2024-05-14T10:09:24-05:00 2023-12-31 581374304 ROBINSON GRIMES & CO PC PO BOX 4299 COLUMBUS GA 31914 990PF 2023-01-01 586033439 SWIFT ILLGES FOUNDATION INC SWIF 7066493680 PO BOX 12 COLUMBUS GA 31902 MATHEWS D SWIFT TREASURER 7066493680 2024-05-08 1 MATHEWS SWIFT 999009999 0 CHARLES D JOHNSON CPA P00014237 7063245435 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1793645 X X 120 120 39813 39813 25212 247349 25212 65145 65145 0 0 0 3700 3700 0 11052 11052 0 539 539 0 1426 1426 0 16717 16717 0 90200 90200 106917 16717 90200 -41772 48428 101874 69982 69982 2844 4445 2844 2844 1722639 1714286 1720819 1828958 1787112 1793645 0 0 X 0 0 0 0 1828958 1787112 1828958 1787112 1828958 1787112 1828958 -41772 0 1787186 74 1787112 RAYMOND JAMES 5078J181 2023-12-31 233987 222137 11850 11850 CAPITAL GAINS DIVIDENDS P 13362 13362 13362 25212 673 0 673 0 673 5047 0 0 0 5047 0 4374 4374 0 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 N/A JANICE VENUTO 7065730952 PO BOX 12 COLUMBUS GA 31902 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MR HENRY W SWIFT JR PO BOX 12 COLUMBUS GA 31902 PRESIDENT 5.00 0 0 0 MR ANTHONY D LINK PO BOX 12 COLUMBUS GA 31902 VICE-PRES. 5.00 0 0 0 MR MATHEWS D SWIFT PO BOX 12 COLUMBUS GA 31902 TREASURER 5.00 0 0 0 MS JANICE K VENUTO PO BOX 12 COLUMBUS GA 31902 SECRETARY 5.00 0 0 0 MR CLIFFORD J SWIFT III PO BOX 12 COLUMBUS GA 31902 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 NOT APPLICABLE 0 NOT APPLICABLE 0 0 1664820 80287 2844 1747951 0 0 1747951 26219 1721732 86087 86087 673 673 85414 0 85414 0 85414 90200 0 90200 85414 89227 0 0 90200 89227 0 0 973 0 0 0 0 0 0 0 0 84441 0 0 0 JANICE VENUTO PO BOX 12 COLUMBUS GA 31902 7065730952 WRITTEN REQUEST; PURPOSE OF GRANT & REASON NEEDED ; TAX STATUS OF DONEE NONE NONE AMOS CANCER CENTER 1831 5TH AVENUE COLUMBUS GA 31904 N/A 501(C)(3) PUBLIC CHA TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE 4000 BOYS AND GIRLS CLUB OF COLUMBUS & PHENIX CITY INC 1309 29TH STREET COLUMBUS GA 31904 N/A 501(C)(3) PUBLIC CHA TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE 6000 BROOKSTONE SCHOOL 440 BRADLEY PARK DRIVE COLUMBUS GA 31904 N/A 501(C)(3) PUBLIC CHA TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE 5000 COLUMBUS HOSPICE 7020 MOON ROAD COLUMBUS GA 31909 N/A 501(C)(3) PUBLIC CHA TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE 6000 COLUMBUS STATE UNIVERSITY FOUNDATION 4225 UNIVERSITY AVENUE COLUMBUS GA 31907 N/A 501(C)(3) PUBLIC CHA TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE 5000 FEEDING THE VALLEY 5928 COCA COLA BLVD COLUMBUS GA 31909 N/A 501(C)(3) PUBLIC CHA TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE 6000 GEORGIA MENTAL HEALTH ALLIANCE 1323 11TH AVENUE STE 5 COLUMBUS GA 31901 N/A 501(C)(3) PUBLIC CHA TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE 5000 HIGHLAND COMMUNITY CHURCH 3408 5TH AVENUE COLUMBUS GA 31904 N/A 501(C)(3) PUBLIC CHA TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE 5000 MERCYMED OF COLUMBUS 3702 2ND AVENUE COLUMBUS GA 31904 N/A 501(C)(3) PUBLIC CHA TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE 10000 RIGHT FROM THE START 301 11TH STREET COLUMBUS GA 31901 N/A 501(C)(3) PUBLIC CHA TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE 3000 SAFEHOUSE MINISTRIES 2101 HAMILTON ROAD COLUMBUS GA 31904 N/A 501(C)(3) PUBLIC CHA TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE 10000 THE SALVATION ARMY 1718 2ND AVENUE COLUMBUS GA 31901 N/A 501(C)(3) PUBLIC CHA TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE 3000 UNITED WAY OF THE CHATTACHOOCHEE VALLEY 1100 5TH AVENUE COLUMBUS GA 31901 N/A 501(C)(3) PUBLIC CHA TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE 16200 VALLEY RESCUE MISSION 2903 2ND AVENUE COLUMBUS GA 31904 N/A 501(C)(3) PUBLIC CHA TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE 3000 YOUNG LIFE - COLUMBUS 2750 SOWEGA DRIVE COLUMBUS GA 31909 N/A 501(C)(3) PUBLIC CHA TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE 3000 90200 0 14 120 14 39813 18 25212 0 65145 0 65145 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION FEE 3700 3700 0 GQG PARTNERS EMERGING MARKETS EQUITY FD AT COST 65161 70258 AMERICAN FUNDS MUTUAL FUNDS AT COST 116795 120929 CARILLON SCOUT MID CAP FUND AT COST 134521 117101 DODGE & COX INCOME FUND AT COST 67778 59941 AMERICAN FUNDS EUROPACIFIC GROWTH FUND CL F2 AT COST 96418 94334 LOOMIS SAYLES GROWTH FUND AT COST 123400 118059 NUANCE MID CAP VALUE FUND AT COST 55282 55532 METROPOLITAN WEST TOTAL RETURN BOND FUND AT COST 173556 148791 PGIM HIGH YIELD FUND CLASS Z AT COST 80111 69019 ISHARES TR CORE US AGG AT COST 351699 330900 ISHARES TR MSCI USAMIN VOL ETF AT COST 27777 34723 ISHARES TR CORE MSCI EAFE AT COST 33810 43898 T ROWE PRICE SMALL CAP VALUE FD AT COST 101865 92606 VANGUARD INDEX FUNDS S&P 500 AT COST 286113 364728 BASIS ADJUSTMENT 74 MISCELLANEOUS EXPENSE 226 226 0 ADMINISTRATIVE EXPENSE 1200 1200 0 INVESTMENT/ ADVISORY FEES 11052 11052 0 FOREIGN TAX WITHHELD 539 539 0