Funder DirectorySWARTZ FOUNDATION TRUST
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Private foundation (trust)EIN 226554026Est. 1993-03

SWARTZ FOUNDATION TRUST

FORKED RIVER, NJ 08731

Total Assets

$112.1M

FY 2023

Annual Giving

$8.6M

FY 2023

Grants Made

70

FY 2023

Avg Grant

$123K

FY 2023

Grant Range

$500–$3M

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$8.1M

Total Expenses

$9.0M

Qualifying Distributions

$8.6M

Distributable Amount

$5.5M

Min. Investment Return

$5.6M

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

70 grants

Grant sizes from minimum $500 through median $25K to maximum $3M, 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 $13.8M in 2020. Hover bars for details.

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

Top Recipients

195 grants

HARVARD DIVINITY SCHOOL
$9.3M
6 grants
CARNEGIE MELLON UNIVERSITY
$5.6M
1 grant
HARVARD UNIVERSITY
$4.6M
1 grant
INTERNATIONAL JUSTICE MISSION
$2.7M
4 grants
NATIONAL MUSEUM OF WOMEN IN THE ARTS
$1.1M
4 grants
CHRISTIAN CENTER OF PARK CITY
$939K
7 grants
SUNDANCE INSTITUTE
$574K
1 grant
YMCA OF MARTHA'S VINEYARD INC
$370K
3 grants

Grant Size Distribution

195 grants

<$10K
98
grants
$10–50K
62
grants
$50–250K
24
grants
$250K–1M
6
grants
$1–5M
3
grants
$5M+
2
grants

Geographic Focus

14 states

Massachusetts
$16.2M
55% of total
Pennsylvania
$5.6M
19% of total
District of Columbia
$3.8M
13% of total
Utah
$2.3M
8% of total
California
$610K
2% of total
New York
$512K
2% of total
Rhode Island
$250K
1% of total
Virginia
$215K
1% of total
Kansas
$50K
0% of total
Illinois
$50K
0% of total

+4 more states

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SWARTZ FOUNDATION TRUST — Grants, Financials & Contact | Grantivo