Southwestern Graduate School of Banking Foundation
To provide the highest quality graduate level education for bank and financial service industry managers, senior officers, and directors. The foundation also seeks to develop leaders who are able to meet the industry's challenges whenever and wherever they arise.
Key facts about Southwestern Graduate School of Banking Foundation
- EIN
- 23-7091275
- Latest 990 filing
- Form 990, 2025
- Total assets
- $6,678,113
Data from IRS Form 990, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$6.7M
+17.4% YoY
Revenue
$3.8M
+9.7% YoY
Net Investment Income
$568K
-23.6% YoY
Expenses
$2.8M
+14.7% YoY
About Southwestern Graduate School of Banking Foundation
Based on IRS filings
Southwestern Graduate School of Banking Foundation is a public charity focused on Education, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $6.7M in total assets. Net investment income was $568K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2024, annual grant giving ranged from $1K (2023) to $485K (2022). In 2024 it reported $1K in grants paid, as a total without an itemized list.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $250–500K range: 1 grant of 1 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $6,678,113 | $5,688,550 | $4,937,692 |
| Revenue | $3,775,598 | $3,442,778 | $1,738,355 |
| Expenses | $2,755,151 | $2,401,113 | $1,356,196 |
| Net Investment Income | $567,778 | $743,213 | $185,976 |
Data update history
When this profile's IRS filing data changed on Grantable
- 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 8, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS August 11, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS July 21, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Southwestern Graduate School of Banking Foundation is led by William T. Chittenden PhD, President & CEO on the 2025 filing; 3 of 24 officers listed in 2025 are compensated.
Officers on the 2025 filing
William T. Chittenden PhD
President & CEO
New on the 2025 filing
40 hrs/week
$285K (2025)
Jill Castilla
Chair
Trustee → Chair, 2023
On filings since 2020
2 hrs/week
No compensation reported
Brad Cheves
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Christopher J. Furlow
Trustee
On filings since 2020
2 hrs/week
No compensation reported
darla r rooke
Trustee
On filings since 2020
2 hrs/week
No compensation reported
J. Craig Buford
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Matthew B Myers PhD
Trustee
On filings since 2020
2 hrs/week
No compensation reported
R Scott heitkamp
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Robert L. Clarke
Trustee
Counsel → Trustee, 2024
On filings since 2020
2 hrs/week
No compensation reported
Victor Pierson
Trustee
Chair → Trustee, 2023
On filings since 2020
2 hrs/week
No compensation reported
charles g cooper
Trustee
On filings since 2024
2 hrs/week
No compensation reported
christopher l williston vi
Trustee
On filings since 2024
2 hrs/week
No compensation reported
david l kemp
Trustee
On filings since 2024
2 hrs/week
No compensation reported
F Scott Dueser
Trustee
On filings since 2024
2 hrs/week
No compensation reported
jelena mcwilliams
Trustee
On filings since 2024
2 hrs/week
No compensation reported
Susannah T Marshall
Trustee
On filings since 2024
2 hrs/week
No compensation reported
William R Jenkins III
Trustee
On filings since 2024
2 hrs/week
No compensation reported
Greg Massey
Trustee
New on the 2025 filing
2 hrs/week
No compensation reported
Janet Ann Mills
Trustee
New on the 2025 filing
2 hrs/week
No compensation reported
Sanford M. Brown
Trustee
New on the 2025 filing
2 hrs/week
No compensation reported
Todd Milbourn PhD
Trustee
New on the 2025 filing
2 hrs/week
No compensation reported
David Davis
Chief Operating Officer
On filings since 2024
40 hrs/week
$195K (2024) → $203K (2025)
Seth Bennett
It Manager
New on the 2025 filing
40 hrs/week
$106K (2025)
Thomas Gary Hudson
Vice Chair
Trustee → Vice Chair, 2024
On filings since 2020
2 hrs/week
No compensation reported
Former officers (6)
- Former: jeffrey r schmid (2021–2024) — President & CEO
- Former: Curtis J. Davidson (2020–2023) — Trustee
- Former: J Rogers Pope (2020–2023) — Trustee
- Former: Kenneth L Burgess (2020–2023) — Trustee
- Former: S SCOTT MACDONALD PhD (2020–2023) — President & CEO
- Former: Stephen Y Scurlock (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $285K, to William T Chittenden PHD (President & CEO). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Southwestern Graduate School of Banking Foundation
How large is Southwestern Graduate School of Banking Foundation?
Southwestern Graduate School of Banking Foundation reported $6.7M in total assets on its 2025 IRS Form 990. Its revenue that year was $3.8M.
What is Southwestern Graduate School of Banking Foundation?
Southwestern Graduate School of Banking Foundation is a public charity focused on Education, based in Dallas, TX. It holds $6.7M in total assets as of 2025.
Where does Southwestern Graduate School of Banking Foundation operate?
Southwestern Graduate School of Banking Foundation has awarded grants in Texas.
What is Southwestern Graduate School of Banking Foundation's EIN?
Southwestern Graduate School of Banking Foundation's EIN (Employer Identification Number) is 23-7091275. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Southwestern Graduate School of Banking Foundation by hand.
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