Southwest Research Institute
Southwest Reseach Institute(SwRI) exists to benefit government, industry & the public by conducting innovative applied & basic research; developing/transferring technology; establishing, maintaining & operating research facilities; & providing a challenging and rewarding work environment to fulfill its scientific, charitable, testing for public safety, literary and educational purposes.
Southwest Research Institute at a glance
In short: Southwest Research Institute gave $514K across 7 grants in 2025 (avg $73K), mostly in Texas. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $514,352
- -3.0% vs 2024
- Grants made (2025)
- 7
- -12.5% vs 2024
- Average grant
- $73,479
- +10.8% vs 2024
- Median grant
- $17,000
- Total assets
- $1,171,739,703
- +4.2% vs 2024
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Southwest Research Institute funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was United Way ($396K). Together the top 7 received $514K.
Grant Size Distribution
37 grants across all recorded years
The most common grant size was under $50K: 30 grants of 37 (81%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How Southwest Research Institute gives
- Giving held roughly steady from 2022 to 2025 (+10%). Method
From the foundation's IRS Form 990 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 $247K (2019) to $530K (2024). In 2025 it made 7 grants totaling $514K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Way San Antonio, TX | General Support | $396,000 |
| ESSAR Recreation Association San Antonio, TX | General Support | $53,352 |
| University of Texas at Austin Austin, TX | General Support | $20,000 |
| The University of Texas at Sa San Antonio, TX | General Support | $17,000 |
| Texas Biomedical Forum San Antonio, TX | General Support | $10,000 |
| Meals on Wheels San Antonio San Antonio, TX | General Support | $9,000 |
| Texas A&M University College Station, TX | General Support | $9,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $1,171,739,703 | $978,595,721 | $935,178,709 | $514,352 | 7 | $10,096,879 |
| 2024 | $1,124,893,515 | $926,409,362 | $892,381,723 | $530,362 | 8 | $11,254,470 |
| 2023 | $1,020,250,704 | $855,635,746 | $811,796,809 | $448,250 | 9 | $10,536,036 |
| 2022 | $937,978,813 | $800,924,085 | $762,558,422 | $468,093 | 9 | $2,256,559 |
| 2021 | $894,584,988 | $748,313,333 | $697,628,143 | $316,025 | 4 | $21,462,811 |
| 2020 | $820,589,755 | $706,134,413 | $660,523,194 | $251,500 | 5 | $9,030,556 |
| 2019 | $761,804,112 | $685,545,163 | $644,457,235 | $246,600 | 4 | $6,850,749 |
About Southwest Research Institute
Based on IRS filings
Southwest Research Institute is a public charity focused on Science & Technology, based in San Antonio, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.2B in total assets. In 2025, it awarded 7 grants totaling $514K. Net investment income was $10.1M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Southwest Research Institute is led by Adam Hamilton, President, CEO & Director since 2024 (on filings since 2019); 36 of 37 officers listed in 2025 are compensated.
Officers on the 2025 filing
Adam Hamilton
President, CEO & Director
President → President & CEO, 2020
President & CEO → President, CEO & Director, 2024
On filings since 2019
40 hrs/week
$883K (2019) → $1.7M (2025)
Brian J Schimmoller
President & CEO Ssllc
President-Signature Science → President & CEO Ssllc, 2025
On filings since 2023
40 hrs/week
$382K (2023) → $371K (2025)
Stephan A Fuselier
Executive Director
On filings since 2019
40 hrs/week
$366K (2019) → $488K (2025)
Jan Newton
Director-Chair
Vice Chairman → Director - Chair, 2024
Director - Chair → Director-Chair, 2025
On filings since 2019
4 hrs/week
$30K (2020) → $73K (2025)
Eugene L Ames
Director
On filings since 2019
2 hrs/week
$30K (2019) → $40K (2025)
J Dan Bates-See Sch J Part II
Director
Director & Former Pres- Ret. → Director, 2025
On filings since 2019
2 hrs/week
$406K (2019) → $345K (2025)
Kimberly S Lubel
Director-Vicech
Director → Director - Vice Chair, 2024
Director - Vice Chair → Director-Vicech, 2025
On filings since 2019
3 hrs/week
$26K (2020) → $45K (2025)
Milton B Lee II
Director
On filings since 2019
3 hrs/week
$37K (2019) → $48K (2025)
Phillip D Green
Director
On filings since 2019
3 hrs/week
$28K (2020) → $45K (2025)
Phillip J Pfeiffer
Director
On filings since 2019
3 hrs/week
$32K (2019) → $45K (2025)
Sam G Dawson
Director
Chairman → Director - Chair, 2024
Director - Chair → Director, 2025
On filings since 2019
2 hrs/week
$29K (2019) → $40K (2025)
Walter D Downing Jr.
Exec.vp, COO & Director
Executive Vice President & COO → Executive Vice President, COO & Director, 2024
Executive Vice President, COO & Director → Exec.vp, COO & Director, 2025
On filings since 2019
40 hrs/week
$674K (2019) → $1M (2025)
Wayne S Alexander
Director
Vice Chairman → Chairman, 2020
Chairman → Director, 2022
On filings since 2019
2 hrs/week
$30K (2019) → $40K (2025)
Harold F Levison
Program Director
On filings since 2023
40 hrs/week
$373K (2023) → $417K (2025)
Esperanza Hope Andrade
Director
On filings since 2024
2 hrs/week
$40K (2025)
Robert G Newman
Director
On filings since 2024
2 hrs/week
$40K (2025)
David S Zachry
Director
Chairman → Director, 2020
On filings since 2019
2 hrs/week
No compensation reported
Anthony Magaro
Vice President
On filings since 2019
40 hrs/week
$206K (2019) → $426K (2025)
Beth Ann Rafferty
CFO, Secretary & Vp-Fin.
CFO & Secretary → CFO, Secretary & Vp-Finance, 2024
CFO, Secretary & Vp-Finance → CFO, Secretary & Vp-Fin., 2025
On filings since 2019
40 hrs/week
$380K (2019) → $624K (2025)
C Nils Smith
Vice President
On filings since 2019
40 hrs/week
$340K (2019) → $541K (2025)
Daniel W Stewart
Vice President
On filings since 2019
40 hrs/week
$340K (2019) → $482K (2025)
James L Burch
Senior Vice President
Vice President → Senior Vice President, 2024
On filings since 2019
40 hrs/week
$557K (2019) → $736K (2025)
Monica R Trollinger
General Counsel
On filings since 2019
40 hrs/week
$187K (2019) → $491K (2025)
Paul Easley
Vice President
On filings since 2019
40 hrs/week
$256K (2019) → $376K (2025)
Ricardo Romo
Former Director
Director → Former Director, 2025
On filings since 2019
$32K (2019) → $20K (2025)
Scott J Bolton
Associate V.p.
Associate Vice President → Associate V.p., 2025
On filings since 2019
40 hrs/week
$425K (2019) → $529K (2025)
Sol A Stern
Associate Vice President
On filings since 2019
40 hrs/week
$383K (2019) → $595K (2025)
Steven D Marty
Vice President
On filings since 2019
40 hrs/week
$358K (2019) → $507K (2025)
Steven W Dellenback
Vice President
On filings since 2019
40 hrs/week
$307K (2019) → $497K (2025)
Ben H Thacker
Vice President
On filings since 2022
40 hrs/week
$256K (2022) → $391K (2025)
Jim R Keys
Vice President
On filings since 2022
40 hrs/week
$283K (2022) → $423K (2025)
Byrl B Brockman
Assistant Treasurer
On filings since 2023
40 hrs/week
$213K (2023) → $268K (2025)
Delia Aguilar
Treasurer & Asst.sec
Treasurer → Treasurer & Assistant Corp Secretary, 2024
Treasurer & Assistant Corp Secretary → Treasurer & Asst.sec, 2025
On filings since 2023
40 hrs/week
$266K (2023) → $330K (2025)
Joe A McDonough
Vice President
On filings since 2023
40 hrs/week
$231K (2023) → $370K (2025)
Michael K McLelland
Vice President
On filings since 2023
40 hrs/week
$400K (2023) → $506K (2025)
Robin Canup
Vice President
Assistant Vice President → Vice President, 2024
On filings since 2023
40 hrs/week
$481K (2023) → $613K (2025)
Jose Navarro
Vice President
On filings since 2024
40 hrs/week
$268K (2024) → $296K (2025)
Former officers (14)
- Former: Mary Ann Rankin (2019–2024) — Director
- Former: Linda Boehme- Ret (2024) — Former Treasurer
- Former: John C Korbell (2019–2023) — Director
- Former: Kenneth H Bennett Jr. (2019–2023) — Former-V.p.
- Former: Linda Boehme (2019–2023) — Treasurer
- Former: Mary Massey (2019–2023) — Former- Vice President Ret.
- Former: Michael MacNaughton (2019–2023) — Former- Vice President Ret.
- Former: Danny M Deffenbaugh (2019–2022) — Former-V.p.
- Former: Robin Mihran (2019–2022) — Assistant Vice President
- Former: Wesley C Patrick (2019–2022) — Former-V.p.
- Former: William M Thompson (2019–2022) — President-Signature Science
- Former: Michael A Re (2022) — Director- Signature Science
- Former: Michael A Regester (2021) — Vice President-Signature Science
- Former: Roger R Hemminghaus (2019–2020) — Director
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 $1.7M, to Adam Hamilton (Pres./CEO/Dir.). 36 officers or directors reported compensation on that filing.
Frequently asked questions about Southwest Research Institute
How much does Southwest Research Institute give each year?
Southwest Research Institute gave $514K across 7 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $530K across 8 grants.
What is Southwest Research Institute's typical grant size?
Southwest Research Institute's median grant in 2025 was $17,000, and its average grant was $73,479, across 7 grants on its 2025 IRS Form 990.
Where does Southwest Research Institute give grants?
Southwest Research Institute gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were San Antonio, TX (5 grants).
Does Southwest Research Institute give general operating support?
Yes: 100% of Southwest Research Institute's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990.
Who are Southwest Research Institute's largest grantees?
Southwest Research Institute's largest 2025 grantees include United Way ($396,000), ESSAR Recreation Association ($53,352) and University of Texas at Austin ($20,000), according to its 2025 IRS Form 990. Together they received 91% of its itemized 2025 grant dollars.
How large is Southwest Research Institute?
Southwest Research Institute reported $1.2B in total assets on its 2025 IRS Form 990. Its revenue that year was $978.6M.
What is Southwest Research Institute?
Southwest Research Institute is a public charity focused on Science & Technology, based in San Antonio, TX. It holds $1.2B in total assets as of 2025.
What is Southwest Research Institute's EIN?
Southwest Research Institute's EIN (Employer Identification Number) is 74-1070544. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS August 17, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS August 12, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS August 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS August 13, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS August 14, 2025)
- Added Form 990 for fiscal year 2019 (received by the IRS August 17, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS August 12, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Southwest Research Institute funds
Science & Technology Open opportunities, soonest deadline first.
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Southwest Research Institute down — hundreds of funders to go?