The Sweazey Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ATHERTON, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 11 grants totaling $120K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.9M
+3.3% YoY
Annual Giving
$120K
+17.6% YoY
Grant Count
11
-8.3% YoY
Avg Grant Size
$11K
+28.3% YoY
Under IRS private-foundation payout rules, The Sweazey Foundation reported a distributable amount of $142K for 2024 — the minimum it must pay out in qualifying distributions.
About The Sweazey Foundation
Based on IRS filings
The Sweazey Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ATHERTON, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 11 grants totaling $120K.
Focus Areas
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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 | $2,861,338 | $2,770,136 | $2,153,299 |
| Revenue | $-974 | $-7,217 | $7,754 |
| Expenses | $134,123 | $107,085 | $121,995 |
| Qualifying Distributions | $122,055 | $104,570 | $119,745 |
| Net Investment Income | — | — | $7,754 |
| Distributable Amount | $141,889 | $134,283 | $107,057 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
46 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Youth Tennis Advantage ($27,000), Sonoma Valley Mentoring Alliance ($25,000), Sonoma Valley Film Society ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ATHERTON POLICE OFFICERS ASSOCIATION MENLO PARK, CA | CHARITABLE DONATION | $1,000 |
| MENLO PARK EDUCATION FOUNDATION MENLO PARK, CA | CHARITABLE DONATION | $7,000 |
| SONOMA VALLEY MENTORING ALLIANCE SONOMA, CA | CHARITABLE DONATION | $25,000 |
| SONOMA VALLEY FILM SOCIETY SONOMA, CA | CHARITABLE DONATION | $10,000 |
| YOUTH TENNIS ADVANTAGE SAN FRAMCISCO, CA | CHARITABLE DONATION | $27,000 |
| MARSHMALLOW MINDS SUNNYVALE, CA | CHARITABLE DONATION | $10,000 |
| SONOMA VALLEY VINTNERS & GROWERS SONOMA, CA | CHARITABLE DONATION | $5,000 |
| BOYS AND GIRLS CLUB SONOMA VALLEY SONOMA, CA | CHARITABLE DONATION | $5,000 |
| KQED SAN FRANCISCO, CA | CHARITABLE DONATION | $10,000 |
| THE OLYMPIC CLUB FOUNDATION SAN FRANCISCO, CA | CHARITABLE DONATION | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN SWEAZEY | TRUSTEE | — | — |
| KATHLEEN SWEAZEY | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Sweazey Foundation?
The Sweazey Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ATHERTON, CA. It holds $2.9M in total assets as of 2024.
How large is The Sweazey Foundation?
As of 2024, The Sweazey Foundation holds $2.9M in total assets with $-974 in annual revenue. It awarded 11 grants totaling $120K in 2024.
Where does The Sweazey Foundation operate?
The Sweazey Foundation has awarded grants in California, Florida, Illinois, New York.
What size grants does The Sweazey Foundation award?
In 2024, The Sweazey Foundation awarded 11 grants totaling $120K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is The Sweazey Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Sweazey Foundation reported a distributable amount of $142K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Sweazey Foundation's EIN?
The Sweazey Foundation's EIN (Employer Identification Number) is 30-6023655. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in The Sweazey 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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