Private Foundation

GERTRUDE & EDWARD SWARTZ CHARITABLE TR C/O GILMOREREES & CARLSON

GERTRUDE & EDWARD SWARTZ CHARITABLE TR C/O GILMOREREES & CARLSON is a Private Foundation headquartered in WELLESLEY, MA. Financial data from the 2025 filing: $177K revenue, $86K expenses, $424K total assets. IRS filings disclose 215 grants awarded by this foundation, totaling roughly $481K.

EIN: 046045528 WELLESLEY, MA Latest filing: 2025

Total Revenue$177K

Total Expenses$86K

Total Assets$424K

Grants Given215

Grant Total$481K

Filing Years2021–2025

Sample Grants Given

RICE UNIVERSITY

ARLINGTON, VA · 2024

EDUCATIONAL

$5,000

MORE TO LIFE

KNOXVILLE, TN · 2024

EDUCATIONAL

$5,000

HOUSTON AREA WOMEN'S CENTER

HOUSTON, TX · 2024

CHARITABLE

$4,000

ALCU FOUNDATION

NEW YORK, NY · 2024

RELIGIOUS

$4,000

MD ANDERSON CANCER CENTER

HOUSTON, TX · 2024

CHARITABLE

$3,500

Showing up to 5 of 215 total records — full history available with membership.

Officers & Directors

TRUSTEE Deborah L Swartz

TRUSTEE Elizabeth J Swartz

TRUSTEE Michael D Swartz

TRUSTEE Richard J Swartz

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHARITABLE

$324,000 156 grants

EDUCATIONAL

$112,000 40 grants

RELIGIOUS

$20,000 9 grants

educational

$7,000 3 grants

charitable

$7,000 4 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$177K	$86K	$424K
2024	$172K	$76K	$333K
2023	$95K	$72K	$237K
2022	$44K	$72K	$214K
2021	$56K	$76K	$242K

Between 2021 and 2025, reported annual revenue grew from $56K to $177K (+215%), with total assets most recently reported at $424K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AL, AZ, CA, DC, FL, MA, and 4 other states.

ALAZCADCFLMANYTNTXVA

Full geographic grant map with state-by-state breakdown available with membership.

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