SWIECA CHILDREN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SWIECA CHILDREN FOUNDATION (EIN 46-4310665)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201823179349100952
- Schema version
- 2017v2.3
- 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 Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T10:10:31-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-08 | 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 | 2018-11-08 | 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 | 2018-11-08 | IPDt |
| IP Tm | 12:19:56 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BB12664BE1E3D4BC08488640412F20C0F7A39D48 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 262A5F787B32E309468E8803F52FC996F95AB226 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,065,888 | 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 | $5,911,209 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $300 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $300 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $235,565 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $235,565 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $126,903 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $351,375 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $126,903 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,273,977 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $362,768 | 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 | $9 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $9 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,332 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,332 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55,894 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,728 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,126 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,235 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,737 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,458 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,820,641 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,820,641 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,885,876 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,737 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,842,099 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,388,101 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $319,031 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,708,821 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $156,500 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $156,500 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $31,704,831 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,648,227 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,909,388 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $418 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $33,414,070 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,804,727 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,065,888 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,556 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,556 | 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 | $33,414,070 | RetainedEarningBOYAmt |
| Retained Earning EOY | $37,802,171 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,414,070 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,802,171 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,414,070 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,804,727 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,414,070 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,388,101 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,802,171 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,802,171 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY INVESMENTS MONEY MARKET FD INSTL | P | 2017-12-26 | 2017-12-27 | $224,472 | $224,472 | $0 | $0 |
| THRU SWIECA FOUNDATION LLC | P | $126,323 | $126,323 | $126,323 | |||
| THRU SWIECA FOUNDATION LLC | P | $580 | $580 | $580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $126,903 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,440,982 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,579,836 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052248 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $881,403 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,716,451 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052727 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $399,520 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,095,179 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056309 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,918,876 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.161284 | TotalDistributionRt |
| Average Distribution | 0.040321 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $37,836,232 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,525,595 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,190 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,528,785 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,842,099 | 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 | $3,190 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,190 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,190 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,910 | OverpaymentAmt |
| Applied To ES Tax | $5,910 | 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 |
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 | $38,321,860 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,558 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,412,418 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,412,418 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $576,186 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,836,232 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,891,812 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,891,812 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,190 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,190 | TotalTaxAmt |
| Distributable Before Adj | $1,888,622 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,888,622 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,888,622 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,842,099 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,842,099 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,190 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,838,909 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,888,622 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $31,021 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,744 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $67,184 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $145,949 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,842,099 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,842,099 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $46,523 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $46,523 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $99,426 | 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 | $99,426 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $32,242 | ExcessFromYear2Amt |
| Excess From Year1 | $67,184 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (101 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGUDATH ISRAEL OF WEST LAWRENCE | |||||||
| 631 LANETT AVE | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITY | EDUCATION | $52 |
| AMERICAN CANCER SOCIETY | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $250 |
| AM YISRAEL FOUNDATION | |||||||
| 400 CHAMBERS STREET SUITE 10H | NEW YORK | NY | 10282 | N/A | PUBLIC CHARITY | EDUCATION | $18,000 |
| AMERICAN FRIENDS | |||||||
| NA | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| BEER YITSHAK | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $182 |
| BIKE FOR CHAI | |||||||
| 106 CLIFTON AVE | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITY | EDUCATION | $1,738 |
| AMERICAN FRIENDS OF MAGEN HAYEL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $104 |
| AMERICAN FRIENDS OF MAOZ HAIM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $182 |
| CAUSE MATCH FUNDRAISING | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $2,500 |
| CHABAD AT SUNY AT STONY BROOK | |||||||
| 31 MT RD | STONY BROOK | NY | 11790 | N/A | PUBLIC CHARITY | EDUCATION | $520 |
| CHABAD OF ANN ARBOR MICHIGAN | |||||||
| 715 HILL STREET | ANN ARBOR | MI | 48104 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| AMERICAN FRIENDS OF NISHMAT | |||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| AMERICAN FRIENDS OF SH NEW YORK | |||||||
| NA | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| CHILDREN AID FUND | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $182 |
| CONGREGATION EDMUND J SAFRA | |||||||
| 11 E 63RD STREET | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | EDUCATION | $101 |
| AMERICAN FRIENDS OF TIFERET | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $2,600 |
| CONGREGATION KEHILATH JESHURUN | |||||||
| 125 E 85TH STREET | NEW YORK | NY | 10028 | N/A | PUBLIC CHARITY | EDUCATION | $3,720 |
| CONGREGATION MISHKAN YOSSEF | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $10,300 |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| 500 FIFTH AVENUE 42ND FLOOR | NEW YORK | NY | 10110 | N/A | PUBLIC CHARITY | EDUCATION | $2,700 |
| AMIT | |||||||
| 817 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | EDUCATION | $2,500 |
| ARACHIM | |||||||
| 5014 16TH AVE | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | EDUCATION | $52 |
| AZAN FAMILY | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $720 |
| GARDEN OF DREAMS | |||||||
| 2 PENN PLAZA 14TH FLOOR | NEW YORK | NY | 10121 | N/A | PUBLIC CHARITY | EDUCATION | $500 |
| BAIS YAACOV ATERES MIRIAM | |||||||
| 12-14 HEYSON ROAD | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITY | EDUCATION | $104 |
| GOODST | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $30 |
| BIG VISION | |||||||
| 291 BROADWAY 1503 | NEW YORK | NY | 10007 | N/A | PUBLIC CHARITY | EDUCATION | $118 |
| HACHAYIM VEHASHALOM | |||||||
| 530 CENTRAL AVE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITY | EDUCATION | $8,536 |
| BIKUR CHOLIM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $52 |
| BURN VICTIM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| CHABAD HOUSE BOWERY | |||||||
| 353 BOWERY | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | EDUCATION | $5,400 |
| CHABAD NORTH WESTERN | |||||||
| 2014 ORRINGTON AVE | EVANSTON | IL | 60201 | N/A | PUBLIC CHARITY | EDUCATION | $2,600 |
| CHABAD OF INWOOD | |||||||
| 577 ISHAM ST 2E | NEW YORK | NY | 10034 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| CHABAD WEST SIDE | |||||||
| 166 W 97TH STREET | NEW YORK | NY | 10025 | N/A | PUBLIC CHARITY | EDUCATION | $2,600 |
| CONGREGATION LOMDEI TORAH | |||||||
| 1779 51ST STREET | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| JEW IN THE CITY | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $7,650 |
| CONGREGATION M SOUTH SHORE | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $40 |
| CONSULATE GENERAL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $82 |
| JEWISH RESOURCE CENTER | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| COUNT ME IN | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $18 |
| CRISIS RELIEF FUND | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| DAVIS MEMORIAL FUND | |||||||
| 25 LAWRENCE AVE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | EDUCATION | $200 |
| EMET | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| GATESTONE INSTITUTE | |||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| MEOR | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $18,000 |
| GO FUND ME | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $36 |
| GO KOSHER | |||||||
| 550 EMPIRE BLVD | BROOKLYN | NY | 11225 | N/A | PUBLIC CHARITY | EDUCATION | $613 |
| MIDRESHET MORIAH | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $4,900 |
| MILKAS FUND | |||||||
| 701 CROSS STREET SUITS 228 | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITY | EDUCATION | $1,233 |
| HADRAT YOSSEF INSTITUTIONS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $104 |
| HATZALAH OF THE ROCKAWAYS AND NASSAU | |||||||
| 621 BEACH 9TH STREET | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITY | EDUCATION | $104 |
| MOUNT MORIAH CEMETRY OF NEW JERSEY | |||||||
| 685 FAIRVIEW AVE | FAIRVIEW | NJ | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $240 |
| HELP ME MAINTAIN | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| HIDABROOT | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,050 |
| JEWISH FEDERATION | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $720 |
| JEWISH MODERN CONNECTION | |||||||
| 219 WEST 81ST STREET SUITE 4A | NEW YORK | NY | 10024 | N/A | PUBLIC CHARITY | EDUCATION | $1,320 |
| NY SYNAGOGUE AND TORAH CENTER | |||||||
| 165 E 66TH STREET | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | EDUCATION | $7,560 |
| KEREN ESTHER FOUNDATION | |||||||
| 1 NORTH SHERRI LANE | SPRING VALLEY | NY | 10977 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| LANCASTER COUNTY COMMUNITY FOUNDATION | |||||||
| 24 W KING STREET | LANCASTER | PA | 17603 | N/A | PUBLIC CHARITY | EDUCATION | $118 |
| LEVI YITSHAK LIBRARY | |||||||
| 564 CENTRAL AVE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITY | EDUCATION | $180 |
| LIKRAT KALLAH | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $100 |
| LITTLE CHAMPIONS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $400 |
| MEROT | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $104 |
| MISCHKAN YOSSEF | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $400 |
| THE HEBREW ACADEMY OF LONG BEACH | |||||||
| 523 CHURCH AVE | WOODMERE | NY | 11557 | N/A | PUBLIC CHARITY | EDUCATION | $2,250 |
| MOSDOS SHAAR HACHAIM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $3,500 |
| THE SWIECA CF PHILANTHROPIC FUND AT VANGUARD CHARITABLE DONOR ADVISED FUND | |||||||
| NA | NA | NY | 10022 | N/A | PRIVATE FOUNDATION | EDUCATION | $1,495,000 |
| TOMCHEI SHABBOS YAD YASHAYA | |||||||
| 634 OAK DR | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITY | EDUCATION | $500 |
| MULTIPLE SCLEROSIS FOUNDATION | |||||||
| 733 3RD AVE | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITY | EDUCATION | $18 |
| NETIVOTH ISRAEL CONGREGATION | |||||||
| 1617 OCEAN PRKWY | BROOKLYN | NY | 11223 | N/A | PUBLIC CHARITY | EDUCATION | $572 |
| OHR BINYAMINE | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $260 |
| OHR NAAVA | |||||||
| 2201 E 23RD STREET | BROOKLYN | NY | 11229 | N/A | PUBLIC CHARITY | EDUCATION | $250 |
| 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 | $1,890 |
| PARTNERS IN TORAH | |||||||
| 228 AYCRIGG ACENUE | PASSAIC | NJ | 07055 | N/A | PUBLIC CHARITY | EDUCATION | $7,200 |
| PETERVONDER | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $21 |
| PIDYON SHVUYIM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $715 |
| PROVIDENCE HEBREW DAY SCHOOL | |||||||
| 450 ELMGROVE AVE | PROVIDENCE | RI | 02906 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| REB MEIR BAAL HANESS | |||||||
| 18 HEYWARD STREET 4 | BROOKLYN | NY | 11249 | N/A | PUBLIC CHARITY | EDUCATION | $26 |
| RESURF | |||||||
| 10 FRANKLIN BLVD SUITE 100 | LONG BEACH | NY | 11561 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HWY E SUITE 400 | FAIRFIELD | CT | 06825 | N/A | PUBLIC CHARITY | EDUCATION | $7,500 |
| SHAAREI EMUNAH | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $250 |
| SHALOM TORAH CENTERS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $107,500 |
| SHAVEY YITSHAK | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $520 |
| SHOR YOSHUV INSTITUTE | |||||||
| 1 CEDARLAWN AVE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | EDUCATION | $104 |
| SIACH YITZCHOK | |||||||
| 1513 CENTRAL AVENUE | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITY | EDUCATION | $26 |
| SIMCHAT ZION | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,980 |
| SINAI SCHOOLS | |||||||
| 240 FRISCH CT 100 | PARAMUS | NJ | 07652 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| STAND WITH US | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $10,000 |
| STATE OF ISRAEL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $18,000 |
| THE ALS ASSOCIATION | |||||||
| 1275 K STREET NW SUITE 250 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | EDUCATION | $10,000 |
| THE CHESSED FUND | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $5 |
| THE JEWISH CENTER OF ATLANIC BEACH | |||||||
| 100 NASSAU AVE | ATLANIC BEACH | NY | 11509 | N/A | PUBLIC CHARITY | EDUCATION | $2,300 |
| THE MENACHEM EDUCATION | |||||||
| 411 KNGSTON AVE | BROOKLYN | NY | 11225 | N/A | PUBLIC CHARITY | EDUCATION | $2,500 |
| THE VAL SKINNER FOUNDATION | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| TORAH LINKS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $3,600 |
| YACHAD | |||||||
| 11 BROADWAY 13TH FLOOR | NEW YORK | NY | 10004 | N/A | PUBLIC CHARITY | EDUCATION | $3,377 |
| YAD BATYA L KALLA | |||||||
| 1256 EAST 26TH STREET | BROOKLYN | NY | 11210 | N/A | PUBLIC CHARITY | EDUCATION | $50 |
| YAD LEAH | |||||||
| 362 SOUTH PARKWAY | CLIFTON | NJ | 07014 | N/A | PUBLIC CHARITY | EDUCATION | $400 |
| YESHIVAT LEV AHARON | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $52 |
| ZICHRON REFOEL MOSHE | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,820,641 | 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 | $300 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $235,565 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $126,903 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $362,768 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $362,768 | 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 | $32,141 | Yes (X) |
| HENRY SWIECA 2015 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 6 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $65,448 | Yes (X) |
| MICHAEL SWIECA | ||||||
| 7 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $5,000 | 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 | $37,648,227 | BookValueAmt |
| EOYFMV | $38,909,388 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | QB1 | Desc |
| BOY Book Value | $418 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUTO EXPENESE | $308 | $0 | $268 |
| POFESSIONAL FEES | $10,800 | $0 | $10,800 |
| LICENSE FEE | $750 | $0 | $750 |
| DUES | $95 | $0 | $95 |
| PORTFOLIO DEDUCTIONS | $42,189 | $42,189 | $0 |
| FOREIGN TAXES PAID | $1,310 | $1,310 | $0 |
| CORPORATION TAXES | $213 | $0 | $213 |
| PROGRAM EXPENSES | $229 | $229 | $0 |
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 | $2,556 | EOYBookValueAmt |
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