//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Trust Uw Edwin Swift Balch is a private corporation based in SAINT LOUIS, MO. The foundation received its IRS ruling in 1980. The principal officer is Wells Fargo Bank. It holds total assets of $7M. Annual income is reported at $1.2M. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Trust Uw Edwin Swift Balch has made 2 grants totaling $850K, with a median grant of $425K. The foundation has distributed between $400K and $450K annually from 2022 to 2023. Individual grants have ranged from $400K to $450K, with an average award of $425K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Pennsylvania. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Trust Uw Edwin Swift Balch is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 2 grants. Its grantmaking reaches organizations primarily in PA.
Trust Uw Edwin Swift Balch has distributed a total of $850K across 2 grants. The median grant size is $425K, with an average of $425K. Individual grants have ranged from $400K to $450K.
Trust Uw Edwin Swift Balch typically selects its grantees rather than accepting unsolicited proposals.
Trust Uw Edwin Swift Balch is headquartered in SAINT LOUIS, MO.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Wells Fargo Bank N A | TRUSTEE | $94K | $0 | $94K |
Total Giving
$494K
Total Assets
$7M
Fair Market Value
$9M
Net Worth
$7M
Grants Paid
$400K
Contributions
N/A
Net Investment Income
$113K
Distribution Amount
$413K
Total: $1.5M
Total Grants
2
Total Giving
$850K
Average Grant
$425K
Median Grant
$425K
Unique Recipients
2
Most Common Grant
$400K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| The Historical Society Of PaGENERAL OPERATING | Philadelphia, PA | $400K | 2023 |
| Historical Society Of PaGENERAL OPERATING | Philadelphia, PA | $450K | 2022 |