Swan Theron C Est Tr

Private foundation · Grantmaker Dallas, TX EIN: 06-6209815

Swan Theron C Est Tr is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.3M in total assets. In 2025, it awarded 3 grants totaling $96K. Net investment income was $199K.

Key facts about Swan Theron C Est Tr

In short: Swan Theron C Est Tr gave $96K across 3 grants in 2025 (avg $32K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

EIN
06-6209815
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$96,150
Grants made (2025)
3
Average grant
$32,050
Median grant
$32,050
Total assets
$2,274,348
Primary geography
Connecticut (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.3M

+4.5% YoY

Annual Giving

$96K

-12.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$32K

-12.0% YoY

Under IRS private-foundation payout rules, Swan Theron C Est Tr reported a distributable amount of $134K for 2025 — the minimum it must pay out in qualifying distributions.

How Swan Theron C Est Tr gives

  • Giving fell 28% from 2022 to 2025. Method
  • In 2025 it paid out 82% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 3 itemized grants.

States

Cities

Hartford

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K3 grants2019 3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $84K (2023) to $134K (2022). In 2025 it made 3 grants totaling $96K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

CCMC-Connecticut Children's Medical Ctr: $32KCCMC-Connecticut Children'sMedical Ctr$32KVillage for Families & Children: $32KVillage for Families &Children$32KCIB -Connecticut Institute for the Blind: $32KCIB -Connecticut Institute forthe Blind$32K

The largest 2025 recipient was CCMC-Connecticut Children's Medical Ctr ($32K). Together the top 3 received $96K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
CCMC-Connecticut Children's Medical Ctr Hartford, CTUnrestricted General$32,050
Village for Families & Children Hartford, CTUnrestricted General$32,050
CIB -Connecticut Institute for the Blind Hartford, CTUnrestricted General$32,050

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2019 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,274,348$2,175,990$2,169,242
Revenue$226,512$77,242$-12,627
Expenses$135,587$145,050$118,494
Qualifying Distributions$110,390$122,082$96,757
Net Investment Income$199,347$48,619$27,389
Distributable Amount$133,815$125,480$115,491

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS December 9, 2019)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 31, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS January 31, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS January 23, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
  7. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Swan Theron C Est Tr's only listed officer is Bank Of America N A, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Bank Of America N A

    Trustee

    On filings since 2019

    1 hr/week

    $28K (2019) → $34K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America N a — Trustee: $34KBank of America N aTrustee$34K

The highest reported compensation on the 2025 filing was $34K, to Bank of America N a (Trustee).

Frequently asked questions about Swan Theron C Est Tr

How much does Swan Theron C Est Tr give each year?

Swan Theron C Est Tr gave $96K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $109K across 3 grants.

What is Swan Theron C Est Tr's typical grant size?

Swan Theron C Est Tr's median grant in 2025 was $32,050, and its average grant was $32,050, across 3 grants on its 2025 IRS Form 990-PF.

Where does Swan Theron C Est Tr give grants?

Swan Theron C Est Tr gives mostly in Connecticut: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Hartford, CT (3 grants).

Does Swan Theron C Est Tr give general operating support?

Yes: 100% of Swan Theron C Est Tr's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Swan Theron C Est Tr?

Swan Theron C Est Tr reported $2.3M in total assets on its 2025 IRS Form 990-PF. It paid out $110K in qualifying distributions that year, against a required minimum of $134K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Swan Theron C Est Tr's EIN?

Swan Theron C Est Tr's EIN (Employer Identification Number) is 06-6209815. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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