2021-08-27T01:06:57-07:00 2020-10-31 990PF 2019-11-01 116447242 The Swartz Foundation SWAR 6314704761 6 Light House PointRoad Lloyd Harbor NY 11743 James P King Trustee 2021-08-27 2019 2022-09-23 18:48:47Z X 9599667 X X 207990 207990 207990 163186 292438 163186 2464 2464 373640 373640 207990 3750 3750 72756 72756 4994 4994 4390 4380 439 439 116886 116886 203215 77750 4380 121075 2157000 2157000 2360215 77750 4380 2278075 -1986575 295890 203610 507120 541649 541649 306706 482805 482805 7738051 6674394 6674395 2174498 1398030 1398030 1866 1866 820416 502788 502788 11546791 9599666 9599667 0 X 11546791 9599666 11546791 9599666 11546791 9599666 11546791 -1986575 39450 9599666 9599666 Morgan Stanley Managed Accounts STCG P 2019-11-01 2019-12-01 3451 -3451 -3451 Morgan Stanley Managed Accounts LTCG P 2018-01-01 2019-12-01 105714 -105714 -105714 Morgan Stanley Accts. LTCG Distributions P 2018-01-01 2019-12-01 74521 74521 74521 Pass-through from Partnerships STCG P 2019-11-01 2019-12-01 20087 -20087 -20087 Pass-through from Partnerships LTCG P 2018-01-01 2019-12-01 217917 217917 217917 163186 -23538 false 1965511 11681650 0.16826 1472589 13227372 0.11133 1819079 13618489 0.13357 1691086 13162050 0.12848 3266488 15933919 0.20500 0.746643 0.149329 10273478 1534128 2959 1537087 2278075 X 2959 2959 2959 6000 6000 3041 3041 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 1239 Route 25A Suite 5 Stony Brook NY 11790 Trustee 2.50 0 Dr Jerome Swartz 6 Light House PointRoad Lloyd Harbor NY 11743 Trustee 5.00 0 Joshua Swartz 18800 NE 29th Avenue 424 Aventura FL 33180 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 1.00 0 NONE Morgan Stanley 399 Park Avenue 12th Floor New York NY 10022 Financial Advisory 55029 Joseph Katz 100 Riverside Blvd Apt 7F New York NY 10069 Scientific Advisory 90000 Read Montague 3453 Woodland Hills Ln SW Roanoke VA 24014 Scientific Advisory 10000 Certilman Balin Adler & Hyman LLP 90 Merrick Avenue 9th Floor East Meadow NY 11554 Legal Services 3750 Terrence Sejnowski 1269 Law Street San Diego CA 92109 Scientific Advisory 7500 Funded research in the fields of applied science and engineering conducted by researchers at the University of California, San Diego. 360000 Funded research in the field of computational neuroscience conducted by scientists at Columbia University. 235000 Funded research in the field of computational neuroscience conducted by scientists at New York University. 270000 Funded research in the field of computational neuroscience conducted by scientists at eleven other universities. 1292000 9654005 775922 0 10429927 0 10429927 156449 10273478 513674 513674 2959 2959 510715 510715 510715 2278075 2278075 2959 2275116 510715 2485302 1048904 1162996 832097 1398454 6927753 2278075 0 510715 1767360 8695113 0 2485302 6209811 1048904 1162996 832097 1398454 1767360 Dr Jerome Swartz X Univ of Calif San Diego 9500 Gilman Drive La Jolla CA 92093 None N/A Fund Research 360000 California Institute of Tech 381 Holliston Pasadena CA 91125 None N/A Fund Research 122000 Cold Spring Harbor Laboratory 1 Bungtown Road Cold Spring Harbor NY 11724 None Public Fund Research 135000 Yale University 333 Cedar Street New Haven CT 06520 None N/A Fund research 135000 Harvard University 1350 Massachusetts Avenue Cambridge MA 02138 None N/A Fund Research 127000 Brandeis University 415 South Street Waltham MA 02454 None N/A Fund Research 125000 New York University 4 Washington Place New York NY 10003 None N/A Fund Research 270000 Columbia Universtiy 2960 Broadway New York NY 10027 None N/A Fund Research 235000 The Stony Brook Foundation 330 Administration Stony Brook NY 11794 None N/A Fund Research 3000 Princeton University 4 New South Princeton NJ 08544 None N/A Fund Research 135000 University of Pennsylvania 3901 Walnut Street Philadelphia PA 19104 None N/A Fund Research 75000 Stanford University 450 Serra Mall Stanford CA 94305 None N/A Fund Research 100000 University of Washington Roosevelt Way NE Seattle WA 98115 N/A Fund Research 135000 Duke University 2080 Duke University Road Durham NC 27708 None N/A Fund Research 100000 University of Chicago 5801 South Ellis Avenue Chicago IL 60637 None N/A Fund Research 100000 2157000 207990 2464 163186 373640 373640 false false false false false false false false false false Morgan Stanley Account: Fixed Income 1398030 1398030 PositScience 187475 187476 Renaissance Institutional Equities Fund 986513 986513 Stifel Account: Equities Morgan Stanley Account: Equities 5500406 5500406 Machinery and Equipment 1866 1866 NB Co-Investment Partners FMV 72418 72418 Morgan Stanley Account: Alternatives FMV 430370 430370 3750 0 0 3750 Bank Service Fees 119 119 Books & Research Materials 593 593 Directors & Officers Liability Insurance 1992 1992 Dues & Subscription 332 332 Miscellaneous 1760 1760 New York State Annual Filing Fee 750 750 Program Advisory Fees 109500 109500 Web Site Hosting Fees 1840 1840 Other Investment Income 2464 2464 Management Fees on K-1 Schedules 17727 17727 0 0 Morgan Stanley Management Fees 55029 55029 0 0 Federal Excise Taxes 4390 4380