EIN 043118545

SWEET WATER TRUST

KENNETT SQUARE, PA 19348

Total Assets

FY 2021

Annual Giving

$23.1M

FY 2021

Grants Made

4

FY 2021

Avg Grant

$5.8M

FY 2021

Grant Range

$1M–$18.7M

Typical

Deadlines

Applications

Financial Snapshot

2021 filing

Total Revenue

$3K

Total Expenses

$23.3M

Qualifying Distributions

$23.3M

Distributable Amount

$614K

Min. Investment Return

$614K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4 grants

Grant sizes from minimum $1M through median $1.7M to maximum $18.7M, 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

3 years

Giving over time from 2018 to 2021. Peak $23.1M in 2021. Hover bars for details.

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

Top Recipients

6 grants

VANGUARD CHARITABLE
$18.7M
1 grant
VANGUARD CHARITABLE ENDOWMENT PROGRAM
$2.5M
2 grants
NORTHEAST WILDERNESS TRUST
$2.3M
1 grant
THE NATURE CONSERVANCY
$1.2M
1 grant
FOREST SOCIETY OF MAINE
$1M
1 grant

Grant Size Distribution

6 grants

<$10K
$10–50K
$50–250K
$250K–1M
1
grants
$1–5M
4
grants
$5M+
1
grants

Geographic Focus

4 states

Rhode Island
$21.3M
83% of total
Vermont
$2.3M
9% of total
New York
$1.2M
5% of total
Maine
$1M
4% of total

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SWEET WATER TRUST — Grants, Financials & Contact | Grantivo