SWIFT FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SWIFT FAMILY FOUNDATION (EIN 46-4198252)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-01-30
- IRS object ID
- 202520309349101007
- Schema version
- 2023v6.0
- 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 Corp Bonds Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-30T15:01:18-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | 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 | 2023-12-01 | 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 | 2025-01-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 4014573839 | PhoneNum |
| Preparation | 2025-01-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,632,215 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $34,692 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,632 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,275 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $500,052 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,275 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $284 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $69,251 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,907 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,382 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,191 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,191 | 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 | $247 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $247 | 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 | $17,129 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,438 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,691 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,329 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,438 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,891 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,078 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,469 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $745 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $24,059 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,399 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,399 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Bonds BOY | $205,958 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $258,824 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $265,120 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,080,632 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,034,452 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,351,696 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,311,394 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,308,675 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,632,215 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,311,394 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,308,675 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,311,394 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,308,675 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,311,394 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,308,675 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,311,394 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,078 | ExcessRevenueOverExpensesAmt |
| Other Increases | $538 | OtherIncreasesAmt |
| Subtotal | $1,308,854 | SubtotalAmt |
| Other Decreases | $179 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,308,675 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1123.2 FPA CRESCENT FUND-SUPR INST | 2023-12-27 | $43,558 | $42,554 | $1,004 | $1,004 | ||
| 568. ISHARES 20+ YEAR TREASURY BOND ETF | 2023-12-27 | $56,879 | $53,220 | $3,659 | $3,659 | ||
| 398. SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 2023-12-27 | $36,347 | $36,503 | -$156 | -$156 | 2023-10-20 | |
| 1335.235 DFA US L/C VALUE PORTFOLIO | 2024-01-16 | $58,563 | $54,063 | $4,500 | $4,500 | ||
| 12738. DOUBLELINE TTL RTRN BND-R6 | 2024-01-16 | $111,712 | $105,343 | $6,369 | $6,369 | 2023-10-26 | |
| 56. VANGUARD DIVIDEND APPREC ETF | 2024-01-16 | $9,516 | $8,809 | $707 | $707 | 2023-04-28 | |
| 309. VANGUARD DIVIDEND APPREC ETF | 2024-01-16 | $52,506 | $48,000 | $4,506 | $4,506 | 2023-01-11 | |
| 550. ISHARES S&P MIDCAP 400 INDEX FUND | 2024-02-26 | $31,346 | $28,316 | $3,030 | $3,030 | 2021-03-29 | |
| 1178.18 FED HERMES TREASURY OBLIG PRM-I #576 | 2024-03-08 | $1,178 | $1,178 | 2024-02-14 | |||
| 1201.33 FED HERMES TREASURY OBLIG PRM-I #576 | 2024-04-08 | $1,201 | $1,201 | 2024-02-14 | |||
| 1163.5 FED HERMES TREASURY OBLIG PRM-I #576 | 2024-05-08 | $1,164 | $1,164 | 2024-02-14 | |||
| 1200.57 FED HERMES TREASURY OBLIG PRM-I #576 | 2024-06-10 | $1,201 | $1,201 | 2024-02-14 | |||
| 1079.01 FED HERMES TREASURY OBLIG PRM-I #576 | 2024-06-17 | $1,079 | $1,079 | 2024-02-14 | |||
| 1216.25 FED HERMES TREASURY OBLIG PRM-I #576 | 2024-07-09 | $1,216 | $1,216 | 2024-02-14 | |||
| 1237.33 FED HERMES TREASURY OBLIG PRM-I #576 | 2024-08-08 | $1,237 | $1,237 | 2024-02-14 | |||
| 1257.38 FED HERMES TREASURY OBLIG PRM-I #576 | 2024-09-10 | $1,257 | $1,257 | 2024-02-14 | |||
| 1273.08 FED HERMES TREASURY OBLIG PRM-I #576 | 2024-10-08 | $1,273 | $1,273 | 2024-02-14 | |||
| 28.297 GQG PART EMERG MKTS EQ-INST | 2024-11-06 | $500 | $368 | $132 | $132 | 2023-01-11 | |
| 19.763 ARTISAN INTL VALUE FUND-INS | 2024-11-06 | $1,000 | $872 | $128 | $128 | 2023-11-29 | |
| 9.917 COHEN & STEERS REALTY SHARES INSTITUTION | 2024-11-06 | $500 | $449 | $51 | $51 | 2023-07-19 | |
| 14.408 DFA US SMALL CAP PORTFOLIO | 2024-11-06 | $752 | $600 | $152 | $152 | 2023-12-11 | |
| .926 DFA US SMALL CAP PORTFOLIO | 2024-11-06 | $48 | $37 | $11 | $11 | 2023-01-11 | |
| 199.362 DODGE & COX INCOME FUND | 2024-11-06 | $2,500 | $2,813 | -$313 | -$313 | 2021-03-29 | |
| 25.957 EATON VANCE-ATLANTA SMID-R6 | 2024-11-06 | $1,200 | $926 | $274 | $274 | 2023-01-11 | |
| 35.987 GLDMN SCHS GQP PRT INTL-R6 | 2024-11-06 | $800 | $676 | $124 | $124 | 2022-03-28 | |
| 42.735 HARTFORD DVDND & GRWTH-F | 2024-11-06 | $1,600 | $1,375 | $225 | $225 | 2024-01-16 | |
| 11. ISHARES CORE S&P 500 ETF | 2024-11-06 | $6,523 | $5,622 | $901 | $901 | 2024-02-26 | |
| 33. ISHARES CORE TOTAL US BOND MKT ETF | 2024-11-06 | $3,227 | $3,287 | -$60 | -$60 | 2023-12-27 | |
| 6. ISHARES S&P 500 VALUE ETF | 2024-11-06 | $1,205 | $1,034 | $171 | $171 | 2024-01-16 | |
| 9. ISHARES 20+ YEAR TREASURY BOND ETF | 2024-11-06 | $815 | $753 | $62 | $62 | 2023-10-26 | |
| 32.908 JOHCM INTERNATIONAL SEL-INST | 2024-11-06 | $800 | $694 | $106 | $106 | 2023-01-11 | |
| 23.264 LOOMIS SAYLES GROWTH-N2 | 2024-11-06 | $700 | $568 | $132 | $132 | 2022-03-28 | |
| 6. SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 2024-11-06 | $549 | $550 | -$1 | -$1 | 2023-10-20 | |
| 24. VANGUARD RUSSELL 1000 GROWTH ETF | 2024-11-06 | $2,406 | $1,886 | $520 | $520 | 2024-01-16 | |
| 55200. FED HERMES TREASURY OBLIG PRM-I #576 | 2024-11-07 | $55,200 | $55,200 | ||||
| 452.76 FED HERMES TREASURY OBLIG PRM-I #576 | 2024-11-08 | $453 | $453 | 2024-11-07 | |||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,041 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,275 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $854 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $854 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $854 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $304 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $304 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $550 | 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 | $14,382 | 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 | $1,519,501 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,763 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,557,264 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,557,264 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,533,905 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,695 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,695 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $854 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $854 | TotalTaxAmt |
| Distributable Before Adj | $75,841 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $75,841 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $75,841 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,891 | 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 | $64,891 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,841 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $55,200 | 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 | $64,891 | QualifyingDistributionsAmt |
| Applied To Year1 | $55,200 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,691 | 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 | $66,150 | 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 | TRUIST BANK CO SWIFT FAMILY FDN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| 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 (9 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 | $10,000 |
| THE POSSE FOUNDATION INC | |||||||
| 1 SE 3RD AVE STE 2400 | MIAMI | FL | 33131 | NONE | PC | GENERAL OPERATING | $5,000 |
| STATE UNIVERSITY OF IOWA FOUNDATION | |||||||
| 1 W PARK RD | IOWA CITY | IA | 522422000 | NONE | PC | GENERAL OPERATING | $7,500 |
| PAGE 15 INC | |||||||
| 800 GRAND ST | ORLANDO | FL | 32805 | NONE | PC | GENERAL OPERATING | $4,000 |
| ONE PURSE INC | |||||||
| 213 N MILLS AVE | ORLANDO | FL | 32801 | NONE | PC | GENERAL OPERATING | $4,000 |
| BOYS & GIRLS CLUBS OF CENTRAL FLORIDA | |||||||
| 101 E COLONIAL DRIVE | ORLANDO | FL | 32801 | NONE | PC | GENERAL OPERATING | $500 |
| JOBS PARTNERSHIP OF FLORIDA INC | |||||||
| 2250 LEE RD STE 201 | WINTER PARK | FL | 32789 | NONE | PC | GENERAL OPERATING | $4,200 |
| CHILDRENS HOME SOCIETY OF FLORIDA | |||||||
| 482 S KELLER RD | ORLANDO | FL | 328106130 | NONE | PC | GENERAL OPERATING | $10,000 |
| FLORIDA INTERNATIONAL UNIVERSITY FDN | |||||||
| 11200 SW 8TH ST | MIAMI | FL | 33199 | NONE | PC | GENERAL OPERATING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,200 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,692 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,275 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $284 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $69,251 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,251 | 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 (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 258620566 DOUBLELINE TOTAL RET | ||
| 464287432 ISHARES 20+ YEAR TRE | $46,642 | $52,435 |
| 464287226 ISHARES CORE US AGGR | $212,182 | $212,685 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 277902235 EATON VANCE ATLANTA | AT COST | $45,506 | $79,436 |
| 04314H857 ARTISAN INTERNATIONA | AT COST | $55,057 | $63,383 |
| 256210105 DODGE & COX INCOME F | AT COST | $175,582 | $166,220 |
| 41664T669 HARTFORD DIVIDEND & | AT COST | $71,180 | $107,727 |
| 464287507 ISHARES CORE S&P MID | |||
| 38147N269 GOLDMAN SACHS GQG PA | AT COST | $37,948 | $47,631 |
| 543488845 LOOMIS SAYLES GROWTH | AT COST | $29,646 | $44,621 |
| 00771X419 GQG PARTNERS EMERGIN | AT COST | $20,479 | $26,748 |
| 19247U106 COHEN & STEERS INSTI | AT COST | $26,100 | $31,204 |
| 233203827 DFA US LARGE CAP VAL | |||
| 233203843 DFA US SMALL CAP POR | AT COST | $42,002 | $55,335 |
| 30254T676 FPA CRESCENT FD | |||
| 464287200 ISHARES CORE S&P 500 | AT COST | $294,034 | $418,708 |
| 46653M849 JOHCM INTERNATIONAL | AT COST | $39,767 | $45,219 |
| 78468R663 SPDR BLOOMBERG 1-3 M | AT COST | $35,952 | $35,978 |
| 921908844 VANGUARD DIVIDEND AP | |||
| 92206C680 VANGUARD RUSSELL 100 | AT COST | $103,665 | $160,625 |
| 464287408 ISHARES S&P 500 VALU | AT COST | $57,534 | $68,861 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 TRANSACTION POSTED IN 2024 | $82 |
| COST BASIS ADJUSTMENT | $97 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $284 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2022 TRANSACTION POSTED IN 2023 | $533 |
| ROUNDING | $5 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $234 | $234 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $13 | $13 | $0 |