2018-09-14T22:11:37-07:00 2017-10-31 990PF 2016-11-01 116447242 The Swartz Foundation SWAR 6313649199 6 Light House PointRoad Lloyd Harbor NY 11743 James P King Trustee 2018-09-15 2016 2018-06-14 16:35:46Z X 13859549 X X 260679 260679 260679 1124505 1124505 1124505 302155 2916 1388100 1385184 562834 8144 8144 136327 136327 6821 6821 5087 5087 58538 58538 214917 143148 71769 1747310 1747310 1962227 143148 1819079 -574127 1242036 562834 7346 438342 438342 1269376 333703 333703 9920574 10659127 10659127 1169289 1481013 1481013 1866 1866 1356790 947364 947364 13723375 13859549 13859549 0 X 13723375 13859549 13723375 13859549 13723375 13859549 13723375 -574127 710301 13859549 13859549 US Trust Managed Accounts STCG P 2016-01-01 2016-12-01 15042 15042 15042 US Trust Managed Accounts LTCG P 2015-01-01 2016-12-31 381213 381213 381213 Pass-through from Partnerships STCG P 2016-01-01 2016-12-01 287113 287113 287113 Pass-through from Partnerships LTCG P 2015-01-01 2016-12-01 441137 441137 441137 1124505 302155 false 1691086 13162050 0.12848 3266488 15933919 0.20500 2367671 17071503 0.13869 2724824 17203334 0.15839 1895285 16242792 0.11669 0.747249 0.149450 13618489 2035283 12420 2047703 1819079 24841 24841 24841 24900 24900 59 59 false false false false false false false false true true NY true false false false false true theswartzfoundation.org James P King 6313649199 1239 Route 25A Suite 5 Stony Brook NY 11790 false false false false 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 2.00 0 Dr Jerome Swartz 6 Light House PointRoad Lloyd Harbor NY 11743 Trustee 2.50 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 US Trust 114 West 47th Street 4th Floor New York NY 10036 Financial Advisory 67129 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 Brandeis University. 270000 Funded research in the field of computational neuroscience conducted by scientists at Cold Spring Harbor Laboratory. 234000 Funded research in the field of computational neuroscience conducted by scientists at nine universities. 883310 13167305 658572 0 13825877 0 13825877 207388 13618489 680924 680924 24841 24841 656083 656083 656083 1819079 1819079 1819079 656083 1094766 1870830 1521809 2485302 1048904 8021611 1819079 0 656083 1162996 9184607 0 1094766 8089841 1870830 1521809 2485302 1048904 1162996 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 118000 Cold Spring Harbor Laboratory 1 Bungtown Road Cold Spring Harbor NY 11724 None PC Fund Research 234000 The Salk Institute 10010 North Torrey Pines Road La Jolla CA 92037 None PC Fund Research 59510 Yale University 333 Cedar Street New Haven CT 06520 None N/A Fund research 103000 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 270000 Columbia Universtiy 2960 Broadway New York NY 10027 None N/A Fund Research 135000 The Stony Brook Foundation 330 Administration Stony Brook NY 11794 None PC Fund Research 3500 Princeton University 4 New South Princeton NJ 08544 None N/A Fund Research 100000 University of Washington 1410 NE Campus Parkway Seattle WA 98195 None N/A Fund Research 129300 University of Pennsylvania 3401 Walnut Street Philadelphia PA 19104 None N/A Fund Research 100000 1747310 260679 2916 1124505 1388100 1388100 false false false false false false false false false false US Trust Account: Fixed Income Funds 1481013 1481013 PositScience 187476 187476 Renaissance Institutional Equities Fund 2566202 2566202 CAS International Value Equity Fund 948826 948826 Omega Capital Investors, L.P. 1913026 1913026 US Trust Account: Equities 5035695 5035695 Stifel Account: Equities 7902 7902 Machinery and Equipment 1866 1866 NB Co-Investment Partners FMV 44469 44469 US Trust: Hedge Funds & Commodity Funds FMV 902895 902895 8144 0 0 8144 Directors & Officers Liability Insurance 1815 1815 New York State Annual Filing Fee 750 750 Phones & Internet Access 449 449 Program Advisory Fees 49000 49000 Scientific Advisory Board Honoraria 4000 4000 Web Site Hosting Fees 2524 2524 Other Investment Income 2916 Management Fees on K-1 Schedules 69198 69198 0 0 US Trust Management Fees 67129 67129 0 0