SWIFT FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SWIFT FAMILY FOUNDATION (EIN 46-4198252)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-02-07
- IRS object ID
- 202220389349100107
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-07T12:00:21-06:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WESTMINSTER ST STE 800 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464198252 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWIFT FAMILY FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWIF | BusinessNameControlTxt |
| Phone | 4072374500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328919798 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUIST BANK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4072374500 | PhoneNum |
| Signature | 2022-01-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 4014573839 | PhoneNum |
| Preparation | 2022-01-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,734,911 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $29,858 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,858 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $141,975 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $730,998 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $141,975 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $171,833 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $171,833 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $23,110 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,555 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,555 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $179 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $179 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $25,789 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,734 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,055 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,789 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,734 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,055 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $71,044 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $160,099 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $52,928 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Bonds EOY | $151,572 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $151,719 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,199,632 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,212,108 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,583,192 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,252,560 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,363,680 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,734,911 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $29,344 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $29,344 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,252,560 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,334,336 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,252,560 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,334,336 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,252,560 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,363,680 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,252,560 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $71,044 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,792 | OtherIncreasesAmt |
| Subtotal | $1,340,396 | SubtotalAmt |
| Other Decreases | $6,060 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,334,336 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 71.675 EDGEWOOD GROWTH FUND-INS | 2020-12-22 | 2021-01-14 | $3,621 | $3,700 | -$79 | -$79 | |
| 3311.664 JOHCM INTERNATIONAL SEL-I | 2021-01-14 | $103,556 | $80,422 | $23,134 | $23,134 | ||
| 275.308 CONESTOGA SMID CAP-INST | 2020-09-17 | 2021-01-14 | $6,489 | $5,245 | $1,244 | $1,244 | |
| 192.936 HARTFORD DIVIDEND AND GRTH-Y | 2021-01-14 | $5,626 | $5,319 | $307 | $307 | ||
| 1678.566 JANUS HENDERSON SMALL CAP VALUE I | 2021-01-14 | $37,768 | $30,448 | $7,320 | $7,320 | ||
| 330.166 T ROWE PR QM US S/C GR EQ-I | 2021-01-14 | $16,624 | $10,666 | $5,958 | $5,958 | ||
| 590.782 T ROWE PR QM US S/C GR EQ-I | 2021-01-14 | $29,746 | $12,839 | $16,907 | $16,907 | ||
| 180.182 VANGUARD INTL GROWTH-ADM | 2018-12-13 | 2021-01-14 | $30,526 | $15,753 | $14,773 | $14,773 | |
| 16.436 VANGUARD INTL GROWTH-ADM | 2020-12-16 | 2021-01-14 | $2,785 | $2,575 | $210 | $210 | |
| 3120.783 VANGUARD TOTAL BD MKT INDEX-INST | 2021-01-14 | $35,889 | $35,955 | -$66 | -$66 | ||
| 14.748 VANGUARD INST INDEX-INST | 2017-03-21 | 2021-01-14 | $4,943 | $3,162 | $1,781 | $1,781 | |
| 139.803 VANGUARD INST INDEX-INST | 2021-01-14 | $46,858 | $38,452 | $8,406 | $8,406 | ||
| 32.189 EDGEWOOD GROWTH FUND-INS | 2020-12-22 | 2021-03-29 | $1,679 | $1,662 | $17 | $17 | |
| 2463.348 CONESTOGA SMID CAP-INST | 2020-09-17 | 2021-03-29 | $56,928 | $46,927 | $10,001 | $10,001 | |
| 255.355 EATON VANCE-ATLANTA SMID-R6 | 2021-01-14 | 2021-03-29 | $10,480 | $9,918 | $562 | $562 | |
| 29.294 EATON VANCE-ATLANTA SMID-R6 | 2014-01-13 | 2021-03-29 | $1,202 | $719 | $483 | $483 | |
| 81.689 FIDELITY SML CAP INDX-INS PR | 2021-01-14 | 2021-03-29 | $2,201 | $2,228 | -$27 | -$27 | |
| 865.126 HARTFORD DIVIDEND AND GRTH-Y | 2020-09-17 | 2021-03-29 | $27,122 | $22,459 | $4,663 | $4,663 | |
| 2672.833 HARTFORD DIVIDEND AND GRTH-Y | 2021-03-29 | $83,793 | $69,191 | $14,602 | $14,602 | ||
| 857.674 T ROWE PRICE EMERG MRKT ST-I | 2021-01-14 | 2021-03-29 | $47,532 | $49,625 | -$2,093 | -$2,093 | |
| 4853.406 WESTERN ASSET CORE PLUS BD-IS | 2021-03-29 | $57,707 | $59,417 | -$1,710 | -$1,710 | ||
| 5207.803 VANGUARD TOTAL BD MKT INDEX-INST | 2021-03-30 | $58,067 | $59,952 | -$1,885 | -$1,885 | ||
| 821. FIDELITY SML CAP INDX-INS PR | 2021-01-14 | 2021-04-22 | $23,251 | $22,389 | $862 | $862 | |
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,605 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $141,975 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,225 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,225 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,225 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $148 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $148 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,077 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUIST BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4072374500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUIST BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $23,110 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,685,236 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,205 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,717,441 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,717,441 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,762 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,691,679 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,584 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,584 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,225 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,225 | TotalTaxAmt |
| Distributable Before Adj | $82,359 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $16,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $98,359 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $98,359 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,055 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $89,055 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $89,055 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $98,359 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $58,964 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,055 | QualifyingDistributionsAmt |
| Applied To Year1 | $58,964 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,091 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $68,268 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SunTrust Bank CO SWIFT FAMILY FDN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1908 | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4072374500 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS FILED ONLINE AT HTTP://FDNWEB.ORG/SWIFT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS GUIDELINES AVAILABLE AT ://FDNWEB.ORG/SWIFT/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION | |||||||
| 12424 RESEARCH PARKWAY | ORLANDO | FL | 328263257 | NONE | PC | GENERAL OPERATING | $11,000 |
| STATE UNIVERSITY OF IOWA FOUNDATION | |||||||
| 1 W PARK RD | IOWA CITY | IA | 522422000 | NONE | PC | GENERAL OPERATING | $17,000 |
| CHILDRENS HOME SOCIETY OF FLORIDA | |||||||
| 482 S KELLER RD | ORLANDO | FL | 328106130 | NONE | PC | GENERAL OPERATING | $32,000 |
| FLORIDA INTERNATIONAL UNIVERSITY FDN | |||||||
| 11200 SW 8TH ST | MIAMI | FL | 33199 | NONE | PC | GENERAL OPERATING | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,858 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $141,975 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $171,833 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $171,833 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $2,500 | Amt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 921937504 VANGUARD TOTAL BOND | BondNm |
| EOY Book Value | $151,572 | EOYBookValueAmt |
| EOYFMV | $151,719 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 0075W0759 EDGEWOOD GROWTH FUND | AT COST | $105,493 | $241,349 |
| 416645828 HARTFORD DIVIDEND & | |||
| 921937504 VANGUARD TOTAL BD MK | |||
| 921910501 VANGUARD INTERNATION | AT COST | $55,915 | $102,177 |
| 87283A102 T RWE PR QM US S/C G | |||
| 277902235 EATON VANCE ATLANTA | AT COST | $27,810 | $52,189 |
| 47103C183 JANUS PERKINS SMALL | |||
| 957663669 WESTERN ASSET FDS IN | AT COST | $133,023 | $134,119 |
| 589509207 THE MERGER FUND | AT COST | $48,657 | $49,358 |
| 09250J734 BLACKROCK EVENT DRIV | AT COST | $50,277 | $50,066 |
| 922040100 VANGUARD INSTITUTION | AT COST | $153,836 | $274,738 |
| 00770G847 JOHCM INTERNATIONAL | |||
| 207019605 CONESTOGA SMID CAP F | |||
| 04314H857 ARTISAN INTERNATIONA | AT COST | $105,235 | $99,545 |
| 256210105 DODGE & COX INCOME F | AT COST | $133,674 | $134,527 |
| 316146182 FIDELITY SMALL CAP I | AT COST | $74,654 | $76,569 |
| 41664T669 HARTFORD DIVIDEND AN | AT COST | $92,119 | $128,535 |
| 464287507 ISHARES CORE S&P MID | AT COST | $49,166 | $51,616 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $81,994 | $83,708 |
| 92206C698 VANGUARD RUSSELL 100 | AT COST | $100,255 | $104,696 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2020 TRANSACTIONS POSTED IN 2021 | Desc |
| Amt | $6,060 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2019 TRANSACTIONS POSTED IN 2020 | $792 |
| RECOVERY OF PY DISTRIBUTION | $16,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $158 | $158 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $21 | $21 | $0 |