2024-03-12T18:28:53-05:00 2023-12-31 PAUL J STAFFARONI CPA 4976 GRUNDY WAY DOYLESTOWN PA 189026103 990PF 2023-01-01 203451032 THE MCSWEENY FAMILY FOUNDATION INC MCSW 9173465649 1301 ADAMS STREET 604 HOBOKEN NJ 07030 CHRISTINE DOHERTY DIRECTOR 9173465649 2024-03-12 1 CHRISTINE DOHERTY 999009999 1 PAUL J STAFFARONI CPA P00654248 2153450070 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3848434 X 456270 73568 73568 339660 1044049 339660 7086 7086 876584 420314 0 0 0 3893 3893 0 1900 1900 0 41850 41850 0 1322 1322 0 660 660 0 49625 49625 0 162000 162000 211625 49625 162000 664959 370689 3159647 3848434 3848434 3159647 3848434 3848434 0 0 X 0 0 0 0 3159647 3848434 3159647 3848434 3159647 3848434 3159647 664959 23828 3848434 0 3848434 FIDELITY SALES P 2023-01-01 2023-12-31 8098 27482 -19384 -19384 FIDELITY SALES P 2023-01-01 2023-12-31 1033435 676907 356528 356528 Capital Gains Dividends P 2516 2516 2516 339660 5153 0 5153 0 5153 0 0 0 0 0 X 0 5153 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 1 0 0 1 N/A PAUL J STAFFARONI CPA 2153450070 4976 GRUNDY WAY DOYLESTOWN PA 18902 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOSEPH MCSWEENY 2262 HARBOUR COURT DR LONGBOAT KEY FL 34228 PRESIDENT/TREASURER 1.00 0 0 0 JOAN MCSWEENY 2262 HARBOUR COURT DR LONGBOAT KEY FL 34228 SECRETARY/DIRECTOR 1.00 0 0 0 CHRISTINE DOHERTY 1301 ADAMS ST 604 HOBOKEN NJ 07030 DIRECTOR 0.00 0 0 0 MATTHEW MCSWEENY 70 GARDEN AVE CHATHAM NJ 07928 DIRECTOR 0.00 0 0 0 MICHAEL MCSWEENY 28 WASHINGTON VALLEY ROAD MORRISTOWN NJ 07960 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 3485616 18424 0 3504040 0 0 3504040 52561 3451479 172574 172574 5153 5153 167421 0 167421 0 167421 162000 0 162000 167421 161408 0 0 162000 161408 0 0 592 0 0 0 0 0 0 0 0 166829 0 0 0 X ST CATHERINE CATHOLIC SCHOOL 2835 KENILWORTH BLVD SEBRING FL 33870 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 5000 CATHOLIC RELIEF SERVICES 228 W LEXINGTON ST BALTIMORE MD 21201 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 37000 NICWA 5100 S MACADAM AVE 300 PORTLAND OR 97239 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 10000 SHATTER PROOF 101 MERRITT 7 CORP PK NORWALK CT 06851 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 10000 THE SCHOLARSHIP FUND 171 CLIFTON AVE NEWARK NJ 07104 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 25000 EDUCATION FOUNDATION OF SARASOTA COUNTY 1960 LANDINGS BLVD 120 SARASOTA FL 34231 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 10000 THE ARC OF NJ 985 LIVINGSTON AVE N BRUNSWICK NJ 08902 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 5000 TRI-COUNTY SCHOLARSHIP FUND 14 W MAIN ST MENDHAM NJ 07945 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 5000 BEST BUDDIES INTERNATIONAL 100 SOUTHEAST 2ND ST MIAMI FL 33131 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 10000 CHADD INC 4221 FORBES BLVD LANHAM MD 20706 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 15000 MEMORIAL SLOAN KETTERING CANCER CENTER 1275 YORK AVE NEW YORK NY 10065 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 15000 THE SOCIETY OF THE PROPAGATION OF THE FAITH 171 CLIFTON AVE NEWARK NJ 07104 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 15000 162000 0 73568 7086 339660 0 0 420314 420314 4 PROVIDES INCOME TO SUPPORT THE FOUNDATION 8 PROVIDES INCOME TO SUPPORT THE FOUNDATION 7 PROVIDES INCOME TO SUPPORT THE FOUNDATION 0 0 0 0 0 0 0 0 0 0 X X 1 JOSEPH MCSWEENY 2262 HARBOUR COURT DR LONGBOAT KEY FL 34228 456270 X 1 2270 SHS OF MMC STOCK 456270 2023-11-27 TAX SERVICES 1900 1900 0 FIDELITY BROKERAGE FMV 3839380 3839380 CHASE CHECKING FMV 9054 9054 LEGAL 3893 3893 0 FEES-CIBC 36 36 0 OTHER FEES 624 624 0 MISC 7086 7086 7086 TO ADJUST TO FMV 23828 INV ADVISORY FEES 16850 16850 0 MANAGEMENT FEE 25000 25000 0 JOSEPH MCSWEENY 2262 HARBOUR COURT DR LONGBOAT KEY FL 34228 FOREIGN 1322 1322 0