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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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