Theron C Swan Est Trust

  • Dallas, TX
  • EIN: 06-6209815

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$226,512
Expenses
$135,587
Net Income
$90,925
Net Assets
$2,274,348
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $62,932
27.8%
Sales of Assets $163,580
72.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $110,390
81.4%
Compensation of Officers* $33,960
25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,274,348
Total Liabilities $0
Net Assets $2,274,348
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $33,960 $0

Document Links

990-PF
Filed on Jan. 31, 2026

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$77,242
Expenses
$145,050
Net Income
-$67,808
Net Assets
$2,175,990
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $57,094
73.9%
Sales of Assets $14,821
19.2%
Other Income $5,327
6.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $122,082
84.2%
Compensation of Officers* $30,828
21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,175,990
Total Liabilities $0
Net Assets $2,175,990
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $30,828 $0

Document Links

990-PF
Filed on Jan. 23, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$12,627
Expenses
$118,494
Net Income
-$131,121
Net Assets
$2,169,242
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $48,486
Sales of Assets -$63,658
Other Income $2,545
Notable Expenses Percent of Total Expenses
Charitable Disbursements $96,757
81.7%
Compensation of Officers* $29,086
24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,169,242
Total Liabilities $0
Net Assets $2,169,242
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $29,086 $0

Document Links

990-PF
Filed on Jan. 31, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$429,736
Expenses
$182,433
Net Income
$247,303
Net Assets
$2,260,026
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $48,162
11.2%
Sales of Assets $381,574
88.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $147,067
80.6%
Compensation of Officers* $31,340
17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,260,026
Total Liabilities $0
Net Assets $2,260,026
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $31,340 $0

Document Links

990-PF
Filed on Feb. 2, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$152,431
Expenses
$146,712
Net Income
$5,719
Net Assets
$2,381,132
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $40,583
26.6%
Sales of Assets $111,848
73.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $118,998
81.1%
Compensation of Officers* $31,641
21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,381,132
Total Liabilities $0
Net Assets $2,381,132
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $31,641 $0

Document Links

990-PF
Filed on March 31, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$186,905
Expenses
$126,469
Net Income
$60,436
Net Assets
$2,081,849
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $46,317
24.8%
Sales of Assets $138,799
74.3%
Other Income $1,789
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $107,484
85.0%
Compensation of Officers* $28,089
22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,081,850
Total Liabilities $1
Net Assets $2,081,849
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $28,089 $0

Document Links

990-PF
Filed on Nov. 30, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$128,414
Expenses
$137,424
Net Income
-$9,010
Net Assets
$2,028,456
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $47,380
36.9%
Sales of Assets $81,034
63.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $113,013
82.2%
Compensation of Officers* $27,572
20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,028,456
Total Liabilities $0
Net Assets $2,028,456
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $27,572 $0

Document Links

990-PF
Filed on Dec. 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$201,688
Expenses
$137,785
Net Income
$63,903
Net Assets
$2,062,790
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $39,887
19.8%
Sales of Assets $161,801
80.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $115,023
83.5%
Compensation of Officers* $28,609
20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,062,790
Total Liabilities $0
Net Assets $2,062,790
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $28,609 $0

Document Links

990-PF
Filed on Dec. 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$107,986
Expenses
$125,186
Net Income
-$17,200
Net Assets
$1,994,828
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $44,786
41.5%
Sales of Assets $63,180
58.5%
Other Income $20
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $106,537
85.1%
Compensation of Officers* $26,780
21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,994,828
Total Liabilities $0
Net Assets $1,994,828
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $26,780 $0

Document Links

990-PF
Filed on Dec. 4, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,280
Expenses
$118,975
Net Income
-$88,695
Net Assets
$1,972,439
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $52,242
> 100%
Sales of Assets -$21,962
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $100,628
84.6%
Compensation of Officers* $26,077
21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,972,439
Total Liabilities $0
Net Assets $1,972,439
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $26,077 $0

Document Links

990-PF
Filed on Nov. 2, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$85,465
Expenses
$133,150
Net Income
-$47,685
Net Assets
$2,070,957
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $46,815
54.8%
Sales of Assets $36,695
42.9%
Other Income $1,955
2.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $114,649
86.1%
Compensation of Officers* $28,333
21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,070,957
Total Liabilities $0
Net Assets $2,070,957
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $28,333 $0

Document Links

990-PF
Filed on Nov. 2, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$72,014
Expenses
$133,164
Net Income
-$61,150
Net Assets
$2,106,153
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $46,433
64.5%
Sales of Assets $25,581
35.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $110,033
82.6%
Compensation of Officers* $28,616
21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,106,153
Total Liabilities $0
Net Assets $2,106,153
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $28,616 $0

Document Links

990-PF
Filed on Dec. 2, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$309,260
Expenses
$126,309
Net Income
$182,951
Net Assets
$2,149,397
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $65,045
21.0%
Sales of Assets $244,424
79.0%
Other Income -$209
Notable Expenses Percent of Total Expenses
Charitable Disbursements $107,882
85.4%
Compensation of Officers* $28,141
22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,149,397
Total Liabilities $0
Net Assets $2,149,397

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$141,488
Expenses
$136,480
Net Income
$5,008
Net Assets
$2,033,882
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $51,961
36.7%
Sales of Assets $91,564
64.7%
Other Income -$2,037
Notable Expenses Percent of Total Expenses
Charitable Disbursements $114,751
84.1%
Compensation of Officers* $26,037
19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,033,882
Total Liabilities $0
Net Assets $2,033,882

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$139,261
Expenses
$96,042
Net Income
$43,219
Net Assets
$2,062,579
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $45,665
32.8%
Sales of Assets $91,231
65.5%
Other Income $2,365
1.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $78,334
81.6%
Compensation of Officers* $25,364
26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,062,579
Total Liabilities $0
Net Assets $2,062,579

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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