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Swartz Family Foundation Trust is a private corporation based in SAN DIEGO, CA. The foundation received its IRS ruling in 2000. It holds total assets of $10K. Annual income is reported at $55K. Total assets have decreased from $482K in 2011 to $17K in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in New Hampshire, California and New York. According to available records, Swartz Family Foundation Trust has made 61 grants totaling $198K, with a median grant of $3K. Annual giving has grown from $50K in 2020 to $100K in 2022. Individual grants have ranged from $1K to $10K, with an average award of $3K. The foundation has supported 26 unique organizations. The foundation primarily supports organizations in New York, New Hampshire, California, which account for 64% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$3K
Average Grant
$3K
Largest Grant
$5K
Based on 17 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Swartz Family Foundation Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 61 grants. Its grantmaking reaches organizations primarily in NY, NH, CA.
Swartz Family Foundation Trust has distributed a total of $198K across 61 grants. The median grant size is $3K, with an average of $3K. Individual grants have ranged from $1K to $10K.
Swartz Family Foundation Trust typically selects its grantees rather than accepting unsolicited proposals.
Swartz Family Foundation Trust is headquartered in SAN DIEGO, CA. While based in CA, the foundation distributes grants to organizations across 8 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Mark Swartz | TRUSTEE | $0 | $0 | N/A |
| Karen Swartz | TRUSTEE | $0 | $0 | N/A |
Total Giving
$61K
Total Assets
$17K
Fair Market Value
$84K
Net Worth
$17K
Grants Paid
$49K
Contributions
$12K
Net Investment Income
$39K
Distribution Amount
$5K
Total Grants
61
Total Giving
$198K
Average Grant
$3K
Median Grant
$3K
Unique Recipients
26
Most Common Grant
$5K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Planned Parenthood Federation Of America IncGENERAL OPERATIONS | Washington, DC | $10K | 2022 |
| Rye Education FoundationGENERAL OPERATIONS | Rye, NH | $5K | 2022 |
| Sdsu Aztec Club - The Campanile FoundationGENERAL OPERATIONS | San Diego, CA | $5K | 2022 |
| United States Fund For UnicefGENERAL OPERATIONS | New York, NY | $5K | 2022 |
| St Jude Children'S HospitalGENERAL OPERATIONS | Memphis, TN | $5K | 2022 |
| The Brigid AllianceGENERAL OPERATIONS | New York, NY | $5K | 2022 |
| Blessings In A Backpack IncGENERAL OPERATIONS | Louisville, KY | $3K | 2022 |
| No Kid HungryGENERAL OPERATIONS | Philadelphia, PA | $3K | 2022 |
| Pa Breast Cancer Coalition - Cary Massa Memorial Scholarship FundEDUCATIONAL | Lebanon, PA | $3K | 2022 |
| Empower Her Network IncGENERAL OPERATIONS | New London, CT | $2K | 2022 |
| Unh Foundation IncGENERAL OPERATIONS | Durham, NH | $2K | 2022 |
| University Of Rochesterfriends Of Rochester AthleticsGENERAL OPERATIONS | Rochester, NY | $2K | 2022 |
| GatherGENERAL OPERATIONS | Portsmouth, NH | $1K | 2022 |
| Cowass North America IncGENERAL OPERATIONS | Alton, NH | $1K | 2022 |
| Make A Wish Foundation Of San DiegoGENERAL ADMINISTRATIVE | San Diego, CA | $5K | 2021 |
| Ronald Mcdonald House Charities Of San Diego IncGENERAL ADMINISTRATIVE | San Diego, CA | $5K | 2021 |
| Jacobs & Cushman San Diego Food BankGENERAL ADMINISTRATION | San Diego, CA | $3K | 2021 |
| Southern New Hampshire Services Inc (Rockingham Community Action)GENERAL ADMINISTRATIVE | Manchester, NH | $2K | 2021 |
| University Of RochesterGENERAL ADMINISTRATIVE | Rochester, NY | $2K | 2021 |
| Southeast Land Trust Of New HampshireGENERAL ADMINISTRATIVE | Exeter, NH | $1K | 2021 |
| Make A WishGENERAL ADMINISTRATIVE | Manchester, NH | $5K | 2020 |
| World Central KitchenGENERAL ADMINISTRATIVE | Washington, DC | $4K | 2020 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA