SWIECA CHILDREN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SWIECA CHILDREN FOUNDATION (EIN 46-4310665)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-10
- IRS object ID
- 201623159349100812
- Schema version
- 2015v2.1
- 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 Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-10T14:09:45-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262461985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGOVIN & SPERBER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 LEXINGTON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 THIRD AVENUE 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 | 2016-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROGOVIN SPERBER LLP | PreparerPersonNm |
| PTIN | P00225694 | PTIN |
| Phone | 2126864300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,465,981 | 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 | $11,380,290 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30,196 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,196 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $83,599 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,599 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $132,374 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $142,823 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $132,374 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,626,459 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $246,169 | 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 |
| Other Expenses Rev And Expnss | $76,389 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,795 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $46,594 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,389 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,594 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $834,809 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $834,809 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $911,198 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $881,403 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,715,261 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $216,374 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,591 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,795,926 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,795,926 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $15,997,799 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,921,685 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,668,015 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,040 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,040 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,004,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,719,651 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,465,981 | 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 | $16,004,390 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,719,651 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,004,390 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,719,651 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,004,390 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,719,651 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,004,390 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,715,261 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $26,719,651 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,719,651 | 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 | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| FROM SWIECA FOUNDATION LLC K-1 FORM | P | $142,823 | $142,823 | $142,823 | |
| FROM SWIECA FOUNDATION LLC K-1 FORM | P | -$10,449 | -$10,449 | $10,449 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $132,374 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $399,520 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,095,179 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056309 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,918,876 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.056309 | TotalDistributionRt |
| Average Distribution | 0.028155 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,716,451 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $470,652 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,164 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $472,816 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $881,403 | 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 | $2,164 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,164 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,164 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,148 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,148 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,984 | OverpaymentAmt |
| Applied To ES Tax | $4,984 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL SWIECA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| ALEXANDAR 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 | $16,545,783 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $425,233 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,971,016 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,971,016 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $254,565 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,716,451 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $835,823 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $835,823 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,164 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,164 | TotalTaxAmt |
| Distributable Before Adj | $833,659 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $833,659 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $833,659 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $881,403 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $881,403 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,164 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $879,239 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $833,659 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $31,021 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,021 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $881,403 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $833,659 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $47,744 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $78,765 | 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 | $78,765 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $31,021 | ExcessFromYear1Amt |
| Excess From Current Year | $47,744 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 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 | $50,000 |
| AIPAC | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $694 |
| AMERICAN CANCER SOCIETY | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $250 |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| YEHIVAT HIFKADTI SHOMORIM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $819 |
| AVIGDORS HELPING HAND | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $500 |
| BILLIRAD SPORT CENTER | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $337 |
| BIRTRIGHT ISRAEL FOUNDATION | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $18,000 |
| CARON | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| CHABAD ISRAEL CENTER | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| CHABAD OF ANN ARBOR MICHIGAN | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $4,860 |
| CHAI LIFELINE | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $970 |
| COLUMBIA BUSINESS SCHOOL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $25,000 |
| CONGREGATION KEHILATH JESHURUN | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| DARKAYNU | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $3,600 |
| FILM SOCIETY | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $80 |
| FRIENDSHIP CIRCLE | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| HAPPY HEARTS FUND | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $720 |
| HILLEL INTERNATIONAL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $12,000 |
| IRA SOHN FOUNDATION | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $10,000 |
| JEC | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| JEW IN THE CITY | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $5,650 |
| JEWISH RESOURCE CENTER | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| KJ HAPPY PURIM | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $385 |
| LEV CHESED | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,800 |
| LUBAVITCH CHABAD OF EVANSTON I | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,500 |
| MEMORIAL SLOAD CETERING | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $100 |
| MEOR | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $18,000 |
| NAMI NYC METRO | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | -$2,975 |
| PAN MASS CHALLANGE | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| PARK DRIVE EAST SYNAGOGUE | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $120 |
| PEF ISRAEL ENDOWMENT FUND INC | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $18,000 |
| PIONEERS TACKLE FOOTBALL | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| ROBIN HOOD | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $7,500 |
| SHALOM TORAH CENTERS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $5,200 |
| THE 4 CS | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $360 |
| THE JERUSALEM FOUNDATION | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $8,000 |
| WEST SIDE CENTER FOR JEWISH LIFE | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $325 |
| WIZO | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $354 |
| MISC | |||||||
| NA | NA | NY | 10022 | N/A | PUBLIC CHARITY | EDUCATION | $500 |
| THE SWIECA CF PHILANTHROPIC FUND | |||||||
| NA | NA | NY | 10022 | N/A | PRIVATE FOUNDATION | EDUCATION | $625,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $834,809 | 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 | $30,196 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,599 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $132,374 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $246,169 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $246,169 | 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 A | ||||||
| 1 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $132,000 | Yes (X) |
| HENRY SWIECA 2002 CHARITABLE LEAD A | ||||||
| 2 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $174,000 | Yes (X) |
| HENRY SWIECA 2003 CHARITABLE LEAD A | ||||||
| 3 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $182,400 | Yes (X) |
| HENRY AND ESTHER SWIECA | ||||||
| 4 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $5,000,000 | Yes (X) |
| HENRY SWIECA 2009 CHARITABLE LEAD A | ||||||
| 5 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $2,632,500 | Yes (X) |
| HENRY SWIECA 2007 CHARITABLE LEAD A | ||||||
| 6 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $1,701,120 | Yes (X) |
| HENRY SWIECA 2013 CHARITABLE LEAD A | ||||||
| 7 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $37,820 | Yes (X) |
| HENRY SWIECA 2012 CHARITABLE LEAD A | ||||||
| 8 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $225,000 | Yes (X) |
| HENRY SWIECA 2010 CHARITABLE LEAD A | ||||||
| 9 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $1,250,000 | Yes (X) |
| HENRY SWIECA 2013 CHARITABLE LEAD A | ||||||
| 10 | 950 3RD AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | $45,450 | 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 | $17,921,685 | BookValueAmt |
| EOYFMV | $17,668,015 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TALPION | Desc |
| EOY Book Value | $2,040 | EOYBookValueAmt |
| EOYFMV | $2,040 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $1,175 | $0 | $1,175 |
| TAXES | $8,000 | $8,000 | $0 |
| FILING FEES | $1,108 | $0 | $1,108 |
| MISC EXPENSES | $3,752 | $0 | $3,752 |
| PORTFOLIO DEDUCTIONS | $20,529 | $20,529 | $0 |
| PROFESSIONAL FEES | $8,310 | $0 | $8,310 |
| CONFERENCES | $4,030 | $0 | $4,030 |
| TRAVEL EXPENSES | $16,812 | $0 | $16,812 |
| TELEPHONE | $38 | $0 | $38 |
| ADVERTISING | $5,000 | $0 | $5,000 |
| AUTO EXPENSES | $1,936 | $0 | $1,936 |
| BANK CHARGES | $38 | $0 | $38 |
| FOREING TAX PAID | $1,063 | $1,063 | $0 |
| INTEREST EXPENSES | $203 | $203 | $0 |
| MEALS | $4,395 | $0 | $4,395 |
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