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SWBC FOUNDATION

Cite this

Plain text SWBC FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2018–2023. https://strategystudio.org/org/200511684. Retrieved 2026-10-18.

APA Strategy Studio. (n.d.). SWBC FOUNDATION [Nonprofit organization profile; tax years 2018–2023]. Retrieved October 18, 2026, from https://strategystudio.org/org/200511684

MLA “SWBC FOUNDATION.” Strategy Studio, tax years 2018–2023, https://strategystudio.org/org/200511684. Accessed 18 Oct. 2026.

Retrieved 2026-10-18; covers tax years 2018–2023. Data: Strategy Studio, CC BY 4.0.

2023 · Form 990PF · revenue $1.1M · expenses $1.2M · assets $18.0M

EIN
20-0511684
Address
9311 SAN PEDRO AVE STE 600, SAN ANTONIO, TX 78216-4459
Website
WWW.SWBC.COM
NTEE code
T21
Subsection
501(c)(3)
Ruling year
2005
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

No one listed on these returns was paid.

Unpaid officers and directors · 3 people
NameLatest titleYearsOrganizations
Charles E Amato DIRECTOR2018-2023 1
Gary L Dudley DIRECTOR2018-2023 1
Lisa W Wilson DIRECTOR2018-2023 1

People by year

2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES E AMATO DIRECTOR2 $0-$0 $01
GARY L DUDLEY DIRECTOR2 $0-$0 $01
LISA W WILSON DIRECTOR12 $0-$0 $01
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES E AMATO DIRECTOR2 $0-$0 $01
GARY L DUDLEY DIRECTOR2 $0-$0 $01
LISA W WILSON DIRECTOR12 $0-$0 $01
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES E AMATO DIRECTOR2 $0-$0 $01
GARY L DUDLEY DIRECTOR2 $0-$0 $01
LISA W WILSON DIRECTOR12 $0-$0 $01
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES E AMATO DIRECTOR2 $0-$0 $01
GARY L DUDLEY DIRECTOR2 $0-$0 $01
LISA W WILSON DIRECTOR12 $0-$0 $01
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES E AMATO DIRECTOR2 $0-$0 $01
GARY L DUDLEY DIRECTOR2 $0-$0 $01
LISA W WILSON DIRECTOR12 $0-$0 $01
2018 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES E AMATO DIRECTOR2 $0-$0 $01
GARY L DUDLEY DIRECTOR2 $0-$0 $01
LISA W WILSON DIRECTOR12 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2023 · 15 grants to organizations · $1.0M
2022 · 16 grants to organizations · $995K
2021 · 24 grants to organizations · $954K
2020 · 19 grants to organizations · $741K
2019 · 20 grants to organizations · $785K
2018 · 21 grants to organizations · $848K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2022 · 1 contributor · $25K
#ContributorTypeCity, stateTotalNoncashSource
1 SWBC MORTGAGE CORPORATION Organization or other SAN ANTONIO, TX $25,000- Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $3.0M
#ContributorTypeCity, stateTotalNoncashSource
1 SOUTHWEST BUSINESS CORPORATION Organization or other SAN ANTONIO, TX $3,000,000- Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $100K
#ContributorTypeCity, stateTotalNoncashSource
1 SWBC MORTGAGE CORPORATION Person SAN ANTONIO, TX $100,000- Form 990PF Sch. B, 2020 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2023 · Form 990PF period ending 2024-11-30 · view filing · original 990 ↗
$1,085,132$1,207,549 $18,018,621$18,018,621 -- $0--
2022 · Form 990PF period ending 2023-11-30 · view filing · original 990 ↗
$991,692$1,355,137 $18,543,556$18,141,096 $25,000- $0--
2021 · Form 990PF period ending 2022-11-30 · view filing · original 990 ↗
$5,034,568$1,201,257 $19,100,169$18,515,124 $3,000,000- $0--
2020 · Form 990PF period ending 2021-11-30 · view filing · original 990 ↗
$1,523,187$1,059,942 $15,207,615$14,651,787 $100,000- $0--
2019 · Form 990PF period ending 2020-11-30 · view filing · original 990 ↗
$553,428$1,009,347 $14,633,465$14,188,542 $0- $0--
2018 · Form 990PF period ending 2019-11-30 · view filing · original 990 ↗
$796,753$1,003,113 $15,059,461$14,644,461 $200,000- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
IBC FOUNDATIONTXT21 $881,949$2,062,185 DIRECTOR/PRESIDENT$0 Same NTEE code T21, revenue within 2x, same state, similar name
STAR FOUNDATIONTXT21 $1,009,210$33,370 TRUSTEE/DIRECTOR$0 Same NTEE code T21, revenue within 2x, same state, similar name
LRE FOUNDATIONTXT21 $648,645$535,120 CHAIR$0 Same NTEE code T21, revenue within 2x, same state, similar name
SWEET GEEKS FOUNDATIONTXT21 $1,312,725$198,480 Chair$0 Same NTEE code T21, revenue within 2x, same state, similar name
NOVUM FOUNDATIONTXT21 $723,692$602,025 President$0 Same NTEE code T21, revenue within 2x, same state, similar name
SYSCO FOUNDATION INCTXT21 $744,510$114,902 President and Director - term beg 1/13/2025$0 Same NTEE code T21, revenue within 2x, same state, similar name
SMITH FAMILY FOUNDATIONTXT21 $1,022,882$555,610 DIRECTOR/PRESIDENT$0 Same NTEE code T21, revenue within 2x, same state, similar name
CELANESE FOUNDATIONTXT21 $871,896$2,737,644 CURRENT TREASURER$0 Same NTEE code T21, revenue within 2x, same state, similar name
LII LENNOX FOUNDATIONTXT21 $991,938$991,109 Director$0 Same NTEE code T21, revenue within 2x, same state, similar name
W C PAYNE FOUNDATIONTXT21 $885,633$1,192,069 PRESIDENT & DIRECTOR$0 Same NTEE code T21, revenue within 2x, same state, similar name
J W BAGLEY FOUNDATIONTXT21 $1,098,906$751,795 Trustee$0 Same NTEE code T21, revenue within 2x, same state, similar name
LABATT FOUNDATION INCTXT21 $1,603,263$690,582 President$0 Same NTEE code T21, revenue within 2x, same state, similar name
BOONE FAMILY FOUNDATIONTXT21 $682,719$5,800,366 President & CEO$329,006 Same NTEE code T21, revenue within 2x, same state
PHILLIPS FOUNDATION INCTXT21 $1,220,477$12,990 DIR/PRESIDENT$0 Same NTEE code T21, revenue within 2x, same state
ADVOCATE FOUNDATION INCTXT21 $549,921$398,169 Board Chair$0 Same NTEE code T21, revenue within 2x, same state
DFW HEAVY DUTY FOUNDATIONTXT21 $721,909$727,411 TREASURER$0 Same NTEE code T21, revenue within 2x, same state
WHITACRE FAMILY FOUNDATIONTXT21 $1,777,513$677,365 DIRECTOR$0 Same NTEE code T21, revenue within 2x, same state
MULVANEY FAM FOUNDATION TRTXT21 $601,843$447,500 TRUSTEE$65,351 Same NTEE code T21, revenue within 2x, same state
ESSIG ENRIGHT FAMILY FOUNDATIONTXT21 $780,061$1,109,212 PRESIDENT$0 Same NTEE code T21, revenue within 2x, same state
TODD A WILLIAMS FAM FOUNDATIONTXT21 $604,405$525,590 PRESIDENT/TREASURER$0 Same NTEE code T21, revenue within 2x, same state
MIKE & MARY TERRY FAMILY FOUNDATIONTXT21 $1,360,549$1,051,772 EXECUTIVE DIRECTOR$129,976 Same NTEE code T21, revenue within 2x, same state
CARL E KESSLER FAMILY FOUNDATIONTXT21 $605,661$788,606 President$76,657 Same NTEE code T21, revenue within 2x, same state
RUTH AND PAUL CONNOR FOUNDATIONTXT21 $584,254$415,794 PRES/TREAS$900 Same NTEE code T21, revenue within 2x, same state
MR AND MRS NELSON RUSCHE FOUNDATIONTXT21 $1,702,637$2,395,110 Exec Director/VP/Sec/Director$51,339 Same NTEE code T21, revenue within 2x, same state
RUBEN AND SUE MARTIN FAMILY FOUNDATIONTXT21 $670,000$320,061 DIR/PRES/TREAS$0 Same NTEE code T21, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
PURE INC DAF sponsor$1,786,0159 12016–2024 REACHING EAST AFRICAN LIVES FOR CHRIST MINISTRIES
UNITED WAY WORLDWIDE DAF sponsor$491,8773 12017–2019 CELANESE FOUNDATION
EDUCATIONAL ENDOWMENT FUND INC DAF sponsor$275,3006 12017–2022 THE SORALA FOUNDATION
GREATER WASHINGTON COMMUNITY FOUNDATION DAF sponsor$235,00011 22011–2024 F Y CHANG FOUNDATION; PROMONTORY FOUNDATION
THE MIAMI FOUNDATION INC DAF sponsor$198,4115 12021–2024 ADVOCATE FOUNDATION INC
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$194,7003 12022–2024 ADVOCATE FOUNDATION INC
THE DALLAS FOUNDATION DAF sponsor$116,0002 12020–2024 ADVOCATE FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$105,2005 22018–2024 REACHING EAST AFRICAN LIVES FOR CHRIST MINISTRIES; SMILES FOR LIFE FOUNDATION
COMMUNITIES FOUNDATION OF TEXAS DAF sponsor$102,6754 12021–2024 ADVOCATE FOUNDATION INC
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$100,0001 12024–2024 PROMONTORY FOUNDATION
THE BLACKBAUD GIVING FUND DAF sponsor$96,1401 12024–2024 CELANESE FOUNDATION
PIVOTAL FOUNDATION Private foundation$94,4005 12020–2024 PROMONTORY FOUNDATION
OAKFISH FOUNDATION U-A-D 11-12-14 Private foundation$75,3024 12019–2022 BAME FOUNDATION
VAN KONYNENBURG FOUNDATION Private foundation$35,0005 12014–2024 PROMONTORY FOUNDATION
LANCASTER COUNTY COMMUNITY FOUNDATION DAF sponsor$34,0541 12018–2018 EMERALD FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2023 · Form 990PF · $1,207,549 spent · pay $0 · grants $1,016,239 · events $4,756
LineAs describedTotalShare
Contributions, gifts, grants paid $1,016,239 84.2%
Other expenses $168,599 14.0%
Taxes $17,955 1.5%
Travel, conferences and meetings $4,756 0.4%
Total$1,207,549100%

View the filing

2022 · Form 990PF · $1,355,137 spent · pay $0 · grants $995,332 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $995,332 73.4%
Fees: accounting $185,794 13.7%
Other expenses $156,493 11.5%
Taxes $17,518 1.3%
Total$1,355,137100%

View the filing

2021 · Form 990PF · $1,201,257 spent · pay $0 · grants $953,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $953,500 79.4%
Other expenses $157,890 13.1%
Fees: accounting $65,045 5.4%
Taxes $24,822 2.1%
Total$1,201,257100%

View the filing

2020 · Form 990PF · $1,059,942 spent · pay $0 · grants $741,250 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $741,250 69.9%
Other expenses $151,749 14.3%
Fees: accounting $145,828 13.8%
Taxes $21,115 2.0%
Total$1,059,942100%

View the filing

2019 · Form 990PF · $1,009,347 spent · pay $0 · grants $785,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $785,000 77.8%
Other expenses $127,907 12.7%
Fees: accounting $75,923 7.5%
Taxes $20,517 2.0%
Total$1,009,347100%

View the filing

2018 · Form 990PF · $1,003,113 spent · pay $0 · grants $848,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $848,000 84.5%
Other expenses $123,460 12.3%
Taxes $31,653 3.2%
Total$1,003,113100%

View the filing