SWBC Foundation
SWBC Foundation is a private foundation based in San Antonio, Texas. Its 2024 filing reports 15 grants totaling $1,016,239, with nearly all grant dollars going to recipients in Texas.
SWBC Foundation at a glance
In short: SWBC Foundation gave $1.0M across 15 grants in 2024 (avg $68K), mostly in Texas. 31% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,016,239
- +2.1% vs 2023
- Grants made (2024)
- 15
- -6.3% vs 2023
- Average grant
- $67,749
- +8.9% vs 2023
- Median grant
- $25,000
- Total assets
- $18,018,621
- -2.8% vs 2023
- New grantees (estimate)
- 31% first-time grantees (4 of 13, 2024; small sample)
- Primary geography
- Texas (99% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to SWBC Foundation
- Review Cycle
- The 2023 filing listed a rolling quarterly deadline.
- Deadline
- The 2023 filing listed a rolling quarterly deadline.
- Contact
Application contact: Lisa W Wilson
Mailing address: 9311 San Pedro Ave Ste 600, San Antonio, TX 78216
Phone: (210) 321-7213
Email: lwilson@swbc.com
Website: https://swbc.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who SWBC Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was The Children's Hospital of San Antonio Foundation ($503K). Together the top 10 received $992K.
Grant Size Distribution
94 grants across all recorded years
The most common grant size was under $50K: 56 grants of 94 (60%).
Geographic Focus
Where this funder awards grants
In 2024, 99% of grant dollars went to recipients in Texas and 1% to recipients in Virginia. Among the Texas recipients were organizations in San Antonio, Arlington, Houston, and Boerne.
Grant Distribution by State
Share of 2024 grant dollars across all 15 itemized grants.
Cities
Is SWBC Foundation open to new grantees?
31%
first-time grantees, 2024
In 2024, 4 of 13 grantees (31%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $181K; repeat grants $33K. How we count
Medians: $108K first-time, $25K repeat.
- 54% of 2024 grantees were also funded in 2023. Method
- Giving grew 37% from 2021 to 2024. Method
- In 2024 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $741K (2021) to $1.0M (2024). In 2024 it made 15 grants totaling $1.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Children's Hospital of San Antonio Foundation San Antonio, TX | To provide operational support for christus children's hospital department of surgery. | $503,239 |
| Remember the Alamo Foundation San Antonio, TX | To support the alamo plan that aims to preserve and restore the alamo. | $200,000 |
| 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 |
| 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 |
| 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 |
| Sa Talent Inc San Antonio, TX | To support the mission of sa talent to educate and develop youth and adults into the talent needs of san antonio's current and future employers | $25,000 |
| Texas Business Hall of Fame Foundation Houston, TX | To support the mission in recognizing the accomplishments and contributions of our Texas leaders and inspire the values of entrepreneurial spirit, personal integrity and community leadership in future generations of texans. | $15,000 |
| The Valor Club Inc Boerne, TX | To support their mission to honor our nation's highest military award, the congressional medal of honor. | $15,000 |
Ready to take the next step with SWBC Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $18,018,621 | $1,085,132 | $1,207,549 | $1,016,239 | 15 | $1,020,995 | $906,689 | $1,144,345 |
| 2023 | $18,543,556 | $991,692 | $1,355,137 | $995,332 | 16 | $1,108,214 | $723,657 | $1,039,690 |
| 2022 | $19,100,169 | $5,034,568 | $1,201,257 | $953,500 | 24 | $996,824 | $1,840,544 | $1,082,536 |
| 2021 | $15,207,615 | $1,523,187 | $1,059,942 | $741,250 | 19 | — | $1,232,470 | $992,714 |
| 2020 | $14,633,465 | $553,428 | $1,009,347 | $785,000 | 20 | — | $408,592 | $851,448 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission statement is provided. Its grantees’ stated missions show the range of organizations it supports. For example, Remember the Alamo Foundation says it supports the Alamo Trust and its preservation, educational outreach, and public programs. SA Talent says it educates and develops youth and adults for San Antonio’s workforce needs. The Texas Business Hall of Fame Foundation says it recognizes Texas business leaders and promotes entrepreneurship, integrity, and community leadership. The American Heart Association describes its mission as promoting longer, healthier lives.
Grantmaking
In 2024, the foundation made 15 grants totaling $1,016,239. Grant amounts ranged from $5,000 to $503,239, and the median grant was $25,000. The largest grants included $503,239 to The Children’s Hospital of San Antonio Foundation for operational support for the hospital’s Department of Surgery, and $200,000 to Remember the Alamo Foundation to support the Alamo Plan’s preservation and restoration work. Other reported grants included $50,000 each to the American Heart Association and Jewish Family Services of San Antonio, and $50,000 to the National Medal of Honor Museum Foundation.
The foundation’s 2023 filing stated that it did not restrict giving to preselected organizations. That filing listed an application form and a copy of the organization’s IRS exemption letter as required materials, with no award restrictions. Its application instructions named Lisa W. Wilson as the contact. The filing’s application information is from 2023 and should not be assumed current.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Charles E. Amato, Gary L. Dudley, and Lisa W. Wilson as directors.
SWBC Foundation's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Charles E. Amato
Director
On filings since 2020
2 hrs/week
No compensation reported
Gary L. Dudley
Director
On filings since 2020
2 hrs/week
No compensation reported
Lisa W. Wilson
Director
On filings since 2020
12 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about SWBC Foundation
How much does SWBC Foundation give each year?
SWBC Foundation gave $1.0M across 15 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $995K across 16 grants.
What is SWBC Foundation's typical grant size?
SWBC Foundation's median grant in 2024 was $25,000, and its average grant was $67,749, across 15 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from SWBC Foundation that year got $181K on average.
Where does SWBC Foundation give grants?
SWBC Foundation gives mostly in Texas: 99% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were San Antonio, TX (11 grants).
Does SWBC Foundation give general operating support?
Occasionally: 7% of SWBC Foundation's 2024 grants with a stated purpose (1 of 15) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are SWBC Foundation's largest grantees?
SWBC Foundation's largest 2024 grantees include The Children's Hospital of San Antonio Foundation ($503,239), Remember the Alamo Foundation ($200,000) and Bexar County Performing Arts Center Foundation ($69,000 across 2 grants), according to its 2024 IRS Form 990-PF. Together they received 76% of its itemized 2024 grant dollars.
How large is SWBC Foundation?
SWBC Foundation reported $18.0M in total assets on its 2024 IRS Form 990-PF. It paid out $1.0M in qualifying distributions that year, against a required minimum of $1.1M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does SWBC Foundation fund?
No foundation mission statement is provided. Its grantees’ stated missions show the range of organizations it supports. For example, Remember the Alamo Foundation says it supports the Alamo Trust and its preservation, educational outreach, and public programs. See mission & focus areas ↑
How do I apply for a grant from SWBC Foundation?
SWBC Foundation has no public application process in the sources Grantable reviewed. Check swbc.com for current guidelines, or contact the foundation directly before submitting a request.
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in SWBC Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). SWBC Foundation funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/swbc-foundation-morg_4b4199a31c554c4699c95791d37e9861
BibTeX
@misc{grantable_200511684_2026,
author = {{Grantable}},
title = {{SWBC Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/swbc-foundation-morg_4b4199a31c554c4699c95791d37e9861},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from SWBC Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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