Swartz Foundation, Shapiro Robert N Ttee in Boston, Massachusetts (MA)

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Swartz Foundation, Shapiro Robert N Ttee
Employer Identification Number (EIN)043255974
Name of OrganizationSwartz Foundation
Secondary NameShapiro Robert N Ttee
In Care of NameRopes & Gray Llp
Address800 Boylston St, Boston, MA 02199-8001
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date09/1995
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationAssociation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2011
Assets$50,000,000 to greater
Income$50,000,000 to greater
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$227,336,863
Amount of Income$212,510,432
Form 990 Revenue Amount$115,247,516
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2011: $212,510,432 (it was $42,578,059 in 2010)
Swartz Foundation, Shapiro Robert N Ttee: 

 $212,510,432
Other organizations performing similar types of work: 

 $109,612

Assets in 2011: $227,336,863 (it was $131,805,497 in 2010)
This organization: 

 $227,336,863
Other organizations performing similar types of work: 

 $459,695

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$115,247,516$115,415,260$0
Contributions, gifts, grants, etc., received$76,870,000
Interest on savings and temporary cash investments$11,277
Dividends and interest from securities$1,554,223
Gross rents$0
Gross profit from sales of goods$0
Other income$133,444
Other$36,678,572
Total expenses and disbursements$16,896,046$1,671,512$0$16,025,967
Compensation of officers, directors, trustees, etc.$257,882
Total operating and administrative expenses$1,004,261$1,671,512$134,182
Contributions, gifts, grants paid$15,891,785
Excess of revenue over expenses and disbursements$98,351,470
Net investment income$113,743,748
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$227,336,863$234,201,255
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$3,609,130
Investments-corporate stock$27,431,251
Investments-corporate bonds$9,607,704
Investments-mortgage loans$0
Investments-other$0
Other$186,688,778
Total liabilities$0
Total liabilities and net assets/fund balances$227,336,863
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$36,678,572
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$1,137,437
Total credits and payments$1,270,026
2011 estimated tax payments and 2010 overpayment credited to 2011$133,444
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$1,136,582
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Overpayment$132,589
Amount to be credited to 2012 estimated tax$132,589
Statements Regarding Activities (for 2011)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?Yes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$226,564,465
Net value of noncharitable-use assets$223,166,000
Minimum investment return$11,158,300
Distributable Amount (for 2011)
Distributable amount$10,020,863
Undistributed Income (for 2011)
Distributable amount for 2011$10,020,863
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Unrelated Trade or Business Income (for 2008)
IncomeExpensesNet
Total$-29$0$-22,219
Gross receipts or sales less returns and allowances$0$0$0
Cost of goods sold$0$0$0
Gross profit$0$0$0
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$-22,219$19$-22,219
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2008)
Total deductions$0
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$0
Unrelated business taxable income$-22,219
Unrelated business taxable income before net operating loss deduction$-22,219
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$-22,219
Specific deduction$0
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Van Andel Institute333 Bostwick Ave Ne, Grand Rapids, MI 49503-2518MI1997-08$1,823,572,667
2Columbia Lutheran Charities, Columbia Memorial Hospital2111 Exchange St, Astoria, OR 97103-3329OR1976-07$68,174,711
3Buttonwood Foundation Inc11 Wall St 21st Floor, New York, NY 10005-1905NY1964-08$1,950,171
4Lauritz Melchior Helden Tenor Foundation2403 Windrow Dr, Princeton, NJ 08540-5019NJ1964-10$1,329,825
5Leonard And Jerry Greenbaum Family Foundation Inc1440 Spring St Nw, Atlanta, GA 30309-2832GA1991-01$803,254
6Nagda Foundation Inc150 Se 17th St Ste 400, Ocala, FL 34471FL1992-07$101,423
7Elk Regional Health System763 Johnsonburg Rd, St Marys, PA 15857-3417PA1994-12$34,199
8Mark Schulman And Esther Schulman Foundation6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960CA1990-02$6,176
9Swartz Foundation, Shapiro Robert N Ttee800 Boylston St, Boston, MA 02199-8001MA1995-09$212,510,432
10Benson Fam Charitable Tr, Benson Craig R Ttee250 1st Ave Ste 101, Needham, MA 02494-2882MA1995-01$11,431,660
11Mark D Hostetter And Alexander N Habib Foundation260 Franklin St Ste 1900, Boston, MA 02110-3115MA1997-10$6,527,218
12Berkshire Bank Foundation IncPO BOX 1308, Pittsfield, MA 01202-1308MA1997-09$4,563,864
13Cape Cod Five Cents Savings Bank Charitable Foundation TrPO BOX 10, Orleans, MA 02653-0010MA1998-06$3,930,415
14Harold B And Elizabeth L Shattuck Memorial Fund605 Broadway Lf41, Saugus, MA 01906-3200MA1998-10$3,914,250
15A Child Waits FoundationPO BOX 1486, Lanesboro, MA 01237-1486MA1998-07$3,661,786
16Lowndes Foundation Inc100 Federal St 37th Flr, Boston, MA 02110-1802MA1995-11$3,359,089
17Paul C Richards & Gladys Richards Charitable Foundation, Carlin Robert Ttee31 Powder Hill Way, Westborough, MA 01581-3344MA1995-12$2,786,565
18Paul And Joanne Egerman Family Charitable Foundation, Egerman Paul L & S Rosenthal Ttees77 Westcliff Rd, Weston, MA 02493-1409MA1997-08$2,649,794
19Cosette Charitable Fund800 Boylston St, Boston, MA 02199-8001MA1998-01$1,259,921
20Mazar Charitable Foundation Fund, Mazar Brian Ttee2 Atlantic Ave, Boston, MA 02110-3918MA1997-08$1,149,277
21Muriel And Norman B Leventhal Family Foundation Inc200 State St C/O Beacon Capital, Boston, MA 02109MA1998-08$1,062,372
22Driftwood Charitable FoundationOne Federal St, Boston, MA 02110-2012MA1998-01$1,004,800
23River Foundation, Gilbert Walter & Celia Ttee15 Gray Gdns W, Cambridge, MA 02138-2311MA1995-01$776,579
24Pemberton Family Foundation IncPO BOX 370, Osterville, MA 02655-0370MA1998-03$579,496
25Moriarty Fam Charitable Foundation Tr, Moriarty Roland T Jr Ttee19 Dartmouth St, West Newton, MA 02465-2601MA1997-11$543,785
26Carlee Charitable Tr Ua 020191 15010248, Ballou Frederick D Et Al TteeLwc 230 Congress St 12fl, Boston, MA 02110MA1996-02$517,956
27Hamilton Charitable Corporation39 Brighton Ave, Allston, MA 02134-2301MA1996-06$495,987
28Peter And Deborah Lamm FoundationC/O Ropes Gray Llp 800 Boylston St, Boston, MA 02199MA1998-03$448,937
29Kate Risley Foundation Inc29 Columbus Ave, Northampton, MA 01060-4252MA1997-09$410,447
30Easthampton Savings Foundation36 Main St, Easthampton, MA 01027-2050MA1997-09$370,357
Number of organizations performing similar types of work
Alabama58
Arkansas13
Arizona25
California193
Colorado53
Connecticut32
District of Columbia18
Delaware17
Florida268
Georgia93
Hawaii12
Iowa17
Idaho7
Illinois122
Indiana58
Kansas19
Kentucky17
Louisiana34
Massachusetts75
Maryland78
Maine6
Michigan103
Minnesota44
Missouri17
Mississippi18
Montana6
North Carolina96
North Dakota2
Nebraska18
New Hampshire9
New Jersey117
New Mexico4
Nevada17
New York231
Ohio148
Oklahoma28
Oregon19
Pennsylvania181
Rhode Island22
South Carolina28
South Dakota2
Tennessee53
Texas162
Utah23
Virginia76
Vermont8
Washington23
Wisconsin57
West Virginia17
Wyoming7
International3
Total2,754

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