Samuel B Swan Tua
Samuel B Swan Tua is a private foundation focused on Philanthropy, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it awarded 1 grant totaling $97K. Net investment income was $127K.
Samuel B Swan Tua at a glance
In short: Samuel B Swan Tua gave $97K across 1 grant in 2025 (avg $97K), mostly in Rhode Island. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $96,535
- +5.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $96,535
- +5.3% vs 2024
- Median grant
- $96,535
- Total assets
- $1,812,851
- +1.2% vs 2024
- Primary geography
- Rhode Island (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Samuel B Swan Tua funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Emma Pendleton Bradley Hospital ($97K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Samuel B Swan Tua gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $74K (2023) to $130K (2020). In 2025 it made 1 grant totaling $97K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Emma Pendleton Bradley Hospital Riverside, RI | Unrestricted General | $96,535 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,812,851 | $143,658 | $122,811 | $96,535 | 1 | $104,690 | $127,034 | $105,128 |
| 2024 | $1,792,206 | $127,094 | $113,671 | $91,665 | 1 | $99,469 | $112,925 | $100,381 |
| 2023 | $1,779,316 | $19,454 | $93,320 | $73,707 | 1 | $80,746 | $36,328 | $93,110 |
| 2022 | $1,855,247 | $12,044 | $134,284 | $102,830 | 1 | $109,486 | $40,690 | $95,583 |
| 2021 | $1,978,731 | $369,480 | $109,281 | $86,243 | 1 | $93,369 | $354,909 | $103,295 |
| 2020 | $1,718,483 | $150,164 | $145,932 | $130,026 | 1 | — | $139,805 | $89,308 |
| 2019 | $1,714,719 | $76,660 | $101,686 | $85,287 | 1 | — | $66,925 | $93,047 |
Under IRS private-foundation payout rules, Samuel B Swan Tua reported a distributable amount of $105K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Samuel B Swan Tua's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$14K (2019) → $19K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $19K, to Bank of America (Trustee).
Frequently asked questions about Samuel B Swan Tua
How much does Samuel B Swan Tua give each year?
Samuel B Swan Tua gave $97K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $92K across 1 grant.
How large is Samuel B Swan Tua?
Samuel B Swan Tua reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $105K in qualifying distributions that year, against a required minimum of $105K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Samuel B Swan Tua?
Samuel B Swan Tua is a private foundation focused on Philanthropy, based in Dallas, TX. It holds $1.8M in total assets as of 2025.
Where does Samuel B Swan Tua operate?
Samuel B Swan Tua has awarded grants in Rhode Island.
What is Samuel B Swan Tua's EIN?
Samuel B Swan Tua's EIN (Employer Identification Number) is 05-6049399. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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