Funder DirectorySWARTZ FAMILY FOUNDATION
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Private foundation (trust)EIN 066488246Est. 2000-12

SWARTZ FAMILY FOUNDATION

SAN DIEGO, CA 92106

Total Assets

$84K

FY 2023

Annual Giving

$49K

FY 2023

Grants Made

16

FY 2023

Avg Grant

$3K

FY 2023

Grant Range

$1K–$5K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$56K

Total Expenses

$61K

Qualifying Distributions

$52K

Distributable Amount

$5K

Min. Investment Return

$5K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

16 grants

Grant sizes from minimum $1K through median $3K to maximum $5K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $50K in 2020. Hover bars for details.

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

Top Recipients

46 grants

SDSU AZTEC CLUB - THE CAMPANILE FOUNDATION
$15K
3 grants
THE BRIGID ALLIANCE
$10K
2 grants
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
$10K
1 grant
ST JUDE CHILDREN'S HOSPITAL
$10K
2 grants
UNITED STATES FUND FOR UNICEF
$10K
2 grants
RYE EDUCATION FOUNDATION
$9K
3 grants
ALOHA UNITED WAY INC
$5K
1 grant
RONALD MCDONALD HOUSE CHARITIES OF SAN DIEGO INC
$5K
1 grant

Grant Size Distribution

46 grants

<$10K
46
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

10 states

New York
$36K
24% of total
New Hampshire
$27K
18% of total
California
$24K
16% of total
District of Columbia
$22K
14% of total
Hawaii
$10K
7% of total
Pennsylvania
$10K
7% of total
Tennessee
$10K
7% of total
Kentucky
$5K
3% of total
Connecticut
$4K
3% of total
Idaho
$3K
2% of total

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SWARTZ FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo