Swergold Family Foundation
Swergold Family Foundation is a private foundation, based in Aventura, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 5 grants totaling $162K. Net investment income was $63K.
Key facts about Swergold Family Foundation
- EIN
- 13-3745395
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $162,150
- Grants made (2024)
- 5
- Average grant
- $32,430
- Median grant
- $1,000
- Total assets
- $1,905,153
- Primary geography
- New York (93% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Swergold Family Foundation funds
By grant dollars, the top recipient states for Swergold Family Foundation's 5 itemized 2024 grants were New York (93%) and Massachusetts (6%). The most frequent recipient cities were New York, NY (2 grants). 100% of grants with a stated purpose were for general or operating support.
How Swergold Family Foundation gives
- Giving grew 94% from 2021 to 2024. Method
- In 2024 it paid out 155% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Swergold Family Foundation
- How to evaluate Swergold Family Foundation as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.9M
-9.5% YoY
Annual Giving
$162K
-32.9% YoY
Grant Count
5
+25.0% YoY
Avg Grant Size
$32K
-46.4% YoY
Under IRS private-foundation payout rules, Swergold Family Foundation reported a distributable amount of $110K for 2024 — the minimum it must pay out in qualifying distributions.
About Swergold Family Foundation
Based on IRS filings
Swergold Family Foundation is a private foundation, based in Aventura, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 5 grants totaling $162K. Net investment income was $63K.
Ready to take the next step with Swergold Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 5 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,905,153 | $2,104,968 | $2,275,760 |
| Revenue | $-23,064 | $77,408 | $33,320 |
| Expenses | $176,751 | $248,200 | $262,912 |
| Qualifying Distributions | $169,451 | $245,000 | $241,800 |
| Net Investment Income | $62,598 | $75,006 | $28,607 |
| Distributable Amount | $109,510 | $113,369 | $74,885 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
Among its reported 2024 grants, the largest recipients include JDC Foundation ($150,000), The Jed Foundation ($10,000), Sylvester Cancer Center ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| JDC FOUNDATION New York, NY | GENERAL | $150,000 |
| THE JED FOUNDATION Boston, MA | GENERAL | $10,000 |
| SYLVESTER CANCER CENTER Miami, FL | GENERAL | $1,000 |
| JEWISH LEARNING CENTER New York, NY | GENERAL | $1,000 |
| WORLD JEWISH CONGRESS Merrifield, VA | GENERAL | $150 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Leopold Swergold | Trustee | — | — |
| Jane Ellen Swergold | Trustee | — | — |
| Eric Benjamin Swergold | Trustee | — | — |
| Pamela Swergold Binder | Trustee | — | — |
Frequently Asked Questions
How large is Swergold Family Foundation?
As of 2024, Swergold Family Foundation holds $1.9M in total assets with $-23,064 in annual revenue. It awarded 5 grants totaling $162K in 2024.
Where does Swergold Family Foundation operate?
Swergold Family Foundation has awarded grants in Florida, Massachusetts, Maryland, New York, Texas, Virginia.
What size grants does Swergold Family Foundation award?
In 2024, Swergold Family Foundation awarded 5 grants totaling $162K — an average of about $32K per grant, based on its IRS Form 990 filings.
How much is Swergold Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Swergold Family Foundation reported a distributable amount of $110K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Swergold Family Foundation's EIN?
Swergold Family Foundation's EIN (Employer Identification Number) is 13-3745395. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.