Swartz Foundation
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
Share of all 5 itemized 2025 grant dollars.
Cities
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 2025
Grant Size Distribution
25 grants across all recorded years
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- 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
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.
Here's the math on researching Swartz Foundation by hand.
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