Gertrude & Edward Swartz Charitable Tr | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Gertrude & Edward Swartz Charitable Tr. Data shown is extracted from Form 990-PF filings.

EIN: 04-6045528

Foundation Overview

Based in Wellesley, MA, Gertrude & Edward Swartz Charitable Tr has awarded 288 grants totaling $661,000 to organizations in Arizona, Washington and 10 other states across the US. Individual grants range from $1,000 to $10,000, with a median award of $2,000.

Latest Tax Year
2024
Total Giving (all years)
$661,000
Total Assets
$1,351,053
Median Grant (all grants)
$2,000

Latest Form 990-PF Snapshot

Total Grants
26
Median Grant
$2,750
% Median Grant Growth
+10% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: May 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: N/A

0 of 26 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
Texas

Grants are geographically diversified with 30% in Texas and funding distributed across 12 total locations. This foundation values broad geographic impact and diverse community partnerships. Within Texas, funding concentrates in Houston (80%), San Antonio (14%), Dallas (6%).

Funding Trajectory
+70%

Strong 70% growth in annual giving over 9 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
Healthcare + 3 others

Diversified giving across multiple program areas with primary emphasis on healthcare (27%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Gertrude & Edward Swartz Charitable Tr's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Alcu Foundation $4,000 New York, NY, US Religious 2024
Amnesty International $1,000 New York, NY, US Charitable 2024
Center For Biological Diversity $2,500 Tucson, AZ, US Charitable 2024
Community Food Bank Of Southern Az $3,000 Tucson, AZ, US Charitable 2024
Covid 19 Longhauler Advocacy Project $3,000 Boca Raton, FL, US Medical / Educational 2024
Doctors Without Borders $3,000 New York, NY, US Charitable 2024
Earthjustice $3,000 San Francisco, CA, US Charitable 2024
Houston Area Women's Center $4,000 Houston, TX, US Charitable 2024
Houston Food Bank $2,000 Houston, TX, US Charitable 2024
Humane Borders $3,000 Tucson, AZ, US Charitable 2024
Md Anderson Cancer Center $3,500 Houston, TX, US Charitable 2024
More To Life $5,000 Knoxville, TN, US Educational 2024
Naral Pro-choice America $3,500 Washington, DC, US Charitable 2024
National Resources Defense Council $2,500 New York, NY, US Charitable 2024
Northwest Harvest $3,000 Seattle, WA, US Charitable 2024
Planned Parenthood Federation $3,000 New York, NY, US Charitable 2024
Planned Parenthood Of Az $1,500 Phoenix, AZ, US Charitable 2024
Planned Parenthood Of Tx $1,000 Dallas, TX, US Charitable 2024
Rice University $5,000 Arlington, VA, US Educational 2024
Salvation Army Of Massachusetts $1,500 Houston, TX, US Charitable 2024
Shriner's Children's Hospital Houston $2,000 Houston, TX, US Charitable 2024
The Nature Conservancy $2,000 Arlington, VA, US Charitable 2024
Theater Under The Stars $1,500 Houston, TX, US Educational 2024
Trinity University $1,000 San Antonio, TX, US Educational 2024
United Negro College Fund $1,500 Fairfax, VA, US Educational 2024
United Way Of Greater Houston $2,000 Houston, TN, US Charitable 2024
Alcu Foundation $4,000 New York, NY, US Religious 2023
Amnesty International $1,000 New York, NY, US Charitable 2023
Center For Biological Diversity $2,500 Tucson, AZ, US Charitable 2023
Community Food Bank Of Southern Az $3,000 Tucson, AZ, US Charitable 2023
Doctors Without Borders $3,000 New York, NY, US Charitable 2023
Earthjustice $3,000 San Francisco, CA, US Charitable 2023
Houston Area Women's Center $4,000 Houston, TX, US Charitable 2023
Houston Food Bank $2,000 Houston, TX, US Charitable 2023
Md Anderson Cancer Center $3,500 Houston, TX, US Charitable 2023
More To Life $5,000 Knoxville, TN, US Educational 2023
National Resources Defense Council $7,000 New York, NY, US Charitable 2023
Northwest Harvest $3,000 Seattle, WA, US Charitable 2023
Planned Parenthood Federation $3,000 New York, NY, US Charitable 2023
Planned Parenthood Of Az $2,500 Phoenix, AZ, US Charitable 2023
Planned Parenthood Of Tx $1,000 Dallas, TX, US Charitable 2023
Salvation Army Of Massachusetts $1,500 Houston, TX, US Charitable 2023
Shriner's Children's Hospital Houston $2,000 Houston, TX, US Charitable 2023
The Nature Conservancy $2,000 Arlington, VA, US Charitable 2023
Theater Under The Stars $1,500 Houston, TX, US Educational 2023
Trinity University $1,000 San Antonio, TX, US Educational 2023
United Negro College Fund $1,500 Fairfax, VA, US Educational 2023
United Way Of Greater Houston $2,000 Houston, TN, US Charitable 2023
Covid 19 Longhauler Advocacy Project $3,000 Boca Raton, FL, US Medical / Educational 2023
Humane Borders $1,000 Tucson, AZ, US Charitable 2023
Alcu Foundation $4,000 New York, NY, US Religious 2023
Amnesty International $1,000 New York, NY, US Charitable 2023
Center For Biological Diversity $2,500 Tucson, AZ, US Charitable 2023
Community Food Bank Of Southern Az $3,000 Tucson, AZ, US Charitable 2023
Doctors Without Borders $3,000 New York, NY, US Charitable 2023
Earthjustice $3,000 San Francisco, CA, US Charitable 2023
Houston Area Women's Center $4,000 Houston, TX, US Charitable 2023
Houston Food Bank $2,000 Houston, TX, US Charitable 2023
Md Anderson Cancer Center $3,500 Houston, TX, US Charitable 2023
More To Life $5,000 Knoxville, TN, US Educational 2023
National Resources Defense Council $7,000 New York, NY, US Charitable 2023
Northwest Harvest $3,000 Seattle, WA, US Charitable 2023
Planned Parenthood Federation $3,000 New York, NY, US Charitable 2023
Planned Parenthood Of Az $2,500 Phoenix, AZ, US Charitable 2023
Planned Parenthood Of Tx $1,000 Dallas, TX, US Charitable 2023
Salvation Army Of Massachusetts $1,500 Houston, TX, US Charitable 2023
Shriner's Children's Hospital Houston $2,000 Houston, TX, US Charitable 2023
The Nature Conservancy $2,000 Arlington, VA, US Charitable 2023
Theater Under The Stars $1,500 Houston, TX, US Educational 2023
Trinity University $1,000 San Antonio, TX, US Educational 2023
United Negro College Fund $1,500 Fairfax, VA, US Educational 2023
United Way Of Greater Houston $2,000 Houston, TN, US Charitable 2023
Covid 19 Longhauler Advocacy Project $3,000 Boca Raton, FL, US Medical / Educational 2023
Humane Borders $1,000 Tucson, AZ, US Charitable 2023
Alcu Foundation $2,000 New York, NY, US Religious 2022
Amnesty International $1,000 New York, NY, US Charitable 2022
Center For Biological Diversity $1,500 Tucson, AZ, US Charitable 2022
Community Food Bank Of Southern Az $3,000 Tucson, AZ, US Charitable 2022
Doctors Without Borders $1,000 New York, NY, US Charitable 2022
Earthjustice $3,000 San Francisco, CA, US Charitable 2022
Houston Area Women's Center $4,000 Houston, TX, US Charitable 2022
Houston Food Bank $2,000 Houston, TX, US Charitable 2022
Md Anderson Cancer Center $2,500 Houston, TX, US Charitable 2022
More To Life $5,000 Knoxville, TN, US Educational 2022
Naral Pro-choice America $2,500 Washington, DC, US Charitable 2022
National Resources Defense Council $1,500 New York, NY, US Charitable 2022
Northwest Harvest $3,000 Seattle, WA, US Charitable 2022
Planned Parenthood Federation $3,000 New York, NY, US Charitable 2022
Planned Parenthood Of Az $2,500 Phoenix, AZ, US Charitable 2022
Rice University $5,000 Arlington, VA, US Educational 2022
Salvation Army Of Massachusetts $1,500 Houston, TX, US Charitable 2022
Shriner's Children's Hospital Houston $2,000 Houston, TX, US Charitable 2022
Southern Poverty Law Center $2,000 Montgomery, AL, US Charitable 2022
The Nature Conservancy $2,000 Arlington, VA, US Charitable 2022
Theater Under The Stars $1,500 Houston, TX, US Educational 2022
Trinity University $1,000 San Antonio, TX, US Educational 2022
United Negro College Fund $1,500 Fairfax, VA, US Educational 2022
United Way Of Greater Houston $2,000 Houston, TN, US Charitable 2022
Social & Envirnomental Enterpreneurs $1,000 Calabasas, CA, US Charitable 2022
Planned Parenthood Of Tx $1,000 Dallas, TX, US Charitable 2022
Jewish Federation Of North America $2,000 New York, NY, US Charitable 2022
Alcu Foundation $2,000 New York, NY, US Religious 2022
Amnesty International $1,000 New York, NY, US Charitable 2022
Center For Biological Diversity $1,500 Tucson, AZ, US Charitable 2022
Community Food Bank Of Southern Az $3,000 Tucson, AZ, US Charitable 2022
Doctors Without Borders $1,000 New York, NY, US Charitable 2022
Earthjustice $3,000 San Francisco, CA, US Charitable 2022
Houston Area Women's Center $4,000 Houston, TX, US Charitable 2022
Houston Food Bank $2,000 Houston, TX, US Charitable 2022
Md Anderson Cancer Center $2,500 Houston, TX, US Charitable 2022
More To Life $5,000 Knoxville, TN, US Educational 2022
Naral Pro-choice America $2,500 Washington, DC, US Charitable 2022
National Resources Defense Council $1,500 New York, NY, US Charitable 2022
Northwest Harvest $3,000 Seattle, WA, US Charitable 2022
Planned Parenthood Federation $3,000 New York, NY, US Charitable 2022
Planned Parenthood Of Az $2,500 Phoenix, AZ, US Charitable 2022
Rice University $5,000 Arlington, VA, US Educational 2022
Salvation Army Of Massachusetts $1,500 Houston, TX, US Charitable 2022
Shriner's Children's Hospital Houston $2,000 Houston, TX, US Charitable 2022
Southern Poverty Law Center $2,000 Montgomery, AL, US Charitable 2022
The Nature Conservancy $2,000 Arlington, VA, US Charitable 2022
Theater Under The Stars $1,500 Houston, TX, US Educational 2022
Trinity University $1,000 San Antonio, TX, US Educational 2022
United Negro College Fund $1,500 Fairfax, VA, US Educational 2022
United Way Of Greater Houston $2,000 Houston, TN, US Charitable 2022
Social & Envirnomental Enterpreneurs $1,000 Calabasas, CA, US Charitable 2022
Planned Parenthood Of Tx $1,000 Dallas, TX, US Charitable 2022
Jewish Federation Of North America $2,000 New York, NY, US Charitable 2022
Uuctno More Deaths $1,000 Tucson, AZ, US Charitable 2021
Northwest Harvest $3,000 Seattle, WA, US Charitable 2021
Center For Biological Diversity $2,000 Tucson, AZ, US Charitable 2021
Community Food Bank Of Southern Az $3,000 Tucson, AZ, US Charitable 2021
Earthjustice $3,000 San Francisco, CA, US Charitable 2021
Houston Area Women's Center $4,000 Houston, TX, US Charitable 2021
Houston Food Bank $2,000 Houston, TX, US Charitable 2021
Md Anderson Cancer Center $2,500 Houston, TX, US Charitable 2021
More To Life $6,000 Knoxville, TN, US Educational 2021
National Resources Defense Council $4,500 New York, NY, US Charitable 2021
Planned Parenthood Federation $6,500 New York, NY, US Charitable 2021
United Way Of Greater Houston $2,000 Houston, TN, US Charitable 2021
Rice University $5,000 Arlington, VA, US Educational 2021
Salvation Army Of Massachusetts $1,500 Houston, TX, US Charitable 2021
Shriner's Children's Hospital Houston $2,000 Houston, TX, US Charitable 2021
Southern Poverty Law Center $2,000 Montgomery, AL, US Charitable 2021
The Nature Conservancy $2,000 Arlington, VA, US Charitable 2021
Theater Under The Stars $1,500 Houston, TX, US Educational 2021
Trinity University $1,000 San Antonio, TX, US Educational 2021
United Negro College Fund $1,500 Fairfax, VA, US Educational 2021
Alcu Foundation $2,000 New York, NY, US Religious 2021
Amnesty International $1,000 New York, NY, US Charitable 2021
Doctors Without Borders $1,000 New York, NY, US Charitable 2021
Uuctno More Deaths $1,000 Tucson, AZ, US Charitable 2021
Northwest Harvest $3,000 Seattle, WA, US Charitable 2021
Center For Biological Diversity $2,000 Tucson, AZ, US Charitable 2021
Community Food Bank Of Southern Az $3,000 Tucson, AZ, US Charitable 2021
Earthjustice $3,000 San Francisco, CA, US Charitable 2021
Houston Area Women's Center $4,000 Houston, TX, US Charitable 2021
Houston Food Bank $2,000 Houston, TX, US Charitable 2021
Md Anderson Cancer Center $2,500 Houston, TX, US Charitable 2021
More To Life $6,000 Knoxville, TN, US Educational 2021
National Resources Defense Council $4,500 New York, NY, US Charitable 2021
Planned Parenthood Federation $6,500 New York, NY, US Charitable 2021
United Way Of Greater Houston $2,000 Houston, TN, US Charitable 2021
Rice University $5,000 Arlington, VA, US Educational 2021
Salvation Army Of Massachusetts $1,500 Houston, TX, US Charitable 2021
Shriner's Children's Hospital Houston $2,000 Houston, TX, US Charitable 2021
Southern Poverty Law Center $2,000 Montgomery, AL, US Charitable 2021
The Nature Conservancy $2,000 Arlington, VA, US Charitable 2021
Theater Under The Stars $1,500 Houston, TX, US Educational 2021
Trinity University $1,000 San Antonio, TX, US Educational 2021
United Negro College Fund $1,500 Fairfax, VA, US Educational 2021
Alcu Foundation $2,000 New York, NY, US Religious 2021
Amnesty International $1,000 New York, NY, US Charitable 2021
Doctors Without Borders $1,000 New York, NY, US Charitable 2021
Uuctno More Deaths $1,000 Tucson, AZ, US Charitable 2020
Community Food Bank Of Southern Az $3,000 Tucson, AZ, US Charitable 2020
Earthjustice $2,500 San Francisco, CA, US Charitable 2020
Houston Area Women's Center $3,500 Houston, TX, US Charitable 2020
Houston Food Bank $1,500 Houston, TX, US Charitable 2020
Md Anderson Cancer Center $2,500 Houston, TX, US Charitable 2020
More To Life $6,000 Knoxville, TN, US Educational 2020
Naral Pro-choice America $5,000 Washington, DC, US Charitable 2020
National Resources Defense Council $1,500 New York, NY, US Charitable 2020
Northwest Harvest $2,500 Seattle, WA, US Charitable 2020
Planned Parenthood Federation $2,500 New York, NY, US Charitable 2020
Planned Parenthood Of Az $2,500 Phoenix, AZ, US Charitable 2020
Rice University $10,000 Arlington, VA, US Educational 2020
Salvation Army Of Massachusetts $1,500 Houston, TX, US Charitable 2020
Shriner's Children's Hospital Houston $1,500 Houston, TX, US Charitable 2020
Southern Poverty Law Center $1,500 Montgomery, AL, US Charitable 2020
Theater Under The Stars $1,500 Houston, TX, US Educational 2020
Trinity University $1,000 San Antonio, TX, US Educational 2020
United Negro College Fund $1,500 Fairfax, VA, US Educational 2020
United Way Of Greater Houston $2,000 Houston, TN, US Charitable 2020
Center For Biological Diversity $2,000 Tucson, AZ, US Charitable 2020
Alcu Foundation $2,000 New York, NY, US Religious 2020
The Nature Conservancy $3,000 Arlington, VA, US Charitable 2020
Alcu Foundation $1,500 New York, NY, US Religious 2019
United Negro College Fund $1,000 Fairfax, VA, US Educational 2019
Trinity University $1,000 San Antonio, TX, US Educational 2019
Theater Under The Stars $1,000 Houston, TX, US Educational 2019
Southern Poverty Law Center $1,500 Montgomery, AL, US Charitable 2019
Shriner's Children's Hospital Houston $1,000 Houston, TX, US Charitable 2019
Salvation Army Of Massachusetts $1,000 Houston, TX, US Charitable 2019
Rice University $5,000 Arlington, VA, US Educational 2019
Planned Parenthood Of Az $2,500 Phoenix, AZ, US Charitable 2019
Planned Parenthood Federation $2,000 New York, NY, US Charitable 2019
Northwest Harvest $2,500 Seattle, WA, US Charitable 2019
United Way Of Greater Houston $1,500 Houston, TN, US Charitable 2019
National Resources Defense Council $1,500 New York, NY, US Charitable 2019
More To Life $5,000 Knoxville, TN, US Educational 2019
Md Anderson Cancer Center $2,000 Houston, TX, US Charitable 2019
Houston Food Bank $1,000 Houston, TX, US Charitable 2019
Houston Area Women's Center $3,000 Houston, TX, US Charitable 2019
Earthjustice $2,500 San Francisco, CA, US Charitable 2019
Community Food Bank Of Southern Az $2,500 Tucson, AZ, US Charitable 2019
Center For Biological Diversity $2,000 Tucson, AZ, US Charitable 2019
Naral Pro-choice America $1,500 Washington, DC, US Charitable 2019
Uuctno More Deaths $1,000 Tucson, AZ, US Charitable 2019
Center For Biological Diversity $1,000 Tucson, AZ, US Charitable 2017
Community Food Bank Of Southern Az $2,000 Tucson, AZ, US Charitable 2017
Earthjustice $2,500 San Francisco, CA, US Charitable 2017
Houston Area Women's Center $3,000 Houston, TX, US Charitable 2017
Houston Food Bank $1,000 Houston, TX, US Charitable 2017
More To Life $5,000 Knoxville, TN, US Educational 2017
National Resources Defense Council $1,500 New York, NY, US Charitable 2017
Northwest Harvest $2,500 Seattle, WA, US Charitable 2017
Planned Parenthood Federation $2,500 New York, NY, US Charitable 2017
Planned Parenthood Of Az $2,000 Phoenix, AZ, US Charitable 2017
Rice University $5,000 Arlington, VA, US Educational 2017
Salvation Army Of Massachusetts $1,000 Houston, TX, US Charitable 2017
Shriner's Children's Hospital Houston $1,000 Houston, TX, US Charitable 2017
Southern Poverty Law Center $1,000 Montgomery, AL, US Charitable 2017
The Nature Conservancy $1,000 Boston, MA, US Charitable 2017
Theater Under The Stars $1,000 Houston, TX, US Educational 2017
Trinity University $1,000 San Antonio, TX, US Educational 2017
United Negro College Fund $1,000 Fairfax, VA, US Educational 2017
Aclu Foundation $1,500 New York, NY, US Religious 2017
United Way Of Greater Houston $1,500 Houston, TN, US Charitable 2017
Naral Pro-choice America $1,000 Washington, DC, US Charitable 2017
Uuctno More Deaths $1,000 Tucson, AZ, US Charitable 2017
Emerge Center Against Domestic Abuse $1,000 Tucson, AZ, US Charitable 2017
Center For Biological Diversity $1,000 Tucson, AZ, US Charitable 2016
Community Food Bank Of Southern Az $2,000 Tucson, AZ, US Charitable 2016
Earthjustice $2,500 San Francisco, CA, US Charitable 2016
Houston Area Women's Center $3,000 Houston, TX, US Charitable 2016
Houston Food Bank $1,000 Houston, TX, US Charitable 2016
More To Life $5,000 Knoxville, TN, US Educational 2016
National Resources Defense Council $1,500 New York, NY, US Charitable 2016
Northwest Harvest $2,500 Seattle, WA, US Charitable 2016
Planned Parenthood Federation $2,500 New York, NY, US Charitable 2016
Planned Parenthood Of Az $2,000 Phoenix, AZ, US Charitable 2016
Rice University $5,000 Arlington, VA, US Educational 2016
Salvation Army Of Massachusetts $1,000 Houston, TX, US Charitable 2016
Shriner's Children's Hospital Houston $1,000 Houston, TX, US Charitable 2016
Southern Poverty Law Center $1,000 Montgomery, AL, US Charitable 2016
The Nature Conservancy $1,000 Boston, MA, US Charitable 2016
Theater Under The Stars $1,000 Houston, TX, US Educational 2016
Trinity University $1,000 San Antonio, TX, US Educational 2016
United Negro College Fund $1,000 Fairfax, VA, US Educational 2016
Oxfam America $1,000 Boston, MA, US Charitable 2016
Aclu Foundation $1,500 New York, NY, US Religious 2016
United Way Of Greater Houston $1,500 Houston, TN, US Charitable 2016
Naral Pro-choice America $1,000 Washington, DC, US Charitable 2016
Uuctno More Deaths $1,000 Tucson, AZ, US Charitable 2016
Beth Israel Deaconess Medical Center $1,000 Boston, MA, US Medical & Scientific 2015
Brigham & Women's Hospital $1,000 Boston, MA, US Medical & Scientific 2015
Center For Biological Diversity $1,000 Tucson, AZ, US Charitable 2015
Community Food Bank Of Southern Az $2,000 Tucson, AZ, US Charitable 2015
Cottonwood Gulch Foundation $1,000 Albuquerque, NM, US Charitable 2015
Earthjustice $2,000 San Francisco, CA, US Charitable 2015
Houston Area Women's Center $3,000 Houston, TX, US Charitable 2015
Houston Food Bank $1,000 Houston, TX, US Charitable 2015
More To Life $5,000 Knoxville, TN, US Educational 2015
National Resources Defense Council $1,500 New York, NY, US Charitable 2015
Native Seedssearch $1,000 Tucson, AZ, US Charitable 2015
Northwest Harvest $2,500 Seattle, WA, US Charitable 2015
Planned Parenthood Federation $2,500 New York, NY, US Charitable 2015
Planned Parenthood Of Az $2,000 Phoenix, AZ, US Charitable 2015
Rice University $5,000 Arlington, VA, US Educational 2015
Salvation Army Of Massachusetts $1,000 Houston, TX, US Charitable 2015
Shriner's Children's Hospital Houston $1,000 Houston, TX, US Charitable 2015
Southern Poverty Law Center $1,500 Montgomery, AL, US Charitable 2015
The Nature Conservancy $1,000 Boston, MA, US Charitable 2015
Theater Under The Stars $1,000 Houston, TX, US Educational 2015
United Negro College Fund $1,000 Fairfax, VA, US Educational 2015
Trinity University $1,000 San Antonio, TX, US Educational 2015
Aldea $1,000 New York, NY, US Charitable 2015

Foundations Similar to Gertrude & Edward Swartz Charitable Tr

Discover 5 foundations with comparable assets ($1,349,614-$1,359,668), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 04-3351086 | 307 grants awarded
$1,349,614
(≈ Similar)
$1,500
median grant
Pembroke, MA
Same state
100%
Excellent match

EIN: 38-7104068 | 35 grants awarded
$1,353,076
(≈ Similar)
$1,800
median grant
Marston Mills, MA
Same state
100%
Excellent match

EIN: 05-6069697 | 389 grants awarded
$1,356,362
(≈ Similar)
$1,000
median grant
Boston, MA
Same state
100%
Excellent match

EIN: 22-3115000 | 54 grants awarded
$1,357,922
(≈ Similar)
$1,000
median grant
Vineyard Haven, MA
Same state
100%
Excellent match

EIN: 87-6840200 | 32 grants awarded
$1,359,668
(≈ Similar)
$3,250
median grant
Worcester, MA
Same state
100%
Excellent match

Contact Information

Official contact details for Gertrude & Edward Swartz Charitable Tr as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 04-6045528
Website N/A
Address 70 WALNUT STREET Wellesley, MA 02481-2135

Key People (4)

Board members, trustees, and key staff who oversee Gertrude & Edward Swartz Charitable Tr's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Deborah L Swartz
Trustee Elizabeth J Swartz
Trustee Michael D Swartz
Trustee Richard J Swartz

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Gertrude & Edward Swartz Charitable Tr is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated May 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.