Swec - Southwestern Medical Foundation
Swec - Southwestern Medical Foundation is a private foundation, based in MESA, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $79K in total assets. In 2024, it made $17K in qualifying distributions.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$79K
+6.8% YoY
Revenue
$22K
-56.1% YoY
Qualifying Distributions
$17K
-30.0% YoY
Expenses
$17K
-30.0% YoY
Under IRS private-foundation payout rules, Swec - Southwestern Medical Foundation reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.
About Swec - Southwestern Medical Foundation
Based on IRS filings
Swec - Southwestern Medical Foundation is a private foundation, based in MESA, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $79K in total assets. In 2024, it made $17K in qualifying distributions.
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $79,476 | $74,388 | $48,573 |
| Revenue | $21,884 | $49,797 | $36,419 |
| Expenses | $16,796 | $23,982 | $19,191 |
| Qualifying Distributions | $16,796 | $23,982 | $19,191 |
| Net Investment Income | — | — | — |
| Distributable Amount | $4,400 | $3,737 | $2,395 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Aaron Petersen MD | President | 1 | — |
| Judith Thompson | Secretary & Treasurer | 1 | — |
| Bradley Walker | Vice President | 1 | — |
| Shane Armstrong | Other Officer | 1 | — |
| Aaron Petersen MD | Director | 1 | — |
| Bradley Walker | Director | 1 | — |
| Janet Morgan | Director | 1 | — |
| John Lewis MD | Director | 1 | — |
| Jordan Bluth | Director | 1 | — |
| Judith Thompson | Director | 1 | — |
| Shane Armstrong | Director | 1 | — |
| Timothy R Lines | Director | 1 | — |
Frequently Asked Questions
How large is Swec - Southwestern Medical Foundation?
As of 2024, Swec - Southwestern Medical Foundation holds $79K in total assets with $22K in annual revenue.
How much is Swec - Southwestern Medical Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Swec - Southwestern Medical Foundation reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Swec - Southwestern Medical Foundation's EIN?
Swec - Southwestern Medical Foundation's EIN (Employer Identification Number) is 86-0716576. 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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