The William E & Ann L Swan Foundation
The William E & Ann L Swan Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Clarence, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $360K in total assets. In 2024, it awarded 15 grants totaling $321K. Net investment income was $23K.
Key facts about The William E & Ann L Swan Foundation
- EIN
- 51-0516197
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $321,000
- Grants made (2024)
- 15
- Average grant
- $21,400
- Median grant
- $5,000
- New grantees (estimate)
- 73% first-time grantees (11 of 15, 2024)
- Total assets
- $360,270
- Primary geography
- New York (67% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated April 2026. New grantees are estimated by matching recipient names across years (methodology).
Who The William E & Ann L Swan Foundation funds
By grant dollars, the top recipient states for The William E & Ann L Swan Foundation's 15 itemized 2024 grants were New York (67%) and Maryland (31%). The most frequent recipient cities were Buffalo, NY (6 grants). None of its 15 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable" (14 grants).
Is The William E & Ann L Swan Foundation open to new grantees?
73%
first-time grantees, 2024
In 2024, 11 of 15 grantees (73%) were first-time recipients. First grants averaged $25K; repeat grants $13K. How we count
Medians: $5K first-time, $8K repeat.
- 20% of 2024 grantees were also funded in 2023. Method
- Giving grew 206% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The William E & Ann L Swan Foundation
- How to evaluate The William E & Ann L Swan Foundation as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$360K
-45.3% YoY
Annual Giving
$321K
-75.8% YoY
Grant Count
15
-6.3% YoY
Avg Grant Size
$21K
-74.2% YoY
Under IRS private-foundation payout rules, The William E & Ann L Swan Foundation reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.
About The William E & Ann L Swan Foundation
Based on IRS filings
The William E & Ann L Swan Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Clarence, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $360K in total assets. In 2024, it awarded 15 grants totaling $321K. Net investment income was $23K.
Focus Areas
Ready to take the next step with The William E & Ann L Swan Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 15 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $360,270 | $658,984 | $2,033,099 |
| Revenue | $24,142 | $14,752 | $2,109,204 |
| Expenses | $322,856 | $1,360,807 | $3,664,496 |
| Qualifying Distributions | $321,000 | $1,326,000 | $3,655,000 |
| Net Investment Income | $23,119 | $49,870 | $2,101,708 |
| Distributable Amount | $24,778 | $66,421 | $173,383 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
47 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Doctors Without Borders USA ($100,000), Videos for Change ($100,000), Investigative Post ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DOCTORS WITHOUT BORDERS USA Hagerstown, MD | CHARITABLE | $100,000 |
| VIDEOS FOR CHANGE Slingerlands, NY | CHARITABLE | $100,000 |
| INVESTIGATIVE POST Buffalo, NY | CHARITABLE | $30,000 |
| KIDS ESCAPING DRUGS Buffalo, NY | CHARITABLE | $25,000 |
| SISTERS OF ST FRANCIS OF THE NEUMANN COMMUNITIES Liverpool, NY | CHARITABLE | $11,000 |
| ALZHEIMER'S ASSOCIATION Buffalo, NY | CHARITABLE | $10,000 |
| FEEDMORE WNY Buffalo, NY | CHARITABLE | $10,000 |
| GERARD PLACE Buffalo, NY | CHARITABLE | $5,000 |
| WINGS FLIGHT OF HOPE Orchard Park, NY | CHARITABLE | $5,000 |
| GIRLS SCOUTS OF WESTERN NEW YORK Buffalo, NY | CHARITABLE | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| J Michael Fetter | Trustee | 0.5 | — |
| Pauline Kalenik | Trustee | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The William E & Ann L Swan Foundation?
The William E & Ann L Swan Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Clarence, NY. It holds $360K in total assets as of 2024.
How large is The William E & Ann L Swan Foundation?
As of 2024, The William E & Ann L Swan Foundation holds $360K in total assets with $24K in annual revenue. It awarded 15 grants totaling $321K in 2024.
Where does The William E & Ann L Swan Foundation operate?
The William E & Ann L Swan Foundation has awarded grants in Connecticut, District of Columbia, Florida, Maryland, New York, Tennessee.
What size grants does The William E & Ann L Swan Foundation award?
In 2024, The William E & Ann L Swan Foundation awarded 15 grants totaling $321K — an average of about $21K per grant, based on its IRS Form 990 filings.
How much is The William E & Ann L Swan Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The William E & Ann L Swan Foundation reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The William E & Ann L Swan Foundation's EIN?
The William E & Ann L Swan Foundation's EIN (Employer Identification Number) is 51-0516197. 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.