Swan Theron C Est Tr
EIN 066209815Total Given 2017–2024
$628K
18 grants · $78K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$34K
typical mid grants · $32K–$36K
grant size
100%
deep partner · 3/3 multi-year
repeat
$2.7M
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 |
|---|---|---|---|---|
| 2017 | $95K | $2.3M | $108K | 3 |
| 2018 | $101K | $2.4M | $202K | 3 |
| 2020 | N/A | $2.4M | $187K | N/A |
| 2021 | $104K | $2.8M | $152K | 3 |
| 2022 | $134K | $2.1M | $430K | 3 |
| 2023 | $84K | $2.3M | $-13K | 3 |
| 2024 | $109K | $2.7M | $77K | 3 |
Grant Size Distribution
Based on 18 grants on record
Minimum
$28K
25th Pctl
$32K
Median
$34K
Average
$35K
75th Pctl
$36K
Maximum
$45K
Geographic Distribution
Officers & Directors
BA
Bank of America N a
7+ yrs
Trustee
BA
Bank of America N a
7+ yrs
Trustee
BA
Bank of America N a
7+ yrs
Trustee
BA
Bank of America N a
7+ yrs
Trustee
BA
Bank of America N a
7+ yrs
Trustee
BA
Bank of America N a
7+ yrs
Trustee
BA
Bank of America N a
7+ yrs
Trustee
Grants Awarded (18 total)
| Purpose | ||||
|---|---|---|---|---|
| Conn Childrens Medical Center | Hartford, CT | $44,677 | UNRESTRICTED GENERAL | 2022 |
| Village for Families & Children | Hartford, CT | $44,677 | UNRESTRICTED GENERAL | 2022 |
| Connecticut Inst for the Blind | Hartford, CT | $44,677 | UNRESTRICTED GENERAL | 2022 |
| Conn Childrens Medical Center | Hartford, CT | $36,417 | UNRESTRICTED GENERAL | 2024 |
| Village for Families & Children | Hartford, CT | $36,417 | UNRESTRICTED GENERAL | 2024 |
| Connecticut Inst for the Blind | Hartford, CT | $36,417 | UNRESTRICTED GENERAL | 2024 |
| Conn Childrens Medical Center | Hartford, CT | $34,609 | UNRESTRICTED GENERAL | 2021 |
| Village for Families & Children | Hartford, CT | $34,609 | UNRESTRICTED GENERAL | 2021 |
| Connecticut Inst for the Blind | Hartford, CT | $34,609 | UNRESTRICTED GENERAL | 2021 |
| Conn Childrens Medical Center | Hartford, CT | $33,669 | UNRESTRICTED GENERAL | 2018 |
| Village for Families & Children | Hartford, CT | $33,669 | UNRESTRICTED GENERAL | 2018 |
| Connecticut Inst for the Blind | Hartford, CT | $33,669 | UNRESTRICTED GENERAL | 2018 |
| Conn Childrens Medical Center | Hartford, CT | $31,775 | UNRESTRICTED GENERAL | 2017 |
| Village for Families & Children | Hartford, CT | $31,775 | UNRESTRICTED GENERAL | 2017 |
| Connecticut Inst for the Blind | Hartford, CT | $31,775 | UNRESTRICTED GENERAL | 2017 |
| Conn Childrens Medical Center | Hartford, CT | $28,042 | UNRESTRICTED GENERAL | 2023 |
| Village for Families & Children | Hartford, CT | $28,042 | UNRESTRICTED GENERAL | 2023 |
| Connecticut Inst for the Blind | Hartford, CT | $28,042 | UNRESTRICTED GENERAL | 2023 |