2025-11-17T16:59:39-08:00 2024-12-31 371420474 Fontanello Duffield & Otake LLP 111 Pine Street Suite 1750 San Francisco CA 94111 990PF 2024-01-01 833505984 The Swaha Foundation SWAH 3035964283 PO Box 2214 Boulder CO 80306 Julie Goldstein President 2025-11-17 true true Erik Satow P01410341 4159830200 2024 2025-03-06 01:10:19Z X 17778886 X X 318832 318832 354508 2438614 354508 141135 42237 814475 715577 80738 80738 495 495 61731 61731 672 41510 41510 3974 1237 2737 189120 62968 125480 466816 466816 655936 62968 592296 158539 652609 223974 368638 368638 618174 638538 638538 736493 778442 778462 16289803 15864050 15864050 100000 129198 129198 17968444 17778866 17778886 7065 17 7065 17 X 17961379 17778849 17961379 17778849 17968444 17778866 17961379 158539 18119918 341069 17778849 Sales of Publicly Traded Securites P 2000-01-01 2024-12-31 2438614 2000071 438543 438543 Realized Gain/Loss from Partnerships P 2000-01-01 2024-12-31 84035 -84035 -84035 354508 9071 9071 9071 X 26 9097 0 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 false false 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 40.00 80738 NONE NONE Citizen Potawatomi CDC 115000 115000 13240998 180523 4524685 17946206 0 17946206 269193 17677013 883851 883851 9071 9071 874780 874780 874780 592296 115000 707296 874780 690402 707296 690402 0 16894 857886 X Pathfinders 6550 Camp Bowie Blvd Suite 111 Fort Worth TX 76116 N/A PC General Support 500 Girl Rising 28 Verandah Place Brooklyn NY 11201 N/A PC General Support 51000 Conservation Colorado Education Fun 1536 Wynkoop Street Suite 510 Denver CO 80202 N/A PC General Support 30000 Neshama Center PO Box 8064 Aspen CO 81612 N/A PC General Support 180 Moving Traditions 8380 Old York Road Suite 4300 Elkins Park PA 19027 N/A PC General Support 5000 Independence Pass Fund PO Box 1700 Aspen CO 81612 N/A PC General Support 500 English in Action PO Box 4856 Basalt CO 81621 N/A PC General Support 5000 Sounds True Foundation 413 S Arthur Ave Louisville CO 80027 N/A PC General Support 500 Protect Our Winters 4676 Broadway Street Boulder CO 80304 N/A PC General Support 500 Watershed School 1661 Alpine Avenue Boulder CO 80304 N/A PC General Support 110436 Cambodian Children's 2309 Santa Monica Blvd PMB 833 Santa Monica CA 90404 N/A PC General Support 1200 Free Flow Foundation PO Box 50153 Jacksonville Beach FL 32240 N/A PC General Support 5000 Girl Ventures 119 Filbert Street Oakland CA 94607 N/A PC General Support 50000 Style Her Empowered 304 S 1200 E Salt Lake City UT 84102 N/A PC General Support 50000 Thorne Nature Experience 1466 63rd St Boulder CO 80303 N/A PC General Support 25000 Friendship Bridge 1105 Spruce St Boulder CO 80302 N/A PC General Support 25000 Aspen Community Foundation 455 Gold Rivers Ct Ste 515 Basalt CO 81621 N/A PC General Support 2500 Queer Asterisk 1575 Franklin Street Denver CO 80218 N/A PC General Support 5000 Amplify Girls Inc 228 Park Ave S Suite 34731 New York NY 10003 N/A PC General Support 50000 ByKids 330 West End Avenue 7A New York NY 10023 N/A PC General Support 10000 Boulder JCC 6007 Oreg Ave Boulder CO 80303 N/A PC General Support 1000 Rios to Rivers 1280 Ute Avenue Ste 4 Aspen CO 81611 N/A PC General Support 2500 Outdooraafro 1999 Harrison St 18th Floor PMB 244 Oakland CA 94612 N/A PC General Support 1000 Shanti Bhavan 12819 SE 38th St 48 Bellevue WA 98006 N/A PC General Support 35000 466816 14 318832 18 354508 Partnership Income 900099 -408 14 41856 Return of Capital 18 99687 -408 814883 814475 false false false false false false false false false false Bank Of America C Var 28 Due 11/10/28 52446 52466 Equinix Inc 1.55% 3/15/28 45255 45255 Pfizer Inc 2.625% 4/1/30 36059 36059 African Dev BK4.125% 27F Due 02/25/27 45413 45413 Univ CA 3.159% 5/15/25 19986 19986 NextEra Energy CA 1.9% 6/15/28 45273 45273 JP Morgan Chase VAR 25 8/9/25 51647 51647 Interntnl Bk 4.5% 4/10/31 25199 25199 Interntnl FIN 2.125% 26F 4/7/26 48808 48808 Wells Fargo & Co Var 26 8/15/26 60148 60148 Air Products And 4.85%34 Due 02/08/34 39835 39835 Intel Corp 4.15% 32 8/5/32 36966 36966 Comcast Corp 4.65% 33 2/15/33 58946 58946 Inter Amern Dev 3.5% 33F 4/12/33 37245 37245 American Express 4.05 % Due 3/3/29 39228 39228 Asian Infrastr4.125% 29F Due 01/18/29 55394 55394 Kreditanstalt Fur Wiederaufbau1% 10/1/26 4734 4734 Prologis LP 1.25 % 10/15/30 41036 41036 The Goldman Sachs Var 06/15/27 34824 34824 87007 87007 551531 551531 Allign Impact Fund II, LP AT COST 380899 380899 Align TMIF II Access Fund LP AT COST 470777 470777 Greenbacker Renewable Energy Class PI AT COST 108287 108287 Rose Affordable Housing V LP AT COST 370526 370526 SJF Ventures Fund V LP AT COST 116967 116967 Sonen Global Sustainable LLC AT COST 123009 123009 UP Fund LP AT COST 32039 32039 Calvert Impact CA 1.5% 3/15/24 AT COST 249234 249234 Achieve Partners Workforce Fund AT COST 827541 827541 CIM Enterprise Loan Fund LP AT COST 667283 667283 Colorado Enterprise Fund AT COST 250000 250000 Founders First Capital Partners AT COST 99997 99997 HCAP Partners V AT COST 184531 184531 Rethink Education III AT COST 250925 250925 Windsail Credit QP Fund AT COST 128935 128935 Zeal Capital Partners Fund I AT COST 216245 216245 Greenbacker Renewable Energy Class SF AT COST 565963 565963 City Light Impact Ventures IV AT COST 226598 226598 Vital Farmland REIT AT COST 49216 49216 Calvert Impact CA 5.0% 3/15/29 AT COST 244801 244801 iShares Esg Aware MSCI EAFE, 2,592 Sh FMV 197355 197355 iShares Esg Aware MSCI USA, 8960.2101 Sh FMV 1154254 1154254 Nuveen ESG Emerging Mkt, 18,890 Sh FMV 548188 548188 Nuveen ESG Mid Cap, 3,673 Sh FMV 127857 127857 Nuveen ESG Small Cap, 19,521 Sh FMV 817579 817579 Calvert Equity I, 8,597.06 Sh FMV 797377 797377 Calvert International, 32,301.682 Sh FMV 949669 949669 Calvert Mid Cap, 9,650.105 Sh FMV 441685 441685 Calvert Small Cap, 22,551.9890 Sh FMV 833070 833070 Calvert US Large Cap Core, 26,456.482 Sh FMV 1334201 1334201 DFA Em Mkts, 27,777.218 Sh FMV 261661 261661 DFA Intl Sustainability, 74,475.999 Sh FMV 929460 929460 Versus Cap Multi-Man, 4,563.98 Sh FMV 111954 111954 Iroquois Valley Farmland, 1,335.087 Sh FMV 156205 156205 Invesco MSCI Sustainable, 10,885.3567 Sh FMV 440170 440170 JPMorgan Ultra Short Income ETF FMV 599856 599856 iShares ESG Aware MSCI EM ETF, 2,549 Sh FMV 85111 85111 Impax Global Environment, PGINX FMV 514625 514625 Legal Fees 495 0 0 495 Bank Fees 1237 1237 Dues & Membership 140 140 Filing Fees 75 75 Miscellaneous Expenses 465 465 Payroll Fees 1459 1459 Postage, Mailing Service 184 184 Subscriptions 264 264 Website 150 150 Partnership Income 41448 42237 Return of Capital 99687 Investment Advisor Fees 61731 61731 0 0 Excise Tax 672