2025-06-12T14:49:45-07:00 2024-12-31 561751100 Goldberg & Davis CPAs 5950 Fairview Road Suite 408 Charlotte NC 28210 990PF 2024-01-01 562029896 The Marilyn and Harry Swimmer Family Foundation MARI 7043336694 455 Providence Road South Waxhaw NC 28173 Harry Swimmer Chairman 7043336694 2025-06-12 true true Jonathan M Goldberg P00903108 7045512223 2025-06-12 2024 2025-03-06 01:10:19Z X 211627 X 25000 X 15429 15429 918 130209 918 0 0 434 434 41781 16781 0 0 0 0 424 0 101 525 0 0 28770 28770 29295 0 28770 12486 16781 0 1631 58364 58364 0 0 168001 123748 153263 0 0 0 0 0 0 169632 182112 211627 0 0 0 0 0 X 169632 182112 169632 182112 169632 182112 169632 12486 182118 6 182112 Publicly Traded Securities P 2024-01-01 2024-12-31 83184 0 83394 -210 0 0 0 -210 Publicly Traded Securities P 2022-01-01 2024-12-31 47025 0 45897 1128 0 0 0 1128 918 -210 233 0 233 0 233 750 750 -750 517 517 false false false false false false false false true true false false false false true N/A Harry S Swimmer 7043336694 455 Providence Road South Waxhaw NC 28173 false false false false false false false false false false false false false false false false false false false false Harry S Swimmer 455 Providence Road South Waxhaw NC 28173 President/Treasurer 5.00 0 0 0 David Swimmer 224 Hermitage Road Charlotte NC 28227 Director 1.00 0 0 0 Scott Swimmer 1510 Twiford Place Charlotte NC 28207 Director 1.00 0 0 0 Jody Swimmer 455 Providence Road South Waxhaw NC 28173 Director 1.00 0 0 0 NONE 0 NONE 0 157342 4864 0 162206 0 162206 2433 159773 7989 7989 233 233 7756 7756 7756 28770 28770 7756 11871 9082 18013 15490 16730 71186 28770 0 7756 21014 92200 0 0 0 0 11871 80329 9082 18013 15490 16730 21014 X Paula Takacs Foundation PO Box 78416 Charlotte NC 28271 PC Sarcoma Research 1000 Hebrew Cemetary Association 1801 Statesville Ave Charlotte NC 28206 PC General Purpose 1000 Mitey Riders 455 South Providence Rd Waxhaw NC 28173 PC General Purpose 3500 Face to Face Foundation PO Box 552 Fort Mill SC 29716 PC Cleft Lip & Palate 1000 Levine Jewish Community Center 5007 Providence Rd Charlotte NC 28226 PC Promote Jewish Culture 1000 Dahlia Grove Homeless Shelter 338 S Sharon Amity Rd Ste 523 Charlotte NC 28211 PC General Purpose 1000 Temple Israel 4901 Providence Rd Charlotte NC 28226 PC Spiritual and Educational 7270 Jewish Foundation of Charlotte 5007 Providence Rd Ste 101 Charlotte NC 28226 PC Humanitarian Relief &Sustain the Jewish Faith 10000 Chabad of Charlotte 2060 Euclid Ave Charlotte NC 28203 PC General Purpose 1000 Drumstrong 725 Providence Rd Charlotte NC 28207 PC Hurrican Helene Relief 1000 Jewish Family Services 5007 Providence Rd Charlotte NC 28226 PC General Purpose 1000 28770 14 15429 918 15429 918 16347 14 Dividends and capital gain income create opportunities for the 14 Foundation to make contribtions to organizations in the Charlotte 14 are false false false false false false false false false false Publicly Traded Securities 2024-01 Purchased 2024-12 83184 83394 -210 Publicly Traded Securities 2023-01 Purchased 2024-12 47025 45897 1128 400 JP Morgan ETF Equity 22065 23012 300 SPDR Portfolio S&P 500 12696 12972 503 Altria Group Inc 19249 26302 3434 FS Credit Opportunities Corp 17500 23420 500 Main STR Cap Corp 21258 29290 1002 Virtus Artificial Intelligence 17306 24709 1180 Rivernorth Opportunities FD 13674 13558 Reconciling balance sheet 6 Miscellaneous fees 28 Tax payment 73 Capital Gains Distributions 298 298 Sec 1250 Gain 136 136 Taxes paid 400 Foreign taxes paid 24