2020-11-09T16:21:47-06:00 2019-12-31 141555429 UHY ADVISORS NY INC 4 TOWER PLACE EXECUTIVE PARK 7TH FLOOR ALBANY NY 12203 990PF 2019-01-01 342056927 THE SWYER FAMILY FOUNDATION INC SWYE 5184828986 4 TOWER PLACE ALBANY NY 12203 EDWARD PSWYER PRESIDENT 5184828986 2020-10-29 1 WILLIAM KAHN P00543542 5184493166 2020-10-29 100.4.217.155 2020-10-29 18:12:13 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B59154BAD0CE5E99FA62F1661568B3F7DC3B146B 2019 2021-04-22 16:20:28Z X 2910122 X 0 X 49210 49210 88672 410093 88672 137882 137882 0 0 0 5127 0 0 16840 0 0 1410 0 0 23377 0 0 1279757 1279757 1303134 0 1279757 -1165252 137882 1238118 259278 259278 2205241 2650844 2650844 3443359 2910122 2910122 0 0 X 0 0 0 0 3443359 2910122 3443359 2910122 3443359 2910122 3443359 -1165252 632015 2910122 0 2910122 VARIOUS MARKETABLE SECURITIES SOLD IN 2019 410093 321421 88672 88672 88672 0 1974359 2428042 0.813149 2160374 4762922 0.453582 825645 3640604 0.226788 621546 3158219 0.196803 495750 3425702 0.144715 1.835037 0.367007 3129089 1148398 1379 1149777 1279757 X 1379 0 1379 0 1379 5723 0 0 5723 X 0 4344 4344 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 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 2428042 748698 0 3176740 0 0 3176740 47651 3129089 156454 156454 1379 1379 155075 0 155075 0 155075 1279757 0 1279757 1379 1278378 155075 0 0 328843 465543 656325 1923508 1975507 5349726 1279757 0 0 0 155075 1124682 0 0 6474408 0 0 0 0 0 0 328843 6145565 465543 656325 1923508 1975507 1124682 X ADIRONDACK WILD FRIENDS OF THE FOREST PRESERVE PO BOX 9247 NISKAYUNA NY 12039 NONE PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 5000 ALBANY LAW SCHOOL 80 NEW SCOTLAND AVE ALBANY NY 12208 NONE PUBLIC CHARITY RESTRICTED GRANT TO 501(C)3 ORGANIZATION 500000 ALBANY MEDICAL CENTER FOUNDATION 43 NEW SCOTLAND AVE ALBANY NY 12208 NONE PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 50000 ALBANY MEDICAL CENTER FOUNDATION 43 NEW SCOTLAND AVE ALBANY NY 12208 NONE PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 50000 ALBANY PROMUSICA 30 SECOND ST TROY NY 12180 NONE PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 12500 ARCHIVES PARTNERSHIP TRUST CULTURAL EDUCATION CENTER SUITE 9C49 ALBANY NY 12230 NONE PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 5000 BACKSTRETCH EMPLOYEES SERVICES TEAM 40 GEYSER RD SARATOGA SPRINGS NY 12866 NONE PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 13000 CAMPAIGN FOR THE REP 432 STATE ST SCHENECTADY NY 12305 NONE PUBLIC CHARITY RESTRICTED GRANT TO 501(C)3 ORGANIZATION 25000 CENTER FOR ECONOMIC GROWTH 41 STATE ST ALBANY NY 12207 NONE PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 75000 COMMUNITY FOUNDATION OF THE CAPITAL REGION 2 TOWER PLACE ALBANY NY 12203 NONE PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 25000 DOUBLE 'H' RANCH 97 HIDDEN VALLEY RD LAKE LUZERNE NY 12846 NONE PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 75000 EMPIRE CENTER FOR PUBLIC POLICY 30 SOUTH PEARL ST ALBANY NY 12207 NONE PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 5000 HARVARD BUSINESS SCHOOL CLUB OF NEW YORK 1460 BROADWAY NEW YORK NY 10036 NONE PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 12500 NATIONAL MUSEUM OF DANCE 99 SOUTH BROADWAY SARATOGA SPRINGS NY 12866 NONE PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 15000 SARATOGA PERFORMING ARTS CENTER 108 ANENUE OF THE PINES SARATOGA SPRINGS NY 12866 NONE PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 50000 SARATOGA PLAN 112 SPRING ST SARATOGA SPRINGS NY 12866 NONE PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 5000 SARATOGA SPONSOR-A SCHOLAR PO BOX 107 SARATOGA SPRINGS NY 12866 NONE PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 5000 SIENA COLLEGE 515 LOUDON RD LOUDONVILLE NY 12211 NONE PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 10000 SKIDMORE COLLEGE YOUNG WRITER'S INSTITUTE 815 BROADWAY SARATOGA SPRINGS NY 12866 NONE PUBLIC CHARITY RESTRICTED GRANT TO 501(C)3 ORGANIZATION 7500 ST PETERS HEALTH FOUNDATION 310 MANNING BLVD ALBANY NY 12208 NONE PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 25000 THE CORPORATION OF YADDO 312 UNION AVE SARATOGA SPRINGS NY 12866 NONE PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 10000 UNITED JEWISH FEDERATION OF NORTHEASTERN NY TEEN TRAVEL PROGRAM 184 WASHINGTON AVE EXT ALBANY NY 12203 NONE PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 3000 UNITED JEWISH FEDERATION OF NORTHEASTERN NY 184 WASHINGTON AVE EXT ALBANY NY 12203 NONE PUBLIC CHARITY UNRESTRICTED GRANT TO 501(C)3 ORGANIZATION 42000 UNIVERSITY OF ALBANY FOUNDATION 1400 WASHINGTON AVE ALBANY NY 12222 NONE PUBLIC CHARITY RESTRICTED GRANT TO 501(C)3 ORGANIZATION 254257 1279757 0 14 49210 88672 0 49210 88672 137882 8 INVESTMENT DIVERSIFICATION 8 PERIODIC REBALANCING OF INVESTMENTS BY INVESTMENT MANAGERS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING / CONSULTING FEES 5127 0 0 MARKERABLE SECURITIES 2650844 2650844 NET UNREALIZED GAIN ON INVESTMENTS 632015 INVESTMENT ADVISORY FEES 11992 0 0 OTHER COSTS 4848 0 0 NYS CHAR 500 FILING FEES 250 0 0 FEDERAL EXCISE TAXES 1160 0 0