Sam Swope Family Foundation Inc
The Sam Swope Family Foundation Inc is a private family foundation established in 2002 and based in Pewee Valley, Kentucky. The foundation operates as a non-operating private foundation focused on philanthropic grantmaking across multiple sectors including education, environment, animal welfare, health, religion, and human services.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$16.5M
-1.5% YoY
Annual Giving
$1.2M
+34.8% YoY
Grant Count
13
+0.0% YoY
Avg Grant Size
$92K
+34.8% YoY
Mission & Focus Areas
The foundation does not maintain a publicly stated mission statement. However, its funding priorities encompass:
- Education (higher education and university education)
- Environment (including domesticated animals and animal welfare)
- Health (in-patient medical care and hospital care)
- Religion (particularly Christianity)
- Human Services (youth development and scouting programs)
Grantmaking
The foundation made 13 grants in its most recent reporting period, demonstrating consistent annual grantmaking activity.
Grant Range
$65,000
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Geographic Focus
Where this funder awards grants
The foundation supports projects across multiple U.S. locations, including:
- Kentucky: Cincinnati, Frankfort, Louisville, Mt Washington, Smithfield
- Ohio
- Florida: Naples
- Washington D.C.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Giving:
- Total assets: $16.4 million to $25 million (figures vary across reporting periods)
- Annual giving: $989,000 to $1,200,000
- Annual expenses: approximately $1.1 million
- Annual revenue: approximately $716,000 to $2.9 million
Tax Status:
- EIN: 92-0186097
- 501(c)(3) charitable organization
- Private non-operating foundation
- Ruling date: December 2003
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $16,465,565 | $16,709,773 | $17,091,717 |
| Revenue | $1,186,746 | $715,983 | $1,203,487 |
| Expenses | $1,430,954 | $1,097,927 | $950,623 |
| Qualifying Distributions | $1,304,502 | $989,444 | $841,050 |
| Net Investment Income | $1,075,294 | $614,000 | $1,108,248 |
| Distributable Amount | $1,303,105 | $1,157,159 | $1,141,423 |
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
141 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is directed by three individuals who serve without compensation:
- Brad Swope — Director
- Patricia G Swope — Director
- Susan Swope — Director
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BRAD SWOPE | DIRECTOR | — | — |
| PATRICIA G SWOPE | DIRECTOR | 0.5 | — |
| SUSAN SWOPE | DIRECTOR | — | — |
Contact Information
- Telephone: 502-493-3376
- Mailing Address: PO Box 397, Pewee Valley, KY 40056-0397
- Administrative Address: 10 Swope Autocenter Dr, Louisville, KY 40299-1862
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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