Mary Santella Swart Scholarship Fund

Private foundation · Grantmaker Dallas, TX EIN: 52-7137246

Mary Santella Swart Scholarship Fund is a private foundation focused on Education, based in Dallas, TX. IRS filing data is available from 2020 through 2025. In 2025, it awarded 1 grant totaling $80K. Net investment income was $15K.

Mary Santella Swart Scholarship Fund at a glance

In short: Mary Santella Swart Scholarship Fund gave $80K across 1 grant in 2025 (avg $80K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$79,760
+1998.9% vs 2024
Grants made (2025)
1
-75.0% vs 2024
Average grant
$79,760
+8295.8% vs 2024
Median grant
$79,760
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

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

Who Mary Santella Swart Scholarship Fund funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Luzerne Foundation: $80KLuzerne Foundation$80K

The largest 2025 recipient was Luzerne Foundation ($80K).

Grant Size Distribution

10 grants across all recorded years

9<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 10 (90%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

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

Cities

BethlehemWilkes-BarreBloomsburgChestnut HillClintonDallasJacksonvilleJamaicaLoch HavenPhiladelphiaUniversity Park

How Mary Santella Swart Scholarship Fund gives

  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). 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$20K$40K$60K$80K3 grants2020 1 grant2021 0 grants2022 4 grants2023 4 grants2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $1K (2021) to $80K (2025). In 2025 it made 1 grant totaling $80K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Luzerne Foundation Wilkes-Barre, PAUnrestricted General$79,760
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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—$15,199$80,514$79,7601$80,210$14,895$3,754
2024$65,237$7,339$8,685$3,8004$7,131$6,247$3,815
2023$66,643$2,159$5,348$4,0004$4,645$1,259$3,625
2022$69,858$-1,636$1,691——$656$672$3,643
2021$73,193$14,628$2,912$1,4001$2,103$13,804$3,966
2020$61,401$4,853$3,191$1,8753—$4,185$3,355

Under IRS private-foundation payout rules, Mary Santella Swart Scholarship Fund reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Mary Santella Swart Scholarship Fund's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $805 (2021) → $750 (2025)

Former officers (1)
  • Former: Bank Of America N A (2020) — Trustee

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

Bank of America — Trustee: $750Bank of AmericaTrustee$750

The highest reported compensation on the 2025 filing was $750, to Bank of America (Trustee).

Frequently asked questions about Mary Santella Swart Scholarship Fund

How much does Mary Santella Swart Scholarship Fund give each year?

Mary Santella Swart Scholarship Fund gave $80K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4K across 4 grants.

What is Mary Santella Swart Scholarship Fund?

Mary Santella Swart Scholarship Fund is a private foundation focused on Education, based in Dallas, TX.

Where does Mary Santella Swart Scholarship Fund operate?

Mary Santella Swart Scholarship Fund has awarded grants in Florida, Massachusetts, New York, Pennsylvania.

How much is Mary Santella Swart Scholarship Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Mary Santella Swart Scholarship Fund reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Mary Santella Swart Scholarship Fund's EIN?

Mary Santella Swart Scholarship Fund's EIN (Employer Identification Number) is 52-7137246. IRS Form 990 filing data is available on this page for 2020–2025.

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

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  7. IRS filings on file for fiscal years 2020–2025

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

Figures come from Mary Santella Swart Scholarship Fund'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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