Funder DirectoryHAROLD R SWANTON AND WINIFRED SWANTON
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Private foundation (trust)EIN 954019288Est. 1986-02

HAROLD R SWANTON AND WINIFRED SWANTON

MILWAUKEE, WI 532010634

Accepts unsolicited proposals

Total Assets

$3.1M

FY 2024

Annual Giving

$127K

FY 2024

Grants Made

9

FY 2024

Avg Grant

$14K

FY 2024

Grant Range

$2K–$25K

Typical

Deadlines

None limited to medical field (pulmonic)

Applications

Financial Snapshot

2024 filing

Total Revenue

$164K

Total Expenses

$174K

Qualifying Distributions

$132K

Distributable Amount

$156K

Min. Investment Return

$151K

Undistributed Income

$144K

Payout rate 84%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.84%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

9 grants

Grant sizes from minimum $2K through median $20K to maximum $25K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $141K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

44 grants

VENICE FAMILY CLINIC
$128K
5 grants
WESTSIDE FAMILY HEALTH CENTER
$118K
5 grants
CA AQUATIC THERAPY AND WELLNESS CENTER
$115K
5 grants
NATIONAL JEWISH HEALTH
$80K
5 grants
WILMINGTON COMMUNITY CLINIC
$47K
3 grants
THE ACHIEVABLE FOUNDATION
$35K
5 grants
LIFE STEPS FOUNDATION
$31K
4 grants
SANSUM CLINIC
$25K
2 grants

Grant Size Distribution

44 grants

<$10K
22
grants
$10–50K
22
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

California
$552K
87% of total
Colorado
$80K
13% of total

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HAROLD R SWANTON AND WINIFRED SWANTON — Grants, Financials & Contact | Grantivo