Swaton Walter E Succ Tr Uw
Swaton Walter E Succ Tr Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $429K in total assets. In 2024, it awarded 1 grants totaling $17K. Net investment income was $39K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$429K
+3.2% YoY
Annual Giving
$17K
+9.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$17K
+9.9% YoY
About Swaton Walter E Succ Tr Uw
Based on IRS filings
Swaton Walter E Succ Tr Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $429K in total assets. In 2024, it awarded 1 grants totaling $17K. Net investment income was $39K.
Ready to take the next step with Swaton Walter E Succ Tr Uw?
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 | $429,152 | $415,971 | $430,191 |
| Revenue | $45,023 | $13,692 | $-10,229 |
| Expenses | $31,381 | $27,746 | $34,103 |
| Qualifying Distributions | $25,496 | $22,570 | $26,653 |
| Net Investment Income | $38,845 | $7,173 | $3,502 |
| Distributable Amount | $24,452 | $22,542 | $23,198 |
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
No grants recorded for .
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 | $7,179 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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