Swan Charitable Foundation

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.

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 $47K (89%)

Indiana $4K (8%)

California $2K (4%)

States

California Indiana Ohio

Cities

ColumbusIndianapolisMilfordYorba LindaYoungstown

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

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 include Westminster Presbyterian ($14,500), Meals on Wheels ($4,000), Planned Parenthood ($4,000).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

From 2022 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.