The Swan Family Charitable Foundation

JACKSBORO, TX EIN: 20-3954964

The Swan Family Charitable Foundation is a private foundation based in Jacksboro, Texas. Established in 2008, it operates as a 501(c)(3) organization with tax-exempt status. The foundation makes general and unrestricted grants to support charitable causes primarily in Texas and surrounding regions.

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

+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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's grant-making focuses on:

Education
Philanthropy, Voluntarism & Grantmaking
Human Services

Grantmaking

The foundation made 10 grants in 2024. Recent grants include:

Grant Range

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in Texas, Colorado, and California, with a notable concentration of support in the local Jacksboro, Texas area.

Grant Distribution by State

Texas $3.2M (99%)

California $10K (0%)

Colorado $8K (0%)

States

California Colorado Texas

Cities

AnaheimBryanBurlesonCommerce CityCrowleyDecaturFort WorthGrahamGreeleyJacksboroLubbockMontaguePerrinPettusSantoStephenville

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year 2024:

Total Assets: $12,465,055
Total Giving: $590,624
Total Revenues: $929,481
Total Expenses: $715,627
Investment Income and Dividends: $585,334

The foundation has no employees and generates revenue primarily through investment income.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

84 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Tarleton State University Foundation Inc ($250,000), Concerned Citizens of Jack Co Inc ($87,500), Jack County Fair Association ($49,950).

Recipient	Purpose	Amount
1HOPE MINISTRIES INTERNATIONAL ANAHEIM, CA	to support funding of: the ABH, MBH, and the Pretoria West Church Property	$10,000
B Pryor Jacksboro, TX	Hardship Assistance Grant	$5,000
BIO-MEDICAL FOUNDATION JACKSBORO, TX	General & Unrestricted	$10,000
CONCERNED CITIZENS OF JACK CO INC JACKSBORO, TX	General & Unrestricted	$87,500
DIFFERENT DAY FOUNDATION BRYAN, TX	General & Unrestricted	$5,000
E Hammond Jacksboro, TX	Hardship Assistance Grant	$5,000
FIRST BAPTIST CHURCH JACKSBORO, TX	To be used for helping fund a resource library for families per a conversation with Craig Hayes	$5,000
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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Kori Lewis	Dir, VP	1	—
Kasey Swan	Dir, VP	1	—
Kenneth R Swan	Pres, Dir, Sec	2	—
Rebecca Swan	Dir, VP	2	—

Contact Information

Address: PO Box 395 Jacksboro, TX 76458-0395

EIN: 20-3954964

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does The Swan Family Charitable Foundation fund?

The foundation's grant-making focuses on: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services

How do I apply for a grant from The Swan Family Charitable Foundation?

**Grant Activity:** The foundation made 10 grants in 2024. Recent grants include: • Tarleton State University Foundation: $250,000 (to support Aeronautical Engineering and the Baseball Locker Room Project) • Concerned Citizens of Jack: $87,500 (general & unrestricted) • Jack County Fair Association: $49,950 (general & unrestricted) **Grant Range:** Typical awards range from $2,000 to $397,181.

Where does The Swan Family Charitable Foundation make grants?

The foundation primarily funds organizations in Texas, Colorado, and California, with a notable concentration of support in the local Jacksboro, Texas area.

What size grants does The Swan Family Charitable Foundation award?

In 2024, The Swan Family Charitable Foundation awarded 27 grants totaling $591K — an average of about $22K per grant, based on its IRS Form 990 filings.

How much is The Swan Family Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Swan Family Charitable Foundation reported a distributable amount of $713K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.