2026-03-26T00:17:44-07:00 2025-10-31 990PF 2024-11-01 116447242 The Swartz Foundation SWAR 6314704761 6 Light House PointRoad Lloyd Harbor NY 11743 James P King Trustee 2026-03-26 true 2024 2025-03-06 01:10:19Z X 2890776 X X 30154 30154 30154 413343 415574 413343 304 304 443801 443801 30154 25000 25000 22333 22333 6053 6053 11835 13393 26172 26432 91393 22333 31053 39825 1015980 1015980 1107373 22333 31053 1055805 -663572 421468 442394 117476 117476 332348 196435 196435 2750612 2426743 2426743 136510 146232 146232 1866 1866 9747 3890 3890 3671611 2890776 2890776 0 X 3671611 2890776 3671611 2890776 3671611 2890776 3671611 -663572 3008039 117263 2890776 Morgan Stanley Managed Accounts STCG P 2024-11-01 2024-12-01 2231 -2231 -2231 Morgan Stanley Managed Accounts LTCG P 2023-01-01 2024-11-01 415574 415574 415574 413343 -2231 5858 5858 5858 245 6000 6245 387 387 false false false false false false false true true NY true false false false false true theswartzfoundation.org Jerome Swartz 6314704761 6 Light House PointRoad Lloyd Harbor NY 11743 false false false false false false false false false false false false false false false false false false false false false false James P King 7 Skyview Lane Stony Brook NY 11790 Trustee 5.00 25000 Dr Jerome Swartz 6 Light House PointRoad Lloyd Harbor NY 11743 Trustee 1.00 0 Joshua Swartz 60 W 66th Street 21E New York NY 10023 Trustee 5.00 0 Shanah Swartz Gordon 1 Fox Meadow Lane Lloyd Harbor NY 11743 Trustee 1.00 0 Nathan Blumberg 14 Thatch Pond Road Smithtown NY 11787 Trustee 0.25 0 NONE Morgan Stanley 399 Park Avenue 12th Floor New York NY 10022 Financial Advisory 22060 Joseph Katz 100 Riverside Blvd Apt 7F New York NY 10069 Scientific advisory 22000 Funded research in the field of computational neuroscience conducted by scientists at Harvard University. 135000 Funded research in the field of computational neuroscience conducted by scientists at Brandeis University. 135000 Funded research in the field of computational neuroscience conducted by scientists at the Massachusetts Institute of Technology. 160000 Funded research in the field of computational neuroscience conducted by scientists at 5 other universities and research institutions. 400980 2680280 408662 0 3088942 0 3088942 46334 3042608 152130 152130 5858 5858 146272 146272 146272 1055805 1055805 146272 1767360 1371191 1316859 1521557 1808054 7785021 1055805 0 146272 909533 8694554 0 1767360 6927194 1371191 1316859 1521557 1808054 909533 Dr Jerome Swartz X Univ of Calif San Diego 9500 Gilman Drive La Jolla CA 92093 None N/A Fund Research 40753 Cold Spring Harbor Laboratory 1 Bungtown Road Cold Spring Harbor NY 11724 None Public Fund Research 104227 The Salk Institute 10010 North Torrey Pines Road La Jolla CA 92037 None Public Fund Research 75000 Yale University 333 Cedar Street New Haven CT 06520 None N/A Fund Research 106000 Harvard University 1350 Massachusetts Avenue Cambridge MA 02138 None N/A Fund Research 135000 Brandeis University 415 South Street Waltham MA 02454 None N/A Fund Research 135000 New York University 4 Washington Place New York NY 10003 None N/A Fund Research 75000 Massachusetts Institute of Technolo 77 Massachusetts Avenue Cambridge MA 02139 None N/A Fund Research 165000 The Brearley School 610 East 83rd Street New York NY 10028 None N/A Scholarship Fund 30000 Shanah Swartz-Gordon Fidelity DAF 1 Fox Meadow Lane Lloyd Harbor NY 11743 None N/A Fund Research 150000 1015980 30154 304 413343 443801 443801 false false false false false false false false false false Joseph Katz Scientific advisory services. Morgan Stanley Investment management and advisory services. Morgan Stanley Account: Fixed Income 146232 146232 PositScience 187475 187475 Morgan Stanley Account: Equities 2239268 2239268 Machinery and Equipment 1866 1866 Morgan Stanley Account: Alternatives FMV 3890 3890 Bank Service Fees 232 232 Directors & Officers Liability Insurance 1673 1673 New York State Annual Filing Fee 250 250 Program Advisory Fees 22000 22000 Web Site Hosting Fees 1563 1823 Web Site Maintenance 454 454 Other Investment Income 304 304 Management Fees on K-1 Schedules 273 273 0 0 Morgan Stanley Management Fees 22060 22060 0 0 Federal Excise Taxes 6053 6053