Joseph L Sweeney Charitable Foundation

NATICK, MA EIN: 04-6036659

Joseph L Sweeney Charitable Foundation is a private foundation, based in NATICK, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $16K in total assets. In 2024, it awarded 2 grants totaling $10K. Net investment income was $13K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$16K

+26.3% YoY

Annual Giving

$10K

-33.3% YoY

Grant Count

-50.0% YoY

Avg Grant Size

$5K

+33.3% YoY

Under IRS private-foundation payout rules, Joseph L Sweeney Charitable Foundation reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.

About Joseph L Sweeney Charitable Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $35K (51%)

Rhode Island $13K (18%)

Connecticut $11K (16%)

Colorado $8K (11%)

California $3K (4%)

States

California Colorado Connecticut Massachusetts Rhode Island

Cities

BostonBoulderFranklinProvidenceSanta AnaSouthboroughWest Hartford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$16,110	$12,759	$14,123
Revenue	$13,351	$13,636	$26,623
Expenses	$10,000	$15,000	$12,500
Qualifying Distributions	$10,000	$15,000	$12,500
Net Investment Income	$13,351	$13,636	$26,623
Distributable Amount	$16,311	$17,473	$16,595

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Providence College ($5,000), St Matthhew Scholarship Fund ($5,000).

Recipient	Purpose	Amount
Providence College Providence, RI	Education	$5,000
St Matthhew Scholarship Fund Southborough, MA	Education	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Steven J Glynn	Trustee	1	—

Frequently Asked Questions

How large is Joseph L Sweeney Charitable Foundation?

As of 2024, Joseph L Sweeney Charitable Foundation holds $16K in total assets with $13K in annual revenue. It awarded 2 grants totaling $10K in 2024.

Where does Joseph L Sweeney Charitable Foundation operate?

Joseph L Sweeney Charitable Foundation has awarded grants in California, Colorado, Connecticut, Massachusetts, Rhode Island.

What size grants does Joseph L Sweeney Charitable Foundation award?

In 2024, Joseph L Sweeney Charitable Foundation awarded 2 grants totaling $10K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Joseph L Sweeney Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph L Sweeney Charitable Foundation reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Joseph L Sweeney Charitable Foundation's EIN?

Joseph L Sweeney Charitable Foundation's EIN (Employer Identification Number) is 04-6036659. IRS Form 990 filing data is available on this page for 2020–2024.