SWIFT FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SWIFT FOUNDATION (EIN 77-0559600)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349107668
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T13:42:54-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371420474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fontanello Duffield & Otake LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 Montgomery Street Suite 1305 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770559600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Swift Foundation | BusinessNameLine1Txt |
| Business Name Line2 | co Manchester Capital Management | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWIF | BusinessNameControlTxt |
| Phone | 8059695670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1157 Coast Village Road A | AddressLine1Txt |
| City | Santa Barbara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John F Swift | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John F | PersonFirstNm |
| Person Last | Swift | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carol Duffield | PreparerPersonNm |
| PTIN | P01257136 | PTIN |
| Phone | 4159830200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,123,094 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $921,680 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $921,680 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,699,509 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,272,290 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,699,509 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$211,179 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$194,436 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,410,010 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,426,753 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $70,381 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $70,381 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $186,851 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $186,851 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $35,716 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $35,716 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,840 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $32,840 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $479,738 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $411,455 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $71,032 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,042 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,042 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $14,624 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,317 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,475 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,245 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,910 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $878,667 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $450,742 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $435,047 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,304,311 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,968,811 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,182,978 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $450,742 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,403,858 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,772,968 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,976,011 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,044,571 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,614,828 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,614,828 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,855,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,750,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,855,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,855,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $80,420 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $55,735 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $55,735 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $6,204,946 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,344,616 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,344,616 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $31,728,691 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,421,162 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,421,162 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,680,618 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,381,337 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,381,337 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,807,650 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,415,941 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,415,941 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,109,560 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,034,475 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,034,475 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $64,406,456 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,123,094 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,123,094 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $45,614 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $35,368 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,245,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,405,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $87,217 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $191,574 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,377,831 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,632,442 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $63,028,625 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $63,028,625 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,490,652 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,406,456 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $65,123,094 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $63,028,625 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,772,968 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,234,995 | OtherIncreasesAmt |
| Subtotal | $63,490,652 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $63,490,652 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Sales of Publicly Traded Securities | P | 2000-01-01 | 2020-12-31 | $10,902,040 | $9,572,781 | $1,329,259 | $1,329,259 |
| Realized Gain/Loss from Partnerships | P | 2000-01-01 | 2020-12-31 | $354,754 | $354,754 | $354,754 | |
| Captial Gains Distributions | P | 2000-01-01 | 2020-12-31 | $15,496 | $15,496 | $15,496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,699,509 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,467 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $27,467 | SubtotalAmt |
| Tax Based On Investment Income | $27,467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,576 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $71,576 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $44,109 | OverpaymentAmt |
| Applied To ES Tax | $44,109 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Manchester Capital Management | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059695670 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1157 Coast Village Road Ste A | AddressLine1Txt |
| City | Santa Barbara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| John F Swift | |||||||
| 1157 Coast Village Road Ste A | Santa Barbara | CA | 93108 | President/Chair | 7.50 | $0 | |
| Karen Swift | |||||||
| 1157 Coast Village Road Ste A | Santa Barbara | CA | 93108 | Treasurer | 3.00 | $0 | |
| Sonja Swift | |||||||
| 1157 Coast Village Road Ste A | Santa Barbara | CA | 93108 | Sect'y/VP | 3.00 | $63,383 | $6,998 |
| Jeannette Armstrong | |||||||
| 1157 Coast Village Road Ste A | Santa Barbara | CA | 93108 | Director | 3.00 | $0 | |
| Humberto Rios Labrada | |||||||
| 1157 Coast Village Road Ste A | Santa Barbara | CA | 93108 | Director | 3.00 | $0 | |
| Elaine Rasmussen | |||||||
| 1157 Coast Village Road Ste A | Santa Barbara | CA | 93108 | Director | 3.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alejandro Argumedo | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1157 Coast Village Road Ste A | AddressLine1Txt |
| City | Santa Barbara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Dir. Programs | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $101,000 | CompensationAmt |
| Employee Benefits | $4,551 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Manchester Capital Management LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1157 Coast Village Road Ste A | AddressLine1Txt |
| City | Santa Barbara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $243,940 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $59,916,059 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,238,870 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,154,929 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $61,154,929 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $917,324 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,237,605 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,011,880 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,011,880 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,467 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,467 | TotalTaxAmt |
| Distributable Before Adj | $2,984,413 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,984,413 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,984,413 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,403,858 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,403,858 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $4,403,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,984,413 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $198,419 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $620,371 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $818,790 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,403,858 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,984,413 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,419,445 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,238,235 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,238,235 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $198,419 | ExcessFromYear4Amt |
| Excess From Year1 | $620,371 | ExcessFromYear1Amt |
| Excess From Current Year | $1,419,445 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | John F Swift | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Swift Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1157 Coast Village Road Ste A | AddressLine1Txt |
| City | Santa Barbara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8059695670 | RecipientPhoneNum |
| Form And Info And Materials | No Specified Form | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None - Approval by the Board of Directors Required | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See Grant Statement | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1157 Coast Village Road Ste A | AddressLine1Txt |
| City | Santa Barbara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Grant Statement | GrantOrContributionPurposeTxt |
| Amt | $3,968,811 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,968,811 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Global Greengrants Fund | |||||||
| 2840 Wilderness Place Suite A | Boulder | CO | 80301 | N/A | PC | Land Stewardship | $325,500 |
| ACERT | |||||||
| 11430 Cedar Avenue | Hawthorne | CA | 90250 | N/A | PC | Protecting biological and cultural diversity of planet earth | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $335,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $921,680 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,699,509 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| Litigation Settlement | 18 | $83 | |||
| Partnership Income | 14 | -$209,661 | 900099 | -$21,826 | |
| PRI Interest | 14 | $15,225 | |||
| Refund | $5,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$21,826 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,426,836 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,410,010 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11d | LineNumberTxt |
| Relationship Statement | Refund of prepaid unrelated business tax. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit Fees | CategoryTxt |
| Amt | $32,840 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $32,840 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | See Corporate Bond Statement | BondNm |
| EOY Book Value | $3,381,337 | EOYBookValueAmt |
| EOYFMV | $3,381,337 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | See Stock Statement | StockNm |
| EOY Book Value | $34,421,162 | EOYBookValueAmt |
| EOYFMV | $34,421,162 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,344,616 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,344,616 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | See Other Investments Stmt | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $16,415,941 | BookValueAmt |
| EOYFMV | $16,415,941 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (10 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Accrued Income | $84,422 | $174,520 | $174,520 |
| Canticle Farm | $43,847 | $38,221 | $38,221 |
| Global Partnerships | $500,000 | $500,000 | $500,000 |
| MicroEnergy Credits | $12,500 | $12,500 | $12,500 |
| Native American Natural Foods, LLC | $94,005 | $294,091 | $294,091 |
| Persistent Energy Prtnrs LLC | $55,821 | $51,069 | $51,069 |
| Root Capital | $500,000 | $500,000 | $500,000 |
| RSF Social Finance - PRI Fund 02 | $387,418 | $211,563 | $211,563 |
| RSF Social Finance - PRI Fund 03 | $387,418 | $211,563 | $211,563 |
| Storytellers Foundation | $44,129 | $40,948 | $40,948 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR Fees | $15,245 | $15,245 | |
| Dues and Memberships | $2,002 | $2,002 | |
| Grant Software | $958 | $1,118 | |
| IT Expenses | $7,288 | $7,185 | |
| Office Expense | $6,147 | $3,749 | |
| Website/Other Expenses | $2,835 | $2,856 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Litigation Settlement | $83 | |
| Partnership Income | -$231,487 | -$209,661 |
| PRI Interest | $15,225 | $15,225 |
| Refund | $5,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book to Tax Difference | Desc |
| Amt | $50,938 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Excise Tax | Desc |
| BOY Book Value | $87,217 | BOYBookValueAmt |
| EOY Book Value | $191,574 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Guayaki Sust Rainforest Prod | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | N/A | InsiderRelationshipTxt |
| Balance Due | $1,855,000 | BalanceDueAmt |
| Note | 2017-01 | NoteDt |
| Loan Maturity | 2019-12 | LoanMaturityDt |
| Repayment Terms | Quarterly Payments | RepaymentTermsTxt |
| Interest | 6.0000 | InterestRt |
| Security Provided Borrower | N/A | SecurityProvidedBorrowerTxt |
| Loan Purpose | Line of Credit | LoanPurposeTxt |
| Lender Consideration | N/A | LenderConsiderationDesc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Consulting Fees | $53,137 | $0 | $0 | $55,886 |
| Contractors | $15,146 | $0 | $0 | $15,146 |
| Investment Management Fees | $411,455 | $411,455 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $24,042 | Amt |
| Net Investment Income | $24,042 | NetInvestmentIncomeAmt |
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