Swartz Foundation
Swartz Foundation is a private foundation, 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.
Swartz Foundation at a glance
In short: Swartz Foundation gave $16K across 5 grants in 2025 (avg $3K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $16,000
- +14.3% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $3,200
- +14.3% vs 2024
- Median grant
- $1,800
- Total assets
- $36,063
- -0.2% vs 2024
- Primary geography
- Massachusetts (93% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Swartz Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Jewish Family & Childrens Services ($10K). Together the top 5 received $16K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $10K (2019) to $16K (2025). In 2025 it made 5 grants totaling $16K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Family & Childrens Services Waltham, MA | Further Tax Exempt Purpose | $10,000 |
| Aipac Boston, MA | Further Tax Exempt Purpose | $2,000 |
| Temple Aliyah Needham, MA | Further Tax Exempt Purpose | $1,800 |
| Impact Israel Bethesda, MD | Further Tax Exempt Purpose | $1,200 |
| Vilna Shul Boston, MA | Further Tax Exempt Purpose | $1,000 |
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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 | $36,063 | $17,406 | $17,472 | $16,000 | 5 | $16,000 | $16,102 | $19,382 |
| 2024 | $36,129 | $9,426 | $15,304 | $14,000 | 5 | $14,000 | $8,226 | $16,294 |
| 2023 | $42,007 | $5,230 | $14,680 | $13,000 | 6 | $13,000 | $3,630 | $13,952 |
| 2022 | $51,457 | $4,508 | $13,685 | $12,300 | 4 | $12,300 | $3,258 | $12,679 |
| 2021 | $76,189 | $7,500 | $12,612 | $11,200 | 5 | $11,200 | $6,088 | $12,984 |
| 2020 | $133,718 | $4,012 | $11,609 | $10,200 | 3 | — | $2,637 | $10,662 |
| 2019 | $146,126 | $4,753 | $10,904 | $9,500 | 3 | — | $3,378 | $10,121 |
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.
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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 1, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 15, 2026)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Swartz Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Swartz Foundation's focus areas in our free grants database
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