2025-11-16T14:01:28-06:00 2024-12-31 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990PF 2024-01-01 411925844 SWAN FAMILY FOUNDATION SWAN 8887304933 90 SOUTH 7TH STREET 11TH FL MAC N9 MINNEAPOLIS MN 55402 - PRESIDENT 8887304933 2025-10-18 true true LAURA B STROBEL P01271955 4123556000 2025-10-18 X 2024 2025-03-06 01:10:19Z X 1381866 X 27028 25503 11162 85070 11162 0 38190 36665 0 0 0 0 0 0 0 0 0 2350 0 0 2350 1972 1972 0 0 1585 452 0 0 0 0 0 0 0 71 46 25 5978 2470 0 2375 66750 66750 72728 2470 0 69125 -34538 34195 0 232 232 8918 22965 22965 0 0 0 837629 788256 1358669 846547 811453 1381866 0 X 846547 811453 846547 811453 846547 811453 846547 -34538 3 812012 559 811453 2004.955 BLACKROCK DEV R/E INDEX-K 1921 2024-02-28 18165 18467 -302 -302 139. ISHARES CORE MSCI EAFE ETF 2015-12-28 2024-02-28 9964 7615 2349 2349 1251.737 BOSTON P LNG/SHRT RES-INS 7015 2024-02-28 17324 18620 -1296 -1296 122. VANGUARD FTSE EMERGING MARKETS ETF 2022-12-28 2024-02-28 4995 4774 221 221 181.324 VIRTUS KAR SMALL-CAP CORE-R6 #2442 2023-04-27 2024-02-28 10000 8267 1733 1733 348. AIA GROUP LTD-SP ADR 2017-06-28 2024-06-27 9444 10308 -864 -864 20. ISHARES CORE S & P 500 ETF 2019-04-17 2024-06-27 10960 5857 5103 5103 CAPITAL GAIN DIVIDENDS P 4218 CAPITAL GAIN DIVIDENDS P 4218 CAPITAL GAIN DIVIDENDS P 4218 CAPITAL GAIN DIVIDENDS P 4218 CAPITAL GAIN DIVIDENDS P 4218 CAPITAL GAIN DIVIDENDS P 4218 CAPITAL GAIN DIVIDENDS P 4218 11162 475 0 475 0 475 687 0 0 687 0 212 212 0 false false false false false false false true true MN true false false false false true N/A WELLS FARGO BANK NA 8887304933 100 N MAIN ST MAC D4001-117 WINSTON SALEM NC 27101 false false false false false false false false false false false false false false false false false false false false false ESTHER L SWAN 5405 PINEDALE HEIGHTS DRIVE RAPID CITY SD 57702 PRESIDENT 1 0 NANCY SWAN IHLE 3052 LOCH MEADOW CT SOUTHLAKE TX 76092 SECRETARY 1 0 J ALAN SWAN 1681 KERLSEY CIRCLE LAKE MARY FL 32746 TREASURER 1 0 NONE 0 NONE 0 1329856 14004 0 1343860 0 0 1343860 20158 1323702 66185 66185 475 475 65710 0 65710 0 65710 69125 0 0 0 0 69125 65710 49632 0 0 0 0 0 0 0 69125 49632 0 0 19493 0 0 0 0 0 0 0 0 46217 0 0 0 0 0 0 0 0 NONE NONE X CRAZY HORSE MEMORIAL FOUNDATION 12151 AVENUE OF THE CHIEFS RAPID CITY SD 57730 NONE PC GENERAL SUPPORT 1500 CHAMBER MUSIC FESTIVAL OF THE BLACK HILLS 3213 WEST MAIN ST 209 Rapid City SD 57702 NONE PC GENERAL SUPPORT 5000 SHRINERS HOSPITAL 2900 ROCKY POINT DRIVE TAMPA FL 33607 NONE PC GENERAL SUPPORT 25000 ST OLAF COLLEGE 1520 SAINT OLAF AVE NORTHFIELD MN 550571574 NONE PC GENERAL SUPPORT 17500 ST OLAF TOUCHDOWN CLUB 1681 KERSLEY CIR LAKE MARY FL 32746 NONE PC GENERAL SUPPORT 3750 BLACK HILLS AREA COMMUNITY FDN PO BOX 231 RAPID CITY SD 57709 NONE PC GENERAL SUPPORT 1000 UCP OF CENTRAL FLORIDA 1221 W COLONIAL DRIVE ORLANDO FL 32804 NONE PC GENERAL SUPPORT 2000 DELTA DELTA DELTA FOUNDATION 14951 DALLAS PKWY STE 500 DALLAS TX 752546893 NONE PC GENERAL SUPPORT 1000 LONGHORN FOUNDATION 201 MAIN ST STE 3200 FORT WORTH TX 761023134 NONE PC GENERAL SUPPORT 10000 66750 14 27028 18 11162 38190 38190 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 2350 2350 SEE ATTACHED AT COST 788256 1358669 PY RETURN OF CAPITAL ADJ 467 MUTUAL FUND TIMING ADJ 92 FILING FEE/STATE TAX 25 0 25 INVESTMENT EXPENSES - ADR FEES 46 46 0 ROUNDING 3 WF AGENT FEES 1972 1972 FOREIGN TAXES 387 387 0 OTHER TAXES 197 0 0 FEDERAL TAX PAYMENT - PRIOR YE 250 0 0 FEDERAL ESTIMATES - PRINCIPAL 686 0 0 FOREIGN TAXES ON NONQUALIFIED 65 65 0