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
Under IRS private-foundation payout rules, Sam Swope Family Foundation Inc reported a distributable amount of $1.3M for 2024 — the minimum it must pay out in qualifying distributions.
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
Ready to take the next step with Sam Swope Family Foundation Inc?
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
Among its reported 2024 grants, the largest include Ky Humane Society ($200,000), Family Scholar House ($130,000), West End School ($110,000).
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
Frequently Asked Questions
What does Sam Swope Family Foundation Inc fund?
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)
How do I apply for a grant from Sam Swope Family Foundation Inc?
**Grant Characteristics:** • Typical grant awards range from $5,000 to $200,000 • Median grant size: $65,000 • Maximum grant observed: $100,000 • Annual distributions: approximately $989,000 to $1,200,000 **Recent Grant Activity:** The foundation made 13 grants in its most recent reporting period, demonstrating consistent annual grantmaking activity.
Where does Sam Swope Family Foundation Inc make grants?
The foundation supports projects across multiple U.S. locations, including: • **Kentucky:** Cincinnati, Frankfort, Louisville, Mt Washington, Smithfield • **Ohio** • **Florida:** Naples • **Washington D.C.**
What size grants does Sam Swope Family Foundation Inc award?
In 2024, Sam Swope Family Foundation Inc awarded 13 grants totaling $1.2M — an average of about $92K per grant, based on its IRS Form 990 filings.
How much is Sam Swope Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Sam Swope Family Foundation Inc reported a distributable amount of $1.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Sam Swope Family Foundation Inc's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Mildred H Dunning Memorial Fund Trust
LEXINGTON, KY
Assets
$4.3M
Grants
3
Total Given
$209K
Julius Friedman Foundation Inc
PROSPECT, KY
Assets
$194K
Grants
1
Total Given
$10K
Pauline C Young Scholarship
LEXINGTON, KY
Assets
—
Grants
0
Total Given
—
Welcome House Inc
COVINGTON, KY
Assets
$15.7M
Grants
1
Total Given
$405K
Tw Hl & Ns Donovan Scholarship
LEXINGTON, KY
Assets
$673K
Grants
2
Total Given
$36K
Taking Back Our Neighborhood Together
GLENVIEW, KY
Assets
$21K
Grants
0
Total Given
—
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Sam Swope Family Foundation Inc on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Sam Swope Family Foundation Inc to a real strategy.