Swart-Wilcox House Trust Under Will of
EIN 166468660Total Given 2016–2023
$91K
7 grants · $11K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$12K
typical small grants · $12K–$14K
grant size
100%
deep partner · 1/1 multi-year
repeat
$285K
Assets (2023)
1
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(607) 433-4134
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $12K | $287K | $25K | 1 |
| 2017 | $12K | $298K | $17K | 1 |
| 2018 | $12K | $278K | $14K | 1 |
| 2019 | N/A | $305K | $8K | N/A |
| 2020 | $12K | $304K | $9K | 1 |
| 2021 | $14K | $327K | $24K | 1 |
| 2022 | $15K | $280K | $16K | 1 |
| 2023 | $14K | $285K | $14K | 1 |
Grant Size Distribution
Based on 7 grants on record
Minimum
$12K
25th Pctl
$12K
Median
$12K
Average
$13K
75th Pctl
$14K
Maximum
$15K
Geographic Distribution
Officers & Directors
CN
Community Bank NA
4 yrs
Trustee
CN
Community Bank NA
4 yrs
Trustee
CN
Community Bank Na
4 yrs
Trustee
CN
Community Bank NA
4 yrs
Trustee
CD
Community Bank Natrust Department
4 yrs
Trustee
CD
Community Bank Natrust Department
4 yrs
Trustee
CD
Community Bank Natrust Department
4 yrs
Trustee
CD
Community Bank Natrust Department
4 yrs
Trustee
Grants Awarded (7 total)
| Purpose | ||||
|---|---|---|---|---|
| City of Oneonta | Oneonta, NY | $14,780 | SUPPORT FOR THE | 2022 |
| City of Oneonta | Oneonta, NY | $13,950 | SUPPORT FOR THE | 2023 |
| City of Oneonta | Oneonta, NY | $13,729 | SUPPORT FOR THE | 2021 |
| City of Oneonta | Oneonta, NY | $12,199 | SUPPORT FOR THE | 2020 |
| City of Oneonta | Oneonta, NY | $12,199 | FOR THE CARE, MAINTENANCE, AND PROGRAMS OF THE SWART-WILCOX HOUSE & LANDS | 2016 |
| City of Oneonta | Oneonta, NY | $12,199 | FOR THE CARE, MAINTENANCE, AND PROGRAMS OF THE SWART-WILCOX HOUSE & LANDS | 2017 |
| City of Oneonta | Oneonta, NY | $12,199 | FOR THE CARE, MAINTENANCE, AND PROGRAMS OF THE SWART-WILCOX HOUSE & LANDS | 2018 |