2026-06-15T16:57:55-04:00 2025-12-31 472167337 ELLENTON CPA LLC 417 8TH ST W BRADENTON FL 34205 990PF 2025-01-01 200102620 SWIFT FAMILY FOUNDATION INC SWIF 2221 8TH STREET SARASOTA FL 34237 JON SWIFT PRESIDENT 9419516100 2026-03-23 LAURA CHIRICHIGNO CGMA CFF CPA P01300809 9413451682 2026-06-15 2025 2025-03-06 01:10:19Z X -200885 X X 4532 4532 64037 64037 -10464 89944 17440 17440 75545 86009 34514 137 463 35114 0 0 139490 139490 174604 0 139490 -99059 86009 184973 -200885 -200885 3050714 3539748 3235687 3338863 -200885 0 X 3235687 3338863 3235687 3338863 3235687 3338863 3235687 -99059 202235 3338863 3338863 1196 1196 1196 X 60 1256 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 139490 N/A 3539748 -200885 0 3338863 3338863 50083 3288780 164439 164439 1196 1196 163243 163243 163243 139490 139490 163243 69877 139490 69877 69613 93630 X ALL FAITH'S FOOD BANK ALL FAITH'S FOOD BANK 8171 BLAIKIE CT 8171 BLAIKIE CT SARASOTA FL 34240 NONE PC UNRESTRICTED CHARITABLE DONATION 1000 BETHEL MENNONITE CHURCH BETHEL MENNONITE CHURCH SARASOTA 2985 BETHEL LN 2985 BETHEL LN SARASOTA FL 34240 NONE PC UNRESTRICTED CHARTITABLE DONATION 200 BISHOP WATTERSON HIGH SCHOOL BISHOP WATTERSON HIGH SCHOOL 99 EAST COOKE ROADCOLUMBU 99 EAST COOKE ROADCOLUMBU COLUMBUS OH 43214 NONE PC UNRESTRICTED CHARITABLE DONATION 4000 BOOKER HIGH SCHOOL BOOKER HIGH SCHOOL 3201 N ORANGE AVE 3201 N ORANGE SARASOTA FL 34234 NONE PC UNRESTRICTED CHARITABLE DONATION 5000 BOY SCOUTS BOY SCOUTS 1801 BOY SCOUT DRFORT MYE 1801 BOY SCOUT DRFORT MYE FORT MYERS FL 33907 NONE PC UNRESTRICTED CHARITABLE DONATION 1500 BOYS TOWN BOYS TOWN FATHER FLANAGANS BOYS FATHER FLANAGANS BOYS BOYS TOWN NE 68010 NONE PC UNRESTRICTED CHARITABLE DONATION 1000 CHILD PROTECTION CENTER CHILD PROTECTION CENTER 720 SOUTH ORANGE AVESARA 720 SOUTH ORANGE AVESARA SARASOTA FL 34236 NONE PC UNRESTRICTED CHARITABLE DONATION 3500 CHRISTIAN FELLOWSHIP CHRISTIAN FELLOWSHIP PO BOX 50035SARASOTA FLO PO BOX 50035SARASOTA FLO SARASOTA FL 34232 NONE PC UNRESTRICTED CHARITABLE DONATION 5000 CHURCH OF THE PALMS CHURCH OF THE PALMS 3224 BEE RIDGE RD 3224 BEE RIDGE RD SARASOTA FL 34239 NONE PC UNRESTRICTED CHARITY DONATION 2500 CUB SCOUT PACK 895 CUB SCOUT PACK 895 4026 COUNTY VIEW DRIVE 4026 COUNTY VIEW DRIVE SARASOTA FL 34233 NONE PC UNRESTRICTED CHARITABLE DONATION 140 EMMA E BOOKER EMMA E BOOKER 2350 DR MARTIN LUTHER KIN 2350 DR MARTIN LUTHER KIN SARASOTA FL 34234 NONE PC UNRESTRICTED CHARITABLE DONATION 12500 FLORIDA SHERIFFS YOUTH RANCH FLORIDA SHERIFFS YOUTH RANCH 751 RYE WILDERNESS RD 751 RYE WILDERNESS RD PARRISH FL 34219 NONE PC UNRESTRICTED CHARITABLE DONATION 4000 GIRL SCOUTS OF GULFCOAST FLORIDA GIRL SCOUTS OF GULFCOAST FLORIDA 4780 CATTLEMAN ROADSARASO 4780 CATTLEMAN ROADSARASO SARASOTA FL 34233 NONE PC UNRESTRICTED CHARITABLE DONATION 1000 GIRLS INC GIRLS INC 120 WALL STREET SUITE 18 120 WALL STREET SUITE 18 NEW YORK NY 10005 NONE PC UNRESTRICTED CHARITABLE DONATION 2500 GULF COAST HEAT GULF COAST HEAT 5317 FRUITVILLE RD STE306 5317 FRUITVILLE RD STE306 SARASOTA FL 34232 NONE PC UNRESTRICTED CHARITABLE DONATION 350 HIGHLANDS UNITED METHODIST CHURC HIGHLANDS UNITED METHODIST CHURC 104 S PINEAPPLE AVE 104 S PINEAPPLE AVE SARASOTA FL 34236 NONE PC UNRESTRICTED CHARITABLE DONATION 6000 ISLEGO MISSIONS INC ISLEGO MISSIONS INC 550 CIDERMILL PL 550 CIDERMILL PL LAKE MARY FL 32746 NONE PC UNRESTRICTED CHARITABLE DONATION 3000 JELLY'S VOLLEYBALL JELLY'S VOLLEYBALL 327 DORCHESTER DR 327 DORCHESTER DR VENICE FL 342937203 NONE PC UNRESTRICTED CHARITABLE DONATION 1500 JON F SWIFT INC JON F SWIFT INC 2221 8TH ST 2221 8TH ST SARASOTA FL 34237 PC UNRESTRICTED CHARITABLE DONATION 250 MARTIN LIPSCOMB PERFORMING ARTS CEN MARTIN LIPSCOMB PERFORMING ARTS CENTER 507 CHESTNUT ST 507 CHESTNUT ST HIGHLANDS NC 28741 NONE PC UNRESTRICTED CHARITABLE DONATION 6000 MEALS ON WHEELS OF SARASOTA MEALS ON WHEELS OF SARASOTA 3224 BEE RIDGE ROAD 3224 BEE RIDGE ROAD SARASOTA FL 34239 NONE PC UNRESTRICTED CHARITABLE DONATION 1000 NEW COLLEGE OF FLORIDA NEW COLLEGE OF FLORIDA 5800 BAY SHORE RD 5800 BAYSHORE RD SARASOTA FL 34243 NONE PC UNRESTRICTED CHARITABLE DONATION 1000 NORTH PORT ART CENTER NORTH PORT ART CENTER 5950 SAM SHAPOS WAY 5950 SAM SHAPOS WAY NORTH PORT FL 34287 NONE PC UNRESTRICTED CHARITABLE DONATION 1000 OAK PARK SCHOOL OAK PARK SCHOOL 2716 N 46TH ST 2716 N 46TH ST TAMPA FL 33605 NONE PC UNRESTRICTED CHARITABLE DONATION 500 PHILLIPPI SHORES ELEMENTARY SCHOOL PHILLIPPI SHORES ELEMENTARY SCHOOL 4747 S TAMIAMI TRAILSARA 4747 S TAMIAMI TRAILSARA SARASOTA FL 34231 NONE PC UNRESTRICTED CHARITABLE DONATION 7800 PINE SHORES PRESBYTERIAN CHURCH PINE SHORES PRESBYTERIAN CHURCH 6135 BEECHWOOD AVESARASOT 6135 BEECHWOOD AVESARASOT SARASOTA FL 34231 NONE PC 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 NONE PC UNRESTRICTED CHARITABLE DONATION 1500 RHS FOUNDATION RHS FOUNDATION 1 RAM WAY 1RAM WAY SARASOTA FL 34231 NONE PC UNRESTRICTED CHARITABLE DONATION 1000 RIVERVIEW HIGH SCHOOL RIVERVIEW HIGH SCHOOL 1 RAM WAY 1 RAM WAY SARASOTA FL 34231 NONE PC UNRESTRICTED CHARITABLE DONATION 1000 ROTARY CLUB OF HIGHLANDS ROTARY CLUB OF HIGHLANDS PO BOX 1741HIGHLANDS N PO BOX 1741HIGHLANDS N HIGHLANDS NC 28741 NONE PC UNRESTRICTED CHARITABLE DONATION 7500 ROTARY CLUB OF SARASOTA FOUNDATION ROTARY CLUB OF SARASOTA FOUNDATION 2 MARINA PLAZA 2 MARINA PLAZA SARASOTA FL 34236 NONE PC UNRESTRICTED CHARITABLE DONATION 1000 ROTARY INTERNATIONAL ROTARY INTERNATIONAL 3713 BAHIA VISTA ST 3713 BAHIA VISTA ST SARASOTA FL 34232 NONE PC UNRESTRICTED CHARITABLE DONATION 1000 SAMARITAN COUNSELING SERVICES SAMARITAN COUNSELING SERVICES 3224 BEE RIDGE ROADSARASO 3224 BEE RIDGE ROADSARASO SARASOTA FL 34239 NONE PC UNRESTRICTED CHARITABLE DONATION 2500 SARASOTA COUNTY FAIR SARASOTA COUNTY FAIR 3000 RINGLING BLVD 3000 RINGLING BLVD SARASOTA FL 34237 NONE PC 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 NONE PC UNRESTRICTED CHARITABLE DONATION 3500 SECOND CHANCE LAST OPPORTUNITY SECOND CHANCE LAST OPPORTUNITY 1933 DR MLK WAYSARASOTA 1933 DR MLK WAYSARASOTA SARASOTA FL 34234 NONE PC UNRESTRICTED CHARITABLE DONATION 2500 SECOND HEART HOMES SECOND HEART HOMES PO BOX 3886 PO BOX 3886 SARASOTA FL 342303886 NONE PC UNRESTRICTED CHARITABLE DONATION 1000 SELAH FREEDOM INC SELAH FREEDOM INC PO BOX 21415 PO BOX 21415 SARASOTA FL 34276 NONE PC UNRESTRICTED CHARITABLE DONATION 7500 SHERIFFS ATHLETIC LEAGUE SHERIFFS ATHLETIC LEAGUE PO BOX 2400 PO BOX 2400 SARASOTA FL 34230 NONE PC UNRESTRICTED CHARITABLE DONATION 4000 ST JUDE'S CHILDRENS HOSPITAL ST JUDE'S CHILDRENS HOSPITAL 501 ST JUDE PLACEMEMPHIS 501 ST JUDE PLACEMEMPHIS MEMPHIS TN 38105 NONE PC UNRESTRICTED CHARITABLE DONATION 3000 TAKE STOCK IN CHILDREN OF SARASOTA TAKE STOCK IN CHILDREN OF SARASOTA 2501 63RD AVE E 2501 63RD AVE E BRADENTON FL 34203 NONE PC UNRESTRICTED CHARITABLE DONATION 6000 TEEN COURT OF SARASOTA INC TEEN COURT OF SARASOTA INC PO BOX 48927SARASOTA FLO PO BOX 48927SARASOTA FLO SARASOTA FL 34230 NONE PC UNRESTRICTED CHARITABLE DONATION 6500 THE BOYS & GIRLS CLUB OF SARASOTA C THE BOYS & GIRLS CLUB OF SARASOTA COUNTY 3130 FRUITVILLE ROADSARAS 3130 FRUITVILLE ROADSARAS SARASOTA FL 34237 NONE PC UNRESTRICTED CHARITABLE DONATION 1000 THE EDUCATION FOUNDATION OF SARASOT THE EDUCATION FOUNDATION OF SARASOTA COUNTY 1960 LANDINGS BLVD 120 1960 LANDINGS BLVD 120 SARASOTA FL 34231 NONE PC UNRESTRICTED CHARITABLE DONATION 3500 THE FLORIDA CENTER FOR EARLY CHILDH THE FLORIDA CENTER FOR EARLY CHILDHOOD 4620 17TH ST 4620 17TH ST SARASOTA FL 34235 NONE PC UNRESTRICTED CHARITABLE DONATION 750 THE LITERACY AND LEARNING CENTER THE LITERACY AND LEARNING CENTER 675 S 4TH ST 675 S 4TH ST SARASOTA FL 34234 NONE PC UNRESTRICTED CHARITABLE DONATION 3000 THE PINES OF SARASOTA FOUNDATION THE PINES OF SARASOTA FOUNDATION 1501 N ORANGE AVE 1501 N ORANGE AVE SARASOTA FL 34236 NONE PC UNRESTRICTED CHARITABLE DONATION 1500 THE ROTARY CLUB OF SARASOTA FOUNDAT THE ROTARY CLUB OF SARASOTA FOUNDATION PO BOX 2776 PO BOX 2776 SARASOTA FL 34230 NONE PC UNRESTRICTED CHARITABLE DONATION 2500 YARYURA AND FRIENDS YARYURA AND FRIENDS 8106 WATERVIEW BLVD 8106 WATERVIEW BLVD LAKEWOOD RANCH FL 342022261 NONE PC UNRESTRICTED CHARITABLE DONATION 2000 139490 4532 64037 17440 -10464 75545 75545 false false false false false false false false false false CIGNA GROUP INC 2024-06 PURCHASE 2025-08 55638 67211 -11573 FHLMC MULTICLASS MTG S GTD SER 2973 2005-05 PURCHASE 2025-12 4000 4060 -60 US BANCORP DEP S 1/100TH PERP 2023-12 PURCHASE 2025-02 30306 29137 1169 FIXED INCOME EQUITIES 3539748 DISTRIBUTIONS 13440 13440 DISTRIBUTIONS - OTHER 4000 4000 UNREALIZED GAIN 202235 ADVISOR FEES 33339 ACCOUNTANT 1175 ANNUAL REPORTING 61 BOND REDEMPTOPN FEE 10 FEDERAL TAXES 392