Swartz Foundation

Foundation · Grantmaker Needham, MA EIN: 31-1671683

Swartz Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Needham, MA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $36K in total assets. In 2025, it awarded 5 grants totaling $16K. Net investment income was $16K.

Key facts about Swartz Foundation

In short: Swartz Foundation gave $16K across 5 grants in 2025 (avg $3K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
31-1671683
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$16,000
Grants made (2025)
5
Average grant
$3,200
Median grant
$1,800
Total assets
$36,063
Primary geography
Massachusetts (93% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$36K

-0.2% YoY

Annual Giving

$16K

+14.3% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$3K

+14.3% YoY

Under IRS private-foundation payout rules, Swartz Foundation reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.

How Swartz Foundation gives

  • Giving grew 30% from 2022 to 2025. Method
  • In 2025 it paid out 83% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of all 5 itemized 2025 grant dollars.

Cities

BostonNeedhamBethesdaWalthamSeattle

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K3 grants20193 grants20205 grants20214 grants20226 grants20235 grants20245 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Jewish Family & Childrens Services: $10KJewish Family & ChildrensServices$10KAipac: $2KAipac$2KTemple Aliyah: $2KTemple Aliyah$2KImpact Israel: $1KImpact Israel$1KVilna Shul: $1KVilna Shul$1K

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
JEWISH FAMILY & CHILDRENS SERVICES Waltham, MAFURTHER TAX EXEMPT PURPOSE$10,000
AIPAC Boston, MAFURTHER TAX EXEMPT PURPOSE$2,000
TEMPLE ALIYAH Needham, MAFURTHER TAX EXEMPT PURPOSE$1,800
IMPACT ISRAEL Bethesda, MDFURTHER TAX EXEMPT PURPOSE$1,200
VILNA SHUL Boston, MAFURTHER TAX EXEMPT PURPOSE$1,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5K$10K$15K$20K2019202020212022202320242025
Metric202520242023
Total Assets$36,063$36,129$42,007
Revenue$17,406$9,426$5,230
Expenses$17,472$15,304$14,680
Qualifying Distributions$16,000$14,000$13,000
Net Investment Income$16,102$8,226$3,630
Distributable Amount$19,382$16,294$13,952

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 1, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS June 15, 2026)
  3. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Officers and directors from IRS filings

Swartz Foundation is led by Jack F. Swartz, President on every filing since 2019; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Jack F. Swartz

    President

    On filings since 2019

    No compensation reported

  • Sandra R. Swartz

    Clerk

    On filings since 2019

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "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 Foundation

How much does Swartz Foundation give each year?

Swartz Foundation gave $16K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $14K across 5 grants.

What is Swartz Foundation's typical grant size?

Swartz Foundation's median grant in 2025 was $1,800, and its average grant was $3,200, across 5 grants on its 2025 IRS Form 990-PF.

Where does Swartz Foundation give grants?

Swartz Foundation gives mostly in Massachusetts: 93% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maryland (8%). The most frequent recipient cities were Boston, MA (2 grants).

Who are Swartz Foundation's largest grantees?

Swartz Foundation's largest 2025 grantees include Jewish Family & Childrens Services ($10,000), Aipac ($2,000) and Temple Aliyah ($1,800), according to its 2025 IRS Form 990-PF. Together they received 86% of its itemized 2025 grant dollars.

How large is Swartz Foundation?

Swartz Foundation reported $36K in total assets on its 2025 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets).

What is Swartz Foundation?

Swartz Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Needham, MA. It holds $36K in total assets as of 2025.

What is Swartz Foundation's EIN?

Swartz Foundation's EIN (Employer Identification Number) is 31-1671683. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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