Gertrude & Edward Swartz Charitable Tr
Gertrude & Edward Swartz Charitable Tr is a private foundation based in Wellesley, Massachusetts. Its 2025 filing reports grants to charitable organizations, with listed purposes including education, religion, charity, and medical/educational work.
Gertrude & Edward Swartz Charitable Tr at a glance
In short: Gertrude & Edward Swartz Charitable Tr gave $68K across 26 grants in 2025 (avg $3K), top state Texas. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $68,000
- +7.9% vs 2024
- Grants made (2025)
- 26
- +8.3% vs 2024
- Average grant
- $2,615
- -0.4% vs 2024
- Median grant
- $2,750
- Total assets
- $423,576
- +27.3% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 26, 2025)
- Primary geography
- Texas (24% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Gertrude & Edward Swartz Charitable Tr
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 70 Walnut Street, Wellesley, MA 02481
Phone: (781) 431-9788
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Gertrude & Edward Swartz Charitable Tr funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was More to Life ($5K). Together the top 10 received $37K.
Grant Size Distribution
123 grants across all recorded years
The most common grant size was under $50K: 123 grants of 123 (100%).
Geographic Focus
Where this funder awards grants
In 2025, the largest shares of grant dollars went to recipients in Texas (24%), New York (20%), Arizona (15%), Virginia (12%), and Tennessee (10%).
Grant Distribution by State
Share of 2025 grant dollars across all 26 itemized grants.
States
Cities
Is Gertrude & Edward Swartz Charitable Tr open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 26 grantees (0%) were first-time recipients. How we count
- 92% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+13%). Method
- In 2025 it paid out 115% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $43K (2019) to $68K (2025). In 2025 it made 26 grants totaling $68K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| More to Life Knoxville, TN | Educational | $5,000 |
| Rice University Arlington, VA | Educational | $5,000 |
| Alcu Foundation New York, NY | Religious | $4,000 |
| Houston Area Women's Center Houston, TX | Charitable | $4,000 |
| MD Anderson Cancer Center Houston, TX | Charitable | $3,500 |
| Naral Pro-Choice America Washington, DC | Charitable | $3,500 |
| Community Food Bank of Southern AZ Tucson, AZ | Charitable | $3,000 |
| Covid 19 Longhauler Advocacy Project Boca Raton, FL | Medical / Educational | $3,000 |
| Doctors Without Borders New York, NY | Charitable | $3,000 |
| Earthjustice San Francisco, CA | Charitable | $3,000 |
Ready to take the next step with Gertrude & Edward Swartz Charitable Tr?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $423,576 | $176,920 | $86,172 | $68,000 | 26 | $70,691 | $164,719 | $61,660 |
| 2024 | $332,828 | $171,584 | $75,868 | $63,000 | 24 | $64,402 | $161,163 | $58,290 |
| 2023 | $237,112 | $94,831 | $71,620 | $60,000 | 27 | $61,696 | $85,222 | $51,573 |
| 2022 | $213,901 | $43,773 | $71,578 | $60,000 | 23 | $61,557 | $34,144 | $53,554 |
| 2021 | $241,706 | $56,203 | $75,603 | $61,500 | 23 | — | $45,493 | $56,455 |
| 2020 | $261,106 | $51,683 | $55,398 | $43,500 | 22 | — | $42,323 | $47,001 |
| 2019 | $264,821 | $42,744 | $55,413 | $43,000 | 24 | — | $32,320 | $44,277 |
Under IRS private-foundation payout rules, Gertrude & Edward Swartz Charitable Tr reported a distributable amount of $62K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its grants support organizations working in areas including education, health, food assistance, environmental protection, and human services. For example, Houston Area Women’s Center says it works to end domestic and sexual violence through advocacy, counseling, education, shelter, and support services. Earthjustice describes its work as using law and partnerships to protect health, wildlife, lands, waters, and climate. Humane Borders says it provides humanitarian assistance in the U.S.–Mexico desert borderlands and works toward a more just environment there.
Other 2025 grantees describe their work as conserving lands and waters (The Nature Conservancy), supporting students and member institutions (United Negro College Fund), and advancing teaching, research, and service (Trinity University).
Grantmaking
In 2025, the foundation made 26 grants totaling $68,000. Grants ranged from $1,000 to $5,000, with a median of $2,750. The largest listed grants were $5,000 each to More to Life and Rice University. Other notable grants included $4,000 to ALCU Foundation and Houston Area Women’s Center; $3,500 each to MD Anderson Cancer Center and NARAL Pro-Choice America; and $3,000 each to Community Food Bank of Southern AZ, COVID 19 Longhauler Advocacy Project, Doctors Without Borders, Earthjustice, Humane Borders, and Northwest Harvest.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Deborah L Swartz, Elizabeth J Swartz, Michael D Swartz, and Richard J Swartz as trustees.
Gertrude & Edward Swartz Charitable Tr's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Deborah L. Swartz
Trustee
On filings since 2019
1 hr/week
No compensation reported
Elizabeth J. Swartz
Trustee
On filings since 2019
1 hr/week
No compensation reported
Michael D. Swartz
Trustee
On filings since 2019
1 hr/week
No compensation reported
Richard J. Swartz
Trustee
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Gertrude & Edward Swartz Charitable Tr
How much does Gertrude & Edward Swartz Charitable Tr give each year?
Gertrude & Edward Swartz Charitable Tr gave $68K across 26 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $63K across 24 grants.
What is Gertrude & Edward Swartz Charitable Tr's typical grant size?
Gertrude & Edward Swartz Charitable Tr's median grant in 2025 was $2,750, and its average grant was $2,615, across 26 grants on its 2025 IRS Form 990-PF.
Where does Gertrude & Edward Swartz Charitable Tr give grants?
Gertrude & Edward Swartz Charitable Tr's top state is Texas, with 24% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New York (20%) and Arizona (15%). The most frequent recipient cities were Houston, TX (6 grants), New York, NY (5 grants), Tucson, AZ (3 grants) and Arlington, VA (2 grants).
Does Gertrude & Edward Swartz Charitable Tr give general operating support?
Not in 2025: none of the 26 grants with a stated purpose on Gertrude & Edward Swartz Charitable Tr's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (19 grants) and "Educational" (5 grants).
Who are Gertrude & Edward Swartz Charitable Tr's largest grantees?
Gertrude & Edward Swartz Charitable Tr's largest 2025 grantees include More to Life ($5,000), Rice University ($5,000) and Alcu Foundation ($4,000), according to its 2025 IRS Form 990-PF. Together they received 21% of its itemized 2025 grant dollars.
How large is Gertrude & Edward Swartz Charitable Tr?
Gertrude & Edward Swartz Charitable Tr reported $424K in total assets on its 2025 IRS Form 990-PF. It paid out $71K in qualifying distributions that year, against a required minimum of $62K (roughly 5% of its investment assets).
What does Gertrude & Edward Swartz Charitable Tr fund?
No mission statement for the foundation is provided. Its grants support organizations working in areas including education, health, food assistance, environmental protection, and human services. See mission & focus areas ↑
How do I apply for a grant from Gertrude & Edward Swartz Charitable Tr?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Gertrude & Edward Swartz Charitable Tr's EIN?
Gertrude & Edward Swartz Charitable Tr's EIN (Employer Identification Number) is 04-6045528. IRS Form 990 filing data is available on this page for 2019–2025.
Does Gertrude & Edward Swartz Charitable Tr accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS January 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 15, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 12, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Gertrude & Edward Swartz Charitable Tr funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Gertrude & Edward Swartz Charitable Tr's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Massachusetts
Greater Horizons
Kansas City, MO
Greater Horizons distributes donor-advised fund grants to eligible U.S. charities and institutions across a wide range of causes; international organizations may also be supported after additional due diligence. In 2024, its grants had a median of $15,000, though amounts varied widely. Grants are requested by fund holders, and no general application process for organizations seeking funding is described.
Assets
$2.8B
Grants
3,282
Total Given
$212.2M
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
The Bristol-Myers Squibb Foundation supports health access and stronger health systems, with a focus on adult and pediatric cancers, blood disorders, brain health, and clinical-trial participation in the United States, Brazil, India, and ten Sub-Saharan African countries. In 2024, its median grant was about $134,000, though awards varied widely; it does not state whether it accepts unsolicited requests, and advises prospective applicants to contact the Foundation about its process.
Assets
$83.3M
Grants
144
Total Given
$67.7M
Baker Hughes Foundation
Houston, TX
Assets
$2.2M
Grants
990
Total Given
$3.2M
Boston Foundation Inc
Boston, MA
The Boston Foundation funds nonprofits and community initiatives focused on equity and opportunity, including child well-being, economic opportunity, community wealth, and community leadership, primarily in Greater Boston. Its 2025 grants had a median of $25,000, while specific programs offer amounts such as $50,000; whether it accepts unsolicited requests is not stated.
Assets
$2.1B
Grants
2,375
Total Given
$228.4M
Eastern Bank Foundation
Wakefield, MA
Eastern Bank Foundation supports economic inclusion and mobility, including small businesses, early childhood development, affordable housing, and workforce development. Its 2025 grants ranged from $50 to $2,002,500, with a median of $2,500, primarily in Massachusetts and also in New Hampshire and Rhode Island. It accepts online applications and does not limit giving to preselected organizations.
Assets
$266.7M
Grants
1,786
Total Given
$19.0M
Barr Foundation
Boston, MA
The Barr Foundation funds arts and creativity, climate, education, and New England’s social sector, primarily through long-term support for organizations in New England. Its 2024 grants ranged from $100 to $3.275 million, with a median of $80,000. Its filing says it accepts only requests from preselected organizations and does not accept unsolicited requests, though its website describes program-page inquiries and occasional open calls.
Assets
$1.9B
Grants
903
Total Given
$123.2M
More similar funders
More Funders in Massachusetts
Cite this profile
Grantable. (2026). Gertrude & Edward Swartz Charitable Tr funder profile. GrantGraph. Retrieved October 21, 2026, from https://grantable.co/funders/gertrude-and-edward-swartz-charitable-tr-morg_3dad78c809d84413b23245da2c5524f4
BibTeX
@misc{grantable_046045528_2026,
author = {{Grantable}},
title = {{Gertrude \& Edward Swartz Charitable Tr funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/gertrude-and-edward-swartz-charitable-tr-morg_3dad78c809d84413b23245da2c5524f4},
note = {Accessed 2026-10-21. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Gertrude & Edward Swartz Charitable Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Gertrude & Edward Swartz Charitable Tr down — hundreds of funders to go?