Swartz Family Foundation
The Swartz Family Foundation is a private foundation based in San Diego, California. In its 2025 filing, it reported 17 grants totaling $50,000, all with a stated purpose of general operations; it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Swartz Family Foundation at a glance
In short: Swartz Family Foundation gave $50K across 17 grants in 2025 (avg $3K), top state New York. 18% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $50,000
- +0.0% vs 2024
- Grants made (2025)
- 17
- +13.3% vs 2024
- Average grant
- $2,941
- -11.8% vs 2024
- Median grant
- $2,500
- Total assets
- $3,845
- -60.7% vs 2024
- New grantees (estimate)
- 18% first-time grantees (3 of 17, 2025; small sample)
- Primary geography
- New York (23% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Swartz Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 2478 Rosecrans St, San Diego, CA 92106
Phone: (561) 289-3909
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Swartz Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Aloha United Way Inc ($5K). Together the top 10 received $41K.
Grant Size Distribution
79 grants across all recorded years
The most common grant size was under $50K: 79 grants of 79 (100%).
Geographic Focus
Where this funder awards grants
The foundation is based in California. In 2025, its grant dollars went to recipients in multiple states; the largest stated shares were New York (23%), Hawaii (20%), New Hampshire (17%), California (12%), and Maryland (10%).
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
States
Cities
Is Swartz Family Foundation open to new grantees?
18%
first-time grantees, 2025
In 2025, 3 of 17 grantees (18%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $3K; repeat grants $3K. How we count
Medians: $3K first-time, $2K repeat.
- 71% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $48K (2021) to $50K (2020). In 2025 it made 17 grants totaling $50K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Aloha United Way Inc Honolulu, HI | General Operations | $5,000 |
| Hawaii Community Foundation Honolulu, HI | General Operations | $5,000 |
| Jacobs & Cushman San Diego Food Bank San Diego, CA | General Operations | $5,000 |
| KAT6 Foundation Chevy Chase, MD | General Operations | $5,000 |
| Planned Parenthood Federation of America Inc New York, NY | General Operations | $5,000 |
| The Brigid Alliance New York, NY | General Operations | $5,000 |
| UNH Foundation Inc Durham, NH | General Operations | $3,000 |
| University of Miami Coral Gables, FL | General Operations | $3,000 |
| Pa Breast Cancer Coalition - Cary Massa Memorial Scholarship Fund Lebanon, PA | General Operations | $2,500 |
| Empower Her Network Inc New London, CT | General Operations | $2,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,845 | $48,794 | $54,726 | $50,000 | 17 | $51,181 | $41,170 | $2,234 |
| 2024 | $9,777 | $49,728 | $56,823 | $50,000 | 15 | $51,456 | $40,992 | $3,801 |
| 2023 | $16,872 | $56,332 | $61,105 | $49,450 | 16 | $52,364 | $38,849 | $4,905 |
| 2022 | $21,645 | $44,492 | $50,170 | $49,994 | 14 | $49,994 | $4,316 | $7,872 |
| 2021 | $27,322 | $18,921 | $53,282 | $47,500 | 17 | $48,918 | $10,313 | $7,404 |
| 2020 | $61,683 | $17,592 | $55,276 | $50,100 | 16 | — | $8,853 | $7,388 |
Under IRS private-foundation payout rules, Swartz Family Foundation reported a distributable amount of $2K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grantees include organizations whose own descriptions span community health, education, food security, reproductive health services, and support for people affected by trafficking. For example, Aloha United Way says it advances health, education, and financial stability in its community; the Jacobs & Cushman San Diego Food Bank says it provides nutritious food, advocates for people experiencing hunger, and educates the public about hunger-related issues. The Brigid Alliance describes its work as helping people who must travel for family planning services, while Rye Education Foundation says it supports educational opportunities for local students.
Grantmaking
In 2025, the foundation made 17 grants totaling $50,000. Grant amounts ranged from $1,000 to $5,000, with a median of $2,500. All listed grant purposes were general operations. Notable 2025 grants included $5,000 each to Aloha United Way, Hawaii Community Foundation, Jacobs & Cushman San Diego Food Bank, KAT6 Foundation, Planned Parenthood Federation of America, and The Brigid Alliance; and $3,000 each to UNH Foundation and the University of Miami.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Mark Swartz and Karen Swartz as trustees.
Swartz Family Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Karen Swartz
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Mark Swartz
Trustee
On filings since 2020
2 hrs/week
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.
Frequently asked questions about Swartz Family Foundation
How much does Swartz Family Foundation give each year?
Swartz Family Foundation gave $50K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 15 grants.
What is Swartz Family Foundation's typical grant size?
Swartz Family Foundation's median grant in 2025 was $2,500, and its average grant was $2,941, across 17 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Swartz Family Foundation that year got $3K on average.
Where does Swartz Family Foundation give grants?
Swartz Family Foundation's top state is New York, with 23% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Hawaii (20%) and New Hampshire (17%). The most frequent recipient cities were Honolulu, HI (2 grants), New York, NY (2 grants), Coral Gables, FL (2 grants) and Portsmouth, NH (2 grants).
Does Swartz Family Foundation give general operating support?
Yes: 100% of Swartz Family Foundation's 2025 grants with a stated purpose (17 of 17) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Swartz Family Foundation's largest grantees?
Swartz Family Foundation's largest 2025 grantees include Aloha United Way Inc ($5,000), Hawaii Community Foundation ($5,000) and Jacobs & Cushman San Diego Food Bank ($5,000), according to its 2025 IRS Form 990-PF. Together they received 30% of its itemized 2025 grant dollars.
How large is Swartz Family Foundation?
Swartz Family Foundation reported $4K in total assets on its 2025 IRS Form 990-PF. It paid out $51K in qualifying distributions that year, against a required minimum of $2K (roughly 5% of its investment assets).
What does Swartz Family Foundation fund?
No mission statement for the foundation is provided. Its 2025 grantees include organizations whose own descriptions span community health, education, food security, reproductive health services, and support for people affected by trafficking. See mission & focus areas ↑
How do I apply for a grant from Swartz Family Foundation?
The foundation 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 Swartz Family Foundation's EIN?
Swartz Family Foundation's EIN (Employer Identification Number) is 06-6488246. IRS Form 990 filing data is available on this page for 2020–2025.
Does Swartz Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
Live grants for the work Swartz Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Swartz Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Swartz Family Foundation funder profile. GrantGraph. Retrieved October 22, 2026, from https://grantable.co/funders/swartz-family-foundation-morg_ac9859896e7c407799b764964ae23642
BibTeX
@misc{grantable_066488246_2026,
author = {{Grantable}},
title = {{Swartz Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/swartz-family-foundation-morg_ac9859896e7c407799b764964ae23642},
note = {Accessed 2026-10-22. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Swartz Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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