SWIECA CHILDREN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SWIECA CHILDREN FOUNDATION (EIN 46-4310665)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-26
- IRS object ID
- 202023009349100712
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-26T11:24:52-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 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 | 2019-01-01 | 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 | 2020-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YUSSIE STEIER | PreparerPersonNm |
| PTIN | P00178538 | PTIN |
| Phone | 2124253300 | PhoneNum |
| Preparation | 2020-10-21 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.101.14.123 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-21 | IPDt |
| IP Tm | 10:44:12 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4E873BB0B7C4920F4BD18C69B1001706E0A348A7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $52,906,784 | 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 | $3,218,774 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $735 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $735 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $590,696 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $590,696 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,783,703 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,783,703 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,783,703 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,593,908 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,375,134 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $363 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $363 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,922 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,922 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $447,530 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $412,205 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,325 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $463,815 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $412,568 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,247 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,439,742 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,439,742 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,903,557 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $412,568 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,490,989 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,690,351 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,962,566 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,542,440 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $174,633 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $174,633 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $42,526,204 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $48,586,542 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $52,732,151 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $44,068,644 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,761,175 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,906,784 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,180 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,180 | 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 | $44,068,644 | RetainedEarningBOYAmt |
| Retained Earning EOY | $48,758,995 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,068,644 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,758,995 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,068,644 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,761,175 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,068,644 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,690,351 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $48,758,995 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,758,995 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| THRU SWIECA FOUNDATION LLC | P | $105,772 | $105,772 | $105,772 |
| THRU SWIECA FOUNDATION LLC | P | $3,677,931 | $3,677,931 | $3,677,931 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,783,703 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,325,721 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $45,782,948 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050799 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,838,909 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $37,836,232 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048602 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,440,982 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,579,836 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052248 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $881,403 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,716,451 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052727 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $399,520 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,095,179 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056309 | DistributionYr5Rt |
| Total Distribution | 0.260685 | TotalDistributionRt |
| Average Distribution | 0.052137 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $50,380,170 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,626,671 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $39,626 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,666,297 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,490,989 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $79,251 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $79,251 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $79,251 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,128 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $54,128 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $25,123 | 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 | $51,035,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,617 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,147,381 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,147,381 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $767,211 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,380,170 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,519,009 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,519,009 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $79,251 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $79,251 | TotalTaxAmt |
| Distributable Before Adj | $2,439,758 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,439,758 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,439,758 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,490,989 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,490,989 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,490,989 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,439,758 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $32,242 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $67,184 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $60,138 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $159,564 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,490,989 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,439,758 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $51,231 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $210,795 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $210,795 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,242 | ExcessFromYear4Amt |
| Excess From Year3 | $67,184 | ExcessFromYear3Amt |
| Excess From Year1 | $60,138 | ExcessFromYear1Amt |
| Excess From Current Year | $51,231 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFYCT | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,040 |
| ACHIEZER | |||||||
| 334 CENTRAL AVE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | EDUCATION | $104 |
| AGUDAS YISROEL BAIS BINYOMIN CHESSED FUND | |||||||
| 2913 AVE L | BROOKLYN | NY | 11210 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| AMERICAN FRIENDS OF MAGEN HAYEL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $130 |
| AMERICAN FRIENDS OF MAGEN DAVID | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $3,600 |
| AMERICAN FRIENDS OF OHR HATALMUD | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $3,880 |
| AMERICAN FRIENDS OF REUTH | |||||||
| 600 COLOMBUS AVE | NEW YORK | NY | 10024 | N/A | PUBLIC CHARITY | EDUCATION | $500 |
| AMERICAN FRIENDS OF YAD LEAH | |||||||
| 362 SOUTH PARKWAY | CLIFTON | NJ | 07014 | N/A | PUBLIC CHARITY | EDUCATION | $520 |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| 500 FIFTH AVENUE 42ND FLOOR | NEW YORK | NY | 10110 | N/A | PUBLIC CHARITY | EDUCATION | $2,366 |
| AMERICAN FRIENDS OF YESHIVAS CHACH TSORFAT | |||||||
| 72 WHISPER CT | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITY | EDUCATION | $520 |
| AMERICAS VOICES IN ISRAEL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| BETH JOSEF NOWARDOK | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $260 |
| BIKE FOR CHAI | |||||||
| 106 CLIFTON AVE | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITY | EDUCATION | $1,365 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 3RD AVE 10TH FL | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITY | EDUCATION | $36,000 |
| AMIT | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $3,000 |
| AVENUE R SEPHARDIC CONGREGATION | |||||||
| 2208 AVENUE S | BROOKLYN | NY | 11229 | N/A | PUBLIC CHARITY | EDUCATION | $182 |
| CHABAD AT STONY BROOK | |||||||
| 31 MT RD | STONY BROOK | NY | 11790 | N/A | PUBLIC CHARITY | EDUCATION | $520 |
| CHABAD HOUSE BOWERY | |||||||
| 353 BOWERY | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | EDUCATION | $1,872 |
| CHABAD OF ANN ARBOR MICHIGAN | |||||||
| 715 HILL STREET | ANN ARBOR | MI | 48104 | N/A | PUBLIC CHARITY | EDUCATION | $7,200 |
| BAIT YAACOV | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $182 |
| BEER YITSHAK | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $182 |
| BIG VISION | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,880 |
| CHILDREN AID FUND | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $182 |
| CCFP | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $2,600 |
| CENTRAL FUND OF ISRAEL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| CHASDEI YOSEF CHAI | |||||||
| 1246 E 72ND STREET | BROOKLYN | NY | 11234 | N/A | PUBLIC CHARITY | EDUCATION | $130 |
| CONGREGATION KEHILATH JESHURUN | |||||||
| 125 E 85TH STREET | NEW YORK | NY | 10028 | N/A | PUBLIC CHARITY | EDUCATION | $675 |
| CHMOL | |||||||
| 5225 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | EDUCATION | $52 |
| CONGREGATION MISHKAN YOSSEF | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $7,850 |
| DEGEL HATORAH | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $36 |
| CONGREGATION AHAVAT SHALOM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $182 |
| EMET | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| CONGREGATION EDMOND J SAFRA | |||||||
| 11 E 63RD STREET | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | EDUCATION | $144 |
| CONGREGATION YAM HATORAH | |||||||
| 1573 E 10TH STREET | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | EDUCATION | $130 |
| COUNT ME IN | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $26 |
| DANIELLA MOFSON FOUNDATION | |||||||
| 400 E 84TH STREET | NEW YORK | NY | 10028 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| DARKAYNU | |||||||
| 2040 STREET | WARRINGTON | PA | 18976 | N/A | PUBLIC CHARITY | EDUCATION | $1,300 |
| GO KOSHER | |||||||
| 550 EMPIRE BLVD | BROOKLYN | NY | 11225 | N/A | PUBLIC CHARITY | EDUCATION | $613 |
| MOISE SAFRA CENTER | |||||||
| 130 E 82ND STREET | NEW YORK | NY | 10028 | N/A | PUBLIC CHARITY | EDUCATION | $171 |
| EMUNAH OF AMERICAN | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $80 |
| HACHAYIM VEHASHALOM | |||||||
| 530 CENTRAL AVE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITY | EDUCATION | $13,454 |
| EXTRAGIVE 2019 | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $378 |
| HATZALAH OF ROCKAWAYS & NASSAU | |||||||
| 621 BEACH 9TH STREET | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| FRIENDSHIP CIRCLE | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $3,600 |
| GO CHARITY | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,089 |
| GO FUND ME | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $5 |
| IMPACT AFRICA NETWORK | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $250 |
| IRA SOHN CONFERENCE FOUNDATION | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $9,825 |
| INWOOD JEWS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $3,750 |
| JEM COMUNITY CENTER | |||||||
| 9930 S SANTA MONICA BLVD | BEVERLY HILLS | CA | 90212 | N/A | PUBLIC CHARITY | EDUCATION | $1,080 |
| JEW IN THE CITY | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $12,900 |
| JEWISH CENTER OF ATLANTIC BEACH | |||||||
| 100 NASSAU AVENUE | ATLANIC BEACH | NY | 11509 | N/A | PUBLIC CHARITY | EDUCATION | $500 |
| JEWISH RESOURCE CENTER | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $8,026 |
| KBA ACADEMY | |||||||
| 1007 LAUREL OAK ROAD | VOORHESS | NJ | 08043 | N/A | PUBLIC CHARITY | EDUCATION | $5,910 |
| JORDAN AVI OGMAN FOUNDATION | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $720 |
| KJ SEPHARDIC MINYAN | |||||||
| 125 E 85TH STREET | NEW YORK | NY | 10028 | N/A | PUBLIC CHARITY | EDUCATION | $5,600 |
| MATTANE BESSETER BESSIMCHA | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $104 |
| MAZKERET CHALFON | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $104 |
| MEOR | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $20,263 |
| MEOROT | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $234 |
| MEIR PANIM LACHAYAL | |||||||
| 383 KINGSTON AVE | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | EDUCATION | $300 |
| MENACHEM EDUCATION | |||||||
| 411 KINGSTON AVE | BROOKLYN | NY | 11225 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| MOUNT MORIAH CEMETRY OF NEW JERSEY | |||||||
| 685 FAIRVIEW AVE | FAIRVIEW | NJ | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $240 |
| MJO | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $260 |
| NAMI NYC METRO | |||||||
| 505 EIGHTH AVENUE SUITE 1103 | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| MORASHA OLAMI | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| NY SYNAGOGUE AND TORAH CENTER | |||||||
| 165 E 66TH STREET | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | EDUCATION | $9,000 |
| NUCHABAD | |||||||
| 2014 ORRINGTON AVENUE | EVANSTON | IL | 60201 | N/A | PUBLIC CHARITY | EDUCATION | $2,600 |
| OHEL YESHARIM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $260 |
| OR CHADASH | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $130 |
| OU | |||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | N/A | PUBLIC CHARITY | EDUCATION | $100 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| PG FAMILY FOUNDATION | |||||||
| 1841 BROADWAY | NEW YORK | NY | 10023 | N/A | PUBLIC CHARITY | EDUCATION | $1,500 |
| RABBI MEIR BAAL HANEIS SALANT | |||||||
| 15 NEGBA STREET | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITY | EDUCATION | $26 |
| RAPHAEL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $182 |
| REFUAYESHUA | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $52 |
| SHULAMIT SCHOOL FOR GIRLS | |||||||
| 305 CEDARHURST AVEUNE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITY | EDUCATION | $52 |
| SOROKA | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $382 |
| TAMID GROUP | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| THE FRISCH SCHOOL | |||||||
| 120 W CENTURY ROAD | PARAMUS | NJ | 07652 | N/A | PUBLIC CHARITY | EDUCATION | $1,818 |
| TORAH TEMMIMA | |||||||
| 555 OCEAN PARKWAY | BROOKLYN | NY | 11218 | N/A | PUBLIC CHARITY | EDUCATION | $182 |
| TOURO COLLEGE | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $3,200 |
| STAND WITH US | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| THE ALGEMEINER | |||||||
| 208 EAST 51ST STREET SUITE 185 | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $2,600 |
| TOV LI FOUNDATION | |||||||
| 553 CENTRAL AVENUE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITY | EDUCATION | $658 |
| TOV ORGANIZATION | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,982 |
| THE SWIECA CF PHILANTHROPIC FUND AT VANGUARD CHARITABLE DONOR ADVISED FUND | |||||||
| NA | NA | NY | 10022 | N/A | PRIVATE FOUNDATION | EDUCATION | $2,175,000 |
| TOMCHEI SHABBOS YAD YASHAYA | |||||||
| 634 OAK DR | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITY | EDUCATION | $234 |
| TOMCHEI TZEDAKA | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $104 |
| TORAH LINKS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $7,200 |
| UJA FEDERATION | |||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $675 |
| UNITED WEST | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| URBAN ARTS PARTNERSHIP | |||||||
| 39 W 19TH STREET 5TH FL | NEW YORK | NY | 10011 | N/A | PUBLIC CHARITY | EDUCATION | $940 |
| WPY GO FUND ME | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $36 |
| WPY HELP OUR SUPERSTAR | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| WPY YOUNG MOTHER OF 4 | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $3,213 |
| YACHAD | |||||||
| 11 BROADWAY 13TH FLOOR | NEW YORK | NY | 10004 | N/A | PUBLIC CHARITY | EDUCATION | $2,600 |
| WAXMAN CHABAD CENTER | |||||||
| 2479 S GREEN ROAD | CLEVELAND | OH | 44122 | N/A | PUBLIC CHARITY | EDUCATION | $738 |
| YEHUDI | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $3,100 |
| YALDEI SHLUCHEI | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $6,200 |
| YESHIVA SHAAREI ARAZIM | |||||||
| 201 NY-306 | MONSEY | NY | 10952 | N/A | PUBLIC CHARITY | EDUCATION | $2,600 |
| 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 | $1,812 |
| YESHIVA TIFERETH JERUSALEM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $613 |
| YOUNG PROFESSIONAL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $215 |
| YWA | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| ALEH ISRAEL FOUNDATION | |||||||
| 5317 13TH AVENUE | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| ALLIANCE GUA | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| ALS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,250 |
| UPPER EAST SIDE HATZOLAH | |||||||
| 125 E 85TH STREET | NEW YORK | NY | 10028 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,439,742 | 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 | $735 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $590,696 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,783,703 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,375,134 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,375,134 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| HENRY SWIECA 2007 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 1 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $1,701,120 | Yes (X) |
| HENRY SWIECA 2009 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 2 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $1,366,654 | Yes (X) |
| HENRY SWIECA 2002 CHARITABLE LEAD TRUST | ||||||
| 3 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $151,000 | 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 | $48,586,542 | BookValueAmt |
| EOYFMV | $52,732,151 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUTO EXPENESE | $61 | $0 | $61 |
| PROFESSIONAL FEES | $11,000 | $0 | $11,000 |
| DUES | $173 | $0 | $173 |
| PORTFOLIO DEDUCTIONS | $410,847 | $410,847 | $0 |
| FOREIGN TAXES PAID | $1,358 | $1,358 | $0 |
| CORPORATION TAXES | $20,000 | $0 | $20,000 |
| MEALS | $4,091 | $0 | $4,091 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DONATIONS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,180 | EOYBookValueAmt |
Comments