Sam & Cleo Swayne Charitable Trust
Sam & Cleo Swayne Charitable Trust is a private foundation, based in NAMPA, ID. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it made $125K in qualifying distributions. Net investment income was $192K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.6M
+2.7% YoY
Revenue
$239K
+2.1% YoY
Qualifying Distributions
$125K
+0.5% YoY
Expenses
$145K
+2.6% YoY
About Sam & Cleo Swayne Charitable Trust
Based on IRS filings
Sam & Cleo Swayne Charitable Trust is a private foundation, based in NAMPA, ID. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it made $125K in qualifying distributions. Net investment income was $192K.
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,624,006 | $3,530,437 | $3,438,173 |
| Revenue | $238,792 | $233,874 | $184,770 |
| Expenses | $145,223 | $141,610 | $140,342 |
| Qualifying Distributions | $125,186 | $124,502 | $232,967 |
| Net Investment Income | $191,502 | $190,571 | $139,299 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DANIEL HEUCK | TRUSTEE | 10 | $22,000 |
| BRUCE R SWAYNE | TRUSTEE | 1 | — |
| SARA C MILLER | TRUSTEE | 1 | — |
| RICK E THOMAS | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Sam & Cleo Swayne Charitable Trust?
As of 2024, Sam & Cleo Swayne Charitable Trust holds $3.6M in total assets with $239K in annual revenue.
What is Sam & Cleo Swayne Charitable Trust's EIN?
Sam & Cleo Swayne Charitable Trust's EIN (Employer Identification Number) is 82-6068269. 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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