Private foundation (trust)EIN 046045528Est. 1954-07
GERTRUDE & EDWARD SWARTZ CHARITABLE TR
WELLESLEY, MA 02481
Total Assets
$1.3M
FY 2023
Annual Giving
$63K
FY 2023
Grants Made
24
FY 2023
Avg Grant
$3K
FY 2023
Grant Range
$1K–$7K
Typical
Deadlines
—
Applications
Financial Snapshot
2023 filing
Total Revenue
$172K
Total Expenses
$76K
Qualifying Distributions
$64K
Distributable Amount
$58K
Min. Investment Return
$61K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
24 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
6 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
142 grants
Grant Size Distribution
142 grants
Geographic Focus
11 states
+1 more states
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