BETA

THE SWYER FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE SWYER FAMILY FOUNDATION INC (EIN 34-2056927)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-03
IRS object ID
202133079349100808
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-03T09:24:20-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141555429PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 TOWER PLACE EXECUTIVE PARK 7THAddressLine1Txt
Address Line2FLOORAddressLine2Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN342056927EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD PSWYERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5184828986PhoneNum
Signature2021-10-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEDWARDPersonFirstNm
Person LastPSWYERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM KAHNPreparerPersonNm
PTINP00543542PTIN
Phone5184493166PhoneNum
Preparation2021-10-25PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,435,136FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$655,440ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$22,553DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,553DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$824,445NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,461,177GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$824,445CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,502,438TotalRevAndExpnssAmt
Total Net Invst Incm$846,998TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,653OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,903TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,466,257ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,466,257ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,478,160TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,466,257TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$24,278ExcessRevenueOverExpensesAmt
Net Investment Income$846,998NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$259,278CashBOYAmt
Cash EOY$47,397CashEOYAmt
Cash EOYFMV$47,397CashEOYFMVAmt
Corporate Stock BOY$2,650,844CorporateStockBOYAmt
Corporate Stock EOY$2,387,739CorporateStockEOYAmt
Corporate Stock EOYFMV$2,387,739CorporateStockEOYFMVAmt
Total Assets BOY$2,910,122TotalAssetsBOYAmt
Total Assets EOY$2,435,136TotalAssetsEOYAmt
Total Assets EOYFMV$2,435,136TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,910,122RetainedEarningBOYAmt
Retained Earning EOY$2,435,136RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,910,122TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,435,136TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,910,122TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,435,136TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,910,122TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$24,278ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,934,400SubtotalAmt
Other Decreases$499,264OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,435,136TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyNET GAINS ON SALE OF SECURITIESPropertyDesc
Sold2020-06-30SoldDt
Gross Sales Price$1,461,177GrossSalesPriceAmt
Cost Or Other Basis$636,732CostOrOtherBasisAmt
Gain Or Loss$824,445GainOrLossAmt
Gains Minus Excess Or Losses$824,445GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$824,445CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,773InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,773SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,773TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,344EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,344TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$7,429TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,519,176AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$153,338AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,672,514TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,672,514AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,088CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,632,426NetVlNoncharitableAssetsAmt
Minimum Investment Return$131,621MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$131,621MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,773TaxBasedOnInvestmentIncomeAmt
Total Tax$11,773TotalTaxAmt
Distributable Before Adj$119,848DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$119,848DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$119,848DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,466,257ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,466,257QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,466,257AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$119,848DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$465,543ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$656,325ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,923,508ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,975,507ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,124,682ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,145,565TotalExcessDistributionCyovAmt
Qualifying Distributions$1,466,257QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$119,848AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,346,409RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,491,974TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$465,543ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,026,431ExcessDistriCyovToNextYrAmt
Excess From Year4$656,325ExcessFromYear4Amt
Excess From Year3$1,923,508ExcessFromYear3Amt
Excess From Year2$1,975,507ExcessFromYear2Amt
Excess From Year1$1,124,682ExcessFromYear1Amt
Excess From Current Year$1,346,409ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALBANY LAW SCHOOL
80 NEW SCOTLAND AVEALBANYNY12208N/APUBLIC CHARITYRESTRICTED GRANT TO 501(C)3 ORGANIZATION$1,000,000
ALBANY MEDICAL CENTER FOUNDATION
43 NEW SCOTLAND AVEALBANYNY12208N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$50,000
ARCHIVES PARTNERSHIP TRUST
CULTURAL EDUCATION CENTER SUITEALBANYNY12230N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$5,0009C49
CAMPAIGN FOR THE REP
432 STATE STSCHENECTADYNY12305N/APUBLIC CHARITYRESTRICTED GRANT TO 501(C)3 ORGANIZATION$25,000
CAPITAL ROOTS
594 RIVER STREETALBANYNY12180N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$10,000
DOUBLE 'H' RANCH
97 HIDDEN VALLEY RDLAKE LUZERNENY12846N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$25,000
FOREIGN POLICY ASSOCIATION
551 FIFTH AVENUENEW YORKNY10176N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$37,500
ST PETERS HEALTH FOUNDATION
310 MANNING BLVDALBANYNY12208N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$25,000
THE LEGAL PROJECT
24 AVIATION ROADALBANYNY12205N/APUBLIC CHARITYUNRESTRICTED GRANT TO501(C)3 ORGANIZATION$10,000
UNITED JEWISH FEDERATION OF NORTHEASTERN NY
184 WASHINGTON AVE EXTALBANYNY12203N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$21,000
UNIVERSITY OF ALBANY FILM FESTIVAL
1400 WASHINGTON AVEALBANYNY12222N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$2,500
UNIVERSITY OF ALBANY FOUNDATION
1400 WASHINGTON AVEALBANYNY12222N/APUBLIC CHARITYRESTRICTED GRANT TO 501(C)3 ORGANIZATION$254,257
VARIOUS OTHER GRANTS BELOW 1000
4 TOWER PLACEALBANYNY12203N/APUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATIONS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,466,257TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,553ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$824,445ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$846,998ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$846,998TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

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

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

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonEDWARD P SWYERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14 TOWER PLACEAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd
FieldValueIRS element (for citing)
Total Contributions$655,440TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyVARIOUS MARKETABLE SECURITIES AT MARKET VALUE ON DATE OF TRANSFERNoncashPropertyDesc
Fair Market Value$655,440FairMarketValueAmt
Received2021-06-30ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKERABLE SECURITIESStockNm
EOY Book Value$2,387,739EOYBookValueAmt
EOYFMV$2,387,739EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED LOSS ON INVESTMENTSDesc
Amt$499,264Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$11,633$0$0
OTHER COSTS$20$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonEDWARD P SWYERPersonNm

US Address USAddress

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

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