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SOUTHWESTERN FOUNDATION

EIN 74-2736740 GEORGETOWN, TX

Revenue 2024
$19,291
Expenses 2024
$0

As filed

Subsection
03
NTEE code
T99I
Classification
1000
Street
1001 E UNIVERSITY AVE

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

To support Southwestern University. The purposes for which Southwestern Foundation is organized and operated are exclusively for charitable, scientific, literary, and educational purposes, and in accomplishment of such purposes, the Foundation is administered solely for the benefit and support of Southwestern University. In doing so, the Foundation also maintains real or personal property, or both, and uses and applies the income there from and the principal thereof exclusively for charitable and educational purposes for the benefit of Southwestern University.

Activities or mission (Part I)

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

  • 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. The only expense paid in 2024 was for property taxes on real estate held for investment purposes. This is reported as an investment expense on Part XI, Line 7.

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Laura Skandera Trombley

    Trustee & President

    Total calculated
    $900,154
    From this org
    $0
    From related orgs
    $745,895
    Other
    $154,259
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $678,620 related
    Bonus
    $0 + $15,000 related
    Other
    $0 + $52,275 related
    Deferred
    $0 + $24,150 related
    Nontaxable benefits
    $0 + $130,328 related
    Filer's total
    $0 + $900,373 related
  • Lenora Chapman

    Trustee and Secretary

    Total calculated
    $333,224
    From this org
    $0
    From related orgs
    $299,876
    Other
    $33,348
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $299,876 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $21,004 related
    Nontaxable benefits
    $0 + $12,344 related
    Filer's total
    $0 + $333,224 related
  • Kent Huntsman

    Trustee & Assistant Secretary

    Total calculated
    $206,061
    From this org
    $0
    From related orgs
    $172,792
    Other
    $33,269
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $172,792 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $11,957 related
    Nontaxable benefits
    $0 + $21,313 related
    Filer's total
    $0 + $206,062 related
  • R Griffin Lord

    Trustee & Treasurer

    Total calculated
    $0
    Hours/week
    0.1 + 3 related
  • Christopher E Cragg

    Trustee and Vice President

    Total calculated
    $0
    Hours/week
    0.1 + 4 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $19,291
    Expenses
    $0
    Contributions
    $19,291
    Grants paid
    $0
  • 2023
    Revenue
    $22,791
    Expenses
    $0
    Contributions
    $22,791
    Grants paid
    $0
  • 2022
    Revenue
    $36,940
    Expenses
    $37,827
    Contributions
    $9,104
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $12,787
    Expenses
    $12,787
    Assets (EOY)
    $83,227
  • 2020 · 990

    Revenue
    $5,900,329
    Expenses
    $7,717,254
    Assets (EOY)
    $83,227
  • 2019 · 990

    Revenue
    $0
    Expenses
    $0
    Assets (EOY)
    $1,900,152
  • 2018 · 990

    Revenue
    $289
    Expenses
    $289
    Assets (EOY)
    $1,900,152
  • 2017 · 990

    Revenue
    $0
    Expenses
    $0
    Assets (EOY)
    $1,900,152
  • 2016 · 990

    Revenue
    $0
    Expenses
    $0
    Assets (EOY)
    $1,900,152
  • 2015 · 990

    Revenue
    $4,422
    Expenses
    $4,422
    Assets (EOY)
    $1,900,152
  • 2014 · 990

    Revenue
    $20,965
    Expenses
    $20,965
    Assets (EOY)
    $1,900,152
  • 2013 · 990

    Revenue
    $6,311
    Expenses
    $6,311
    Assets (EOY)
    $1,900,152
  • 2011 · 990

    Revenue
    not reported
    Expenses
    $236
    Assets (EOY)
    $1,900,152

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility SOUNK.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.