James F Swart Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MADISON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $529K in total assets. In 2024, it awarded 3 grants totaling $29K. Net investment income was $37K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$529K
+1.3% YoY
Annual Giving
$29K
-1.9% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$10K
-34.6% YoY
Under IRS private-foundation payout rules, James F Swart Foundation reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.
About James F Swart Foundation
Based on IRS filings
James F Swart Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MADISON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $529K in total assets. In 2024, it awarded 3 grants totaling $29K. Net investment income was $37K.
Focus Areas
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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 | $529,353 | $522,811 | $526,721 |
| Revenue | $43,352 | $33,610 | $-7,038 |
| Expenses | $36,810 | $37,544 | $43,565 |
| Qualifying Distributions | $29,997 | $29,635 | $34,961 |
| Net Investment Income | $36,857 | $25,209 | $2,279 |
| Distributable Amount | $31,146 | $29,077 | $30,385 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
14 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Cedarville University ($24,808), Rock Valley Community Programs ($2,500), Mercy Foundation ($1,769).
| Recipient | Purpose | Amount |
|---|---|---|
| MERCY FOUNDATION JANESVILLE, WI | PROGRAM SUPPORT | $1,769 |
| ROCK VALLEY COMMUNITY PROGRAMS JANESVILLE, WI | PROGRAM SUPPORT | $2,500 |
| CEDARVILLE UNIVERSITY CEDARVILLE, OH | PROGRAM SUPPORT | $24,808 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHNSON BANK | TRUSTEE | 2 | $6,495 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is James F Swart Foundation?
James F Swart Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MADISON, WI. It holds $529K in total assets as of 2024.
How large is James F Swart Foundation?
As of 2024, James F Swart Foundation holds $529K in total assets with $43K in annual revenue. It awarded 3 grants totaling $29K in 2024.
Where does James F Swart Foundation operate?
James F Swart Foundation has awarded grants in Ohio, Wisconsin.
What size grants does James F Swart Foundation award?
In 2024, James F Swart Foundation awarded 3 grants totaling $29K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is James F Swart Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, James F Swart Foundation reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is James F Swart Foundation's EIN?
James F Swart Foundation's EIN (Employer Identification Number) is 20-6217365. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in James F Swart Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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