Private foundation (trust)EIN 311671683Est. 1999-11

SWARTZ FOUNDATION

NEEDHAM, MA 024921482

Accepts unsolicited proposals

Total Assets

$283K

FY 2023

Annual Giving

$13K

FY 2023

Grants Made

6

FY 2023

Avg Grant

$2K

FY 2023

Grant Range

$1K–$6K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$5K

Total Expenses

$15K

Qualifying Distributions

$13K

Distributable Amount

$14K

Min. Investment Return

$14K

Undistributed Income

$14K

Payout rate 93%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.93%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

6 grants

Grant sizes from minimum $1K through median $2K to maximum $6K, 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

6 years

Giving over time from 2018 to 2023. Peak $13K in 2023. Hover bars for details.

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

Top Recipients

24 grants

VILNA SHUL
$20K
6 grants
TEMPLE ALIYAH
$18K
7 grants
JEWISH FAMILY & CHILDRENS SERVICES
$16K
3 grants
IMPACT ISRAEL
$5K
4 grants
JEWISH FAMILY AND CHILDREN'S SERVICES
$3K
1 grant
BI DEACONESS
$2K
1 grant
BROTHERS FOR LIFE
$1K
1 grant
ISREAL DEFENSE FUND
$200
1 grant

Grant Size Distribution

24 grants

<$10K
24
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

Massachusetts
$57K
91% of total
Maryland
$5K
8% of total
Washington
$1K
2% of total
New York
$200
0% of total

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SWARTZ FOUNDATION — Grants, Financials & Contact | Grantivo