The Richard J and Frances B

NORTHPORT, MI EIN: 38-2813470

The Richard J and Frances B is a private foundation, based in NORTHPORT, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 7 grants totaling $48K. Net investment income was $13K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

-3.4% YoY

Annual Giving

$48K

+36.3% YoY

Grant Count

7

+40.0% YoY

Avg Grant Size

$7K

-2.7% YoY

Under IRS private-foundation payout rules, The Richard J and Frances B reported a distributable amount of $86K for 2024 — the minimum it must pay out in qualifying distributions.

About The Richard J and Frances B

Based on IRS filings

The Richard J and Frances B is a private foundation, based in NORTHPORT, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 7 grants totaling $48K. Net investment income was $13K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

Ann ArborBloomfieldChicagoHollandKalamazooTinley ParkTraverse CityTroyWatertown

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$40K$81K$121K$161K20202021202220232024
Metric202420232022
Total Assets$1,291,145$1,336,344$1,454,168
Revenue$73,421$26,615$30,635
Expenses$137,829$113,846$116,013
Qualifying Distributions$117,694$101,638$94,176
Net Investment Income$12,817$15,600$13,398
Distributable Amount$86,465$82,248$86,663

Giving Over Time

Total grant dollars and number of grants per year

$0$14K$28K$42K$56K5 grants20205 grants20217 grants20225 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

SHALOM$30KTHE DREAM TEAM OF NORTHE…$6KSPECIAL OLYMPICS MICHIGAN$3KSOUTH CHICAGO PARENTS AN…$3KFEELINLOVE FARM$3KON MY OWN OF MICHIGAN$2KHIS EYE ON THE SPARROW$1K

Grant Size Distribution

29 grants across all recorded years

29<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Shalom ($29,900), The Dream Team of Northen Mi ($6,000), Special Olympics Michigan ($3,000).

RecipientPurposeAmount
SHALOM KALAMAZOO, MIGENERAL OPERATING$29,900
SPECIAL OLYMPICS MICHIGAN BLOOMFIELD, MIGENERAL OPERATING$3,000
SOUTH CHICAGO PARENTS AND FRIENDS INC CHICAGO, ILGENERAL OPERATING$3,000
HIS EYE ON THE SPARROW ANN ARBOR, MIGENERAL OPERATION$1,000
ON MY OWN OF MICHIGAN TROY, MIGENERAL OPERATING$1,800
FEELINLOVE FARM HOLLAND, MIGENERAL OPERATING$3,000
THE DREAM TEAM OF NORTHEN MI TRAVERSE CITY, MIGENERAL OPERATING$6,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

SHELLY SWIATVICE PRES./SECRETARY$53K

From 2024 filing

NameTitleHoursCompensation
RICHARD G SWIATPRESIDENT/TREASURER
SHELLY SWIATVICE PRES./SECRETARY$53,139
JAMES R SWIATTRUSTEE
SALLY J HANLEYTRUSTEE

Frequently Asked Questions

How large is The Richard J and Frances B?

As of 2024, The Richard J and Frances B holds $1.3M in total assets with $73K in annual revenue. It awarded 7 grants totaling $48K in 2024.

Where does The Richard J and Frances B operate?

The Richard J and Frances B has awarded grants in Illinois, Michigan, Wisconsin.

What size grants does The Richard J and Frances B award?

In 2024, The Richard J and Frances B awarded 7 grants totaling $48K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is The Richard J and Frances B required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Richard J and Frances B reported a distributable amount of $86K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Richard J and Frances B's EIN?

The Richard J and Frances B's EIN (Employer Identification Number) is 38-2813470. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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