Civic Intelligence

John S Swift Co Inc. Charitable Trust 7942-43

990PF • Fiscal year 2018 • EIN 43-6020812

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization Profile
1248 Research BlvdSt Louis, MO 63132

(888) 730-4933

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

2nd percentile

-361%

Higher net margin than 2% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

19th percentile

-6.5%

Faster asset growth than 19% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-84%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,283,418

Down $89,918 (-6.5%) from 2017

Net Assets

Down

$1,283,418

Down $89,918 (-6.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin2nd percentile

Revenue

Down

$24,932

Down $131,555 (-84%) from 2017

Expenses

Down

$114,844

Down $6,996 (-5.7%) from 2017

Net Income

Down

-$89,912

Down $124,559 (-360%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,659,092Liabilities 2011: $02011Assets 2012: $1,566,385Liabilities 2012: $02012Assets 2013: $1,534,399Liabilities 2013: $02013Assets 2014: $1,478,924Liabilities 2014: $02014Assets 2015: $1,398,252Liabilities 2015: $0Net Assets 2015: $1,398,2522015Assets 2016: $1,338,020Liabilities 2016: $0Net Assets 2016: $1,338,0202016Assets 2017: $1,373,336Liabilities 2017: $0Net Assets 2017: $1,373,3362017Assets 2018: $1,283,418Liabilities 2018: $0Net Assets 2018: $1,283,4182018Assets 2019: $1,233,340Liabilities 2019: $0Net Assets 2019: $1,233,3402019Assets 2020: $1,282,757Liabilities 2020: $0Net Assets 2020: $1,282,7572020Assets 2021: $1,323,608Liabilities 2021: $0Net Assets 2021: $1,323,6082021Assets 2022: $1,237,736Liabilities 2022: $0Net Assets 2022: $1,237,7362022Assets 2023: $1,199,020Liabilities 2023: $0Net Assets 2023: $1,199,0202023Assets 2024: $1,217,901Liabilities 2024: $0Net Assets 2024: $1,217,9012024

Highlighted filing

2018

Assets$1,283,418
Liabilities$0
Net Assets$1,283,418
Open 2018 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2011: -$29,147Expenses 2011: $96,938Net Income 2011: -$126,0852011Revenue 2012: $3,653Expenses 2012: $96,364Net Income 2012: -$92,7112012Revenue 2013: $62,396Expenses 2013: $92,835Net Income 2013: -$30,4392013Revenue 2014: $45,115Expenses 2014: $100,999Net Income 2014: -$55,8842014Revenue 2015: $10,722Expenses 2015: $95,899Net Income 2015: -$85,1772015Revenue 2016: $37,413Expenses 2016: $97,405Net Income 2016: -$59,9922016Revenue 2017: $156,487Expenses 2017: $121,840Net Income 2017: $34,6472017Revenue 2018: $24,932Expenses 2018: $114,844Net Income 2018: -$89,9122018Revenue 2019: $55,752Expenses 2019: $105,830Net Income 2019: -$50,0782019Revenue 2020: $136,995Expenses 2020: $87,578Net Income 2020: $49,4172020Revenue 2021: $134,047Expenses 2021: $93,196Net Income 2021: $40,8512021Revenue 2022: $7,024Expenses 2022: $92,896Net Income 2022: -$85,8722022Revenue 2023: $46,137Expenses 2023: $84,853Net Income 2023: -$38,7162023Revenue 2024: $98,038Expenses 2024: $79,157Net Income 2024: $18,8812024

Highlighted filing

2018

Revenue$24,932
Expenses$114,844
Net Income-$89,912
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYAN M SWIFTTrustee-$0--
HAMPDEN SWIFTCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
John S Swift Co Inc Char Tr - Agy
EIN
43-6020812
Phone
8887304933
Address
1248 RESEARCH BLVD, ST LOUIS, MO 63132

Signing Officer

Name
Bryan M Swift
Title
Trustee
Phone
8887304933
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Conner Ash Pc
Address
12101 WOODCREST EXECUTIVE DR STE 30, ST LOUIS, MO 63141
Preparer
James B Gentry CPA
Phone
3142052510
Raw XML Appendix272 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt03970
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01264361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01262422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt031064
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-6132
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt024932
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt024932
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03970
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03970
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt095000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt095000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt031064
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt031064
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-89912
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0392540
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-6132
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt014613
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03393
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010178
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt013571
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02303
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02303
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt098393
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016451
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0114844
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt031064
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt024932
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03393
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016451
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0203543
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1195129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-23978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-23978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0179565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1194454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UBS ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UBS LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-6132
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-89912
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt06
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01283424
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01373336
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01283418
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt072903
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt072903
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt072903
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt073049
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0146
IRS990PF/DistributableAmountGrp/TotalTaxAmt0146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0146
IRS990PF/FMVAssetsEOYAmt01281479
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01324739
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01264361
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01262422
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01373336
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01283418
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt048597
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt019057
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt019057
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01373336
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01283418
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01281479
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01373336
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01283418
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01373336
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01283418
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01483227
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt038306
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01444921
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022248
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt073049
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01460979
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01483227
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRYAN M SWIFT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HAMPDEN SWIFT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02 LADUE ACRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1999 COMMERCE CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ST LOUIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BUFFALO GROVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0631241714
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160089
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt084294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt084440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0102598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt082274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt078903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt083696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt083305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.057697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.069493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.058290
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.054939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.053310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0146
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01460979
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01476380
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01411469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01436197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01569985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01588151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt098393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.288486
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt098247
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt098393
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0146
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt098393
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01735 MARKET STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt035TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PHILADELPHIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0191037500
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0UBS FINANCIAL SERVICES INC
IRS990PF/StatementsRegardingActyGrp/PhoneNum02154962000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER OF INQUIRY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BRYAN M SWIFT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03367478169
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01248 RESEARCH DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ST LOUIS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd063103
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANTS ARE MADE FOR CHARITABLE, SCIENTIFIC, RELIGIOUS, LITERARY, AND EDUCATIONAL PURPOSES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0CALL FOR DETAILS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt095000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063124
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt095000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt072903
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019291
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt072903
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06199
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06199
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt098393
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06199
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06199
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019291
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03393
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010178
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013571
TaxesSchedule/TaxesDetail/Amt0917
TaxesSchedule/TaxesDetail/Amt11386
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0917
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11386
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYAN M SWIFT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN S SWIFT CO INC CHAR TR - AGY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BRYAN M SWIFT
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0436020812
ReturnHeader/Filer/PhoneNum08887304933
ReturnHeader/Filer/USAddress/AddressLine1Txt01248 RESEARCH BLVD
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063132
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EB75A9FCAC19EF91E82C264F39DE928E1AA5EB6E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EB75A9FCAC19EF91E82C264F39DE928E1AA5EB6E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.86.128.46
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:08:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431012822
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONNER ASH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012101 WOODCREST EXECUTIVE DR STE 30
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063141
ReturnHeader/PreparerPersonGrp/PhoneNum03142052510
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES B GENTRY CPA
ReturnHeader/ReturnTs02019-05-14T09:08:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,283,418
Liabilities
$0
Net assets
$1,283,418
Revenue
$24,932
Expenses
$114,844
Net income
-$89,912
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.10$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.05$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.01$0.09$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.13$0.09$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.14$0.09$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.06$0.11$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.02$0.11$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.16$0.12$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.04$0.10$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.01$0.10$0.09
2014Summary only. Only limited summary data is available for this year.$1.48$0.00$0.05$0.10$0.06
2013Summary only. Only limited summary data is available for this year.$1.53$0.00$0.06$0.09$0.03
2012Summary only. Only limited summary data is available for this year.$1.57$0.00$0.00$0.10$0.09
2011Summary only. Only limited summary data is available for this year.$1.66$0.00$0.03$0.10$0.13