2025-04-17T17:23:37-05:00 2024-12-31 ERNST & YOUNG US LLP One Manhattan West NEW YORK NY 10001 990PF 2024-01-01 465523116 The Swanson Foundation % C/O THE AYCO COMPANY - NTG SWAN 5186405000 C/O THE AYCO COMPANY - PO Box 15201 Albany NY 122125201 William Swanson TRUSTEE 5186405000 2025-03-22 true true Christine DiIonna P00999533 2127733000 2025-03-22 2024 2025-03-06 01:10:19Z X 4635449 X 1037808 22736 22736 32291 32291 465106 922710 465106 1557941 520133 0 3675 1837 0 1838 180 180 3855 2017 0 1838 631600 631600 635455 2017 0 633438 922486 518116 151621 498667 498667 711373 953732 3611661 557103 249674 525121 1420097 1702073 4635449 0 0 X 1420097 1702073 1420097 1702073 1420097 1702073 1420097 922486 2342583 640510 1702073 PUBLICLY TRADED SECURITIES 922710 457604 465106 465106 465106 7202 7202 7202 3358 0 12000 15358 8156 8156 false false false false false false false true true MA true false false false false true NONE CO THE AYCO COMPANY - NTG 5186405000 100 COLISEUM DRIVE Cohoes NY 12047 false false false false false false false false false false false false false false false false false false false false false William H Swanson C/O THE AYCO COMPANY - PO Box 15201 Albany NY 122125201 Trustee 1.0 0 0 0 Cheryl K Swanson C/O THE AYCO COMPANY - PO Box 15201 Albany NY 122125201 Trustee 1.0 0 0 0 NONE NONE 3622214 484655 0 4106869 0 4106869 61603 4045266 202263 202263 7202 7202 195061 195061 195061 633438 0 0 0 0 633438 195061 0 2022 2021 2020 0 1322218 994692 832219 782786 983069 4914984 633438 0 195061 438377 5353361 0 0 0 0 1322218 4031143 994692 832219 782786 983069 438377 WILLIAM H AND CHERYL K SWANSON NONE X Cal Poly Foundation 1 GRAND AVE BLDG 15 San Luis Obispo CA 934079000 NONE PC GENERAL PURPOSE 234600 Naval Postgraduate School Foundation PO BOX 8626 Monterey CA 939438626 NONE PC GENERAL PURPOSE 21800 Pebble Beach Company Foundation PO BOX 1767 Pebble Beach CA 939531767 NONE PC GENERAL PURPOSE 25000 Massachusetts General Hospital Nurses Alumnae Asso PO BOX 6234 Boston MA 021140015 NONE PC GENERAL PURPOSE 200000 Old Mission School 761 Broad Street San Luis Obispo CA 93401 NONE PC General Purpose 200 Friends of Laguna Seca 18900 PORTOLA DR SALINAS CA 939081268 NONE PC GENERAL PURPOSE 125000 John F Kennedy Library Foundation Columbia Point Boston MA 02125 NONE PC GENERAL PURPOSE 20000 The House Institute Foundation 1127 WILSHIRE BLVD STE 1620 Los Angeles CA 900173901 NONE PC GENERAL PURPOSE 5000 631600 14 22736 14 32291 18 465106 520133 520133 false false false false false false false false false false X X 1 William H and Cheryl K Swanson C/O The Ayco Co PO Box 15201 Albany NY 122125201 522809 X X 2 William H and Cheryl K Swanson C/O The Ayco Co PO Box 15201 ALBANY NY 122125201 514999 X X 1 SEE ATTACHED 522809 2024-09-18 2 SEE ATTACHED 514999 2024-09-24 ACCOUNTING FEES 3675 1837 1838 NONE APPLE INC. (AAPL) 80589 766035 JPMORGAN CHASE & CO. (JPM) 94058 265599 RAYMOND JAMES FINANCIAL, INC 54125 232995 AMPHENOL CORP CL-A 26964 138900 APPLIED MATERIALS INC 63284 178893 CENTENE CORPORATION 148567 181740 ZOETIS INC. 43537 162930 FRANCO-NEVADA CORPORATION 0 0 DANAHER CORPORATION PRODUCT 158647 551150 ARCH CAPITAL GROUP LTD 0 0 MICROSOFT CORPORATION 30318 176187 O'REILLY AUTOMOTIVE INC 32929 115023 TRANSDIGM GROUP INCORPORATED 39347 149539 ALPHABET INC 14610 75986 AMETEK INC 72528 162234 BROWN & BROWN INC 1578 6223 COPART INC 9878 45797 COSTCO WHOLESALE CORPORATION 13023 64139 ELI LILLY & CO CMN 13103 50180 EMCOR GROUP INC 37381 198354 GARTNER INC 3717 14050 KKR & CO INC 10535 57833 LENNAR CORPORATION CMN 3673 12273 LIBERTY MEDIA CORP 21 84 MSCI INC 839 3600 THE PROGRESSIVE CORPORATION 481 1917 ISHARES RUSSELL 1000 ETF AT COST 249674 525121 NEUBERGER BERMAN LONG SHORT FD AT COST 0 0 EXCESS OF FMV OVER DONOR'S COST BASIS OF 0 SECURITIES DONATED TO THE FOUNDATION 640510 FOREIGN TAXES 180 180