The Holly and Bradford Swett Charitable Foundation Trust
THE HOLLY AND BRADFORD SWETT CHARITABLE is a private foundation based in New York, NY. Its 2024 filing reports 15 grants totaling $315,434. The organization’s 2023 filing is marked as its final return, so it appears to have wound down or stopped grantmaking; the available 2024 grant information is reported separately.
Key facts about The Holly and Bradford Swett Charitable Foundation Trust
In short: The Holly and Bradford Swett Charitable Foundation Trust gave $315K across 15 grants in 2024 (avg $21K), mostly in New York. Source: 2024 IRS Form 990-PF.
- EIN
- 11-6589503
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $315,434
- Grants made (2024)
- 15
- Average grant
- $21,029
- Median grant
- $13,652
- Primary geography
- New York (53% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation’s 2023 filing states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Full details ↓
Data from IRS Form 990-PF, 2024; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$315K
+107.3% YoY
Grant Count
15
+50.0% YoY
Avg Grant Size
$21K
+38.2% YoY
Under IRS private-foundation payout rules, The Holly and Bradford Swett Charitable Foundation Trust reported a distributable amount of $33K for 2024 — the minimum it must pay out in qualifying distributions.
How The Holly and Bradford Swett Charitable Foundation Trust gives
- 20% of 2024 grantees were also funded in 2023. Method
- In 2024 it paid out 942% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants went to organizations working in areas including boating and education, environmental restoration and conservation, animal welfare, food assistance, and services for older people.
For example, the Conanicut Island Sailing Foundation describes its mission as engaging people of all ages, abilities, and backgrounds with the coastal environment through boating and education. Billion Oyster Project says it works to restore oyster reefs to New York Harbor through public education. Jackson Hole Land Trust describes its work as protecting and stewarding northwest Wyoming landscapes, while Jackson Hole Wildlife Foundation says it advances wildlife conservation through science, collaboration, and volunteers. These are the grantees’ descriptions of their own missions.
Grantmaking
In 2024, the foundation gave 15 grants totaling $315,434. Grant amounts ranged from $2,730 to $58,777, with a median grant of $13,652.
The largest reported grants included $58,777 to Conanicut Island Sailing Foundation, $47,782 to Charity Water, $34,130 to NY Harbor Foundation, and $27,304 each to the American Society for the Prevention of Cruelty to Animals, Americares, and Haitian Education & Leadership Program. Other reported grants included $20,478 to Billion Oyster Project and $13,652 each to Food Bank, Puppies Behind Bars, Jackson Hole Land Trust, and Doctors Without Boarders.
How to Apply
The foundation’s 2023 filing states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. The filing is marked as the organization’s final return, so this should not be taken as current application guidance.
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Geographic Focus
Where this funder awards grants
The 2024 grant dollars were distributed among recipients in New York (53%), Rhode Island (19%), New Jersey (11%), Wyoming (9%), and Connecticut (9%).
Grant Distribution by State
Share of 2024 grant dollars across all 15 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2024, annual grant giving ranged from $152K (2023) to $315K (2024). In 2024 it made 15 grants totaling $315K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Conanicut Island Sailing Foundation ($59K). Together the top 10 received $284K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 24 grants of 25 (96%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Conanicut Island Sailing Foundation Jamestown, RI | General Charitable Purposes | $58,777 |
| Charity Water New York, NY | General Charitable Purposes | $47,782 |
| NY Harbor Foundation Jersey City, NJ | General Charitable Purposes | $34,130 |
| American Society for the Prevention of Cruelty to Animals New York, NY | General Charitable Purposes | $27,304 |
| Americares Stamford, CT | General Charitable Purposes | $27,304 |
| Haitian Education & Leadership Program New York, NY | General Charitable Purposes | $27,304 |
| Billion Oyster Project Inc New York, NY | General Charitable Purposes | $20,478 |
| Food Bank New York, NY | General Charitable Purposes | $13,652 |
| Puppies Behind Bars Inc New York, NY | General Charitable Purposes | $13,652 |
| Jackson Hole Land Trust Jackson, WY | General Charitable Purposes | $13,652 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | — | $571,909 | $324,389 | $315,434 across 15 grants |
| 2023 | $904,348 | $179,496 | $164,651 | $152,166 across 10 grants |
— = not provided for that filing year.
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | — | $904,348 |
| Revenue | $571,909 | $179,496 |
| Expenses | $324,389 | $164,651 |
| Qualifying Distributions | $315,434 | $152,166 |
| Net Investment Income | $16,569 | $34,723 |
| Distributable Amount | $33,479 | $50,973 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2023–2024
Leadership & Key People
Leadership team and compensation from IRS filings
Holly McAllister is listed as trustee on the 2024 filing.
The Holly and Bradford Swett Charitable Foundation Trust is led by Holly McAllister, Trustee on every filing since 2023 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Holly McAllister
Trustee
On filings since 2023
8 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2023–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 1536 Third Avenue, New York, NY 10028
Phone: (212) 772-7550
Frequently asked questions about The Holly and Bradford Swett Charitable Foundation Trust
How much does The Holly and Bradford Swett Charitable Foundation Trust give each year?
The Holly and Bradford Swett Charitable Foundation Trust gave $315K across 15 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $152K across 10 grants.
What is The Holly and Bradford Swett Charitable Foundation Trust's typical grant size?
The Holly and Bradford Swett Charitable Foundation Trust's median grant in 2024 was $13,652, and its average grant was $21,029, across 15 grants on its 2024 IRS Form 990-PF.
Where does The Holly and Bradford Swett Charitable Foundation Trust give grants?
The Holly and Bradford Swett Charitable Foundation Trust gives mostly in New York: 53% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Rhode Island (19%) and New Jersey (11%). The most frequent recipient cities were New York, NY (8 grants) and Jackson, WY (3 grants).
Does The Holly and Bradford Swett Charitable Foundation Trust give general operating support?
Yes: 100% of The Holly and Bradford Swett Charitable Foundation Trust's 2024 grants with a stated purpose (15 of 15) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Holly and Bradford Swett Charitable Foundation Trust's largest grantees?
The Holly and Bradford Swett Charitable Foundation Trust's largest 2024 grantees include Conanicut Island Sailing Foundation ($58,777), Charity Water ($47,782) and NY Harbor Foundation ($34,130), according to its 2024 IRS Form 990-PF. Together they received 45% of its itemized 2024 grant dollars.
What does The Holly and Bradford Swett Charitable Foundation Trust fund?
No mission statement for the foundation is provided. Its 2024 grants went to organizations working in areas including boating and education, environmental restoration and conservation, animal welfare, food assistance, and services for older people. See mission & focus areas ↑
How do I apply for a grant from The Holly and Bradford Swett Charitable Foundation Trust?
The foundation’s 2023 filing states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is The Holly and Bradford Swett Charitable Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Holly and Bradford Swett Charitable Foundation Trust reported a distributable amount of $33K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Holly and Bradford Swett Charitable Foundation Trust's EIN?
The Holly and Bradford Swett Charitable Foundation Trust's EIN (Employer Identification Number) is 11-6589503. IRS Form 990 filing data is available on this page for 2023–2024.
Does The Holly and Bradford Swett Charitable Foundation Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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