Swaton Walter E Succ Tr Uw
EIN 066190315Total Given 2018–2024
$118K
6 grants · $17K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$21K
typical small grants · $18K–$21K
grant size
67%
deep partner · 2/3 multi-year
repeat
$515K
Assets (2024)
3
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $20K | $405K | $38K | 1 |
| 2019 | N/A | $476K | $28K | N/A |
| 2020 | $21K | $527K | $38K | 1 |
| 2021 | $21K | $569K | $99K | 1 |
| 2022 | $23K | $439K | $-10K | 1 |
| 2023 | $15K | $484K | $14K | 1 |
| 2024 | $17K | $515K | $45K | 1 |
Grant Size Distribution
Based on 6 grants on record
Minimum
$15K
25th Pctl
$18K
Median
$21K
Average
$20K
75th Pctl
$21K
Maximum
$23K
Geographic Distribution
Officers & Directors
BA
Bank of America N a
7+ yrs
Trustee
BA
Bank of America N a
7+ yrs
Under Trustee
BA
Bank of America N a
7+ yrs
Under Trustee
BA
Bank of America N a
7+ yrs
Under Trustee
BA
Bank of America N a
7+ yrs
Under Trustee
BA
Bank of America N a
7+ yrs
Under Trustee
BA
Bank of America N a
7+ yrs
Under Trustee
Grants Awarded (6 total)
| Purpose | ||||
|---|---|---|---|---|
| Norwich Roman Catholic Diocese | Norwich, CT | $23,481 | UNRESTRICTED GENERAL | 2022 |
| Norwich Roman Cath Diocesan Corp | Norwich, CT | $21,265 | UNRESTRICTED GENERAL | 2020 |
| Norwich Roman Catholic Diocese | Norwich, CT | $21,037 | UNRESTRICTED GENERAL | 2021 |
| Norwich Roman Cath Diocesan Corp | Norwich, CT | $20,062 | UNRESTRICTED GENERAL | 2018 |
| Norwich Roman Catholic Diocese Chancery | Norwich, CT | $17,006 | UNRESTRICTED GENERAL | 2024 |
| Norwich Roman Catholic Diocese | Norwich, CT | $15,472 | UNRESTRICTED GENERAL | 2023 |