ROBERT AND PATRICIA SWITZER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND PATRICIA SWITZER FOUNDATION (EIN 34-1504501)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-01-10
- IRS object ID
- 202210109349100756
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Mortgages And Notes Payable Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-10T09:24:12-08:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472433079 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MTA Accounting PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 High St | AddressLine1Txt |
| City | Belfast | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341504501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert and Patricia Switzer Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 2073385654 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 293 | AddressLine1Txt |
| City | Belfast | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04915 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sarah Reed | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2022-01-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Sarah | PersonFirstNm |
| Person Last | Reed | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael L Nickerson CPA MSFP | PreparerPersonNm |
| PTIN | P01232716 | PTIN |
| Phone | 2073382770 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,773,791 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $34,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $453,894 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $453,894 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,114,769 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,927,637 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,114,769 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $30 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $30 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,602,693 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,568,693 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $102,163 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $102,163 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $111,147 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $111,147 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $46,705 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $46,705 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,122 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $12,122 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $144,944 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $84,944 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,084 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,213 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $16,357 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $16,357 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $134,440 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $134,440 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,411 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $5,411 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,327 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $37,327 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $638,700 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,213 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $550,616 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $436,481 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $436,481 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,075,181 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,213 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $987,097 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $527,512 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,501,480 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $823,774 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $600,286 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $600,286 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $20,760 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,278 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,278 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,782,546 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,943,454 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,943,454 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,204,178 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,754,457 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,754,457 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,284,518 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,591,464 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,591,464 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $65,261 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,881,852 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,881,852 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,902 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,902 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $16,181,037 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,773,791 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,773,791 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,760 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,843 | AccountsPayableEOYAmt |
| Grants Payable BOY | $150,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $150,000 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $34,000 | MortgagesAndNotesPayableBOYAmt |
| Other Liabilities BOY | $3,173 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15,951 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $189,933 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $173,794 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,991,104 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,991,104 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,599,997 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,181,037 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,773,791 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,991,104 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $527,512 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,097,994 | OtherIncreasesAmt |
| Subtotal | $21,616,610 | SubtotalAmt |
| Other Decreases | $16,613 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,599,997 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $14,927,637 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,812,868 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,114,769 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,114,769 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,114,769 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,871 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $20,871 | SubtotalAmt |
| Tax Based On Investment Income | $20,871 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,920 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,920 | TotalPaymentsAndCreditsAmt |
| Tax Due | $15,951 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.switzernetwork.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sarah Reed | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2073385654 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 293 | AddressLine1Txt |
| City | Belfast | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 049150293 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Linda Switzer Clopton | |||||||
| PO Box 293 | Belfast | ME | 04915 | Trustee | 0.50 | $0 | |
| Elizabeth Izzy Martin | |||||||
| PO Box 293 | Belfast | ME | 04915 | Trustee | 0.50 | $0 | |
| Joe Aldy | |||||||
| PO Box 293 | Belfast | ME | 04915 | Board Chair | 2.00 | $0 | |
| Rachel Morello-Frosch | |||||||
| PO Box 293 | Belfast | ME | 04915 | Trustee | 1.00 | $0 | |
| Scott Fruin | |||||||
| PO Box 293 | Belfast | ME | 04915 | Trustee | 1.00 | $0 | |
| Bruce Kahn | |||||||
| PO Box 293 | Belfast | ME | 04915 | Invst Com Chair | 1.00 | $0 | |
| Sarah Reed | |||||||
| PO Box 293 | Belfast | ME | 04915 | Executive Direc | 32.00 | $102,163 | $10,144 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pathstone | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 Federal St 8th Floor | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Invstmnt Advisory | ServiceTypeTxt |
| Compensation | $60,000 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Network Convenings: The foundation fosters a growing network of alumni, environmental practitioners, and organizations by sponsoring professional development activities and facilitating communication and information-sharing among fellows. Activities in 2020 included 9 webinars, workshops, and virtual events convened by the foundation, 7 virtual social hours, and sponsorship of 4 external conferences. | Description1Txt |
| Expenses1 | $61,975 | Expenses1Amt |
| Description2 | Spring Fellows Retreat: Switzer Fellows participate in two multi-day retreats which focus on building connections among fellows and developing leadership skills. The spring retreat focused on policy engagement and communications training for 20 current fellows. | Description2Txt |
| Expenses2 | $38,750 | Expenses2Amt |
| Description3 | Fall Fellows Retreat: Switzer Fellows participate in two multi-day retreats which focus on building connections among fellows and developing leadership skills. The fall retreat included a workshop on equity as a leadership competency for 20 current fellows, and connected current fellows with alumni. | Description3Txt |
| Expenses3 | $32,398 | Expenses3Amt |
| Description4 | Other Program Consultants: The foundation hired several program consultants to lead the Race and Equity Discussion Group, conduct a survey and focus groups with the network, advise us on advancing equity within our programs, and advise us on approaches for network cultivation. | Description4Txt |
| Expenses4 | $37,094 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,146,096 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $251,347 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,397,443 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $20,397,443 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $305,962 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,091,481 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,004,574 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,004,574 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,871 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,871 | TotalTaxAmt |
| Distributable Before Adj | $983,703 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $983,703 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $983,703 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $987,097 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $987,097 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $987,097 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $983,703 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $140,456 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $859 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $130,332 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $271,647 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $987,097 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $983,703 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,394 | RemainingDistriFromCorpusAmt |
| Total Corpus | $275,041 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $140,456 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $134,585 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $859 | ExcessFromYear4Amt |
| Excess From Year2 | $130,332 | ExcessFromYear2Amt |
| Excess From Current Year | $3,394 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Recipient Email AddressRecipientEmailAddressTxt | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|---|
| 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) |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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. | $150,000 |
| Professional Development Grants | |||||||
| See attached | Belfast | ME | 04915 | N/A | N/A | Grants are made for the professional development of Switzer Fellows. 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) | $49,125 |
| 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) | $12,356 |
| Earth Science Information Partners | |||||||
| 550M Ritchie Hwy 248 | Severna Park | MD | 21146 | N/A | PC | Leadership Grant: To hire Lindsay Barbieri to develop and lead a collaborative pilot project aimed at assessing data gaps, and increasing data accessibility, for practitioners and decision makers on climate-smart agricultural practices. (See attached) | $40,000 |
| Waterways Restoration Institute | |||||||
| 7567 Elphick Rd | Sebastopol | CA | 95472 | N/A | PC | Leadership Grant: To hire Jessica Hall as a consultant to develop successful stream restoration demonstration projects, and to develop training and technical assistance to the California Urban Stream Partnership on best practices for stream restoration. (See attached) | $25,000 |
| Carnegie Museum of Natural History | |||||||
| 4400 Forbes Ave | Pittsburgh | PA | 15213 | N/A | PC | Board Discretionary Grant: To fund the creation and distribution of an open source Justice, Equity, Diversity and Inclusion (JEDI) organizational toolkit. (See attached) | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $286,481 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Fellowship Program Grants | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See attached | AddressLine1Txt |
| City | Belfast | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | N/A | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | 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. | GrantOrContributionPurposeTxt |
| Amt | $150,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $150,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $453,894 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,114,769 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,568,693 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,568,693 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $12,122 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,122 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pathstone | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Compensation paid is for investment advisory and management services. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Pershing #000 | $1,177,414 | $1,177,414 |
| Pershing #234 | $1,414,050 | $1,414,050 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Pershing #242 | StockNm |
| EOY Book Value | $13,754,457 | EOYBookValueAmt |
| EOYFMV | $13,754,457 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,172,960 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,172,960 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $770,494 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $770,494 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| New Energy Capital Infrastructure Fund | AT COST | $215,516 | $215,516 |
| Alternative Inv Sustainability #703 | AT COST | ||
| Summit Partners Sustainable Opp Fnd | AT COST | $1,038,688 | $1,038,688 |
| SJF Ventures Fund IV | AT COST | $263,300 | $263,300 |
| MCE Social Capital | AT COST | $250,000 | $250,000 |
| Ecosystem Integrity Fund | AT COST | $114,348 | $114,348 |
| Alternative Inv Sustainability #907 | AT COST |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| Furniture and Fixtures | $1,082 | $1,082 |
| Machinery and Equipment | $8,820 | $8,820 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp
Lender Name LenderNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | United States SBA | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $34,000 | LoanOriginalAmt |
| Note | 2020-04 | NoteDt |
| Loan Maturity | 2020-06 | LoanMaturityDt |
| Repayment Terms | Foregiven if conditions met | RepaymentTermsTxt |
| Security Provided Borrower | Unsecured | SecurityProvidedBorrowerTxt |
| Loan Purpose | Paycheck Protection Program | LoanPurposeTxt |
| Lender Consideration | Cash | LenderConsiderationDesc |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Net Change in Prior Year Payroll / Excise Taxes | $3,186 |
| Prior Year Restatement of Investment Book Value | $13,427 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Education | $3,990 | $3,990 |
| Insurance (Office) | $3,187 | $3,187 |
| Insurance (Workers Comp) | $672 | $672 |
| Investment Transaction Fee | $4,356 | $4,356 |
| Membership Fees | $10,286 | $10,286 |
| Office Expense | $9,250 | $9,250 |
| Telecommunications | $2,206 | $2,206 |
| Website | $3,380 | $3,380 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Payroll Liabilities | $3,173 | |
| Excise Taxes Payable | $15,951 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AdminTech Non-Program Consultants | $5,570 | $0 | $0 | $5,570 |
| Communications Consultants | $11,147 | $0 | $0 | $11,147 |
| Event Planner | $37,094 | $0 | $0 | $37,094 |
| Fellowship Program Consultant | $6,720 | $0 | $0 | $6,720 |
| Portfolio Advisor Fees | $60,000 | $60,000 | $0 | $0 |
| Special Project Consultant | $22,500 | $0 | $0 | $22,500 |
| Various Professional Fees | $1,913 | $0 | $0 | $1,913 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Taxes | $20,871 | |
| Foreign Taxes | $7,213 | $7,213 |