2016-10-26T11:35:39-07:00 2016-06-30 Nickerson PA PO Box 211 Belfast ME 049150211 990PF 2015-07-01 341504501 Robert and Patricia Switzer Foundation ROBE 2073385654 PO Box 293 Belfast ME 04915 Lissa Widoff Executive Director 2016-10-26 true Michael L Nickerson CPA MSFP P01232716 2073382770 2015 2017-02-10 21:41:12Z X 17099814 X 600 X 87 87 87 193877 193877 193877 686300 22253231 686300 479 129 880993 880264 194443 67469 67469 95826 95826 41539 41539 5920 5920 213353 111701 101652 25548 25548 1167 1167 11179 11179 172501 172501 6359 6359 33218 33218 674079 111701 1167 561211 418170 433170 1092249 111701 1167 994381 -211256 768563 193276 497911 683633 683633 15138 14276 14276 3035928 2991577 3045960 10221048 10410914 10533986 3336351 2782092 2820177 11200 9417 2950 1783 1782 17109326 16884275 17099814 1615 2820 165000 150000 166615 152820 X 16942711 16731455 16942711 16731455 17109326 16884275 16942711 -211256 16731455 16731455 4,682.901u MFS Global Equity Fund - I P 2000-01-02 2015-07-01 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109162 109162 Perritt Micro Cap Opportunity Fund P 2015-12-31 2016-05-05 1027 1027 1027 31,087.5u Perritt Micro Cap Opportunity Fund P 2000-01-02 2016-05-05 966727 904744 61983 61983 (See attached) RSFP #1043699 P 2000-01-02 2015-12-31 7293349 7293349 (See attached) RSFP #1043699 [Capital Gain Dist] P 2015-07-01 2015-12-31 4674 4674 4674 (See attached) RSFP #1043699 [Capital Gain Dist] P 2000-01-02 2016-06-30 234242 234242 234242 (See attached) Breckenridge 2 #1044989 P 2015-07-01 2015-12-31 838664 840697 -2033 -2033 (See attached) Breckenridge 2 #1044989 P 2000-01-02 2016-06-30 677749 692685 -14936 -14936 (See attached) Walthausen #1043723 P 2015-07-01 2015-12-31 991342 1025549 -34207 -34207 (See attached) Walthausen #1043723 P 2000-01-02 2016-06-30 218982 191213 27769 27769 (See attached) Parametric #1047711 P 2015-07-01 2015-12-31 809667 808760 907 907 (See attached) Walden #1047712 P 2015-07-01 2015-12-31 1880293 1895740 -15447 -15447 (See attached) BNY Mellon #BQFF52183302 P 2015-07-01 2015-12-31 330000 357498 -27498 -27498 (See attached) BNY Mellon #BQFF52183302 P 2015-07-01 2015-12-31 12943 13327 -384 -384 (See attached) Breckenridge #1044770 P 2015-07-01 2015-12-31 723385 723538 -153 -153 (See attached) Breckenridge #1044770 P 2000-01-02 2016-06-30 423890 427805 -3915 -3915 686300 -53475 false 971924 18574645 0.05233 1011028 18834777 0.05368 895225 17485656 0.05120 996599 16882524 0.05903 965655 17384343 0.05555 0.271780 0.054356 17222638 936154 7686 943840 994381 X 7686 7686 7686 13120 13120 5434 5434 false false false false false false false false true true ME true false false false false true www.switzernetwork.org Lissa Widoff 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 false false false false Carol Tucker One Congress Street Boston MA 01609 Trustee 2.00 0 Adrienne Alvord 500 12th St Ste 340 Oakland CA 94607 Trustee 2.00 0 Joe Aldy Mail Box 57 79 JFK Street Cambridge MA 02138 Trustee 0.00 0 Margaret Rubega North Eagleville Rd U-3034 Storrs CT 06269 Trustee 2.00 0 Jessica Switzer 388 Market St Ste 1400 San Francisco CA 94111 Trustee 2.00 0 Bruce Kahn 1350 Ave of the Americas New York NY 10019 Trustee 2.00 0 Lissa Widoff PO Box 293 Belfast ME 04915 Executive Direc 32.00 67469 2600 Jennifer Sokolove 101 Montgomery St Ste 850 San Francisco CA 94104 Trustee 2.00 0 Elise Switzer 6 Valerie Lane Napa CA 94558 Trustee 2.00 0 NONE NONE 17208220 260634 16058 17484912 0 17484912 262274 17222638 861132 861132 7686 7686 853446 479 853925 853925 994381 994381 7686 986695 853925 86826 162827 83680 82342 56296 471971 994381 0 853925 140456 612427 0 86826 525601 162827 83680 82342 56296 140456 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) January 10th Awards are restricted to individuals that are a U.S. citizen, 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:*Demonstrated Leadership Experience and Potential*Applied Focus*Innovative, Creative Approaches*Career Goals and Commitment*Communication and Critical Thinking*Prior work and volunteer experience in an environmental field(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 Officer 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) Lissa Widoff Executive Director PO Box 293 Belfast ME 04915 2073385654 lissa@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 Grant 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) 12743 Union of Concerned Scientists 100 Market St Ste 204 Portsmouth NH 03801 N/A N/A Union of Concerned Scientists general support. 55 California Institute for Rural Stud PO Box 1047 Davis CA 95617 N/A NC Leadership Grant (See attached) 15000 Environmental Grantmakers Associati 474 Riverside Drive Ste 902 New York NY 10115 N/A N/A To support EGA educational programs. 3472 Audubon South Carolina 190 King St Charleston SC 29456 N/A NC Leadership Grant (See attached) 40000 SkyTruth PO Box 3283 Shepherdstown WV 25443 NC Network Innovation Grant - Provide support to SkyTruth and Switzer Fellows to analyze the increased footprint of fracking on the WV landscape while documenting chemical risks and exposures to sensitive sites and sharing the resulting maps and data with key contstituencies. 40000 North American Assn for Environment 272 Hibiscus Ave Lauderdale by Sea FL 33308 N/A NC Network Innovation Grant - Anecdotes to Evidence: Demonstrating the Impact of Environmental Education 4000 South Yuba River Citizens League 313 Railroad Ave Nevada City CA 95959 N/A NC Sponsorship of environmental film festival. 500 Confluence Philanthropy 475 Riverside Drive Ste 900 New York NY 10115 N/A NC Program support in addition to membership. 1500 Bipartisan Policy Center 1225 I Street NW Ste 1000 Washington DC 20005 N/A NC To support the work of the Bipartisan Policy Center. 500 East Yard Communities for Envirn Ju 113 Hester Street New York NY 10002 N/A NC Ad sponsorship on behalf of Martha Matsuoka's environmental justice work. 400 268170 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 87 14 193877 18 686300 Miscellaneous Income 1 129 880393 880393 false false false false false false false false false false Accounting Fees 2585 0 0 2585 Audit Fees 3335 0 0 3335 Computer SYSCUSTDT01 2011-07-05 998 700 SL 0.2000 200 Computer SYSCUSTDT01 2011-07-05 998 700 SL 0.2000 200 Lenovo ThinkPad T520 2011-07-05 1298 910 SL 0.2000 260 Computer Server & Periph. 2014-06-23 2536 570 SL 0.2000 507 Vanguard Short-term Bond Index Fund 427857 427862 Breckenridge - Corporate & Foreign Bonds 221015 224568 Breckenridge - Corporate Obligations 1242906 1273257 Breckenridge II - Corp & Foreign Bonds 221359 222330 Breckenridge II - Corporate Obligations 668955 672160 Walden Social Equity Fund Walden Small Cap Innovations Fund 1413534 1405793 MFS Global Equity Fund 1171946 1388967 Perritt Micro Cap Opportunities Fund Snow Capital Opportunity Fund Delaware Emerging Markets Fund Boston Common International Fund 2778144 2556268 Walthausen Investments 1332874 1365461 Johcm Int'l Small Cap 751341 741066 Brown Sustainable Growth 715000 730474 Walden Private Security 1251105 1296333 RBC Emerging Markets 330000 376881 Parametric 666970 672743 1366278 1378354 1625299 1667606 Furniture and Fixtures 1082 1082 Machinery and Equipment 10118 8335 1783 1782 Bank Charges 16 16 Education 1241 1241 Insurance (Office) 2056 2056 Insurance (Workers Comp) 818 818 Membership Fees 3175 3175 Office Expense 11545 11545 Telecommunications 2637 2637 Website 11730 11730 Miscellaneous Income 129 AdminTech Non-Program Consultants 30363 0 0 30363 Communication Training Consultant 375 0 0 375 Communications Consultants 48834 0 0 48834 Consultant Expenses 800 0 0 800 Fellowship Program Consultant 20100 0 0 20100 Investment Management Fees 61647 61647 0 0 Portfolio Advisor Fees 50054 50054 0 0 Various Professional Fees 1180 0 0 1180 Excise Taxes Paid 13120 13120 Payroll Taxes 12428 12428