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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1B
+10.3% YoY
Annual Giving
$530K
+18.3% YoY
Grant Count
8
-11.1% YoY
Avg Grant Size
$66K
+33.1% YoY
About Southwest Research Institute
Based on IRS filings
Southwest Research Institute is a nonprofit organization focused on Science & Technology, based in SAN ANTONIO, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1B in total assets. In 2024, it awarded 8 grants totaling $530K. Net investment income was $11.3M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,124,893,515 | $1,020,250,704 | $937,978,813 |
| Revenue | $926,409,362 | $855,635,746 | $800,924,085 |
| Expenses | $892,381,723 | $811,796,809 | $762,558,422 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $11,254,470 | $10,536,036 | $2,256,559 |
| 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 8 recipients in 2024
Grant Size Distribution
35 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Adam Hamilton | President/CEO/Director | 40 | $1,661,889 |
| Walter D Downing Jr | Exec VP/COO/Director | 40 | $1,020,498 |
| J Dan Bates-See Sch J Part III | Director/Former Pres- Ret. | 2 | $341,231 |
| Milton B Lee II | Director | 3 | $40,000 |
| Phillip J Pfeiffer | Director | 3 | $40,750 |
| Ricardo Romo | Director (Ended 12/31/2023) | 1 | $16,000 |
| Wayne S Alexander | Director | 2 | $39,000 |
| Jan Newton | Director - Chair (2024) | 4 | $42,500 |
| Eugene L Ames | Director | 2 | $36,000 |
| Phillip D Green | Director | 3 | $41,000 |
| Sam G Dawson | Director - Chair (2023) | 2 | $61,750 |
| Mary Ann Rankin | Director (Ended 12/31/2023) | 1 | $36,000 |
| Kimberly S Lubel | Director - Vice Chair (2024) | 3 | $37,000 |
| David S Zachry | Director | 2 | — |
| Esperanza Hope Andrade | Director (Begin 01/01/2024) | 2 | — |
| Robert G Newman | Director (Begin 01/01/2024) | 2 | — |
| James L Burch | Senior Vice President | 40 | $735,215 |
| Beth Ann Rafferty | CFO/Secretary/VP-Finance | 40 | $593,011 |
| Steven D Marty | Vice President | 40 | $499,729 |
| Daniel W Stewart | Vice President | 40 | $465,826 |
| C Nils Smith | Vice President | 40 | $522,984 |
| Robin Canup | Vice President | 40 | $502,992 |
| Steven W Dellenback | Vice President | 40 | $482,465 |
| Paul Easley | Vice President | 40 | $365,864 |
| Monica R Trollinger | General Counsel | 40 | $458,288 |
| Anthony Magaro | Vice President | 40 | $401,279 |
| Jim R Keys | Vice President | 40 | $360,666 |
| Ben H Thacker | Vice President | 40 | $394,772 |
| Delia Aguilar | Treasurer & Asst. Corp Secretary | 40 | $283,098 |
| Byrl B Brockman | Assistant Treasurer | 40 | $228,777 |
| Joe A McDonough | Vice President | 40 | $280,860 |
| Michael K McLelland | Vice President | 40 | $412,233 |
| Jose Navarro | Vice President (Begin 12/07/2023) | 40 | $268,191 |
| Sol A Stern | Associate Vice President | 40 | $568,462 |
| Scott J Bolton | Associate Vice President | 40 | $510,829 |
| Stephan A Fuselier | Executive Director | 40 | $457,963 |
| Harold F Levinson | Program Director | 40 | $390,009 |
| Brian J Schimmoller | President-Signature Science | 40 | $370,742 |
| Linda Boehme- Ret 5323 | Former Treasurer | 40 | $259,151 |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Harold D Miller Endowment Fund
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Assets
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Amarillo Business Foundation
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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