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
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$50,000,000 to greater
Income$10,000,000 to $49,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$203,526,923
Amount of Income$16,680,012
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 2013: $16,680,012 (it was $68,501,607 in 2012)
Swartz Foundation, Shapiro Robert N Ttee: 

Other organizations performing similar types of work: 


Assets in 2013: $203,526,923 (it was $213,825,374 in 2012)
This organization: 

Other organizations performing similar types of work: 


Expenses in 2012: $17,349,933
This organization: 

Other organizations performing similar types of work: 


Income to expenses ratio in 2012: 1.0
This organization: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$8,470,942$9,925,962$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$7,497
Dividends and interest from securities$2,046,451
Gross rents$0
Gross profit from sales of goods$0
Other income$132,589
Total expenses and disbursements$17,349,933$1,749,677$0$16,595,213
Compensation of officers, directors, trustees, etc.$225,275
Total operating and administrative expenses$859,028$1,749,677$104,308
Contributions, gifts, grants paid$16,490,905
Excess of revenue over expenses and disbursements$-8,878,991
Net investment income$8,176,285
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$213,825,374$226,162,423
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$56,155,253
Investments-corporate bonds$3,071,420
Investments-mortgage loans$0
Total liabilities$0
Total liabilities and net assets/fund balances$213,825,374
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$6,284,405
Net capital loss$0
Excise Tax Based on Investment Income (for 2012)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$81,763
Total credits and payments$132,589
2012 estimated tax payments and 2011 overpayment credited to 2012$132,589
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Tax due$0
Amount to be credited to 2013 estimated tax$50,826
Statements Regarding Activities (for 2012)
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 2012 or the taxable year beginning in 2012?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012)
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 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012?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 2012)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$228,983,814
Net value of noncharitable-use assets$225,549,060
Minimum investment return$11,277,453
Distributable Amount (for 2012)
Distributable amount$11,195,690
Undistributed Income (for 2012)
Distributable amount for 2012$11,195,690
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
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)
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
Taxes and licenses$0
Charitable contributions$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
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2Columbia Lutheran Charities, Columbia Memorial Hospital2111 Exchange St, Astoria, OR 97103-3329OR1976-07$73,215,117
3Buttonwood Foundation Inc11 Wall St 21st Fl, New York, NY 10005-1905NY1964-08$2,664,142
4Elk Regional Health System763 Johnsonburg Rd, St Marys, PA 15857-3417PA1994-12$1,615,248
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6Leonard And Jerry Greenbaum Family Foundation Inc1440 Spring St Nw, Atlanta, GA 30309-2832GA1991-01$973,740
7Nagda Foundation Inc150 Se 17th St Suite 400, Ocala, FL 34471FL1992-07$101,423
8Mark Schulman And Esther Schulman Foundation6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960CA1990-02$3,105
9Paul And Joanne Egerman Family Charitable Foundation, Egerman Paul L & S Rosenthal Ttees77 Westcliff Rd, Weston, MA 02493-1409MA1997-08$18,500,014
10Swartz Foundation, Shapiro Robert N Ttee800 Boylston St, Boston, MA 02199-8001MA1995-09$16,680,012
11Cosette Charitable Fund800 Boylston St, Boston, MA 02199-8001MA1998-01$12,500,195
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15Benson Fam Charitable Tr, Benson Craig R Ttee1 Monarch Pl Ste 900, Springfield, MA 01144-4006MA1995-01$1,961,663
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19Bruce A Beal Robert L Beal & Enid L Beal Family Foundation177 Milk St, Boston, MA 02109-3404MA1985-03$1,157,100
20Moriarty Fam Charitable Foundation Tr, Moriarty Roland T Jr Ttee19 Dartmouth St, West Newton, MA 02465-2601MA1997-11$931,487
Number of organizations performing similar types of work
District of Columbia19
North Carolina122
North Dakota2
New Hampshire11
New Jersey112
New Mexico4
New York230
Rhode Island22
South Carolina27
South Dakota2
West Virginia16

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