2024-11-14T14:12:37-05:00 2023-12-31 561858844 RUSSELL L GROVES CPA 711 ROCKLYN DRIVE Rock Hill SC 29730 990PF 2023-01-01 562029896 THE MARILYN AND HARRY SWIMMER FAMILY FOUNDATION MARI 455 PROVIDENCE ROAD SOUTH WAXHAW NC 28173 HARRY SWIMMER CHAIRMAN 7043336694 2024-11-14 true true RUSSELL L GROVES P00435266 7046883515 2024-11-14 X 2023 2024-10-15 13:58:12Z X 161421 X X 19161 19161 5992 472689 5992 25153 25153 716 4 4 720 4 0 25750 25750 26470 4 25750 -1317 25149 0 2092 1631 3053 102 165880 168001 161421 171127 169632 161421 0 0 X 171127 169632 171127 169632 171127 169632 171127 -1317 169810 178 169632 PUBLICLY TRADED SECURITIES P 2023-01-01 2023-12-31 388666 414700 -26034 -26034 PUBLICLY TRADED SECURITIES P 2021-01-01 2023-12-31 84023 51997 32026 32026 5992 -26034 350 0 350 0 350 50 400 false false false false false false false false true NC false false false false true HARRY S SWIMMER 7043336694 455 PROVIDENCE ROAD SOUTH WAXHAW NC 28173 false HARRY S SWIMMER 455 PROVIDENCE ROAD SOUTH WAXHAW NC 28173 PRESIDENTTREASURER 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 NA 0 184576 5673 0 190249 0 190249 2854 187395 9370 9370 350 350 9020 9020 9020 25750 25750 9020 13414 11871 9082 18013 15490 67870 25750 9020 16730 84600 0 13414 71186 11871 9082 18013 15490 16730 HARRY SWIMMER NONE HARRY S SWIMMER 455 PROVIDENCE RD SOUTH WAXHAW NC 28173 7043336694 NO PARTICULAR FORM REQUIRED NA N/A DRUMS FOR CURES 1510 TWIFORD PL CHARLOTTE NC 28207 NA PC CANCER RESEARCH 2500 EQUUVATION 196 OLD STAGECOACH LN STATESVILLE NC 28625 NA PC PROMOTR HORSE-HUMAN CONNECTION 1000 AMERICAN SADDLEBRED LEGACY FOUNDATI 2485 EMINENCE RD EMINENCE KY 40019 NA PC HORSE RESCUE 500 TEMPLE ISRAEL 4901 PROVIDENCE RD CHARLOTTE NC 28226 NA PC SPIRITUAL AND EDUCATIONAL 6000 JEWISH FEDERATION OF CHARLOTTE 5007 PROVIDENCE RD STE 101 CHARLOTTE NC 28226 NA PC HUMANITARIAN RELIEF & SUSTAIN THE JEWISH 10000 TEMPLE BETH EL 5101 PROVIDENCE RD CHARLOTTE NC 28226 NA PC SPIRITUAL & EDUCATIONAL 1250 LEVINE JEWISH COMMUNITY CENTER 5007 PROVIDENCE RD CHARLOTTE NC 28226 NA PC PROMOTE JEWISH CULTURE 3000 TREES CHARLOTTE 701 TUCKASEEGEE CHARLOTTE NC 28208 NA PC TO GROW & DIVERSIFY CHARLOTTES URBAN FORREST 500 PAULA TAKACS FOOUNDATION PO BOX 78416 CHARLOTTE NC 28271 NA PC SARCOMA RESEARCH 1000 25750 0 14 19161 18 19161 19161 false false false false false false false false false false 755 BRITISH AMERICAN TOBACCO 0 0 503 ALTRIA GROUP 19198 20291 110 APPLE INC 0 0 1000 HANESBRANDS INC 0 0 90 MARSH & MCLENNAN 0 0 400 JP MORGAN ETF EQUITY 22042 21992 150 JP MORGAN CHASE 0 0 50 PEPSICO 0 0 3000 INVESCO SENIOR INCOME 0 0 300 MAIN STR CAP CORP 12333 0 1200 VIRTUS ARTIFICIAL INTELLI 20629 20880 280 BRISTOL MEYERS 0 0 850 ANALY CAPITAL MGMT 0 0 900 ALLIANCE RESOURCE PTRS 18774 19062 1013 OAKTREE SPECIALTY LENDING 20278 20685 5235 FS CREDIT OPPORT CORP 26549 29682 1000 INVESCO MORTGAGE CO 9540 8860 950 STARWOOD PPTY TR 18658 19969 TAX BOOK DIFF WASH SALE 178 PORTFOLIO EXPENSES 0 0 0 0 PARTNERSHIP NONDEDUCTIBLE 4 4 0 0 TAX ON INVESTMENT INCOME 716 0 0 0