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.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$36.3M
Grant Count
2
Avg Grant Size
$18.1M
About Swalm Foundation
Based on IRS filings
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.
Ready to take the next step with Swalm Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $35,012,190 | $5,357,597 |
| Revenue | $739,305 | $212,401 | $450,903 |
| Expenses | $36,371,135 | $125,116 | $77,551 |
| Qualifying Distributions | $36,279,510 | — | — |
| Net Investment Income | $670,668 | $118,878 | $369,558 |
| Distributable Amount | $1,271,147 | $591,243 | $228,024 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2023
Grant Size Distribution
2 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 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| VALERI WHITE | PRES/TREASUR | — | — |
| LISA FRANTZ | VICE-PRES/SE | — | — |
| BILLY C WARD | DIRECTOR | — | — |
| PAT WHITE | DIRECTOR | — | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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