The Swan Family Charitable Foundation
The Swan Family Charitable Foundation is a private foundation based in Jacksboro, Texas. In 2024, it made 27 grants totaling $590,624, with 97% of grant dollars going to recipients in Texas.
Key facts about The Swan Family Charitable Foundation
In short: The Swan Family Charitable Foundation gave $591K across 27 grants in 2024 (avg $22K), mostly in Texas. 50% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 20-3954964
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $590,624
- Grants made (2024)
- 27
- Average grant
- $21,875
- Median grant
- $5,000
- New grantees (estimate)
- 50% first-time grantees (11 of 22, 2024)
- Total assets
- $12,465,055
- Primary geography
- Texas (97% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$12.5M
+1.7% YoY
Annual Giving
$591K
-2.3% YoY
Grant Count
27
+58.8% YoY
Avg Grant Size
$22K
-38.5% YoY
Under IRS private-foundation payout rules, The Swan Family Charitable Foundation reported a distributable amount of $713K for 2024 — the minimum it must pay out in qualifying distributions.
Is The Swan Family Charitable Foundation open to new grantees?
50%
first-time grantees, 2024
In 2024, 11 of 22 grantees (50%) were first-time recipients. First grants averaged $8K; repeat grants $43K. How we count
Medians: $5K first-time, $10K repeat.
- 41% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−11%). 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.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included support for Tarleton State University Foundation’s Aeronautical Engineering and Baseball Locker Room Project, Jacksboro Youth Sports Association’s baseball and softball programs, and Freed People’s Safe Place for recovered children and women.
Among the organizations it funded, Jack County Fair Association describes its mission as conducting an agricultural fair for Jack County youth. Freed People says it works to redeem destinies and restore families, and supports organizations that rescue girls from sex trafficking, prosecute traffickers, and help people return to society.
Grantmaking
In 2024, the foundation made 27 grants totaling $590,624. Grant amounts ranged from $2,500 to $250,000, with a median grant of $5,000. Its largest grants included:
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Geographic Focus
Where this funder awards grants
In 2024, 97% of grant dollars went to recipients in Texas, 2% to California, and 1% to Colorado.
Grant Distribution by State
Share of 2024 grant dollars across all 27 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $591K (2024) to $733K (2022). In 2024 it made 27 grants totaling $591K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Tarleton State University Foundation Inc ($255K across 2 grants). Together the top 10 received $509K.
Grant Size Distribution
84 grants across all recorded years
The most common grant size was under $50K: 67 grants of 84 (80%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Tarleton State University Foundation Inc Stephenville, TX | to support Aeronautical Engineering and the Baseball Locker Room Project | $250,000 |
| Concerned Citizens of Jack CO Inc Jacksboro, TX | General & Unrestricted | $87,500 |
| Jack County Fair Association Jacksboro, TX | General & Unrestricted | $49,950 |
| Jacksboro Youth Sports Association Jacksboro, TX | to support Baseball and Softball | $35,000 |
| Freed People Crowley, TX | Safe Place for recovered children and women | $20,000 |
| Friends of Fort Richardson Association Jacksboro, TX | Bathhouse fund | $20,000 |
| Gladys Johnson Ritchie Public Library Inc Jacksboro, TX | General & Unrestricted | $11,858 |
| 1HOPE Ministries International Anaheim, CA | to support funding of: the ABH, MBH, and the Pretoria West Church Property | $10,000 |
| Bio-Medical Foundation Jacksboro, TX | General & Unrestricted | $10,000 |
| Jacksboro Parish Jacksboro, TX | for turf on the playground | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $12,465,055 | $929,481 | $715,627 | $590,624 |
| 2023 | $12,251,201 | $1,088,449 | $731,938 | $604,364 |
| 2022 | $11,894,690 | $1,206,856 | $867,228 | $733,281 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $12,465,055 | $12,251,201 | $11,894,690 |
| Revenue | $929,481 | $1,088,449 | $1,206,856 |
| Expenses | $715,627 | $731,938 | $867,228 |
| Qualifying Distributions | $634,728 | $647,604 | $775,247 |
| Net Investment Income | $853,637 | $1,026,358 | $1,127,075 |
| Distributable Amount | $712,674 | $639,828 | $644,404 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Kori Lewis, director and vice president; Kasey Swan, director and vice president; Kenneth R. Swan, president, director, and secretary; and Rebecca Swan, director and vice president.
The Swan Family Charitable Foundation is led by Kenneth R Swan, President, Director & Secretary on every filing since 2020; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Kenneth R Swan
President, Director & Secretary
On filings since 2020
2 hrs/week
No compensation reported
Kasey Swan
Director & Vice President
On filings since 2020
1 hr/week
No compensation reported
Kori Lewis
Director & Vice President
On filings since 2020
1 hr/week
No compensation reported
Rebecca Swan
Director & Vice President
On filings since 2020
2 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.
Contact
Mailing address: PO Box 395, Jacksboro, TX 76458
Phone: (940) 567-1080
Frequently asked questions about The Swan Family Charitable Foundation
How much does The Swan Family Charitable Foundation give each year?
The Swan Family Charitable Foundation gave $591K across 27 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $604K across 17 grants.
What is The Swan Family Charitable Foundation's typical grant size?
The Swan Family Charitable Foundation's median grant in 2024 was $5,000, and its average grant was $21,875, across 27 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Swan Family Charitable Foundation that year got $8K on average.
Where does The Swan Family Charitable Foundation give grants?
The Swan Family Charitable Foundation gives mostly in Texas: 97% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Jacksboro, TX (14 grants) and Stephenville, TX (2 grants).
Does The Swan Family Charitable Foundation give general operating support?
Yes: 48% of The Swan Family Charitable Foundation's 2024 grants with a stated purpose (13 of 27) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Swan Family Charitable Foundation's largest grantees?
The Swan Family Charitable Foundation's largest 2024 grantees include Tarleton State University Foundation Inc ($255,000 across 2 grants), Concerned Citizens of Jack CO Inc ($87,500) and Jack County Fair Association ($49,950), according to its 2024 IRS Form 990-PF. Together they received 66% of its itemized 2024 grant dollars.
How large is The Swan Family Charitable Foundation?
The Swan Family Charitable Foundation reported $12.5M in total assets on its 2024 IRS Form 990-PF. It paid out $635K in qualifying distributions that year, against a required minimum of $713K (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 Swan Family Charitable Foundation fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from The Swan Family Charitable Foundation?
The foundation 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 Swan Family Charitable Foundation's EIN?
The Swan Family Charitable Foundation's EIN (Employer Identification Number) is 20-3954964. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Swan Family Charitable Foundation 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.
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