Swartz Foundation Trust
The Swartz Foundation Trust is a private non-operating foundation established in 1993 and granted tax-exempt status by the IRS in March of that year. Based in Forked River, New Jersey, the foundation operates as an independent charitable organization classified as a trust. It functions primarily as a grantmaking entity, distributing gifts, grants, and loans to other organizations aligned with its philanthropic priorities.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$105.3M
+6.6% YoY
Annual Giving
$4.9M
-43.0% YoY
Grant Count
67
-4.3% YoY
Avg Grant Size
$73K
-40.5% YoY
Mission & Focus Areas
The foundation does not maintain a publicly stated mission statement. However, its grantmaking reflects diverse interests across several key areas:
- Arts and Culture — including visual arts and museums
- Human Services — particularly YMCAs and community-based organizations
- Christian Faith-Based Initiatives — evangelical Christian organizations and churches
- Education — including higher education institutions
- Environmental Conservation
- Health Research — including Lyme disease research
- Entrepreneurship and Innovation
Grantmaking
The Swartz Foundation Trust operates without formal grant programs. Instead, grants are made at the discretion of trustees to preselected organizations. The foundation does not have a public application process and operates on an invitation-only basis.
Grant Range
$500 to $500,000+
Invitation Only
and operates on an invitation-only basis.
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Geographic Focus
Where this funder awards grants
The foundation's giving emphasizes national distribution with particular concentration in:
- Martha's Vineyard, Massachusetts
- Park City, Utah
- New Jersey
- Massachusetts
- Utah
- District of Columbia
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets and Annual Giving (2024):
- Total assets: $105,287,931
- Total revenues: $4,489,726
- Total expenses: $5,519,597
- Investment income and dividends: $1,740,824
Historical Asset Growth:
- December 2012: $44,881,470
- December 2015: $64,848,945
- December 2019: $82,487,111
- December 2020: $95,289,932
- December 2021: $107,316,033
- December 2023: $98,796,146
- December 2024: $105,287,931
The foundation maintains zero employees and generates income primarily through investment returns rather than contributions.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $105,287,931 | $98,796,146 | $93,116,548 |
| Revenue | $4,489,726 | $8,088,898 | $3,926,191 |
| Expenses | $5,519,597 | $8,989,868 | $7,828,180 |
| Qualifying Distributions | $4,939,985 | $8,633,775 | $7,314,836 |
| Net Investment Income | $3,940,581 | $7,724,757 | $3,612,847 |
| Distributable Amount | $5,918,067 | $5,469,500 | $6,282,416 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation was established by James R. Swartz, co-founder of global venture capital firm Accel Partners, and his wife Susan Shallcross Swartz, an accomplished artist. James Swartz received the National Venture Capital Association's 2007 Lifetime Achievement Award. Through Impact Partners, the couple has won two Academy Awards for documentary films addressing social issues.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SEE ATTACHED | PRESIDENT | — | — |
Contact Information
Address: Main St CPA, 124 N Main St, Forked River, NJ 08731
Phone: (609) 242-9600
Website: None
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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