Funder DirectoryJAMES F SWART FOUNDATION
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Private foundation (trust)EIN 206217365Est. 2006-07

JAMES F SWART FOUNDATION

MADISON, WI 53717

Total Assets

$642K

FY 2024

Annual Giving

$29K

FY 2024

Grants Made

3

FY 2024

Avg Grant

$10K

FY 2024

Grant Range

$2K–$25K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$43K

Total Expenses

$37K

Qualifying Distributions

$30K

Distributable Amount

$31K

Min. Investment Return

$32K

Undistributed Income

$30K

Payout rate 96%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.96%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $34K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

14 grants

MARQUETTE UNIVERSITY
$43K
2 grants
ROCK VALLEY COMMUNITY PROGRAMS INC
$27K
3 grants
CEDARVILLE UNIVERSITY
$25K
1 grant
MERCYHEALTH FOUNDATION
$23K
3 grants
ROCK VALLEY COMMUNITY PROGRAMS
$18K
2 grants
MERCY FOUNDATION
$16K
2 grants
UNIVERSITY OF WISCONSIN - WHITEWATER FDN
$300
1 grant

Grant Size Distribution

14 grants

<$10K
7
grants
$10–50K
7
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Wisconsin
$128K
84% of total
Ohio
$25K
16% of total

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JAMES F SWART FOUNDATION — Grants, Financials & Contact | Grantivo