Sward Enoch R Charitable Trust
Sward Enoch R Charitable Trust is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 5 grants totaling $198K. Net investment income was $96K.
Sward Enoch R Charitable Trust at a glance
In short: Sward Enoch R Charitable Trust gave $198K across 5 grants in 2025 (avg $40K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $198,300
- +98.3% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $39,660
- +98.3% vs 2024
- Median grant
- $30,150
- Total assets
- $1,739,836
- -5.8% vs 2024
- Primary geography
- Minnesota (59% 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 Sward Enoch R Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Shriners Hospitals for Children ($80K). Together the top 5 received $198K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 23 grants of 25 (92%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Sward Enoch R Charitable Trust gives
- Giving grew 72% from 2022 to 2025. Method
- In 2025 it paid out 191% of its IRS minimum distribution (the 5% rule). 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 $95K (2019) to $198K (2025). In 2025 it made 5 grants totaling $198K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shriners Hospitals for Children Tampa, FL | General Operating | $80,400 |
| Masonic Cancer Center Fund Inc Bloomington, MN | General Operating | $57,600 |
| Minnesota Masonic Home Bloomington, MN | General Operating | $30,150 |
| Dunwoody College of Technology Minneapolis, MN | General Operating | $15,075 |
| Vision Loss Resources Incorporated Little Canada, MN | General Operating | $15,075 |
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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 | $1,739,836 | $126,304 | $234,354 | $198,300 | 5 | $202,943 | $96,091 | $106,434 |
| 2024 | $1,847,151 | $103,894 | $134,496 | $100,000 | 5 | $104,689 | $74,752 | $106,085 |
| 2023 | $1,877,124 | $-45,699 | $131,252 | $100,000 | 5 | $104,043 | $63,123 | $97,254 |
| 2022 | $2,162,525 | $105,515 | $150,221 | $115,000 | 5 | $118,931 | $78,447 | $104,282 |
| 2021 | $1,979,620 | $254,975 | $136,637 | $101,717 | 5 | $105,913 | $225,564 | $118,144 |
| 2020 | $1,918,158 | $140,395 | $130,797 | $100,000 | 5 | — | $114,357 | $102,983 |
| 2019 | $1,903,213 | $111,016 | $127,772 | $95,000 | 5 | — | $84,477 | $102,395 |
Under IRS private-foundation payout rules, Sward Enoch R Charitable Trust reported a distributable amount of $106K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sward Enoch R Charitable Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2019
1 hr/week
$28K (2019) → $33K (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 $33K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Sward Enoch R Charitable Trust
How much does Sward Enoch R Charitable Trust give each year?
Sward Enoch R Charitable Trust gave $198K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $100K across 5 grants.
What is Sward Enoch R Charitable Trust's typical grant size?
Sward Enoch R Charitable Trust's median grant in 2025 was $30,150, and its average grant was $39,660, across 5 grants on its 2025 IRS Form 990-PF.
Where does Sward Enoch R Charitable Trust give grants?
Sward Enoch R Charitable Trust gives mostly in Minnesota: 59% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (41%). The most frequent recipient cities were Bloomington, MN (2 grants).
Does Sward Enoch R Charitable Trust give general operating support?
Yes: 100% of Sward Enoch R Charitable Trust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Sward Enoch R Charitable Trust's largest grantees?
Sward Enoch R Charitable Trust's largest 2025 grantees include Shriners Hospitals for Children ($80,400), Masonic Cancer Center Fund Inc ($57,600) and Minnesota Masonic Home ($30,150), according to its 2025 IRS Form 990-PF. Together they received 85% of its itemized 2025 grant dollars.
How large is Sward Enoch R Charitable Trust?
Sward Enoch R Charitable Trust reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $203K in qualifying distributions that year, against a required minimum of $106K (roughly 5% of its investment assets).
What is Sward Enoch R Charitable Trust's EIN?
Sward Enoch R Charitable Trust's EIN (Employer Identification Number) is 41-6241850. 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
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
- 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 10, 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 May 7, 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 2019–2024
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