2025-02-24T10:26:13-06:00 2024-12-31 PAUL J STAFFARONI CPA 4976 GRUNDY WAY DOYLESTOWN PA 189026103 990PF 2024-01-01 203451032 THE MCSWEENY FAMILY FOUNDATION INC MCSW 9173465649 1301 ADAMS STREET 604 HOBOKEN NJ 07030 CHRISTINE DOHERTY TREASURER 9173465649 2025-02-24 1 1 PAUL J STAFFARONI CPA P00654248 2153450070 X 2024 2025-03-06 01:10:19Z X 5433930 X 1259160 81542 81542 1015493 2048238 1015493 8723 8723 2364918 1105758 0 0 0 2000 2000 0 47746 47746 0 1982 1982 0 846 846 0 52574 52574 0 170000 170000 222574 52574 170000 2142344 1053184 3848434 5433930 5433930 3848434 5433930 5433930 0 0 X 0 0 0 0 3848434 5433930 3848434 5433930 3848434 5433930 3848434 2142344 0 5990778 556848 5433930 FIDELITY SALES P 2024-01-01 2024-12-31 81109 84136 -3027 -3027 FIDELITY SALES P 2024-01-01 2024-12-31 1940279 948609 991670 991670 Capital Gains Dividends P 26850 26850 26850 1015493 14639 0 14639 0 14639 0 0 0 0 0 X 0 14639 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 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/TREASURER 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 4633555 7627 0 4641182 0 0 4641182 69618 4571564 228578 228578 14639 14639 213939 0 213939 0 213939 170000 0 170000 213939 166829 0 0 170000 166829 0 0 3171 0 0 0 0 0 0 0 0 210768 0 0 0 X THE SCHOLARSHIP FUND 171 CLIFTON AVE NEWARK NJ 07104 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 15000 TRI-COUNTY SCHOLARSHIP FUND 14 W MAIN ST MENDHAM NJ 07945 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 5000 MEMORIAL SLOAN KETTERING CANCER CENTER 1275 YORK AVE NEW YORK NY 10065 NONE CHARITY SUPPORT OF CYCLE FOR SURVIVAL 10000 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 BEST BUDDIES INTERNATIONAL 100 SOUTHEAST 2ND ST MIAMI FL 33131 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 10000 THE EDUCATION FOUNDATION OF SARASOTA COUNTY 1960 LANDINGS BLVD SARASOTA FL 34231 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 10000 RARITAN BAY AREA YMCA 357 NEW BRUNDSWICK AVE PERTH AMBOY NJ 08861 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 5000 CATHOLIC RELIEF SERVICES PO BOX 5204 HARLAN IA 51593 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 25000 CHADD 4221 FORBES BLVD LANHAM MD 20706 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 10000 THE SEEING EYE PO BOX 375 MORRISTOWN NJ 07963 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 10000 GOOD COUNSEL 600 MEADOWLANDS PKWY SECAUCUS NJ 07094 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 10000 SEVERAL SOURCES SHELTERS PO BOX 157 RAMSEY NJ 07446 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 10000 ST CATHERINE CATHOLIC SCHOOL 2835 KENILWORTH BLVD SEBRING FL 33870 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 5000 FOUNDATION FOR MORRISTOWN MEDICAL CENTER 475 SOUTH ST MORRISTOWN NJ 07960 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 10000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 10000 THE PONTIFICAL MISSION SOCIETIES 70 W 36TH ST 8TH FL NEW YORK NY 10018 NONE CHARITY GENERAL SUPPORT OF PROGRAMS 5000 170000 0 81542 8723 1015493 0 0 1105758 1105758 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 1259160 X 1 4500 SHS OF MMC STOCK 944370 2024-06-07 1 1500 SHS OF MMC STOCK 314790 2024-06-10 TAX SERVICES 2000 2000 0 FIDELITY BROKERAGE FMV 5427730 5427730 CHASE CHECKING FMV 6200 6200 TO ADJUST TO FMV 556848 FEES-CIBC 145 145 0 OTHER FEES 701 701 0 MISC 8723 8723 8723 INV ADVISORY FEES 22746 22746 0 MANAGEMENT FEE 25000 25000 0 JOSEPH MCSWEENY 2262 HARBOUR COURT DR LONGBOAT KEY FL 34228 FOREIGN 1982 1982 0