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Joseph & Gene Swedish Family Foundation Inc at a glance

· Private foundation

Joseph & Gene Swedish Family Foundation Inc

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$2.4M
Granted FY2023
18
Grants FY2023
8
States reached
$755k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0188% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Education$2.2MReligion$1.1MEnvironment$705kPublic Safety & Disaster$500kHuman Services$375kFood & Nutrition$248kHealth$55kHousing & Shelter$45kOther$0
02FY2023 · 18 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 18 grants below total $1,690,000, the rows itemized in this filing. The $2,416,200 headline is the total grant expense on the return; the other $726,200 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2023

  • Under $10k7 grants · $35k
  • $10k–50k3 grants · $50k
  • $50k–250k6 grants · $600k
  • $250k+2 grants · $1.0M
$30,000
Median grant
8
States reached
$32M
Total assets
Largest grants
RecipientAmount
CATHOLIC CHARITIES USA$755,000
WORLD WILDLIFE FUND$250,000
BENEDICTINE EDUCATIONAL FOUNDATION$200,000
DUKE UNIVERSITY$150,000
FAMILY & INTERCULTURAL RESOURCE CENTER$75,000
ST. MARY'S FOOD BANK ALLIANCE$75,000
TROUT UNLIMITED$50,000
CATHOLIC RELIEF SERVICES$50,000
SUMMIT COMMUNITY CARE CLINIC$30,000
PHILABUNDANCE$10,000
THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA$10,000
ANIMAL RESCUE LEAGUE$5,000
CORNER CO-OP INC$5,000
PHILADELPHIA250$5,000
BROOKLINE FOOD PANTRY INC.$5,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY19–24) land where the poverty rate runs at 7%, against an area that typically sits at 5%. 100% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 5%HABITAT FOR HUMANITY: $30k → 22%SEE ATTACHED: $2.5M → 7%HOPE FOR THE WARRIORS: $5k → 6%BENEDICTINE EDUCATIONAL FOUNDATION: $580k → 6%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

89%of every dollar goes to organizations it has funded before.
$4.7M · 17 repeat orgs$581k to everyone else

17 repeat relationships: 17 still active in FY2023, 0 since wound down; 1 grantees were first funded in FY2023 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

17
9

Total granted

$4.7M
$576k

Median revenue growth · since first grant

+1%
+37%

Still filing today

65%
56%

New vs renewed · share of each year

In FY2023, 100% of grant dollars renewed an existing relationship; $5k went to new ones.

50%100%’19’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’19’21’22’23
EducationFood & NutritionPhilanthropyEnvironmentArts & CultureHuman ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • BS
    BENEDICTINE SCHOOLS EDUCATIONAL FOUNDATION
    3× · 2019–2023 · $1.4M · revenue +60%
  • DUKE UNIVERSITY
    3× · 2021–2023 · $420k · revenue +1%
  • SC
    SUMMIT COMMUNITY CARE CLINIC INC
    2× · 2022–2023 · $55k · revenue +17%

Funded once

  • BE
    Benedictine Education Foundation
    one grant, 2021 · $345k
  • CC
    Catholic Charities
    one grant, 2021 · $150k
  • HF
    HABITAT FOR HUMANITY
    one grant, 2019 · $30k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
The Philadelphia School

The philadelphia school educates children for a future that is impossible to know but not impossible to shape. learn here. go anywhere.

—
2
Philadelphia Industrial Development Corporation

Pidc plans and implements economic development initiatives (see schedule o) which enhance the competitive environment, generate jobs and produce higher tax ratables throughout philadelphia.

Community Improvement
3
Point Park University

Provides innovative education in a dynamic urban setting. dedicated to academic excellence and community engagement,we prepare students of diverse backgrounds with the knowledge, skill,and experience to lead meaningful lives as informed…

—
4
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
5
The Peak School

The peak school seeks to ignite a passion for learning, to develop students of diverse talents and backgrounds who think critically and act with integrity, and to graduate compassionate, confident, capable students who will embrace their…

Education
6
Greater Philadelphia Tourism Marketing Corporation

Visit philadelphia is our name and our mission. as the region's official tourism marketing agency, we build greater philadelphia's image, drive visitation and boost the economy.

Community Improvement
7
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
8
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
9
Philadelphia Works Inc

Philadelphia works, inc. develops and manages smart workforce solutions that respond to business needs and increases economic opportunity for all philadelphia residents.

Employment
10
The Philadelphia Education Fund

The mission of the philadelphia education fund (pef) is to create equitable access to opportunities for students by providing resources and expertise that build paths to college and career success. pef focuses on philadelphia public school…

Youth Development
11
United Way of Greater Philadelphia and Southern New Jersey

United way's mission is to end intergenerational poverty in our region by harnessing, leveraging and strategically investing the collective power of donors, advocates and volunteers, to help individuals and families break the cycle of…

Philanthropy
12
Pidc Development Management Corporation

Pidc dmc administers and coordinates various development projects for the city and other not-for-profit entities.

Community Improvement
How this is measured
The grantee most central to the portfolio’s shape is Philabundance; the most unlike its peers is The United States Holocaust Memorial Museum. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

17 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 17 of the 28 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
17/17
Grantees still filing
11/17
Grew since first funded

Where the money sits, by cause and then by grantee

CATHOLIC CHARITIES USA: $1,105,000 · OtherCATHOLIC CHARITIES USACATHOLIC RELIEF SERVICES: $500,000 · OtherCATHOLIC RELIEF SERVICESBenedictine Education Foundation: $345,357 · OtherBenedictine Education FoundationFAMILY & INTERCULTURAL RESOURCE CENTER: $200,000 · OtherFAMILY & INTERCULTURAL RESOURCE CENTERTrout Unlimited Inc: $150,000 · OtherTrout Unlimited IncCatholic Charities: $150,000 · OtherCatholic Charities+8 more: $110,500 · OtherBENEDICTINE SCHOOLS EDUCATIONAL FOUNDATION: $1,413,429 · EducationBENEDICTINE SCHOOLS EDUCATIONAL FOUNDAT…DUKE UNIVERSITY: $420,000 · EducationDUKE UNIVERSITY+1 more: $10,000 · EducationWORLD WILDLIFE FUND INC: $550,000 · EnvironmentWORLD WILDL…+1 more: $5,000 · EnvironmentST MARY'S FOOD BANK ALLIANCE: $200,000 · Food & NutritionPhilabundance: $27,500 · Food & NutritionBROOKLINE FOOD PANTRY INC: $15,000 · Food & NutritionSUMMIT COMMUNITY CARE CLINIC INC: $55,000 · HealthTHE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA: $27,500 · PhilanthropyHope For The Warriors: $5,000 · PhilanthropyTHE SUMMIT FOUNDATION: $5,000 · PhilanthropyPHILADELPHIA MURAL ARTS ADVOCATES INC: $15,000 · Arts & CultureThe United States Holocaust Memorial Museum: $6,000 · Arts & Culture
Other$2,560,857Education$1,843,429Environment$555,000Food & Nutrition$242,500Health$55,000Philanthropy$37,500Arts & Culture$21,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetBENEDICTINE SCHOOLS EDUCATIONAL FOUNDATION: $1,413,429 over 3y, 6.7% of budgetWORLD WILDLIFE FUND INC: $550,000 over 3y, 0.1% of budgetDUKE UNIVERSITY: $420,000 over 3y, 0.0% of budgetST MARY'S FOOD BANK ALLIANCE: $200,000 over 3y, 0.0% of budgetSUMMIT COMMUNITY CARE CLINIC INC: $55,000 over 2y, 0.2% of budgetTHE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA: $27,500 over 3y, 0.2% of budgetPhilabundance: $27,500 over 3y, 0.0% of budgetPHILADELPHIA MURAL ARTS ADVOCATES INC: $15,000 over 3y, 0.1% of budgetPROJECT HOME: $15,000 over 3y, 0.0% of budgetBROOKLINE FOOD PANTRY INC: $15,000 over 3y, 0.2% of budgetSTEPS TO SUCCESS INC: $10,000 over 2y, 0.4% of budgetThe United States Holocaust Memorial Museum: $6,000 over 1y, 0.0% of budgetHope For The Warriors: $5,000 over 1y, 0.1% of budgetTHE SUMMIT FOUNDATION: $5,000 over 1y, 0.1% of budgetSTEPS TO SUCCESS INC: $5,000 over 1y, 0.4% of budgetEMERALD NECKLACE CONSERVANCY INC: $5,000 over 1y, 0.2% of budgetTHE PENNSYLVANIA HORTICULTURAL SOCIETY: $5,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Vanguard Charitable E…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
Vanguard Charitable Endowment ProgramPA9.4× affinity4 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Joseph & Gene Swedish Family Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from Joseph & Gene Swedish Family Foundation Inc. Bigger dots raise more.

2025
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    1report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Joseph & Gene Swedish Family Foundation Inc?

    Find your warmest path to Joseph & Gene Swedish Family Foundation Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 28 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Possibly out of date. A more recent filing (FY2024) is on record and reports $2.5M of grant expense with no grantee named in the published copy. A private foundation itemizes every grant it makes, so a return carrying none has filed its list as an attachment that the public copy does not include. The figures above are therefore from FY2023, the most recent year this funder’s grantee list reached the public record.

    Source object · view filing

    Play a game based on Joseph & Gene Swedish Family’s filings →

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    The endowment market
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