Balch Edwin Swift Decd T W
EIN 236217024Total Given 2016–2023
$2.1M
5 grants · $257K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$430K
typical big bets · $400K–$450K
grant size
33%
supporter · 1/3 multi-year
repeat
$9.0M
Assets (2023)
3
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 730-4933
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $330K | $8.1M | $2.4M | 1 |
| 2020 | $430K | $9.6M | $587K | 1 |
| 2021 | $450K | $10.3M | $547K | 1 |
| 2022 | $450K | $8.2M | $200K | 1 |
| 2023 | $400K | $9.0M | $148K | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$330K
25th Pctl
$400K
Median
$430K
Average
$412K
75th Pctl
$450K
Maximum
$450K
Geographic Distribution
Officers & Directors
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WN
Wells Fargo Bank Na
Trustee
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| Thehistorical Society of Pa | Philadelphia, PA | $450,000 | GENERAL OPERATING | 2021 |
| Historical Society of Pa | Philadelphia, PA | $450,000 | GENERAL OPERATING | 2022 |
| Historical Society of Pa | Philadelphia, PA | $430,000 | GENERAL OPERATING | 2020 |
| The Historical Society of Pa | Philadelphia, PA | $400,000 | GENERAL OPERATING | 2023 |
| Historical Society of Pa | Philadelphia, PA | $329,602 | GENERAL SUPPORT | 2016 |