Swallen Cj & G Msnary Ed Sch Fd

BROOKLYN, OH EIN: 34-6923805

GRANTS ARE MADE ACCORDING TO TRUST AGREEMENT DATED OCTOBER 22, 1987. KEYBANK, AS TRUSTEE MAKES DISTRIBUTIONS AS FOLLOWS: 33.333% TO MALONE COLLEGE, 33.333% TO GOSHEN COLLEGE AND 33.334% TO ANDREWS UNIVERSITY. UNDER THE OHIO INSTITUTIONAL TRUST FUNDS ACT OF 1999, THE BENEFICIARIES HAVE CHOSEN TO RECEIVE THE MAXIMUM OF INCOME BASED ON THE GREATER OF 5% OF AFV OR TRADITIONAL INCOME. KEYBANK MAINTAINS A RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OF EACH BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION. PLEASE NOTE THE CHARITIES HAVE A RIGHT TO REMOVE THE TRUSTEE, AND THE TRUSTEE HAS THE AUTHORITY TO AMEND THE DOCUMENT TO INSURE THE CONTINUATION TO QUALIFY AS A 509(A)3.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.5M

-1.9% YoY

Annual Giving

$134K

-3.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$45K

-3.2% YoY

About Swallen Cj & G Msnary Ed Sch Fd

Based on IRS filings

Swallen Cj & G Msnary Ed Sch Fd is a nonprofit organization, based in BROOKLYN, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 3 grants totaling $134K. Net investment income was $121K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Michigan $236K (33%)

Indiana $236K (33%)

Ohio $236K (33%)

States

Indiana Michigan Ohio

Cities

Berrien SpringsCantonGoshen

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,469,933	$2,518,677	$2,574,864
Revenue	$120,819	$112,956	$102,946
Expenses	$167,794	$169,040	$190,338
Qualifying Distributions	—	—	—
Net Investment Income	$120,819	$112,950	$102,946
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 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Andrews University ($44,696), Malone College ($44,695), Goshen College ($44,695).

Recipient	Purpose	Amount
MALONE COLLEGE CANTON, OH	SCHOLARSHIPS FOR MISSIONARY STUDENTS	$44,695
GOSHEN COLLEGE GOSHEN, IN	SCHOLARSHIPS FOR MISSIONARY STUDENTS	$44,695
ANDREWS UNIVERSITY BERRIEN SPRINGS, MI	SCHOLARSHIPS FOR MISSIONARY STUDENTS	$44,696

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Swallen Cj & G Msnary Ed Sch Fd?

As of 2024, Swallen Cj & G Msnary Ed Sch Fd holds $2.5M in total assets with $121K in annual revenue. It awarded 3 grants totaling $134K in 2024.

Where does Swallen Cj & G Msnary Ed Sch Fd operate?

Swallen Cj & G Msnary Ed Sch Fd has awarded grants in Indiana, Michigan, Ohio.

What size grants does Swallen Cj & G Msnary Ed Sch Fd award?

In 2024, Swallen Cj & G Msnary Ed Sch Fd awarded 3 grants totaling $134K — an average of about $45K per grant, based on its IRS Form 990 filings.

What is Swallen Cj & G Msnary Ed Sch Fd's EIN?

Swallen Cj & G Msnary Ed Sch Fd's EIN (Employer Identification Number) is 34-6923805. IRS Form 990 filing data is available on this page for 2019–2024.