BETA

THE SWYER FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE SWYER FAMILY FOUNDATION INC (EIN 34-2056927)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-09
IRS object ID
202003149349101620
Schema version
2019v5.1
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)
Return2020-11-09T16:21:47-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM KAHNPreparerPersonNm
PTINP00543542PTIN
Phone5184493166PhoneNum
Preparation2020-10-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address100.4.217.155IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-29IPDt
IP Tm18:12:13IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdB59154BAD0CE5E99FA62F1661568B3F7DC3B146BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,910,122FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$49,210DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,210DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$88,672NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$410,093GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$88,672CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$137,882TotalRevAndExpnssAmt
Total Net Invst Incm$137,882TotalNetInvstIncmAmt
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$5,127AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$16,840OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,410TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,377TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,279,757ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,279,757ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,303,134TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,279,757TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,165,252ExcessRevenueOverExpensesAmt
Net Investment Income$137,882NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,238,118CashBOYAmt
Cash EOY$259,278CashEOYAmt
Cash EOYFMV$259,278CashEOYFMVAmt
Corporate Stock BOY$2,205,241CorporateStockBOYAmt
Corporate Stock EOY$2,650,844CorporateStockEOYAmt
Corporate Stock EOYFMV$2,650,844CorporateStockEOYFMVAmt
Total Assets BOY$3,443,359TotalAssetsBOYAmt
Total Assets EOY$2,910,122TotalAssetsEOYAmt
Total Assets EOYFMV$2,910,122TotalAssetsEOYFMVAmt
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$3,443,359RetainedEarningBOYAmt
Retained Earning EOY$2,910,122RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,443,359TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,910,122TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,443,359TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,910,122TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,443,359TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,165,252ExcessRevenueOverExpensesAmt
Other Increases$632,015OtherIncreasesAmt
Subtotal$2,910,122SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,910,122TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVARIOUS MARKETABLE SECURITIES SOLD IN 2019PropertyDesc
Gross Sales Price$410,093GrossSalesPriceAmt
Cost Or Other Basis$321,421CostOrOtherBasisAmt
Gain Or Loss$88,672GainOrLossAmt
Gains Minus Excess Or Losses$88,672GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$88,672CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,974,359AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,428,042NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.813149DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,160,374AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,762,922NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.453582DistributionYr2Rt
Adjusted Qlfy Distri Yr3$825,645AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,640,604NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.226788DistributionYr3Rt
Adjusted Qlfy Distri Yr4$621,546AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,158,219NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.196803DistributionYr4Rt
Adjusted Qlfy Distri Yr5$495,750AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,425,702NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.144715DistributionYr5Rt
Total Distribution1.835037TotalDistributionRt
Average Distribution0.367007AverageDistributionRt
Net Vl Noncharitable Assets$3,129,089NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,148,398AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,379NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,149,777AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,279,757QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,379InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,379SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,379TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,723EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,723TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$4,344OverpaymentAmt
Applied To ES Tax$4,344AppliedToESTaxAmt
Refund$0RefundAmt

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 Contributors0NewSubstantialContributorsInd
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$2,428,042AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$748,698AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,176,740TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,176,740AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$47,651CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,129,089NetVlNoncharitableAssetsAmt
Minimum Investment Return$156,454MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$156,454MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,379TaxBasedOnInvestmentIncomeAmt
Total Tax$1,379TotalTaxAmt
Distributable Before Adj$155,075DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$155,075DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$155,075DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,279,757ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,279,757QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,379PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,278,378AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$155,075DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$328,843ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$465,543ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$656,325ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,923,508ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,975,507ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,349,726TotalExcessDistributionCyovAmt
Qualifying Distributions$1,279,757QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$155,075AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,124,682RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$6,474,408TotalCorpusAmt
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$328,843ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,145,565ExcessDistriCyovToNextYrAmt
Excess From Year4$465,543ExcessFromYear4Amt
Excess From Year3$656,325ExcessFromYear3Amt
Excess From Year2$1,923,508ExcessFromYear2Amt
Excess From Year1$1,975,507ExcessFromYear1Amt
Excess From Current Year$1,124,682ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADIRONDACK WILD FRIENDS OF THE FOREST PRESERVE
PO BOX 9247NISKAYUNANY12039NONEPUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$5,000
ALBANY LAW SCHOOL
80 NEW SCOTLAND AVEALBANYNY12208NONEPUBLIC CHARITYRESTRICTED GRANT TO 501(C)3 ORGANIZATION$500,000
ALBANY MEDICAL CENTER FOUNDATION
43 NEW SCOTLAND AVEALBANYNY12208NONEPUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$50,000
ALBANY MEDICAL CENTER FOUNDATION
43 NEW SCOTLAND AVEALBANYNY12208NONEPUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$50,000
ALBANY PROMUSICA
30 SECOND STTROYNY12180NONEPUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$12,500
ARCHIVES PARTNERSHIP TRUST
CULTURAL EDUCATION CENTER SUITEALBANYNY12230NONEPUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$5,0009C49
BACKSTRETCH EMPLOYEES SERVICES TEAM
40 GEYSER RDSARATOGA SPRINGSNY12866NONEPUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$13,000
CAMPAIGN FOR THE REP
432 STATE STSCHENECTADYNY12305NONEPUBLIC CHARITYRESTRICTED GRANT TO 501(C)3 ORGANIZATION$25,000
CENTER FOR ECONOMIC GROWTH
41 STATE STALBANYNY12207NONEPUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$75,000
COMMUNITY FOUNDATION OF THE CAPITAL REGION
2 TOWER PLACEALBANYNY12203NONEPUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$25,000
DOUBLE 'H' RANCH
97 HIDDEN VALLEY RDLAKE LUZERNENY12846NONEPUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$75,000
EMPIRE CENTER FOR PUBLIC POLICY
30 SOUTH PEARL STALBANYNY12207NONEPUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$5,000
HARVARD BUSINESS SCHOOL CLUB OF NEW YORK
1460 BROADWAYNEW YORKNY10036NONEPUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$12,500
NATIONAL MUSEUM OF DANCE
99 SOUTH BROADWAYSARATOGA SPRINGSNY12866NONEPUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$15,000
SARATOGA PERFORMING ARTS CENTER
108 ANENUE OF THE PINESSARATOGA SPRINGSNY12866NONEPUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$50,000
SARATOGA PLAN
112 SPRING STSARATOGA SPRINGSNY12866NONEPUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$5,000
SARATOGA SPONSOR-A SCHOLAR
PO BOX 107SARATOGA SPRINGSNY12866NONEPUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$5,000
SIENA COLLEGE
515 LOUDON RDLOUDONVILLENY12211NONEPUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$10,000
SKIDMORE COLLEGE YOUNG WRITER'S INSTITUTE
815 BROADWAYSARATOGA SPRINGSNY12866NONEPUBLIC CHARITYRESTRICTED GRANT TO 501(C)3 ORGANIZATION$7,500
ST PETERS HEALTH FOUNDATION
310 MANNING BLVDALBANYNY12208NONEPUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$25,000
THE CORPORATION OF YADDO
312 UNION AVESARATOGA SPRINGSNY12866NONEPUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$10,000
UNITED JEWISH FEDERATION OF NORTHEASTERN NY TEEN TRAVEL PROGRAM
184 WASHINGTON AVE EXTALBANYNY12203NONEPUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$3,000
UNITED JEWISH FEDERATION OF NORTHEASTERN NY
184 WASHINGTON AVE EXTALBANYNY12203NONEPUBLIC CHARITYUNRESTRICTED GRANT TO 501(C)3 ORGANIZATION$42,000
UNIVERSITY OF ALBANY FOUNDATION
1400 WASHINGTON AVEALBANYNY12222NONEPUBLIC CHARITYRESTRICTED GRANT TO 501(C)3 ORGANIZATION$254,257
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,279,757TotalGrantOrContriPdDurYrAmt
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$49,210ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$88,672RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$49,210ExclusionAmt
Related Or Exempt Function Incm$88,672RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$137,882TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING / CONSULTING FEESCategoryTxt
Amt$5,127Amt
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$2,650,844EOYBookValueAmt
EOYFMV$2,650,844EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAIN ON INVESTMENTSDesc
Amt$632,015Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$11,992$0$0
OTHER COSTS$4,848$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS CHAR 500 FILING FEES$250$0$0
FEDERAL EXCISE TAXES$1,160$0$0

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