2019-11-15T12:34:33-08:00 2018-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2018-01-01 770559600 Swift Foundation co Manchester Capital Management SWIF 8059695670 1157 Coast Village Road Santa Barbara CA 93108 John F Swift President 2019-11-15 false Carol Duffield P01257136 4159830200 2018 2020-03-31 21:24:44Z X 60546157 X X 1252507 1252507 345014 13271567 345014 16661 33018 1614182 1630539 190038 186629 68249 67666 325 325 478365 464467 13898 38119 38119 101830 109464 103713 10612 90976 980639 513198 468958 2166074 2516074 3146713 513198 2985032 -1532531 1117341 2287741 2380426 2380426 2716 2716 2716 1750000 1750000 1750000 1750000 65786 80420 80420 7897508 7919678 7919678 35397011 28722924 28722924 2224864 2077027 2077027 11467987 15062460 15062460 2923515 2550506 2550506 64014412 60546157 60546157 48741 42930 1595000 1495000 62528 87216 1706269 1625146 X 61481152 58489660 826991 431351 62308143 58921011 64014412 60546157 62308143 -1532531 1658610 62434222 3513211 58921011 Sales of Publicly Traded Securities P 2000-01-01 2018-12-31 13194122 12926553 267569 267569 Realized Gain/Loss from Partnerships P 2000-01-01 2018-12-31 77445 77445 77445 345014 false 2717490 55982783 0.04854 904351 56018427 0.01614 2934215 55495320 0.05287 2668617 58698041 0.04546 2669233 58802434 0.04539 0.208415 0.041683 60939249 2540131 11173 2551304 2985032 X 11173 11173 11173 61047 61047 X 49874 49874 false false false false false true true false true true CA true false false false true true N/A Manchester Capital Management 8059695670 1157 Coast Village Road Ste A Santa Barbara CA 93108 false false false true false false false false false false false false false false false false false false false false false false false false false false false 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 0 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 Jen Astone 1157 Coast Village Road Ste A Santa Barbara CA 93108 Exec. Dir. 40.00 88028 16585 Galina Angarova 1157 Coast Village Road Ste A Santa Barbara CA 93108 Prgm. Officer 40.00 76000 8667 Manchester Capital Management LLC 1157 Coast Village Road Ste A Santa Barbara CA 93108 Investment Mgmt 256557 Boston Common Asset Management 200 State Street 7th Fl Boston MA 02109 Investment Mgmt 63011 59917364 1949894 0 61867258 0 61867258 928009 60939249 3046962 3046962 11173 11173 3035789 3035789 3035789 2985032 2985032 11173 2973859 3035789 41976 207200 249176 2985032 0 2985032 50757 50757 198419 0 198419 198419 John F Swift Swift Foundation 1157 Coast Village Road Ste A Santa Barbara CA 93108 8059695670 No Specified Form None None - Approval by the Board of Directors Required See Grant Statement 1157 Coast Village Road Ste A Santa Barbara CA 93108 PC See Grant Statement 2516074 2516074 Cultural Conservancy PO Box 29044 San Francisco CA 94129 N/A PC Land Stewardship 80000 GroundswellInternational 1215 Kearney St NE Washington DC 20013 N/A PC Global Networks 70000 Honor the Earth 607 Main Avenue Callaway MN 56521 N/A PC Visionaries & Innovations 40000 California FarmLink 303 Potrero Street Suite 29-201 Santa Cruz CA 95060 N/A PC Land Stewardship 35000 Arizona Community Foundation 2201 E Camelback Road Suite 405B Phoenix AZ 85016 N/A PC Land Stewardship 50000 Seventh Generation Fund PO Box 4569 Arcata CA 95518 N/A PC Land Stewardship 25000 CooperAccion Jr Rio de Janeiro 373 Jesus Maria Lima PE 11-Peru N/A PC Land Stewardship 35000 335000 14 1252507 18 345014 Excise Tax Provision 28407 Litigation Settlement 18 38 Partnership Income 900099 -9998 14 -21739 PRI Interest 14 17676 Refunds 2277 -9998 1593496 30684 1614182 11a Change in provision for excise tax. 11e Excise Tax Refund false false false false false false false false false false See Corporate Bond Statement 2077027 2077027 See Stock Statement 28722924 28722924 7919678 7919678 See Other Investments Stmt AT COST 15062460 15062460 Legal Fees 325 0 0 325 Accrued Income 45939 100995 100995 Beneficial Interest - CLT 826991 431351 431351 Canticle Farm 59985 51258 51258 Global Partnerships 500000 500000 500000 MicroEnergy Credits 12500 12500 12500 Native American Natural Foods, LLC 94005 71250 71250 Persistent Energy Prtnrs LLC 55821 55821 55821 Root Capital 500000 500000 500000 RSF Social Finance - PRI Fund 02 387418 389350 389350 RSF Social Finance - PRI Fund 03 387418 389350 389350 Storytellers Foundation 53438 48631 48631 ADR Fees 10612 10612 Dues and Memberships 48158 48158 Grant Software 5000 5000 Office Expense 36780 36226 Website/Other Expenses 3163 1592 Excise Tax Provision 28407 Litigation Settlement 38 Partnership Income -31737 15342 PRI Interest 17676 17676 Refunds 2277 Change in value of Split Interest Trust 143578 Prior Year's Audit Adjustments 1515032 Deferred Excise Tax 62528 87216 Guayaki Sust Rainforest Prod N/A 1750000 2017-01 2019-12 Quarterly Payments 6.0000 N/A Line of Credit N/A Consulting Fees 13898 0 0 13898 Impact Investing/PRI Fees 16164 16164 0 0 Investment Management Fees 448303 448303 0 0 Foreign Taxes 38119 38119