2022-04-24T02:23:12-07:00 2021-10-31 990PF 2020-11-01 116447242 The Swartz Foundation SWAR 6314704761 6 Light House PointRoad Lloyd Harbor NY 11743 James P King Trustee 2022-04-24 James P King 999009999 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X 9800286 X X 152538 152538 152538 485942 817292 485942 662 662 639142 639142 152538 3538 3538 71116 71116 21324 21324 7043 7043 66450 66450 169471 92440 7043 69988 1785588 1785588 1955059 92440 7043 1855576 -1315917 546702 145495 541649 349474 349474 482805 228229 228229 6674394 7365172 7365172 1398030 1680774 1680774 1866 1866 502788 176637 176637 9599666 9800286 9800286 0 X 9599666 9800286 9599666 9800286 9599666 9800286 9599666 -1315917 1516537 9800286 9800286 Morgan Stanley Managed Accounts STCG P 2020-11-01 2020-12-01 152382 152382 152382 Morgan Stanley Managed Accounts LTCG P 2019-11-01 2020-12-01 497085 497085 497085 Morgan Stanley Accts. LTCG Distributions P 2018-11-01 2020-12-01 8938 8938 8938 Pass-through from Partnerships STCG P 2020-11-01 2020-12-01 331350 -331350 -331350 Pass-through from Partnerships LTCG P 2019-11-01 2020-12-01 158887 158887 158887 485942 -178968 7599 7599 7599 3041 2959 6000 1599 false false false false false false false true true NY true false false false false true theswartzfoundation.org Jerome Swartz 6314704761 6 Light House PointRoad Lloyd Harbor NY 11743 false false false false false false false false false false false false false false false false false false false false false false James P King 1239 Route 25A Suite 5 Stony Brook NY 11790 Trustee 2.50 0 Dr Jerome Swartz 6 Light House PointRoad Lloyd Harbor NY 11743 Trustee 5.00 0 Joshua Swartz 18800 NE 29th Avenue 424 Aventura FL 33180 Trustee 5.00 0 Shanah Swartz Gordon 1 Fox Meadow Lane Lloyd Harbor NY 11743 Trustee 1.00 0 Nathan Blumberg 14 Thatch Pond Road Smithtown NY 11787 Trustee 1.00 0 NONE Morgan Stanley 399 Park Avenue 12th Floor New York NY 10022 Financial Advisory 63302 Joseph Katz 100 Riverside Blvd Apt 7F New York NY 10069 Scientific Advisory 45000 Francis Morales 22 Wade Avenue Woburn MA 01801 Website Maintenance 2187 Certilman Balin Adler & Hyman LLP 90 Merrick Avenue 9th Floor East Meadow NY 11554 Legal Services 3538 Terrence Sejnowski 1269 Law Street San Diego CA 92109 Scientific Advisory 15000 Funded research in the fields of applied science and engineering conducted by researchers at the University of California, San Diego. 360000 Funded research in the field of computational neuroscience conducted by scientists at Brandeis University. 135000 Funded research in the field of computational neuroscience conducted by scientists at Cold Spring Harbor Laboratory. 145000 Funded research in the field of computational neuroscience conducted by scientists at eleven other universities. 1145588 9161927 827594 0 9989521 0 9989521 149843 9839678 491984 491984 7599 7599 484385 484385 484385 1855576 1855576 1855576 484385 1048904 1162996 832097 1398454 1767360 6209811 1855576 0 484385 1371191 7581002 0 1048904 6532098 1162996 832097 1398454 1767360 1371191 Dr Jerome Swartz X Univ of Calif San Diego 9500 Gilman Drive La Jolla CA 92093 None N/A Fund Research 360000 California Institute of Tech 381 Holliston Pasadena CA 91125 None N/A Fund Research 135000 Cold Spring Harbor Laboratory 1 Bungtown Road Cold Spring Harbor NY 11724 None Public Fund Research 145000 Harvard University 1350 Massachusetts Avenue Cambridge MA 02138 None N/A Fund Research 135000 Brandeis University 415 South Street Waltham MA 02454 None N/A Fund Research 135000 New York University 4 Washington Place New York NY 10003 None N/A Fund Research 128588 Columbia Universtiy 2960 Broadway New York NY 10027 None N/A Fund Research 135000 The Stony Brook Foundation 330 Administration Stony Brook NY 11794 None N/A Fund Research 2000 Princeton University 4 New South Princeton NJ 08544 None N/A Fund Research 135000 University of Pennsylvania 3901 Walnut Street Philadelphia PA 19104 None N/A Fund Research 75000 University of Pittsburgh 4200 Fifth Avenue Pittsburgh PA 15260 None N/A Fund Research 65000 University of Washington Roosevelt Way NE Seattle WA 98115 None N/A Fund Research 135000 Duke University 2080 Duke University Road Durham NC 27708 None N/A Fund Research 100000 University of Chicago 5801 South Ellis Avenue Chicago IL 60637 None N/A Fund Research 100000 1785588 152538 662 485942 639142 639142 false false false false false false false false false false Morgan Stanley Account: Fixed Income 1680774 1680774 PositScience 187475 187475 Renaissance Institutional Equities Fund 1096188 1096188 Morgan Stanley Account: Equities 6081509 6081509 Machinery and Equipment 1866 1866 NB Co-Investment Partners FMV 52885 52885 Morgan Stanley Account: Alternatives FMV 123752 123752 3538 0 0 3538 Bank Service Fees 75 75 Directors & Officers Liability Insurance 1900 1900 New York State Annual Filing Fee 250 250 Program Advisory Fees 60000 60000 Web Site Hosting Fees 2038 2038 Web Site Maintenance 2187 2187 Other Investment Income 662 662 Management Fees on K-1 Schedules 7814 7814 0 0 Morgan Stanley Management Fees 63302 63302 0 0 Federal Excise Taxes 7043 7043