Gertrude & Edward Swartz Charitable Tr
Gertrude & Edward Swartz Charitable Tr is a private foundation focused on Education, based in WELLESLEY, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $333K in total assets. In 2024, it awarded 24 grants totaling $63K. Net investment income was $161K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$333K
+40.4% YoY
Annual Giving
$63K
+5.0% YoY
Grant Count
24
-11.1% YoY
Avg Grant Size
$3K
+18.1% YoY
Under IRS private-foundation payout rules, Gertrude & Edward Swartz Charitable Tr reported a distributable amount of $58K for 2024 — the minimum it must pay out in qualifying distributions.
About Gertrude & Edward Swartz Charitable Tr
Based on IRS filings
Gertrude & Edward Swartz Charitable Tr is a private foundation focused on Education, based in WELLESLEY, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $333K in total assets. In 2024, it awarded 24 grants totaling $63K. Net investment income was $161K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $332,828 | $237,112 | $213,901 |
| Revenue | $171,584 | $94,831 | $43,773 |
| Expenses | $75,868 | $71,620 | $71,578 |
| Qualifying Distributions | $64,402 | $61,696 | $61,557 |
| Net Investment Income | $161,163 | $85,222 | $34,144 |
| Distributable Amount | $58,290 | $51,573 | $53,554 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
119 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include National Resources Defense Council ($7,000), More to Life ($5,000), Alcu Foundation ($4,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALCU FOUNDATION NEW YORK, NY | RELIGIOUS | $4,000 |
| AMNESTY INTERNATIONAL NEW YORK, NY | CHARITABLE | $1,000 |
| CENTER FOR BIOLOGICAL DIVERSITY TUCSON, AZ | CHARITABLE | $2,500 |
| COMMUNITY FOOD BANK OF SOUTHERN AZ TUCSON, AZ | CHARITABLE | $3,000 |
| DOCTORS WITHOUT BORDERS NEW YORK, NY | CHARITABLE | $3,000 |
| EARTHJUSTICE SAN FRANCISCO, CA | CHARITABLE | $3,000 |
| HOUSTON AREA WOMEN'S CENTER HOUSTON, TX | CHARITABLE | $4,000 |
| HOUSTON FOOD BANK HOUSTON, TX | CHARITABLE | $2,000 |
| MD ANDERSON CANCER CENTER HOUSTON, TX | CHARITABLE | $3,500 |
| MORE TO LIFE KNOXVILLE, TN | EDUCATIONAL | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DEBORAH L SWARTZ | TRUSTEE | 1 | — |
| ELIZABETH J SWARTZ | TRUSTEE | 1 | — |
| MICHAEL D SWARTZ | TRUSTEE | 1 | — |
| RICHARD J SWARTZ | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Gertrude & Edward Swartz Charitable Tr?
Gertrude & Edward Swartz Charitable Tr is a private foundation focused on Education, based in WELLESLEY, MA. It holds $333K in total assets as of 2024.
How large is Gertrude & Edward Swartz Charitable Tr?
As of 2024, Gertrude & Edward Swartz Charitable Tr holds $333K in total assets with $172K in annual revenue. It awarded 24 grants totaling $63K in 2024.
Where does Gertrude & Edward Swartz Charitable Tr operate?
Gertrude & Edward Swartz Charitable Tr has awarded grants in Alabama, Arizona, California, District of Columbia, Florida, New York, Tennessee, Texas, Virginia, Washington.
What size grants does Gertrude & Edward Swartz Charitable Tr award?
In 2024, Gertrude & Edward Swartz Charitable Tr awarded 24 grants totaling $63K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Gertrude & Edward Swartz Charitable Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Gertrude & Edward Swartz Charitable Tr reported a distributable amount of $58K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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