# Swartz Foundation Trust

Swartz Foundation Trust is an Endowment / Foundation based in New York, United States.

## Overview

- **Organization type:** Endowment / Foundation
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, New York, United States
- **Founded:** 1993
- **Assets under management:** <$100M (Altss estimate)
- **Website:** https://swartzandassociates.com
- **LinkedIn:** https://www.linkedin.com/company/swartz-and-associates

## Regulatory record

- **Reports private funds:** No

## About

Established in 1993, the Swartz Foundation Trust operates as a private 501(c)(3) organization based in New York. The foundation directs its resources toward religious, educational, charitable, scientific, and literary purposes — a broad mandate that has translated into a concentrated grantmaking program. Last year, the trust made 61 grants, including a disbursement to Harvard Divinity School, signaling a specific institutional focus within theological education. The foundation pursues an unconventional dual-track strategy, combining traditional philanthropy with direct venture capital investments. The geographic footprint remains centered on the United States, with grantmaking activity concentrated in the Northeast. With estimated total assets under $100 million, the Swartz Foundation Trust sits among the smaller endowed foundations by capital base. No publicly disclosed adjacent vehicles, donor-advised funds, or club memberships have been identified as linked to the trust. The structural differentiator is the trust's integrated balance-sheet approach — a single pool of capital funds both charitable grants and venture investments, without the formal separation between program-related investments and a traditional endowment portfolio typical of larger foundations. This architecture gives the trust flexibility to treat mission-aligned venture positions as an extension of its charitable purpose rather than a siloed financial exercise.

## Sectors

- Education
- Healthcare Services
- Venture Capital

## Questions

### What size is the Swartz Foundation Trust relative to other private foundations?

Altss estimates the trust's total assets under $100 million, placing it in the bottom tier of institutional foundations by asset base. For comparison, the largest US private foundations hold tens of billions. This capital scale shapes the trust's investment posture — smaller check sizes, earlier-stage venture exposure, and a lean operational footprint without the bureaucratic layers of large endowments.

## Related profiles

- [Roger Williams University](https://altss.com/profile/roger-williams-university)
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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/swartz-foundation-trust

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology