SWBC Foundation is a private, non-operating corporate foundation based in San Antonio, Texas. Established in 2005, it is affiliated with SWBC, a diversified financial services company founded in 1976. The foundation operates as a 501(c)(3) charitable organization with tax-exempt status.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$18.0M
-2.8% YoY
Annual Giving
$1.0M
+2.1% YoY
Grant Count
15
-6.3% YoY
Avg Grant Size
$68K
+8.9% YoY
Under IRS private-foundation payout rules, Swbc Foundation reported a distributable amount of $1.1M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation supports nonprofit organizations with emphasis on the San Antonio area and Texas broadly. Primary funding areas include:
- Education
- Human Services
- Health
- Children and Youth
- Arts and Culture
- Philanthropy, Voluntarism & Grantmaking
Grantmaking
The foundation made 21 grants in 2023. Notable grantees include Sam Houston State University and various San Antonio-area cultural and educational institutions.
Grant Range
$1,000–$503,239
Average Grant
amount varies by funding cycle
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Geographic Focus
Where this funder awards grants
Primary focus on Texas, with particular emphasis on the San Antonio area. Secondary funding activity noted in Virginia.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Data (2023-2024):
- Total assets: $18,018,621–$18,543,556
- Total giving: $1,016,239
- Total revenues: $991,692
- Total expenses: $1,355,137
- Number of employees: 0
Historical Assets:
- 2013: $12,867,384
The foundation is classified as a private non-operating foundation and is required to file IRS Form 990-PF.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $18,018,621 | $18,543,556 | $19,100,169 |
| Revenue | $1,085,132 | $991,692 | $5,034,568 |
| Expenses | $1,207,549 | $1,355,137 | $1,201,257 |
| Qualifying Distributions | $1,020,995 | $1,108,214 | $996,824 |
| Net Investment Income | $906,689 | $723,657 | $1,840,544 |
| Distributable Amount | $1,144,345 | $1,039,690 | $1,082,536 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
94 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Children's Hospital of San Antonio Foundation ($503,239), Remember the Alamo Foundation ($200,000), American Heart Association ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN HEART ASSOCIATION SAN ANTONIO, TX | TO SUPPORT THE MISSION OF THE AMERICAN HEART ASSOCIATION TO FUND CARDIOVASCULAR MEDICAL RESEARCH, EDUCATE CONSUMERS ON HEALTH LIVING, AND FOSTER APPROPRIATE CARDIAC CARE IN AN EFFOR TO REDUCE DISABILITY AND DEATHS CAUSED BY CARDIOVASCULAR DISEASE AND STROKE. | $50,000 |
| BEXAR COUNTY PERFORMING ARTS CENTER FOUNDATION SAN ANTONIO, TX | TO HELP SUPPORT THEIR MISSION TO PROVIDE A DIVERSE RANGE OF CULTURAL, EDUCATIONAL, AND ARTISTIC EXPERIENCES THAT IMPROVE THE QUALITY OF LIFE IN SAN ANTONIO AND THE REGION. | $44,000 |
| BEXAR COUNTY PERFORMING ARTS CENTER FOUNDATION SAN ANTONIO, TX | TO SUPPORT THE TOBIN CENTER FOR PERFORMING ARTS WOLF TRAP EDUCATIONAL PROGRAM. | $25,000 |
| CHABAD LUBAVITCH OF SOUTH TEXAS INC SAN ANTONIO, TX | TO SUPPORT THE CHANUKAH ON THE RIVER CELEBRATION FOR THE SAN ANTONIO COMMUNITY. | $10,000 |
| CHABAD LUBAVITCH OF SOUTH TEXAS INC SAN ANTONIO, TX | TO HELP SUPPORT THEIR MISSION TO PROVIDE THE SAN ANTONIO AREA WITH PROGRAMS THAT ENGAGE, EDUCATE, AND INSPIRE PEOPLE OF EVERY BACKGROUND. | $5,000 |
| GARDEN OF EDEN FOUNDATION MOSELEY, VA | TO SUPPORT THE GARDEN OF EDEN FOUNDATION'S MISSION TO EMPOWER YOUTH BY CULTIVATING SELF-ESTEEM AND SELF-WORTH THROUGH EDUCATION, THE ARTS, AND SUSTAINABLE COMMUNITY DEVELOPMENT INITIATIVES. | $10,000 |
| HAVEN FOR HOPE SAN ANTONIO, TX | TO SUPPORT THEIR MISSION TO OFFER A PLACE OF HOPE, LOVE, AND NEW BEGINNINGS BY PROVIDING, DELIVERING, OR COORDINATING IMPACTFUL CARE FOR PEOPLE EXPERIENCING HOMELESSNESS IN OUR COMMUNITY. | $5,000 |
| JEWISH FAMILY SERVICES OF SAN ANTONIO TEXAS INC SAN ANTONIO, TX | TO SUPPORT THE JEWISH FAMILY SERVICES OF SAN ANTONIO MISSION TO ENHANCE THE QUALITY OF LIFE OF INDIVIDUALS AND FAMILIES OF ALL AGES, FAITHS, AND BACKGROUNDS IN SAN ANTONIO AND THE SUPPORTING AREA. | $50,000 |
| NATIONAL MEDAL OF HONOR MUSEUM FOUNDATION ARLINGTON, TX | TO HELP SUPPORT THEIR MISSION TO PRESERVE AND PRESENT THE EXTRAORDINARY STORIES OF THE MEDAL OF HONOR RECIPIENTS. | $50,000 |
| REMEMBER THE ALAMO FOUNDATION SAN ANTONIO, TX | TO SUPPORT THE ALAMO PLAN THAT AIMS TO PRESERVE AND RESTORE THE ALAMO. | $200,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Lisa Wilson is listed as a contact person for the organization.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHARLES E AMATO | DIRECTOR | 2 | — |
| GARY L DUDLEY | DIRECTOR | 2 | — |
| LISA W WILSON | DIRECTOR | 12 | — |
Recent News & Activity
Recent developments and announcements
In January 2026, SWBC Foundation donated $100,000 to the American Cancer Society's Methodist Healthcare Ministries Hope Lodge in San Antonio to support cancer patients and their families.
SWBC Foundation Donates 100k to American Cancer Society's Methodist HealthcareThe foundation also donated $100,000 to the Kerr County Flood Relief Fund in response to flooding in the region.
SWBC Foundation Donates $100,000 to Kerr County Flood Relief Fund - SWBCSubject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Swbc Foundation fund?
The foundation supports nonprofit organizations with emphasis on the San Antonio area and Texas broadly. Primary funding areas include: • Education • Human Services • Health • Children and Youth • Arts and Culture • Philanthropy, Voluntarism & Grantmaking
How do I apply for a grant from Swbc Foundation?
**Grant Amounts:** • Total annual giving: $1,016,239 • Grant range: $1,000–$503,239 • Average grant amount varies by funding cycle • Median grant amount data available in recent filings **Types of Support:** • General support • Project support • Scholarships • Building funds • Equipment • Events **Recent Grants (2023):** • Brackenridge Park Conservancy: $166,666 • Witte Museum: $166,666 • National Medal of Honor Museum Foundation: $150,000 • Bexar County Performing Arts Center Foundation: $44,0…
Where does Swbc Foundation make grants?
Primary focus on Texas, with particular emphasis on the San Antonio area. Secondary funding activity noted in Virginia.
What size grants does Swbc Foundation award?
In 2024, Swbc Foundation awarded 15 grants totaling $1.0M — an average of about $68K per grant, based on its IRS Form 990 filings.
How much is Swbc Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Swbc Foundation reported a distributable amount of $1.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Swbc Foundation's EIN?
Swbc Foundation's EIN (Employer Identification Number) is 20-0511684. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Swbc Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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