FURP.ORG / PUBLIC DATA EXPLORER

SWARTZ FOUNDATION

Cite this

Plain text SWARTZ FOUNDATION. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/043255974. Retrieved 2026-10-21.

APA furp.org. (n.d.). SWARTZ FOUNDATION [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 21, 2026, from https://furp.org/org/043255974

MLA “SWARTZ FOUNDATION.” furp.org, tax years 2020–2024, https://furp.org/org/043255974. Accessed 21 Oct. 2026.

Retrieved 2026-10-21; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $23.7M · expenses $13.3M · assets $220.8M

EIN
04-3255974
Address
CO FWP 2310 WASHINGTON ST 3RD FL, NEWTON, MA 02462-0000
NTEE code
T22Z
Subsection
501(c)(3)
Ruling year
1995
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Micol Debash IMPACT MANAGER2024 $111,385$111,385 1
Robert N Shapiro - Compensation Is (former) TRUSTEE2020-2021 $323,546$600,036 1

Officers and directors, no compensation reported

5 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Sidney W Swartz TRUSTEE2021-2024 1 $0 reported 1
Jeffrey Swartz TRUSTEE2021-2024 1 $0 reported 1
Judith Swartz TRUSTEE2021-2024 1 $0 reported 1
Daniel Swartz OFFICER - DRE2023-2024 40 $0 reported 1
Sydney W Swartz (former) TRUSTEE2020 1 $0 reported 1

People by year

2024 · 5 people listed · 1 paid, $111K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICOL DEBASH IMPACT MANAGER42 $92,760-$18,625 $111,3851
SIDNEY W SWARTZ TRUSTEE1 $0-$0 $01
JEFFREY SWARTZ TRUSTEE1 $0-$0 $01
JUDITH SWARTZ TRUSTEE1 $0-$0 $01
DANIEL SWARTZ OFFICER - DRE40 $0-$0 $01
2023 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SIDNEY W SWARTZ TRUSTEE1 $0-$0 $01
JEFFREY SWARTZ TRUSTEE1 $0-$0 $01
JUDITH SWARTZ TRUSTEE1 $0-$0 $01
DANIEL SWARTZ OFFICER - DRE1 $0-$0 $01
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SIDNEY W SWARTZ TRUSTEE1 $0-$0 $01
JEFFREY SWARTZ TRUSTEE1 $0-$0 $01
JUDITH SWARTZ TRUSTEE1 $0-$0 $01
2021 · 4 people listed · 1 paid, $324K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT N SHAPIRO - COMPENSATION IS TRUSTEE1 $323,546-$0 $323,5461
SIDNEY W SWARTZ TRUSTEE1 $0-$0 $01
JEFFREY SWARTZ TRUSTEE1 $0-$0 $01
JUDITH SWARTZ TRUSTEE1 $0-$0 $01
2020 · 2 people listed · 1 paid, $276K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT N SHAPIRO - COMPENSATION IS TRUSTEE1 $276,490-$0 $276,4901
SYDNEY W SWARTZ TRUSTEE1 $0-$0 $01

Highest-paid independent contractors

2024 · 4 contractors · $557K
NameLocationServicePaid
FIDUCIARY WEALTH PARTNERS LLCNEWTON, MAINVESTMENT MANAGEMENT$215,421
CHOATE HALL & STEWART LLPBOSTON, MALEGAL$158,327
DAIGLE & ASSOCIATES LLPSTONEHAM, MATAX$111,230
TAL BECKERJERUSALEMIMPACT MANAGEMENT$71,577
2023 · 4 contractors · $472K
NameLocationServicePaid
BATTERY GLOBAL ADVISORSBOSTON, MAFAMILY OFFICE SERVICES$164,863
FIDUCIARY WEALTH ADVISORSNEWTON, MAINVESTMENT MANAGEMENT$158,831
DAIGLE & ASSOCIATES LLPBOSTON, MATAX$82,035
COMMUNITY CAPITAL MANAGEMENT INCWESTON, FLINVESTMENT MANAGEMENT$66,525
2022 · 5 contractors · $712K
NameLocationServicePaid
BATTERY GLOBAL ADVISORSBOSTON, MAINVESTMENT MANAGEMENT$228,149
ROPES & GRAY LLPBOSTON, MALEGAL & INVESTMENT MANAGEMENT$205,920
FIDUCIARY WEALTH ADVISORSBOSTON, MAINVESTMENT$148,420
COMMUNITY CAPITAL MANAGEMENT INCWESTON, FLINVESTMENT$71,997
DAIGLE & ASSOCIATES LLPBOSTON, MATAX$57,300
2021 · 5 contractors · $415K
NameLocationServicePaid
FIDUCIARY WEALTH ADVISORSBOSTON, MAINVESTMENT$160,267
COMMUNITY CAPITAL MANAGEMENT INCWESTON, FLINVESTMENT$101,435
BATTERY GLOBAL ADVISORSBOSTON, MAINVESTMENT MANAGEMENT$60,028
DAIGLE & ASSOCIATES LLPBOSTON, MATAX$52,950
ROPES & GRAY LLPBOSTON, MAACCOUNTING & LEGAL$40,800
2020 · 3 contractors · $290K
NameLocationServicePaid
FIDUCIARY WEALTH ADVISORSBOSTON, MAINVESTMENT$115,088
COMMUNITY CAPITAL MANAGEMENT INCWESTON, FLINVESTMENT$96,826
ROPES & GRAY LLPBOSTON, MAACCOUNTING & LEGAL$78,460

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 15 grants to organizations · $9.8M
2023 · 16 grants to organizations · $7.2M
2022 · 13 grants to organizations · $735K
2021 · 29 grants to organizations · $4.2M
2020 · 32 grants to organizations · $8.3M

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2022 · 1 contributor · $5.5M
#ContributorTypeCity, stateTotalNoncashSource
1 SIDNEY W SWARTZ Person DELRAY, FL $5,500,000$5,500,000 Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $80K
#ContributorTypeCity, stateTotalNoncashSource
1 SIDNEY W SWARTZ Person DELRAY, FL $80,485$8,605,580 Form 990PF Sch. B, 2021 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$23,722,214$13,328,988 $220,801,315$220,801,315 $0- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$11,556,492$10,202,308 $210,367,347$210,367,347 $0- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$17,509,121$1,852,118 $195,438,630$195,438,630 $3,739,739- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$21,718,732$5,579,526 $192,978,017$192,978,017 $80,485- $323,546--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$12,876,168$9,226,547 $176,638,868$176,638,868 -- $276,490--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
COMET FOUNDATIONMAT22 $12,039,848$3,296,598 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state, similar name
TINA SNIDER FOUNDATIONMAT22 $33,516,802$2,986,221 PRESIDENT$141,923 Same NTEE code T22, revenue within 2x, same state, similar name
SHIPLEY FOUNDATION INCMAT22 $13,659,454$11,640,956 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state, similar name
THE JAKET FOUNDATIONMAT22 $22,515,167$19,422,583 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
GAVIN FOUNDATION INCMAT22 $28,888,971$25,067,234 PRESIDENT/CEO (UNTIL 7/24)$445,085 Same NTEE code T22, revenue within 2x, same state
YAWKEY FOUNDATION IIMAT22 $36,036,842$24,775,322 TRUSTEE / CHIEF EXECUTIVE OFFICER$600,053 Same NTEE code T22, revenue within 2x, same state
CASEY & FAMILY FOUNDATIONMAT22 $36,291,801$13,203,866 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
CHARLES H HOOD FOUNDATIONMAT22 $28,190,532$3,159,061 PRESIDENT AND TREASURER$0 Same NTEE code T22, revenue within 2x, same state
THOMAS G EVANS FOUNDATIONMAT22 $13,052,812$604,476 TRUSTEE$27,923 Same NTEE code T22, revenue within 2x, same state
IRENE E AND GEORGE A DAVIS FOUNDATIONMAT22 $19,917,255$10,460,868 EXEC DIR$277,124 Same NTEE code T22, revenue within 2x, same state
SIDNEY AND DEANNA WOLK CHARITABLE FOUNDATIONMAT22 $15,776,132$1,557,906 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
THE ROBERT AND MICHELLE COOKE ATCHINSON FOUNDATIONMAT22 $32,169,258$7,946,719 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
THE ROBERT AND CYNTHIA MARR CHARITABLE FOUNDATIONMAT22 $34,815,777$1,305,233 TRUSTEE$93,164 Same NTEE code T22, revenue within 2x, same state
JOSEPHINE AND LOUISE CRANEFOUNDATIONMAT22 $14,800,690$5,177,733 DIRECTOR, PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
FLOCK INCMAT22 $43,883,910$25,300,373 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
SDA FOUNDATIONNYT22 $17,889,421$448,823 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
SHP FOUNDATIONCAT22 $12,827,460$5,569,199 SECRETARY, DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
ERIC SCHWARTZ FAM FOUNDATIONIAT22 $13,206,644$4,176,468 PRESIDENT/TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
SAMIS FOUNDATIONWAT22 $16,645,587$14,542,674 CHIEF EXECUTIVE OFFICER$207,162 Same NTEE code T22, revenue within 2x, similar name
JVZ FOUNDATIONNYT22 $20,109,012$3,233,402 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
SAHSEN FOUNDATIONWAT22 $16,109,960$7,493,349 DIRECTOR/PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
PWB FOUNDATIONCAT22 $14,849,149$24,266,892 DIRECTOR AND CEO$0 Same NTEE code T22, revenue within 2x, similar name
W&H FOUNDATIONTNT22 $14,276,398$2,322,699 DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
THE SHS FOUNDATIONNYT22 $18,531,359$7,418,408 MANAGER$400,000 Same NTEE code T22, revenue within 2x, similar name
ST2 FOUNDATION INCFLT22 $30,588,283$71,802 Director$0 Same NTEE code T22, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
COLUMBUS FOUNDATION DAF sponsor$89,995,31123 12018–2024 HUNTINGTON FOUNDATION
ORANGE COUNTY COMMUNITY FOUNDATION DAF sponsor$74,937,50812 22014–2024 THE PIMCO FOUNDATION; SUN FAMILY FOUNDATION
SNIDER FOUNDATION Private foundation$64,416,5666 22024–2024 CRAIG SNIDER FOUNDATION; LINDY SNIDER FOUNDATION
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$11,669,0003 22015–2024 THE 1440 FOUNDATION; GAVIN FOUNDATION INC
MIRAMAR CHARITABLE FOUNDATION Private foundation$1,626,83210 12020–2023 SCRIPPS-HOWARD FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$1,299,40010 32019–2024 GAVIN FOUNDATION INC; THE PIMCO FOUNDATION; THE 1440 FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$838,26211 32016–2024 GAVIN FOUNDATION INC; THE PIMCO FOUNDATION; THE 1440 FOUNDATION
ADAM R SCRIPPS FOUNDATION Private foundation$720,0009 12023–2024 SCRIPPS-HOWARD FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$458,22510 42017–2024 THE PIMCO FOUNDATION; THE 1440 FOUNDATION; GAVIN FOUNDATION INC; FRIENDSHIP FOUNDATION
JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY DAF sponsor$272,0002 12017–2018 THE PIMCO FOUNDATION
GATES FOUNDATION Private foundation$250,0002 12018–2019 RAIKES FOUNDATION
GREATER CINCINNATI FOUNDATION DAF sponsor$219,5005 12017–2023 SCRIPPS-HOWARD FOUNDATION
WILLIAM & FLORA HEWLETT FOUNDATION Private foundation$180,0003 12017–2019 ELBRIDGE STUART FOUNDATION
EAST BAY COMMUNITY FOUNDATION DAF sponsor$135,8622 12022–2024 THE 1440 FOUNDATION
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$125,0002 12022–2024 GAVIN FOUNDATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $13,328,988 spent · pay $197,434 · grants $9,788,659 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $9,788,659 73.4%
Other expenses $2,356,934 17.7%
Taxes $395,650 3.0%
Fees: other professional $298,800 2.2%
Other salaries and wages $197,434 1.5%
Fees: legal $166,631 1.3%
Fees: accounting $124,880 0.9%
Total$13,328,988100%

View the filing

2023 · Form 990PF · $10,202,308 spent · pay $12,814 · grants $7,151,097 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $7,151,097 70.1%
Other expenses $2,034,396 19.9%
Fees: other professional $439,020 4.3%
Taxes $381,535 3.7%
Fees: legal $101,411 1.0%
Fees: accounting $82,035 0.8%
Other salaries and wages $12,814 0.1%
Total$10,202,308100%

View the filing

2022 · Form 990PF · $1,852,118 spent · pay $0 · grants $734,507 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $734,507 39.7%
Fees: other professional $616,972 33.3%
Taxes $374,545 20.2%
Fees: legal $68,227 3.7%
Fees: accounting $57,300 3.1%
Other expenses $567 0.0%
Total$1,852,118100%

View the filing

2021 · Form 990PF · $5,579,526 spent · pay $323,546 · grants $4,187,216 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $4,187,216 75.0%
Taxes $652,647 11.7%
Pay: officers, directors, trustees $323,546 5.8%
Fees: other professional $321,730 5.8%
Fees: accounting $52,950 0.9%
Fees: legal $40,800 0.7%
Other expenses $637 0.0%
Total$5,579,526100%

View the filing

2020 · Form 990PF · $9,226,547 spent · pay $276,490 · grants $8,349,454 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $8,349,454 90.5%
Taxes $309,587 3.4%
Pay: officers, directors, trustees $276,490 3.0%
Fees: other professional $211,914 2.3%
Fees: accounting $53,862 0.6%
Fees: legal $24,598 0.3%
Other expenses $642 0.0%
Total$9,226,547100%

View the filing