THE SWYER FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: THE SWYER FAMILY FOUNDATION INC (EIN 34-2056927)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-15
IRS object ID: 202333199349103688
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
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Decreases Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-15T11:38:01-06:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	141555429	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	UHY ADVISORS NY INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4 TOWER PLACE EXECUTIVE PARK 7TH	AddressLine1Txt
Address Line2	FLOOR	AddressLine2Txt
City	ALBANY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12203	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	342056927	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE SWYER FAMILY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SWYE	BusinessNameControlTxt
Phone	5184828986	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4 TOWER PLACE	AddressLine1Txt
City	ALBANY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12203	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	EDWARD PSWYER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5184828986	PhoneNum
Signature	2023-11-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	EDWARD	PersonFirstNm
Person Last	PSWYER	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	WILLIAM KAHN	PreparerPersonNm
PTIN	P00543542	PTIN
Phone	5184493166	PhoneNum
Preparation	2023-11-14	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	$5,644,118	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	$4,317,651	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$30,038	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$30,038	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$44,257	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$231,304	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$4,303,432	TotalRevAndExpnssAmt
Total Net Invst Incm	$30,038	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$5,452	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$13,071	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$0	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Net Invst Incm	$246	InterestNetInvstIncmAmt
Taxes Rev And Expnss	$250	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$18,773	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$246	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$918,407	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$918,407	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$937,180	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$246	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$918,407	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$3,366,252	ExcessRevenueOverExpensesAmt
Net Investment Income	$29,792	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$421,915	CashBOYAmt
Cash EOY	$357,459	CashEOYAmt
Cash EOYFMV	$357,459	CashEOYFMVAmt
Corporate Stock BOY	$2,634,643	CorporateStockBOYAmt
Corporate Stock EOY	$5,286,659	CorporateStockEOYAmt
Corporate Stock EOYFMV	$5,286,659	CorporateStockEOYFMVAmt
Total Assets BOY	$3,056,558	TotalAssetsBOYAmt
Total Assets EOY	$5,644,118	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,644,118	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	$3,056,558	RetainedEarningBOYAmt
Retained Earning EOY	$5,644,118	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,056,558	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,644,118	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,056,558	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,644,118	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,056,558	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$3,366,252	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$6,422,810	SubtotalAmt
Other Decreases	$778,692	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$5,644,118	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
NET GAINS ON SALE OF INVESTMENT SECURITIES	$231,304	$226,843	$4,461	$4,461
LOSS FROM PCM PARTNERS L.P. II		$12,307	-$12,307	-$12,307	P
LOSS FROM PCM PARTNERS L.P. II		$36,411	-$36,411	-$36,411	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$44,257	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$414	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$414	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$414	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$5,464	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$5,464	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$5,050	OverpaymentAmt
Applied To ES Tax	$5,050	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	Yes (1)	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	Yes (1)	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	MICHELE CLANCY	IndividualWithBooksNm
Phone	5184828986	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	4 TOWER PLACE	AddressLine1Txt
City	ALBANY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12203	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 (2 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
EDWARD P SWYER
4 TOWER PLACE	ALBANY	NY	12203	PRESIDENT / TRUSTEE	1.00	$0	$0	$0
MICHELE CLANCY
4 TOWER PLACE	ALBANY	NY	12203	TREASURER / TRUSTEE	1.00	$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	$3,960,651	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$389,687	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,350,338	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$4,350,338	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$65,255	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,285,083	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$214,254	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$214,254	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$414	TaxBasedOnInvestmentIncomeAmt
Total Tax	$414	TotalTaxAmt
Distributable Before Adj	$213,840	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$213,840	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$213,840	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$918,407	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$918,407	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$213,840	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$1,923,508	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,975,507	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,124,682	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,346,409	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,631,401	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$8,001,507	TotalExcessDistributionCyovAmt
Qualifying Distributions	$918,407	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$213,840	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$704,567	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$8,706,074	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	$1,923,508	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$6,782,566	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,975,507	ExcessFromYear4Amt
Excess From Year3	$1,124,682	ExcessFromYear3Amt
Excess From Year2	$1,346,409	ExcessFromYear2Amt
Excess From Year1	$1,631,401	ExcessFromYear1Amt
Excess From Current Year	$704,567	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALBANY INSTITUTE OF HISTORY AND ART
125 WASHINGTON AVE	ALBANY	NY	12210	N/A	PUBLIC CHARITY	UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION	$7,500
ALBANY LAW SCHOOL
80 NEW SCOTLAND AVE	ALBANY	NY	12208	N/A	PUBLIC CHARITY	RESTRICTED GRANT TO 501(C)3 ORGANIZATION	$500,000
BACKSTRETCH EMPLOYEES SERVICES TEAM
40 GEYSER ROAD	SARATOGA SPRINGS	NY	12866	N/A	PUBLIC CHARITY	UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION	$15,000
COLLEGE OF ST ROSE
432 WESTERN AVE	ALBANY	NY	12203	N/A	PUBLIC CHARITY	UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION	$2,500
CORPORATION OF YADDO
312 UNION AVE	SARATOGA SPRINGS	NY	12866	N/A	PUBLIC CHARITY	UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION	$5,000
FATHER PETER G YOUNG
134 FRANKLIN ST	ALBANY	NY	12202	N/A	PUBLIC CHARITY	UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION	$1,500
JEWISH FEDERATION OF NE NEW YORK
184 WASHINGTON AVE EXT	ALBANY	NY	12203	N/A	PUBLIC CHARITY	UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION	$94,000
NATURE CONSERVATORY
322 8TH AVE 14TH FLR	NEW YORK	NY	10001	N/A	PUBLIC CHARITY	UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION	$15,000
PEACEFUL ACRES HORSES INC
3740 RYNEX CORNERS RD	PATTERSONVILLE	NY	12137	N/A	PUBLIC CHARITY	UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION	$1,000
SARATOGA HOSPITAL FOUNDATION
211 CHURCH ST	SARATOGA SPRINGS	NY	12866	N/A	PUBLIC CHARITY	UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION	$10,000
SARATOGA PLAN
112 SPRING ST	SARATOGA SPRINGS	NY	12866	N/A	PUBLIC CHARITY	UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION	$2,500
THE COMMUNITY FOUNDATION OF THE CAPITAL REGION
TWO TOWER PLACE	ALBANY	NY	12203	N/A	PUBLIC CHARITY	UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION	$2,500
THEREP
432 STATE ST	SCHENECTADY	NY	12305	N/A	PUBLIC CHARITY	UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION	$2,500
UNIVERSAL PRESERVATION HALL
432 STATE ST	SCHENECTADY	NY	12305	N/A	PUBLIC CHARITY	UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION	$5,000
UNIVERSITY OF ALBANY ALUMNI ASSOCIATION
1400 WASHINGTON AVE	ALBANY	NY	12222	N/A	PUBLIC CHARITY	UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION	$150
UNIVERSITY OF ALBANY FOUNDATION
1400 WASHINGTON AVE	ALBANY	NY	12222	N/A	PUBLIC CHARITY	RESTRICTED GRANT TO 501(C)3 ORGANIZATION	$254,257

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$918,407	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$30,038	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$44,257	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	-$14,219	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$14,219	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

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

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
8	INVESTMENT DIVERSIFICATION
8	PERIODIC REBALANCING OF INVESTMENTS BY INVESTMENT MANAGERS

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 (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
EDWARD P SWYER
1	4 TOWER PLACE	ALBANY	NY	12203	$775,000	Yes (X)
EDWARD P SWYER
2	4 TOWER PLACE	ALBANY	NY	12203	$2,072,060	Yes (X)	Yes (X)
EDWARD P SWYER
3	4 TOWER PLACE	ALBANY	NY	12203	$1,470,591	Yes (X)	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
2	VARIOUS MARKETABLE SECURITIES AT FAIR MARKET VALUE ON DATE OF TRANSFER	$2,072,060	2022-12-01
3	PARTNERSHIP INTEREST IN PCM PARTNERS L.P. II	$1,470,591	2022-11-01

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$5,452	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	MARKERABLE SECURITIES	StockNm
EOY Book Value	$5,286,659	EOYBookValueAmt
EOYFMV	$5,286,659	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	NET UNREALIZED LOSSES ON INVESTMENTS	Desc
Amt	$778,692	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT ADVISORY FEES	CategoryTxt
Amt	$13,071	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	EDWARD P SWYER	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4 TOWER PLACE	AddressLine1Txt
City	ALBANY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12203	ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	NYS CHAR 500 FILING FEES	CategoryTxt
Amt	$250	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

THE SWYER FAMILY FOUNDATION INC: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

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

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp (3 entries)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

US Address USAddress

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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