Harold R Swanton and Winifred Swanton
Harold R Swanton and Winifred Swanton is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it awarded 9 grants totaling $127K. Net investment income was $123K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.8M
-0.3% YoY
Annual Giving
$127K
+0.3% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$14K
+0.3% YoY
Under IRS private-foundation payout rules, Harold R Swanton and Winifred Swanton reported a distributable amount of $156K for 2025 — the minimum it must pay out in qualifying distributions.
About Harold R Swanton and Winifred Swanton
Based on IRS filings
Harold R Swanton and Winifred Swanton is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it awarded 9 grants totaling $127K. Net investment income was $123K.
Ready to take the next step with Harold R Swanton and Winifred Swanton?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,842,447 | $1,847,662 | $1,789,389 |
| Revenue | $163,557 | $223,725 | $116,281 |
| Expenses | $173,678 | $165,446 | $184,350 |
| Qualifying Distributions | $131,594 | $130,818 | $151,117 |
| Net Investment Income | $122,654 | $188,052 | $86,590 |
| Distributable Amount | $156,462 | $124,154 | $136,634 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
Grant Size Distribution
44 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Ca Aquatic Therapy and Wellness Center ($25,000), Venice Family Clinic ($25,000), National Jewish Health ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| RESCUE MISSION ALLIANCE VALLEY FOOD BANK PACOIMA, CA | GENERAL OPERATING | $2,150 |
| NATIONAL JEWISH HEALTH DENVER, CO | GENERAL OPERATING | $20,000 |
| STUDENT LUNCHBOX INC LOS ANGELES, CA | GENERAL OPERATING | $2,150 |
| CA AQUATIC THERAPY AND WELLNESS CENTER LONG BEACH, CA | GENERAL OPERATING | $25,000 |
| VENICE FAMILY CLINIC VENICE, CA | GENERAL OPERATING | $25,000 |
| WESTSIDE FAMILY HEALTH CENTER SANTA MONICA, CA | GENERAL OPERATING | $20,000 |
| WILMINGTON COMMUNITY CLINIC LOS ANGELES, CA | GENERAL OPERATING | $20,000 |
| LIFE STEPS FOUNDATION Los Angeles, CA | GENERAL OPERATING | $9,150 |
| THE ACHIEVABLE FOUNDATION CULVER CITY, CA | GENERAL OPERATING | $3,225 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE | 1 | $40,944 |
Frequently Asked Questions
How large is Harold R Swanton and Winifred Swanton?
As of 2025, Harold R Swanton and Winifred Swanton holds $1.8M in total assets with $164K in annual revenue. It awarded 9 grants totaling $127K in 2025.
Where does Harold R Swanton and Winifred Swanton operate?
Harold R Swanton and Winifred Swanton has awarded grants in California, Colorado.
What size grants does Harold R Swanton and Winifred Swanton award?
In 2025, Harold R Swanton and Winifred Swanton awarded 9 grants totaling $127K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is Harold R Swanton and Winifred Swanton required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Harold R Swanton and Winifred Swanton reported a distributable amount of $156K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2025.
Explore Open Grants
Browse active grant opportunities in Harold R Swanton and Winifred Swanton's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Annenberg Foundation
CONSHOHOCKEN, PA
Assets
$1.5B
Grants
543
Total Given
$53.3M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
The Ralph M Parsons Foundation
LOS ANGELES, CA
Assets
$452.4M
Grants
403
Total Given
$18.2M
The Ahmanson Foundation
BEVERLY HILLS, CA
Assets
$1.5B
Grants
442
Total Given
$65.5M
Direct Relief
SANTA BARBARA, CA
Assets
$1.2B
Grants
118
Total Given
$30.5M
S Mark Taper Foundation
LOS ANGELES, CA
Assets
$186.2M
Grants
71
Total Given
$6.6M
Stern Sidney Memorial Tuw
SAINT LOUIS, MO
Assets
$19.0M
Grants
236
Total Given
$1.1M
Network for Good
WASHINGTON, DC
Assets
$96.2M
Grants
4,733
Total Given
$216.2M
Kaiser Foundation Hospitals
OAKLAND, CA
Assets
$87.4B
Grants
1,122
Total Given
$225.4M
Delta Dental Community Care Foundation
SAN FRANCISCO, CA
Assets
$48.0M
Grants
400
Total Given
$33.1M
The Rose Hills Foundation
PASADENA, CA
Assets
$561.2M
Grants
297
Total Given
$27.9M
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Harold R Swanton and Winifred Swanton on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities