Margaret Swope Tr Uw
Margaret Swope Tr Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $183K in total assets. In 2025, it awarded 1 grant totaling $12K. Net investment income was $18K.
Key facts about Margaret Swope Tr Uw
In short: Margaret Swope Tr Uw gave $12K across 1 grant in 2025 (avg $12K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- EIN
- 23-6761954
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $11,626
- Grants made (2025)
- 1
- Average grant
- $11,626
- Median grant
- $11,626
- Total assets
- $182,944
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$183K
+3.1% YoY
Annual Giving
$12K
+28.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$12K
+28.0% YoY
Under IRS private-foundation payout rules, Margaret Swope Tr Uw reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.
How Margaret Swope Tr Uw gives
- Giving held roughly steady from 2022 to 2025 (+14%). Method
- In 2025 it paid out 118% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with Margaret Swope Tr Uw?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $7K (2023) to $12K (2025). In 2025 it made 1 grant totaling $12K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Christ Lutheran Church ($12K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Christ Lutheran Church Hazleton, PA | Unrestricted General | $11,626 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $182,944 | $177,433 | $171,088 |
| Revenue | $20,000 | $18,416 | $5,297 |
| Expenses | $14,540 | $11,879 | $9,096 |
| Qualifying Distributions | $12,592 | $10,016 | $7,563 |
| Net Investment Income | $18,248 | $16,549 | $3,198 |
| Distributable Amount | $10,716 | $10,150 | $9,220 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 21, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Margaret Swope Tr Uw's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$2K (2021) → $2K (2025)
Former officers (1)
- Former: Bank Of America N A (2020) — Trustee
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to Bank of America (Trustee).
Frequently asked questions about Margaret Swope Tr Uw
How much does Margaret Swope Tr Uw give each year?
Margaret Swope Tr Uw gave $12K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 1 grant.
How large is Margaret Swope Tr Uw?
Margaret Swope Tr Uw reported $183K in total assets on its 2025 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets).
Where does Margaret Swope Tr Uw operate?
Margaret Swope Tr Uw has awarded grants in Pennsylvania.
What is Margaret Swope Tr Uw's EIN?
Margaret Swope Tr Uw's EIN (Employer Identification Number) is 23-6761954. 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.
Here's the math on researching Margaret Swope Tr Uw by hand.
Explore Open Grants
Browse active grant opportunities in Margaret Swope Tr Uw's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Texas
Robert a and Lynn I Doneff Foundation
Egg Harbor, WI
Assets
$413K
Grants
46
Total Given
$59K
Dillon Foundation
Sterling, IL
The Dillon Foundation supports community improvement and development, arts and culture, human services, and education, primarily in Illinois. Its 2025 grants ranged from $500 to $867,500, with a median of $6,000. It accepts requests by letter describing the grant’s purpose and including the applicant’s exemption letter; no deadline is listed.
Assets
$79.3M
Grants
134
Total Given
$3.6M
Coscarelli Charitable Foundation
Santa Monica, CA
Assets
$126K
Grants
5
Total Given
$15K
John & Elaine Kanas Family Foundation
Remsenburg, NY
The foundation supported New York organizations in education, healthcare, human services, hospice care, libraries, and environmental work. In 2023 it made 21 grants totaling $2.66 million; amounts ranged from $500 to $1,202,500, with a median of $3,600. It gives to preselected organizations and does not accept unsolicited requests.
Assets
$31.6M
Grants
21
Total Given
$2.7M
Sandee and Jelindo Tiberti Family
Las Vegas, NV
The foundation funds a varied mix of causes, including scholarships, wildlife preservation, cancer research, and support for people with special needs or intellectual disabilities. Its 2025 grants totaled $108,158 across 10 grants, with a median grant of $2,500 and awards ranging from $500 to $52,908; 90% of grant dollars went to Nevada organizations. It gives only to preselected charities and does not accept unsolicited funding requests.
Assets
$1.8M
Grants
10
Total Given
$108K
Michael E and Jacquelyn Hanson Family Fdn
Naples, FL
The Michael E. and Jacquelyn Hanson Family Foundation supports a range of charitable organizations, including those serving people experiencing homelessness, children, and low-income residents. Its 2025 grants ranged from $500 to $50,806, with a median of $2,000; most funding went to Florida and Indiana. It says it does not limit giving to preselected organizations and invites applicants to contact the foundation; grants must go to a 501(c)(3), with no specific form or deadline stated.
Assets
$1.3M
Grants
35
Total Given
$178K
The Camosse Family Foundation Inc
Charlton, MA
The Camosse Family Foundation funds charitable organizations for civic, religious, health, and education purposes, primarily in Massachusetts, with some support in Florida. Its 2025 grants ranged from $100 to $36,000, with a median of $2,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$2.7M
Grants
32
Total Given
$165K
Kramer Family Foundation
Detroit, MI
The Kramer Family Foundation supports charities working in areas including medical care, education, food assistance, family support, and emergency response. Its 2024 grants ranged from $10,000 to $60,000, with a median of $30,000; most funding went to California, with grants also reaching organizations in other states. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$9.6M
Grants
23
Total Given
$700K
Ben D Spagolio Charitable Trust
Pottsville, PA
Assets
$355K
Grants
32
Total Given
$15K
Alexander and Jane Boyd Ta Foundation
Buffalo, NY
The Alexander and Jane Boyd TA Foundation supports organizations working in areas including hunger relief, education, health, and community services, with a geographic preference for Harrisburg and nearby townships in Pennsylvania. Its 2025 grants ranged from $3,000 to $148,000, with a median of $27,500. Requests must use the foundation’s application, and the stated deadline is September 1; the profile does not say whether unsolicited requests are accepted.
Assets
$56.2M
Grants
88
Total Given
$3.4M
Foundation for the Carolinas
Charlotte, NC
Foundation For The Carolinas funds nonprofits and other eligible organizations working in areas such as education, health and human services, the environment, youth development, and animal welfare, primarily across 13 counties in North and South Carolina. Its 2024 grants had a median of $25,000, though amounts varied widely; most grants are donor-recommended and have no application process, while some competitive programs accept applications under program-specific rules.
Assets
$3.9B
Grants
1,605
Total Given
$609.1M
Communities Foundation of Texas Inc
Dallas, TX
Communities Foundation of Texas funds charitable work in health, wealth, living, and learning, with much of its grantmaking supporting North Texas nonprofits; its 2025 grants had a median of $18,779, though award sizes varied widely. Nearly all opportunities are by invitation, and its Nonprofit Gateway profile is not a grant application.
Assets
$1.2B
Grants
2,209
Total Given
$209.2M
More Funders in Texas
Margaret Swope Tr Uw down — hundreds of funders to go?