Gertrude & Edward Swartz Charitable Tr

Private foundation · Grantmaker Wellesley, MA EIN: 04-6045528
EducationHealthDiseases and conditionsHuman services

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.

Key facts about Gertrude & Edward Swartz Charitable Tr

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.

EIN
04-6045528
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$68,000
Grants made (2025)
26
Average grant
$2,615
Median grant
$2,750
New grantees (estimate)
0% first-time grantees (0 of 26, 2025)
Total assets
$423,576
Primary geography
Texas (24% of itemized 2025 grant dollars)
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. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$424K

+27.3% YoY

Annual Giving

$68K

+7.9% YoY

Grant Count

26

+8.3% YoY

Avg Grant Size

$3K

-0.4% YoY

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.

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.

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.

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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

11states

Share of 2025 grant dollars across all 26 itemized grants.

Cities

HoustonNew YorkTucsonArlingtonFairfaxKnoxvilleSan AntonioSan FranciscoSeattlePhoenixMontgomeryWashingtonDallasBoca RatonBostonCalabasas

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K24 grants2019 22 grants2020 23 grants2021 23 grants2022 27 grants2023 24 grants2024 26 grants2025

From 2019 to 2025, annual grant giving ranged from $43K (2019) to $68K (2025). In 2025 it made 26 grants totaling $68K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

More to Life: $5KMore to Life$5KRice University: $5KRice University$5KAlcu Foundation: $4KAlcu Foundation$4KHouston Area Women's Center: $4KHouston Area Women's Center$4KMD Anderson Cancer Center: $4KMD Anderson Cancer Center$4KNaral Pro-Choice America: $4KNaral Pro-Choice America$4KCommunity Food Bank of Southern AZ: $3KCommunity Food Bank ofSouthern AZ$3KCovid 19 Longhauler Advocacy Project: $3KCovid 19 Longhauler AdvocacyProject$3KDoctors Without Borders: $3KDoctors Without Borders$3KEarthjustice: $3KEarthjustice$3K

The largest 2025 recipient was More to Life ($5K). Together the top 10 received $37K.

Grant Size Distribution

123 grants across all recorded years

123<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 123 grants of 123 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
More to Life Knoxville, TNEducational$5,000
Rice University Arlington, VAEducational$5,000
Alcu Foundation New York, NYReligious$4,000
Houston Area Women's Center Houston, TXCharitable$4,000
MD Anderson Cancer Center Houston, TXCharitable$3,500
Naral Pro-Choice America Washington, DCCharitable$3,500
Community Food Bank of Southern AZ Tucson, AZCharitable$3,000
Covid 19 Longhauler Advocacy Project Boca Raton, FLMedical / Educational$3,000
Doctors Without Borders New York, NYCharitable$3,000
Earthjustice San Francisco, CACharitable$3,000

Financial History

Multi-year comparison from IRS filings

Filing year Grants Grant total
2025 26 $68,000
2024 24 $63,000
2023 27 $60,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$423,576$332,828$237,112
Revenue$176,920$171,584$94,831
Expenses$86,172$75,868$71,620
Qualifying Distributions$70,691$64,402$61,696
Net Investment Income$164,719$161,163$85,222
Distributable Amount$61,660$58,290$51,573

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS March 9, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 30, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 11, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS January 12, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 14, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS January 15, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 12, 2026)
  8. IRS filings on file for fiscal years 2019–2025

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.

Contact

Mailing address: 70 Walnut Street, Wellesley, MA 02481
Phone: (781) 431-9788

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.

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