Public Charity

SOUTHWESTERN GRADUATE SCHOOL OF BANKING FOUNDATION

SOUTHWESTERN GRADUATE SCHOOL OF BANKING FOUNDATION is a Public Charity headquartered in DALLAS, TX. Financial data from the 2025 filing: $3.8M revenue, $2.8M expenses, $6.7M total assets. IRS filings disclose 1 grants awarded by this foundation, totaling roughly $485K.

EIN: 237091275 DALLAS, TX Education NTEE: B Latest filing: 2025
Total Revenue$3.8M
Total Expenses$2.8M
Total Assets$6.7M
Grants Given1
Grant Total$485K
Filing Years2021–2025

Mission

TO PROVIDE THE HIGHEST QUALITY GRADUATE LEVEL EDUCATION FOR BANK AND FINANCIAL SERVICE INDUSTRY MANAGERS, SENIOR OFFICERS, AND DIRECTORS. THE FOUNDATION ALSO SEEKS TO DEVELOP LEADERS WHO ARE ABLE TO MEET THE INDUSTRY'S CHALLENGES WHENEVER AND WHEREVER THEY ARISE.

Where $100 goes at Southwestern Graduate School of Banking Foundation

How Southwestern Graduate School of Banking Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$67 Programs the work itself
$33 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 $67 for programs

$67
SWGSB IS AN EDUCATIONAL FOUNDATION ESTABLISHED TO PROVIDE INSTRUCTION FOR FINANCIAL INSTITUTIONS AND THEIR MANAGEMENT
All program spending · Reported in the filing: 703 attendees
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Given

SMU
Dallas, TX · 2021
Collins Center Facility Fund
$485,100

Showing up to 5 of 1 total records — full history available with membership.

Officers & Directors

trustee Brad Cheves
trustee Charles G Cooper
TRUSTEE Christopher J Furlow
trustee Christopher L Williston Vi
trustee Darla R Rooke
Chief Operating Officer David Davis

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$485,100 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $3.8M $2.8M $6.7M
2024 $3.4M $2.4M $5.7M
2023 $1.7M $1.4M $4.9M
2022 $709K $1.5M $4.1M
2021 $1.3M $887K $4.5M

Between 2021 and 2025, reported annual revenue grew from $1.3M to $3.8M (+194%), with total assets most recently reported at $6.7M.

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

Grant Geography

Grants from this foundation were reported to recipients in TX.

TX

Full geographic grant map with state-by-state breakdown available with membership.

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