ROBERT F and SHARON L SWARTZBAUGH FOUNDATION

Foundation · Grantmaker OMAHA, NE EIN: 91-1815633

ROBERT F and SHARON L SWARTZBAUGH FOUNDATION is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OMAHA, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $652K in total assets. In 2024, it awarded 15 grants totaling $35K. Net investment income was $11K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$652K

-2.4% YoY

Annual Giving

$35K

-18.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$2K

-18.3% YoY

Under IRS private-foundation payout rules, ROBERT F and SHARON L SWARTZBAUGH FOUNDATION reported a distributable amount of $37K for 2024 — the minimum it must pay out in qualifying distributions.

About ROBERT F and SHARON L SWARTZBAUGH FOUNDATION

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Nebraska $120K (68%)

Arizona $24K (13%)

New York $14K (8%)

North Carolina $13K (7%)

Maryland $2K (1%)

Colorado $2K (1%)

Iowa $2K (1%)

California $600 (0%)

+3 more states

States

Arizona California Colorado District of Columbia Iowa Indiana Maryland North Carolina Nebraska New York Oklahoma

Cities

BooneDenverDes MoinesElkhornEllicottGeneseeIndianapolisLincolnManhattan BeachNew YorkOmahaOwassoOxnardPhoenixScottsdaleStaten IslandWashington DcWaverlyWest Des Moines

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$651,570	$667,761	$714,730
Revenue	$16,597	$24,152	$40,350
Expenses	$40,861	$47,899	$49,565
Qualifying Distributions	$40,861	$43,450	$45,900
Net Investment Income	$11,216	$19,703	$36,685
Distributable Amount	$36,642	$32,832	$42,377

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

98 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Completely Kids ($4,150), Project Harmony ($4,000), Tunnel to Towers ($4,000).

Recipient	Purpose	Amount
Suburban Rotary Omaha, NE	to further the exempt purposes of the organization	$3,000
Highlands Church Scottsdale, AZ	to further the tax exempt puspoeses of the organization	$2,750
Presbyterian Church of the Cross Omaha, NE	to further the tax exempt purposes of the church	$3,300
Release Omaha, NE	to further the tax exempt purposes of the organization	$2,000
Misc Tax Exempt Organizations Omaha, NE	to further the tax exempt purpose of the organization	$1,380
Arizona Music Fest Scottsdale, AZ	to further the tax exempt purposes of the organization	$2,500
Omaha Performing Arts Omaha, NE	to further the tax exempt purposes of the organization	$2,250
Lauritzen Gardens Omaha, NE	to further the tax exempt purposes of the organization	$2,050
Samaritan's Purse Boone, NC	to further the tax exempt purpose of the organization	$1,000
St James Catholic Church Omaha, NE	to further the tax exempt purpose of the organization	$1,100

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Robert F Swartzbaugh	Director	—	—
Sharon Swartzbaugh	Director	—	—
John Uhrich	Director	—	—
Deann Uitts	Director	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is ROBERT F and SHARON L SWARTZBAUGH FOUNDATION?

ROBERT F and SHARON L SWARTZBAUGH FOUNDATION is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OMAHA, NE. It holds $652K in total assets as of 2024.

How large is ROBERT F and SHARON L SWARTZBAUGH FOUNDATION?

As of 2024, ROBERT F and SHARON L SWARTZBAUGH FOUNDATION holds $652K in total assets with $17K in annual revenue. It awarded 15 grants totaling $35K in 2024.

Where does ROBERT F and SHARON L SWARTZBAUGH FOUNDATION operate?

ROBERT F and SHARON L SWARTZBAUGH FOUNDATION has awarded grants in Arizona, California, Colorado, District of Columbia, Iowa, Indiana, Maryland, North Carolina, Nebraska, New York, Oklahoma.

What size grants does ROBERT F and SHARON L SWARTZBAUGH FOUNDATION award?

In 2024, ROBERT F and SHARON L SWARTZBAUGH FOUNDATION awarded 15 grants totaling $35K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is ROBERT F and SHARON L SWARTZBAUGH FOUNDATION required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, ROBERT F and SHARON L SWARTZBAUGH FOUNDATION reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is ROBERT F and SHARON L SWARTZBAUGH FOUNDATION's EIN?

ROBERT F and SHARON L SWARTZBAUGH FOUNDATION's EIN (Employer Identification Number) is 91-1815633. IRS Form 990 filing data is available on this page for 2020–2024.