Sam Swope Family Foundation Inc logo

Sam Swope Family Foundation Inc

Private foundation · Grantmaker Pewee Valley, KY EIN: 92-0186097 Website

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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

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

4states

Share of all 16 itemized 2025 grant dollars.

Cities

LouisvilleWashingtonNaplesCincinnatiMt WashingtonEminenceFrankfortShelbyvilleSmithfield

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M56 grants202054 grants202115 grants202213 grants202313 grants202416 grants2025

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

Family Scholar House: $130KFamily Scholar House$130KWest End School: $130KWest End School$130KKY Humane Society: $100KKY Humane Society$100KUniversity of Louisville Foundation: $100KUniversity of LouisvilleFoundation$100KBig Brothers: $80KBig Brothers$80KBoys & Girls Club: $80KBoys & Girls Club$80KBoys and Girls Haven: $80KBoys and Girls Haven$80KCASA: $80KCASA$80KHome of the Innocents: $80KHome of the Innocents$80KMaryhurst: $80KMaryhurst$80K

The largest 2025 recipient was Family Scholar House ($130K). Together the top 10 received $940K.

Grant Size Distribution

111 grants across all recorded years

59<$50K38$50–100K14$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 59 grants of 111 (53%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Family Scholar House Louisville, KYSupport$130,000
West End School Louisville, KYSupport$130,000
KY Humane Society Louisville, KYSupport$100,000
University of Louisville Foundation Louisville, KYSupport$100,000
Big Brothers Louisville, KYSupport$80,000
Boys & Girls Club Louisville, KYSupport$80,000
Boys and Girls Haven Louisville, KYSupport$80,000
CASA Louisville, KYSupport$80,000
Home of the Innocents Louisville, KYSupport$80,000
Maryhurst Louisville, KYSupport$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
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M$2M202020212022202320242025
Metric202520242023
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

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 26, 2026)
  2. 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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