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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Micol Debash | IMPACT MANAGER | 2024 | $111,385 | $111,385 | 1 |
| Robert N Shapiro - Compensation Is (former) | TRUSTEE | 2020-2021 | $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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Sidney W Swartz | TRUSTEE | 2021-2024 | 1 | $0 reported | 1 |
| Jeffrey Swartz | TRUSTEE | 2021-2024 | 1 | $0 reported | 1 |
| Judith Swartz | TRUSTEE | 2021-2024 | 1 | $0 reported | 1 |
| Daniel Swartz | OFFICER - DRE | 2023-2024 | 40 | $0 reported | 1 |
| Sydney W Swartz (former) | TRUSTEE | 2020 | 1 | $0 reported | 1 |
People by year
2024 · 5 people listed · 1 paid, $111K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICOL DEBASH | IMPACT MANAGER | 42 | $92,760 | - | $18,625 | $111,385 | 1 |
| SIDNEY W SWARTZ | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| JEFFREY SWARTZ | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| JUDITH SWARTZ | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| DANIEL SWARTZ | OFFICER - DRE | 40 | $0 | - | $0 | $0 | 1 |
2023 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SIDNEY W SWARTZ | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| JEFFREY SWARTZ | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| JUDITH SWARTZ | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| DANIEL SWARTZ | OFFICER - DRE | 1 | $0 | - | $0 | $0 | 1 |
2022 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SIDNEY W SWARTZ | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| JEFFREY SWARTZ | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| JUDITH SWARTZ | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2021 · 4 people listed · 1 paid, $324K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT N SHAPIRO - COMPENSATION IS | TRUSTEE | 1 | $323,546 | - | $0 | $323,546 | 1 |
| SIDNEY W SWARTZ | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| JEFFREY SWARTZ | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| JUDITH SWARTZ | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2020 · 2 people listed · 1 paid, $276K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT N SHAPIRO - COMPENSATION IS | TRUSTEE | 1 | $276,490 | - | $0 | $276,490 | 1 |
| SYDNEY W SWARTZ | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 4 contractors · $557K
| Name | Location | Service | Paid |
|---|---|---|---|
| FIDUCIARY WEALTH PARTNERS LLC | NEWTON, MA | INVESTMENT MANAGEMENT | $215,421 |
| CHOATE HALL & STEWART LLP | BOSTON, MA | LEGAL | $158,327 |
| DAIGLE & ASSOCIATES LLP | STONEHAM, MA | TAX | $111,230 |
| TAL BECKER | JERUSALEM | IMPACT MANAGEMENT | $71,577 |
2023 · 4 contractors · $472K
| Name | Location | Service | Paid |
|---|---|---|---|
| BATTERY GLOBAL ADVISORS | BOSTON, MA | FAMILY OFFICE SERVICES | $164,863 |
| FIDUCIARY WEALTH ADVISORS | NEWTON, MA | INVESTMENT MANAGEMENT | $158,831 |
| DAIGLE & ASSOCIATES LLP | BOSTON, MA | TAX | $82,035 |
| COMMUNITY CAPITAL MANAGEMENT INC | WESTON, FL | INVESTMENT MANAGEMENT | $66,525 |
2022 · 5 contractors · $712K
| Name | Location | Service | Paid |
|---|---|---|---|
| BATTERY GLOBAL ADVISORS | BOSTON, MA | INVESTMENT MANAGEMENT | $228,149 |
| ROPES & GRAY LLP | BOSTON, MA | LEGAL & INVESTMENT MANAGEMENT | $205,920 |
| FIDUCIARY WEALTH ADVISORS | BOSTON, MA | INVESTMENT | $148,420 |
| COMMUNITY CAPITAL MANAGEMENT INC | WESTON, FL | INVESTMENT | $71,997 |
| DAIGLE & ASSOCIATES LLP | BOSTON, MA | TAX | $57,300 |
2021 · 5 contractors · $415K
| Name | Location | Service | Paid |
|---|---|---|---|
| FIDUCIARY WEALTH ADVISORS | BOSTON, MA | INVESTMENT | $160,267 |
| COMMUNITY CAPITAL MANAGEMENT INC | WESTON, FL | INVESTMENT | $101,435 |
| BATTERY GLOBAL ADVISORS | BOSTON, MA | INVESTMENT MANAGEMENT | $60,028 |
| DAIGLE & ASSOCIATES LLP | BOSTON, MA | TAX | $52,950 |
| ROPES & GRAY LLP | BOSTON, MA | ACCOUNTING & LEGAL | $40,800 |
2020 · 3 contractors · $290K
| Name | Location | Service | Paid |
|---|---|---|---|
| FIDUCIARY WEALTH ADVISORS | BOSTON, MA | INVESTMENT | $115,088 |
| COMMUNITY CAPITAL MANAGEMENT INC | WESTON, FL | INVESTMENT | $96,826 |
| ROPES & GRAY LLP | BOSTON, MA | ACCOUNTING & 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
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | SIDNEY W SWARTZ | Person | DELRAY, FL | $5,500,000 | $5,500,000 | Form 990PF Sch. B, 2022 · filing |
2021 · 1 contributor · $80K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $23,722,214 | $13,328,988 | $220,801,315 | $220,801,315 | $0 | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $11,556,492 | $10,202,308 | $210,367,347 | $210,367,347 | $0 | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $17,509,121 | $1,852,118 | $195,438,630 | $195,438,630 | $3,739,739 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $21,718,732 | $5,579,526 | $192,978,017 | $192,978,017 | $80,485 | - | $323,546 | - | - |
| 2020 · Form 990PF | ||||||||
| $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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| COMET FOUNDATION | MA | T22 | $12,039,848 | $3,296,598 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| TINA SNIDER FOUNDATION | MA | T22 | $33,516,802 | $2,986,221 | PRESIDENT | $141,923 | Same NTEE code T22, revenue within 2x, same state, similar name |
| SHIPLEY FOUNDATION INC | MA | T22 | $13,659,454 | $11,640,956 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| THE JAKET FOUNDATION | MA | T22 | $22,515,167 | $19,422,583 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| GAVIN FOUNDATION INC | MA | T22 | $28,888,971 | $25,067,234 | PRESIDENT/CEO (UNTIL 7/24) | $445,085 | Same NTEE code T22, revenue within 2x, same state |
| YAWKEY FOUNDATION II | MA | T22 | $36,036,842 | $24,775,322 | TRUSTEE / CHIEF EXECUTIVE OFFICER | $600,053 | Same NTEE code T22, revenue within 2x, same state |
| CASEY & FAMILY FOUNDATION | MA | T22 | $36,291,801 | $13,203,866 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| CHARLES H HOOD FOUNDATION | MA | T22 | $28,190,532 | $3,159,061 | PRESIDENT AND TREASURER | $0 | Same NTEE code T22, revenue within 2x, same state |
| THOMAS G EVANS FOUNDATION | MA | T22 | $13,052,812 | $604,476 | TRUSTEE | $27,923 | Same NTEE code T22, revenue within 2x, same state |
| IRENE E AND GEORGE A DAVIS FOUNDATION | MA | T22 | $19,917,255 | $10,460,868 | EXEC DIR | $277,124 | Same NTEE code T22, revenue within 2x, same state |
| SIDNEY AND DEANNA WOLK CHARITABLE FOUNDATION | MA | T22 | $15,776,132 | $1,557,906 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| THE ROBERT AND MICHELLE COOKE ATCHINSON FOUNDATION | MA | T22 | $32,169,258 | $7,946,719 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| THE ROBERT AND CYNTHIA MARR CHARITABLE FOUNDATION | MA | T22 | $34,815,777 | $1,305,233 | TRUSTEE | $93,164 | Same NTEE code T22, revenue within 2x, same state |
| JOSEPHINE AND LOUISE CRANEFOUNDATION | MA | T22 | $14,800,690 | $5,177,733 | DIRECTOR, PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| FLOCK INC | MA | T22 | $43,883,910 | $25,300,373 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| SDA FOUNDATION | NY | T22 | $17,889,421 | $448,823 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, similar name |
| SHP FOUNDATION | CA | T22 | $12,827,460 | $5,569,199 | SECRETARY, DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, similar name |
| ERIC SCHWARTZ FAM FOUNDATION | IA | T22 | $13,206,644 | $4,176,468 | PRESIDENT/TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, similar name |
| SAMIS FOUNDATION | WA | T22 | $16,645,587 | $14,542,674 | CHIEF EXECUTIVE OFFICER | $207,162 | Same NTEE code T22, revenue within 2x, similar name |
| JVZ FOUNDATION | NY | T22 | $20,109,012 | $3,233,402 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, similar name |
| SAHSEN FOUNDATION | WA | T22 | $16,109,960 | $7,493,349 | DIRECTOR/PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, similar name |
| PWB FOUNDATION | CA | T22 | $14,849,149 | $24,266,892 | DIRECTOR AND CEO | $0 | Same NTEE code T22, revenue within 2x, similar name |
| W&H FOUNDATION | TN | T22 | $14,276,398 | $2,322,699 | DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, similar name |
| THE SHS FOUNDATION | NY | T22 | $18,531,359 | $7,418,408 | MANAGER | $400,000 | Same NTEE code T22, revenue within 2x, similar name |
| ST2 FOUNDATION INC | FL | T22 | $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).
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
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $13,328,988 | 100% |
2023 · Form 990PF · $10,202,308 spent · pay $12,814 · grants $7,151,097 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $10,202,308 | 100% |
2022 · Form 990PF · $1,852,118 spent · pay $0 · grants $734,507 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $1,852,118 | 100% |
2021 · Form 990PF · $5,579,526 spent · pay $323,546 · grants $4,187,216 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $5,579,526 | 100% |
2020 · Form 990PF · $9,226,547 spent · pay $276,490 · grants $8,349,454 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $9,226,547 | 100% |