BETA

THE SWYER FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE SWYER FAMILY FOUNDATION INC (EIN 34-2056927)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202403209349102180
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T09:36:45-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141555429PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1UHY ADVISORS NORTHEAST INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 TOWER PLACE EXECUTIVE PARK 7THAddressLine1Txt
Address Line2FLOORAddressLine2Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN342056927EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SWYER FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSWYEBusinessNameControlTxt
Phone5184828986PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 TOWER PLACEAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD PSWYERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5184828986PhoneNum
Signature2024-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM KAHNPreparerPersonNm
PTINP00543542PTIN
Phone5184493166PhoneNum
Preparation2024-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,705,846FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$800,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$41,632DividendsRevAndExpnssAmt
Dividends Net Invst Incm$41,632DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$263,440NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,172,675GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$263,440CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,105,072TotalRevAndExpnssAmt
Total Net Invst Incm$305,072TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,675AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$13,402OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Net Invst Incm$172InterestNetInvstIncmAmt
Taxes Rev And Expnss$250TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$15,567OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$34,894TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$172TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$966,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$966,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,001,694TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$172TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$966,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$103,378ExcessRevenueOverExpensesAmt
Net Investment Income$304,900NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$357,459CashBOYAmt
Cash EOY$173,623CashEOYAmt
Cash EOYFMV$173,623CashEOYFMVAmt
Corporate Stock BOY$5,286,659CorporateStockBOYAmt
Corporate Stock EOY$4,473,822CorporateStockEOYAmt
Corporate Stock EOYFMV$4,473,822CorporateStockEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$2,058,401OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,058,401OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,644,118TotalAssetsBOYAmt
Total Assets EOY$6,705,846TotalAssetsEOYAmt
Total Assets EOYFMV$6,705,846TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$5,644,118RetainedEarningBOYAmt
Retained Earning EOY$6,705,846RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,644,118TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,705,846TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,644,118TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,705,846TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,644,118TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$103,378ExcessRevenueOverExpensesAmt
Other Increases$958,350OtherIncreasesAmt
Subtotal$6,705,846SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,705,846TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
NET GAINS ON SALE OF INVESTMENT SECURITIES$2,156,346$1,909,235$247,111$247,111
GAIN FROM PCM PARTNERS L.P. II$4,682$4,682$4,682P
GAIN FROM PCM PARTNERS L.P. II$11,647$11,647$11,647P
FieldValueIRS element (for citing)
Capital Gain Net Income$263,440CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,238InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,238SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,238TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,050EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,050TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$812OverpaymentAmt
Applied To ES Tax$812AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHELE CLANCYIndividualWithBooksNm
Phone5184828986PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14 TOWER PLACEAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EDWARD P SWYER
4 TOWER PLACEALBANYNY12203PRESIDENT / TRUSTEE1.00$0$0$0
MICHELE CLANCY
4 TOWER PLACEALBANYNY12203TREASURER / TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,909,441AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$265,541AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,174,982TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,174,982AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$92,625CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,082,357NetVlNoncharitableAssetsAmt
Minimum Investment Return$304,118MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$304,118MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,238TaxBasedOnInvestmentIncomeAmt
Total Tax$4,238TotalTaxAmt
Distributable Before Adj$299,880DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$299,880DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$299,880DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$966,800ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$966,800QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$299,880DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,975,507ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,124,682ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,346,409ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,631,401ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$704,567ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,782,566TotalExcessDistributionCyovAmt
Qualifying Distributions$966,800QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$299,880AppliedToCurrentYearAmt
Remaining Distri From Corpus$666,920RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,449,486TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,975,507ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,473,979ExcessDistriCyovToNextYrAmt
Excess From Year4$1,124,682ExcessFromYear4Amt
Excess From Year3$1,346,409ExcessFromYear3Amt
Excess From Year2$1,631,401ExcessFromYear2Amt
Excess From Year1$704,567ExcessFromYear1Amt
Excess From Current Year$666,920ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
15-LOVE
785 WASHINGTON AVEALBANYNY12206N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$7,500
ALBANY ACADEMICS
135 ACADEMY ROADALBANYNY12208N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$2,500
ALBANY INSTITUTE OF HISTORY AND ART
125 WASHINGTON AVEALBANYNY12210N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$10,000
ALBANY LAW SCHOOL
80 NEW SCOTLAND AVEALBANYNY12208N/APUBLIC CHARITYRESTRICTED GRANT TO 501(C)3 ORGANIZATION$500,000
ALBANY SYMPHONY
19 CLINTON AVEALBANYNY12207N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$5,000
CORPORATION OF YADDO
312 UNION AVESARATOGA SPRINGSNY12866N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$1,000
FAMILIES IN NEED OF ASSISTANCE
69 BROOKLINE AVEALBANYNY12203N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$11,000
FATHER PETER G YOUNG
134 FRANKLIN STALBANYNY12202N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$2,500
FOREIGN POLICY ASSOCIATION
551 FIFTH AVENUE SUITE 3000NEW YORKNY10176N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$30,000
FRIENDS OF THE ALBANY CITY CARILLON
MAYORS OFFICE CITY HALLALBANYNY12207N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$300
JEWISH FEDERATION OF NE NEW YORK
184 WASHINGTON AVE EXTALBANYNY12203N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$149,000
JUNIOR ACHIEVEMENT
PO BOX 1487ALBANYNY12201N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$10,000
KENT AFFORDABLE HOUSING INC
PO BOX 265KENTCT06757N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$144,000
NATURAL HERITAGE FOUNDATION
625 BROADWAYALBANYNY12207N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$2,500
NATURE CONSERVATORY
322 8TH AVE 14TH FLRNEW YORKNY10001N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$15,000
PARK PLAYHOUSE INC
58 REMSEN STCOHOESNY12047N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$2,500
PEACEFUL ACRES HORSES INC
3740 RYNEX CORNERS RDPATTERSONVILLENY12137N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$1,500
SARATOGA PLAN
112 SPRING STSARATOGA SPRINGSNY12866N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$2,500
SARATOGA PERFORMING ARTS CENTER
108 AVENUE OF THE PINESSARATOGA SPRINGSNY12866N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$50,000
THE COMMUNITY FOUNDATION OF THE CAPITAL REGION
TWO TOWER PLACEALBANYNY12203N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$2,500
THE EGG
PO BOX 265ALBANYNY12220N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$2,500
THE EMPIRE CENTER FOR PUBLIC POLICY
PO BOX 7113ALBANYNY12224N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$5,000
THE LEGAL PROJECT
24 AVIATION RD SUITE 101ALBANYNY12205N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$7,500
UNIVERSITY OF ALBANY FOUNDATION
1400 WASHINGTON AVEALBANYNY12222N/APUBLIC CHARITYRESTRICTED GRANT TO 501(C)3 ORGANIZATION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$966,800TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,632ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$251,793ExclusionAmt
Related Or Exempt Function Incm$11,647RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$293,425ExclusionAmt
Related Or Exempt Function Incm$11,647RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$305,072TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
8INVESTMENT DIVERSIFICATION
8PERIODIC REBALANCING OF INVESTMENTS BY INVESTMENT MANAGERS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonEDWARD P SWYERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14 TOWER PLACEAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd
FieldValueIRS element (for citing)
Total Contributions$800,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,675Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$4,473,822EOYBookValueAmt
EOYFMV$4,473,822EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPCM PARTNERS LP IICategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$2,058,401BookValueAmt
EOYFMV$2,058,401EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER$125$0$0
INVESTMENT IN PCM PARTNERS LP II$15,442$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAINS (LOSSES) ON INVESTMENTSDesc
Amt$958,350Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$13,402Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonEDWARD P SWYERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 TOWER PLACEAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNYS CHAR 500 FILING FEESCategoryTxt
Amt$250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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