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
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
No grants recorded for .
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 | — | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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