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Nonprofit · EIN 04-3255974

SWARTZ FOUNDATION

Also known as SHAPIRO ROBERT N TTEE

Tax-exempt · NEWTON, MA 02462

Financials

$11.6M$10.2M2023$23.7M$13.3M2024
Revenue Expenses · by fiscal year end
Financials of SWARTZ FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$23,722,214$13,328,988$10,393,226$220,801,315$0$220,801,315
December 31, 2023990-PF$11,556,492$10,202,308$1,354,184$210,367,347$0$210,367,347
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$5,591,639
Interest
$1,786
Net gain from sales of assets
$17,743,196
Other income
$385,593

Expenses

Grants and similar amounts paid
$9,788,659
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$197,434
Disbursements for charitable purposes
$10,291,550
Excise tax on investment income
$291,717

Balance sheet and other

Total assets, start of year
$210,367,347
Total assets, end of year
$220,801,315
Total liabilities, end of year
$0
Net assets, end of year
$220,801,315
Fair market value of assets
$270,214,556
Qualifying distributions
$10,291,550
Net investment income
$23,210,229

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
MICOL DEBASH
113 DIZENGOFF ST, TEL AVIV, 6439712, IS
IMPACT MANAGER
Highest-paid employee
42.5$92,760$16,323
SIDNEY W SWARTZ
FWP 2310 WASHINGTON ST 3RD FLOOR, NEWTON, MA 02462
TRUSTEE1$0$0
JEFFREY SWARTZ
FWP 2310 WASHINGTON ST 3RD FLOOR, NEWTON, MA 02462
TRUSTEE1$0$0
JUDITH SWARTZ
FWP 2310 WASHINGTON ST 3RD FLOOR, NEWTON, MA 02462
TRUSTEE1$0$0
DANIEL SWARTZ
FWP 2310 WASHINGTON ST 3RD FLOOR, NEWTON, MA 02462
OFFICER - DRE40$0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
SIDNEY W SWARTZ
FWP 2310 WASHINGTON ST 3RD FLOOR, NEWTON, MA 02462
TRUSTEE1$0
JEFFREY SWARTZ
FWP 2310 WASHINGTON ST 3RD FLOOR, NEWTON, MA 02462
TRUSTEE1$0
JUDITH SWARTZ
FWP 2310 WASHINGTON ST 3RD FLOOR, NEWTON, MA 02462
TRUSTEE1$0
DANIEL SWARTZ
FWP 2310 WASHINGTON ST 3RD FLOOR, NEWTON, MA 02462
OFFICER - DRE1$0

Address and contacts

Address (IRS master file)
CO FWP 2310 WASHINGTON ST 3RD FL, NEWTON, MA 02462-0000
In care of
% FWP
Signed the 990-PF
SIDNEY SWARTZ, TRUSTEE
Phone
(617) 602-1901
Return prepared by
DAIGLE & ASSOCIATES LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-3255974
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$220,801,315
Income (IRS master file)
$33,552,928

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$23,722,214$13,328,988$220,801,315IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$11,556,492$10,202,308$210,367,347XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020$12,876,168$9,226,547$176,638,868IRS
990-TDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3255974).

Questions about SWARTZ FOUNDATION

What is the EIN of SWARTZ FOUNDATION?
The employer identification number (EIN) of SWARTZ FOUNDATION is 04-3255974.
Is SWARTZ FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to SWARTZ FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SWARTZ FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SWARTZ FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SWARTZ FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of SWARTZ FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $92,760 (MICOL DEBASH, IMPACT MANAGER).
How much revenue does SWARTZ FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $23,722,214, expenses of $13,328,988 and total assets of $220,801,315 at year end.

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