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.
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
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 |
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 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 |
| WORLD JEWISH CONGRESS MERRIFIELD, VA | GENERAL | $150 |
| JEWISH LEARNING CENTER NEW YORK, NY | GENERAL | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 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.
Explore Open Grants
Browse active grant opportunities in Swergold Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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