Mary C Swayne Mem Donation Tr

Foundation · Grantmaker 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 grant totaling $21K. Net investment income was $9.

Key facts about Mary C Swayne Mem Donation Tr

EIN
85-6009737
Latest 990 filing
Form 990-PF, 2021
Annual giving (2021)
$21,157
Grants made (2021)
1
Average grant
$21,157
Median grant
$21,157
Primary geography
New Mexico (100% of itemized 2021 grant dollars)

Data from IRS Form 990-PF, 2021; updated September 2026.

How Mary C Swayne Mem Donation Tr gives

  • In 2021 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Mary C Swayne Mem Donation Tr

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$21K

Grant Count

1

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 grant totaling $21K. Net investment income was $9.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2021 grant dollars.

States

Cities

Albuquerque

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$6K$12K$17K$23K2021
Metric2021
Total Assets—
Revenue$9
Expenses$21,157
Qualifying Distributions$21,157
Net Investment Income$9
Distributable Amount$317

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal year 2021

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$11K$16K$21K1 grants2021

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2021

Lew Wallace Chapter Daughters of th: $21KLew Wallace Chapter Daughtersof th$21K

Grant Size Distribution

1 grants across all recorded years

1<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

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

RecipientPurposeAmount
Lew Wallace Chapter Daughters of th Albuquerque, NMSupport 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

No officer or director reported compensation in the available filings.

From 2021 IRS filing

NameTitleHoursCompensation
Patricia French BargerTrustee1—
Suzanne Marie HeskeTrustee1—
Stephanie Diane BargerTrustee1—
Jennifer EspenTreasurer of Lew Wallace1—

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 grant 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.

What is Mary C Swayne Mem Donation Tr's EIN?

Mary C Swayne Mem Donation Tr's EIN (Employer Identification Number) is 85-6009737. IRS Form 990 filing data is available on this page for 2021.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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