Sam Swope Family Foundation Inc
SAM SWOPE FAMILY FOUNDATION INC is a private foundation based in Pewee Valley, Kentucky. In 2024, it reported 13 grants totaling $1,200,000, all to recipients listed in Kentucky.
Key facts about Sam Swope Family Foundation Inc
In short: Sam Swope Family Foundation Inc gave $1.2M across 16 grants in 2025 (avg $76K), mostly in Kentucky. 19% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 92-0186097
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,215,000
- Grants made (2025)
- 16
- Average grant
- $75,938
- Median grant
- $80,000
- New grantees (estimate)
- 19% first-time grantees (3 of 16, 2025)
- Total assets
- $16,755,106
- Primary geography
- Kentucky (99% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$16.8M
+1.8% YoY
Annual Giving
$1.2M
+1.3% YoY
Grant Count
16
+23.1% YoY
Avg Grant Size
$76K
-17.7% YoY
Under IRS private-foundation payout rules, Sam Swope Family Foundation Inc reported a distributable amount of $1.4M for 2025 — the minimum it must pay out in qualifying distributions.
Is Sam Swope Family Foundation Inc open to new grantees?
19%
first-time grantees, 2025
In 2025, 3 of 16 grantees (19%) were first-time recipients. First grants averaged $35K; repeat grants $85K. How we count
Medians: $25K first-time, $80K repeat.
- 75% of 2025 grantees were also funded in 2024. Method
- Giving grew 61% from 2022 to 2025. Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its grants show support for organizations with varied purposes. For example, Family Scholar House says its mission is to help single parents and young adults formerly in foster care obtain post-secondary education leading to a livable wage. West End School describes itself as a year-round boarding school for middle school boys, while Maryhurst says it works to strengthen and empower children and families in greatest need.
Grantmaking
In 2024, the foundation reported 13 grants totaling $1,200,000. Grants ranged from $65,000 to $200,000, with a median of $80,000. Among the largest listed grants were $200,000 to KY Humane Society, $130,000 to Family Scholar House, $110,000 to West End School, and $100,000 to University of Louisville Foundation. Other listed recipients included Big Brothers, Boys & Girls Club, CASA, Home of the Innocents, Maryhurst, Boys and Girls Haven, St Joseph Childrens Home, and Up for Women and Children.
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Geographic Focus
Where this funder awards grants
All grant dollars in the 2024 filing were reported for recipients in Kentucky.
Grant Distribution by State
Share of all 16 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $755K (2022) to $1.2M (2025). In 2025 it made 16 grants totaling $1.2M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Family Scholar House ($130K). Together the top 10 received $940K.
Grant Size Distribution
111 grants across all recorded years
The most common grant size was under $50K: 59 grants of 111 (53%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Family Scholar House Louisville, KY | Support | $130,000 |
| West End School Louisville, KY | Support | $130,000 |
| KY Humane Society Louisville, KY | Support | $100,000 |
| University of Louisville Foundation Louisville, KY | Support | $100,000 |
| Big Brothers Louisville, KY | Support | $80,000 |
| Boys & Girls Club Louisville, KY | Support | $80,000 |
| Boys and Girls Haven Louisville, KY | Support | $80,000 |
| CASA Louisville, KY | Support | $80,000 |
| Home of the Innocents Louisville, KY | Support | $80,000 |
| Maryhurst Louisville, KY | Support | $80,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $16,465,565 | $1,186,746 | $1,430,954 | $1,200,000 |
| 2023 | $16,709,773 | $715,983 | $1,097,927 | $890,000 |
| 2022 | $17,091,717 | $1,203,487 | $950,623 | $755,000 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $16,755,106 | $16,465,565 | $16,709,773 |
| Revenue | $1,738,596 | $1,186,746 | $715,983 |
| Expenses | $1,449,055 | $1,430,954 | $1,097,927 |
| Qualifying Distributions | $1,319,554 | $1,304,502 | $989,444 |
| Net Investment Income | $1,626,595 | $1,075,294 | $614,000 |
| Distributable Amount | $1,365,289 | $1,303,105 | $1,157,159 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 26, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Brad Swope, Patricia G Swope, and Susan Swope as directors.
Sam Swope Family Foundation Inc's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Brad Swope
Director
On filings since 2020
No compensation reported
Patricia G. Swope
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Susan Swope
Director
On filings since 2020
No compensation reported
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.
Contact
Mailing address: PO Box 397, Pewee Valley, KY 40056-0397
Phone: (502) 493-3376
Frequently asked questions about Sam Swope Family Foundation Inc
How much does Sam Swope Family Foundation Inc give each year?
Sam Swope Family Foundation Inc gave $1.2M across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.2M across 13 grants.
What is Sam Swope Family Foundation Inc's typical grant size?
Sam Swope Family Foundation Inc's median grant in 2025 was $80,000, and its average grant was $75,938, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Sam Swope Family Foundation Inc that year got $35K on average.
Where does Sam Swope Family Foundation Inc give grants?
Sam Swope Family Foundation Inc gives mostly in Kentucky: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Louisville, KY (15 grants).
Does Sam Swope Family Foundation Inc give general operating support?
Not in 2025: none of the 16 grants with a stated purpose on Sam Swope Family Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support" (16 grants).
Who are Sam Swope Family Foundation Inc's largest grantees?
Sam Swope Family Foundation Inc's largest 2025 grantees include Family Scholar House ($130,000), West End School ($130,000) and KY Humane Society ($100,000), according to its 2025 IRS Form 990-PF. Together they received 30% of its itemized 2025 grant dollars.
How large is Sam Swope Family Foundation Inc?
Sam Swope Family Foundation Inc reported $16.8M in total assets on its 2025 IRS Form 990-PF. It paid out $1.3M in qualifying distributions that year, against a required minimum of $1.4M (roughly 5% of its investment assets).
What does Sam Swope Family Foundation Inc fund?
No mission statement for the foundation is provided. Its grants show support for organizations with varied purposes. For example, Family Scholar House says its mission is to help single parents and young adults formerly in foster care obtain post-secondary education leading to a livable wage. See mission & focus areas ↑
How do I apply for a grant from Sam Swope Family Foundation Inc?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Sam Swope Family Foundation Inc's EIN?
Sam Swope Family Foundation Inc's EIN (Employer Identification Number) is 92-0186097. IRS Form 990 filing data is available on this page for 2020–2025.
Does Sam Swope Family Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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