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 2024. As of 2024, the organization holds $169K in total assets. In 2024, it awarded 3 grants totaling $5K. Net investment income was $5K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
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
Under IRS private-foundation payout rules, Jonathan B Swan Memorial Charitable Tru reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.
About Jonathan B Swan Memorial Charitable Tru
Based on IRS filings
Jonathan B Swan Memorial Charitable Tru is a private foundation, based in OROVILLE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $169K in total assets. In 2024, it awarded 3 grants totaling $5K. Net investment income was $5K.
Ready to take the next step with Jonathan B Swan Memorial Charitable Tru?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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
Among its reported 2024 grants, the largest include General Council of the AG ($2,000), Caring For Women ($1,500), Pacific Justice Institute ($1,500).
| Recipient | Purpose | Amount |
|---|---|---|
| General Council of the AG Springfield, MO | Missions | $2,000 |
| Caring For Women Oroville, CA | General Fund | $1,500 |
| Pacific Justice Institute Garden Grove, CA | General Fund | $1,500 |
Leadership & 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 | — | — |
Frequently Asked Questions
How large is Jonathan B Swan Memorial Charitable Tru?
As of 2024, Jonathan B Swan Memorial Charitable Tru holds $169K in total assets with $5K in annual revenue. It awarded 3 grants totaling $5K in 2024.
Where does Jonathan B Swan Memorial Charitable Tru operate?
Jonathan B Swan Memorial Charitable Tru has awarded grants in California, Missouri, Tennessee, Texas.
What size grants does Jonathan B Swan Memorial Charitable Tru award?
In 2024, Jonathan B Swan Memorial Charitable Tru awarded 3 grants totaling $5K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Jonathan B Swan Memorial Charitable Tru required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jonathan B Swan Memorial Charitable Tru reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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