Swanson Carl and Eva Trust UA
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.
Swanson Carl and Eva Trust UA at a glance
- Total assets
- $276,101
- +3.2% vs 2024
- Revenue (2025)
- $20,415
- +36.0% vs 2024
- Qualifying distributions (2025)
- $9,153
- -32.0% vs 2024
- Expenses (2025)
- $11,465
- -34.1% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Swanson Carl and Eva Trust UA funds
How this funder distributes its grants
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 19 grants of 19 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $10K (2024) to $15K (2023). In 2024 it made 4 grants totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Iowa State University Ames, IA | Scholarship | $2,500 |
| 1 individual scholarship Recipients not named | — | $2,500 |
| University of Iowa Iowa City, IA | Scholarship | $2,500 |
| Mount Mercy University Cedar Rapids, IA | Scholarship | $2,500 |
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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 | $276,101 | $20,415 | $11,465 | — | — | $9,153 | $20,336 | $16,067 |
| 2024 | $267,450 | $15,014 | $17,401 | $10,000 | 4 | $13,468 | $10,887 | $15,081 |
| 2023 | $269,602 | $5,941 | $21,902 | $15,000 | 5 | $18,299 | $4,680 | $13,927 |
| 2022 | $285,848 | $9,345 | $22,821 | $15,000 | 5 | $18,338 | $6,137 | $16,070 |
| 2021 | $298,383 | $34,872 | $19,953 | $12,000 | 5 | $15,260 | $30,494 | $17,476 |
| 2020 | $282,670 | $21,505 | $19,914 | $13,000 | 10 | — | $17,749 | $14,606 |
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.
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
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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Swanson Carl and Eva Trust UA funds
Education Open opportunities, soonest deadline first.
- UK Annual Writing Award: 'Pleasure in the Task of Writing' £250 (1st prize); £50 (runners-up); books for school library · Due November 5, 2026
- Nellie Mae Event Sponsorship Fund Grant Up to US $5,000 · Due November 5, 2026
- Rubin and Gloria Feldman Family Educational Institute Up to $5,000 · Due November 5, 2026
Explore Open Grants
Browse active grant opportunities in Swanson Carl and Eva Trust UA's focus areas in our free grants database
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