James F Swart Foundation XXX-XX-XXXX

Private foundation · Grantmaker Madison, WI EIN: 20-6217365

James F Swart Foundation XXX-XX-XXXX is a private foundation, based in Madison, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $539K in total assets. In 2025, it awarded 1 grant totaling $30K. Net investment income was $41K.

James F Swart Foundation XXX-XX-XXXX at a glance

In short: James F Swart Foundation XXX-XX-XXXX gave $30K across 1 grant in 2025 (avg $30K), mostly in Ohio. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$30,226
+4.0% vs 2024
Grants made (2025)
1
-66.7% vs 2024
Average grant
$30,226
+211.9% vs 2024
Median grant
$30,226
Total assets
$538,913
+1.8% vs 2024
Primary geography
Ohio (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

Who James F Swart Foundation XXX-XX-XXXX funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Cedarville University: $30KCedarville University$30K

The largest 2025 recipient was Cedarville University ($30K).

Grant Size Distribution

12 grants across all recorded years

12<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 12 grants of 12 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of the 2025 grant dollars on its one itemized grant.

Cities

JanesvilleCedarvilleMilwaukeeWhitewater

How James F Swart Foundation XXX-XX-XXXX gives

  • Giving held roughly steady from 2022 to 2025 (−12%). Method
  • In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K3 grants2020 3 grants2021 3 grants2022 2 grants2023 3 grants2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $29K (2024) to $34K (2022). In 2025 it made 1 grant totaling $30K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Cedarville University Cedarville, OHProgram Support$30,226
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$538,913$48,791$39,168$30,2261$30,226$40,901$32,143
2024$529,353$43,352$36,810$29,0773$29,997$36,857$31,146
2023$522,811$33,610$37,544$29,6352$29,635$25,209$29,077
2022$526,721$-7,038$43,565$34,2113$34,961$2,279$30,385
2021$577,394$48,070$39,135$30,0233$30,773$39,815$34,961
2020$568,465$23,349$37,550$29,4933—$16,042$30,773

Under IRS private-foundation payout rules, James F Swart Foundation XXX-XX-XXXX reported a distributable amount of $32K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

James F Swart Foundation XXX-XX-XXXX's only listed officer is Johnson Bank, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Johnson Bank

    Trustee

    On filings since 2020

    2 hrs/week

    $7K (2020) → $8K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Johnson Bank — Trustee: $8KJohnson BankTrustee$8K

The highest reported compensation on the 2025 filing was $8K, to Johnson Bank (Trustee).

Frequently asked questions about James F Swart Foundation XXX-XX-XXXX

How much does James F Swart Foundation XXX-XX-XXXX give each year?

James F Swart Foundation XXX-XX-XXXX gave $30K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $29K across 3 grants.

How large is James F Swart Foundation XXX-XX-XXXX?

James F Swart Foundation XXX-XX-XXXX reported $539K in total assets on its 2025 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $32K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does James F Swart Foundation XXX-XX-XXXX operate?

James F Swart Foundation XXX-XX-XXXX has awarded grants in Ohio, Wisconsin.

What is James F Swart Foundation XXX-XX-XXXX's EIN?

James F Swart Foundation XXX-XX-XXXX's EIN (Employer Identification Number) is 20-6217365. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
  2. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 11, 2025)
  3. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 18, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from James F Swart Foundation XXX-XX-XXXX'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.

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