of 2025 grant dollars across all 22 itemized grants.
States
Cities
Is Edward F Swinney Trust open to new grantees?
36%
first-time grantees, 2025
In 2025, 8 of 22 grantees (36%) were first-time recipients. With only 22 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $70K; repeat grants $52K. How we count
Medians: $38K first-time, $40K repeat.
- 50% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $1.1M (2019) to $1.3M (2022). In 2025 it made 22 grants totaling $1.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| National World War I Museum & Memorial Kansas City, MO | Unrestricted General | $250,000 |
| Harvesters Community Food Network Kansas City, MO | Unrestricted General | $150,000 |
| Kansas City Museum Foundation Inc Kansas City, MO | Unrestricted General | $150,000 |
| Friends of the Zoo of Kansas City MO Kansas City, MO | Unrestricted General | $125,000 |
| Family Guidance Center St Joseph, MO | Unrestricted General | $65,000 |
| Curators of the University of Missouri Columbia, MO | Unrestricted General | $60,000 |
| Trust Neighborhoods Kansas City, MO | Unrestricted General | $60,000 |
| Kansas City Art Institute Kansas City, MO | Unrestricted General | $55,000 |
| Kansas City Public Library Kansas City, MO | Unrestricted General | $50,000 |
| Pawsperity Inc Kansas City, MO | Unrestricted General | $50,000 |
Ready to take the next step with Edward F Swinney Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $21,876,322 | $2,667,739 | $1,547,605 | $1,290,000 | 22 | $1,361,330 | $2,519,962 | $1,506,540 |
| 2024 | $21,061,513 | $1,639,503 | $1,424,136 | $1,207,500 | 17 | $1,271,665 | $1,489,853 | $1,372,011 |
| 2023 | $20,829,902 | $573,843 | $1,402,050 | $1,207,500 | 21 | $1,270,101 | $465,891 | $1,252,826 |
| 2022 | $21,633,753 | $459,453 | $1,492,039 | $1,303,000 | 15 | $1,360,618 | $425,978 | $1,264,679 |
| 2021 | $22,710,054 | $3,851,117 | $1,356,802 | $1,102,500 | 15 | $1,163,919 | $3,680,510 | $1,365,889 |
| 2020 | $20,208,552 | $1,512,365 | $1,288,733 | $1,112,500 | 16 | — | $1,378,636 | $1,158,976 |
| 2019 | $19,976,855 | $1,193,157 | $1,270,565 | $1,080,000 | 17 | — | $1,077,714 | $1,162,975 |
Under IRS private-foundation payout rules, Edward F Swinney Trust reported a distributable amount of $1.5M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The trust’s stated restriction is that awards further and develop public charitable and public educational purposes in Missouri. Its 2025 grants went to organizations in areas including history and museums, food assistance, arts, libraries, social services, and animal welfare.
Grantees’ own mission statements illustrate this range. The Negro Leagues Baseball Museum says it operates a sports museum and maintains a central repository for African American baseball history. Pawsperity says it empowers parents through parenting programs, life skills, and job training. Start at Zero says it partners with parents and caregivers to promote healthy early childhood development.
Grantmaking
In 2025, the trust awarded 22 grants totaling $1,290,000. Grants ranged from $10,000 to $250,000, with a median of $40,000. All 2025 grant dollars went to recipients in Missouri, and the listed grants were for unrestricted general purposes.
The largest 2025 awards included $250,000 to the National World War I Museum & Memorial, $150,000 each to Harvesters Community Food Network and Kansas City Museum Foundation, and $125,000 to Friends of the Zoo of Kansas City. Other grants included $65,000 to Family Guidance Center, $60,000 each to the Curators of the University of Missouri and Trust Neighborhoods, and $55,000 to Kansas City Art Institute.
Leadership & Key People
Leadership team and compensation from IRS filings
Bank of America is listed as trustee.
Edward F Swinney Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$141K (2021) → $159K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
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 $159K, to Bank of America (Trustee).
Frequently asked questions about Edward F Swinney Trust
How much does Edward F Swinney Trust give each year?
Edward F Swinney Trust gave $1.3M across 22 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.2M across 17 grants.
What is Edward F Swinney Trust's typical grant size?
Edward F Swinney Trust's median grant in 2025 was $40,000, and its average grant was $58,636, across 22 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Edward F Swinney Trust that year got $70K on average.
Where does Edward F Swinney Trust give grants?
Edward F Swinney Trust gives mostly in Missouri: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Kansas City, MO (16 grants) and Independence, MO (2 grants).
Does Edward F Swinney Trust give general operating support?
Yes: 100% of Edward F Swinney Trust's 2025 grants with a stated purpose (22 of 22) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Edward F Swinney Trust's largest grantees?
Edward F Swinney Trust's largest 2025 grantees include National World War I Museum & Memorial ($250,000), Harvesters Community Food Network ($150,000) and Kansas City Museum Foundation Inc ($150,000), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.
How large is Edward F Swinney Trust?
Edward F Swinney Trust reported $21.9M in total assets on its 2025 IRS Form 990-PF. It paid out $1.4M in qualifying distributions that year, against a required minimum of $1.5M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Edward F Swinney Trust fund?
The trust’s stated restriction is that awards further and develop public charitable and public educational purposes in Missouri. Its 2025 grants went to organizations in areas including history and museums, food assistance, arts, libraries, social services, and animal welfare. See mission & focus areas ↑
How do I apply for a grant from Edward F Swinney Trust?
The foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 25, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
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Cite this profile
Grantable. (2026). Edward F Swinney Trust funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/edward-f-swinney-trust-morg_731677bbace8412cb6b37c2656532418
BibTeX
@misc{grantable_446009264_2026,
author = {{Grantable}},
title = {{Edward F Swinney Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/edward-f-swinney-trust-morg_731677bbace8412cb6b37c2656532418},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Edward F Swinney Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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