Swartz Foundation Trust
Swartz Foundation Trust is a private foundation based in Forked River, New Jersey. Its 2024 filing reports 67 grants totaling $4,894,985, including support for organizations working in areas such as international justice, arts and culture, public media, and community services.
Swartz Foundation Trust at a glance
In short: Swartz Foundation Trust gave $4.9M across 67 grants in 2024 (avg $73K), mostly in District of Columbia. 17% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $4,894,985
- -43.0% vs 2023
- Grants made (2024)
- 67
- -4.3% vs 2023
- Average grant
- $73,059
- -40.5% vs 2023
- Median grant
- $20,000
- Total assets
- $105,287,931
- +6.6% vs 2023
- New grantees (estimate)
- 17% first-time grantees (9 of 54, 2024)
- Primary geography
- District of Columbia (64% 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 Trust
- 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: Main St Cpa 124 N Main St, Forked River, NJ 08731
Phone: (609) 242-9600
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Swartz Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was International Justice Mission ($2.6M across 2 grants). Together the top 10 received $4.1M.
Grant Size Distribution
322 grants across all recorded years
The most common grant size was under $50K: 234 grants of 322 (73%).
Geographic Focus
Where this funder awards grants
The 2024 grant dollars were concentrated in recipient organizations in the District of Columbia (64%), Massachusetts (14%), Utah (9%), Virginia (4%), and New York (3%). Listed recipients also included organizations in Washington state.
Grant Distribution by State
Share of 2024 grant dollars across all 67 itemized grants.
States
Cities
Is Swartz Foundation Trust open to new grantees?
17%
first-time grantees, 2024
In 2024, 9 of 54 grantees (17%) were first-time recipients. First grants averaged $37K; repeat grants $101K. How we count
Medians: $12K first-time, $15K repeat.
- 76% of 2024 grantees were also funded in 2023. Method
- Giving fell 55% from 2021 to 2024. Method
- In 2024 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
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 $4.9M (2024) to $13.8M (2020). In 2024 it made 67 grants totaling $4.9M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| International Justice Mission Washington, DC | Charitable Contribution | $2,500,000 |
| National Museum of Women in the Arts Washington, DC | Charitable Contribution | $500,000 |
| Bethel Ame CHURCH35TH Anniversary Jamaica Plain, MA | Charitable Contribution | $100,000 |
| Greater Washington Educational Telecommunications Association Arlington, VA | Charitable Contribution | $100,000 |
| Greater Washington Educational Telecommunications Association Arlington, VA | Charitable Contribution | $100,000 |
| International Justice Mission Washington, DC | Charitable Contribution | $100,000 |
| Panorama Global Seattle, WA | Charitable Contribution | $100,000 |
| Partners for Justice New York, NY | Charitable Contribution | $100,000 |
| Vineyard Preservation Trust Edgartown, MA | Charitable Contribution | $100,000 |
| YMCA of Martha's Vineyard Inc Vineyard Haven, MA | Charitable Contribution | $100,000 |
Ready to take the next step with Swartz Foundation Trust?
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 | $105,287,931 | $4,489,726 | $5,519,597 | $4,894,985 | 67 | $4,939,985 | $3,940,581 | $5,918,067 |
| 2023 | $98,796,146 | $8,088,898 | $8,989,868 | $8,593,625 | 70 | $8,633,775 | $7,724,757 | $5,469,500 |
| 2022 | $93,116,548 | $3,926,191 | $7,828,180 | $7,271,700 | 59 | $7,314,836 | $3,612,847 | $6,282,416 |
| 2021 | $107,316,033 | $18,358,097 | $11,519,394 | $10,830,029 | 60 | $10,873,364 | $17,982,067 | $6,181,882 |
| 2020 | $95,289,932 | $25,139,250 | $14,320,334 | $13,804,701 | 66 | — | $24,977,573 | $3,979,284 |
Under IRS private-foundation payout rules, Swartz Foundation Trust reported a distributable amount of $5.9M 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 mission statement is provided in the available information. The 2024 grants show support for a range of charitable organizations. Among them, the National Museum of Women in the Arts works in the arts; Greater Washington Educational Telecommunications Association says its mission is to produce and distribute content of intellectual integrity and cultural merit; and Partners for Justice says it supports low-income people in maintaining homes, livelihoods, family bonds, property, and access to the social safety net.
Other 2024 recipients include International Justice Mission, Panorama Global, Vineyard Preservation Trust, and YMCA of Martha’s Vineyard. The YMCA describes its mission as improving quality of life for children, individuals, families, and the Martha’s Vineyard community.
Grantmaking
In 2024, the foundation made 67 grants totaling $4,894,985. Grant amounts ranged from $500 to $2,500,000, with a median grant of $20,000. Notable awards included $2,500,000 to International Justice Mission and $500,000 to the National Museum of Women in the Arts. Other listed grants included $100,000 each to Bethel AME Church35th Anniversary, Greater Washington Educational Telecommunications Association, International Justice Mission, Panorama Global, Partners for Justice, Vineyard Preservation Trust, and YMCA of Martha’s Vineyard; $84,885 to Sundance Institute; and $56,000 to US Ski & Snowboard Association.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists “SEE ATTACHED” as the president; it does not identify the president by name in the information provided.
Frequently asked questions about Swartz Foundation Trust
How much does Swartz Foundation Trust give each year?
Swartz Foundation Trust gave $4.9M across 67 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $8.6M across 70 grants.
What is Swartz Foundation Trust's typical grant size?
Swartz Foundation Trust's median grant in 2024 was $20,000, and its average grant was $73,059, across 67 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Swartz Foundation Trust that year got $37K on average.
Where does Swartz Foundation Trust give grants?
Swartz Foundation Trust gives mostly in District of Columbia: 64% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (14%) and Utah (9%). The most frequent recipient cities were Park City, UT (10 grants), Vineyard Haven, MA (8 grants), Salt Lake City, UT (7 grants) and Washington, DC (6 grants).
Who are Swartz Foundation Trust's largest grantees?
Swartz Foundation Trust's largest 2024 grantees include International Justice Mission ($2,600,000 across 2 grants), National Museum of Women in the Arts ($502,500 across 2 grants) and Greater Washington Educational Telecommunications Association ($200,000 across 2 grants), according to its 2024 IRS Form 990-PF. Together they received 67% of its itemized 2024 grant dollars.
How large is Swartz Foundation Trust?
Swartz Foundation Trust reported $105.3M in total assets on its 2024 IRS Form 990-PF. It paid out $4.9M in qualifying distributions that year, against a required minimum of $5.9M (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 Trust fund?
No mission statement is provided in the available information. The 2024 grants show support for a range of charitable organizations. See mission & focus areas ↑
How do I apply for a grant from Swartz Foundation Trust?
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 Trust's EIN?
Swartz Foundation Trust's EIN (Employer Identification Number) is 22-6554026. IRS Form 990 filing data is available on this page for 2020–2024.
Does Swartz Foundation Trust 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
Explore Open Grants
Browse active grant opportunities in Swartz Foundation Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Martha's Vineyard Bank Charitable
Edgartown, MA
Martha’s Vineyard Bank Charitable supports organizations in areas including education, housing, arts, youth services, hospice care, and animal sheltering, primarily in Massachusetts. Its 2025 grants ranged from $40 to $251,000, with a median of $2,500; it funds only preselected organizations and does not accept unsolicited requests.
Assets
$6.7M
Grants
154
Total Given
$1.1M
Mimi and Peter Haas Fund
San Francisco, CA
The Fund supports early education, arts and culture, poverty-focused solutions, public schools, and medical research, with most 2024 grant dollars going to California and additional funding in New York, Massachusetts, Washington, and Pennsylvania. Its 2024 grants ranged from $1,000 to $2.75 million, with a median of $15,000. The filing says there are no required application forms or materials, deadlines, or award restrictions, but does not explicitly say whether it accepts unsolicited requests.
Assets
$177.6M
Grants
238
Total Given
$15.2M
United Way Worldwide
Alexandria, VA
United Way Worldwide funds community programs focused on youth opportunity, health, financial security, education, and disaster relief, with 2024 grants made across multiple U.S. states and internationally. Its 209 reported grants ranged from $5,100 to $736,333, with a median of $22,675. It does not state whether it accepts unsolicited grant requests.
Assets
$68.0M
Grants
209
Total Given
$11.4M
Boston Foundation Inc
Boston, MA
The Boston Foundation funds nonprofits and community initiatives focused on equity and opportunity, including child well-being, economic opportunity, community wealth, and community leadership, primarily in Greater Boston. Its 2025 grants had a median of $25,000, while specific programs offer amounts such as $50,000; whether it accepts unsolicited requests is not stated.
Assets
$2.1B
Grants
2,375
Total Given
$228.4M
Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma
San Francisco, CA
The Federation funds Jewish life and identity, antisemitism response, crisis relief, human services, and justice and inclusion, with work in the Bay Area, Israel, and beyond. Its 2025 grants ranged from $5,050 to $2,405,915, with a median of $22,750. It frequently issues requests for proposals and welcomes inquiries about new Bay Area programs; no current organization grant opportunities were listed.
Assets
$2.0B
Grants
1,032
Total Given
$94.5M
Community Foundation of New Jersey
Morristown, NJ
The Community Foundation of New Jersey supports a broad range of causes, including arts, education, health, human services, and the environment, through donor-directed and other charitable funds. Its 2024 itemized grants had a median of $19,759, with awards ranging widely; its current health grant opportunity serves Morris and Somerset counties. Eligible New Jersey nonprofits may apply to specific grant opportunities, subject to each opportunity’s guidelines.
Assets
$1.0B
Grants
1,321
Total Given
$93.8M
More similar funders
More Funders in New Jersey
Cite this profile
Grantable. (2026). Swartz Foundation Trust funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/swartz-foundation-trust-morg_20363163011143a985d942b4584fecba
BibTeX
@misc{grantable_226554026_2026,
author = {{Grantable}},
title = {{Swartz Foundation Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/swartz-foundation-trust-morg_20363163011143a985d942b4584fecba},
note = {Accessed 2026-10-15. 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 Trust'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.
Swartz Foundation Trust down — hundreds of funders to go?