2022-11-15T17:06:34-08:00 2021-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2021-01-01 833505984 The Swaha Foundation SWAH 3035964283 PO Box 2214 Boulder CO 80306 Julie Goldstein President 2022-11-15 false Julie Goldstein 999009999 Erik Satow P01410341 4159830200 2 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z X 21774521 X X 393499 393499 409350 3477573 409350 -5075 3120 797774 805969 84000 84000 8493 8868 175777 175777 19404 374 374 18529 313 18216 306577 176090 111458 745700 745700 1052277 176090 857158 -254503 629879 3306 70235 288695 288695 3120 3120 3120 3120 580234 611609 611609 957787 885064 885064 17536426 19786033 19786033 100000 200000 200000 19251108 21774521 21774521 48000 24000 48000 24000 X 19203108 21750521 19203108 21750521 19251108 21774521 19203108 -254503 2801916 21750521 21750521 Sales of Publicly Traded Securites P 2000-01-01 2021-12-31 3241119 3068223 172896 172896 Capital Gains Distributions P 2000-01-01 2021-12-31 236454 236454 236454 409350 8755 8755 8755 9964 9964 X 119 1090 1090 false false false false false false false false true CO true false false false false true N/A Julie Goldstein 3035964283 PO Box 2214 Boulder CO 803062214 false false true true false false false false false false false false false false false false false false false false false false Julie Goldstein PO Box 2214 Boulder CO 803062214 President 20.00 84000 NONE Align Impact 429 Santa Monica Blvd 500 Santa Monica CA 90401 Investment Mgmt 81250 One Acre Fund US - investing in farmers to help them increase their yields and their profits. When farmers become more productive, they help feed healthy communities and create thriving economies. They also reduce environmental pressure by doing more with less land. 100000 100000 17639841 134903 4486910 22261654 0 22261654 333925 21927729 1096386 1096386 8755 8755 1087631 1087631 1087631 857158 100000 957158 1087631 324841 957158 324841 0 632317 455314 X Partners in Health 800 Boylston Street Ste 300 Boston MA 02199 N/A PC General Support 15000 Pathfinders 6550 Camp Bowie Blvd Suite 111 Fort Worth TX 76116 N/A PC General Support 2500 AJWS 45 West 36th Street New York NY 10018 N/A PC General Support 100000 Girl Rising 28 Verandah Place Brooklyn NY 11201 N/A PC General Support 50000 Conservation Colorado Education Fun 1536 Wynkoop Street Suite 510 Denver CO 80202 N/A PC General Support 30000 Congregation Nevei Kodesh 1925 Glenwood Dr Boulder CO 80304 N/A PC General Support 5000 Bridge House 4150 Earhart Boulevard New Orleans LA 70125 N/A PC General Support 5000 Valley Settlement 1901 Grand Avenue Suite 206 Glenwood Springs CO 81601 N/A PC General Support 10000 Lewis Clark College 615 S Palatine Hill Road Portland OR 97219 N/A PC General Support 2000 Moving Traditions 8380 Old York Road Suite 4300 Elkins Park PA 19027 N/A PC General Support 5000 Rose Andom Center 1330 Fox Street Denver CO 80204 N/A PC General Support 5000 English in Action PO Box 4856 Basalt CO 81621 N/A PC General Support 1000 Sounds True Foundation 413 S Arthur Ave Louisville CO 80027 N/A PC General Support 10000 Protect Our Winters 4676 Broadway Street Boulder CO 80304 N/A PC General Support 10000 High Country News PO Box 1090 Paonia CO 81428 N/A PC General Support 1000 RESPONSE 405 Castle Creek Road Suite 203 Aspen CO 81611 N/A PC General Support 1000 Cambodian Children's 2309 Santa Monica Blvd PMB 833 Santa Monica CA 90404 N/A PC General Support 1200 NDN Collective 408 Knollwood Dr Rapid City SD 57701 N/A PC General Support 25000 Colorado Wild Public Lands PO Box 1772 Basalt CO 81621 N/A PC General Support 500 Free Flow Foundation PO Box 50153 Jacksonville Beach FL 32240 N/A PC General Support 1000 40 Schools Inc 3014 Dauphine Street New Orleans LA 70117 N/A PC General Support 100000 Fred Hutch Cancer Research PO Box 19024 Seattle WA 98109 N/A PC General Support 8000 Girl Ventures 119 Filbert Street Oakland CA 94607 N/A PC General Support 50000 Passage Works Institute PO Box 19230 Boulder CO 80308 N/A PC General Support 3500 Roaring Fork Conservancy PO Box 3349 Basalt CO 81621 N/A PC General Support 500 Style Her Empowered 304 S 1200 E Salt Lake City UT 84102 N/A PC General Support 50000 TGTHR 1440 Pine St Suite B Boulder CO 80302 N/A PC General Support 2500 Thorne Nature Experience 1466 63rd St Boulder CO 80303 N/A PC General Support 50000 Tides Foundation 1012 Torney Avenue San Francisco CA 94129 N/A PC General Support 50000 Uncharted 3532 Franklin St Suite I Denver CO 80205 N/A PC General Support 100000 Friendship Bridge 1105 Spruce St Boulder CO 80302 N/A PC General Support 50000 Auburn Seminary 475 Riverside Dr Suite 1800 New York NY 10115 N/A PC General Support 1000 745700 14 393499 18 409350 Other Investment Income 14 3120 Partnership Income 900099 -1644 14 -6551 -1644 799418 797774 false false false false false false false false false false Duke Energy Corp 3.35% 5/15/22 45426 45426 Asian Dev Bk 1.875% 8/10/22 The Bank of No 2.375% 1/18/23 61004 61004 Apple Inc 2.85% 2/23/23 The European Ba 0.25% 7/10/23 Citigroup Inc 5/15/24 60580 60580 European Invt Bk 0.25% 7/10/23 64614 64614 Bank of America 10/22/25 61548 61548 Starbucks Corp 2.45% 6/15/26 46521 46521 Midamerican Energy 3.1% 5/1/27 58434 58434 Equinix Inc 1.55% 3/15/28 4809 4809 Verizon Communications 3.875% 2/28/29 44257 44257 Pfizer Inc 2.625% 4/1/30 41795 41795 Alphabet Inc 1.1% 8/15/30 37650 37650 Ypsilanti MI SD 2.44% 5/1/22 60330 60330 Triboro Brdg/Tu 3.884% 11/15/22 25749 25749 Univ Pitt PA 2.871% 9/15/23 20728 20728 Commonwealth FA 2.023% 6/1/24 20350 20350 Univ CA 3.159% 5/15/25 21274 21274 Interntnl Bk 0.375% 7/28/25 43788 43788 JP Morgan Chase 9/16/24 44769 44769 European Invt Bk 2.5% 10/15/24 62499 62499 Apple Inc 3.0% 6/20/27 58939 58939 149529 149529 462080 462080 Allign Impact Fund II, LP AT COST 282759 282759 Align TMIF II Access Fund LP AT COST 247133 247133 Beneficial Return LLC AT COST 50000 50000 Greenbacker Renewable Energy AT COST 102699 102699 International Columbia US LLC AT COST Low Income Investment Fund AT COST 197381 197381 Rose Affordable Housing V LP AT COST 254939 254939 SJF Ventures Fund V LP AT COST 58988 58988 Sonen Global Sustainable LLC AT COST 139876 139876 UP Fund LP AT COST 47500 47500 Putting America Back to Work Fund AT COST 186852 186852 Odin Capital LP AT COST 343285 343285 Calvert Impact CA 1.5% 3/15/24 FMV 246997 246997 Achieve Partners Workforce Fund AT COST 200425 200425 CIM Enterprise Loan Fund LP AT COST 1014107 1014107 Colorado Enterprise Fund AT COST 250000 250000 Founders First Capital Partners AT COST 99997 99997 HCAP Partners V AT COST 83449 83449 Impact Venture IV AT COST 190549 190549 Rethink Education III AT COST 283211 283211 Rose Affordable Housing AT COST 155000 155000 Windsail Credit QP Fund AT COST 163829 163829 Zeal Capital Partners Fund I AT COST 93885 93885 Calvert Bond I, 35,690.719 Sh FMV Calvert Short Duration, 30,445.409 Sh FMV 496869 496869 CRA Qualified Investment, 58,259.231 Sh FMV PAX High Yield Bd Inst, 37,211.289 Sh FMV TIAA-CREF Core Impact, 80,946.962 Sh FMV Invesco Cleantech, 14,830 Sh FMV Invesco S&P Global Water, 3,180 Sh FMV iShares Esg Aware MSCI EAFE, 2,592 Sh FMV 205960 205960 iShares Esg Aware MSCI USA, 7,193.210 Sh FMV 776147 776147 iShares MSCI Global, 9,567 Sh FMV 868301 868301 Nuveen ESG Emerging Mkt, 4,090 Sh FMV 132074 132074 Nuveen ESG Mid Cap, 3,673 Sh FMV 135717 135717 Nuveen ESG Small Cap, 19,521 Sh FMV 820077 820077 Vanguard ST Bond, 417 Sh FMV Calvert Emerging Markets, 33,285.964 Sh FMV 680698 680698 Calvert Equity I, 8,597.06 Sh FMV 842856 842856 Calvert International, 32,301.682 Sh FMV 997476 997476 Calvert Mid Cap, 11,288.375 Sh FMV 541503 541503 Calvert Small Cap, 25,924.563 Sh FMV 937951 937951 Calvert US Large Cap Core, 34,242.278 Sh FMV 1464200 1464200 Calvert US Large Cap Value, 5,525.317 Sh FMV 175981 175981 DFA Em Mkts, 27,777.218 Sh FMV 284439 284439 DFA Intl Sustainability, 74,475.999 Sh FMV 984573 984573 Hartford Global Impact, 32,862.838 Sh FMV 544209 544209 PAX Ellevate Glbl Womens, 18,521.622 Sh FMV 654369 654369 PAX Global Environment, 41,635.703 Sh FMV 1057547 1057547 Versus Cap Multi-Man, 18,894.097 Sh FMV 573436 573436 Hannon Armstrong Sus REIT, 8,596.6053 Sh FMV 456652 456652 Iroquois Valley Farmland, 164.041 Sh FMV 101377 101377 CCM Community Impact, 44,894.679 Sh FMV 472292 472292 Invesco MSCI Sustainable, 13,320.3567 Sh FMV 888468 888468 Dues & Memberships 5500 5500 Filing Fees 10 10 Marketing 232 232 Miscellaneous Expenses 5767 5767 Other Investment Expenses 313 313 Outside Services 4420 4420 Payroll Processing Fee 375 375 Postage & Delivery 106 106 Website 1806 1806 Other Investment Income 3120 3120 Partnership Income -8195 Transfer from Richard C Goldstein Private Foundation 78102 Payroll Payable 48000 24000 Investment Advisor Fees 175777 175777 0 0 Excise Tax 19404