SWIECA CHILDREN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SWIECA CHILDREN FOUNDATION (EIN 46-4310665)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201913189349103001
- Schema version
- 2018v3.1
- 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 | 2019-11-14T14:31:27-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-13 | 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 | 2019-11-13 | 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 | 2019-11-13 | IPDt |
| IP Tm | 14:57:07 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E9C924457B5D275461852EC86B70A375E5271692 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8CEDF576CA043CC62ABB75A2273520B055B15DFF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,601,786 | 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 | $7,425,726 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $263 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $263 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $408,075 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $408,075 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,067,310 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,192,819 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,067,310 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,901,374 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,475,648 | 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 | $52 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $52 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,449 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,458 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $320,009 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $297,355 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,654 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $328,510 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $297,407 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,112 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,306,391 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,306,391 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,634,901 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $297,407 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,337,503 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,266,473 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,178,241 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $156,500 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,542,440 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,542,440 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $37,648,227 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,526,204 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $44,059,346 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $37,804,727 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,068,644 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,601,786 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,556 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,556 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $37,802,171 | RetainedEarningBOYAmt |
| Retained Earning EOY | $44,068,644 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,802,171 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,068,644 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,804,727 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,068,644 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,802,171 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,266,473 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $44,068,644 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,068,644 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY INVESMENTS MONEY MARKET FD INSTL | P | $125,509 | $125,509 | $0 | $0 |
| THRU SWIECA FOUNDATION LLC | P | $2,134 | $2,134 | $2,134 | |
| THRU SWIECA FOUNDATION LLC | P | $1,065,176 | $1,065,176 | $1,065,176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,067,310 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,838,909 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $37,836,232 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048602 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,440,982 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,579,836 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052248 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $881,403 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,716,451 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052727 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $399,520 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,095,179 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056309 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,918,876 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.209886 | TotalDistributionRt |
| Average Distribution | 0.041977 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $45,782,948 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,921,831 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,782 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,933,613 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,337,503 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $11,782 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,782 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,782 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,910 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,910 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,128 | OverpaymentAmt |
| Applied To ES Tax | $14,128 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $46,258,711 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $221,439 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,480,150 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,480,150 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $697,202 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,782,948 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,289,147 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,289,147 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,782 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,782 | TotalTaxAmt |
| Distributable Before Adj | $2,277,365 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,277,365 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,277,365 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,337,503 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,337,503 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,782 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,325,721 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,277,365 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $32,242 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $67,184 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $99,426 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,337,503 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,277,365 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,138 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $159,564 | 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 | $159,564 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $32,242 | ExcessFromYear3Amt |
| Excess From Year2 | $67,184 | ExcessFromYear2Amt |
| Excess From Current Year | $60,138 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (104 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHAVAT TZEDAKAH VECHESED | |||||||
| 1347 42ND STREET | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | EDUCATION | $130 |
| AIPAC | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $18 |
| AMERICAN CANCER SOCIETY | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $250 |
| AMERICAN FRIENDSOF MAAGALIM | |||||||
| NA | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $250 |
| AMERICAN FRIENDS OF MAGEN HAYEL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $130 |
| AMERICAN FRIENDS OF MAOZ HAIM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $182 |
| AMERICAN FRIENDS OF SHALVA | |||||||
| 315 FIFTH AVENUE 6TH FL | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | EDUCATION | $364 |
| AMERICAN FRIENDS OF TORAT CHESED | |||||||
| NA | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $600 |
| AMERICAN FRIENDS OF TIFERET | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $2,900 |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| 500 FIFTH AVENUE 42ND FLOOR | NEW YORK | NY | 10110 | N/A | PUBLIC CHARITY | EDUCATION | $410 |
| AVENUE R SEPHARDIC CONGREGATION | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $182 |
| BELEV ECHAD | |||||||
| 206 E 95TH STREET 1A | NEW YORK | NY | 10128 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| BETH JOSEF NOWARDOK | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $182 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 3RD AVE 10TH FL | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITY | EDUCATION | $18,000 |
| BNAI RAPHAEL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $260 |
| CHABAD | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $835 |
| BIKE FOR CHAI | |||||||
| 106 CLIFTON AVE | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| CHABAD OF PLAYA DEL CARMEN MEXI | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| CHABAD YOUNG PROFESSIONALS | |||||||
| 3 W 57TH STREET | NY | NY | 10001 | N/A | PUBLIC CHARITY | EDUCATION | $225 |
| COLUMBIA BUSINESS SCHOOL | |||||||
| 3022 BROADWAY | NEW YORK | NY | 10027 | N/A | PUBLIC CHARITY | EDUCATION | $25,000 |
| CHABAD AT SUNY AT STONY BROOK | |||||||
| 31 MT RD | STONY BROOK | NY | 11790 | N/A | PUBLIC CHARITY | EDUCATION | $1,040 |
| CHABAD HOUSE BOWERY | |||||||
| 353 BOWERY | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | EDUCATION | $7,200 |
| CONGREGATION BEIT EDMOND | |||||||
| 11 EAST 63RD STREET | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | EDUCATION | $118 |
| CHABAD OF ANN ARBOR MICHIGAN | |||||||
| 715 HILL STREET | ANN ARBOR | MI | 48104 | N/A | PUBLIC CHARITY | EDUCATION | $5,420 |
| CONGREGATION BNAI YESHURUN | |||||||
| 641 W ENGLEWOOD AVE | TEANECK | NJ | 07666 | N/A | PUBLIC CHARITY | EDUCATION | $7,200 |
| CHABAD WEST SIDE | |||||||
| 166 W 97TH STREET | NEW YORK | NY | 10025 | N/A | PUBLIC CHARITY | EDUCATION | $550 |
| CHILDREN AID FUND | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $182 |
| CONGREGATION K'HAL ANASH LUBAW | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $362 |
| CONGREGATION KEHILATH JESHURUN | |||||||
| 125 E 85TH STREET | NEW YORK | NY | 10028 | N/A | PUBLIC CHARITY | EDUCATION | $4,966 |
| DEGEL HATORAH | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $36 |
| EB LITTLE CHAMPIONS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| CONGREGATION MISHKAN YOSSEF | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $11,300 |
| EMILYS ENTOURAGE | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $180 |
| FIDV | |||||||
| 1138 BROADWAY 232 | NEW YORK | NY | 10010 | N/A | PUBLIC CHARITY | EDUCATION | $764 |
| FRIENDS OF THE IDF | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $300 |
| FRIENDS OF UNITED HATZALAH | |||||||
| 208 E 51ST SUITE 303 | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $720 |
| EMET | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $3,960 |
| GROWTH PHILANTHROPY | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $895 |
| GATESTONE INSTITUTE | |||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| GUGGENHEIM MUSUEM | |||||||
| 1071 5TH AVE | NEW YORK | NY | 10128 | N/A | PUBLIC CHARITY | EDUCATION | $600 |
| GO KOSHER | |||||||
| 550 EMPIRE BLVD | BROOKLYN | NY | 11225 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| HAPPY PURIM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $510 |
| HACHAYIM VEHASHALOM | |||||||
| 530 CENTRAL AVE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITY | EDUCATION | $3,930 |
| HEBREW FREE BURIAL ASSOCIATION | |||||||
| 125 MAIDEN LN 5B | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITY | EDUCATION | $52 |
| HATZALAH OF ROCKAWAYS & NASSAU | |||||||
| 621 BEACH 9TH STREET | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITY | EDUCATION | $104 |
| HOCHMOT SHLOMO | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $182 |
| HIDABROOT | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $2,900 |
| INSTITUTE OF TECHNOLOGY | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $12,500 |
| IRA SOHN CONFERENCE FOUNDATION | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $12,500 |
| JEWISH MODERN CONNECTION | |||||||
| 219 WEST 81ST STREET SUITE 4A | NEW YORK | NY | 10024 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| JRC | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| JEWISH CHILDRENS MUSEUM | |||||||
| 792 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | EDUCATION | $376 |
| JEWISH LATIN CENTER | |||||||
| 27 W 23RD STREET | NEW YORK | NY | 10010 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| JEWISH NATIONAL FUND | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| LIKRAT KALLAH | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $100 |
| KBA ACADEMY | |||||||
| 1007 LAUREL OAK ROAD | VOORHESS | NJ | 08043 | N/A | PUBLIC CHARITY | EDUCATION | $10,825 |
| MEOR | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $16,350 |
| MEROT | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $234 |
| KEHILAKEDOS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| KOL HANEARIM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $720 |
| MEMORIAL SLOAN KETTERING | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | EDUCATION | $118 |
| MOSDOS SHAAR HACHAIM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $6,500 |
| MOUNT MORIAH CEMETRY OF NEW JERSEY | |||||||
| 685 FAIRVIEW AVE | FAIRVIEW | NJ | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $480 |
| MUSUEM OF THE BIBLE | |||||||
| 400 4TH STREET SW | WASHINGTON | DC | 20024 | N/A | PUBLIC CHARITY | EDUCATION | $70 |
| NAMI NYC METRO | |||||||
| 505 EIGHTH AVENUE SUITE 1103 | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | EDUCATION | $2,800 |
| NY SYNAGOGUE AND TORAH CENTER | |||||||
| 165 E 66TH STREET | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | EDUCATION | $10,080 |
| NATIONAL SOCIETY FOR HEBREW DAY | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,500 |
| NYU DEVELOPMENT | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $180 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| PARTNERS IN TORAH | |||||||
| 228 AYCRIGG ACENUE | PASSAIC | NJ | 07055 | N/A | PUBLIC CHARITY | EDUCATION | $7,200 |
| OHR PINCHOS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $130 |
| OLAMI CIRCLES | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $100 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 3RD AVENUE | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| PREMISHLAN | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $130 |
| PROJECT W | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $500 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HWY E SUITE 400 | FAIRFIELD | CT | 06825 | N/A | PUBLIC CHARITY | EDUCATION | $10,000 |
| RACHASHEI LEV | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $26 |
| RINAT HATORAH | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,500 |
| SAMUELETS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $250 |
| SHOR YOSHUV INSTITUTE | |||||||
| 1 CEDARLAWN AVE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | EDUCATION | $2,800 |
| SIACH YITZCHOK | |||||||
| 1513 CENTRAL AVENUE | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITY | EDUCATION | $26 |
| SPL PHD SCHOOL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $2,702 |
| THE ALGEMEINER | |||||||
| 208 EAST 51ST STREET SUITE 185 | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| STAND WITH US | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| TOMCHEI TZEDAKA | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $182 |
| UJA FEDERATION | |||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $18 |
| UNITED SPORTS LEAGUE | |||||||
| 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 | $1,000 |
| THE JEWISH CENTER OF ATLANIC BEACH | |||||||
| 100 NASSAU AVE | ATLANIC BEACH | NY | 11509 | N/A | PUBLIC CHARITY | EDUCATION | $1,300 |
| THE MENACHEM EDUCATION FOUNDATION | |||||||
| 411 KNGSTON AVE | BROOKLYN | NY | 11225 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| THE SWIECA CF PHILANTHROPIC FUND AT VANGUARD CHARITABLE DONOR ADVISED FUND | |||||||
| NA | NA | NY | 10022 | N/A | PRIVATE FOUNDATION | EDUCATION | $2,050,000 |
| WPY GO FUND ME | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $3 |
| TOMCHEI SHABBOS YAD YASHAYA | |||||||
| 634 OAK DR | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITY | EDUCATION | $458 |
| TORAH LINKS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| YACHAD | |||||||
| 11 BROADWAY 13TH FLOOR | NEW YORK | NY | 10004 | N/A | PUBLIC CHARITY | EDUCATION | $9,010 |
| YAD BATYA L KALLA | |||||||
| 1256 EAST 26TH STREET | BROOKLYN | NY | 11210 | N/A | PUBLIC CHARITY | EDUCATION | $50 |
| WPY HELP DUSTIN | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $180 |
| WPY MOISE SAFRA CENTER | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $200 |
| YESHIVAT SHAARE TESHUVA VECHAIM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $260 |
| YOUNG ISRAEL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,530 |
| YAD L'ACHIM PEYLIM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $180 |
| YALDEI SHLUCHEI | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $2,600 |
| YESHIVA ATERAS SHIMON | |||||||
| 12-39 CAFFREY AVE | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITY | EDUCATION | $130 |
| MISCELLENEOUS | |||||||
| NA | NA | NY | 10022 | N/A | PRIVATE FOUNDATION | EDUCATION | $84 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,306,391 | 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 | $263 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $408,075 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,067,310 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,475,648 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,475,648 | 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 (7 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 | $2,632,500 | Yes (X) |
| HENRY SWIECA 2010 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 3 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $1,250,000 | Yes (X) |
| HENRY SWIECA 2012 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 4 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $225,000 | Yes (X) |
| HENRY SWIECA 2013 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 5 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $38,569 | Yes (X) |
| HENRY SWIECA 2015 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 6 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $78,537 | Yes (X) |
| HENRY AND ESTHER SWIECA | ||||||
| 7 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $1,500,000 | 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 | $42,526,204 | BookValueAmt |
| EOYFMV | $44,059,346 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUTO EXPENESE | $483 | $0 | $483 |
| POFESSIONAL FEES | $13,917 | $0 | $13,917 |
| LICENSE FEE | $750 | $0 | $750 |
| DUES | $162 | $0 | $162 |
| PORTFOLIO DEDUCTIONS | $66,141 | $66,141 | $0 |
| FOREIGN TAXES PAID | $2,061 | $2,061 | $0 |
| CORPORATION TAXES | $6,500 | $0 | $6,500 |
| MEALS | $842 | $0 | $842 |
| MANAGEMENT FEES | $229,153 | $229,153 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DONATIONS | Desc |
| BOY Book Value | $2,556 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Comments