Swart-wilcox House Trust Under Will of
Swart-wilcox House Trust Under Will of is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ONEONTA, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $249K in total assets. In 2024, it awarded 1 grants totaling $13K. Net investment income was $41K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$249K
+12.0% YoY
Annual Giving
$13K
-7.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$13K
-7.8% YoY
Under IRS private-foundation payout rules, Swart-wilcox House Trust Under Will of reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.
About Swart-wilcox House Trust Under Will of
Based on IRS filings
Swart-wilcox House Trust Under Will of is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ONEONTA, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $249K in total assets. In 2024, it awarded 1 grants totaling $13K. Net investment income was $41K.
Focus Areas
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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 | $249,000 | $222,223 | $224,714 |
| Revenue | $42,330 | $13,629 | $15,937 |
| Expenses | $15,548 | $16,238 | $17,661 |
| Qualifying Distributions | $13,607 | $14,652 | $15,520 |
| Net Investment Income | $40,648 | $12,000 | $14,338 |
| Distributable Amount | $14,296 | $13,689 | $14,180 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include City of Oneonta ($12,858).
| Recipient | Purpose | Amount |
|---|---|---|
| CITY OF ONEONTA ONEONTA, NY | SUPPORT FOR THE | $12,858 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Swart-wilcox House Trust Under Will of?
Swart-wilcox House Trust Under Will of is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ONEONTA, NY. It holds $249K in total assets as of 2024.
How large is Swart-wilcox House Trust Under Will of?
As of 2024, Swart-wilcox House Trust Under Will of holds $249K in total assets with $42K in annual revenue. It awarded 1 grants totaling $13K in 2024.
Where does Swart-wilcox House Trust Under Will of operate?
Swart-wilcox House Trust Under Will of has awarded grants in New York.
What size grants does Swart-wilcox House Trust Under Will of award?
In 2024, Swart-wilcox House Trust Under Will of awarded 1 grants totaling $13K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Swart-wilcox House Trust Under Will of required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Swart-wilcox House Trust Under Will of reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Swart-wilcox House Trust Under Will of's EIN?
Swart-wilcox House Trust Under Will of's EIN (Employer Identification Number) is 16-6468660. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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