Sweet Water Trust

Private foundation · Grantmaker Kennett Square, PA EIN: 04-3118545

Sweet Water Trust is a private foundation, based in Kennett Square, PA. IRS filing data is available from 2020 through 2021. In 2021, it awarded 4 grants totaling $23.1M. Net investment income was $1K.

Sweet Water Trust at a glance

In short: Sweet Water Trust gave $23.1M across 4 grants in 2021 (avg $5.8M), mostly in Rhode Island. Source: 2021 IRS Form 990-PF.

Annual giving (2021)
$23,149,500
+1602.2% vs 2020
Grants made (2021)
4
+300.0% vs 2020
Average grant
$5,787,375
+325.5% vs 2020
Median grant
$1,719,250
Primary geography
Rhode Island (81% of itemized 2021 grant dollars)
Latest 990 filing
Form 990-PF, 2021 View filing

Data from IRS Form 990-PF, 2021; updated September 2026.

Who Sweet Water Trust funds

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2021

Vanguard Charitable: $18.7MVanguard Charitable$18.7MNortheast Wilderness Trust: $2.3MNortheast Wilderness Trust$2.3MThe Nature Conservancy: $1.2MThe Nature Conservancy$1.2MForest Society of Maine: $1.0MForest Society of Maine$1.0M

The largest 2021 recipient was Vanguard Charitable ($18.7M). Together the top 4 received $23.1M.

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M4$1–5M1$5M+

The most common grant size was in the $1–5M range: 4 grants of 5 (80%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2021 grant dollars across all 4 itemized grants.

Cities

BangorKeene ValleyMontpelierWarwickWarwrick

How Sweet Water Trust gives

  • In 2021 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10M$20M$30M1 grant2020 4 grants2021

From 2020 to 2021, annual grant giving ranged from $1.4M (2020) to $23.1M (2021). In 2021 it made 4 grants totaling $23.1M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Vanguard Charitable Warwrick, RIGeneral Donation$18,711,000
Northeast Wilderness Trust Montpelier, VTWoodbury wilderness vt project; grafton wilderness me project; alder stream preserve me stewardship and future protection; ames conservation easement stewardship (forest society of Maine)$2,278,500
The Nature Conservancy Keene Valley, NYFollensby pond adirondack project; shingle shanty (adirondack) assignment of conservation easement -stewardship endowment$1,160,000
Forest Society of Maine Bangor, MEFuture Forever-Wild Land Protection Projects in Maine$1,000,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2021—$2,914$23,298,021$23,149,5004$23,296,344$1,237$613,659
2020$23,295,107$7,263,270$1,398,613$1,360,0001—$7,258,528$1,097,328

Under IRS private-foundation payout rules, Sweet Water Trust reported a distributable amount of $614K for 2021 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Sweet Water Trust's 2021 filing lists 2 officers; none of the 2 officers listed in 2021 report compensation.

Officers on the 2021 filing

  • Walker G. Buckner Jr.

    Trustee

    On filings since 2020

    8 hrs/week

    No compensation reported

  • Eve Endicott

    Trustee

    New on the 2021 filing

    8 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2021. "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 Sweet Water Trust

How much does Sweet Water Trust give each year?

Sweet Water Trust gave $23.1M across 4 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $1.4M across 1 grant.

What is Sweet Water Trust's typical grant size?

Sweet Water Trust's median grant in 2021 was $1,719,250, and its average grant was $5,787,375, across 4 grants on its 2021 IRS Form 990-PF.

Where does Sweet Water Trust give grants?

Sweet Water Trust gives mostly in Rhode Island: 81% of the grant dollars itemized on its 2021 IRS Form 990-PF went to recipients there. The next largest states were Vermont (10%) and New York (5%).

Does Sweet Water Trust give general operating support?

Yes: 25% of Sweet Water Trust's 2021 grants with a stated purpose (1 of 4) were for general or operating support, per its 2021 IRS Form 990-PF.

How much is Sweet Water Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, Sweet Water Trust reported a distributable amount of $614K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Sweet Water Trust's EIN?

Sweet Water Trust's EIN (Employer Identification Number) is 04-3118545. IRS Form 990 filing data is available on this page for 2020–2021.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2021

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Sweet Water Trust'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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