SWIECA CHILDREN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SWIECA CHILDREN FOUNDATION (EIN 46-4310665)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202303139349101700
- Schema version
- 2022v5.0
- 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 | 2023-11-09T11:25:23-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | SWIECA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2023-11-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $67,039,982 | 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 | $5,948,875 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $271 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $271 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $505,151 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $505,151 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,278,738 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,374,791 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,278,738 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,733,035 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,784,160 | 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 | $8,803 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $8,803 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $303,561 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $240,651 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62,910 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $312,364 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $249,454 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,910 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,135,490 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,135,490 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,447,854 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $249,454 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,198,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,285,181 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,534,706 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$7 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $65,628 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,646 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,646 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $61,338,277 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $65,648,402 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $66,919,336 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $61,403,898 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,769,048 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,039,982 | 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 | $61,403,898 | RetainedEarningBOYAmt |
| Retained Earning EOY | $65,769,048 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $61,403,898 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $65,769,048 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $61,403,898 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $65,769,048 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $61,403,898 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,285,181 | ExcessRevenueOverExpensesAmt |
| Other Increases | $79,969 | OtherIncreasesAmt |
| Subtotal | $65,769,048 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $65,769,048 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|
| THRU SWIECA FOUNDATION LLC | P | -$96,053 | -$96,053 | |
| THRU SWIECA FOUNDATION LLC | P | $1,374,791 | $1,374,791 | $1,374,791 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,278,738 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,332 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,332 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,332 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $990 | EsPenaltyAmt |
| Overpayment | $7,678 | OverpaymentAmt |
| Applied To ES Tax | $7,678 | 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 | $68,013,360 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,085 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,090,445 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,090,445 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,021,357 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,069,088 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,353,454 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,353,454 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,332 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,332 | TotalTaxAmt |
| Distributable Before Adj | $3,332,122 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,332,122 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,332,122 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,198,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,198,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,332,122 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $60,138 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $51,231 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,991 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $98,634 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $216,994 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,198,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,198,400 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $133,722 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $133,722 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $83,272 | 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 | $83,272 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $83,272 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALGEMEINER | |||||||
| 208 E 51ST STREET UNIT 185 | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $3,600 |
| AMERICAN FRIENDS OF DOR VADOR INSTITUTE | |||||||
| 1413 PRESIDENT STREET | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | EDUCATION | $260 |
| AMERICAN FRIENDS OF OHR HATALMUD | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $19,025 |
| AMIT | |||||||
| 49 W 37TH STREET 5TH FLOOR | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | EDUCATION | $2,860 |
| ANSHEI ELIYAHU & NAFTALI TOMCHEI RBS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $520 |
| BELEV ECHAD | |||||||
| 1766 2ND AVENUE | NEW YORK | NY | 10128 | N/A | PUBLIC CHARITY | EDUCATION | $95 |
| BIKE FOR CHAI | |||||||
| 5 AIRPORT ROAD | LAKEWWOD | NJ | 08701 | N/A | PUBLIC CHARITY | EDUCATION | $3,600 |
| CENTER FOR INTIATIVES IN JEWISH EDUCATION | |||||||
| 148 39TH STREET | BROOKLYN | NY | 11232 | N/A | PUBLIC CHARITY | EDUCATION | $3,600 |
| CHABAD AT STONY BROOK | |||||||
| 31 MT RD | STONY BROOK | NY | 11790 | N/A | PUBLIC CHARITY | EDUCATION | $600 |
| CHABAD ISRAEL CENTER | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $160 |
| CHABAD OF SOUTH ORLANDO | |||||||
| 7347 W SAND LAKE ROAD | DOCTOR PHILLIPS | FL | 32819 | N/A | PUBLIC CHARITY | EDUCATION | $156 |
| CHABAD WEST SIDE | |||||||
| 170 W 97TH STREET | NEW YORK | NY | 10025 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| CHABAD YOUNG PROFESSIONALS | |||||||
| NA | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | EDUCATION | $90 |
| CONGREGATION BNAI MOSHE | |||||||
| 6800 DRAKE ROAD | WEST BLOOMFIELD TOWNSH | MI | 48322 | N/A | PUBLIC CHARITY | EDUCATION | $156 |
| CONGREGATION KEHILATH JESHURUN | |||||||
| 125 E 85TH STREET | NEW YORK | NY | 10028 | N/A | PUBLIC CHARITY | EDUCATION | $600 |
| CONGREGATION MISHKAN YOSSEF | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $8,000 |
| CONGREGATION OHR TORAH | |||||||
| 410 HUNGRY HARBOR ROAD | VALLEY STREAM | NY | 11581 | N/A | PUBLIC CHARITY | EDUCATION | $1,850 |
| DARCHEI NOAM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $3,600 |
| EB GREGGS GIFT COMEDY | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $978 |
| EZRAT ISRAEL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| FIDELITY CHARITABLE | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | N/A | PUBLIC CHARITY | EDUCATION | $50,000 |
| GO KOSHER | |||||||
| 550 EMPIRE BLVD | BROOKLYN | NY | 11225 | N/A | PUBLIC CHARITY | EDUCATION | $613 |
| GSD ADVISORS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $3,600 |
| HACHAYIM VEHASHALOM | |||||||
| 530 CENTRAL AVE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITY | EDUCATION | $4,102 |
| HATZALAH OF THE ROCKAWAYS & NASSAU COUNTY | |||||||
| 621 BEACH 9TH STREET | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| HERITAGE RETREATS | |||||||
| 211 MAIN AVE 1 | PASSAIC | NJ | 07055 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| IRA SOHN CONFERENCE FOUNDATION | |||||||
| 1732 1ST AVENUE 20395 | NEW YORK | NY | 10128 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| ISRAELI AMERICAN COUNCIL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| JCC DUBAI | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| JGIVE FRIENDS OF ASOR | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $9,000 |
| MEOROT | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,256 |
| MESIVTA ATERES YAACOV | |||||||
| 131 WASHINGTON AVENUE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | EDUCATION | $180 |
| MISHKAN MEIR | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $3,418 |
| MOUNT MORIAH CEMETRY OF NEW JERSEY | |||||||
| 685 FAIRVIEW AVE | FAIRVIEW | NJ | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $255 |
| NEEMAN FDTN | |||||||
| 236 HUNTINGTON AVE 203 | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| NY SYNAGOGUE AND TORAH CENTER | |||||||
| 165 E 66TH STREET | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | EDUCATION | $7,500 |
| OUR PLACE | |||||||
| 1815 AVENUE M | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| OZER DALIM | |||||||
| 1301 AVENUE K | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | EDUCATION | $260 |
| PEF SHAARE HAIM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $182 |
| POLICE ATHLETIC LEAGUE | |||||||
| 34 1/2 EAST 12TH STREET | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | EDUCATION | $3,600 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | N/A | PUBLIC CHARITY | EDUCATION | $12,500 |
| PROVIDENCE HEBREW DAY SCHOOL | |||||||
| 450 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| QUEENS JEWISH COMMUNITY COUNCIL | |||||||
| 119-45 UNION TPKE | FOREST HILLS | NY | 11375 | N/A | PUBLIC CHARITY | EDUCATION | $2,500 |
| ROBIN HOOD | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| RYCO FUNDRAISING | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $5,863 |
| SCHOOL NEWS NATIONWIDE INC | |||||||
| 490 E 28TH STREET | BROOKLYN | NY | 11226 | N/A | PUBLIC CHARITY | EDUCATION | $613 |
| TANYA FOUNDATION | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $8,600 |
| THE JEWISH CENTER OF ATLANTIC BEACH | |||||||
| 100 NASSAU AVENUE | ATLANTIC BEACH | NY | 11509 | N/A | PUBLIC CHARITY | EDUCATION | $600 |
| THE SWIECA CF PHILANTHROPIC FUND AT VANGUARD CHARITABLE DONOR ADVISED FUND | |||||||
| NA | NA | NY | 10022 | N/A | PRIVATE FOUNDATION | EDUCATION | $2,929,931 |
| TOMCHEI RBS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,040 |
| TOMCHEI TZEDAKA CORP | |||||||
| 16 BRIDGEWOOD AVE | LAKEWWOD | NJ | 08701 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| TORAT SHLOMO | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $520 |
| TOV LI FOUNDATION | |||||||
| 553 CENTRAL AVENUE APT 19B | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITY | EDUCATION | $386 |
| UNITED HATZALAH | |||||||
| 442 5TH AVENUE SUITE 1866 | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | EDUCATION | $3,341 |
| UPPER EAST SIDE HATZOLAH | |||||||
| 125 E 85TH STREET | NEW YORK | NY | 10028 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| VAAD HARABANIM LE'INYANEI TZEDAKA | |||||||
| 221 REGENT DRIVE | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITY | EDUCATION | $720 |
| WESTSIDE SHUL | |||||||
| 9760 W PICO BLVD | LOS ANGELES | CA | 90035 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| YALDEI SHLUCHEI HAREBBE | |||||||
| 479A EMPIRE BLVD SUITE A | BROOKLYN | NY | 11225 | N/A | PUBLIC CHARITY | EDUCATION | $720 |
| YAM SHLOMO INC | |||||||
| 7830 LUDINGTON DRIVE | HOUSTON | TX | 77071 | N/A | PUBLIC CHARITY | EDUCATION | $260 |
| YESHIVA TORAH TEMIMAH | |||||||
| 555 OCEAN PRKWY | BROOKLYN | NY | 11218 | N/A | PUBLIC CHARITY | EDUCATION | $130 |
| YESHIVAT OREL TORAH | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $130 |
| YOUNG ISRAEL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| 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 | $3,135,490 | 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 | $271 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $505,151 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,278,738 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,784,160 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,784,160 | 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 (11 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 | $132,001 | Yes (X) |
| HENRY SWIECA 2009 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 2 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $299,690 | Yes (X) |
| HENRY SWIECA 2019 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 3 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $21,816 | Yes (X) |
| HENRY SWIECA 2020 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 4 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $20,514 | Yes (X) |
| THE HENRY SWIECA 2013 CHARITABLE LEAD TRUST | ||||||
| 5 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $79,977 | Yes (X) |
| THE HENRY SWIECA 2012 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 6 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $225,000 | Yes (X) |
| HENRY SWIECA 2007 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 7 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $918,620 | Yes (X) |
| HENRY AND ESTHER SWIECA | ||||||
| 8 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $2,706,896 | Yes (X) |
| THE HENRY SWIECA 2010 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 9 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $1,250,000 | Yes (X) |
| HENRY SWIECA 2002 CHARITABLE LEAD TRUST | ||||||
| 10 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $174,000 | Yes (X) |
| HENRY SWIECA 2003 CHARITABLE LEAD TRUST | ||||||
| 11 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $120,360 | 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 | $65,648,402 | BookValueAmt |
| EOYFMV | $66,919,336 | 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 | $13,974 | $0 | $0 | $13,974 |
| PPROFESSIONAL FEES | $1,250 | $0 | $0 | $1,250 |
| FEES | $1,622 | $0 | $0 | $1,622 |
| OTHER DEDUCTIONS | $240,148 | $240,148 | $0 | $0 |
| FOREIGN TAXES PAID | $503 | $503 | $0 | $0 |
| CORPORATION TAXES | $34,003 | $0 | $0 | $34,003 |
| MEALS | $4,773 | $0 | $0 | $4,773 |
| OFFICE | $7,288 | $0 | $0 | $7,288 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Amt | $79,969 | Amt |
Comments