Swartz Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEEDHAM, MA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $36K in total assets. In 2024, it awarded 5 grants totaling $14K. Net investment income was $8K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$36K
-14.0% YoY
Annual Giving
$14K
+7.7% YoY
Grant Count
5
-16.7% YoY
Avg Grant Size
$3K
+29.2% YoY
Under IRS private-foundation payout rules, Swartz Foundation reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.
About Swartz Foundation
Based on IRS filings
Swartz Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEEDHAM, MA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $36K in total assets. In 2024, it awarded 5 grants totaling $14K. Net investment income was $8K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $36,129 | $42,007 | $51,457 |
| Revenue | $9,426 | $5,230 | $4,508 |
| Expenses | $15,304 | $14,680 | $13,685 |
| Qualifying Distributions | $14,000 | $13,000 | $12,300 |
| Net Investment Income | $8,226 | $3,630 | $3,258 |
| Distributable Amount | $16,294 | $13,952 | $12,679 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
23 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jewish Family & Childrens Services ($9,000), Temple Aliyah ($1,800), Impact Israel ($1,200).
| Recipient | Purpose | Amount |
|---|---|---|
| BROTHERS FOR LIFE SEATTLE, WA | FURTHER TAX EXEMPT PURPOSE | $1,000 |
| IMPACT ISRAEL BETHESDA, MD | FURTHER TAX EXEMPT PURPOSE | $1,200 |
| JEWISH FAMILY & CHILDRENS SERVICES WALTHAM, MA | FURTHER TAX EXEMPT PURPOSE | $9,000 |
| TEMPLE ALIYAH NEEDHAM, MA | FURTHER TAX EXEMPT PURPOSE | $1,800 |
| VILNA SHUL BOSTON, MA | FURTHER TAX EXEMPT PURPOSE | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JACK F SWARTZ | PRESIDENT | — | — |
| SANDRA R SWARTZ | CLERK | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 2024.
How large is Swartz Foundation?
As of 2024, Swartz Foundation holds $36K in total assets with $9K in annual revenue. It awarded 5 grants totaling $14K in 2024.
Where does Swartz Foundation operate?
Swartz Foundation has awarded grants in Massachusetts, Maryland, Washington.
What size grants does Swartz Foundation award?
In 2024, Swartz Foundation awarded 5 grants totaling $14K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Swartz Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Swartz Foundation reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2019–2024.
Explore Open Grants
Browse active grant opportunities in Swartz Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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