2024-11-14T11:40:22-05:00 2023-12-31 274637106 SWIFT & ASSOCIATES LLC 5 COLD HILL RD S STE 19 MENDHAM NJ 079453208 990PF 2023-01-01 352530665 THE HARDARDT FAMILY FOUNDATION INC HARD 3039997278 960 CAPE MARCO DR UNIT 1902 MARCO ISLAND FL 341456382 NANCY ANNE HARDARDT TRUSTEE, PRESIDENT 9733133377 2024-11-12 true DANIEL SWIFT P01200630 9735436088 2024-11-14 2023 2024-10-15 13:58:12Z X 53389 X X 1814 1611 1814 -1930 20211 18 -116 1629 1814 595 595 595 595 79 79 79 79 457 457 457 457 1131 1131 1131 1131 7050 7050 8181 1131 1131 8181 -8297 498 683 4106 3071 3071 55544 48282 50318 59650 51353 53389 0 X 59650 51353 59650 51353 59650 51353 59650 -8297 51353 51353 18 7 7 7 7 false false false false false false false true true NJ true true false false false true N/A STEVEN ROBERT HARDARDT II 3039997278 960 CAPE MARCO DR UNIT 1902 MARCO ISLAND FL 341456382 false false false false false false false false false false false false false false false false false false false false NANCY ANNE HARDARDT 960 CAPE MARCO DR UNIT 1902 MARCO ISLAND FL 34145 TRUSTEE, PRE 000.00 0 0 0 STEVEN ROBERT HARDARDT 960 CAPE MARCO DR UNIT 1902 MARCO ISLAND FL 34145 TRUSTEE, VP 000.00 0 0 0 STEVEN ROBERT HARDARDT II 960 CAPE MARCO DR UNIT 1902 MARCO ISLAND FL 34145 TRUSTEE TREA 000.00 0 0 0 DANIEL VINCENT HARDARDT 960 CAPE MARCO DR UNIT 1902 MARCO ISLAND FL 34145 TRUSTEE SECR 000.00 0 0 0 NONE NONE 5,000 PROVIDED TO SUNGATE KIDS LOCATED AT 6090 GREENWOOD PLAZA BLVD, IN GREENWOOD VILLAGE, CO 80111. THIS ORGANIZATION PROVIDES COMPREHENSIVE INVESTIGATION SUPPORT SERVICES TO VICTIMS OF CHILD ABUSE, CHILD PROTECTION AND VICTIM ADVOCACY FOR KIDS. 5000 750 PROVIDED TO WELL SPRING COMMUNITY LOCATED AT 826 PARK STREET, CASTLE ROCK, CO 80109. A PROVIDER OF EDUCATIONAL, ENRICHMENT AND BUSINESS ENTERPRISE OPPORTUNITIES TO ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES SUCH THAT THEY ARE EMPOWERED TO LIVE FULL, PRODUCTIVE AND SATISFYING LIVES IN A GOD- CENTERED AND SPIRITUALLY NOURISHING ENVIRONMENT. 750 500 PROVIDED TO THE AMERICAN CANCER SOCIETY. LOCATED AT 270 PEACHTREE ST NW, SUITE 1300 IN ATLANTA, GA 3030. THIS ORGANIZATION IS COMBATING CANCER THROUGH ADVOCACY, RESEARCH, AND PATIENT SUPPORT, TO ENSURE THAT EVERYONE HAS AN OPPORTUNITY TO PREVENT, DETECT, TREAT, AND SURVIVE CANCER. 500 500 PROVIDED TO NICHOLAS D SERGI FOUNDATION LOCATED AT 2625 BUTTERFIELD ROAD, SUITE 213W, OAK BROOK, IL 60523. THIS ORGANIZATION SUPPORTS A VARIETY OF ORGANIZATIONS WITH A FOCUS OF THOSE THAT STRENGTHEN FAMILIES, PROMOTE STRONG COMMUNITIES, ENCOURAGE FAITH, AND ENRICH THE YOUTH (PRIMARILY THOSE IN AGRICULTURAL EDUCATION) 500 N/A 51964 2292 0 54256 54256 814 53442 2672 X 8181 8181 8181 8181 8181 X 683 354 1037 581 301 882 8181 4449 5510 4452 22592 8181 4449 5510 4452 22592 1781 2121 1655 742 6299 STEVEN HARDARDT X AMERICAN CANCER SOCIETY 270 PEACHTREE ST NW ATLANTA GA 30303 PC CANCER TREATMENT AND RESEARCH 500 ARTIC ARTS PROJECT 1143 AURARIA PKWY DENVER CO 80204 PC EDUCATION SURROUNDING CLIMATE CHANGE 300 NICHOLAS D SERGI FOUNDATION 2625 BUTTERFIELD ROAD OAK BROOK IL 60523 PC PROMOTE STRONG FAMILY AND COMMUNITIE 500 SUNGATE KIDS 6090 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 80110 PC ASSISTANCE FOR ABUSED CHILDREN 5000 WELL SPRING COMMUNITY 826 PARK STREET CASTLE ROCK CO 80109 PC ENRICHMENT OF DISABLED ADULTS 750 7050 1814 -1930 -116 -116 false false false false false false false false false false ACCOUNTING FEES 595 595 595 595 BARON REAL ESTATE FUND INSTITUTIONAL 2022-01 PURCHASE 2023-05 1093 1359 -266 FIRST TRUST EXCH TRADED FD III MANAG 2022-01 PURCHASE 2023-11 1762 2028 -266 INNOVATOR ETF TR US EQTY PWR 2022-10 PURCHASE 2023-03 2349 2207 142 INNOVATOR ETFS TR US SML CP PWR B 2022-12 PURCHASE 2023-07 1807 1647 160 ISHARES TRUST CORE DIVID GWTH 2021-02 PURCHASE 2023-04 1376 1314 62 INVESCO QQQ TR UNIT SER 1 2022-01 PURCHASE 2023-07 1932 2118 -186 JANUS HENDERSON ENTERPRISE I 2023-06 PURCHASE 2023-11 2738 2731 7 JPMORGAN CORPORATE BIND FUND CLASS I 2023-04 PURCHASE 2023-11 504 543 -39 WASATCH ULTRA GROWTH FUND INSTL 2020-06 PURCHASE 2023-11 2259 3531 -1272 DELAWARE SMID CAP GROWTH I CLASS 2022-07 PURCHASE 2023-05 4180 4663 -483 INVESTCO QQQ TR UNIT SER 1 2023-07 PURCHASE 2023-06 193 193 MUTUTAL FUNDS 48282 50318 EXPENSES ACCOUNT ADVISORY FEES 457 457 457 457 NJ DIVISION OF CONSUMER AFFAIRS 35 35 35 35 ANNUAL REPORT 33 33 33 33 FEDERAL INVESTMENT INCOME TAX 11 11 11 11