2020-11-12T06:57:35-08:00 2020-06-30 010416389 Nickerson PA PO Box 211 Belfast ME 04915 990PF 2019-07-01 341504501 Robert and Patricia Switzer Foundation ROBE 2073385654 PO Box 293 Belfast ME 04915 Sarah Reed Executive Director 2020-11-12 true Michael L Nickerson CPA MSFP P01232716 2073382770 2019 2021-04-22 16:20:28Z X 18324720 X X 328651 328651 328651 -298704 17916739 29947 328651 328651 113921 113921 101094 101094 28802 28802 799 799 24247 24247 171318 74122 97196 26177 5718 20459 12305 12305 119378 119378 795 795 31109 3119 27990 629945 82959 546986 312818 312818 942763 82959 859804 -912816 245692 328651 877279 823774 823774 27640 20760 20760 2980920 2782546 2909177 10952206 10204178 12095245 2206832 2284518 2410503 65261 65261 65261 9902 9902 17110138 16181037 18324720 2573 2760 150000 150000 34000 53645 3173 206218 189933 X 16903920 16903920 15991104 17110138 16181037 16903920 -912816 15991104 15991104 (See attached) Pershing #000 P 2000-01-02 2019-07-31 314959 311935 3024 3024 (See attached) Pershing #234 P 2000-01-02 2019-07-31 107741 106380 1361 1361 (See attached) Pershing #242 P 2000-01-02 2019-07-31 406795 426540 -19745 -19745 (See attached) Pershing #000 P 2000-01-02 2019-08-31 64200 64067 133 133 (See attached) Pershing #242 P 2000-01-02 2019-08-31 848673 894023 -45350 -45350 (See attached) Pershing #000 P 2000-01-02 2019-09-30 105870 105191 679 679 (See attached) Pershing #234 P 2000-01-02 2019-09-30 85242 85419 -177 -177 (See attached) Pershing #242 P 2000-01-02 2019-09-30 151025 160377 -9352 -9352 (See attached) Pershing #000 P 2000-01-02 2019-10-31 122458 120023 2435 2435 (See attached) Pershing #234 P 2000-01-02 2019-10-31 49903 49306 597 597 (See attached) Pershing #242 P 2000-01-02 2019-10-31 129479 118246 11233 11233 (See attached) Pershing #000 P 2000-01-02 2019-11-30 90421 88455 1966 1966 (See attached) Pershing #234 P 2000-01-02 2019-11-30 61414 59350 2064 2064 (See attached) Pershing #242 P 2000-01-02 2019-11-30 568172 515226 52946 52946 (See attached) Pershing #000 P 2000-01-02 2019-12-31 1582791 1577232 5559 5559 (See attached) Pershing #234 P 2000-01-02 2019-12-31 826989 822591 4398 4398 (See attached) Pershing #242 P 2000-01-02 2019-12-31 6192802 6311261 -118459 -118459 (See attached) Pershing #000 P 2000-01-02 2020-01-31 293713 288841 4872 4872 (See attached) Pershing #242 P 2000-01-02 2020-01-31 88344 59924 28420 28420 (See attached) Pershing #000 P 2000-01-02 2020-02-28 117141 114133 3008 3008 (See attached) Pershing #234 P 2000-01-02 2020-02-28 80432 78018 2414 2414 (See attached) Pershing #242 P 2000-01-02 2020-02-28 587196 583549 3647 3647 (See attached) Pershing #000 P 2000-01-02 2020-03-31 155799 151113 4686 4686 (See attached) Pershing #234 P 2000-01-02 2020-03-31 789878 747616 42262 42262 (See attached) Pershing #242 P 2000-01-02 2020-03-31 1186958 1394909 -207951 -207951 (See attached) Pershing #242 P 2000-01-02 2020-04-30 509232 618289 -109057 -109057 (See attached) Pershing #000 P 2000-01-02 2020-05-31 81834 78515 3319 3319 (See attached) Pershing #234 P 2000-01-02 2020-05-31 50939 50112 827 827 (See attached) Pershing #242 P 2000-01-02 2020-05-31 501296 552673 -51377 -51377 (See attached) Pershing #000 P 2000-01-02 2020-06-30 203268 197118 6150 6150 (See attached) Pershing #242 P 2000-01-02 2020-06-30 1550298 1485011 65287 65287 Capital Gain Dividends 11477 -298704 false 1020041 18217017 0.05599 890593 18566634 0.04797 863725 17464883 0.04946 986695 17222638 0.05729 971924 18574645 0.05233 0.263032 0.052606 18001743 947000 2457 949457 859804 4914 4914 4914 14733 14733 9819 4920 4899 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 Linda Switzer Clopton 7950 Valentine Ave Sebastopol CA 95472 Trustee 2.00 0 Laura Meyerson 9 East Alumni Avenue Kingston RI 02881 Trustee 2.00 0 Joe Aldy Mail Box 57 79 JFK Street Cambridge MA 02138 Board Chair 2.00 0 Rachel Morello-Frosch 2218 San Pablo Avenue Berkeley CA 94702 Trustee 2.00 0 Scott Fruin 1540 Alcazar St CHP 236 Los Angeles CA 90023 Trustee 2.00 0 Bruce Kahn 1350 Ave of the Americas New York NY 10019 Trustee 2.00 0 Sarah Reed 623 E Plum St Fort Collins CO 80524 Executive Direc 36.00 112503 5030 Elizabeth Martin 204 Providence Mine Rd Ste 214 Nevada City CA 95959 Trustee 2.00 0 NONE NONE 18042093 233788 0 18275881 0 18275881 274138 18001743 900087 900087 4914 4914 895173 895173 895173 859804 859804 859804 895173 56296 140456 859 130332 327943 859804 0 859804 35369 35369 292574 0 20927 271647 140456 859 130332 Erin Lloyd Program Director PO Box 293 Belfast ME 049150293 2073385654 erin@switzernetwork.org A Grant Proposal must be collaboratively formulated with a Switzer Fellow, followed by direct phone / email contact with the Switzer Foundation to summarize the project. A written Concept Letter will then be required to be submitted. (See attached Leadership Application Procedures and Guidelines) March 1st & October 1st 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 a Leadership Grant Program project. The key criteria of the proposal are:1. The project is relevant to a current and critical environmental issue.2. The project advances the professional career of the Switzer Fellow.3. The project and the Switzer Fellow will help build the capacity of the Organization.One-year grants of up to $40,000 are made to qualified applicants.(See attached Leadership Application Procedures and Guidelines) Erin Lloyd Program Director PO Box 293 Belfast ME 049150293 2073385654 erin@switzernetwork.org Each applicant must complete an online application process provided by the Foundation. Include with the online application, and in a prescribed uploadable format, a 2-3 page original essay, two professional letters of recommendation, a current resume, most current graduate academic transcripts, an outline of the planned course of study, and evidence of financial need where applicable. (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, or Deferred Action for Childhood Arrivals (DACA)recipient. Applicants must be enrolled in an accredited graduate institution ONLY in California or New England, have strong academic qualifications, and have academic and career goals focused on environmental improvement, regardless of the school, major, or program in which they are enrolled. Environmental Fellowship applications will be reviewed using the following criteria:*Environmental Commitment, Clarity of Purpose, and Career Goals*Leadership Capacity*Innovative Problem-Solving*Applied and Interdisciplinary Focus*Collaboration and Engagement*Social Equity Awareness and Experience*Communication and Critical Thinking(See attached Fellowship Application Procedures and Guidelines) Erin Lloyd Program Director PO Box 293 Belfast ME 049150293 2073385654 erin@switzernetwork.org A preliminary telephone conversation with the Executive Director or Program Director is advised before submitting a written request. Requests for Professional Development Grants may be made to the Robert and Patricia Switzer Foundation at any time, and an online Application Form is provided.Written requests need not be more thatn 1-2 pages, listing the Fellow's name and contact information, their title and employer, the general responsibilities of their current position, and a description of the specific professional development opportunity for which funds are being sought. Include an explanation of how the opportunity will advance the Fellow's career, and the cost of the professional development opportunity along with the funds sought from the Foundation. Indicate also the degree to which the Fellow or their Organization will fund the Fellow's participation, and any other sources of funding available. (See attached Professional Development Fund Application Procedures and Guidelines) No Deadline Awards are made to Switzer Fellows who have completed their fellowship year, and who are professionally employed or continuing their graduate studies that focus on improvement of environmental quality and conditions.(See attached Professional Development Fund Application Procedures and Guidelines) Erin Lloyd Program Director PO Box 293 Belfast ME 04915 2073385654 erin@switzernetwork.org 1. Contact the Foundation - Interested Switzer Fellows should send a short description of the concept to staff. Describe how you would like to use and tap the Switzer Fellowship Network to advance progress on an issue, project or policy initiative in which you are engaged.2. Reach out to the Switzer Network - Prepare a brief outline of your idea and the kinds of input you are seeking from other Fellows to be posted to the Switzer Blog and the listserve.3. Evaluate Switzer Network input and refine your idea - Once you have had a chance to engage Fellows and review Network input to your idea, you may wish to revise or expand your idea to include additional Fellows and strategies. After the review, you may be invited to submit your concept as a full application.4. Submit Application - Once your concept is ready for development of a proposal to the Switzer Foundation, an application may be prepared and submitted. Along with a Proposal cover sheet should be included a narrative outlining pr No Deadline The Switzer Network Innovation Grants Program Grants can address any environmental issue(s), particularly those with specific targeted outcomes in science and policy.All Switzer Fellows, current or past, are eligible to apply for Network Innovation funding through their own organizations or with a strategic organizational partner.The proposed project must involve at least two Fellows, with one Fellow designated as project lead.Fellows must engage the Switzer Network for feedback on, or engagement in, the project.(See attached Network Innovation Grants Application Procedures and Guidelines) Fellowship Program Grants 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. 150000 Professional Development Grants See attached Belfast ME 04915 N/A N/A Grants are made for the professional development of Fellowship Alumni only. 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) 11118 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) 1700 162818 Fellowship Program Grants 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. 150000 150000 14 328651 18 -298704 29947 29947 false false false false false false false false false false Accounting Fees 19679 0 0 19679 Audit Fees 4568 0 0 4568 General Explanation Supplemental Information for Form 990-PF FELLOWSHIP GRANT PROGRAM OPERATIONAL CHANGE:In October of 2019 the Foundation modified the eligibility requirements of its Fellowship Grant Program. Originally, this Grant Program limited eligible applicants to United States citizens, but this requirement was expanded to include United States permanent residents and Deferred Action for Childhood Arrivals (DACA) recipients. The Foundation believes that expanding the pool of eligible applicants is consistent with its commitment to foster equity and justice across all programs and operations. This includes broadening the representation of varied social, cultural, racial, and economic backgrounds within the Fellowship Grant Program, and removing structural barriers to adress historical disadvantages for traditionally underrepresented groups, while providing leadership towards creating an inclusive community within the environmental field. Pershing NA9-021000 1007276 1036837 Pershing NA9-020234 1277242 1373666 New Energy Capital Infrastructure Fund 266707 269082 Alternative Inv Sustainability #201703 750000 817575 Summit Partners Sustainable Opp Fnd 350000 668103 SJF Ventures Fund IV 162038 170005 Pershing NA9-020242 8050433 9544970 MCE Social Capital 250000 250000 Alternative Inv Sustainability #201907 375000 375510 1905291 2005248 877255 903929 Ecosystem Integrity Fund AT COST 65261 65261 Furniture and Fixtures 1082 1082 Machinery and Equipment 8820 8820 Legal Fees 799 0 0 799 United States SBA 34000 34000 2020-04 2020-06 Foregiven if conditions met Unsecured Paycheck Protection Program Cash 34000 Bank Charges 32 32 Education 1916 1916 Insurance (Office) 1655 1655 Insurance (Workers Comp) 714 714 Investment Transaction Fee 3119 3119 Membership Fees 2865 2865 Miscellaneous Expense 239 239 Office Expense 6514 6514 Telecommunications 2602 2602 Website 11453 11453 Payroll Liabilities 53645 3173 AdminTech Non-Program Consultants 7242 0 0 7242 Communications Consultants 24727 0 0 24727 Consultant Expenses 1188 0 0 1188 Event Planner 23762 0 0 23762 Fellowship Program Consultant 20200 0 0 20200 Invest Transaction/Advisor Fee 14122 14122 0 0 Portfolio Advisor Fees 60000 60000 0 0 Special Project Consultant 17715 0 0 17715 Various Professional Fees 2362 0 0 2362 Excise Taxes Paid (Refund) 3692 3692 Foreign Taxes 5718 5718 Payroll Taxes 16767 16767