Swan Theron C Est Tr
Swan Theron C Est Tr is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 3 grants totaling $109K. Net investment income was $49K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.2M
+0.3% YoY
Annual Giving
$109K
+29.9% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$36K
+29.9% YoY
Under IRS private-foundation payout rules, Swan Theron C Est Tr reported a distributable amount of $125K for 2024 — the minimum it must pay out in qualifying distributions.
About Swan Theron C Est Tr
Based on IRS filings
Swan Theron C Est Tr is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 3 grants totaling $109K. Net investment income was $49K.
Ready to take the next step with Swan Theron C Est Tr?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,175,990 | $2,169,242 | $2,260,026 |
| Revenue | $77,242 | $-12,627 | $429,736 |
| Expenses | $145,050 | $118,494 | $182,433 |
| Qualifying Distributions | $122,082 | $96,757 | $147,067 |
| Net Investment Income | $48,619 | $27,389 | $404,245 |
| Distributable Amount | $125,480 | $115,491 | $122,421 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Conn Childrens Medical Center ($36,417), Village for Families & Children ($36,417), Connecticut Inst for the Blind ($36,417).
| Recipient | Purpose | Amount |
|---|---|---|
| CONN CHILDRENS MEDICAL CENTER HARTFORD, CT | UNRESTRICTED GENERAL | $36,417 |
| VILLAGE FOR FAMILIES & CHILDREN HARTFORD, CT | UNRESTRICTED GENERAL | $36,417 |
| CONNECTICUT INST FOR THE BLIND HARTFORD, CT | UNRESTRICTED GENERAL | $36,417 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | TRUSTEE | 1 | $30,828 |
Frequently Asked Questions
How large is Swan Theron C Est Tr?
As of 2024, Swan Theron C Est Tr holds $2.2M in total assets with $77K in annual revenue. It awarded 3 grants totaling $109K in 2024.
Where does Swan Theron C Est Tr operate?
Swan Theron C Est Tr has awarded grants in Connecticut.
What size grants does Swan Theron C Est Tr award?
In 2024, Swan Theron C Est Tr awarded 3 grants totaling $109K — an average of about $36K per grant, based on its IRS Form 990 filings.
How much is Swan Theron C Est Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Swan Theron C Est Tr reported a distributable amount of $125K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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