Funder DirectorySWERGOLD FAMILY FOUNDATION
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Private foundation (trust)EIN 133745395Est. 1994-09

SWERGOLD FAMILY FOUNDATION

AVENTURA, FL 33160

Total Assets

$2.2M

FY 2023

Annual Giving

$242K

FY 2023

Grants Made

4

FY 2023

Avg Grant

$60K

FY 2023

Grant Range

$2K–$215K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$77K

Total Expenses

$248K

Qualifying Distributions

$245K

Distributable Amount

$113K

Min. Investment Return

$114K

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

4 grants

Grant sizes from minimum $2K through median $13K to maximum $215K, 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

5 years

Giving over time from 2018 to 2023. Peak $242K in 2022. Hover bars for details.

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

Top Recipients

16 grants

JDC FOUNDATION
$413K
2 grants
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
$168K
2 grants
HARVARD MUSEUM
$23K
2 grants
MEMORIAL FOUNDATION
$20K
1 grant
MFAHOUSTON
$20K
2 grants
HARVARD ART MUSEUM
$15K
1 grant
HIAS
$15K
2 grants
CHILD CENTER OF NY
$10K
1 grant

Grant Size Distribution

16 grants

<$10K
9
grants
$10–50K
3
grants
$50–250K
4
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

5 states

New York
$617K
89% of total
Massachusetts
$38K
5% of total
Texas
$20K
3% of total
Maryland
$15K
2% of total
Florida
$2K
0% of total

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SWERGOLD FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo