Public Charity

The Swinerton Foundation

The Swinerton Foundation, of Concord, CA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $1.3M in revenue, $919K in expenses, $6.4M in total assets. IRS filings disclose 5 grants awarded by this foundation, totaling roughly $6.2M.

EIN: 030490864 Concord, CA Fund Raising & Fund Distribution NTEE: T12 Latest filing: 2024
Total Revenue$1.3M
Total Expenses$919K
Total Assets$6.4M
Grants Given5
Grant Total$6.2M
Filing Years2019–2024

Mission

THE SWINERTON FOUNDATION HELPS BUILD SUSTAINABLE CITIES AND NEIGHBORHOODS BY PARTNERING WITH COMMUNITY-FOCUSED NON-PROFIT ORGANIZATIONS TO SUPPORT HEALTH, SOCIAL SERVICES, CULTURAL, EDUCATION, AND ENVIRONMENTAL PROGRAMS THAT BENEFIT ALL MEMBERS OF THE COMMUNITY. THE SWINERTON FOUNDATION ALSO SERVES AS A CATALYST TO ENCOURAGE AND EXPAND THE PHILANTHROPIC ENDEAVORS OF SWINERTON INCORPORATED AND ITS AFFILIATES EMPLOYEES.

Where $100 goes at The Swinerton Foundation

How The Swinerton Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.

$98 Programs the work itself
$2 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $98 for programs

$36
Adopt-a-School Program
About 36% (cost not reported)
$35
Resilient Communities
About 36% (cost not reported)
$27
UNIVERSITY GIVING The Swinerton Foundation has made a commitment to support management programs at colleges and universities across the United States
28% of program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Given

Grants under 5K
2023
$13,311
Grants under 5K
2022
$558,928
Grants under 5K
2020
$486,972

Showing up to 5 of 5 total records — full history available with membership.

Officers & Directors

Secretary Dost Bardouille-Crema
Executive Vice President Lauren Nunnally
President Lori Guion
Treasurer Maritza Zulueta

Officer compensation and complete director data available with membership.

Top Grant Purposes

Unspecified
$1,059,211 3 grants

Financial Trends

Year Revenue Expenses Assets
2024 $1.3M $919K $6.4M
2023 $1.2M $519K $5.6M
2022 $2.2M $2.0M $4.5M
2020 $1.8M $1.6M $4.6M
2019 $1.8M $1.3M $4.2M

Between 2019 and 2024, reported annual revenue declined from $1.8M to $1.3M (-25%), with total assets most recently reported at $6.4M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for The Swinerton Foundation

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