Swan Charitable Foundation

Foundation · Grantmaker Canfield, OH EIN: 34-1757292

Swan Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Canfield, OH. IRS filing data is available from 2021 through 2022. As of 2022, the organization holds $163K in total assets. In 2022, it awarded 7 grants totaling $34K. Net investment income was $21K.

Key facts about Swan Charitable Foundation

EIN: 34-1757292
Latest 990 filing: Form 990-PF, 2022
Annual giving (2022): $34,000
Grants made (2022): 7
Average grant: $4,857
Median grant: $4,000
Total assets: $163,370
Primary geography: Ohio (88% of itemized 2022 grant dollars)

Data from IRS Form 990-PF, 2022; updated April 2026.

Who Swan Charitable Foundation funds

By grant dollars, the top recipient states for Swan Charitable Foundation's 7 itemized 2022 grants were Ohio (88%) and Indiana (12%). The most frequent recipient cities were Youngstown, OH (4 grants). 100% of grants with a stated purpose were for general or operating support.

How Swan Charitable Foundation gives

In 2022 it paid out 285% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

$163K

-7.7% YoY

Annual Giving

$34K

+78.9% YoY

Grant Count

-12.5% YoY

Avg Grant Size

$5K

+104.5% YoY

Under IRS private-foundation payout rules, Swan Charitable Foundation reported a distributable amount of $12K for 2022 — the minimum it must pay out in qualifying distributions.

About Swan Charitable Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $30K (88%)

Indiana $4K (12%)

Share of all 7 itemized 2022 grant dollars.

States

California Indiana Ohio

Cities

YoungstownColumbusMilfordIndianapolisYorba Linda

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2022	2021
Total Assets	$163,370	$176,970
Revenue	$21,499	$4,737
Expenses	$35,099	$20,108
Qualifying Distributions	$35,099	—
Net Investment Income	$20,959	$8,937
Distributable Amount	$12,294	$12,295

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2021–2022

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2022

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2022 grants, the largest recipients include Westminster Presbyterian ($14,500), Meals on Wheels ($4,000), Planned Parenthood ($4,000).

Recipient	Purpose	Amount
WESTMINSTER PRESBYTERIAN Youngstown, OH	GENERAL FUND	$14,500
MEALS ON WHEELS Youngstown, OH	GENERAL FUND	$4,000
PLANNED PARENTHOOD Columbus, OH	GENERAL FUND	$4,000
YOUNGSTOWN STATE UNIVERSITY Youngstown, OH	GENERAL FUND	$4,000
FIGHT FOR LIFE Indianapolis, IN	GENERAL FUND	$4,000
UNITED WAY Youngstown, OH	GENERAL FUND	$3,000
CINCINNATI THERAPEUTIC RIDING AND HORSEMANSHIP Milford, OH	GENERAL FUND	$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2022 IRS filing

Name	Title	Hours	Compensation
John W Rumberg III	Trustee	1	—
Robert N Rumberg	Trustee	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Swan Charitable Foundation?

Swan Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Canfield, OH. It holds $163K in total assets as of 2022.

How large is Swan Charitable Foundation?

As of 2022, Swan Charitable Foundation holds $163K in total assets with $21K in annual revenue. It awarded 7 grants totaling $34K in 2022.

Where does Swan Charitable Foundation operate?

Swan Charitable Foundation has awarded grants in California, Indiana, Ohio.

What size grants does Swan Charitable Foundation award?

In 2022, Swan Charitable Foundation awarded 7 grants totaling $34K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Swan Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2022, Swan Charitable Foundation reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.