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
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
Ready to take the next step with Swartz Foundation?
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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
Charles J Tasker Memorial Scholarship Fund
HANOVER, MA
Assets
$98K
Grants
1
Total Given
$8K
Marshall M & Barbara J Sloane Pvt Found
CHESTNUT HILL, MA
Assets
$1.2M
Grants
11
Total Given
$75K
John J Mcardle Iii & Joan C Mcardle
ANDOVER, MA
Assets
$1.8M
Grants
13
Total Given
$205K
Massachusetts Association of Realtors
FOXBOROUGH, MA
Assets
$18.1M
Grants
2
Total Given
$71K
Communities for Restorative Justice
BOSTON, MA
Assets
$524K
Grants
1
Total Given
$61K
Hingham Historical Society Inc
HINGHAM, MA
Assets
$7.4M
Grants
1
Total Given
$10K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Swartz Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities