Swall Foundation
Swall Foundation is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $62.4M in total assets. In 2024, it awarded 5 grants totaling $2.9M. Net investment income was $7.3M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$62.4M
+7.3% YoY
Annual Giving
$2.9M
+14.5% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$581K
+14.5% YoY
Under IRS private-foundation payout rules, Swall Foundation reported a distributable amount of $4.6M for 2024 — the minimum it must pay out in qualifying distributions.
About Swall Foundation
Based on IRS filings
Swall Foundation is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $62.4M in total assets. In 2024, it awarded 5 grants totaling $2.9M. Net investment income was $7.3M.
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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 | $62,364,418 | $58,126,314 | $58,234,803 |
| Revenue | $7,833,246 | $2,870,151 | $2,203,463 |
| Expenses | $3,569,992 | $3,056,374 | $4,670,204 |
| Qualifying Distributions | $2,957,445 | $2,586,673 | $4,191,412 |
| Net Investment Income | $7,299,644 | $2,366,971 | $1,885,865 |
| Distributable Amount | $4,632,233 | $4,289,649 | $4,395,227 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include American Cancer Society ($581,210), American Heart Association ($581,210), National Multiple Sclerosis Society ($581,210).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN CANCER SOCIETY HAGERSTOWN, MD | GENERAL OPERATING | $581,210 |
| AMERICAN HEART ASSOCIATION ST PETERSBURG, FL | GENERAL OPERATING | $581,210 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY DENVER, CO | GENERAL OPERATING | $581,210 |
| AMERICAN LUNG ASSOCIATION OF CA BROOKFIELD, WI | GENERAL OPERATING | $581,210 |
| UNITED CEREBRAL PALSY MODESTO, CA | GENERAL OPERATING | $581,210 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE | 1 | $503,948 |
Frequently Asked Questions
How large is Swall Foundation?
As of 2024, Swall Foundation holds $62.4M in total assets with $7.8M in annual revenue. It awarded 5 grants totaling $2.9M in 2024.
Where does Swall Foundation operate?
Swall Foundation has awarded grants in California, Colorado, Florida, Maryland, Oklahoma, Wisconsin.
What size grants does Swall Foundation award?
In 2024, Swall Foundation awarded 5 grants totaling $2.9M — an average of about $581K per grant, based on its IRS Form 990 filings.
How much is Swall Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Swall Foundation reported a distributable amount of $4.6M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Swall Foundation's EIN?
Swall Foundation's EIN (Employer Identification Number) is 94-6169932. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Swall Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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