Barbara D Swiler Trust Uw
- Assets
- $424.2k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Burlington, IA
- Founding
- 09/1992
- Data as of
- 02/2024
- EIN
- 42-6477222
Organization Overview
Barbara D Swiler Trust Uw is located in Burlington, IA. The organization was established in 1992. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., 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. Barbara D Swiler Trust Uw 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 02/2024, Barbara D Swiler Trust Uw generated $19.8k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 0.9% each year. All expenses for the organization totaled $34.5k during the year ending 02/2024. While expenses have increased by 1.7% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Barbara D Swiler Trust Uw has awarded 14 individual grants totaling $113,777. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2024
Describe the Organization's Mission:
Part 3 - Line 1
SUPPORT SPECIFIC CHARITIES
Describe the Organization's Program Activity:
Part 3
SUPPORT IOWA WESLEYAN UNIVERSITY, MT PLEASANT IA
SUPPORT OF YMCA IN BURLINGTON, IA.
SUPPORT CHRIST EPISCOPAL CHURCH IN BURLINGTON, IA
SUPPORT THE DES MOINES COUNTY HISTORICAL SOCIETY IN BURLINGTON, IA
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Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Membership dues | $0 |
| Investment income | $13,586 |
| Gain or Loss | $6,187 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $19,773 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $5,376 |
| Professional fees and other payments to independent contractors | $425 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $0 |
| Total expenses | $34,467 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $423,056 |
| Other assets | $0 |
| Total assets | $424,193 |
| Total liabilities | $0 |
| Net assets or fund balances | $424,193 |
Grants Awarded
Over the last fiscal year, Barbara D Swiler Trust Uw has awarded $48,023 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
CHRIST EPISCOPAL CHURCH | | | $15,745 |
DES MOINES COUNTY HISTORICAL SOCIET | | | $7,873 |
IOWA WESLEYAN UNIVERSITY | | | $10,234 |
YMCA OF BURLINGTON | | | $14,171 |