Swan Theron C Est Tr
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.
Swan Theron C Est Tr at a glance
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.
- Annual giving (2025)
- $96,150
- -12.0% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $32,050
- -12.0% vs 2024
- Median grant
- $32,050
- Total assets
- $2,274,348
- +4.5% vs 2024
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Swan Theron C Est Tr funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
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
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $84K (2023) to $134K (2022). In 2025 it made 3 grants totaling $96K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CCMC-Connecticut Children's Medical Ctr Hartford, CT | Unrestricted General | $32,050 |
| Village for Families & Children Hartford, CT | Unrestricted General | $32,050 |
| CIB -Connecticut Institute for the Blind Hartford, CT | Unrestricted General | $32,050 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,274,348 | $226,512 | $135,587 | $96,150 | 3 | $110,390 | $199,347 | $133,815 |
| 2024 | $2,175,990 | $77,242 | $145,050 | $109,251 | 3 | $122,082 | $48,619 | $125,480 |
| 2023 | $2,169,242 | $-12,627 | $118,494 | $84,126 | 3 | $96,757 | $27,389 | $115,491 |
| 2022 | $2,260,026 | $429,736 | $182,433 | $134,031 | 3 | $147,067 | $404,245 | $122,421 |
| 2021 | $2,381,132 | $152,431 | $146,712 | $103,827 | 3 | — | $130,062 | $134,643 |
| 2019 | $2,028,456 | $128,414 | $137,424 | $101,484 | 3 | — | $95,450 | $110,059 |
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.
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
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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS December 9, 2019)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 31, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 31, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 23, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
- IRS filings on file for fiscal years 2019–2025
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