Swartz Foundation
Swartz Foundation is a private foundation based in Newton, Massachusetts. Its 2024 filing reports 15 grants totaling $9,788,659, including support for charitable, Jewish community, leadership education, medical research, and hunger-relief organizations.
Swartz Foundation at a glance
In short: Swartz Foundation gave $9.8M across 15 grants in 2024 (avg $653K), top state New York. 36% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $9,788,659
- +36.9% vs 2023
- Grants made (2024)
- 15
- -6.3% vs 2023
- Average grant
- $652,577
- +46.0% vs 2023
- Median grant
- $100,000
- Total assets
- $220,801,315
- +5.0% vs 2023
- New grantees (estimate)
- 36% first-time grantees (5 of 14, 2024; small sample)
- Primary geography
- New York (49% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Swartz Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: Co Fwp 2310 Washington St 3Rd Fl, Newton, MA 02462
Phone: (617) 602-1901
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Swartz Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was PEF Israel Endowment Funds Inc ($4.5M). Together the top 10 received $9.7M.
Grant Size Distribution
105 grants across all recorded years
The most common grant size was under $50K: 59 grants of 105 (56%).
Geographic Focus
Where this funder awards grants
In 2024, grant dollars were reported as 49% to recipients in New York, 41% in Massachusetts, 1% in Pennsylvania, 1% in Florida, and 6% in an unidentified state category. Other listed recipients were located in Michigan, California, and New Jersey.
Grant Distribution by State
Share of 2024 grant dollars across all 15 itemized grants.
States
Cities
Is Swartz Foundation open to new grantees?
36%
first-time grantees, 2024
In 2024, 5 of 14 grantees (36%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $108K; repeat grants $1M. How we count
Medians: $100K first-time, $166K repeat.
- 57% of 2024 grantees were also funded in 2023. Method
- Giving grew 134% from 2021 to 2024. Method
- In 2024 it paid out 82% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $735K (2022) to $9.8M (2024). In 2024 it made 15 grants totaling $9.8M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| PEF Israel Endowment Funds Inc New York, NY | General Charitable Support | $4,528,140 |
| Combined Jewish Philanthropies of Greater Boston Inc Boston, MA | General Charitable Support | $3,000,000 |
| American Friends of Maoz-Seal Inc Haverhill, MA | General Charitable Support | $524,000 |
| American Friends of Maoz-Seal Inc Haverhill, MA | General Charitable Support | $485,000 |
| Hadassah Medical Organization | STEM Cell Research | $419,206 |
| BZ Media Melville, NY | General Charitable Support | $250,000 |
| Sonduk El Yanabia | General Charitable Support | $166,000 |
| Camp Hachshara-Moshava of NY Inc Honesdale, PA | General Charitable Support | $100,000 |
| Jewish Federation of South Palm Beach County Inc Boca Raton, FL | General Charitable Support | $100,000 |
| Yeshiva Beth Yehudah Southfield, MI | General Charitable Support | $100,000 |
Ready to take the next step with Swartz Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $220,801,315 | $23,722,214 | $13,328,988 | $9,788,659 | 15 | $10,291,550 | $20,986,857 | $12,604,252 |
| 2023 | $210,367,347 | $11,556,492 | $10,202,308 | $7,151,097 | 16 | $11,716,300 | $9,373,583 | $11,520,652 |
| 2022 | $195,438,630 | $17,509,121 | $1,852,118 | $734,507 | 13 | $776,431 | $12,709,558 | $10,728,350 |
| 2021 | $192,978,017 | $21,718,732 | $5,579,526 | $4,187,216 | 29 | $4,326,491 | $20,349,214 | $11,059,589 |
| 2020 | $176,638,868 | $12,876,168 | $9,226,547 | $8,349,454 | 32 | — | $11,250,749 | $9,610,298 |
Under IRS private-foundation payout rules, Swartz Foundation reported a distributable amount of $12.6M for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission statement is provided. Its 2024 grants included general charitable support and a grant for stem cell research. The grantees describe their own work in varied terms: PEF Israel Endowment Funds says it supports relief and health services for needy people in Israel, hospitals and clinics, and educational and religious institutions; Combined Jewish Philanthropies of Greater Boston describes its mission as sustaining Jewish life in Greater Boston and strengthening ties with Israel and world Jewry. American Friends of Maoz-Seal says it works to strengthen Israel’s public sector through education and values-based leadership. Other supported organizations describe work in Orthodox Jewish and religious Zionist camping, Jewish community and leadership for young adults, and assistance to organizations feeding the hungry.
Grantmaking
In 2024, the foundation made 15 grants totaling $9,788,659. Grants ranged from $1,000 to $4,528,140, with a median grant of $100,000.
The largest reported grants were $4,528,140 to PEF Israel Endowment Funds and $3,000,000 to Combined Jewish Philanthropies of Greater Boston, both for general charitable support. Other notable grants included two grants to American Friends of Maoz-Seal, for $524,000 and $485,000, both for general charitable support, and $419,206 to Hadassah Medical Organization for stem cell research.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Sidney W Swartz, Jeffrey Swartz, and Judith Swartz as trustees, and Daniel Swartz as an officer (DRE).
Swartz Foundation's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Sidney W. Swartz
Trustee
On filings since 2020
1 hr/week
No compensation reported
Jeffrey Swartz
Trustee
On filings since 2021
1 hr/week
No compensation reported
Judith Swartz
Trustee
On filings since 2021
1 hr/week
No compensation reported
Daniel Swartz
Officer - Dre
On filings since 2023
40 hrs/week
No compensation reported
Former officers (1)
- Former: Robert N. Shapiro - Compensation Is (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2024. "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 $9.8M across 15 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $7.2M across 16 grants.
What is Swartz Foundation's typical grant size?
Swartz Foundation's median grant in 2024 was $100,000, and its average grant was $652,577, across 15 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Swartz Foundation that year got $108K on average.
Where does Swartz Foundation give grants?
Swartz Foundation's top state is New York, with 49% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest state was Massachusetts (41%). The most frequent recipient cities were New York, NY (2 grants) and Haverhill, MA (2 grants).
Does Swartz Foundation give general operating support?
Yes: 93% of Swartz Foundation's 2024 grants with a stated purpose (14 of 15) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Swartz Foundation's largest grantees?
Swartz Foundation's largest 2024 grantees include PEF Israel Endowment Funds Inc ($4,528,140), Combined Jewish Philanthropies of Greater Boston Inc ($3,000,000) and American Friends of Maoz-Seal Inc ($1,009,000 across 2 grants), according to its 2024 IRS Form 990-PF. Together they received 87% of its itemized 2024 grant dollars.
How large is Swartz Foundation?
Swartz Foundation reported $220.8M in total assets on its 2024 IRS Form 990-PF. It paid out $10.3M in qualifying distributions that year, against a required minimum of $12.6M (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 does Swartz Foundation fund?
No foundation mission statement is provided. Its 2024 grants included general charitable support and a grant for stem cell research. See mission & focus areas ↑
How do I apply for a grant from Swartz Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Swartz Foundation's EIN?
Swartz Foundation's EIN (Employer Identification Number) is 04-3255974. IRS Form 990 filing data is available on this page for 2020–2024.
Does Swartz Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Swartz Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/swartz-foundation-morg_9822aa05c4804534b88245dab236cd82
BibTeX
@misc{grantable_043255974_2026,
author = {{Grantable}},
title = {{Swartz Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/swartz-foundation-morg_9822aa05c4804534b88245dab236cd82},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Swartz Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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