Civic Intelligence

The Cliboca Foundation Inc

990PF • Fiscal year 2021 • EIN 58-2307487

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

Organization Profile
2623 Country Club RoadColumbus, GA 31906

(706) 649-2242

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

10th percentile

-33%

Higher net margin than 10% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

18th percentile

-2.9%

Faster asset growth than 18% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-62%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$2,300,420

Down $68,888 (-2.9%) from 2020

Net Assets

Down

$2,299,054

Down $70,254 (-3.0%) from 2020

Liabilities

Up

$1,366

Up $1,366 from 2020

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin10th percentile

Revenue

Down

$232,109

Down $382,273 (-62%) from 2020

Expenses

Up

$309,053

Up $95,705 (+45%) from 2020

Net Income

Down

-$76,944

Down $477,978 (-119%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,873,560Liabilities 2011: $0Net Assets 2011: $1,873,5602011Assets 2012: $1,948,389Liabilities 2012: $0Net Assets 2012: $1,948,3892012Assets 2013: $1,968,890Liabilities 2013: $0Net Assets 2013: $1,968,8902013Assets 2014: $1,940,959Liabilities 2014: $0Net Assets 2014: $1,940,9592014Assets 2015: $1,886,618Liabilities 2015: $0Net Assets 2015: $1,886,6182015Assets 2016: $1,826,266Liabilities 2016: $0Net Assets 2016: $1,826,2662016Assets 2018: $1,977,043Liabilities 2018: $3,003Net Assets 2018: $1,974,0402018Assets 2019: $1,964,518Liabilities 2019: $0Net Assets 2019: $1,964,5182019Assets 2020: $2,369,308Liabilities 2020: $0Net Assets 2020: $2,369,3082020Assets 2021: $2,300,420Liabilities 2021: $1,366Net Assets 2021: $2,299,0542021Assets 2022: $2,280,050Liabilities 2022: $355Net Assets 2022: $2,279,6952022Assets 2023: $2,093,831Liabilities 2023: $0Net Assets 2023: $2,093,8312023Assets 2024: $1,924,750Liabilities 2024: $0Net Assets 2024: $1,924,7502024

Highlighted filing

2021

Assets$2,300,420
Liabilities$1,366
Net Assets$2,299,054
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $126,4142011Expenses 2012: $122,4122012Revenue 2013: $184,784Expenses 2013: $136,071Net Income 2013: $48,7132013Revenue 2014: $129,162Expenses 2014: $158,888Net Income 2014: -$29,7262014Revenue 2015: $116,264Expenses 2015: $170,343Net Income 2015: -$54,0792015Revenue 2016: $112,393Expenses 2016: $172,690Net Income 2016: -$60,2972016Revenue 2018: $328,354Expenses 2018: $187,820Net Income 2018: $140,5342018Revenue 2019: $187,269Expenses 2019: $196,956Net Income 2019: -$9,6872019Revenue 2020: $614,382Expenses 2020: $213,348Net Income 2020: $401,0342020Revenue 2021: $232,109Expenses 2021: $309,053Net Income 2021: -$76,9442021Revenue 2022: $262,510Expenses 2022: $281,722Net Income 2022: -$19,2122022Revenue 2023: $113,611Expenses 2023: $299,977Net Income 2023: -$186,3662023Revenue 2024: $116,620Expenses 2024: $286,514Net Income 2024: -$169,8942024

Highlighted filing

2021

Revenue$232,109
Expenses$309,053
Net Income-$76,944
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLIFFORD J SWIFT IIIPresident-$0--
BARBARA SWIFTSecretary/Treasurer-$0--
CARLTON P SWIFTAsst Secretary-$0--
JIM GUNBYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOLUMBUS STATE UNIVERSITYSCHOLARSHIPS501(C)3 PUBLIC CHARICOLUMBUS, GA, US$40,000
Paid GrantMERCYMED OF COLUMBUSTO FURTHER THE ORGANIZATION'S PURPOSE501(C)3 PUBLIC CHARICOLUMBUS, GA, US$35,000
Paid GrantMUSCOGEE COUNTY LIBRARY FOUNDATIONLORETTO CHAPPELL BOOK FUND501(C)3 PUBLIC CHARICOLUMBUS, GA, US$35,000
Paid GrantCHATTAHOOCHEE VALLEY EPISCOPAL MINISTRYTO FURTHER THE ORGANIZATION'S PURPOSE501(C)3 PUBLIC CHARICOLUMBUS, GA, US$30,000
Paid GrantCOLUMBUS MUSEUM INCTO FURTHER THE ORGANIZATION'S PURPOSE501(C)3 PUBLIC CHARICOLUMBUS, GA, US$20,000
Paid GrantHISTORIC COLUMBUS FOUNDATIONTO FURTHER THE ORGANIZATION'S PURPOSE501(C)3 PUBLIC CHARICOLUMBUS, GA, US$20,000
Paid GrantMIDTOWN INCTO FURTHER THE ORGNAIZATION'S PURPOSE501(C)3 PUBLIC CHARICOLUMBUS, GA, US$15,000
Paid GrantUNITED WAY OF THE CHATTAHOOCHEE VALLEYTO FURTHER THE ORGANIZATION'S PURPOSE501(C)3 PUBLIC CHARICOLUMBUS, GA, US$12,000
Paid GrantOPEN DOOR COMMUNITY HOUSE INCTO FURTHER THE ORGANIZATION'S PURPOSE501(C)3 PUBLIC CHARICOLUMBUS, GA, US$10,000
Paid GrantRIVERCENTER INCTO FURTHER THE ORGANIZATION'S PURPOSE501(C)3 PUBLIC CHARICOLUMBUS, GA, US$10,000
Paid GrantSPRINGER OPERA HOUSE ARTS ASSOCIATION INCTO FURTHER THE ORGANIZATION'S PURPOSE501(C)3 PUBLIC CHARICOLUMBUS, GA, US$10,000
Paid GrantCOLUMBUS SYMPHONY ORCHESTRA INCTO FURTHER THE ORGANIZATION'S PURPOSE501(C)3 PUBLIC CHARICOLUMBUS, OH, US$5,000
Paid GrantHIGHLANDS-CASHIERS CHAMBER MUSIC FESTIVALTO FURTHER THE ORGANIZATION'S PURPOSE501(C)3 PUBLIC CHARIHIGHLANDS, NC, US$5,000
Paid GrantFRIENDS OF FOSTER CARE INCTO FURTHER THE ORGANIZATION'S PURPOSE501(C)3 PUBLIC CHARICOLUMBUS, GA, US$3,000
Paid GrantCOLUMBUS STATE UNIVERSITYBO BARTLETT CENTER501(C)3 PUBLIC CHARICOLUMBUS, GA, US$2,500
Paid GrantCOLUMBUS STATE UNIVERSITYPATRONS OF MUSIC501(C)3 PUBLIC CHARICOLUMBUS, GA, US$2,500
Paid GrantGEORGIA PUBLIC BROADCASTINGTO FURTHER THE ORGANIZATION'S PURPOSE501(C)3 PUBLIC CHARIATLANTA, GA, US$2,000
Paid GrantMUSCOGEE EDUCATIONAL EXCELLENCE FOUNDATIONTO FURTHER THE ORGANIZATION'S PURPOSE501(C)3 PUBLIC CHARICOLUMBUS, GA, US$2,000
Paid GrantFRIENDS OF THE ALBERT CARLTON LIBRARYTO FURTHER THE ORGANIZATION'S PURPOSE501(C)3 PUBLIC CHARICASHIERS, NC, US$1,500
Paid GrantHISTORIC LINWOOD FOUNDATIONTO FURTHER THE ORGANIZATION'S PURPOSE501(C)3 PUBLIC CHARICOLUMBUS, GA, US$1,000
Paid GrantJULE COLLINS SMITH MUSEUM OF FINE ARTTO FURTHER THE ORGANIZATION'S PURPOSE501(C)3 PUBLIC CHARIAUBURN, AL, US$1,000
Paid GrantRIVERDALE-PORTERDALE CEMETERY FOUNDATION INCTO FURTHER THE ORGANIZATION'S PURPOSE501(C)3 PUBLIC CHARICOLUMBUS, GA, US$1,000
Paid GrantSALVATION ARMYTO FURTHER THE ORGANIZATION'S PURPOSE501(C)3 PUBLIC CHARICOLUMBUS, GA, US$1,000
Paid GrantTREES COLUMBUS INCTO FURTHER THE ORGANIZATION'S PURPOSE501(C)3 PUBLIC CHARICOLUMBUS, GA, US$1,000
Filing and Contact Details

Filer

Filer Name
The Cliboca Foundation Inc
EIN
58-2307487
Phone
7066492242
Address
2623 COUNTRY CLUB ROAD, COLUMBUS, GA 31906

Signing Officer

Name
Barbara Swift
Title
Secretary/treasurer
Phone
7066492242
Signed
2022-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Robinson Grimes & Co Pc
Address
PO BOX 4299, COLUMBUS, GA 31914
Preparer
Kristine P Braxton CPA
Phone
7063245435
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61UNITEDHEALTH GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62VERIZON COMMUNICATIONS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63VISA INC COM CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ZEBRA TECHNOLOGIES CORP CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt095127
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt135850
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt350000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt436223
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5100226
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN FUNDS EUROPACIFIC GROWTH - F3 #716
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1COLUMBIA SMALL CAP INDEX FUND INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2GOLDMAN SACHS INTERNATIONAL EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3JANUS HENDERSON ENTERPRISE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4JPMORGAN MID CAP VALUE FUND CL L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5SPDR GOLD TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0166996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt144399
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt298440
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt366500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt472811
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt593515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt094245
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0137864
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0232109
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0232109
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01682
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01683
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03365
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0137864
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0265500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0265500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt094245
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt094245
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-76944
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0351820
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0137864
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0210755
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt019151
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt019151
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt038302
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0506
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01872
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0286333
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt021354
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0309053
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0232109
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0232109
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt020833
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt021354
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt043553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt058290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1143213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt312419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt119435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt274294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt44852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt539279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt119435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt274294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt44852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt539279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt177725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2217507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt417271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt539279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BANK NEW YORK MELLON CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SYNOVUS TRUST COMPANY, N.A.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SYNOVUS TRUST COMPANY, N.A.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SPDR GOLD TR GOLD SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SYNOVUS TRUST COMPANY, N.A.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0137864
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-76944
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02090
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt08780
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02301144
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02369308
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02299054
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0299291
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0290791
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0299291
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0293720
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt08500
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02929
IRS990PF/DistributableAmountGrp/TotalTaxAmt02929
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01563
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02929
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02929
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02929
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01366
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01563
IRS990PF/FMVAssetsEOYAmt06641554
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01366
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01563
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01854481
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01748019
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05963918
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0417426
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0417426
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0542661
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02369308
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02299054
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt095838
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0134975
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0134975
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02369308
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02300420
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06641554
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01366
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02369308
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02300420
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02369308
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02299054
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05963851
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09617
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05954234
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt089458
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0293720
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05874393
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05963851
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CLIFFORD J SWIFT III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BARBARA SWIFT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CARLTON P SWIFT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JIM GUNBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2ASST SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02623 COUNTRY CLUB RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12623 COUNTRY CLUB RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21631 PINCKNEY PARK DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3P O BOX 23024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLESTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1COLUMBUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CHARLESTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3COLUMBUS

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,300,420
Liabilities
$1,366
Net assets
$2,299,054
Revenue
$232,109
Expenses
$309,053
Net income
-$76,944
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.12$0.29$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.11$0.30$0.19
2022Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.26$0.28$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.23$0.31$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.61$0.21$0.40
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.19$0.20$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.97$0.33$0.19$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.11$0.17$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.12$0.17$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.13$0.16$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.18$0.14$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.13