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.
Sam & Cleo Swayne Charitable Trust at a glance
- Total assets
- $3,624,006
- +2.7% vs 2023
- Revenue (2024)
- $238,792
- +2.1% vs 2023
- Qualifying distributions (2024)
- $125,186
- +0.5% vs 2023
- Expenses (2024)
- $145,223
- +2.6% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Ready to take the next step with Sam & Cleo Swayne Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Qualifying Distributions | Net Investment Income |
|---|---|---|---|---|---|
| 2024 | $3,624,006 | $238,792 | $145,223 | $125,186 | $191,502 |
| 2023 | $3,530,437 | $233,874 | $141,610 | $124,502 | $190,571 |
| 2022 | $3,438,173 | $184,770 | $140,342 | $232,967 | $139,299 |
| 2021 | $3,393,745 | $288,605 | $146,089 | $161,561 | $258,460 |
| 2020 | $3,251,229 | $104,340 | $115,619 | — | $104,751 |
Leadership & Key People
Officers and directors from IRS filings
Sam & Cleo Swayne Charitable Trust's 2024 filing lists 4 officers; 1 of 4 officers listed in 2024 is compensated.
Officers on the 2024 filing
Daniel Heuck
Trustee
On filings since 2020
10 hrs/week
$24K (2020) → $22K (2024)
Bruce R. Swayne
Trustee
On filings since 2020
1 hr/week
No compensation reported
Rick E. Thomas
Trustee
New on the 2024 filing
1 hr/week
No compensation reported
Sara C. Miller
Trustee
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (2)
- Former: Phyllis Thomas (2020–2023) — Trustee
- Former: Betty L. Keith (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $22K, to Daniel Heuck (Trustee).
Frequently asked questions about Sam & Cleo Swayne Charitable Trust
How large is Sam & Cleo Swayne Charitable Trust?
Sam & Cleo Swayne Charitable Trust reported $3.6M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $239K.
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Sam & Cleo Swayne Charitable Trust's focus areas in our free grants database
Similar Funders
Similar funders in Idaho
Idaho Community Foundation Inc
Boise, ID
The Idaho Community Foundation funds Idaho nonprofits, community organizations, and public entities in areas including health, housing, education, arts and culture, the environment, and community benefit. Its 2024 grants had a median of $14,082; its regional program typically awards $3,000–$8,000, with requests capped at $25,000. It accepts applications through specific programs and its online portal, but the profile does not state whether it accepts unsolicited requests generally.
Assets
$260.6M
Grants
348
Total Given
$12.8M
Blue Cross of Idaho Foundation
Meridian, ID
The Blue Cross of Idaho Foundation for Health funds Idaho programs addressing root causes of health, with a focus on community, education, and healthcare. Its 2024 grants ranged from $250 to $300,000, with a median of $1,000, and its work reaches all 44 Idaho counties. It generally funds preselected organizations and does not accept unsolicited requests.
Assets
$80.7M
Grants
282
Total Given
$4.1M
Simplot Company Foundation Inc
Boise, ID
The Simplot Company Foundation supports arts, education, youth, community, health and human services, and food and agriculture programs, with most recent funding going to Idaho organizations. Its 2026 grants ranged from $500 to $494,613, with a median of $2,000. Although its website invites proposals for quarterly review, its 2025 filing says it funds only preselected organizations and does not accept unsolicited requests.
Assets
$147.9M
Grants
134
Total Given
$3.8M
St Luke's Health System Ltd
Boise, ID
St. Luke’s Health System funds nonprofit programs and community-focused events that improve health, with priority for needs identified in its community health assessments and social factors such as housing, behavioral health, and access to care. Its 2025 grants ranged from $5,682 to $3.1 million, with a median of $14,576; funding supports communities across Idaho, including the Magic Valley. It provides an online application route for grant and sponsorship requests, but does not state whether it accepts unsolicited requests.
Assets
$2.6B
Grants
96
Total Given
$6.7M
Laura Moore Cunningham Foundation Inc
McCall, ID
The Laura Moore Cunningham Foundation supports qualified tax-exempt Idaho nonprofits, prioritizing outreach and education for children, underserved communities, and underserved populations; it also funds scholarships through participating colleges. In 2025, grants ranged from $825 to $480,050, with a median of $15,000. It accepts unsolicited applications through an annual online grant cycle.
Assets
$43.5M
Grants
85
Total Given
$4.9M
The Pesky Family Foundation Inc
Boise, ID
The Pesky Family Foundation funds a varied range of causes, including education, arts, health, housing, and youth development, with most 2024 grant dollars going to Idaho. Its 84 grants had a median of $1,000, though awards ranged from $50 to $326,790. It does not restrict giving to preselected organizations; unsolicited requests are not explicitly addressed.
Assets
$7.1M
Grants
84
Total Given
$529K
More similar funders
More Funders in Idaho
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Sam & Cleo Swayne Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Sam & Cleo Swayne Charitable Trust down — hundreds of funders to go?