Gertrude & Edward Swartz Charitable Tr
EIN 046045528Total Given 2016–2024
$410K
188 grants · $46K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$2K
typical micro grants · $1K–$2K
grant size
74%
deep partner · 32/43 multi-year
repeat
$1.3M
Assets (2024)
43
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(781) 431-9788
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $40K | $759K | $27K | 23 |
| 2017 | $41K | $859K | $58K | 23 |
| 2018 | $41K | $866K | $66K | 23 |
| 2020 | $44K | $1.0M | $52K | 22 |
| 2021 | $62K | $1.2M | $56K | 23 |
| 2022 | $60K | $1.1M | $44K | 23 |
| 2023 | $60K | $1.1M | $95K | 27 |
| 2024 | $63K | $1.3M | $172K | 24 |
Grant Size Distribution
Based on 188 grants on record
Minimum
$1K
25th Pctl
$1K
Median
$2K
Average
$2K
75th Pctl
$2K
Maximum
$10K
Geographic Distribution
Officers & Directors
ES
Elizabeth J Swartz
8+ yrs
Trustee
DS
Deborah L Swartz
8+ yrs
Trustee
RS
Richard J Swartz
8+ yrs
Trustee
MS
Michael D Swartz
8+ yrs
Trustee
DS
Deborah L Swartz
8+ yrs
Trustee
RS
Richard J Swartz
8+ yrs
Trustee
MS
Michael D Swartz
8+ yrs
Trustee
ES
Elizabeth J Swartz
8+ yrs
Trustee
RS
Richard J Swartz
8+ yrs
Trustee
DS
Deborah L Swartz
8+ yrs
Trustee
ES
Elizabeth J Swartz
8+ yrs
Trustee
MS
Michael D Swartz
8+ yrs
Trustee
ES
Elizabeth J Swartz
8+ yrs
Trustee
RS
Richard J Swartz
8+ yrs
Trustee
MS
Michael D Swartz
8+ yrs
Trustee
DS
Deborah L Swartz
8+ yrs
Trustee
ES
Elizabeth J Swartz
8+ yrs
Trustee
RS
Richard J Swartz
8+ yrs
Trustee
DS
Deborah L Swartz
8+ yrs
Trustee
MS
Michael D Swartz
8+ yrs
Trustee
RS
Richard J Swartz
8+ yrs
Trustee
DS
Deborah L Swartz
8+ yrs
Trustee
ES
Elizabeth J Swartz
8+ yrs
Trustee
MS
Michael D Swartz
8+ yrs
Trustee
PB
Paul Bishop
2 yrs
Trustee
RS
Richard J Swartz
8+ yrs
Trustee
MS
Michael D Swartz
8+ yrs
Trustee
ES
Elizabeth J Swartz
8+ yrs
Trustee
DS
Deborah L Swartz
8+ yrs
Trustee
DS
Deborah L Swartz
8+ yrs
Trustee
RS
Richard J Swartz
8+ yrs
Trustee
MS
Michael D Swartz
8+ yrs
Trustee
ES
Elizabeth J Swartz
8+ yrs
Trustee
PB
Paul Bishop
2 yrs
Trustee
Grants Awarded (188 total)
| Purpose | ||||
|---|---|---|---|---|
| Rice University | Arlington, VA | $10,000 | EDUCATIONAL | 2021 |
| National Resources Defense Council | New York, NY | $7,000 | CHARITABLE | 2024 |
| Planned Parenthood Federation | New York, NY | $6,500 | CHARITABLE | 2022 |
| More to Life | Knoxville, TN | $6,000 | EDUCATIONAL | 2021 |
| More to Life | Knoxville, TN | $6,000 | EDUCATIONAL | 2022 |
| More to Life | Knoxville, TN | $5,000 | EDUCATIONAL | 2018 |
| Rice University | Arlington, VA | $5,000 | EDUCATIONAL | 2018 |
| Rice University | Arlington, VA | $5,000 | EDUCATIONAL | 2020 |
| More to Life | Knoxville, TN | $5,000 | EDUCATIONAL | 2020 |
| Naral Pro-Choice America | Washington, DC | $5,000 | CHARITABLE | 2021 |
| More to Life | Knoxville, TN | $5,000 | EDUCATIONAL | 2023 |
| Rice University | Arlington, VA | $5,000 | EDUCATIONAL | 2023 |
| More to Life | Knoxville, TN | $5,000 | EDUCATIONAL | 2024 |
| More to Life | Knoxville, TN | $5,000 | Educational | 2016 |
| Rice University | Arlington, VA | $5,000 | educational | 2016 |
| More to Life | Knoxville, TN | $5,000 | Educational | 2017 |
| Rice University | Arlington, VA | $5,000 | educational | 2017 |
| Rice University | Arlington, VA | $5,000 | EDUCATIONAL | 2022 |
| National Resources Defense Council | New York, NY | $4,500 | CHARITABLE | 2022 |
| Houston Area Women'S Center | Houston, TX | $4,000 | CHARITABLE | 2023 |
| Houston Area Women'S Center | Houston, TX | $4,000 | CHARITABLE | 2024 |
| Alcu Foundation | New York, NY | $4,000 | RELIGIOUS | 2024 |
| Houston Area Women'S Center | Houston, TX | $4,000 | CHARITABLE | 2022 |
| Houston Area Women'S Center | Houston, TX | $3,500 | CHARITABLE | 2021 |
| Md Anderson Cancer Center | Houston, TX | $3,500 | CHARITABLE | 2024 |