2021-11-03T09:24:20-05:00 2020-12-31 141555429 UHY ADVISORS NY INC 4 TOWER PLACE EXECUTIVE PARK 7TH FLOOR ALBANY NY 12203 990PF 2020-01-01 342056927 THE SWYER FAMILY FOUNDATION INC SWYE 5184828986 4 TOWER PLACE ALBANY NY 12203 EDWARD PSWYER PRESIDENT 5184828986 2021-10-25 1 EDWARD PSWYER 999009999 WILLIAM KAHN P00543542 5184493166 2021-10-25 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 2435136 X 655440 22553 22553 824445 1461177 824445 1502438 846998 0 0 0 250 0 0 11653 0 0 11903 0 0 1466257 1466257 1478160 0 1466257 24278 846998 259278 47397 47397 2650844 2387739 2387739 2910122 2435136 2435136 0 0 X 0 0 0 0 2910122 2435136 2910122 2435136 2910122 2435136 2910122 24278 0 2934400 499264 2435136 NET GAINS ON SALE OF SECURITIES 2020-06-30 1461177 636732 824445 824445 824445 11773 0 11773 0 11773 4344 0 0 0 4344 X 0 7429 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 1 0 0 1 N/A SANDRA L TATEM 5184828986 4 TOWER PLACE ALBANY NY 12203 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EDWARD P SWYER 4 TOWER PLACE ALBANY NY 12203 PRESIDENT / TRUSTEE 1.00 0 0 0 SANDRA TATEM 4 TOWER PLACE ALBANY NY 12203 TREASURER / TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 2519176 153338 0 2672514 0 0 2672514 40088 2632426 131621 131621 11773 11773 119848 0 119848 0 119848 1466257 0 1466257 0 1466257 119848 0 0 465543 656325 1923508 1975507 1124682 6145565 1466257 0 0 0 119848 1346409 0 0 7491974 0 0 0 0 0 0 465543 7026431 656325 1923508 1975507 1124682 1346409 X ALBANY LAW SCHOOL 80 NEW SCOTLAND AVE ALBANY NY 12208 N/A PUBLIC CHARITY RESTRICTED GRANT TO 501(C)3 ORGANIZATION 1000000 ALBANY MEDICAL CENTER FOUNDATION 43 NEW SCOTLAND AVE ALBANY NY 12208 N/A PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 50000 ARCHIVES PARTNERSHIP TRUST CULTURAL EDUCATION CENTER SUITE 9C49 ALBANY NY 12230 N/A PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 5000 CAMPAIGN FOR THE REP 432 STATE ST SCHENECTADY NY 12305 N/A PUBLIC CHARITY RESTRICTED GRANT TO 501(C)3 ORGANIZATION 25000 CAPITAL ROOTS 594 RIVER STREET ALBANY NY 12180 N/A PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 10000 DOUBLE 'H' RANCH 97 HIDDEN VALLEY RD LAKE LUZERNE NY 12846 N/A PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 25000 FOREIGN POLICY ASSOCIATION 551 FIFTH AVENUE NEW YORK NY 10176 N/A PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 37500 ST PETERS HEALTH FOUNDATION 310 MANNING BLVD ALBANY NY 12208 N/A PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 25000 THE LEGAL PROJECT 24 AVIATION ROAD ALBANY NY 12205 N/A PUBLIC CHARITY UNRESTRICTED GRANT TO501(C)3 ORGANIZATION 10000 UNITED JEWISH FEDERATION OF NORTHEASTERN NY 184 WASHINGTON AVE EXT ALBANY NY 12203 N/A PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 21000 UNIVERSITY OF ALBANY FILM FESTIVAL 1400 WASHINGTON AVE ALBANY NY 12222 N/A PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 2500 UNIVERSITY OF ALBANY FOUNDATION 1400 WASHINGTON AVE ALBANY NY 12222 N/A PUBLIC CHARITY RESTRICTED GRANT TO 501(C)3 ORGANIZATION 254257 VARIOUS OTHER GRANTS BELOW 1000 4 TOWER PLACE ALBANY NY 12203 N/A PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATIONS 1000 1466257 0 14 22553 18 824445 0 846998 0 846998 8 INVESTMENT DIVERSIFICATION 8 PERIODIC REBALANCING OF INVESTMENTS BY INVESTMENT MANAGERS 0 0 0 0 0 0 0 0 0 0 X X 1 EDWARD P SWYER 4 TOWER PLACE ALBANY NY 12203 655440 X 1 VARIOUS MARKETABLE SECURITIES AT MARKET VALUE ON DATE OF TRANSFER 655440 2021-06-30 NYS CHAR 500 FEE 250 0 0 MARKERABLE SECURITIES 2387739 2387739 NET UNREALIZED LOSS ON INVESTMENTS 499264 INVESTMENT ADVISORY FEES 11633 0 0 OTHER COSTS 20 0 0 EDWARD P SWYER 4 TOWER PLACE ALBANY NY 12203