2024-11-15T06:38:34-08:00 2024-06-30 472433079 MTA Accounting PA 71 High St Belfast ME 04915 990PF 2023-07-01 341504501 Robert and Patricia Switzer Foundation ROBE 2073385654 PO Box 293 Belfast ME 04915 Sarah Reed Executive Director 2024-11-15 true true David Kadonoff CPA P01880858 2073385012 2023 2024-10-15 13:58:12Z X 19599502 X X 411477 411477 952819 12231731 952819 -28196 -28196 1336100 1336100 119233 119233 146317 146317 35220 35220 2011 2011 14093 14093 116547 66901 49646 53745 15374 20943 5858 5858 168700 168700 3010 3010 35108 28384 699842 82275 593415 461887 461887 1161729 82275 1055302 174371 1253825 88945 177871 177871 196488 264189 264189 572 572 2923626 2802633 2782761 11324378 9864347 12657960 2401145 2014548 1942240 1914958 1803725 1773909 9902 9902 18849540 16927885 19599502 8521 12015 170000 170000 4254 61 182775 182076 X 18666765 16745809 18666765 16745809 18849540 16927885 18666765 174371 18841136 2095327 16745809 Long Term Gains -Pershing P 2022-07-01 2024-06-30 7162316 6376459 785857 785857 LT Cap Gain Distributions - Pershing P 2022-07-01 2024-06-30 19829 19829 19829 Short Term Gains -Pershing P 2023-07-01 2024-06-30 4986769 4902453 84316 84316 ST Cap Gain Distibutions - Pershing P 2023-07-01 2024-06-30 1757 1757 1757 Summit Partners P 2022-07-01 2024-06-30 115070 115070 115070 SJF Ventures P 2022-07-01 2024-06-30 54075 -54075 -54075 Ecosystem Integrity Fund P 2022-07-01 2024-06-30 4 4 4 PGIM Real Estate P 2022-07-01 2024-06-30 61 61 61 952819 86073 17428 17428 17428 18000 18000 572 572 false false false false false false false true true ME true false false false false true www.switzernetwork.org Sarah Reed 2073385654 PO Box 293 Belfast ME 049150293 false false false false false false false false false false false false false false false false false false false false false false Roger Perez PO Box 293 Belfast ME 04915 Trustee 0.50 0 Michael Billingsley PO Box 293 Belfast ME 04915 Trustee 1.00 0 Linda Switzer Clopton PO Box 293 Belfast ME 04915 Trustee 0.50 0 Ekow Edzie PO Box 293 Belfast ME 04915 Trustee 0.50 0 Scott Fruin PO Box 293 Belfast ME 04915 Board Chair 2.00 0 Maria Martinez PO Box 293 Belfast ME 04915 Trustee 0.50 0 Dave Switzer PO Box 293 Belfast ME 04915 Trustee 0.50 0 Sarah Reed PO Box 293 Belfast ME 04915 Executive Direc 32.00 115698 3535 Erin Lloyd PO Box 293 Belfast ME 04915 Program Manager 40.00 57793 3950 Pathstone 24 Federal St 8th Floor Boston MA 02110 Invstmnt Advisory 66901 Network Convenings: The foundation fosters a growing network of alumni, environmental practitioners, and organizations by supporting professional development activities and facilitating communication and information-sharing among fellows. Switzer Network activities in 2023 included four panels or virtual events, five trainings, six affinity groups, four regional gatherings, and two conference socials. 17899 Spring Fellows Retreat: Switzer Fellows participate in two multi-day retreats which focus on building connections among fellows and developing leadership skills. The spring retreat focused on expanding connections to Switzer Network alumni and exploring network cultivation and personal creativity as leadership practices for 20 current fellows in Minneapolis, MN. 80507 Fall Fellows Retreat: Switzer Fellows participate in two multi-day retreats which focus on building connections among fellows and developing leadership skills. The fall retreat focused on building community among fellows, creating connections to the Switzer Network, and exploring leadership through an equity lens for 20 current fellows in Petersham, MA. 55519 Program Consultants: The foundation paid stipends to 67 Switzer Network alumni for their contributions to foundation program activities, including serving on the Fellows Advisory Committee, planning and hosting Switzer Network convenings, and serving as ambassadors for the Switzer Fellowship program. 42870 18575393 470309 0 19045702 0 19045702 285686 18760016 938001 938001 17428 17428 920573 920573 920573 1055302 1055302 920573 121350 3394 161523 286267 1055302 0 920573 134729 420996 0 121350 299646 3394 161523 134729 Maya Higgins Program Manager PO Box 293 Belfast ME 049150293 2073385654 maya@switzernetwork.org A grant proposal must be formulated collaboratively with a Switzer Fellow, followed by direct phone or email contact with the Switzer Foundation to summarize the project. A written concept letter will then be invited for submission. (See attached Leadership Grant Application Procedures and Guidelines) No deadline Awards are made to U.S. based environmental organizations with 501(c)(3) status, government agencies, or educational institutions. Support for fellows doing international work may be considered as long as a U.S.-based host organization is the grantee and all the other criteria are met.Proposals must be developed jointly by the organization and a Switzer Fellow. Only fellows who have concluded their graduate program are eligible to participate in aLeadership Grant program project. The key criteria used to evaluate proposals are: 1) The project is relevant to a current and critical environmental issue; 2) The project advances the professional career of the Switzer Fellow; and 3) The project and the Switzer Fellow will help build the capacity of the organization. (See attached Leadership Grant Application Procedures and Guidelines) Maya Higgins Program Manager PO Box 293 Belfast ME 049150293 2073385654 maya@switzernetwork.org Each applicant must complete an online application process provided by the Foundation. The online application includes a 2-3 page original essay, two professional letters of recommendation, a current resume, current graduate academic transcripts, and an outline of the planned course of study. (See attached Fellowship Application Procedures and Guidelines) The first (non-holiday) Monday in January Awards are restricted to individuals that are a U.S. citizen, permanent resident, Deferred Action for Childhood Arrivals (DACA) recipient, or a refugee or asylee according to the definition provided by the U.S. Department of Homeland Security. Applicants must be enrolled as a student in an accredited graduate institution located only in California or New England and have strong academic qualifications, with academic and career goals focused on environmental improvement.Fellowship applications will be reviewed using the following criteria: Environmental commitment; Applied focus; Innovative problem-solving; Leadership potential; Collaboration and engagement; Social equity awareness and experience; and Communication skills. (See attached Fellowship Application Procedures and Guidelines) Maya Higgins Program Director PO Box 293 Belfast ME 049150293 2073385654 maya@switzernetwork.org Requests for Professional Development Fund grants may be made to the Switzer Foundation at any time, and an online Application Form is provided. A preliminary email or telephone conversation with the Program Manager or Executive Director is advised before submitting a written request. Applications include explanation of how the opportunity will advance the fellow's career, the cost of the professional development opportunity, and the funds sought from the foundation. (See attached Professional Development Fund Application Procedures and Guidelines) No Deadline Awards are made to Switzer Fellows who have completed their fellowship year and are professionally employed or continuing their graduate studies with a focus on improving environmental quality. (See attached Professional Development Fund Application Procedures and Guidelines) Professional Development Grants See attached Belfast ME 04915 N/A N/A Grants are made for the professional development of Switzer Fellows. Funds are provided for training in non-profit management, communications, leadership, or other relevant professional skills, or for attendance at a conference or other professional activity that will clearly advance career goals. (See attached) 16887 Fellowship Prog Grants Appr Prior F See attached Belfast ME 04915 N/A N/A The Fellowship Program is intended to support highly talented graduate students in New England and California whose studies are directed toward improving environmental quality and who demonstrate leadership in their field. 170000 Other Grants See attached Belfast ME 04915 N/A NC These are grants awarded to Organizations that embody the Foundation's mission to nurture environmental leaders and support initiatives that will have direct and measurable results to improve environmental quality. (See attached) 5000 Woodwell Climate Research Center 149 Woods Hole Road Falmouth MA 02540 Unrelated To integrate climate justice principles into the work of Woodwell Climate Research Center including policy advocacy, partnerships, and staff education. 57500 ReAL Edgemere CLT Beach Channel Dr Queens NY 11691 Unrelated The ReAL Edgemere CLT was selected by the City of New York to receive 119 publicly-owned lots to develop flood-resilient affordable homeownership and publicly accessible open space. The purpose of the grant is to hire its first staff member in the position of Interim Manager. 42500 Fellowship Prog Grants Appr Curr FY See attached Belfast ME 04915 N/A I The Fellowship Program is intended to support highly talented graduate students in New England and California whose studies are directed toward improving environmental 170000 461887 Fellowship Prog Grants Paid Next FY See attached Belfast ME 04915 N/A I The Fellowship Program is intended to support highly talented graduate students in New England and California whose studies are directed toward improving environmental 170000 170000 14 14 411477 14 28196 18 952819 Other Investment Income 1336100 1336100 false false false false false false false false false false Accounting, Bookkeeping & Tax 14093 0 0 14093 Pathstone Compensation paid is for investment advisory and management services. Pershing #000 663263 666398 Pershing #234 1351285 1275842 Pershing #242 9635612 12429249 Pershing #037 228735 228711 1959319 1943597 843314 839164 New Energy Capital Infrastructure Fund AT COST 7446 22141 Summit Partners Sustainable Opp Fnd AT COST 984105 984105 SJF Ventures Funds AT COST 419511 425659 MCE Social Capital AT COST Ecosystem Integrity Fund AT COST 192984 127036 PGIM Real Estate Fund AT COST 199679 214968 Furniture and Fixtures 1082 1082 Machinery and Equipment 8820 8820 Legal fees -Grant Program Changes 2011 0 0 2011 United States SBA 34000 2020-04 2020-06 Foregiven if conditions met Unsecured Paycheck Protection Program Cash Bank Charges 263 263 Education 7305 7260 Excise Tax penalties & Interest 424 424 Insurance (D&O) 1018 1018 Insurance (Liability) 500 500 Insurance (Workers Comp) 622 622 Membership Fees 1930 1930 Office Expense 7013 975 Telecommunications 1043 402 Website Design & Fees 14990 14990 Other Investment Income -28196 -28196 Payroll Liabilities -26 Other Current Liabilities 2359 Rounding 1 AdminTech Non-Program Consultants 4584 0 0 4584 Consultant Expenses 3759 0 0 3759 Fellowship Program Consultant 15800 0 0 15800 Other Program Consultants 16000 0 0 16000 Portfolio Advisor Fees 66901 66901 0 0 Retirement & Health Benefits Fees 3503 0 0 3503 Special Project Consultant 6000 0 0 6000 Excise Taxes 17428 Foreign Taxes 15374 15374 Payroll Taxes 20943 20943