The Swan Family Charitable Foundation
EIN 203954964Total Given 2016–2024
$4.9M
132 grants · $542K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$8K
typical small grants · $5K–$32K
grant size
43%
supporter · 25/58 multi-year
repeat
$14.7M
Assets (2024)
58
Distinct Recipients
About
The Foundation's tax preparer is located in Nassau County, NY, which, per IRS release NY-2021-01 announced on September 9, 2021, is included in the list of localities that constitute a covered disaster area for purposes of Treas. Reg. Sec. 301.7508A-1(d)(2) and are entitled to tax relief due to Hurricane Ida. Additional time was needed to calculate and transmit the tax payment. Therefore, Form 2220 indicates that the Q3 or Q4 estimated tax payment made on or before the extended deadline of February 15, 2022 was, in fact, made timely on the original due date of such payment. We respectfully request that no late payment penalties be assessed in connection with such payment(s) per Treas. Reg. Sec. 301.7508A-1(c)(1).
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(940) 567-1080
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $570K | $11.5M | $454K | 21 |
| 2017 | $537K | $12.4M | $599K | 13 |
| 2018 | $570K | $11.6M | $881K | 14 |
| 2019 | N/A | $13.5M | $659K | N/A |
| 2020 | $606K | $15.5M | $873K | 10 |
| 2021 | $664K | $16.3M | $1.1M | 16 |
| 2022 | $733K | $12.4M | $1.2M | 14 |
| 2023 | $604K | $13.7M | $1.1M | 17 |
| 2024 | $591K | $14.7M | $929K | 27 |
Grant Size Distribution
Based on 132 grants on record
Minimum
$1K
25th Pctl
$5K
Median
$8K
Average
$37K
75th Pctl
$32K
Maximum
$411K
Geographic Distribution
Officers & Directors
KL
Kori Lewis
8 yrs
Dir, Vice President
Leadership
KS
Kasey Swan
8 yrs
Dir, Vice President
Leadership
KS
Kenneth R Swan
9+ yrs
President, Dir, Sec
Leadership
RS
Rebecca Swan
9+ yrs
Dir, Vice President
Leadership
RS
Rebecca Swan
9+ yrs
Dir, Vice President
Leadership
KL
Kori Lewis
8 yrs
Dir, Vice President
Leadership
KS
Kasey Swan
8 yrs
Dir, Vice President
Leadership
KS
Kenneth R Swan
9+ yrs
President, Dir, Sec
Leadership
KS
Kasey Swan
8 yrs
Dir, Vice President
Leadership
KL
Kori Lewis
8 yrs
Dir, Vice President
Leadership
KS
Kenneth R Swan
9+ yrs
President, Dir, Sec
Leadership
RS
Rebecca Swan
9+ yrs
Dir, Vice President
Leadership
KL
Kori Lewis
8 yrs
Dir, Vice President
Leadership
KS
Kasey Swan
8 yrs
Dir, Vice President
Leadership
KS
Kenneth R Swan
9+ yrs
President, Dir, Sec
Leadership
RS
Rebecca Swan
9+ yrs
Dir, Vice President
Leadership
RS
Rebecca Swan
9+ yrs
Dir, Vice President
Leadership
KS
Kenneth R Swan
9+ yrs
President, Dir, Sec
Leadership
KS
Kasey Swan
8 yrs
Dir, Vice President
Leadership
KL
Kori Lewis
8 yrs
Dir, Vice President
Leadership
KS
Kenneth R Swan
9+ yrs
President, Dir, Sec
Leadership
KL
Kori Lewis
8 yrs
Dir, Vice President
Leadership
KS
Kasey Swan
8 yrs
Dir, Vice President
Leadership
RS
Rebecca Swan
9+ yrs
Dir, Vice President
Leadership
KL
Kori Lewis
8 yrs
Dir, Vice President
Leadership
RS
Rebecca Swan
9+ yrs
Dir, Vice President
Leadership
KS
Kenneth R Swan
9+ yrs
President, Dir, Sec
Leadership
KS
Kasey Swan
8 yrs
Dir, Vice President
Leadership
KL
Kori Lewis
8 yrs
Dir, Vice President
Leadership
KS
Kasey Swan
8 yrs
Dir, Vice President
Leadership
KS
Kenneth R Swan
9+ yrs
President, Dir, Sec
Leadership
RS
Rebecca Swan
9+ yrs
Dir, Vice President
Leadership
KS
Kenneth R Swan
9+ yrs
President / Dir / Sec
Leadership
RS
Rebecca Swan
9+ yrs
Vice President / Dir
Leadership
Grants Awarded (132 total)
| Purpose | ||||
|---|---|---|---|---|
| Jacksboro Vision Group Inc | Jacksboro, TX | $411,130 | General & Unrestricted | 2020 |
| Jacksboro Vision Group Inc | Jacksboro, TX | $397,181 | General & Unrestricted | 2022 |
| Jacksboro Vision Group Inc | Jacksboro, TX | $345,000 | General & Unrestricted | 2018 |
| Jacksboro Vision Group Inc | Jacksboro, TX | $319,186 | General & Unrestricted | 2017 |
| Jacksboro Community Pool Project | Jacksboro, TX | $303,148 | General & Unrestricted | 2016 |
| Tarleton State University Foundation Inc | Stephenville, TX | $250,000 | to support Aeronautical Engineering and the Baseball Locker Room Project | 2024 |
| Jacksboro Vision Group Inc | Jacksboro, TX | $234,564 | General & Unrestricted | 2023 |
| Jacksboro Vision Group Inc | Jacksboro, TX | $151,000 | General & Unrestricted | 2021 |
| Faith Community Hospital Charitable Foundation | Jacksboro, TX | $100,000 | General & Unrestricted | 2020 |
| Concerned Citizens of Jack Co Inc | Jacksboro, TX | $100,000 | General & Unrestricted | 2021 |
| Faith Community Hospital Charitable Foundation | Jacksboro, TX | $100,000 | General & Unrestricted | 2021 |
| Jacksboro Ffa Booster Club | Jacksboro, TX | $100,000 | To complete the second phase of the Jacksboro Agriculture facility | 2021 |
| Faith Community Hospital Charitable Foundation | Jacksboro, TX | $100,000 | General & Unrestricted | 2023 |
| Faith Community Hospital Charitable Foundation | Jacksboro, TX | $100,000 | Wellness Center | 2016 |
| Faith Community Hospital Charitable Foundation | Jacksboro, TX | $100,000 | The swan family wellness center | 2017 |
| Faith Community Hospital Charitable Foundation | Jacksboro, TX | $100,000 | General & Unrestricted | 2022 |
| Faith Community Hospital Charitable Foundation | Jacksboro, TX | $100,000 | General & Unrestricted | 2018 |
| Concerned Citizens of Jack Co Inc | Jacksboro, TX | $87,500 | General & Unrestricted | 2024 |
| Jack County Fair Association | Jacksboro, TX | $50,300 | General & Unrestricted | 2023 |
| Jacksboro High School Ex-Students Association | Jacksboro, TX | $50,000 | General & Unrestricted | 2021 |
| Concerned Citizens of Jack Co Inc | Jacksboro, TX | $50,000 | General & Unrestricted | 2023 |
| Tarleton State University Foundation Inc | Stephenville, TX | $50,000 | General & Unrestricted | 2023 |
| Concerned Citizens of Jack Co Inc | Jacksboro, TX | $50,000 | General & Unrestricted | 2022 |
| Jack County Fair Association | Jacksboro, TX | $49,950 | General & Unrestricted | 2024 |
| Jack County Museum Association | Jacksboro, TX | $40,000 | For the New Military Exhibition | 2022 |