Harold R Swanton and Winifred Swanton
Harold R Swanton and Winifred Swanton is a private foundation, based in Eagan, MN. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $1.8M in total assets. In 2026, it awarded 6 grants totaling $144K. Net investment income was $113K.
Harold R Swanton and Winifred Swanton at a glance
In short: Harold R Swanton and Winifred Swanton gave $144K across 6 grants in 2026 (avg $24K), mostly in California. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $144,446
- +14.0% vs 2025
- Grants made (2026)
- 6
- -33.3% vs 2025
- Average grant
- $24,074
- +71.0% vs 2025
- Median grant
- $23,241
- Total assets
- $1,807,453
- -1.9% vs 2025
- Primary geography
- California (84% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Harold R Swanton and Winifred Swanton funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2026
The largest 2026 recipient was Venice Family Clinic ($43K). Together the top 6 received $144K.
Grant Size Distribution
39 grants across all recorded years
The most common grant size was under $50K: 39 grants of 39 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 6 itemized grants.
States
Cities
How Harold R Swanton and Winifred Swanton gives
- Giving held roughly steady from 2023 to 2026 (+3%). Method
- In 2026 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $119K (2022) to $144K (2026). In 2026 it made 6 grants totaling $144K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Venice Family Clinic Venice, CA | General Operating | $43,241 |
| California Aquatic Therapy Long Beach, CA | General Operating | $28,241 |
| National Jewish Health Denver, CO | General Operating | $23,241 |
| Westside Family Health Center Santa Monica, CA | General Operating | $23,241 |
| Achievable Foundation Culver City, CA | General Operating | $13,241 |
| Life Steps Foundation Los Angeles, CA | General Operating | $13,241 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $1,807,453 | $150,216 | $185,214 | $144,446 | 6 | $148,496 | $112,699 | $157,093 |
| 2025 | $1,842,447 | $163,557 | $173,678 | $126,675 | 9 | $131,594 | $122,654 | $156,462 |
| 2024 | $1,847,662 | $223,725 | $165,446 | $126,250 | 9 | $130,818 | $188,052 | $124,154 |
| 2023 | $1,789,389 | $116,281 | $184,350 | $140,750 | 8 | $151,117 | $86,590 | $136,634 |
| 2022 | $1,857,475 | $247,109 | $165,517 | $119,000 | 7 | $130,250 | $215,141 | $152,110 |
| 2021 | $1,775,884 | $202,874 | $157,459 | $119,805 | 11 | — | $175,521 | $129,050 |
Under IRS private-foundation payout rules, Harold R Swanton and Winifred Swanton reported a distributable amount of $157K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Harold R Swanton and Winifred Swanton's only listed officer is US Bank N A, Trustee on every filing since 2024 (compensated).
Officers on the 2026 filing
US Bank N A
Trustee
On filings since 2024
1 hr/week
$37K (2024) → $39K (2026)
Former officers (1)
- Former: Mufg Union Bank N A (2021–2023) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $39K, to US Bank N a (Trustee).
Frequently asked questions about Harold R Swanton and Winifred Swanton
How much does Harold R Swanton and Winifred Swanton give each year?
Harold R Swanton and Winifred Swanton gave $144K across 6 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $127K across 9 grants.
What is Harold R Swanton and Winifred Swanton's typical grant size?
Harold R Swanton and Winifred Swanton's median grant in 2026 was $23,241, and its average grant was $24,074, across 6 grants on its 2026 IRS Form 990-PF.
Where does Harold R Swanton and Winifred Swanton give grants?
Harold R Swanton and Winifred Swanton gives mostly in California: 84% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was Colorado (16%).
Does Harold R Swanton and Winifred Swanton give general operating support?
Yes: 100% of Harold R Swanton and Winifred Swanton's 2026 grants with a stated purpose (6 of 6) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Harold R Swanton and Winifred Swanton's largest grantees?
Harold R Swanton and Winifred Swanton's largest 2026 grantees include Venice Family Clinic ($43,241), California Aquatic Therapy ($28,241) and National Jewish Health ($23,241), according to its 2026 IRS Form 990-PF. Together they received 66% of its itemized 2026 grant dollars.
How large is Harold R Swanton and Winifred Swanton?
Harold R Swanton and Winifred Swanton reported $1.8M in total assets on its 2026 IRS Form 990-PF. It paid out $148K in qualifying distributions that year, against a required minimum of $157K (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 is Harold R Swanton and Winifred Swanton's EIN?
Harold R Swanton and Winifred Swanton's EIN (Employer Identification Number) is 95-4019288. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 11, 2026)
- IRS filings on file for fiscal years 2021–2025
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