SWIECA CHILDREN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SWIECA CHILDREN FOUNDATION (EIN 46-4310665)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349104340
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T14:29:03-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132839033 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BILLET FEIT & PREIS CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 BROADWAY SUITE 1815 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464310665 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWIECA CHILDREN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWIE | BusinessNameControlTxt |
| Phone | 2127355260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 3RD AVE 23RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SWIECA | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 2127355260 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YUSSIE STEIER | PreparerPersonNm |
| PTIN | P00178538 | PTIN |
| Phone | 2124253300 | PhoneNum |
| Preparation | 2024-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $84,963,945 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,749,480 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $752 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $752 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $596,168 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $596,168 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,545,357 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,082,930 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,545,357 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,891,757 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,142,277 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $18,250 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $18,250 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $79,433 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,503 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $49,930 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,683 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,753 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,930 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,629,539 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,629,539 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,727,222 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,753 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,679,469 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,164,535 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,094,524 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $120,646 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,579 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,579 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $65,648,402 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $70,962,261 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $84,936,366 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $65,769,048 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,989,840 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $84,963,945 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $65,769,048 | RetainedEarningBOYAmt |
| Retained Earning EOY | $70,989,840 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $65,769,048 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $70,989,840 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $65,769,048 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $70,989,840 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $65,769,048 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,164,535 | ExcessRevenueOverExpensesAmt |
| Other Increases | $56,257 | OtherIncreasesAmt |
| Subtotal | $70,989,840 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $70,989,840 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| THRU SWIECA FOUNDATION LLC | P | $237,430 | $237,430 | $237,430 | |
| THRU SWIECA FOUNDATION LLC | P | $1,320,969 | $1,320,969 | $1,320,969 | |
| GREEN BRICK PARTNERS INC | D | $524,531 | -$13,042 | -$13,042 | $537,573 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,545,357 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,114 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,114 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,114 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,704 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $46,704 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $738 | EsPenaltyAmt |
| Overpayment | $16,852 | OverpaymentAmt |
| Applied To ES Tax | $16,852 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL SWIECA | IndividualWithBooksNm |
| Phone | 2127355377 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 THIRD AVENUE 23RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL SWIECA | ||||||||
| 950 THIRD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | CO-TRUSTEE | 2.00 | $0 | $0 | $0 |
| KEVIN SWIECA | ||||||||
| 950 THIRD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | CO-TRUSTEE | 5.00 | $0 | $0 | $0 |
| ALEXANDER SWIECA | ||||||||
| 950 THIRD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | CO-TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $76,108,668 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,322 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $76,174,990 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $76,174,990 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,142,625 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $75,032,365 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,751,618 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,751,618 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,114 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,114 | TotalTaxAmt |
| Distributable Before Adj | $3,722,504 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,722,504 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,722,504 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,679,469 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,679,469 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,722,504 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $83,272 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $83,272 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,679,469 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,679,469 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $43,035 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $43,035 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $40,237 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $40,237 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $40,237 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEPHBETA | |||||||
| 4 E EVERGREEN ROAD UNIT 101 708 | NEW CITY | NY | 10956 | N/A | PUBLIC CHARITY | EDUCATION | $183 |
| MOUNT MORIAH CEMETRY OF NEW JERSEY | |||||||
| 685 FAIRVIEW AVE | FAIRVIEW | NJ | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $300 |
| ROBIN HOOD | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $7,500 |
| THE SWIECA CF PHILANTHROPIC FUND AT FIDELITY CHARITABLE DONOR ADVISED FUND | |||||||
| NA | NA | NY | 10022 | N/A | PRIVATE FOUNDATION | EDUCATION | $3,524,915 |
| THE JEWISH CENTER OF ATLANTIC BEACH | |||||||
| 100 NASSAU AVENUE | ATLANTIC BEACH | NY | 11509 | N/A | PUBLIC CHARITY | EDUCATION | $478 |
| MATTANE BESSETER BESSIMHA | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $546 |
| OHR TORAH STONE | |||||||
| 49 W 45TH STREET SUITE 701 | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | EDUCATION | $515 |
| ORTHODOX UNION | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | EDUCATION | $202 |
| ATLANTIC BEACH RESCUE UNIT | |||||||
| 1 RESCUE ROAD | ATLANTIC BEACH | NY | 11509 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| AMERICAN FRIENDS OF OHR HATALMUD | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $30,800 |
| BEEF MODIEN | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $2,609 |
| ANSHEI ELIYAHU & NAFTALI TOMCHEI RBS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,820 |
| CHABAD OF HEBRON | |||||||
| 1178 E 23RD STREET | BROOKLYN | NY | 11210 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| BIKE FOR CHAI | |||||||
| 5 AIRPORT ROAD | LAKEWWOD | NJ | 08701 | N/A | PUBLIC CHARITY | EDUCATION | $3,600 |
| CHARIDY CHESSED VRACHIMIN | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $2,605 |
| EB LITTLE CHAMPIONS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,100 |
| GIVEBUTTER | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $195 |
| ISRAEL NEXT GENERATION INC | |||||||
| 78 POMONA ROAD | SUFFERN | NY | 10901 | N/A | PUBLIC CHARITY | EDUCATION | $3,600 |
| LAARETZ | |||||||
| 2 BLUE SLIP | BROOKLYN | NY | 11222 | N/A | PUBLIC CHARITY | EDUCATION | $3,960 |
| MOROCCAN JEWISH HERITAGE FEDERATION | |||||||
| 3603 QUENTIN ROAD | BROOKLYN | NY | 11234 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| LONG BEACH VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 321 | LONG BEACH | NY | 11561 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| MACCABI USA | |||||||
| 1511 WALNUT STREET 401 | PHILADELPHIA | PA | 19102 | N/A | PUBLIC CHARITY | EDUCATION | $631 |
| CONGREGATION KEHILATH JESHURUN | |||||||
| 125 E 85TH STREET | NEW YORK | NY | 10028 | N/A | PUBLIC CHARITY | EDUCATION | $1,229 |
| SEGULA JERULSALEM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $54 |
| THE ARI FULD PROJECT | |||||||
| 98-01 67TH AVENUE | REGO PARK | NY | 11374 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| THE CCJH-ERETZ HAKODESH | |||||||
| 567 CEDAR HILL ROAD SUITE 106 | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| WEST SIDE CENTER FOR JEWISH LIFE | |||||||
| 219 WEST 81ST STREET SUITE 4A | NEW YORK | NY | 10024 | N/A | PUBLIC CHARITY | EDUCATION | $364 |
| GO KOSHER | |||||||
| 550 EMPIRE BLVD | BROOKLYN | NY | 11225 | N/A | PUBLIC CHARITY | EDUCATION | $613 |
| ZAKA | |||||||
| 1405 NORTH BROAD STREET SUITE 210 | HILLSIDE | NJ | 07205 | N/A | PUBLIC CHARITY | EDUCATION | $9,000 |
| HACHAYIM VEHASHALOM | |||||||
| 530 CENTRAL AVE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITY | EDUCATION | $520 |
| IRA SOHN CONFERENCE FOUNDATION | |||||||
| 1732 1ST AVENUE 20395 | NEW YORK | NY | 10128 | N/A | PUBLIC CHARITY | EDUCATION | $10,000 |
| YOUNG JEWISH PROFESSIONAL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,629,539 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $752 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $596,168 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,545,357 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,142,277 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,142,277 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| HENRY SWIECA 2001 CHARITABLE LEAD TRUST | ||||||
| 1 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $132,000 | Yes (X) |
| HENRY SWIECA 2009 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 2 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $1,061,132 | Yes (X) |
| HENRY SWIECA 2007 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 3 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $923,620 | Yes (X) |
| HENRY AND ESTHER SWIECA | ||||||
| 4 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $3,747,561 | Yes (X) |
| THE HENRY SWIECA 2010 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 5 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $504,150 | Yes (X) |
| HENRY SWIECA 2002 CHARITABLE LEAD TRUST | ||||||
| 6 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $174,000 | Yes (X) |
| HENRY SWIECA 2003 CHARITABLE LEAD TRUST | ||||||
| 7 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $182,400 | Yes (X) |
| HENRY SWIECA 2020 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 8 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $24,617 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN SWIECA FOUNDATION LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $70,962,261 | BookValueAmt |
| EOYFMV | $84,936,366 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TRAVEL | $6,587 | $0 | $0 | $6,587 |
| PPROFESSIONAL FEES | $4,100 | $0 | $0 | $4,100 |
| FEES | $1,619 | $0 | $0 | $1,619 |
| OTHER DEDUCTIONS | $28,281 | $28,281 | $0 | $0 |
| FOREIGN TAXES PAID | $1,222 | $1,222 | $0 | $0 |
| CORPORATION TAXES | $29,996 | $0 | $0 | $29,996 |
| MEALS | $6,015 | $0 | $0 | $6,015 |
| OFFICE | $1,613 | $0 | $0 | $1,613 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATED STOCK | Desc |
| Amt | $56,257 | Amt |
Comments