Jonathan B Swan Memorial Charitable Tru
Jonathan B Swan Memorial Charitable Tru is a private foundation, based in Oroville, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $176K in total assets. In 2025, it awarded 4 grants totaling $10K. Net investment income was $5K.
Jonathan B Swan Memorial Charitable Tru at a glance
In short: Jonathan B Swan Memorial Charitable Tru gave $10K across 4 grants in 2025 (avg $3K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $10,350
- +107.0% vs 2024
- Grants made (2025)
- 4
- +33.3% vs 2024
- Average grant
- $2,588
- +55.2% vs 2024
- Median grant
- $1,975
- Total assets
- $176,054
- +4.1% vs 2024
- Primary geography
- California (53% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Jonathan B Swan Memorial Charitable Tru funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was General Council of the AG ($5K). Together the top 4 received $10K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Jonathan B Swan Memorial Charitable Tru gives
- Giving grew 245% from 2022 to 2025. Method
- In 2025 it paid out 144% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $3K (2022) to $19K (2021). In 2025 it made 4 grants totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| General Council of the AG Springfield, MO | Missions | $4,900 |
| Calvary Christian Center Yuba City, CA | General Funds | $2,450 |
| Caring For Women Oroville, CA | General Fund | $1,500 |
| Pacific Justice Institute Garden Grove, CA | General Fund | $1,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $176,054 | $9,349 | $10,791 | $10,350 | 4 | $10,720 | $5,249 | $7,436 |
| 2024 | $169,073 | $5,095 | $5,385 | $5,000 | 3 | $5,000 | $5,095 | $9,485 |
| 2023 | $182,545 | $4,811 | $6,382 | $6,000 | 2 | $6,000 | $4,811 | $8,678 |
| 2022 | $191,056 | $4,603 | $3,181 | $3,000 | 2 | $3,000 | $4,603 | $7,466 |
| 2021 | $135,886 | $4,292 | $18,648 | $18,500 | 4 | $18,500 | $4,506 | $7,009 |
| 2020 | $152,498 | $7,080 | $6,085 | $6,000 | 3 | — | $4,080 | $7,412 |
Under IRS private-foundation payout rules, Jonathan B Swan Memorial Charitable Tru reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jonathan B Swan Memorial Charitable Tru's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Beverly Swan
Trustee
On filings since 2020
No compensation reported
Rochelle Swan
Trustee
On filings since 2020
1 hr/week
No compensation reported
Delwyn Smith
Trustee
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Jonathan B Swan Memorial Charitable Tru
How much does Jonathan B Swan Memorial Charitable Tru give each year?
Jonathan B Swan Memorial Charitable Tru gave $10K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 3 grants.
What is Jonathan B Swan Memorial Charitable Tru's typical grant size?
Jonathan B Swan Memorial Charitable Tru's median grant in 2025 was $1,975, and its average grant was $2,588, across 4 grants on its 2025 IRS Form 990-PF.
Where does Jonathan B Swan Memorial Charitable Tru give grants?
Jonathan B Swan Memorial Charitable Tru gives mostly in California: 53% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Missouri (47%).
Does Jonathan B Swan Memorial Charitable Tru give general operating support?
Yes: 75% of Jonathan B Swan Memorial Charitable Tru's 2025 grants with a stated purpose (3 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Jonathan B Swan Memorial Charitable Tru?
Jonathan B Swan Memorial Charitable Tru reported $176K in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).
What is Jonathan B Swan Memorial Charitable Tru's EIN?
Jonathan B Swan Memorial Charitable Tru's EIN (Employer Identification Number) is 68-6085336. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 20, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 3, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 6, 2026)
- IRS filings on file for fiscal years 2020–2025
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