SWIECA CHILDREN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SWIECA CHILDREN FOUNDATION (EIN 46-4310665)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-03
- IRS object ID
- 202243079349100924
- Schema version
- 2021v4.2
- 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 Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-03T11:34:07-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-01 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YUSSIE STEIER | PreparerPersonNm |
| PTIN | P00178538 | PTIN |
| Phone | 2124253300 | PhoneNum |
| Preparation | 2022-11-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $77,213,052 | 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 | $8,255,781 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $544,003 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $544,003 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,153,792 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,221,945 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,153,792 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,953,582 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,697,801 | 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 | $3,755 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,755 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $524,325 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $344,993 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $179,332 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $528,080 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $348,748 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $179,332 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,359,337 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,359,337 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,887,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $348,748 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,538,669 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,066,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,349,053 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$7 | CashEOYAmt |
| Cash EOYFMV | -$7 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $31,079 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,628 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,628 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $51,312,398 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $61,338,277 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $77,147,431 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $51,343,477 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,403,898 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $77,213,052 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,744 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,744 | 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 | $51,337,733 | RetainedEarningBOYAmt |
| Retained Earning EOY | $61,403,898 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,337,733 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $61,403,898 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,343,477 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,403,898 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,337,733 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,066,165 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $61,403,898 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $61,403,898 | 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 |
|---|---|---|---|---|
| THRU SWIECA FOUNDATION LLC | P | $157,506 | $157,506 | $157,506 |
| THRU SWIECA FOUNDATION LLC | P | $5,064,439 | $5,064,439 | $5,064,439 |
| MSFT | P | -$68,153 | -$68,153 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,153,792 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $74,352 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $74,352 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $74,352 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,003 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $22,162 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $62,165 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $12,187 | TaxDueAmt |
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 | 0 | 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 | $71,297,564 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,548 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,358,112 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $71,358,112 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,070,372 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,287,740 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,514,387 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,514,387 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $74,352 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $74,352 | TotalTaxAmt |
| Distributable Before Adj | $3,440,035 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,440,035 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,440,035 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,538,669 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,538,669 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,440,035 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $67,184 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $60,138 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $51,231 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,991 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $185,544 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,538,669 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,440,035 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $98,634 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $284,178 | 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 | $67,184 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $216,994 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $60,138 | ExcessFromYear3Amt |
| Excess From Year2 | $51,231 | ExcessFromYear2Amt |
| Excess From Year1 | $6,991 | ExcessFromYear1Amt |
| Excess From Current Year | $98,634 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEZER | |||||||
| 334 CENTRAL AVENUE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| AFYCT | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $520 |
| AMERICAN FRIENDS OF MAAGALIM | |||||||
| 4101 PINE TREE DRIVE UNIT 509 | MIAMI BEACH | FL | 33140 | N/A | PUBLIC CHARITY | EDUCATION | $500 |
| AMERICAN FRIENDS OF OHR HATALMUD | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $24,695 |
| BIKE FOR CHAI | |||||||
| 5 AIRPORT ROAD | LAKEWWOD | NJ | 08701 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| CHABAD AT STONY BROOK | |||||||
| 31 MT RD | STONY BROOK | NY | 11790 | N/A | PUBLIC CHARITY | EDUCATION | $1,200 |
| CHABAD LOWER EAST SIDE | |||||||
| 37 ESSEX STREET | NEW YORK | NY | 10002 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| CHABAD OF INWOOD | |||||||
| 577 ISHAM ST2E | NEW YORK | NY | 10034 | N/A | PUBLIC CHARITY | EDUCATION | $3,600 |
| CHABAD OF MAMI BEACH | |||||||
| 5401 COLLINS AVENUE | MIAMI BEACH | FL | 33140 | N/A | PUBLIC CHARITY | EDUCATION | $300 |
| CHABAD WEST SIDE | |||||||
| 170 W 97TH STREET | NEW YORK | NY | 10025 | N/A | PUBLIC CHARITY | EDUCATION | $2,160 |
| CHEDER HASEPHARADI MAOR Y MONTR | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $829 |
| CHIZUK HATAORAH INC | |||||||
| 96 PARKVILLE AVENUE | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | EDUCATION | $2,000 |
| CIJE | |||||||
| 45 BROADWAY | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | EDUCATION | $3,600 |
| CONGREGATION KEHILATH JESHURUN | |||||||
| 125 E 85TH STREET | NEW YORK | NY | 10028 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| CONGREGATION MISHKAN YOSSEF | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $12,850 |
| CONGREGATION TORAH TEMIMAH | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $130 |
| CONGREGATION BETH PINCHOS | |||||||
| 1710 BEACONSTREET | BROOKLINE | MA | 02445 | N/A | PUBLIC CHARITY | EDUCATION | $130 |
| DARCHAI MENACHE | |||||||
| 432 RUTLAND ROAD | BROOKLYN | NY | 11203 | N/A | PUBLIC CHARITY | EDUCATION | $2,000 |
| EB GREGGS GIFT COMEDY | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $150 |
| EB LITTLE CHAMPIONS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $750 |
| EDUCATION REFORM NOW | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $2,500 |
| FRIENDS OF ITAMAR | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| FRIENDS OF THE IFL | |||||||
| 85 CRESTON AVENUE | TENAFLY | NJ | 07670 | N/A | PUBLIC CHARITY | EDUCATION | $18,000 |
| GO KOSHER | |||||||
| 550 EMPIRE BLVD | BROOKLYN | NY | 11225 | N/A | PUBLIC CHARITY | EDUCATION | $613 |
| GURAL JCC | |||||||
| 27 GROVE AVENUE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITY | EDUCATION | $2,235 |
| HACHAYIM VEHASHALOM | |||||||
| 530 CENTRAL AVE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITY | EDUCATION | $10,886 |
| 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 | $405 |
| JEWISH LATIN CENTER | |||||||
| 27 W 23RD STREET | NEW YORK | NY | 10010 | N/A | PUBLIC CHARITY | EDUCATION | $5,565 |
| JEWSINTECH | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| JFUNDERS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $100 |
| JGIVE-FRIEND OF ASOR | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $362 |
| KSPACE MIAMI | |||||||
| 3575 NE 207TH STREET | AVENTURA | FL | 33180 | N/A | PUBLIC CHARITY | EDUCATION | $460 |
| LAKEWOOD SEPHARDIC CONGREGATION | |||||||
| 80 COLES WAY | LAKEWWOD | NJ | 08701 | N/A | PUBLIC CHARITY | EDUCATION | $52 |
| LONG BEACH VOLUNTEER FIRE DEPAR | |||||||
| 1 W CHESTER ST | LOMG BEACH | NY | 11561 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| MANHATTAN SEPHARDIC CO | |||||||
| 325 E 75TH STREET | NEW YORK | NY | 10021 | N/A | PUBLIC CHARITY | EDUCATION | $780 |
| MATTANE BESSETER BESSIMHA | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $382 |
| MEIR PANIM LACHAYAL | |||||||
| 383 KINGSTON AVE | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | EDUCATION | $9,750 |
| MEOR | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $3,654 |
| MEOROT | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $2,284 |
| MERKAZ-HAGEULA | |||||||
| 2292 CONEY ISLAND AVENUE | BROOKLYN | NY | 11223 | N/A | PUBLIC CHARITY | EDUCATION | $2,000 |
| MKNJ | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $743 |
| MOISE SAFRA CENTER | |||||||
| 130 E 82ND STREET | NEW YORK | NY | 10028 | N/A | PUBLIC CHARITY | EDUCATION | $4,620 |
| MOUNT MORIAH CEMETRY OF NEW JERSEY | |||||||
| 685 FAIRVIEW AVE | FAIRVIEW | NJ | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $255 |
| NAMI NYC METRO | |||||||
| 505 EIGHTH AVENUE SUITE 1103 | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| NASSAU COUNTY POLICE DEPT FOUN | |||||||
| 734 FRANKLIN AVENUE | GARDEN CITY | NY | 11530 | N/A | PUBLIC CHARITY | EDUCATION | $3,600 |
| NY SYNAGOGUE AND TORAH CENTER | |||||||
| 165 E 66TH STREET | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | EDUCATION | $10,000 |
| OUR PLACE | |||||||
| 1815 AVENUE M | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | EDUCATION | $3,600 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| SHAARE RACHAMIM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $52 |
| TANYA FOUNDATION | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $6,265 |
| TANYA JEWISH CENTER | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $2,070 |
| TCF-KINDNESSTODAY | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $260 |
| TEACH FOR ISRAEL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| THE FRISCH SCHOOL | |||||||
| 120 W CENTURY ROAD | PARAMUS | NJ | 07652 | N/A | PUBLIC CHARITY | EDUCATION | $88 |
| THE JEWISH LEARNING CENTER | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $900 |
| THE LINCOLN CENTER CORPORATE FU | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $2,000 |
| THE MENACHEM EDUCATION FOUNDATI | |||||||
| 411 KINGSTON AVENUE | BROOKLYN | NY | 11225 | N/A | PUBLIC CHARITY | EDUCATION | $23,000 |
| THE SWIECA CF PHILANTHROPIC FUND AT VANGUARD CHARITABLE DONOR ADVISED FUND | |||||||
| NA | NA | NY | 10022 | N/A | PRIVATE FOUNDATION | EDUCATION | $3,145,000 |
| THE TIKVAH FUND | |||||||
| 165 E 56TH ST 4TH FLOOR | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $100 |
| TIFERET TORAH ACADEMY | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| FAMILY NEST ASSOCIATION | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| TORAH CENTER OF MARINE PARK | |||||||
| 3602 QUENTIN ROAD | BROOKLYN | NY | 11234 | N/A | PUBLIC CHARITY | EDUCATION | $180 |
| TOV ORGINIZATION | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $182 |
| UNIVERSITY OF MICHIGAN | |||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | N/A | PUBLIC CHARITY | EDUCATION | $10,000 |
| YACHAD | |||||||
| 11 BROADWAY 13TH FLOOR | NEW YORK | NY | 10004 | N/A | PUBLIC CHARITY | EDUCATION | $2,600 |
| YALDEI SHLUCHEI HAREBBE | |||||||
| 479A EMPIRE BLVD SUITE A | BROOKLYN | NY | 11225 | N/A | PUBLIC CHARITY | EDUCATION | $3,600 |
| YESHIVA SHAAREI ARAZIM | |||||||
| 201 NY-306 | MONSEY | NY | 10952 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| YESHIVAT SHAARE TESHUVA VECHAIM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $182 |
| YOUNG ISRAEL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,722 |
| YOUNG ISRAEL BAL HARBOUR | |||||||
| 9580 ABBOTT AVENUE | SURFSIDE | FL | 33154 | N/A | PUBLIC CHARITY | EDUCATION | $630 |
| YOUNG JEWISH PROFESSIONAL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| CONGREGATION OHR TORAH | |||||||
| 410 HUNGRY HARBOR ROAD | VALLEY STREAM | NY | 11581 | N/A | PUBLIC CHARITY | EDUCATION | $412 |
| NETIVOTH ISRAEL CONGREGATIONL | |||||||
| 1617 OCEAN PKWY | BROOKLYN | NY | 11223 | N/A | PUBLIC CHARITY | EDUCATION | $620 |
| RABBI MEIR BAAL HANEIS SALANT | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $52 |
| TOMCHEI TZEDAKA CORP | |||||||
| 16 BRIDGEWOOD AVE | LAKEWWOD | NJ | 08701 | N/A | PUBLIC CHARITY | EDUCATION | $720 |
| AMERICAN FRIENDS OF DOR VADOR INSTITUTE | |||||||
| 1413 PRESIDENT STREET | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | EDUCATION | $420 |
| MISHKAN MEIR | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $182 |
| CONG TORAH TMIMAH | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,359,337 | 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 | $6 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $544,003 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,153,792 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,697,801 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,697,801 | 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 2002 CHARITABLE LEAD TRUST | ||||||
| 1 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $174,000 | Yes (X) |
| HENRY SWIECA 2009 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 2 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $2,632,500 | Yes (X) |
| HENRY SWIECA 2019 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 3 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $18,180 | Yes (X) |
| HENRY SWIECA 2020 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 4 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $16,908 | Yes (X) |
| THE HENRY SWIECA 2013 CHARITABLE LEAD TRUST | ||||||
| 5 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $66,647 | 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 2015 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 7 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $135,713 | Yes (X) |
| HENRY AND ESTHER SWIECA | ||||||
| 8 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $4,986,833 | 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 | $61,338,277 | BookValueAmt |
| EOYFMV | $77,147,431 | 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 | $12,055 | $0 | $0 | $12,055 |
| PROFESSIONAL FEES | $1,250 | $0 | $0 | $1,250 |
| FEES | $3,231 | $0 | $0 | $3,231 |
| OTHER DEDUCTIONS | $344,912 | $344,912 | $0 | $0 |
| FOREIGN TAXES PAID | $81 | $81 | $0 | $0 |
| CORPORATION TAXES | $157,964 | $0 | $0 | $157,964 |
| MEALS | $3,231 | $0 | $0 | $3,231 |
| OFFICE | $1,601 | $0 | $0 | $1,601 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DONATIONS | Desc |
| BOY Book Value | $5,744 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
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