William E & Ann L Swan Foundation
- Assets
- $2.0m
- Revenue
- $2.1m
- Investments
- $2.0m
- Employees
- 0
- Location
- Clarence, NY
- Founding
- 12/2004
- Data as of
- 12/2022
- EIN
- 51-0516197
Organization Overview
William E & Ann L Swan Foundation is located in Clarence, NY. The organization was established in 2004. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, 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. William E & Ann L Swan 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 12/2022, William E & Ann L Swan Foundation generated $2.1m in total revenue. This organization has experienced exceptional growth, as over the past 8 years, it has increased revenue by an average of 66.5% each year . All expenses for the organization totaled $3.7m during the year ending 12/2022. While expenses have increased by 67.2% per year over the past 8 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 2015, William E & Ann L Swan Foundation has awarded 72 individual grants totaling $4,119,750. 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
J Michael Fetter Trustee | 0.5 | $0 | |
Pauline Kalenik Trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $100,588 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $2,008,616 |
| Capital Gain Net Income | $2,008,616 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $2,109,204 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,578 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $4,418 |
| Total operating and administrative expenses | $9,496 |
| Contributions, gifts, grants paid | $3,655,000 |
| Total expenses and disbursements | $3,664,496 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $35,000 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | -$33,351 |
| Total assets | $2,033,099 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, William E & Ann L Swan Foundation has awarded $3,655,000 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
MERCY HOSPITAL FOUNDATION PURPOSE: CHARITABLE | $200,000 |
ST GREGORY THE GREAT PURPOSE: CHARITABLE | $200,000 |
SISTERS OF ST FRANCIS OF THE NEUMANN COMMUNITIES PURPOSE: CHARITABLE | $5,000 |
YMCA BUFFALO NIAGARA PURPOSE: CHARITABLE | $2,500,000 |
ST LEO THE GREAT PURPOSE: CHARITABLE | $250,000 |
BUFFALO ERIE COUNTY BOTANICAL GARDENS PURPOSE: CHARITABLE | $500,000 |