Swartz Foundation Ua 110594
- Assets
- $6.2m
- Revenue
- $1.2m
- Investments
- $5.5m
- Employees
- 0
- Location
- Lloyd Harbor, NY
- Founding
- 01/1996
- Data as of
- 10/2022
- EIN
- 11-6447242
Organization Overview
Swartz Foundation Ua 110594 is located in Lloyd Harbor, NY. The organization was established in 1996. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Swartz Foundation Ua 110594 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 10/2022, Swartz Foundation Ua 110594 generated $1.2m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 4.2% each year. All expenses for the organization totaled $1.7m during the year ending 10/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Swartz Foundation Ua 110594 has awarded 71 individual grants totaling $10,164,424. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
FUNDED RESEARCH IN THE FIELDS OF APPLIED SCIENCE AND ENGINEERING CONDUCTED BY RESEARCHERS AT THE UNIVERSITY OF CALIFORNIA, SAN DIEGO.
FUNDED RESEARCH IN THE FIELD OF COMPUTATIONAL NEUROSCIENCE CONDUCTED BY SCIENTISTS AT YALE UNIVERSITY.
FUNDED RESEARCH IN THE FIELD OF COMPUTATIONAL NEUROSCIENCE CONDUCTED BY SCIENTISTS AT COLD SPRING HARBOR LABORATORY.
FUNDED RESEARCH IN THE FIELD OF COMPUTATIONAL NEUROSCIENCE CONDUCTED BY SCIENTISTS AT EIGHT OTHER UNIVERSITIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
James P King Trustee | 2.5 | $0 | |
Dr Jerome Swartz Trustee | 5 | $0 | |
Joshua Swartz Trustee | 5 | $0 | |
Shanah Swartz Gordon Trustee | 1 | $0 | |
Nathan Blumberg Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Morgan Stanley | 10/30/22 | $53,251 |
Joseph Katz | 10/30/22 | $45,000 |
Certilman Balin Adler & Hyman Llp | 10/30/22 | $2,256 |
Francis Morales | 10/30/22 | $280 |
Terrence Sejnowski | 10/30/22 | $12,500 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $157,810 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,070,367 |
| Capital Gain Net Income | $1,070,367 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $978 |
| Total Revenue | $1,229,155 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $1,192 |
| Taxes | $4,558 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $46,436 |
| Printing and publications | $0 |
| Other expenses | $62,274 |
| Total operating and administrative expenses | $181,839 |
| Contributions, gifts, grants paid | $1,564,069 |
| Total expenses and disbursements | $1,745,908 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $422,250 |
| Savings and temporary cash investments | $286,669 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $673,738 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $6,224,411 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Swartz Foundation Ua 110594 has awarded $1,564,069 in support to 11 organizations.
| Grant Recipient | Amount |
|---|---|
UNIV OF CALIF SAN DIEGO PURPOSE: FUND RESEARCH | $360,000 |
New Haven, CT PURPOSE: FUND RESEARCH | $257,894 |
Cold Spring Harbor, NY PURPOSE: FUND RESEARCH | $135,000 |
Waltham, MA PURPOSE: FUND RESEARCH | $135,000 |
Cambridge, MA PURPOSE: FUND RESEARCH | $135,000 |
PRINCETON UNIVERSITY PURPOSE: FUND RESEARCH | $127,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
John R Oishei Foundation Buffalo, NY | $294,151,477 | $18,357,929 |
Lor Foundation Inc West Chester, PA | $352,392,197 | $12,888,892 |
Grable Foundation Pittsburgh, PA | $386,701,292 | $35,946,563 |
Connelly Foundation West Conshohocken, PA | $387,913,026 | $27,891,431 |
American Express Foundation New York, NY | $66,234,265 | $62,922,703 |
Essel Foundation Inc Purchase, NY | $100,106,056 | $12,292,478 |
Beth And Ravenel Curry Foundation New York, NY | $0 | $44,744,046 |
Kz Family Foundation New York, NY | $10,936,301 | $30,139,672 |
The Freeman Foundation P-01644-00-7 New York, NY | $343,405,683 | $35,941,951 |
Hearst Foundation Inc New York, NY | $439,249,947 | $42,040,987 |
Tansy Charitable Foundation New York, NY | $325,076,608 | $77,631,295 |
Gordon & Llura Gund Foundation Princeton, NJ | $18,024,465 | $6,191,436 |