2025-06-18T09:30:12-04:00 2024-12-31 472167337 ELLENTON CPA LLC 1001 3RD AVE W STE 352 BRADENTON FL 34205 990PF 2024-01-01 200102620 SWIFT FAMILY FOUNDATION INC SWIF 2221 8TH STREET SARASOTA FL 34237 JON SWIFT PRESIDENT 9419516100 2025-06-12 true LAURA CHIRICHIGNO CGMA CFF CPA P01300809 9413451682 2025-06-18 2024 2025-03-06 01:10:19Z X 184973 X X 5322 5322 74814 74814 51327 348821 12460 12460 143923 92596 31891 2287 1 34179 0 0 142393 142393 176572 0 142393 -32649 92596 157297 184973 184973 2843363 3050714 3000660 3235687 184973 0 X 3000660 3235687 3000660 3235687 3000660 3235687 3000660 -32649 267676 3235687 3235687 1287 1287 1287 1288 1288 X 4 3 false false false false false false false true true true false false false false true N/A JON SWIFT JON SWIFT 9419516100 2221 8TH STREET 2221 8TH STREET SARASOTA FL 34237 false false false false false false false false false false false false false false false false false false false false JON SWIFT 2221 8TH STREET SARASOTA FL 34237 PRESIDENT 000.00 0 0 0 JANEY SWIFT 2221 8TH STREET SARASOTA FL 34237 VICE PRESIDE 000.00 0 0 0 JASON SWIFT 4153 CAMINO REAL ROAD SARASOTA FL 34231 DIRECTOR 000.00 0 0 0 NONE NONE THE FOUNDATION WAS CREATED TO PROVIDE SUPPORT TO CHILDREN AND YOUTH RELATED ORGANIZATIONS 142393 N/A 3050714 184973 0 3235687 3235687 48535 3187152 159358 159358 1287 1287 158071 158071 158071 142393 142393 158071 54199 142393 54199 88194 69877 X ALL FAITH'S FOOD BANK ALL FAITH'S FOOD BANK 8171 BLAIKIE CT 8171 BLAIKIE CT SARASOTA FL 34240 UNRESTRICTED CHARITABLE DONATION 656 BISHOP WATTERSON HIGH SCHOOL BISHOP WATTERSON HIGH SCHOOL 99 EAST COOKE ROADCOLUMBU 99 EAST COOKE ROADCOLUMBU COLUMBUS OH 43214 UNRESTRICTED CHARITABLE DONATION 4000 BOY SCOUTS BOY SCOUTS 1801 BOY SCOUT DRFORT MYE 1801 BOY SCOUT DRFORT MYE FORT MYERS FL 33907 UNRESTRICTED CHARITABLE DONATION 1400 BOYS TOWN BOYS TOWN FATHER FLANAGANS BOYS FATHER FLANAGANS BOYS BOYS TOWN NE 68010 UNRESTRICTED CHARITABLE DONATION 1000 CHILD PROTECTION CENTER CHILD PROTECTION CENTER 720 SOUTH ORANGE AVESARA 720 SOUTH ORANGE AVESARA SARASOTA FL 34236 UNRESTRICTED CHARITABLE DONATION 6106 CHRISTIAN FELLOWSHIP CHRISTIAN FELLOWSHIP PO BOX 50035SARASOTA FLO PO BOX 50035SARASOTA FLO SARASOTA FL 34232 UNRESTRICTED CHARITABLE DONATION 4000 CHURCH OF THE PALMS CHURCH OF THE PALMS 3224 BEE RIDGE RD 3224 BEE RIDGE RD SARASOTA FL 34239 UNRESTRICTED CHARITY DONATION 500 CUB SCOUT PACK 895 CUB SCOUT PACK 895 4026 COUNTY VIEW DRIVE 4026 COUNTY VIEW DRIVE SARASOTA FL 34233 UNRESTRICTED CHARITABLE DONATION 500 EMMA E BOOKER EMMA E BOOKER 2350 DR MARTIN LUTHER KIN 2350 DR MARTIN LUTHER KIN SARASOTA FL 34234 UNRESTRICTED CHARITABLE DONATION 5200 FIRST UNITED METHODIST CHURCH FIRST UNITED METHODIST CHURCH 104 S PINEAPPLESARASOTA 104 S PINEAPPLESARASOTA SARASOTA FL 34236 UNRESTRICTED CHARITABLE DONATION 5000 FLORIDA SHERIFFS YOUTH RANCH FLORIDA SHERIFFS YOUTH RANCH 751 RYE WILDERNESS RD 751 RYE WILDERNESS RD PARRISH FL 34219 UNRESTRICTED CHARITABLE DONATION 4000 FRUITVILLE ELEMENTARY SCHOOL PTO FRUITILLE ELEMENTARY SCHOOL PTO 601 HONORE AVE 601 HONORE AVE SARASOTA FL 34232 UNRESTRICTED CHARITABLE DONATION 105 GIRL SCOUTS OF GULFCOAST FLORIDA GIRL SCOUTS OF GULFCOAST FLORIDA 4780 CATTLEMAN ROADSARASO 4780 CATTLEMAN ROADSARASO SARASOTA FL 34233 UNRESTRICTED CHARITABLE DONATION 1105 GIRLS INC GIRLS INC 120 WALL STREET SUITE 18 120 WALL STREET SUITE 18 NEW YORK NY 10005 UNRESTRICTED CHARITABLE DONATION 1605 HIGHLANDS UNITED METHODIST CHURC HIGHLANDS UNITED METHODIST CHURC 104 S PINEAPPLE AVE 104 S PINEAPPLE AVE SARASOTA FL 34236 UNRESTRICTED CHARITABLE DONATION 5000 ISLEGO MISSIONS INC ISLEGO MISSIONS INC 550 CIDERMILL PL 550 CIDERMILL PL LAKE MARY FL 32746 UNRESTRICTED CHARITABLE DONATION 3000 MAKE-A-WISH MAKE-A-WISH PO BOX 97104WASHINGTON D PO BOX 97104WASHINGTON D WASHINGTON DC 20090 UNRESTRICTED CHARITABLE DONATION 1000 MARTIN LIPSCOMB PERFORMING ARTS CEN MARTIN LIPSCOMB PERFORMING ARTS CENTER 507 CHESTNUT ST 507 CHESTNUT ST HIGHLANDS NC 28741 UNRESTRICTED CHARITABLE DONATION 7000 MEALS ON WHEELS OF SARASOTA MEALS ON WHEELS OF SARASOTA 3224 BEE RIDGE ROAD 3224 BEE RIDGE ROAD SARASOTA FL 34239 UNRESTRICTED CHARITABLE DONATION 1105 NORTH PORT ART CENTER NORTH PORT ART CENTER 5950 SAM SHAPOS WAY 5950 SAM SHAPOS WAY NORTH PORT FL 34287 UNRESTRICTED CHARITABLE DONATION 1000 OAK PARK SCHOOL OAK PARK SCHOOL 2716 N 46TH ST 2716 N 46TH ST TAMPA FL 33605 UNRESTRICTED CHARITABLE DONATION 250 OPERATION SECOND CHANCE OPERATION SECOND CHANCE PO BOX 1303 PO BOX 1303 RED LODGE MT 59068 UNRESTRICTED CHARITABLE DONATION 3000 PHILLIPPI SHORES ELEMENTARY SCHOOL PHILLIPPI SHORES ELEMENTARY SCHOOL 4747 S TAMIAMI TRAILSARA 4747 S TAMIAMI TRAILSARA SARASOTA FL 34231 UNRESTRICTED CHARITABLE DONATION 7750 PINE SHORES PRESBYTERIAN CHURCH PINE SHORES PRESBYTERIAN CHURCH 6135 BEECHWOOD AVESARASOT 6135 BEECHWOOD AVESARASOT SARASOTA FL 34231 UNRESTRICTED CHARITABLE DONATION 1000 PINES OF SARASOTA FOUNDATION INC PINES OF SARASOTA FOUNDATION INC 1501 N ORANGE AVE 1501 N ORANGE AVE SARASOTA FL 34236 UNRESTRICTED CHARITABLE DONATION 2605 RIVERVIEW HIGH SCHOOL RIVERVIEW HIGH SCHOOL 1 RAM WAY 1 RAM WAY SARASOTA FL 34231 UNRESTRICTED CHARITABLE DONATION 2000 ROTARY CLUB OF HIGHLANDS ROTARY CLUB OF HIGHLANDS PO BOX 1741HIGHLANDS N PO BOX 1741HIGHLANDS N HIGHLANDS NC 28741 UNRESTRICTED CHARITABLE DONATION 5500 ROTARY CLUB OF SARASOTA FOUNDATION ROTARY CLUB OF SARASOTA FOUNDATION 2 MARINA PLAZA 2 MARINA PLAZA SARASOTA FL 34236 UNRESTRICTED CHARITABLE DONATION 105 ROTARY INTERNATIONAL ROTARY INTERNATIONAL 3713 BAHIA VISTA ST 3713 BAHIA VISTA ST SARASOTA FL 34232 UNRESTRICTED CHARITABLE DONATION 1000 SAMARITAN COUNSELING SERVICES SAMARITAN COUNSELING SERVICES 3224 BEE RIDGE ROADSARASO 3224 BEE RIDGE ROADSARASO SARASOTA FL 34239 UNRESTRICTED CHARITABLE DONATION 2105 SARASOTA CHRISTIAN SCHOOL SARASOTA CHRISTIAN SCHOOL 5415 BAHIA VISTA ST 5415 BAHIA VISTA ST SARASOTA FL 34232 UNRESTRICTED CHARITABLE DONATION 3500 SARASOTA COUNTY FAIR SARASOTA COUNTY FAIR 3000 RINGLING BLVD 3000 RINGLING BLVD SARASOTA FL 34237 UNRESTRICTED CHARITABLE DONATION 2500 SARASOTA COUNTY SHERIFF'S OFFICE CH SARASOTA COUNTY SHERIFF'S OFFICE CHARITABLE FOUNDA 6120 S LOCKWOODRIDGE ROA 6120 S LOCKWOODRIDGE ROA SARASOTA FL 34231 UNRESTRICTED CHARITABLE DONATION 3605 SARASOTA MILITARY ACADEMY PTCC SARASOTA MILITARY ACADAMY PTCC 801 N ORANGE AVE 801 N ORANGE AVE SARASOTA FL 34236 UNRESTRICTED CHARITABLE DONATION 1050 SECOND CHANCE LAST OPPORTUNITY SECOND CHANCE LAST OPPORTUNITY 1933 DR MLK WAYSARASOTA 1933 DR MLK WAYSARASOTA SARASOTA FL 34234 UNRESTRICTED CHARITABLE DONATION 3000 SELAH FREEDOM INC SELAH FREEDOM INC PO BOX 21415 PO BOX 21415 SARASOTA FL 34276 UNRESTRICTED CHARITABLE DONATION 7500 SHERIFFS ATHLETIC LEAGUE SHERIFFS ATHLETIC LEAGUE PO BOX 2400 PO BOX 2400 SARASOTA FL 34230 UNRESTRICTED CHARITABLE DONATION 5605 SHRINERS SHRINERS 12502 USF PINE DRTAMPA F 12502 USF PINE DRTAMPA F TAMPA FL 33612 UNRESTRICTED CHARITABLE DONATION 3000 ST JUDE'S CHILDRENS HOSPITAL ST JUDE'S CHILDRENS HOSPITAL 501 ST JUDE PLACEMEMPHIS 501 ST JUDE PLACEMEMPHIS MEMPHIS TN 38105 UNRESTRICTED CHARITABLE DONATION 3000 STATE COLLEGE OF FLORIDA FOUNDATION STATE COLLEGE OF FLORIDA FOUNDATION 5840 26TH ST W 5840 26TH ST W BRADENTON FL 34207 UNRESTRICTED CHARITABLE DONATION 1000 TAKE STOCK IN CHILDREN OF SARASOTA TAKE STOCK IN CHILDREN OF SARASOTA 2501 63RD AVE E 2501 63RD AVE E BRADENTON FL 34203 UNRESTRICTED CHARITABLE DONATION 4605 TEEN COURT OF SARASOTA INC TEEN COURT OF SARASOTA INC PO BOX 48927SARASOTA FLO PO BOX 48927SARASOTA FLO SARASOTA FL 34230 UNRESTRICTED CHARITABLE DONATION 4005 THE BAY THE BAY 655 N TAMIAMI TRL 655 N TAMIAMI TRL SARASOTA FL 34236 UNRESTRICTED CHARITABLE DONATION 105 THE BOYS & GIRLS CLUB OF SARASOTA C THE BOYS & GIRLS CLUB OF SARASOTA COUNTY 3130 FRUITVILLE ROADSARAS 3130 FRUITVILLE ROADSARAS SARASOTA FL 34237 UNRESTRICTED CHARITABLE DONATION 1205 THE CLASSICAL ACADEMY OF SARASOTA THE CLASSICAL ACADEMY OF SARASOTA 8751 FRUITVILLE RD 8751 FRUITVILLE RD SARASOTA FL 34240 UNRESTRICTED CHARITABLE DONATION 105 THE EDUCATION FOUNDATION OF SARASOT THE EDUCATION FOUNDATION OF SARASOTA COUNTY 1960 LANDINGS BLVD 120 1960 LANDINGS BLVD 120 SARASOTA FL 34231 UNRESTRICTED CHARITABLE DONATION 3605 THE FLORIDA CENTER FOR EARLY CHILDH THE FLORIDA CENTER FOR EARLY CHILDHOOD 4620 17TH ST 4620 17TH ST SARASOTA FL 34235 UNRESTRICTED CHARITABLE DONATION 6106 THE LITERACY AND LEARNING CENTER THE LITERACY AND LEARNING CENTER 675 S 4TH ST 675 S 4TH ST SARASOTA FL 34234 UNRESTRICTED CHARITABLE DONATION 2150 THE LITERACY COUNCIL OF HIGHLANDS THE LITERACY COUNCIL OF HIGHLANDS 348 S 5TH ST 348 S 5TH ST HIGHLANDS NC 28741 UNRESTRICTED CHARITABLE DONATION 1150 THE PINES OF SARASOTA FOUNDATION THE PINES OF SARASOTA FOUNDATION 1501 N ORANGE AVE 1501 N ORANGE AVE SARASOTA FL 34236 UNRESTRICTED CHARITABLE DONATION 500 THE ROTARY CLUB OF SARASOTA FOUNDAT THE ROTARY CLUB OF SARASOTA FOUNDATION PO BOX 2776 PO BOX 2776 SARASOTA FL 34230 UNRESTRICTED CHARITABLE DONATION 2500 TUNNEL TO TOWERS FOUNDATION TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD 2361 HYLAN BLVD STATEN ISLAND NY 10306 UNRESTRICTED CHARITABLE DONATION 2000 WOUNDED WARRIOR PROJECT WOUNDED WARRIOR PROJECT 4899 BELFORT RD SUITE 300 4899 BELFORT RD SUITE 300 JACKSONVILLE FL 32256 UNRESTRICTED CHARITABLE DONATION 2000 142393 5322 74814 12460 51327 143923 143923 false false false false false false false false false false AIR LEASE CORP NON C D SER 2020-08 PURCHASE 2024-10 75000 63946 11054 CVS HEALTH CORP COM 2019-03 PURCHASE 2024-06 60968 55972 4996 FHLMC MULTICLASS MTG S GTD SER 2973 2005-05 PURCHASE 2024-01 6000 6090 -90 INEL CORP COM 2016-07 PURCHASE 2024-08 30523 49475 -18952 MICROSOFT CORP 2016-07 PURCHASE 2024-01 39745 5149 34596 NEXTERA ENERGY PARTN UNIT LTD 2019-01 PURCHASE 2024-11 39661 48773 -9112 PHILLIP MORRIS INTL 2016-11 PURCHASE 2024-06 50851 44457 6394 VALMONT INDS INC COM 2020-03 PURCHASE 2024-01 46073 23632 22441 FIXED INCOME 4015 EQUITIES 3046699 EXPENSES INTEREST PAID 1 DISTRIBUTIONS 12460 12460 UNREALIZED GAIN 267676 ADVISOR FEES 31891 ANNUAL REPORTING 61 BOND REDEMPTOPN FEE 10 FEDERAL TAXES 322 TAX - OTHER 1894