Swalm Foundation
Swalm Foundation is a private foundation, based in Wellington, TX. IRS filing data is available from 2020 through 2023. In 2023, it awarded 2 grants totaling $36.3M. Net investment income was $671K.
Swalm Foundation at a glance
In short: Swalm Foundation gave $36.3M across 2 grants in 2023 (avg $18.1M), mostly in Texas. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $36,279,510
- Grants made (2023)
- 2
- Average grant
- $18,139,755
- Median grant
- $18,139,755
- Primary geography
- Texas (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Swalm Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2023
The largest 2023 recipient was Zephyr Foundation ($18.1M). Together the top 2 received $36.3M.
Grant Size Distribution
2 grants across all recorded years
The most common grant size was $5M or more: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 2 itemized grants.
States
Cities
How Swalm Foundation gives
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2023 it made 2 grants totaling $36.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Zephyr Foundation Wellington, TX | General Purpose | $18,139,755 |
| LSF Foundation Houston, TX | General Purpose | $18,139,755 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $739,305 | $36,371,135 | $36,279,510 | 2 | $36,279,510 | $670,668 | $1,271,147 |
| 2022 | $35,012,190 | $212,401 | $125,116 | — | — | — | $118,878 | $591,243 |
| 2021 | $5,357,597 | $450,903 | $77,551 | — | — | — | $369,558 | $228,024 |
| 2020 | $3,783,715 | $-6,959,287 | $4,137,526 | — | — | — | — | $187,857 |
Under IRS private-foundation payout rules, Swalm Foundation reported a distributable amount of $1.3M for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Swalm Foundation is led by Valeri White, President & Treasurer on every filing since 2020; none of the 4 officers listed in 2023 report compensation.
Officers on the 2023 filing
Valeri White
President & Treasurer
On filings since 2020
No compensation reported
Billy C. Ward
Director
On filings since 2020
No compensation reported
Pat White
Director
On filings since 2020
No compensation reported
Lisa Frantz
Vice President & Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Swalm Foundation
How much does Swalm Foundation give each year?
Swalm Foundation gave $36.3M across 2 grants in 2023, according to its 2023 IRS Form 990-PF.
Where does Swalm Foundation operate?
Swalm Foundation has awarded grants in Texas.
How much is Swalm Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Swalm Foundation reported a distributable amount of $1.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Swalm Foundation's EIN?
Swalm Foundation's EIN (Employer Identification Number) is 74-2073420. IRS Form 990 filing data is available on this page for 2020–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
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Figures come from Swalm Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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