Mary C Swayne Mem Donation Tr

RIO RANCHO, NM EIN: 85-6009737

Mary C Swayne Mem Donation Tr is a private foundation, based in RIO RANCHO, NM. IRS filing data is available for 2021. In 2021, it awarded 1 grants totaling $21K. Net investment income was $9.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$21K

Grant Count

Avg Grant Size

$21K

Under IRS private-foundation payout rules, Mary C Swayne Mem Donation Tr reported a distributable amount of $317 for 2021 — the minimum it must pay out in qualifying distributions.

About Mary C Swayne Mem Donation Tr

Based on IRS filings

Mary C Swayne Mem Donation Tr is a private foundation, based in RIO RANCHO, NM. IRS filing data is available for 2021. In 2021, it awarded 1 grants totaling $21K. Net investment income was $9.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Mexico $21K (100%)

States

New Mexico

Cities

Albuquerque

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2021
Total Assets	—
Revenue	$9
Expenses	$21,157
Qualifying Distributions	$21,157
Net Investment Income	$9
Distributable Amount	$317

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2021

Grant Size Distribution

1 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2021 grants, the largest include Lew Wallace Chapter Daughters of th ($21,157).

Recipient	Purpose	Amount
Lew Wallace Chapter Daughters of th Albuquerque, NM	Support of the Zebulon Montgomery Pike Society of the Children of the American Revolution	$21,157

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

From 2021 filing

Name	Title	Hours	Compensation
Patricia French Barger	Trustee	1	—
Suzanne Marie Heske	Trustee	1	—
Stephanie Diane Barger	Trustee	1	—
Jennifer Espen	Treasurer of Lew Wallace	1	—

Frequently Asked Questions

Where does Mary C Swayne Mem Donation Tr operate?

Mary C Swayne Mem Donation Tr has awarded grants in New Mexico.

What size grants does Mary C Swayne Mem Donation Tr award?

In 2021, Mary C Swayne Mem Donation Tr awarded 1 grants totaling $21K — an average of about $21K per grant, based on its IRS Form 990 filings.

How much is Mary C Swayne Mem Donation Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, Mary C Swayne Mem Donation Tr reported a distributable amount of $317 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.