The McSwain Trust
The McSwain Trust is a private foundation based in Sanford, North Carolina. Its 2025 filing reports grants to charitable organizations, with all grant dollars going to recipients in North Carolina.
The McSwain Trust at a glance
In short: The McSwain Trust gave $120K across 33 grants in 2025 (avg $4K), mostly in North Carolina. 21% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $120,000
- +24.4% vs 2024
- Grants made (2025)
- 33
- +10.0% vs 2024
- Average grant
- $3,636
- +13.0% vs 2024
- Median grant
- $3,000
- Total assets
- $2,137,294
- -0.7% vs 2024
- New grantees (estimate)
- 21% first-time grantees (7 of 33, 2025)
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The McSwain Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The Trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 1008 Lemmond Dr, Sanford, NC 27330
Phone: (919) 774-4557
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The McSwain Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Robbins Village Theater ($15K). Together the top 10 received $66K.
Grant Size Distribution
166 grants across all recorded years
The most common grant size was under $50K: 166 grants of 166 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in North Carolina.
Grant Distribution by State
Share of 2025 grant dollars across all 33 itemized grants.
Cities
Is The McSwain Trust open to new grantees?
21%
first-time grantees, 2025
In 2025, 7 of 33 grantees (21%) were first-time recipients. First grants averaged $3K; repeat grants $4K. How we count
Medians: $3K first-time, $3K repeat.
- 76% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 100% 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 (2019–2025). 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 2019 to 2025, annual grant giving ranged from $91K (2019) to $140K (2021). In 2025 it made 33 grants totaling $120K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Robbins Village Theater Robbins, NC | Fund Recipient's Exempt Purpose | $15,000 |
| Temple Theater Sanford, NC | Fund Recipient's Exempt Purpose | $10,000 |
| Lee County Community Orchestra Sanford, NC | Fund Recipient's Exempt Purposefund Recipient's Exempt Purpose | $6,000 |
| Robbins Area Library Robbins, NC | Fund Recipient's Exempt Purpose | $6,000 |
| Cuoc Sanford, NC | Fund Recipient's Exempt Purpose | $5,000 |
| Food Bank of Central and Eastern North Carolina Raleigh, NC | Fund Recipient's Exempt Purpose | $5,000 |
| Salvation Army Sanford, NC | Fund Recipient's Exempt Purpose | $5,000 |
| John T Hoggard High School Wilmington, NC | Fund Recipient's Exempt Purpose | $5,000 |
| Triads Cultural Arts Winston-Salem, NC | Fund Recipient's Exempt Purpose | $5,000 |
| Flow University Pinehurst, NC | Fund Recipient's Exempt Purpose | $4,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,137,294 | $105,703 | $121,785 | $120,000 | 33 | $120,000 | $105,048 | $120,412 |
| 2024 | $2,153,376 | $97,645 | $98,454 | $96,500 | 30 | $96,500 | $96,843 | $116,488 |
| 2023 | $2,154,185 | $54,481 | $123,957 | $122,000 | 33 | $122,000 | $53,646 | $111,864 |
| 2022 | $2,223,661 | $62,781 | $122,857 | $121,000 | 35 | $121,000 | $62,023 | $118,189 |
| 2021 | $2,283,737 | $110,305 | $141,477 | $140,000 | 35 | $140,000 | $109,850 | $132,626 |
| 2020 | $2,314,909 | $74,865 | $140,021 | $138,600 | 33 | — | $74,461 | $121,914 |
| 2019 | $2,380,065 | $61,017 | $93,392 | $91,000 | 28 | — | $60,555 | $121,465 |
Under IRS private-foundation payout rules, The McSwain Trust reported a distributable amount of $120K for 2025 — 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 mission statement for the Trust is provided. Its 2025 grants went to organizations with varied missions. For example, Flow University describes its mission as blending somatic practices and education to support physical well-being, mental clarity, and emotional balance. Sandhills Children’s Center says it provides services for children with and without special developmental needs, from birth through age five. Helping Hand Clinic says it provides free medicine and drug assistance. These are the grantees’ stated missions, not the Trust’s.
Grantmaking
The Trust made 33 grants totaling $120,000 in 2025. Awards ranged from $1,000 to $15,000, with a median grant of $3,000. It made 30 grants totaling $96,500 in 2024 and 33 grants totaling $122,000 in 2023.
Among its 2025 grants were $15,000 to Robbins Village Theater, $10,000 to Temple Theater, $6,000 each to Lee County Community Orchestra and Robbins Area Library, and $5,000 each to CUOC, Food Bank of Central and Eastern North Carolina, Salvation Army, John T Hoggard High School, and Triads Cultural Arts.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Jean McSwain and Steven McSwain as trustees.
The McSwain Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jean McSwain
Trustee
On filings since 2019
1 hr/week
No compensation reported
Steven McSwain
Trustee
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 The McSwain Trust
How much does The McSwain Trust give each year?
The McSwain Trust gave $120K across 33 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $97K across 30 grants.
What is The McSwain Trust's typical grant size?
The McSwain Trust's median grant in 2025 was $3,000, and its average grant was $3,636, across 33 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The McSwain Trust that year got $3K on average.
Where does The McSwain Trust give grants?
The McSwain Trust gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Sanford, NC (12 grants), Southern Pines, NC (6 grants), Winston-Salem, NC (4 grants) and Robbins, NC (3 grants).
Who are The McSwain Trust's largest grantees?
The McSwain Trust's largest 2025 grantees include Robbins Village Theater ($15,000), Temple Theater ($10,000) and Lee County Community Orchestra ($6,000), according to its 2025 IRS Form 990-PF. Together they received 26% of its itemized 2025 grant dollars.
How large is The McSwain Trust?
The McSwain Trust reported $2.1M in total assets on its 2025 IRS Form 990-PF. It paid out $120K in qualifying distributions that year, against a required minimum of $120K (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 The McSwain Trust fund?
No mission statement for the Trust is provided. Its 2025 grants went to organizations with varied missions. For example, Flow University describes its mission as blending somatic practices and education to support physical well-being, mental clarity, and emotional balance. See mission & focus areas ↑
How do I apply for a grant from The McSwain Trust?
The Trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The McSwain Trust's EIN?
The McSwain Trust's EIN (Employer Identification Number) is 82-1141275. IRS Form 990 filing data is available on this page for 2019–2025.
Does The McSwain Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS September 1, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 3, 2024)
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Cite this profile
Grantable. (2026). The McSwain Trust funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/the-mcswain-trust-morg_514b1bab3fab4829a282d112e7bdec1f
BibTeX
@misc{grantable_821141275_2026,
author = {{Grantable}},
title = {{The McSwain Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-mcswain-trust-morg_514b1bab3fab4829a282d112e7bdec1f},
note = {Accessed 2026-10-12. 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 The McSwain 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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