Wayne Swanson Charitable Fund

STEAMBOAT SPRINGS, CO EIN: 20-7532621

Wayne Swanson Charitable Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in STEAMBOAT SPRINGS, CO. IRS filing data is available from 2020 through 2021. In 2021, it awarded 11 grants totaling $219K. Net investment income was $7K.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$219K

+6157.1% YoY

Grant Count

+1000.0% YoY

Avg Grant Size

$20K

+468.8% YoY

Under IRS private-foundation payout rules, Wayne Swanson Charitable Fund reported a distributable amount of $10K for 2021 — the minimum it must pay out in qualifying distributions.

About Wayne Swanson Charitable Fund

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with Wayne Swanson Charitable Fund?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Colorado $88K (39%)

California $75K (34%)

Virginia $60K (27%)

States

California Colorado Virginia

Cities

ArlingtonGreeleyOaklandSteamboat Springs

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2021	2020
Total Assets	—	$218,075
Revenue	$7,097	$2,259
Expenses	$225,172	$3,647
Qualifying Distributions	$219,000	—
Net Investment Income	$7,097	$2,259
Distributable Amount	$10,039	$10,697

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 2021

Grant Size Distribution

12 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2021 grants, the largest include Earth Justice ($75,000), Trout Unlimited ($45,000), Steamboat Art Museum ($20,000).

Recipient	Purpose	Amount
EARTH JUSTICE OAKLAND, CA	SUPPORT OF MUSIC PROGRAMMING	$75,000
TROUT UNLIMITED ARLINGTON, VA	CONSERVATION	$45,000
LIFT UP OF ROUTT COUNTY STEAMBOAT SPRINGS, CO	ASSIST POOR AND NEEDY	$2,000
COLORADO CATTLEMAN'S LAND TRUST STEAMBOAT SPRINGS, CO	LAND CONSERVATION	$10,000
NATURE CONSERVANCY ARLINGTON, VA	LAND PRESERVATION	$15,000
BOYS AND GIRLS CLUB STEAMBOAT SPRINGS, CO	YOUTH SUPPORT	$5,000
OPERA STEAMBOAT STEAMBOAT SPRINGS, CO	SUPPORT OF MUSIC PROGRAMMING	$15,000
KUNC GREELEY, CO	SUPPORT PUBLIC BROADCASTING	$12,000
STEAMBOAT SPRINGS ORCHESTRA STEAMBOAT SPRINGS, CO	SUPPORT MUSIC PROGRAMMING	$10,000
STEAMBOAT ART MUSEUM STEAMBOAT SPRINGS, CO	SUPPORT OF ART CENTER	$20,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

From 2021 filing

Name	Title	Hours	Compensation
DENNIS SWANSON	Trustee	2	—
JOYLEEN SWANSON	Trustee	2	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Wayne Swanson Charitable Fund?

Wayne Swanson Charitable Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in STEAMBOAT SPRINGS, CO. It holds — in total assets as of 2021.

Where does Wayne Swanson Charitable Fund operate?

Wayne Swanson Charitable Fund has awarded grants in California, Colorado, Virginia.

What size grants does Wayne Swanson Charitable Fund award?

In 2021, Wayne Swanson Charitable Fund awarded 11 grants totaling $219K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is Wayne Swanson Charitable Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, Wayne Swanson Charitable Fund reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.