2026-07-23T12:24:10-07:00 2025-12-31 561751100 Goldberg & Davis CPAs 5950 Fairview Road Suite 408 Charlotte NC 28210 990PF 2025-01-01 562029896 The Marilyn and Harry Swimmer Family Foundation MARI 7043336694 455 Providence Road South Waxhaw NC 28173 Harry Swimmer Chairman 7043336694 2026-05-15 true Jonathan M Goldberg P00903108 7045512223 2026-07-23 2025 2025-03-06 01:10:19Z X 186424 X X 15976 15976 -4290 53128 0 0 30 30 11716 16006 0 1600 1600 0 750 0 259 2609 1600 0 34300 34300 36909 1600 34300 -25193 14406 58364 12604 12604 0 0 491 491 123748 142869 173329 0 0 0 0 0 0 182112 155964 186424 0 0 0 0 0 X 182112 155964 182112 155964 182112 155964 182112 -25193 156919 955 155964 Publicly Traded Securities 52719 0 56997 -4278 0 0 0 -4278 Publicly Traded Securities 409 0 421 -12 0 0 0 -12 -4290 200 0 200 0 200 491 0 491 -491 291 291 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 133308 35484 0 168792 0 168792 2532 166260 8313 8313 200 200 8113 8113 8113 34300 34300 8113 9082 18013 15490 16730 21014 80329 34300 0 8113 26187 106516 0 0 0 0 9082 97434 18013 15490 16730 21014 26187 X Mitey Riders 455 South Providence Rd Waxhaw NC 28173 PC General Purpose 5500 Levine Jewish Community Center 5007 Providence Rd Charlotte NC 28226 PC Promote Jewish Culture 1500 Temple Israel 4901 Providence Rd Charlotte NC 28226 PC Spiritual and Educational 6000 Jewish Foundation of Charlotte 5007 Providence Rd Ste 101 Charlotte NC 28226 PC Humanitarian Relief &Sustain the Jewish Faith 10000 Jewish Family Services 5007 Providence Rd Charlotte NC 28226 PC General Purpose 1000 Autism Strong Foundation 9935-D Rea Road Suite 253 Charlotte NC 28277 PC General Purpose 2000 River Ridge Riders 10190 Foreman Ranch Rd Oakboro NC 28129 PC General Purpose 1000 Hospice-Union Cty NC 700 West Blvd Monroe NC 28110 PC General Purpose 1000 Friendship Circle OF NC 6619 Sardis Rd Charlotte NC 28270 PC General Purpose 500 Kinder-Mourn 1320 Harding Place Charlotte NC 28204 PC General Purpose 1000 Full Circle PO Box 7267 Saint Petersburg FL 33734 PC General Purpose 1500 Levine-Sklut Judaic Library 5007 Providence Rd Charlotte NC 28226 PC General Purpose 500 Levine JCC 5007 Providence Rd Charlotte NC 28226 PC General Purpose 1000 Temple Beth El 5101 Providence Rd Charlotte NC 28226 PC General Purpose 1800 34300 14 15976 15976 15976 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 400 JP Morgan ETF Equity 22065 22896 331 SPDR Portfolio S&P 500 14088 14316 503 Altria Group Inc 19249 29003 3372 FS Credit Opportunities Corp 17079 21244 500 Main STR Cap Corp 21258 30195 1002 Virtus Artificial Intelligence 17306 21794 1180 Rivernorth Opportunities FD 13075 13853 150 Alliant Energy Corp 9108 9752 25 Consolidated Edison Inc Com 2347 2483 212 Stag Industrial Inc 7294 7793 Tax book difference 955 Miscellaneous fees Tax payment 259 Capital Gains Distributions 25 25 Sec 1250 Gain 5 5 Taxes paid 750