Swergold Family Foundation
Swergold Family Foundation is a private foundation, based in Aventura, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.3M in total assets. In 2025, it awarded 4 grants totaling $117K. Net investment income was $473K.
Swergold Family Foundation at a glance
In short: Swergold Family Foundation gave $117K across 4 grants in 2025 (avg $29K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $117,236
- -27.7% vs 2024
- Grants made (2025)
- 4
- -20.0% vs 2024
- Average grant
- $29,309
- -9.6% vs 2024
- Median grant
- $6,818
- Total assets
- $2,258,928
- +18.6% vs 2024
- Primary geography
- New York (97% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Swergold Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was JDC Foundation ($100K). Together the top 4 received $117K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 19 grants of 23 (83%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Swergold Family Foundation gives
- Giving fell 52% from 2022 to 2025. Method
- In 2025 it paid out 113% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $35K (2020) to $242K (2023). In 2025 it made 4 grants totaling $117K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| JDC Foundation New York, NY | General | $100,000 |
| Child Center of New York Forest Hills, NY | General | $10,000 |
| Ohr Torah Stone New York, NY | General | $3,636 |
| Chabad of Charlottesville Charlottesville, VA | General | $3,600 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,258,928 | $482,387 | $128,612 | $117,236 | 4 | $119,061 | $472,836 | $105,186 |
| 2024 | $1,905,153 | $-23,064 | $176,751 | $162,150 | 5 | $169,451 | $62,598 | $109,510 |
| 2023 | $2,104,968 | $77,408 | $248,200 | $241,800 | 4 | $245,000 | $75,006 | $113,369 |
| 2022 | $2,275,760 | $33,320 | $262,912 | $241,800 | 5 | $241,800 | $28,607 | $74,885 |
| 2021 | $2,507,145 | $2,085,250 | $83,600 | $83,600 | 5 | $83,600 | $223,881 | $39,900 |
| 2020 | $505,495 | $-7,382 | $35,097 | $35,000 | 4 | — | $1,259 | $32,791 |
| 2019 | $547,973 | $128,672 | $65,000 | $65,000 | 2 | — | $2,188 | $30,066 |
Under IRS private-foundation payout rules, Swergold Family Foundation reported a distributable amount of $105K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Swergold Family Foundation's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Eric Benjamin Swergold
Trustee
On filings since 2019
No compensation reported
Jane Ellen Swergold
Trustee
On filings since 2019
No compensation reported
Leopold Swergold
Trustee
On filings since 2019
No compensation reported
Pamela Swergold Binder
Trustee
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Swergold Family Foundation
How much does Swergold Family Foundation give each year?
Swergold Family Foundation gave $117K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $162K across 5 grants.
What is Swergold Family Foundation's typical grant size?
Swergold Family Foundation's median grant in 2025 was $6,818, and its average grant was $29,309, across 4 grants on its 2025 IRS Form 990-PF.
Where does Swergold Family Foundation give grants?
Swergold Family Foundation gives mostly in New York: 97% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New York, NY (2 grants).
Does Swergold Family Foundation give general operating support?
Yes: 100% of Swergold Family Foundation's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Swergold Family Foundation?
Swergold Family Foundation reported $2.3M in total assets on its 2025 IRS Form 990-PF. It paid out $119K in qualifying distributions that year, against a required minimum of $105K (roughly 5% of its investment assets).
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS August 31, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 6, 2026)
- IRS filings on file for fiscal years 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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