Swanson Carl and Eva Trust UA

Private foundation · Grantmaker Saint Louis, MO EIN: 39-6782692

Swanson Carl and Eva Trust UA is a private foundation focused on Education, based in Saint Louis, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $276K in total assets. In 2025, it made $9K in qualifying distributions. Net investment income was $20K.

Key facts about Swanson Carl and Eva Trust UA

EIN
39-6782692
Latest 990 filing
Form 990-PF, 2025
Total assets
$276,101

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$276K

+3.2% YoY

Revenue

$20K

+36.0% YoY

Qualifying Distributions

$9K

-32.0% YoY

Expenses

$11K

-34.1% YoY

Under IRS private-foundation payout rules, Swanson Carl and Eva Trust UA reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.

How Swanson Carl and Eva Trust UA gives

  • Giving held roughly steady from 2021 to 2024 (−17%). Method
  • In 2025 it paid out 57% 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.

Your AI grants department

Ready to take the next step with Swanson Carl and Eva Trust UA?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

AmesCedar FallsFort DodgeBuena VistaCedar RapidsIowa CityStorm LakeDecorahPellaSioux City

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K10 grants2020 5 grants2021 5 grants2022 5 grants2023 4 grants2024 0 grants2025

From 2020 to 2024, annual grant giving ranged from $10K (2024) to $15K (2023). In 2024 it made 4 grants totaling $10K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

19 grants across all recorded years

19<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 19 grants of 19 (100%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$276,101$267,450$269,602
Revenue$20,415$15,014$5,941
Expenses$11,465$17,401$21,902
Qualifying Distributions$9,153$13,468$18,299
Net Investment Income$20,336$10,887$4,680
Distributable Amount$16,067$15,081$13,927

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Swanson Carl and Eva Trust UA's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (uncompensated).

Officers on the 2025 filing

  • Wells Fargo Bank N A

    Trustee

    On filings since 2020

    1 hr/week

    $5K (2020) → $0 (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Wells Fargo Bank N a — Trustee: $5KWells Fargo Bank N aTrustee$5K

The highest reported compensation on the 2024 filing was $5K, to Wells Fargo Bank N a (Trustee).

Frequently asked questions about Swanson Carl and Eva Trust UA

How large is Swanson Carl and Eva Trust UA?

Swanson Carl and Eva Trust UA reported $276K in total assets on its 2025 IRS Form 990-PF. It paid out $9K in qualifying distributions that year, against a required minimum of $16K (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 Swanson Carl and Eva Trust UA?

Swanson Carl and Eva Trust UA is a private foundation focused on Education, based in Saint Louis, MO. It holds $276K in total assets as of 2025.

Where does Swanson Carl and Eva Trust UA operate?

Swanson Carl and Eva Trust UA has awarded grants in Iowa.

What is Swanson Carl and Eva Trust UA's EIN?

Swanson Carl and Eva Trust UA's EIN (Employer Identification Number) is 39-6782692. IRS Form 990 filing data is available on this page for 2020–2025.

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

Your AI grants department

Here's the math on researching Swanson Carl and Eva Trust UA by hand.

Explore Open Grants

Browse active grant opportunities in Swanson Carl and Eva Trust UA's focus areas in our free grants database

Similar Funders

Funders with grantees in common

Fahrney Education Fdtn Trust

Milwaukee, WI

The Fahrney Education Foundation Trust funds scholarships at educational institutions, with recent grants going to colleges and universities in Iowa. In 2025, grants ranged from $2,500 to $52,500, with a median of $7,500. It accepts scholarship applications by request; applicants submit a form, transcript, and signed personal letter, with an annual February 15 deadline.

Assets

$5.4M

Grants

17

Total Given

$233K

R D Cundiff Scholarship Trust Dtd 10121

East Peoria, IL

The R D Cundiff Scholarship Trust funds scholarships through colleges and universities, primarily in Illinois, with smaller grants reaching nearby states. In 2025, it awarded 19 grants totaling $128,775; awards ranged from $1,925 to $27,525, with a median of $1,925. It accepts no unsolicited requests and gives only to preselected organizations.

Assets

$3.0M

Grants

19

Total Given

$129K

Ottumwa Regional Legacy Foundation Inc

Ottumwa, IA

The foundation funds community projects in Ottumwa and Wapello County, including work in health, education, housing, economic prosperity, and quality of life. Its annual grantmaking averages about $3 million; Bright Ideas grants are typically $2,500–$30,000, while awards overall vary widely. Bright Ideas accepts applications from eligible nonprofits; strategic grants are by invitation only.

Assets

$73.8M

Grants

216

Total Given

$3.1M

The Seidler Foundation

Des Moines, IA

The Seidler Foundation funds need-based postsecondary scholarships for students in specified Iowa school districts, along with selected arts and culture projects and efforts to reduce childhood hunger and improve food access. In 2024, grants ranged from $500 to $300,000, with a median of $10,000; giving is concentrated in Iowa, Wyoming, Missouri, and Kansas. It accepts written requests, and its filing says grants are not restricted to preselected organizations.

Assets

$88.0M

Grants

175

Total Given

$4.1M

Ralph J Baudhuin Foundation

Roscoe, IL

The Ralph J. Baudhuin Foundation funds scholarships, religious organizations, and humanitarian services, with most grant dollars going to Illinois and additional support in other states and Haiti. Its 2025 grants ranged from $1,000 to $22,000, with a median of $2,000. It accepts unsolicited community support requests by letter; first-time requests are reviewed at the board’s annual meeting in early December.

Assets

$5.2M

Grants

107

Total Given

$392K

Kirsch Scholarship Fund

Eagan, MN

Education

Assets

$1.1M

Grants

7

Total Given

$61K

Special Needs Foundation of Des Moines County

Burlington, IA

The foundation funds direct services, scholarships, equipment, recreation, and other support for people with disabilities or chronic health conditions, primarily in Des Moines County, Iowa. In 2025, grants ranged from $1,290 to $13,030, with a median of $2,090. It gives only to preselected charitable organizations and does not accept unsolicited funding requests; its scholarship program has a separate application process.

Assets

$3.8M

Grants

27

Total Given

$81K

J Ralph And Gladys Meier Scholarship Trust

Cedar Rapids, IA

Assets

$137K

Grants

5

Total Given

$5K

Roy J Carver Charitable Trust

Muscatine, IA

The Roy J. Carver Charitable Trust supports biomedical and scientific research, education and scholarships, youth services and recreation, and community libraries, primarily in Iowa and parts of Illinois. Its 2025 grants ranged from $1,000 to $3.45 million, with a median of about $121,000. Organizations must submit a written or electronic letter of inquiry first; the Trust may invite a full proposal.

Assets

$241.5M

Grants

87

Total Given

$16.5M

Clarence and Olive Richards Sch

Eagan, MN

Assets

$505K

Grants

4

Total Given

$20K

Duane and Evelyn Munter Charitable Trust

Strawberry Point, IA

Assets

$295K

Grants

3

Total Given

$6K

Michael & Susan Dell Foundation

Austin, TX

The Michael & Susan Dell Foundation funds education, health, family economic stability, and nonprofit capacity, with a strong focus on children and families and its deepest investment in Texas, especially Greater Austin; it also supports work elsewhere in the U.S. and internationally. Its 2024 grants ranged from $75 to $50 million, with a median of $19,324. It accepts unsolicited requests through an online application.

Assets

$7.8B

Grants

835

Total Given

$164.6M

More Funders in Missouri

Swanson Carl and Eva Trust UA down — hundreds of funders to go?

Want AI to do this for you?