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Southwestern Foundation

Tax-deductible

Georgetown, TX501(c)(3)Foundations & GrantmakersEIN 74-2736740Revenue $19K in FY2024

On file with the IRSsouthwestern.edu/finance-admin/southwestern-foundation1001 E University Ave, 78626-6100 · Georgetown, TXTax-exempt since May 1995Supporting organization — 509(a)(3)

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The Southwestern Foundation is administered solely for the benefit and support of Southwestern University.

501(c)(3) charity; gifts are tax-deductible.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average deficit $355K a year · 30% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 5 voting members
Looks good: 3 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$19K
-15% vs prior year
Spent
$0
Net assets
$82K
By yearFY2020–FY2024
Revenue
$19K
FY2024▼ -15%
Tap a bar for its year
Revenue by fiscal year
FY2020$5.9M
FY2021$13K
FY2022$37K
FY2023$23K
FY2024$19K
Expenses
$0
FY2024
Tap a bar for its year
Expenses by fiscal year
FY2020$7.7M
FY2021$13K
FY2022$38K
FY2023$0
FY2024$0
Net assets
$82K
FY20240%
Tap a bar for its year
Net assets by fiscal year
FY2020$83K
FY2021$83K
FY2022$82K
FY2023$82K
FY2024$82K

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1995.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation
Laura Skandera Trombley
Trustee & President
$0Pt VII · Sec A
Lenora Chapman
Trustee and Secretary
$0Pt VII · Sec A
Kent Huntsman
Trustee & Assistant Secretary
$0Pt VII · Sec A
R Griffin Lord
Trustee & Treasurer
$0Pt VII · Sec A
Christopher E Cragg
Trustee and Vice President
$0Pt VII · Sec A
See Southwestern Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports Southwestern University through its administration.

Questions for Southwestern Foundation

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Provided by the organization

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1 program · in their own filed words · FY2024
01

The Foundation, as described in the mission statement in Part III above, in part, manages real property for the benefit of Southwestern University. The Foundation is the legal owner of a 76.85% percent undivided interest in land near Leander, Texas.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 1 grant · $7.7M · 2020–2020
Southwestern UniversityTX · FY2020$7,717,254

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$19K
Ln 12
Gifts and grantsLn 1h$19K
Money outPt IX
$0
Ln 25
Owns and owesPt X
$82K
net assets · Ln 32
Total assetsLn 16$82K
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$19K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Total revenueLn 12$19K
Assets in detailPt X, end of year
Land, buildings, equipmentLn 10c$82K
Total assetsLn 16$82K
LiabilitiesLn 26$0
Net assetsLn 32$82K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Land, buildings, equipmentLn 10c$82K$82K
Total assetsLn 16$82K$82K
LiabilitiesLn 26$0$0
Net assetsLn 32$82K$82K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Total functional expensesLn 25$0$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $19K$0$19K$82K 990 PDF
FY2023 $23K$0$23K$82K 990 PDF
FY2022 $37K$38K−$887$82K 990 PDF
FY2021 $13K$13K$0$83K 990 PDF
FY2020 $5.9M$7.7M−$1.8M$83K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $19,291 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $22,791$19,291
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $22,791$19,291
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $0$0
I-18 Total expensesPrior year $0$0
I-19 Revenue less expensesPrior year $22,791$19,291
Part VI · Governance 3 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members3
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $19,291 across 9 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$19,291
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$0
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$19,291
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$19,291
Part IX · Statement of functional expenses $0 across 0 lines filed
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$0
Part X · Balance sheet $82,340 assets, 7 lines filed
X-10c Land, buildings and equipment, netStart of year $82,340$82,340
X-16 Total assetsStart of year $82,340$82,340
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $82,340$82,340
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $82,340$82,340
X-33 Total liabilities and net assetsStart of year $82,340$82,340
Part XI · Reconciliation of net assets $82,340 net assets at year end
XI-1 Total revenue$19,291
XI-2 Total expenses$0
XI-3 Revenue less expenses$19,291
XI-4 Net assets at start of year$82,340
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses−$19,291
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$82,340

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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