SWIFT FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SWIFT FAMILY FOUNDATION (EIN 46-4198252)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2022-02-15
- IRS object ID
- 202240469349100609
- Schema version
- 2019v5.0
- 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 Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-15T10:00:17-06:00 | ReturnTs |
| Tax Period End | 2020-11-30 | 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 | 2019-12-01 | 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 | 2022-02-15 | 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 | 2022-02-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,587,311 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,882 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,215,894 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $25,939 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,950 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,304 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,152 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,152 | 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 | $625 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $318 | 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 | $25,429 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,470 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,652 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,429 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,470 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,652 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,490 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,480 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,571 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,928 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,928 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,262,871 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,199,632 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,534,383 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,308,442 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,252,560 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,587,311 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,308,442 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,252,560 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,308,442 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,252,560 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,308,442 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,252,560 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,308,442 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,490 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,400 | OtherIncreasesAmt |
| Subtotal | $1,253,352 | SubtotalAmt |
| Other Decreases | $792 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,252,560 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 8.089 EDGEWOOD GROWTH FUND-INS | 2019-12-19 | 2020-01-14 | $321 | $310 | $11 | $11 | |
| 514.066 EDGEWOOD GROWTH FUND-INS | 2016-07-18 | 2020-01-14 | $20,419 | $11,428 | $8,991 | $8,991 | |
| 1232.731 JOHCM INTERNATIONAL SEL-I | 2019-08-28 | 2020-01-14 | $29,881 | $27,699 | $2,182 | $2,182 | |
| 1927.089 JOHCM INTERNATIONAL SEL-I | 2020-01-14 | $46,713 | $36,553 | $10,160 | $10,160 | ||
| 48.478 EATON VANCE-ATLANTA SMID-R6 | 2020-01-14 | $1,851 | $1,704 | $147 | $147 | ||
| 130.522 EATON VANCE-ATLANTA SMID-R6 | 2019-08-28 | 2020-01-14 | $4,985 | $4,972 | $13 | $13 | |
| 111.665 HARTFORD DIVIDEND AND GRTH-Y | 2019-12-10 | 2020-01-14 | $3,072 | $2,974 | $98 | $98 | |
| 30.247 HARTFORD DIVIDEND AND GRTH-Y | 2018-12-13 | 2020-01-14 | $832 | $783 | $49 | $49 | |
| 32.924 JANUS HENDERSON SMALL CAP VALUE I | 2017-03-21 | 2020-01-14 | $750 | $729 | $21 | $21 | |
| 93.04 T ROWE PRICE EMERG MRKT ST-I | 2018-03-21 | 2020-01-14 | $4,505 | $4,410 | $95 | $95 | |
| 49.21 VANGUARD INST INDEX-INST | 2020-01-14 | $14,524 | $12,182 | $2,342 | $2,342 | ||
| 93.714 VANGUARD INST INDEX-INST | 2020-01-14 | $27,660 | $24,723 | $2,937 | $2,937 | ||
| 28. VANGUARD RUSSELL 1000 GROWTH ETF | 2019-08-28 | 2020-01-14 | $5,230 | $4,543 | $687 | $687 | |
| 19. VANGUARD RUSSELL 1000 VALUE ETF | 2019-08-28 | 2020-01-14 | $2,280 | $2,044 | $236 | $236 | |
| 352.262 BLACKROCK EVENT DRIVEN EQ-IS | 2019-08-28 | 2020-03-19 | $3,114 | $3,470 | -$356 | -$356 | |
| 48.989 DOUBLELINE TOTL RET BND-I | 2016-02-08 | 2020-03-19 | $509 | $536 | -$27 | -$27 | |
| 748. ISHARES TR MSCI SMALL CAP ETF | 2020-01-14 | 2020-03-19 | $29,182 | $46,310 | -$17,128 | -$17,128 | |
| 294. ISHARES CORE MSCI EAFE ETF | 2020-01-14 | 2020-03-19 | $13,084 | $19,257 | -$6,173 | -$6,173 | |
| 392.522 JANUS HENDERSON SMALL CAP VALUE I | 2020-03-19 | $5,774 | $8,690 | -$2,916 | -$2,916 | ||
| 239.5 MERGER FUND-INST | 2020-03-19 | $3,832 | $4,061 | -$229 | -$229 | ||
| 2849.954 VANGUARD TOTAL BD MKT INDEX-INST | 2019-08-28 | 2020-03-19 | $30,979 | $31,976 | -$997 | -$997 | |
| 55.969 VANGUARD INST INDEX-INST | 2020-03-19 | $12,167 | $12,081 | $86 | $86 | ||
| 498. VANGUARD RUSSELL 1000 GROWTH ETF | 2019-08-28 | 2020-03-19 | $72,285 | $80,803 | -$8,518 | -$8,518 | |
| 646. VANGUARD RUSSELL 1000 VALUE ETF | 2019-08-28 | 2020-03-19 | $52,646 | $69,489 | -$16,843 | -$16,843 | |
| 1700.867 WESTERN ASSET CORE PLUS BD-IS | 2020-03-19 | $18,505 | $20,487 | -$1,982 | -$1,982 | ||
| 5679.74 WESTERN ASSET CORE PLUS BD-IS | 2017-03-21 | 2020-03-19 | $61,796 | $65,374 | -$3,578 | -$3,578 | |
| 338.822 EDGEWOOD GROWTH FUND-INS | 2020-03-19 | 2020-04-17 | $12,882 | $10,480 | $2,402 | $2,402 | |
| 10457.545 DOUBLELINE TOTL RET BND-I | 2020-04-17 | $109,804 | $111,045 | -$1,241 | -$1,241 | ||
| 1102.523 DOUBLELINE TOTL RET BND-I | 2020-01-14 | 2020-04-17 | $11,576 | $11,797 | -$221 | -$221 | |
| 114.358 EATON VANCE-ATLANTA SMID-R6 | 2018-03-21 | 2020-04-17 | $3,409 | $4,006 | -$597 | -$597 | |
| 101.741 HARTFORD DIVIDEND AND GRTH-Y | 2018-12-13 | 2020-04-17 | $2,338 | $2,634 | -$296 | -$296 | |
| 50. ISHARES CORE MSCI EAFE ETF | 2020-01-14 | 2020-04-17 | $2,585 | $3,275 | -$690 | -$690 | |
| 1260.184 JANUS HENDERSON SMALL CAP VALUE I | 2020-04-17 | $20,516 | $27,219 | -$6,703 | -$6,703 | ||
| 48.37 JANUS HENDERSON SMALL CAP VALUE I | 2019-08-28 | 2020-04-17 | $787 | $994 | -$207 | -$207 | |
| 77.986 T ROWE PR QM US S/C GR EQ-I | 2017-03-21 | 2020-04-17 | $2,582 | $2,329 | $253 | $253 | |
| 16.819 T ROWE PR QM US S/C GR EQ-I | 2020-01-14 | 2020-04-17 | $557 | $681 | -$124 | -$124 | |
| 80.364 VANGUARD INTL GROWTH-ADM | 2020-01-14 | 2020-04-17 | $7,690 | $8,518 | -$828 | -$828 | |
| 4.323 VANGUARD INST INDEX-INST | 2020-03-25 | 2020-04-17 | $1,109 | $954 | $155 | $155 | |
| 25.232 VANGUARD INST INDEX-INST | 2017-03-21 | 2020-04-17 | $6,476 | $5,410 | $1,066 | $1,066 | |
| 236.852 EDGEWOOD GROWTH FUND-INS | 2020-03-19 | 2020-05-27 | $9,917 | $7,326 | $2,591 | $2,591 | |
| 110.38 EATON VANCE-ATLANTA SMID-R6 | 2020-05-27 | $3,722 | $3,842 | -$120 | -$120 | ||
| 668. ISHARES 7-10 YEAR TREASURY B | 2020-05-27 | $81,290 | $78,463 | $2,827 | $2,827 | ||
| 1074. ISHARES CORE MSCI EAFE ETF | 2020-01-14 | 2020-05-27 | $59,617 | $70,347 | -$10,730 | -$10,730 | |
| 134.166 T ROWE PRICE EMERG MRKT ST-I | 2020-03-19 | 2020-05-27 | $5,262 | $4,512 | $750 | $750 | |
| 957.52 T ROWE PRICE EMERG MRKT ST-I | 2020-05-27 | $37,554 | $42,730 | -$5,176 | -$5,176 | ||
| 274.163 T ROWE PR QM US S/C GR EQ-I | 2017-03-21 | 2020-05-27 | $10,388 | $8,188 | $2,200 | $2,200 | |
| 671. VANGUARD DIVIDEND APPREC ETF | 2020-05-27 | $77,654 | $69,153 | $8,501 | $8,501 | ||
| 45.907 VANGUARD INTL GROWTH-ADM | 2020-05-27 | $4,756 | $4,244 | $512 | $512 | ||
| 6281.331 VANGUARD S/T BND INDX-INST | 2020-04-17 | 2020-05-27 | $68,152 | $67,964 | $188 | $188 | |
| 933.768 EATON VANCE-ATLANTA SMID-R6 | 2020-09-17 | $33,429 | $31,058 | $2,371 | $2,371 | ||
| 41.93 EATON VANCE-ATLANTA SMID-R6 | 2020-03-19 | 2020-09-17 | $1,501 | $1,073 | $428 | $428 | |
| 22.576 VANGUARD INTL GROWTH-ADM | 2019-08-28 | 2020-09-17 | $3,020 | $2,003 | $1,017 | $1,017 | |
| 244.573 VANGUARD INST INDEX-INST | 2020-05-27 | 2020-09-17 | $73,499 | $66,441 | $7,058 | $7,058 | |
| 1665.418 WESTERN ASSET CORE PLUS BD-IS | 2020-05-27 | 2020-09-17 | $20,901 | $20,218 | $683 | $683 | |
| 139.826 EDGEWOOD GROWTH FUND-INS | 2020-09-17 | 2020-11-13 | $7,222 | $6,615 | $607 | $607 | |
| 121.784 JOHCM INTERNATIONAL SEL-I | 2020-09-17 | 2020-11-13 | $3,550 | $3,365 | $185 | $185 | |
| 116.515 BLACKROCK EVENT DRIVEN EQ-IS | 2019-08-28 | 2020-11-13 | $1,150 | $1,148 | $2 | $2 | |
| 103.286 CONESTOGA SMID CAP-INST | 2020-09-17 | 2020-11-13 | $2,200 | $1,968 | $232 | $232 | |
| 46.44 EATON VANCE-ATLANTA SMID-R6 | 2014-01-13 | 2020-11-13 | $1,650 | $1,139 | $511 | $511 | |
| 255.304 HARTFORD DIVIDEND AND GRTH-Y | 2020-09-17 | 2020-11-13 | $7,100 | $6,628 | $472 | $472 | |
| 63.068 JANUS HENDERSON SMALL CAP VALUE I | 2020-05-27 | 2020-11-13 | $1,250 | $1,147 | $103 | $103 | |
| 65.341 MERGER FUND-INST | 2020-09-17 | 2020-11-13 | $1,150 | $1,138 | $12 | $12 | |
| 35.477 T ROWE PR QM US S/C GR EQ-I | 2020-09-17 | 2020-11-13 | $1,600 | $1,430 | $170 | $170 | |
| 29.721 VANGUARD INTL GROWTH-ADM | 2020-11-13 | $4,339 | $2,629 | $1,710 | $1,710 | ||
| 824.698 VANGUARD TOTAL BD MKT INDEX-INST | 2020-11-13 | $9,550 | $9,542 | $8 | $8 | ||
| 29.595 VANGUARD INST INDEX-INST | 2020-05-27 | 2020-11-13 | $9,481 | $8,040 | $1,441 | $1,441 | |
| 539.137 WESTERN ASSET CORE PLUS BD-IS | 2020-05-27 | 2020-11-13 | $6,750 | $6,545 | $205 | $205 | |
| CAPITAL GAIN DIVIDENDS | $19,033 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,606 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,420,406 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031404 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $38,607 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,435,854 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.026888 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $68,628 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,380,819 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049701 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $68,815 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,320,001 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052133 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $68,632 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,417,898 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048404 | DistributionYr5Rt |
| Total Distribution | 0.20853 | TotalDistributionRt |
| Average Distribution | 0.041706 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,469,787 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $61,299 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $145 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $61,444 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $70,652 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $145 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $145 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $145 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $693 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $693 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $548 | OverpaymentAmt |
| Applied To ES Tax | $148 | AppliedToESTaxAmt |
| Refund | $400 | 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 | SUNTRUST 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 1908 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328021908 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNTRUST BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1908 ORLANDO FL 32802-190 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328021908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $22,304 | 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 | $1,431,436 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,734 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,492,170 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,492,170 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,383 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,469,787 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,489 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $73,489 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $145 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $145 | TotalTaxAmt |
| Distributable Before Adj | $73,344 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $73,344 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $73,344 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,652 | 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 | $70,652 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $145 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $70,507 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,344 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $56,272 | 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 | $70,652 | QualifyingDistributionsAmt |
| Applied To Year1 | $56,272 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,380 | 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 | $58,964 | 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 | $11,000 |
| STATE UNIVERSITY OF IOWA FOUNDATION | |||||||
| 1 W PARK RD | IOWA CITY | IA | 522422000 | NONE | PC | GENERAL | $15,000 |
| CHILDRENS HOME SOCIETY OF FLORIDA | |||||||
| 482 S KELLER RD | ORLANDO | FL | 328106130 | NONE | PC | GENERAL | $16,000 |
| FLORIDA INTERNATIONAL UNIVERSITY FDN | |||||||
| 11200 SW 8TH ST | MIAMI | FL | 33199 | NONE | PC | GENERAL | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,000 | 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 | $25,882 | 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 | $57 | 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 | $25,939 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,939 | 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 Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 0075W0759 EDGEWOOD GROWTH FUND | AT COST | $99,699 | $195,040 |
| 92206C714 VANGUARD RUSSELL 100 | |||
| 258620103 DOUBLELINE TOTAL RET | |||
| 416645828 HARTFORD DIVIDEND & | AT COST | $170,650 | $194,079 |
| 921937504 VANGUARD TOTAL BD MK | AT COST | $246,973 | $253,135 |
| 921910501 VANGUARD WORLD INTL | AT COST | $65,432 | $119,377 |
| 87283A102 T RWE PR QM US S/C G | AT COST | $23,506 | $42,603 |
| 92206C680 VANGUARD RUSSELL 100 | |||
| 277902235 EATON VANCE-ATLANTA | AT COST | $28,528 | $44,070 |
| 47103C183 JANUS PERKINS SMALL | AT COST | $30,448 | $33,790 |
| 77956H484 T ROWE PRICE EMERG M | |||
| 957663669 WESTERN ASSET CORE P | AT COST | $169,489 | $180,589 |
| 589509207 MERGER FUND-INST | AT COST | $28,631 | $30,415 |
| 09250J734 BLACKROCK EVENT DRIV | AT COST | $30,327 | $30,680 |
| 922040100 VANGUARD INSTL INDEX | AT COST | $175,830 | $254,236 |
| 00770G847 JOHCM INTERNATIONAL | AT COST | $77,948 | $96,858 |
| 207019605 CONESTOGA SMID CAP F | AT COST | $52,171 | $59,511 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2019 TRANSACTION POSTED IN 2020 | Desc |
| Amt | $792 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2018 TRANSACTION POSTED IN 2019 | $1,392 |
| ROUNDING | $8 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $307 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $263 | $263 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $55 | $55 | $0 |