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Swartz Foundation Trust at a glance

· Private foundation

Swartz Foundation Trust

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.

$4.9M
Granted FY2024still arriving
67
Grants FY2024still arriving
12
States reached
$2.5M
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$32MArts & Culture$8.2MInternational$6.2MScience & Tech$5.6MHuman Services$4.9MRecreation & Sports$1.5MHealth$931kReligion$657kOther$0
02FY2024 · 67 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k19 grants · $65k
  • $10k–50k29 grants · $539k
  • $50k–250k17 grants · $1.3M
  • $250k+2 grants · $3.0M
$20,000
Median grant
12
States reached
$105M
Total assets
Largest grants
RecipientAmount
INTERNATIONAL JUSTICE MISSION$2,500,000
NATIONAL MUSEUM OF WOMEN IN THE ARTS$500,000
GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION$100,000
PANORAMA GLOBAL$100,000
INTERNATIONAL JUSTICE MISSION$100,000
VINEYARD PRESERVATION TRUST$100,000
BETHEL AME CHURCH35TH ANNIVERSARY$100,000
PARTNERS FOR JUSTICE$100,000
GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION$100,000
YMCA OF MARTHA'S VINEYARD INC$100,000
SUNDANCE INSTITUTE$84,885
US SKI & SNOWBOARD ASSOCIATION$56,000
THE BIOLOGICAL MEDICINE INSTITUTE$50,000
BELLINGCAT FUND INC$50,000
UTAH FILM CENTER$50,000
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:

Its human-services grants (FY17–24, $128k) land where the poverty rate runs at 9%, against an area that typically sits at 9%. 9% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 9%THE HOYT FOUNDATION: $500 → 17%GIVING IN MOTION: $13k → 9%GIVING IN MOTION: $13k → 9%GIVING IN MOTION: $10k → 9%CORAOPOLIS COMMUNITY DEVELOPMENT: $10k → 11%PINE STREET INN: $1k → 16%THE UTAH 1033 FOUNDATION: $1k → 5%MV COMMUNITY SERVICES: $10k → 8%MV COMMUNITY SERVICES: $10k → 8%MV COMMUNITY SERVICES: $10k → 8%MV COMMUNITY SERVICES: $10k → 8%MARTHA'S VINEYARD COMMUNITY SERVICES: $10k → 8%MV COMMUNITY SERVICES: $10k → 8%MV COMMUNITY SERVICES: $10k → 8%MV COMMUNITY SERVICES: $10k → 8%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.

Which US states its grants reach

WA
IL
NY
MA
PA
CT
RI
CA
UT
CO
VA
AZ
KS
NC
DC
FL
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.

92%of every dollar goes to organizations it has funded before.
$35M · 76 repeat orgs$3.1M to everyone else

Grantees it renews have grown median revenue +37% since the first grant, against +11% for those funded once.

76 repeat relationships: 44 still active in FY2024, 32 since wound down; 8 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

76
68

Total granted

$35M
$2.8M

Median revenue growth · since first grant

+37%
+11%

Still filing today

74%
65%

New vs renewed · share of each year

In FY2024, 93% of grant dollars renewed an existing relationship; $332k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
Arts & CulturePhilanthropyHealthEducationInternationalRecreation & SportsOther
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

  • CM
    Carnegie Mellon University
    5× · 2017–2021 · $12M · revenue +15%
  • IJ
    INTERNATIONAL JUSTICE MISSION
    8× · 2017–2024 · $5.5M · revenue +82%
  • CC
    CHRISTIAN CENTER OF PARK CITY
    8× · 2017–2024 · $3.1M · revenue +59%

Funded once

  • MV
    Martha's Vineyard Arena Inc
    one grant, 2017 · $650k
  • U
    USSTF
    one grant, 2019 · $518k
  • PC
    POSTSECONDARY COMMISSION INC (COLLEGE 101)
    one grant, 2023 · $250k
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
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
2
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
3
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
4
Museum of Arts and Design

To collect, display and interpret objects in craft art and design.

Arts & Culture
5
Museum of Modern Art

The Museum of Modern Art is a private, non-profit institution chartered by the State of New York Department of Education in 1929 to foster public awareness of modern and contemporary art. (Continued in Schedule O)

Arts & Culture
6
Npr Foundation

The npr foundation ("foundation") is organized and operated exclusively for the benefit of its sole supported organization, national public radio, inc. ("npr inc."). the foundation supports npr inc. through various activities such as…

—
7
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
8
Museum of American Finance

Finance impacts everyone. as a socially relevant organization, the museum of american finance seeks to improve understanding of the influence of financial institutions and capital markets on the u.s. and global economies, and on…

—
9
University of Virginia Investment Management Company

The university of virginia investment management company (uvimco) is organized to invest funds on behalf of the rector and visitors of the university of virginia (the university or uva) and university-associated organizations (uaos).

Education
10
Asian Art Museum Foundation of San Francisco

The asian art museum celebrates, preserves, and promotes asian and asian american art and cultures for local and global audiences. we provide a dynamic forum for exchanging ideas, inviting collaboration, and fueling imagination to deepen…

Arts & Culture
11
National Public Radio Inc

National public radio, inc. ("npr") works collaboratively with member public radio station licensees ("member stations") to create a more informed public, one that is challenged and invigorated by a deeper understanding and appreciation of…

Arts & Culture
12
Internet Society Foundation

At the internet society foundation, we focus on funding initiatives that strengthen the internet in function and reach so that it can effectively serve all people. our work advances the vision of the internet society (isoc): the internet…

International
How this is measured
The grantee most central to the portfolio’s shape is Sheriff's Meadow Foundation; the most unlike its peers is Resolve Uganda Incorporated. 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

115 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. 115 of the 160 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.

2
Load-bearing (≥25% of a budget)
25
Early backer (in before they grew)
111/115
Grantees still filing
81/115
Grew since first funded

Where the money sits, by cause and then by grantee

President and Fellows of Harvard College: $24,898,211 · EducationPresident and Fellows of Harvard College+7 more: $347,000 · EducationCarnegie Mellon University: $12,109,625 · OtherCarnegie Mellon UniversityTHE NATIONAL MUSEUM OF WOMEN IN THE ARTS: $1,790,500 · OtherTHE NATIONAL MUSEUM OF WOMEN IN THE…+88 more: $5,804,514 · Other+88 moreSAN FRANCISCO MUSEUM OF MODERN ART: $2,220,000 · Arts & CultureSAN FRANCI…Sundance Institute: $1,397,385 · Arts & CultureSundance I…GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC: $515,000 · Arts & CultureGREATER WA…UTAH FILM CENTER: $319,225 · Arts & CultureUTAH FILM …+29 more: $1,493,500 · Arts & Culture+29 moreINTERNATIONAL JUSTICE MISSION: $5,550,000 · InternationalINTERNATIO…Anti-Corruption Foundation Inc: $200,000 · International+7 more: $172,000 · InternationalCHRISTIAN CENTER OF PARK CITY: $3,087,910 · Religion+4 more: $194,000 · ReligionYMCA of Martha's Vineyard Inc: $1,728,237 · Recreation & SportsUnited States Ski Association: $386,000 · Recreation & SportsShare Winter Foundation: $100,000 · Recreation & Sports+3 more: $146,000 · Recreation & SportsTIPPING POINT COMMUNITY: $350,000 · PhilanthropyTHE MARION INSTITUTE INC: $230,000 · PhilanthropyCHAPEL & YORK US FOUNDATION INC: $100,000 · PhilanthropyYOUTH WINTER SPORTS ALLIANCE: $50,000 · PhilanthropyMARTHA'S VINEYARD COMMUNITY FOUNDATION INC: $35,000 · Philanthropy+4 more: $23,000 · Philanthropy
Education$25,245,211Other$19,704,639Arts & Culture$5,945,110International$5,922,000Religion$3,281,910Recreation & Sports$2,360,237Philanthropy$788,000

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetPresident and Fellows of Harvard College: $24,898,211 over 8y, 0.1% of budgetCarnegie Mellon University: $12,109,625 over 5y, 0.3% of budgetINTERNATIONAL JUSTICE MISSION: $5,550,000 over 8y, 2.2% of budgetCHRISTIAN CENTER OF PARK CITY: $3,087,910 over 8y, 15% of budgetSAN FRANCISCO MUSEUM OF MODERN ART: $2,220,000 over 5y, 1.5% of budgetTHE NATIONAL MUSEUM OF WOMEN IN THE ARTS: $1,790,500 over 8y, 2.7% of budgetYMCA of Martha's Vineyard Inc: $1,728,237 over 8y, 17% of budgetSundance Institute: $1,397,385 over 5y, 1.0% of budgetMartha's Vineyard Arena Inc: $650,000 over 1y, 20% of budgetGREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC: $515,000 over 4y, 0.1% of budgetPARTNERS FOR JUSTICE INC: $500,000 over 8y, 5.2% of budgetUnited States Ski Association: $386,000 over 6y, 0.7% of budgetTIPPING POINT COMMUNITY: $350,000 over 7y, 0.1% of budgetUTAH FILM CENTER: $319,225 over 8y, 1.8% of budgetMV YOUTH INC: $260,690 over 8y, 2.3% of budgetTHE MARION INSTITUTE INC: $230,000 over 6y, 3.5% of budgetISLAND AUTISM GROUP INC: $223,000 over 8y, 17% of budgetTHE NATURE CONSERVANCY: $200,000 over 8y, 0.0% of budgetAnti-Corruption Foundation Inc: $200,000 over 3y, 4.1% of budgetBIOLOGICAL MEDICINE INSTITUTE: $200,000 over 3y, 3.1% of budgetMARTHA'S VINEYARD PRESERVATION TRUST INC: $170,000 over 5y, 1.9% of budgetCREATIVE VISIONS FOUNDATION: $165,000 over 1y, 1.1% of budgetTHE SALT LAKE TRIBUNE INC: $150,000 over 3y, 0.9% of budgetMETROPOLITAN MUSEUM OF ART: $150,000 over 6y, 0.0% of budgetTHE UC DAVIS FOUNDATION: $120,000 over 3y, 0.1% of budgetCIRCUIT ARTS INC: $105,000 over 2y, 6.6% of budgetBETHEL INSTITUTE FOR SOCIAL JUSTICE: $100,000 over 1y, 67% of budgetBOSTON COMMUNITY PEDIATRICS INC: $100,000 over 4y, 1.2% of budgetCHAPEL & YORK US FOUNDATION INC: $100,000 over 1y, 0.2% of budgetPANORAMA GLOBAL: $100,000 over 1y, 0.2% of budgetCOMPUTER HISTORY MUSEUM: $100,000 over 2y, 0.3% of budgetSAN FRANCISCO OPERA ASSOCIATION: $100,000 over 4y, 0.0% of budgetShare Winter Foundation: $100,000 over 1y, 4.8% of budgetMeritus College Fund: $96,000 over 6y, 1.1% of budgetSHINING HOPE FOR COMMUNITIES INC: $96,000 over 8y, 0.2% of budgetUTAH SYMPHONY & OPERA: $86,000 over 8y, 0.1% of budgetMARTHA'S VINEYARD PLAYHOUSE INC: $80,250 over 8y, 3.8% of budgetMARTHA'S VINEYARD COMMUNITY SERVICES INC: $80,000 over 8y, 0.1% of budgetVineyard House Inc: $80,000 over 8y, 2.4% of budgetUNION CHAPEL EDUCATION & CULTURAL INSTITUTE: $75,000 over 3y, 87% of budgetCORPORATION OF THE FINE ARTS MUSEUMS: $62,500 over 4y, 0.1% of budgetUNITED STATES OLYMPIC AND PARALYMPIC FOUNDATION: $60,000 over 2y, 0.1% of budgetCHICAGO MEDIA PROJECT: $52,545 over 1y, 5.1% of budgetBellingcat US Inc: $50,000 over 1y, 0.7% of budgetYOUTH WINTER SPORTS ALLIANCE: $50,000 over 1y, 1.7% of budgetTHE GROUNDTRUTH PROJECT INC: $50,000 over 1y, 0.6% of budgetBMA TENPOINT INC: $50,000 over 1y, 5.5% of budgetSAN FRANCISCO SYMPHONY: $50,000 over 2y, 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.

  • Who funds President and Fellows of Harvard College ↗
  • Who funds Carnegie Mellon University ↗
  • Who funds INTERNATIONAL JUSTICE MISSION ↗
  • Who funds CHRISTIAN CENTER OF PARK CITY ↗
  • Who funds SAN FRANCISCO MUSEUM OF MODERN ART ↗
  • Who funds THE NATIONAL MUSEUM OF WOMEN IN THE ARTS ↗
  • Who funds YMCA of Martha's Vineyard Inc ↗
  • Who funds Sundance Institute ↗
  • Who funds Martha's Vineyard Arena Inc ↗
  • Who funds GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC ↗
  • Who funds PARTNERS FOR JUSTICE INC ↗
  • Who funds United States Ski Association ↗
  • Who funds TIPPING POINT COMMUNITY ↗
  • Who funds UTAH FILM CENTER ↗
  • Who funds MV YOUTH INC ↗
  • Who funds THE MARION INSTITUTE INC ↗
  • Who funds ISLAND AUTISM GROUP INC ↗
  • Who funds THE NATURE CONSERVANCY ↗
  • Who funds Anti-Corruption Foundation Inc ↗
  • Who funds BIOLOGICAL MEDICINE INSTITUTE ↗
  • Who funds MARTHA'S VINEYARD PRESERVATION TRUST INC ↗
  • Who funds CREATIVE VISIONS FOUNDATION ↗
  • Who funds THE SALT LAKE TRIBUNE INC ↗
  • Who funds METROPOLITAN MUSEUM OF ART ↗
  • Who funds THE UC DAVIS FOUNDATION ↗
  • Who funds CIRCUIT ARTS INC ↗
  • Who funds BETHEL INSTITUTE FOR SOCIAL JUSTICE ↗
  • Who funds BOSTON COMMUNITY PEDIATRICS INC ↗
  • Who funds CHAPEL & YORK US FOUNDATION INC ↗
  • Who funds PANORAMA GLOBAL ↗
  • Who funds COMPUTER HISTORY MUSEUM ↗
  • Who funds SAN FRANCISCO OPERA ASSOCIATION ↗

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.

Boston Foundation IncMartha's Vineyard Ban…Mimi and Peter Haas F…Gretchen V & Samuel M…Tower Family Fund IncGs Donor Advised Phil…The Peter and Elizabe…Sorenson Legacy Found…South Mountain Compan…Martha's Vineyard Com…Simmons Family Founda…Sad Foundation Inc
Boston Foundation IncMA26.5× affinity17 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Boston Foundation Inc · Martha's Vineyard Bank Charitable Foundation Inc · Mimi and Peter Haas Fund · Gretchen V & Samuel M Feldman Private Foundation Inc · Tower Family Fund Inc · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · The Peter and Elizabeth C Tower Foundation · Sorenson Legacy Foundation · South Mountain Company Foundation · Martha's Vineyard Community Foundation Inc · Simmons Family Foundation Inc · Sad Foundation Inc

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 Swartz Foundation Trust funds: left to right is the share of its income from government, bottom to top the share from Swartz Foundation Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 180%6%23%51%90%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →median 3%
  • Martha's Vineyard Community Foundation Inc: 34% of income from government
  • Greater Boston Food Bank Inc: 22% of income from government
  • Woodwell Climate Research Center Inc: 11% of income from government
  • Pine Street Inn Inc: 11% of income from government
  • Boston Community Pediatrics Inc: 10% of income from government
  • President and Fellows of Harvard College: 7% of income from government
  • Bma Tenpoint Inc: 7% of income from government
  • The Center for Independent Documentary Inc: 6% of income from government
  • Martha's Vineyard Preservation Trust Inc: 4% of income from government
  • Neighborhealth Corporation: 4% of income from government
  • Martha's Vineyard Community Services Inc: 3% of income from government
  • Sheriff's Meadow Foundation: 2% of income from government
  • Martha's Vineyard Playhouse Inc: 2% of income from government
  • Island Housing Trust Corporation: 1% of income from government
  • The Marion Institute Inc: 1% of income from government
  • Circuit Arts Inc: 1% of income from government
  • Boston Philharmonic Orchestra Corporation: 1% of income from government
  • Friends of Mvyradio Inc: 1% of income from government
  • Boston Symphony Orchestra Inc: 0% of income from government
  • American Repertory Theatre Co Inc: 0% of income from government
  • Pan-Massachusetts Challenge Inc: 0% of income from government
no gov moneyreceives it· size = income
18get no government money at all
21report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–75%
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.

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 160 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Swartz’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home