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research dossier

The Swartz Foundation

Lloyd Harbor, NY · EIN 116447242 · Form 990PF · FY2024 · NTEE T20J · Philanthropy & Grantmaking · Small ($100K-$1M)
revenue
$444K
expenses
$91K
net assets
$2.9M
employees
profile · synthesized from sources

The Swartz Foundation is a private foundation based in Lloyd Harbor, NY, focused on funding scientific research and educational initiatives. The organization supports research programs at major academic institutions including MIT, Harvard, Yale, and the Salk Institute. It also provides scholarship funding through select educational organizations.

named programs · 2 · from sources

What they call their work

Fund Research
Supports neuroscience and computational biology research at leading academic and research institutions across the United States
Scholarship Fund
Provides financial support to students through the Brearley School scholarship program in New York City
activities · 3 groups

What they do

  • Donor-Advised Fund Grantmaking 1 activity
    • Funding research through donor-advised funds
      The Swartz Foundation channels grantmaking to support research via the Shanah Swartz-Gordon Fidelity DAF.
  • Local High School Scholarship Programs 1 activity
    • Funding scholarships
      The Swartz Foundation awards grants for scholarships at The Brearley School.
  • Multi-Institution Scholarship Funding 1 activity
    • Funding scientific and academic research
      The Swartz Foundation awards grants to support research at academic and scientific institutions, including Massachusetts Institute of Technology, Harvard University, Yale University, New York University, Brandeis University, Cold Spring Harbor Laboratory, The Salk Institute, University of California San Diego, and University of Notre Dame.
financials · form 990PF · fy2024
revenue
Total revenue$444K
Contributions & grants
Program service revenue
Investment income$30K7%
Other revenue$413K
expenses
Total expenses$91K
Program expenses
Admin / overhead
Fundraising
Salaries & benefits$25K
Grants paid out$1.02M
balance sheet
Total assets$2.89M
Cash
Investments
Liabilities
Net assets$2.89M
5 years on record · 2019–2024 · YoY revenue +1.6%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 1
NameTitleHours/wkCompensation
James P King Trustee 5 $25K
board members · 4
  • Dr Jerome Swartz — Trustee
  • Joshua Swartz — Trustee
  • Nathan Blumberg — Trustee
  • Shanah Swartz Gordon — Trustee
relationships · 11

Who they work with

  • Brandeis University Partner — Funds research at the university.
  • Cold Spring Harbor Laboratory Partner — Funds research at the laboratory.
  • Harvard University Partner — Funds research at the university.
  • Massachusetts Institute of Technology Partner — Funds research at the institution.
  • New York University Partner — Funds research at the university.
  • Shanah Swartz-Gordon Fidelity DAF Partner — Funds research through this donor-advised fund.
  • The Brearley School Partner — Funds scholarships at the school.
  • The Salk Institute Partner — Funds research at the institute.
  • University of California San Diego Partner — Funds research at the university.
  • University of Notre Dame Partner — Funds research at the university.
  • Yale University Partner — Funds research at the university.
strategies · 2

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Education Access Through Scholarships
    methodology: scholarship_granting
    By providing scholarship funding for private schools, we increase educational access and opportunity, because financial barriers are a primary constraint to equitable participation in quality education.
  • Research-Focused Grantmaking
    methodology: research_funding
    By funding research initiatives at universities and research institutions, we advance scientific and academic knowledge, because targeted financial support enables high-impact discovery and innovation.