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Balance Sheet
Assets
-
No earlier filing loaded for comparison.
Net Assets
-
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
-
No earlier filing loaded for comparison.
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2021 to Dec 31, 2021
- Signed
- Nov 14, 2022
- Return Version
- 2021v4.3
Filing and Contact Details
Filer
- Filer Name
- Swartz Foundation
- EIN
- 04-3255974
- Phone
- 6179483800
- Address
- CO BGA 1 MARINA PARK DRIVE 1150, BOSTON, MA 02210
Signing Officer
- Name
- Jeffrey Swartz
- Title
- Trustee
- Phone
- 6179483800
- Signed
- 2022-11-14
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Daigle & Associates Llp
- Address
- 176 FEDERAL STREET, BOSTON, MA 02110
- Preparer
- Catherine a Abati
- Phone
- 6176193350
Raw XML Appendix184 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS1041ScheduleD/DiffOfSmallerAmt | 0 | 0 |
| IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt | 0 | 469400 |
| IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt | 0 | 49550 |
| IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt | 0 | 518950 |
| IRS1041ScheduleD/Form4797GainOrLossAmt | 0 | 308036 |
| IRS1041ScheduleD/GainLessIncludedAmt | 0 | 469400 |
| IRS1041ScheduleD/GainPlusDividendsAmt | 0 | 469400 |
| IRS1041ScheduleD/InvestmentIncomeElectionAmt | 0 | 0 |
| IRS1041ScheduleD/NetGainsTaxAmt | 0 | 100614 |
| IRS1041ScheduleD/NetIncomeMinusSmallerAmt | 0 | 469400 |
| IRS1041ScheduleD/NetLTCapitalGainOrLossAmt | 0 | 469400 |
| IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt | 0 | 161364 |
| IRS1041ScheduleD/NetSmallerAmt | 0 | 469400 |
| IRS1041ScheduleD/NetSTCapitalGainOrLossAmt | 0 | 49550 |
| IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt | 0 | 49550 |
| IRS1041ScheduleD/NetTimesPercentAmt | 0 | 93880 |
| IRS1041ScheduleD/SmallerGainAmt | 0 | 469400 |
| IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt | 0 | 2700 |
| IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt | 0 | 469400 |
| IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt | 0 | 13250 |
| IRS1041ScheduleD/SmllrTxiLessGainOrTxiOrAllwAmt | 0 | 2700 |
| IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt | 0 | 0 |
| IRS1041ScheduleD/TaxableIncomeAmt | 0 | 745878 |
| IRS1041ScheduleD/TaxableIncomeLessGainAmt | 0 | 276478 |
| IRS1041ScheduleD/TaxAmt | 0 | 194494 |
| IRS1041ScheduleD/TaxOnTaxableIncomeAmt | 0 | 274292 |
| IRS1041ScheduleD/TaxPlusTimePercentAmt | 0 | 194494 |
| IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt | 0 | 469400 |
| IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt | 0 | 49550 |
| IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt | 0 | 518950 |
| IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt | 0 | 276478 |
| IRS1041ScheduleI/AdjAlternativeMinTaxableIncAmt | 0 | 745031 |
| IRS1041ScheduleI/AdjAltMinTaxableIncLessGainAmt | 0 | 275631 |
| IRS1041ScheduleI/AdjustedRegularTaxAmt | 0 | 194494 |
| IRS1041ScheduleI/AdjustedTotalIncomeAmt | 0 | 768767 |
| IRS1041ScheduleI/AlternativeMinimumTaxAmt | 0 | 0 |
| IRS1041ScheduleI/AlternativeMinTaxableIncomeAmt | 0 | 745031 |
| IRS1041ScheduleI/ApplcblCapGainsOrSchDWrkshtAmt | 0 | 276478 |
| IRS1041ScheduleI/CapitalGainsWorksheetAmt | 0 | 469400 |
| IRS1041ScheduleI/DepreciationAmt | 0 | -3346 |
| IRS1041ScheduleI/EstateOrTrustShrLessExemptAmt | 0 | 745031 |
| IRS1041ScheduleI/ExcessOfSumAmt | 0 | 469400 |
| IRS1041ScheduleI/ExcessOfSumTimesPctAmt | 0 | 93880 |
| IRS1041ScheduleI/FSAmtLessIncAboveThresholdAmt | 0 | 0 |
| IRS1041ScheduleI/IncomeAboveThresholdWorkshtAmt | 0 | 276478 |
| IRS1041ScheduleI/MaximumCapitalGainsOrNetAmt | 0 | 167059 |
| IRS1041ScheduleI/NetAdjAltMinTxblIncTimesPctAmt | 0 | 73179 |
| IRS1041ScheduleI/NetAltMinTxblIncTimesFSPctAmt | 0 | 204611 |
| IRS1041ScheduleI/PropertyDispositionAmt | 0 | 2527 |
| IRS1041ScheduleI/RelatedAdjustmentAmt | 0 | -22917 |
| IRS1041ScheduleI/SmallerOfAltMinTxblIncOrSumAmt | 0 | 469400 |
| IRS1041ScheduleI/SmllrNetAdjAltMinOrNetGainAmt | 0 | 469400 |
| IRS1041ScheduleI/SmllrOfAdjustedAltMinOrSchDAmt | 0 | 469400 |
| IRS1041ScheduleI/SumOfAltMinTaxPercentagesAmt | 0 | 167059 |
| IRS1041ScheduleI/SumPlusUnrecapturedSect1250Amt | 0 | 469400 |
| IRS1041ScheduleI/SumThresholdApplcblWrkshtAmt | 0 | 276478 |
| IRS1041ScheduleI/TaxOnAlternativeMinimumGainAmt | 0 | 167059 |
| IRS1041ScheduleI/TentativeAlternativeMinTaxAmt | 0 | 167059 |
| IRS8801/AMTCarryforwardPlusNegativeAmt | 0 | 20598 |
| IRS8801/AMTPriorYearCarryforwardAmt | 0 | 20598 |
| IRS8801/CYRegTaxLiabiMinusAllwblCrAmt | 0 | 194494 |
| IRS8801/CYTentativeMinimumTaxAmt | 0 | 167059 |
| IRS8801/FilingThresholdAmt | 0 | 13150 |
| IRS8801/FlngThrshldLessThesholdSumAmt | 0 | 10500 |
| IRS8801/MaxCapGainMinusApplcblLimitAmt | 0 | 2650 |
| IRS8801/MaxCapGainsApplicableLimitAmt | 0 | 2650 |
| IRS8801/MinAMTCrAmt | 0 | 20598 |
| IRS8801/MinTaxCreditExemptionAmt | 0 | 25400 |
| IRS8801/MinTaxCreditPhaseOutAmt | 0 | 84800 |
| IRS8801/NetAltMinTxblIncTimesFSPctAmt | 0 | 320 |
| IRS8801/NetMinTaxCrMinusPhaseOutAmt | 0 | 0 |
| IRS8801/NetMinTaxLessDeductionsAmt | 0 | 1231 |
| IRS8801/NetMinTaxLessLossAndDedAmt | 0 | 1231 |
| IRS8801/NetMinTaxMinusExemptionAmt | 0 | 25400 |
| IRS8801/NetMinTaxOnExclusionItemsAmt | 0 | 0 |
| IRS8801/PYMinTaxApplicableCapGainAmt | 0 | 48652 |
| IRS8801/PYMinTaxApplicableRtnTaxAmt | 0 | 4071 |
| IRS8801/SmallerCalculatedNetOrGainAmt | 0 | 1231 |
| IRS8801/SmallerNetAMTOrGainAmt | 0 | 1231 |
| IRS8801/SmallerPYSchDGainOrWrkshtAmt | 0 | 48652 |
| IRS8801/SmllrNetMinTaxOrApplcblGainAmt | 0 | 1231 |
| IRS8801/SumMinTaxCreditLossAndDedAmt | 0 | 26631 |
| IRS8801/SumOfSmllrAmt | 0 | 1231 |
| IRS8801/SumThresholdApplcblWrkshtAmt | 0 | 2650 |
| IRS8801/TentMinTaxMinusRegTaxLiabAmt | 0 | 27435 |
| IRS990T/AddressChangeInd | 0 | X |
| IRS990T/BooksInCareOfDetail/PersonNm | 0 | BATTERY GLOBAL ADVISORS |
| IRS990T/BooksInCareOfDetail/PhoneNum | 0 | 6179483800 |
| IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1 MARINA PARK DRIVE STE 1150 |
| IRS990T/BooksInCareOfDetail/USAddress/CityNm | 0 | BOSTON |
| IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990T/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 02210 |
| IRS990T/ChangeInMethodOfAccountingInd | 0 | 0 |
| IRS990T/CharitableContributionsDedAmt | 0 | 7 |
| IRS990T/CurrentYearMinimumTaxCreditAmt | 0 | 20598 |
| IRS990T/EstimatedTaxPaymentsAmt | 0 | 235000 |
| IRS990T/ExtsnRequestIncomeTaxPaidAmt | 0 | 200000 |
| IRS990T/ForeignAccountsQuestionInd | 0 | 0 |
| IRS990T/ForeignTrustQuestionInd | 0 | 0 |
| IRS990T/Form1041ScheduleDInd | 0 | X |
| IRS990T/Form2220AttachedInd | 0 | X |
| IRS990T/Form990TScheduleAAttachedCnt | 0 | 1 |
| IRS990T/Organization501cTrustInd | 0 | X |
| IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt | 0 | c3 |
| IRS990T/Organization501IndicatorGrp/Organization501Ind | 0 | X |
| IRS990T/OverpaymentSection/AppliedToESTaxAmt | 0 | 415672 |
| IRS990T/OverpaymentSection/OverpaymentAmt | 0 | 415672 |
| IRS990T/OverpaymentSection/RefundAmt | 0 | 0 |
| IRS990T/PaidTaxLiabilityAmt | 0 | 0 |
| IRS990T/PriorYearOverpaymentCreditAmt | 0 | 154568 |
| IRS990TScheduleA/CapitalGainNetIncomeAmt | 0 | 210914 |
| IRS990TScheduleA/InterestDeductionAmt | 0 | 883 |
| IRS990TScheduleA/NetOperatingLossDeductionAmt | 0 | 0 |
| IRS990TScheduleA/OtherDeductionsAmt | 0 | 1530 |
| IRS990TScheduleA/OtherIncomeAmt | 0 | 560273 |
| IRS990TScheduleA/PrincipalBusinessActivityCd | 0 | 523000 |
| IRS990TScheduleA/SequenceReferenceNum | 0 | 1 |
| IRS990TScheduleA/SequenceTotalNum | 0 | 1 |
| IRS990TScheduleA/TotalAllocableDeductionsAmt | 0 | 0 |
| IRS990TScheduleA/TotalCtrlOrgDeductionAmt | 0 | 0 |
| IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt | 0 | 0 |
| IRS990TScheduleA/TotalDeductionsAmt | 0 | 2413 |
| IRS990TScheduleA/TotalDeductionSetAsidesAmt | 0 | 0 |
| IRS990TScheduleA/TotalDirectAdvertisingCostAmt | 0 | 0 |
| IRS990TScheduleA/TotalDividendsReceivedDedAmt | 0 | 0 |
| IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt | 0 | 0 |
| IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt | 0 | 0 |
| IRS990TScheduleA/TotalInvestmentIncomeAmt | 0 | 0 |
| IRS990TScheduleA/TotalRentDeductionsAmt | 0 | 0 |
| IRS990TScheduleA/TotalRentIncomeAmt | 0 | 0 |
| IRS990TScheduleA/TotalUnrelatedBusinessCompAmt | 0 | 0 |
| IRS990TScheduleA/TotExcessReadershipCostsDedAmt | 0 | 0 |
| IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt | 0 | 771187 |
| IRS990TScheduleA/TotUnrltTrdBusIncmAmt | 0 | 771187 |
| IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt | 0 | 0 |
| IRS990TScheduleA/TradeOrBusinessDesc | 0 | BUSINESS ACTIVITY FROM VARIOUS PARTNERSHIPS |
| IRS990TScheduleA/UBIBeforeNOLDedAmt | 0 | 768774 |
| IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt | 0 | 768774 |
| IRS990T/Section199ADeductionAmt | 0 | 21889 |
| IRS990T/SpecificDeductionAmt | 0 | 1000 |
| IRS990T/SubsidiaryCorporationInd | 0 | 0 |
| IRS990T/TaxableTrustAmt | 0 | 194494 |
| IRS990T/TaxLessCreditsAmt | 0 | 173896 |
| IRS990T/TotalCreditsAmt | 0 | 20598 |
| IRS990T/TotalDeductionAmt | 0 | 22889 |
| IRS990T/TotalPaymentsAmt | 0 | 589568 |
| IRS990T/TotalTaxAmt | 0 | 173896 |
| IRS990T/TotalTaxComputationAmt | 0 | 194494 |
| IRS990T/TotalUBTIAmt | 0 | 745878 |
| IRS990T/TotalUBTIBeforeNOLSpecificAmt | 0 | 768767 |
| IRS990T/TotalUBTIBeforeSection199AAmt | 0 | 768767 |
| IRS990T/TotalUBTIComputedAmt | 0 | 768774 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JEFFREY SWARTZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6179483800 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-11-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SWARTZ FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SWAR |
| ReturnHeader/Filer/EIN | 0 | 043255974 |
| ReturnHeader/Filer/PhoneNum | 0 | 6179483800 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | CO BGA 1 MARINA PARK DRIVE 1150 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BOSTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 02210 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 010825608 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | DAIGLE & ASSOCIATES LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 176 FEDERAL STREET |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BOSTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 02110 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6176193350 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CATHERINE A ABATI |
| ReturnHeader/ReturnTs | 0 | 2022-11-14T09:38:04-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990T |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JEFFREY |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | SWARTZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-12-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- -
- Liabilities
- -
- Net assets
- -
- Revenue
- -
- Expenses
- -
- Net income
- -