Anita L Swits Tr Uw
DALLAS, TX EIN: 04-6756921
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$734K
+3.9% YoY
Annual Giving
$38K
+34.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$38K
+34.5% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $734,336 | $706,593 | $719,975 |
| Revenue | $75,962 | $23,340 | $-17,931 |
| Expenses | $47,449 | $36,431 | $54,787 |
| Qualifying Distributions | $40,969 | $30,978 | $45,452 |
| Net Investment Income | $69,033 | $15,645 | $9,210 |
| Distributable Amount | $41,300 | $37,596 | $38,600 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Anita L Swits Tr Uw fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $7,587 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Pennsylvania $181K (100%)
States
Cities
Nicholson
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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