Jonathan B Swan Memorial Charitable Tru
OROVILLE, CA EIN: 68-6085336
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$169K
-7.4% YoY
Annual Giving
$5K
-16.7% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$2K
-44.4% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $169,073 | $182,545 | $191,056 |
| Revenue | $5,095 | $4,811 | $4,603 |
| Expenses | $5,385 | $6,382 | $3,181 |
| Qualifying Distributions | $5,000 | $6,000 | $3,000 |
| Net Investment Income | $5,095 | $4,811 | $4,603 |
| Distributable Amount | $9,485 | $8,678 | $7,466 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
14 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Jonathan B Swan Memorial Charitable Tru fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Beverly Swan | Trustee | — | — |
| Rochelle Swan | Trustee | 1 | — |
| Delwyn Smith | Trustee | — | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
California $22K (56%)
Texas $8K (21%)
Missouri $6K (16%)
Tennessee $3K (8%)
Cities
ClevelandGarden GroveOrovilleRocklinSacramentoSpringfieldWaxahachieYuba City
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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