Private foundation (trust)EIN 821141275Est. 2017-08

THE MCSWAIN TRUST

SANFORD, NC 27330

Total Assets

$2.4M

FY 2023

Annual Giving

$122K

FY 2023

Grants Made

33

FY 2023

Avg Grant

$4K

FY 2023

Grant Range

$1K–$29K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$54K

Total Expenses

$124K

Qualifying Distributions

$122K

Distributable Amount

$112K

Min. Investment Return

$113K

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

33 grants

Grant sizes from minimum $1K through median $3K to maximum $29K, 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 2019 to 2023. Peak $140K in 2021. Hover bars for details.

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

Top Recipients

164 grants

ROBBINS VILLAGE THEATER
$72K
3 grants
TEMPLE THEATER
$70K
5 grants
SAMARITAN'S MINISTRIES
$38K
5 grants
SECOND HARVEST FOOD BANK OF NW
$29K
5 grants
CUOC
$26K
5 grants
FOOD BANK OF CENTRAL AND EASTERN NORTH CAROLINA
$24K
5 grants
SALVATION ARMY
$23K
5 grants
SAWTOOTH CENTER
$22K
5 grants

Grant Size Distribution

164 grants

<$10K
160
grants
$10–50K
4
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

North Carolina
$604K
99% of total
South Carolina
$8K
1% of total
Kentucky
$600
0% of total

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THE MCSWAIN TRUST — Grants, Financials & Contact | Grantivo