2025-10-30T10:15:52-05:00 2024-12-31 231144520 TAIT WELLER & BAKER LLP 50 SOUTH 16TH STREET SUITE 2900 PHILADELPHIA PA 19102 990 2024-01-01 131624199 SWISS BENEVOLENT SOCIETY OF NEW YORK SWIS 2122460655 420 LEXINGTON AVENUE SUITE 430 NEW YORK NY 10170 MARKUS BRUDERER PRESIDENT 2122460655 2025-10-30 1 0 HARRISON PEREIRA P00746867 2159798800 2025-10-30 2024 2025-03-06 01:10:19Z MARKUS BRUDERER 420 LEXINGTON AVENUE SUITE 430 NEW YORK NY 10170 2592467 0 X WWW.SBSNY.ORG X 1851 NY WE HELP PEOPLE OF ALL AGES LIVE MORE ACTIVE, INDEPENDENT, SAFER, HEALTHIER, HAPPIER LIVES THROUGH SOCIAL SERVICE PROGRAMS. WE ASSIST STUDENTS THROUGH SCHOLARSHIPS. 11 10 5 18 0 0 280288 164111 0 0 334158 723199 18342 16714 632788 904024 197325 345900 0 0 471888 455249 0 0 0 328570 358638 997783 1159787 -364995 -255763 8494886 8563834 370948 338222 8123938 8225612 X THE MISSION OF THE SWISS BENEVOLENT SOCIETY OF NEW YORK (SOCIETY) IS TO PROVIDE INFORMATION AND PROGRAMS TO ITS MEMBERS, SERVE THE NEEDS OF THE SWISS NEW YORKERS AND PROMOTE INTERCULTURAL COOPERATION. THE SOCIETY PROVIDES FINANCIAL AND OTHER RELIEF TO QUALIFIED PERSONS, INCLUDING, BUT NOT LIMITED TO NATIVES OF SWITZERLAND, OR OF SWISS ORIGIN WHO ARE IN THE U.S.AND IN NEED OF ASSISTANCE. (NOTE: OUR SERVICES ARE SPECIFICALLY NOT LIMITED TO OUR MEMBERS). 0 0 547861 SOCIAL SERVICES: THE SWISS BENEVOLENT SOCIETY HANDLED 48 CLIENTS WITH 79 HOME VISITS. IN ADDITION, THERE WERE TELEPHONE CONSULTATIONS WHERE INFORMATION ON AVAILABLE SERVICES AND GUIDANCE WAS PROVIDED TO BOTH CLIENTS AS WELL AS REGULAR MEMBERS OF THE SWISS BENEVOLENT SOCIETY. THE ORGANIZATION ALSO HELD REGULAR EVENTS, SUCH AS MONTHLY GATHERINGS IN 6 LOCATIONS (UPPER EAST SIDE, UPPER WEST SIDE, QUEENS, LONG ISLAND, WESTCHESTER AND NEW JERSEY). THE ATTENDANCE WAS BETWEEN 8 AND 15 PEOPLE PER EVENT. THERE WERE ALSO WEEKLY EXERCISE CLASSES (VIA TELEPHONE) AND MOVIE AFTERNOONS (VIRTUAL). IN DECEMBER 6 HOLIDAY LUNCHEONS WERE HELD WITH A TOTAL ATTENDANCE OF 129 PEOPLE. 345900 345900 THE SWISS BENEVOLENT SOCIETY HAS A SCHOLARSHIP PROGRAM WITH THE FOLLOWING COMPONENTS: MERIT, OUTSTANDING SCHOLASTIC ACHIEVEMENT, GRADUATE AND MEDICUS. THE MEDICUS PROGRAM IS AN EXCHANGE PROGRAM BETWEEN SWITZERLAND AND THE UNITED STATES WHILE ALL OTHER PROGRAMS ARE U.S. BASED. SBS MERIT SCHOLARSHIP: 84 RECIPIENTS $190,900 PAID; SBS SCHOLASTIC ACHIEVEMENT: 3 RECIPIENTS, $12,000 PAID; SBS GRADUATE: 2 RECIPIENTS $10,000 PAID; MEDICUS: 13 RECIPIENTS $130,000 PAID. 893761 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X MARKUS BRUDERER 2122460655 420 LEXINGTON AVENUE SUITE 430 NEW YORK NY 10170 MARKUS BRUDERER EXECUTIVE DIRECTOR 37.50 X X 151000 0 21828 JOHANNA REINHART PRESIDENT 1.00 X X 0 0 0 RUEDI GREINER VICE PRESIDENT 1.00 X X 0 0 0 ALEXANDRE C MANZ SECRETARY 1.00 X X 0 0 0 ALBERTO ZONCA TREASURER 1.00 X X 0 0 0 RICHARD DAETWILER DIRECTOR 1.00 X 0 0 0 PEGGY GUBELMAN DIRECTOR 1.00 X 0 0 0 LORENZ LOBSIGER DIRECTOR 1.00 X 0 0 0 ANDREAS MAERKI DIRECTOR 1.00 X 0 0 0 MARIANNE MAZZONELLI DIRECTOR 1.00 X 0 0 0 VALERIE WOLFMAN DIRECTOR 1.00 X 0 0 0 151000 0 21828 1 0 1 0 0 58460 105651 164111 204770 204770 2206872 1688443 518429 518429 518429 MISCELLANEOUS 900099 16714 16714 16714 904024 0 0 739913 225900 225900 120000 120000 172827 95055 77772 219551 193776 25775 10649 9443 1206 22876 19903 2973 29346 21923 7423 1235 879 356 55029 39172 15857 76858 76858 2784 1982 802 39297 21703 17594 27309 20401 6908 74732 55829 18903 2237 1472 765 4189 2828 1361 11580 8651 2929 ASSISTANCE AND CLIENT A 38176 38176 25212 16668 8544 1159787 893761 266026 0 634058 688306 525 3194 3256 2906 70169 21323 53035 48846 6873183 6614307 600881 926101 329948 280174 8494886 8563834 50925 47951 320023 290271 370948 338222 X 4876641 4703417 3247297 3522195 8123938 8225612 8494886 8563834 -255763 357437 0 X 0 0 0 X 251953 168029 72054 280288 164111 936435 251953 168029 72054 280288 164111 936435 174922 761513 195204 253634 220115 293924 204770 1167647 73807 26643 14302 18342 16714 149808 2253890 0.33790 0.33510 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 73,807. 2021 AMOUNT: $ 26,643. 2022 AMOUNT: $ 14,302. 2023 AMOUNT: $ 18,342. 2024 AMOUNT: $ 16,714. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3247297 435901 130000 31003 3522195 2846974 465406 40000 25083 3247297 3472580 -550666 50000 24940 2846974 3186878 341796 30000 26094 3472580 2888543 308335 10000 3186878 0 0 7208 7208 0 62961 14115 48846 48846 ALTERNATIVE INVESTMENTS 926101 F 926101 OPERATING LEASE LIABILITY 290271 290271 X 1184603 357437 357437 827166 76858 76858 904024 1082929 0 1082929 76858 76858 1159787 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS INTENDED USE IS FOR SCHOLARSHIPS, SOCIAL SERVICES AND ADMINISTRATIVE COSTS. PART X, LINE 2: THE SOCIETY HAS BEEN GRANTED EXEMPTION FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN HELD TO BE A PUBLICLY SUPPORTED ORGANIZATION, AND NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). HOWEVER, THE SOCIETY IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE SOCIETY FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS TO RECIPIENTS IN REGION 120000 0 0 0 0 0 0 120000 0 120000 SCHOLARSHIP EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: THE SOCIETY RECEIVES CONFIRMATIONS BY THE COLLEGES AND UNIVERSITIES THAT THE STUDENTS ARE ATTENDING CLASSES ALONG WITH THE NUMBER OF CREDITS EARNED PER SEMESTER. 1 SCHOLARSHIPS 89 225900 PART I, LINE 2: THE SOCIETY RECEIVES CONFIRMATIONS BY THE COLLEGES AND UNIVERSITIES THAT THE STUDENTS ARE ATTENDING CLASSES ALONG WITH THE NUMBER OF CREDITS EARNED PER SEMESTER. 0 0 0 0 0 0 0 0 0 MARKUS BRUDERER EXECUTIVE DIRECTOR 128000 0 23000 0 0 0 7550 0 14278 0 172828 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE SWISS BENEVOLENT SOCIETY (SBS) CONSISTS OF 423 MEMBERS WHO THROUGH THEIR MEMBERSHIP ARE HOLDING VOTING RIGHTS AT THE ANNUAL MEETING OF THE SBS. FORM 990, PART VI, SECTION A, LINE 7A AT THE ANNUAL MEMBERSHIP A SLATE OF PROPOSED BOARD MEMBERS IS PRESENTED FOR ELECTION BY THE MEMBERS ATTENDING THE ANNUAL MEETING. THE PROCESS OF PROPOSING BOARD MEMBERS, TERMS AND ELECTION PROCEDURES ARE DEFINED IN THE BY-LAWS OF THE SBS. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE BY-LAWS ARE SUBJECT TO APPROVAL BY A VOTE OF THE MEMBERSHIP DURING AN ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER REVIEWS THE COMPLETED FORM 990. ALL QUESTIONS THAT ARISE DURING THE REVIEW ARE RESOLVED PRIOR TO FILING THE 990. THE FORM 990 IS DISTRIBUTED TO THE ENTIRE BOARD AFTER ITS SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE SOCIETY REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING OFFICERS AND DIRECTORS TO SIGN THE POLICY ON A YEARLY BASIS. IN THE EVENT A CONFLICT ARISES, THE AFFECTED MEMBER IS NOT PERMITTED TO VOTE ON THE SUBJECT IN WHICH A CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION AFTER DOING COMPARISIONS WITH SIMILAR ORGANIZATIONS AND CONSIDERING THE EXECUTIVE DIRECTOR'S RESPONSIBILITIES. THIS PROCESS WAS LAST PERFORMED IN 2019. THE BOARD IS INFORMED OF THE COMPENSATION DECISIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.