The Swinerton Foundation
- Assets
- $5.1m
- Revenue
- $2.0m
- Investments
- $0.0
- Employees
- 0
- Location
- Concord, CA
- Founding
- 03/2003
- Data as of
- 12/2021
- EIN
- 03-0490864
Organization Overview
The Swinerton Foundation is located in Concord, CA. The organization was established in 2003. According to its NTEE Classification (T12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Swinerton Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Swinerton Foundation generated $2.0m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 7.7% each year. All expenses for the organization totaled $1.6m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO BUILD SUSTAINABLE CITIES AND NEIGHBORHOODS BY PARTNERING WITH COMMUNITY-FOCUSED NON-PROFIT ORGANIZATIONS TO SUPPORT HEALTH, SOCIAL SERVICES, CULTURAL EDUCATION
Describe the Organization's Program Activity:
Part 3 - Line 4a
UNIVERSITY GIVING THE SWINERTON FOUNDATION HAS MADE A COMMITMENT TO SUPPORT MANAGEMENT PROGRAMS AT COLLEGES AND UNIVERSITIES ACROSS THE UNITED STATES. OUR INVOLVEMENT WITH EDUCATIONAL INSTITUTIONS CENTERS AROUND SUPPORT FOR THEIR ACADEMIC PROGRAMS AND STUDENT SCHOLARSHIPS FOR THE BEST AND BRIGHTEST YOUNG STUDENTS.
ADOPT-A-SCHOOL PROGRAM THROUGH THE ADOPT-A-SCHOOL PROGRAM WE AIM TO IMPROVE VOCATIONAL EDUCATION IN UNDERSERVED SCHOOLS. SWINERTON VOLUNTEERS WORK WITH TEACHERS AND EDUCATION PROFESSIONALS TO DEVELOP LESSONS THAT SUPPLEMENT THEIR CORE CURRICULUM, WHILE OFFERING HANDS-ON LEARNING EXPERIENCES. CONTINUED TO DEVELOP OUR PARTNERSHIP WITH SKILLSUSA AND ADOPTED SEVEN ADDITIONAL SCHOOLS. CURRENT SCHOOLS THAT WE SUPPORT INCLUDE: PIERCE COUNTY SKILLS CENTER IN PUYALLUP, WA; ST. HELENS HIGH SCHOOL IN ST. HELENS, OR; FREMONT HIGH SCHOOL IN OAKLAND, CA; WAIPAHU HIGH SCHOOL IN WAIPAHU, HI; MONTECITO HIGH SCHOOL IN SAN DIEGO, CA; CHERRY CREEK HIGH SCHOOL IN GREENWOOD VILLAGE, CO; MARIETTA HIGH SCHOOL IN MARIETTA, GA; AND INDEPENDENCE HIGH SCHOOL IN CHARLOTTE, NC. SCHOOL IN GREENWOOD VILLAGE, CO; MARIETTA HIGH SCHOOL IN MARIETTA, GA; AND INDEPENDENCE HIGH SCHOOL IN CHARLOTTE, NC.
COMMUNITY BUILDING PROGRAM THE SWINERTON FOUNDATION PARTNERS WITH LOCAL NON-PROFITS ACROSS THE UNITED STATES TO PROVIDE ASSISTANCE-BY GIVING OPPORTUNITIES TO COMMUNITY MEMBERS TO ACCESS HOMEOWNERSHIP AND BY PREVENTING DISPLACEMENT FOR THOSE WHO CANNOT AFFORD HOME REPAIRS. IN 2021, WE HELPED COMPLETE 17 PROJECTS WITH REBUILDING TOGETHER IN 11 DIFFERENT CITIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Eric M Foster Vice President | OfficerTrustee | 1 | $0 |
Sheriann Murphy Vice President | OfficerTrustee | 1 | $0 |
Lori Dunn President | OfficerTrustee | 1 | $0 |
Bradley K Peterson Treasurer | OfficerTrustee | 1 | $0 |
Rachael Guerrero Secretary | OfficerTrustee | 1 | $0 |
Lia Tatevosian Vice President | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $204,048 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,678,554 |
| Noncash contributions included in lines 1a–1f | $29,550 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,882,602 |
| Total Program Service Revenue | $29,550 |
| Investment income | $49,950 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,962,102 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,594,794 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $18,030 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $1,642,769 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,419,586 |
| Savings and temporary cash investments | $467,700 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $3,183,350 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $5,070,636 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $423,026 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $423,026 |
| Net assets without donor restrictions | $4,647,610 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $5,070,636 |
Grants Awarded
Over the last fiscal year, The Swinerton Foundation has awarded $1,594,794 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
SEE STATEMENT A PURPOSE: SEE STATEMENT A | $1,195,988 |
GRANTS UNDER 5K | | | $398,806 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that The Swinerton Foundation has recieved totaling $1,005.
| Awarding Organization | Amount |
|---|---|
Enterprise Holdings Foundation Saint Louis, MO PURPOSE: PROGRAM SUPPORT | $1,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $5 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Pledgeling Foundation Venice, CA | $2,856,994 | $17,411,331 |
Social Impact Fund Los Angeles, CA | $12,584,440 | $14,562,924 |
Solidaire Network Inc Oakland, CA | $12,776,145 | $7,898,596 |
Century Club Of San Diego La Jolla, CA | $2,243,411 | $13,615,886 |
Eat Learn Play Foundation Oakland, CA | $9,809,770 | $13,607,001 |
Cilhaas Supporting Foundation Alameda, CA | $0 | $0 |
Jacquie Foundation Incline Village, NV | $0 | -$1,353,234 |
Patricia And Paul Bragg Foundation Santa Barbara, CA | $96,344,460 | $2,462,516 |
Devto Support Foundation Newport Beach, CA | $95,101,323 | $1,275,327 |
Rodan & Fields Prescription For Change Foundation San Francisco, CA | $4,001,646 | $2,863,722 |
Mz Foundation San Francisco, CA | $44,105,186 | $1,119,650 |
Northridge Hospital Foundation Northridge, CA | $34,105,593 | $7,650,276 |