Swalm Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Swalm Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 74-2073420
Foundation Overview
Based in Wellington, TX, Swalm Foundation has awarded 11 grants totaling $89,851,944 to organizations in Texas and Ohio. Individual grants range from $20,000 to $18,139,755, with a median award of $4,000,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
4 of 4 recipients (100%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.
Geographic Focus
91% of all grants are concentrated in Texas, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Texas, funding concentrates in Houston (30%), Wellington (20%), Brenham (10%).
Funding Trajectory
Strong 2799% growth in annual giving over 7 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Dual focus on general purposes (80%) and community projects, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Swalm Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Zephyr Foundation | $18,139,755 | Wellington, TX, US | General Purpose | 2022 |
| Lsf Foundation | $18,139,755 | Houston, TX, US | General Purpose | 2022 |
| Zephyr Foundation | $18,139,755 | Wellington, TX, US | General Purpose | 2022 |
| Lsf Foundation | $18,139,755 | Houston, TX, US | General Purpose | 2022 |
| Blinn College Foundation | $21,319 | Brenham, TX, US | Program Funding | 2016 |
| Partners For Harris County Children | $20,000 | Houston, TX, US | Operations | 2016 |
| Chisholm Trail Communities Fdn | $4,000,000 | Georgetown, TX, US | Community Funding | 2016 |
| Amarillo Area Foundation | $4,000,000 | Amarillo, TX, US | Community Funding | 2016 |
| Fidelity Charitable Gift Fund | $4,000,000 | Cincinnati, OH, US | Community Funding | 2016 |
| Brazos Community Foundation | $4,000,000 | Bryan, TX, US | Community Funding | 2016 |
| See Attached List | $1,251,605 | See Attached, TX, US | See Attached | 2015 |
Foundations Similar to Swalm Foundation
Discover 5 foundations with comparable assets ($0-$0), similar grant patterns, and geographic focus in TX that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Nustar Foundation
EIN: 26-0629473 | 9 grants awarded |
$0
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median grant |
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Frank E Payne & Seba B Payne Foundation
EIN: 23-7435471 | 2 grants awarded |
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$7,838,235
median grant |
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|
The Vale-asche Foundation
EIN: 51-6015320 | 4 grants awarded |
$0
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$5,201,067.5
median grant |
Houston, TX
Same state |
|
|
Texas Flying Legends Museum
EIN: 27-3870495 | 5 grants awarded |
$0
(≈ Similar) |
$2,149,388
median grant |
Houston, TX
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|
|
Flower Hill Foundation Austin Texas
EIN: 20-0395789 | 2 grants awarded |
$0
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$2,873,131
median grant |
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Contact Information
Official contact details for Swalm Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 74-2073420 |
| Website | N/A |
| Address | PO BOX 186 Wellington, TX 79095-0186 |
Key People (4)
Board members, trustees, and key staff who oversee Swalm Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Pres/treasur | Valeri White |
|---|---|
| Vice-pres/se | Lisa Frantz |
| Director | Billy C Ward |
| Director | Pat White |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Swalm Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.