Private foundation (trust)EIN 043255974Est. 1995-09

SWARTZ FOUNDATION

NEWTON, MA 02462

Total Assets

$238.1M

FY 2023

Annual Giving

$7.2M

FY 2023

Grants Made

16

FY 2023

Avg Grant

$447K

FY 2023

Grant Range

$1K–$1.9M

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$11.6M

Total Expenses

$10.2M

Qualifying Distributions

$11.7M

Distributable Amount

$11.5M

Min. Investment Return

$11.7M

Undistributed Income

$9.8M

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 $204K to maximum $1.9M, 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 $8.3M in 2020. Hover bars for details.

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

Top Recipients

61 grants

COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC
$3.3M
3 grants
HADASSAH MEDICAL ORGANIZATION
$1.9M
5 grants
PEF ISRAEL ENDOWMENT FUNDS INC
$1.9M
1 grant
AMERICAN FRIENDS OF LATET HUMANITARIAN AID INC
$1.8M
2 grants
KESHET DONOR ADVISED FUND
$1.8M
2 grants
AMERICAN ISRAEL EDUCATION FOUNDATION
$1.4M
1 grant
AMERICAN FRIENDS OF MAOZ-SEAL INC
$1.4M
1 grant
AMERICAN FRIENDS OF LEKET ISRAEL INC
$696K
1 grant

Grant Size Distribution

61 grants

<$10K
31
grants
$10–50K
7
grants
$50–250K
8
grants
$250K–1M
9
grants
$1–5M
6
grants
$5M+

Geographic Focus

10 states

Massachusetts
$6.7M
56% of total
New York
$2.1M
18% of total
District of Columbia
$1.5M
13% of total
New Jersey
$1.2M
10% of total
Florida
$341K
3% of total
Ohio
$100K
1% of total
California
$2K
0% of total
Texas
$1K
0% of total
Maryland
$1K
0% of total
Georgia
$500
0% of total

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