SWIECA CHILDREN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SWIECA CHILDREN FOUNDATION (EIN 46-4310665)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-06
- IRS object ID
- 201713109349100426
- Schema version
- 2016v3.0
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-06T13:47:43-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2127355377 | 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 | 2127355377 | PhoneNum |
| Signature | 2017-11-06 | 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 | 2017-10-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,244,055 | 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 | $7,878,344 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,436 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,436 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $186,654 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $186,654 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,564 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $98,564 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,564 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,164,998 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $286,654 | 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 | $878 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $878 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,211 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,211 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,436 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,122 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,314 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,427,054 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,427,054 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,470,579 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,443,579 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,694,419 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $259,654 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,795,926 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,708,821 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,708,821 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $17,921,685 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,704,831 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,534,816 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,040 | OtherAssetsBOYAmt |
| Other Assets EOY | $418 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $418 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,719,651 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,414,070 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,244,055 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $26,719,651 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,414,070 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,719,651 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,414,070 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,719,651 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,414,070 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,719,651 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,694,419 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,414,070 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,414,070 | 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 | $97,606 | $97,606 | $97,606 |
| THRU SWIECA FOUNDATION LLC | P | $958 | $958 | $958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,564 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $881,403 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,716,451 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052727 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $399,520 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,095,179 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056309 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,918,876 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.109036 | TotalDistributionRt |
| Average Distribution | 0.036345 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,579,836 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,002,389 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,597 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,004,986 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,443,579 | 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 | $2,597 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,597 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,597 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,984 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,984 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,387 | OverpaymentAmt |
| Applied To ES Tax | $2,387 | 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 | $27,774,792 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $225,042 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,999,834 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,999,834 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $419,998 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,579,836 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,378,992 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,378,992 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,597 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,597 | TotalTaxAmt |
| Distributable Before Adj | $1,376,395 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,376,395 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,376,395 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,443,579 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,443,579 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,597 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,440,982 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,376,395 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $31,021 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $47,744 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $78,765 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,443,579 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,376,395 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $67,184 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $145,949 | 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 | $145,949 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $31,021 | ExcessFromYear2Amt |
| Excess From Year1 | $47,744 | ExcessFromYear1Amt |
| Excess From Current Year | $67,184 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIEF | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $100,000 |
| AMERICAN CANCER SOCIETY | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $250 |
| AMIT | |||||||
| 817 BRODAWAY | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | EDUCATION | $2,500 |
| BB FRIENDS OF ALYN | |||||||
| 122 E 42ND STREET 1519 | NEW YORK | NY | 10168 | N/A | PUBLIC CHARITY | EDUCATION | $180 |
| 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 | $360 |
| BNOS BAIS YAACOV | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $825 |
| CARING CHILDREN CLOTHING CHILDREN | |||||||
| 7985 SW JACK JAMES DR | STUART | FL | 34997 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| CAUSE MATCH FUNDRAISING | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $180 |
| 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 | $3,726 |
| CHABAD OF SOUTHERN NEVADA | |||||||
| 1261 ARVILLE STREET | LAS VEGAS | NV | 89102 | N/A | PUBLIC CHARITY | EDUCATION | $52 |
| CHAI LIFELINE | |||||||
| 151 W 30TH STREET | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | EDUCATION | $860 |
| 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 | $613 |
| CONGREGATION EMEK BRACHA PALO ALTO | |||||||
| 4102 EL CAMINO REAL | PALO ALTO | CA | 94306 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| CONGREGATION KEHILATH JESHURUN | |||||||
| 125 E 85TH STREET | NEW YORK | NY | 10028 | N/A | PUBLIC CHARITY | EDUCATION | $477 |
| CONGREGATION MISHKAN YOSSEF | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $7,200 |
| FEDERATION OF JEWISH | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $450 |
| FRIENDS OF THE IDF | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | N/A | PUBLIC CHARITY | EDUCATION | $222 |
| FRIENDS OF THE IFL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $25,000 |
| FRSTGVG FRIENDS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $36 |
| GARDEN OF DREAMS | |||||||
| 2 PENN PLAZA 14TH FLOOR | NEW YORK | NY | 10121 | N/A | PUBLIC CHARITY | EDUCATION | $500 |
| GATEWAYS | |||||||
| 11 WALLENBERG CIRCLE | MONSEY | NY | 10952 | N/A | PUBLIC CHARITY | EDUCATION | $3,680 |
| GOODST | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $60 |
| HAAM HAYEHUDY | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $180 |
| HACHAYIM VEHASHALOM | |||||||
| 530 CENTRAL AVE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITY | EDUCATION | $8,657 |
| HAFENIKS BITUAH | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $240 |
| HAPPY HEARTS FUND | |||||||
| 131 VARICK ST 924 | NEW YORK | NY | 10013 | N/A | PUBLIC CHARITY | EDUCATION | $196 |
| HAPPY PURIM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $45 |
| HEBREW ACADEMY OF LONG BEACH | |||||||
| 523 CHURCH AVE | WOODMERE | NY | 11557 | N/A | PUBLIC CHARITY | EDUCATION | $2,400 |
| IA-CJF | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $275 |
| IRA SOHN FOUNDATION | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $12,500 |
| ISRAELI AMERICAN COUNCIL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $937 |
| JEW IN THE CITY | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| JEWISH CENTER OF AB | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $485 |
| JEWISH CHILDRENS MUSEUM | |||||||
| 792 EASTERN PRKWY | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | EDUCATION | $371 |
| JEWISH RESOURCE CENTER | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| JICNY | |||||||
| 382 CETRAL PARK WEST 4A | NEW YORK | NY | 10025 | N/A | PUBLIC CHARITY | EDUCATION | $180 |
| KEREN BNEI HAYISHIVOT | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $484 |
| KJ HAPPY PURIM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $410 |
| MAGEN DAVID | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $42 |
| MATTANE BESSETER BESSIMHA | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $104 |
| MEOR | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $18,000 |
| MERKOS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $180 |
| MET COUNCIL ON JEW | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $720 |
| MIDRESHET MORIAH | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $2,600 |
| MILKAS FUND | |||||||
| 701 CROSS STREET SUITS 228 | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITY | EDUCATION | $800 |
| MOBILE DONATION | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $180 |
| MORIAH | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| MOUNT MORIAH CEMETRY OF NEW JERSEY | |||||||
| 685 FAIRVIEW AVE | FAIRVIEW | NJ | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $240 |
| MSK | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $180 |
| NAMI NYC METRO | |||||||
| 5081 8TH AVE 1103 | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | EDUCATION | $1,825 |
| NEFESH YEHUDI | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $9,000 |
| NETWORK FOR GOOD | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $180 |
| NY SYNAGOGUE AND TORAH CENTER | |||||||
| 165 E 66TH STREET | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | EDUCATION | $7,200 |
| ONE LIFE | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| SHALOM ACADEMY FOR TORAH LAKEWOOD | |||||||
| 70 AMBOY RD | MORGANVILLE | NJ | 07751 | N/A | PUBLIC CHARITY | EDUCATION | $5,200 |
| SHARSHERET | |||||||
| 1086 TEANECK RD 2G | TEANECK | NJ | 07666 | N/A | PUBLIC CHARITY | EDUCATION | $196 |
| STATE OF ISRAEL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $75,000 |
| TANNENBAUM CHABBAD | |||||||
| 2014 ORRINGTON AVE | EVANSTON | IL | 60201 | N/A | PUBLIC CHARITY | EDUCATION | $3,600 |
| THE ALGEMEINER | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| THE FRISCH SCHOOL | |||||||
| 120 W CENTURY RD | PARAMUS | NJ | 07652 | N/A | PUBLIC CHARITY | EDUCATION | $38 |
| THE HEBREW ACADEMY OF LONG BEACH | |||||||
| 523 CHURCH AVE | WOODMERE | NY | 11557 | N/A | PUBLIC CHARITY | EDUCATION | $3,600 |
| THE JEWISH LEARNING CENTER | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $396 |
| TOMCHEI SHABBOS YAD YASHAYA | |||||||
| 634 OAK DR | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITY | EDUCATION | $284 |
| UJA FEDERATION | |||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $240 |
| UPPER EAST SIDE HATZOLAH | |||||||
| 125 E 85TH STREET | NEW YORK | NY | 10028 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| WE LOVE TO HELP INC | |||||||
| 224 AVE N APT 2 | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | EDUCATION | $728 |
| WIZO | |||||||
| 950 3RD AVE | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $206 |
| 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 | $1,400 |
| THE SWIECA CF PHILANTHROPIC FUND AT VANGUARD CHARITABLE DONOR ADVISED FUND | |||||||
| NA | NA | NY | 10022 | N/A | PRIVATE FOUNDATION | EDUCATION | $1,100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,427,054 | 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 | $1,436 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $186,654 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $98,564 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $286,654 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $286,654 | 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 (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| HENRY SWIECA 2001 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 1 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $132,000 | Yes (X) |
| HENRY SWIECA 2002 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 2 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $174,000 | Yes (X) |
| HENRY SWIECA 2003 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 3 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $182,400 | Yes (X) |
| HENRY SWIECA 2007 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 4 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $1,701,120 | Yes (X) |
| HENRY SWIECA 2009 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 5 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $2,632,500 | Yes (X) |
| HENRY SWIECA 2010 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 6 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $1,250,000 | Yes (X) |
| HENRY SWIECA 2012 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 7 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $225,000 | Yes (X) |
| HENRY SWIECA 2013 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 8 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $26,784 | Yes (X) |
| HENRY SWIECA 2015 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 9 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $54,540 | Yes (X) |
| HENRY AND ESTHER SWIECA | ||||||
| 10 | 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 | $31,704,831 | BookValueAmt |
| EOYFMV | $28,534,816 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|---|
| QB1 | $418 | $418 | |
| TALPION | $2,040 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUTO EXPENESE | $3,121 | $0 | $3,121 |
| BANK CHARGES | $30 | $0 | $30 |
| TELEPHONE | $304 | $0 | $304 |
| OFFICE | $1,295 | $0 | $1,295 |
| POFESSIONAL FEES | $4,125 | $0 | $4,125 |
| MEALS | $1,763 | $0 | $1,763 |
| LICENSE FEE | $750 | $0 | $750 |
| DUES | $95 | $0 | $95 |
| PORTFOLIO DEDUCTIONS | $25,170 | $25,170 | $0 |
| INSURANCE EXPENSE | $831 | $0 | $831 |
| FOREIGN TAXES PAID | $952 | $952 | $0 |
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