ROBERT AND PATRICIA SWITZER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND PATRICIA SWITZER FOUNDATION (EIN 34-1504501)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-14
- IRS object ID
- 202243189349104659
- Schema version
- 2021v4.1
- 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
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T12:14:49-08:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | 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 | 2022-11-14 | 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 | Kali T McCarthy CPA | PreparerPersonNm |
| PTIN | P01069497 | 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 | 2021 | 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 | $18,391,526 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $319,777 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $319,777 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $927,075 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,119,682 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $927,075 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,246,852 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,246,852 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $106,465 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $106,465 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $152,287 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $152,287 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $52,930 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $52,930 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,995 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,995 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,137 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $25,137 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $116,197 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,438 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $55,759 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,739 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,449 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $18,324 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $18,324 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $150,168 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $150,168 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,399 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $5,399 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $82,362 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $82,362 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $742,003 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,887 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $650,826 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $385,075 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $365,075 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,127,078 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,887 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,015,901 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $119,774 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,171,965 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $600,286 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $911,943 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $911,943 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,278 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,220 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,220 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,943,454 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,428,060 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,428,060 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,754,457 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,736,601 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,736,601 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,591,464 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,428,374 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,428,374 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,881,852 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,881,328 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,881,328 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,902 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,902 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $21,773,791 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,391,526 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,391,526 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,843 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $18,335 | AccountsPayableEOYAmt |
| Grants Payable BOY | $150,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $170,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $15,951 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $19,569 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $173,794 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $207,904 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $21,599,997 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,183,622 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,599,997 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,183,622 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,773,791 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,391,526 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,599,997 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $119,774 | ExcessRevenueOverExpensesAmt |
| Subtotal | $21,719,771 | SubtotalAmt |
| Other Decreases | $3,536,149 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,183,622 | 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 | $7,119,682 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,192,607 | CostOrOtherBasisAmt |
| Gain Or Loss | $927,075 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $927,075 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $927,075 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,290 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,290 | SubtotalAmt |
| Tax Based On Investment Income | $16,290 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,880 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,590 | OverpaymentAmt |
| Applied To ES Tax | $4,590 | AppliedToESTaxAmt |
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 | $106,465 | $8,090 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Erin Lloyd | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Program Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $77,293 | CompensationAmt |
| Employee Benefits | $13,027 | EmployeeBenefitsAmt |
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 | $60,437 | 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 supporting professional development activities and facilitating communication and information-sharing among fellows. Activities in 2021 included 11 virtual events, three trainings, and four conference sponsorships. | Description1Txt |
| Expenses1 | $33,264 | 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; in 2021, it included an optional in-person gathering for 19 current and recent fellows in Washington, DC. | Description2Txt |
| Expenses2 | $50,113 | 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 leadership with an emphasis on equity for 20 current fellows and connected current fellows with alumni. | Description3Txt |
| Expenses3 | $42,134 | Expenses3Amt |
| Description4 | Other Program Consultants: The foundation paid stipends to 31 Switzer Network alumni for their contributions to foundation program activities, including serving on the Fellows Advisory Committee, leading the Race and Equity Discussion Group, and planning and hosting network convenings. | Description4Txt |
| Expenses4 | $24,475 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,918,517 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $239,501 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,158,018 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $21,158,018 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $317,370 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,840,648 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,042,032 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,042,032 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,290 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,290 | TotalTaxAmt |
| Distributable Before Adj | $1,025,742 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,025,742 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,025,742 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,015,901 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,015,901 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,025,742 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $859 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $130,332 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $3,394 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $134,585 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,015,901 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,015,901 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $9,841 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,841 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $124,744 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $124,744 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $121,350 | ExcessFromYear3Amt |
| Excess From Year1 | $3,394 | ExcessFromYear1Amt |
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 aLeadership 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; and 3) The project and the Switzer Fellow will help build the capacity of the organization.(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. The online application includes 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, Deferred Action for Childhood Arrivals (DACA) recipient, or a refugee or asylee according to the definition provided by the U.S. Department of Homeland Security. Applicants must be enrolled as a full-time student in an accredited graduate institution located only in California or New England and have strong academic qualifications, with academic and career goals focused on environmental improvement.Environmental Fellowship applications will be reviewed using the following criteria: Environmental commitment, clarity of purpose, and career goals; Leadership capacity; Social equity awareness and experience; Innovative problem-solving; Applied and interdisciplinary focus; Collaboration and engagement; and 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 email or telephone conversation with the Program Director or Executive Director is advised before submitting a written request. Requests for Professional Development Fund grants may be made to the Robert and Patricia Switzer Foundation at any time, and an online Application Form is provided. Requests include explanation of how the opportunity will advance the Fellow's career, the cost of the professional development opportunity, and the funds sought from the Foundation.(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. (See attached Professional Development Fund Application Procedures and Guidelines) |
| Erin Lloyd Program Director | ||||||||
| PO Box 293 | Belfast | ME | 04915 | 2073385654 | erin@switzernetwork.org | Interested Switzer Fellows should first send a short description of the proposed concept to Foundation staff. Second, Fellows should reach out to the Switzer Network for input on how to advance progress on an issue, project or policy initiative. Third, Fellows should evaluate Switzer Network input and refine their idea. Once the concept is ready for development of a proposal to the Switzer Foundation, an application may be prepared and submitted, using an online Application Form. Inquiries should be directed to Erin Lloyd, Program Director, and specific instructions for applying will be discussed during the inquiry process. (See attached Network Innovation Grants Application Procedures and Guidelines) | No Deadline | All Switzer Fellows, current or past, are eligible to apply for Network Innovation funding through their own organizations or with a strategic organizational partner. Network Innovation grants can address any environmental issue, particularly those with specific targeted outcomes in science and policy. Projects 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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Fellowship Program Grants 2021 | |||||||
| 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) | $4,875 |
| Fellowship Program Grants 2022 | |||||||
| 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. | $170,000 |
| 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) | $200 |
| St Croix Environmental Association | |||||||
| 5032 Anchor Way Suite 4 | Christiansted | VI | 00820 | Leadership Grant: To connect and build programs with local schools in St. Croix by providing resources and interdisciplinary educational content to local teachers. | $40,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $365,075 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Fellowship Program Grants 2022 | 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 | I | 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 | $170,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $170,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $319,777 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $927,075 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,246,852 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,246,852 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting Fees | $14,137 | $0 | $0 | $14,137 |
| Audit Fees | $11,000 | $0 | $0 | $11,000 |
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 (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Pershing #000 | $1,171,794 | $1,171,794 |
| Pershing #234 | $1,008,860 | $1,008,860 |
| Pershing #037 | $247,720 | $247,720 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Pershing #242 | StockNm |
| EOY Book Value | $10,736,601 | EOYBookValueAmt |
| EOYFMV | $10,736,601 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,641,334 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,641,334 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $786,726 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $786,726 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| New Energy Capital Infrastructure Fund | AT COST | $156,141 | $156,141 |
| Summit Partners Sustainable Opp Fnd | AT COST | $779,568 | $779,568 |
| SJF Ventures Fund IV | AT COST | $413,530 | $413,530 |
| MCE Social Capital | AT COST | $250,000 | $250,000 |
| Ecosystem Integrity Fund | AT COST | $181,553 | $181,553 |
| PGIM Real Estate Fund | AT COST | $100,536 | $100,536 |
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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $1,995 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,995 | DisbursementsCharitablePrpsAmt |
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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Bank Charges | $60 | $60 |
| Education | $6,796 | $6,796 |
| Insurance (Office) | $875 | $875 |
| Insurance (Workers Comp) | $663 | $663 |
| Investment Transaction Fee | $3,548 | $3,548 |
| Meals & Entertainment | $178 | $178 |
| Membership Fees | $2,160 | $2,160 |
| Miscellaneous Expense | $762 | $762 |
| Office Expense | $8,101 | $8,101 |
| Telecommunications | $2,544 | $2,544 |
| Website Design & Fees | $56,675 | $56,675 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt |
|---|---|
| Payroll Liabilities | -$305 |
| Rounding | $2 |
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 | $4,932 | $0 | $0 | $4,932 |
| Consultant Expenses | $461 | $0 | $0 | $461 |
| Fellowship Program Consultant | $13,075 | $0 | $0 | $13,075 |
| Other Program Consultants | $11,400 | $0 | $0 | $11,400 |
| Portfolio Advisor Fees | $60,438 | $60,438 | $0 | $0 |
| Special Project Consultant | $23,439 | $0 | $0 | $23,439 |
| Various Professional Fees | $2,452 | $0 | $0 | $2,452 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Taxes | $16,290 | |
| Foreign Taxes | $14,449 | $14,449 |