﻿<?xml version="1.0" encoding="utf-8"?>
<Return xmlns="http://www.irs.gov/efile" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" returnVersion="2024v5.2" xsi:schemaLocation="http://www.irs.gov/efile">
  <ReturnHeader binaryAttachmentCnt="0">
    <ReturnTs>2025-11-11T10:41:12-08:00</ReturnTs>
    <TaxPeriodEndDt>2025-06-30</TaxPeriodEndDt>
    <PreparerFirmGrp>
      <PreparerFirmEIN>472433079</PreparerFirmEIN>
      <PreparerFirmName>
        <BusinessNameLine1Txt>MTA Accounting PA</BusinessNameLine1Txt>
      </PreparerFirmName>
      <PreparerUSAddress>
        <AddressLine1Txt>71 High St</AddressLine1Txt>
        <CityNm>Belfast</CityNm>
        <StateAbbreviationCd>ME</StateAbbreviationCd>
        <ZIPCd>04915</ZIPCd>
      </PreparerUSAddress>
    </PreparerFirmGrp>
    <ReturnTypeCd>990PF</ReturnTypeCd>
    <TaxPeriodBeginDt>2024-07-01</TaxPeriodBeginDt>
    <Filer>
      <EIN>341504501</EIN>
      <BusinessName>
        <BusinessNameLine1Txt>Robert and Patricia Switzer Foundation</BusinessNameLine1Txt>
      </BusinessName>
      <BusinessNameControlTxt>ROBE</BusinessNameControlTxt>
      <PhoneNum>2073385654</PhoneNum>
      <USAddress>
        <AddressLine1Txt>PO Box 293</AddressLine1Txt>
        <CityNm>Belfast</CityNm>
        <StateAbbreviationCd>ME</StateAbbreviationCd>
        <ZIPCd>04915</ZIPCd>
      </USAddress>
    </Filer>
    <BusinessOfficerGrp>
      <PersonNm>Sarah Reed</PersonNm>
      <PersonTitleTxt>Executive Director</PersonTitleTxt>
      <SignatureDt>2025-11-11</SignatureDt>
      <DiscussWithPaidPreparerInd>true</DiscussWithPaidPreparerInd>
    </BusinessOfficerGrp>
    <IRSResponsiblePrtyInfoCurrInd>true</IRSResponsiblePrtyInfoCurrInd>
    <PreparerPersonGrp>
      <PreparerPersonNm>Kali T McCarthy CPA</PreparerPersonNm>
      <PTIN>P01069497</PTIN>
      <PhoneNum>2073385012</PhoneNum>
    </PreparerPersonGrp>
    <TaxYr>2024</TaxYr>
    <BuildTS>2025-03-06 01:10:19Z</BuildTS>
  </ReturnHeader>
  <ReturnData documentCnt="14">
    <IRS990PF documentId="IRS990PF" referenceDocumentId="GeneralExplanation" softwareId="24020490" softwareVersionNum="2024v5.2">
      <Organization501c3ExemptPFInd>X</Organization501c3ExemptPFInd>
      <FMVAssetsEOYAmt>20805720</FMVAssetsEOYAmt>
      <MethodOfAccountingAccrualInd>X</MethodOfAccountingAccrualInd>
      <AnalysisOfRevenueAndExpenses>
        <ScheduleBNotRequiredInd>X</ScheduleBNotRequiredInd>
        <DividendsRevAndExpnssAmt>400173</DividendsRevAndExpnssAmt>
        <DividendsNetInvstIncmAmt>400173</DividendsNetInvstIncmAmt>
        <NetGainSaleAstRevAndExpnssAmt>694984</NetGainSaleAstRevAndExpnssAmt>
        <GrossSalesPriceAmt>12480650</GrossSalesPriceAmt>
        <CapGainNetIncmNetInvstIncmAmt>694984</CapGainNetIncmNetInvstIncmAmt>
        <OtherIncomeRevAndExpnssAmt referenceDocumentId="OtherIncomeSchedule2">-19411</OtherIncomeRevAndExpnssAmt>
        <OtherIncomeNetInvstIncmAmt>-19411</OtherIncomeNetInvstIncmAmt>
        <TotalRevAndExpnssAmt>1075746</TotalRevAndExpnssAmt>
        <TotalNetInvstIncmAmt>1075746</TotalNetInvstIncmAmt>
        <CompOfcrDirTrstRevAndExpnssAmt>117468</CompOfcrDirTrstRevAndExpnssAmt>
        <CompOfcrDirTrstDsbrsChrtblAmt>117468</CompOfcrDirTrstDsbrsChrtblAmt>
        <OthEmplSlrsWgsRevAndExpnssAmt>155455</OthEmplSlrsWgsRevAndExpnssAmt>
        <OthEmplSlrsWgsDsbrsChrtblAmt>155455</OthEmplSlrsWgsDsbrsChrtblAmt>
        <PensionEmplBnftRevAndExpnssAmt>39474</PensionEmplBnftRevAndExpnssAmt>
        <PensionEmplBnftDsbrsChrtblAmt>39474</PensionEmplBnftDsbrsChrtblAmt>
        <LegalFeesRevAndExpnssAmt referenceDocumentId="LegalFeesSchedule">787</LegalFeesRevAndExpnssAmt>
        <LegalFeesDsbrsChrtblAmt>787</LegalFeesDsbrsChrtblAmt>
        <AccountingFeesRevAndExpnssAmt referenceDocumentId="AccountingFeesSchedule">15653</AccountingFeesRevAndExpnssAmt>
        <AccountingFeesChrtblPrpsAmt>15653</AccountingFeesChrtblPrpsAmt>
        <OtherProfFeesRevAndExpnssAmt referenceDocumentId="OtherProfessionalFeesSchedule">134251</OtherProfFeesRevAndExpnssAmt>
        <OtherProfFeesNetInvstIncmAmt>70164</OtherProfFeesNetInvstIncmAmt>
        <OtherProfFeesDsbrsChrtblAmt>64087</OtherProfFeesDsbrsChrtblAmt>
        <TaxesRevAndExpnssAmt referenceDocumentId="TaxesSchedule">37009</TaxesRevAndExpnssAmt>
        <TaxesNetInvstIncmAmt>14477</TaxesNetInvstIncmAmt>
        <TaxesDsbrsChrtblAmt>37009</TaxesDsbrsChrtblAmt>
        <OccupancyRevAndExpnssAmt>7081</OccupancyRevAndExpnssAmt>
        <OccupancyDsbrsChrtblAmt>7081</OccupancyDsbrsChrtblAmt>
        <TravConfMeetingRevAndExpnssAmt>207801</TravConfMeetingRevAndExpnssAmt>
        <TravConfMeetingDsbrsChrtblAmt>192179</TravConfMeetingDsbrsChrtblAmt>
        <PrintingAndPubRevAndExpnssAmt>4219</PrintingAndPubRevAndExpnssAmt>
        <PrintingAndPubDsbrsChrtblAmt>4219</PrintingAndPubDsbrsChrtblAmt>
        <OtherExpensesRevAndExpnssAmt referenceDocumentId="OtherExpensesSchedule AmortizationSchedule">22218</OtherExpensesRevAndExpnssAmt>
        <OtherExpensesDsbrsChrtblAmt>18028</OtherExpensesDsbrsChrtblAmt>
        <TotOprExpensesRevAndExpnssAmt>741416</TotOprExpensesRevAndExpnssAmt>
        <TotOprExpensesNetInvstIncmAmt>84641</TotOprExpensesNetInvstIncmAmt>
        <TotOprExpensesDsbrsChrtblAmt>651440</TotOprExpensesDsbrsChrtblAmt>
        <ContriPaidRevAndExpnssAmt>476156</ContriPaidRevAndExpnssAmt>
        <ContriPaidDsbrsChrtblAmt>476156</ContriPaidDsbrsChrtblAmt>
        <TotalExpensesRevAndExpnssAmt>1217572</TotalExpensesRevAndExpnssAmt>
        <TotalExpensesNetInvstIncmAmt>84641</TotalExpensesNetInvstIncmAmt>
        <TotalExpensesDsbrsChrtblAmt>1127596</TotalExpensesDsbrsChrtblAmt>
        <ExcessRevenueOverExpensesAmt>-141826</ExcessRevenueOverExpensesAmt>
        <NetInvestmentIncomeAmt>991105</NetInvestmentIncomeAmt>
      </AnalysisOfRevenueAndExpenses>
      <Form990PFBalanceSheetsGrp>
        <CashBOYAmt>177871</CashBOYAmt>
        <CashEOYAmt>107978</CashEOYAmt>
        <CashEOYFMVAmt>107979</CashEOYFMVAmt>
        <SavAndTempCashInvstBOYAmt>264189</SavAndTempCashInvstBOYAmt>
        <SavAndTempCashInvstEOYAmt>354123</SavAndTempCashInvstEOYAmt>
        <SavAndTempCashInvstEOYFMVAmt>354123</SavAndTempCashInvstEOYFMVAmt>
        <PrepaidExpensesBOYAmt>572</PrepaidExpensesBOYAmt>
        <PrepaidExpensesEOYAmt>3652</PrepaidExpensesEOYAmt>
        <PrepaidExpensesEOYFMVAmt>3652</PrepaidExpensesEOYFMVAmt>
        <USGovernmentObligationsBOYAmt>2802633</USGovernmentObligationsBOYAmt>
        <USGovernmentObligationsEOYAmt referenceDocumentId="InvestmentsGovtObligationsSche">2291164</USGovernmentObligationsEOYAmt>
        <USGovtObligationsEOYFMVAmt>2330906</USGovtObligationsEOYFMVAmt>
        <CorporateStockBOYAmt>9864347</CorporateStockBOYAmt>
        <CorporateStockEOYAmt referenceDocumentId="InvestmentsCorpStockSchedule">10443764</CorporateStockEOYAmt>
        <CorporateStockEOYFMVAmt>14297593</CorporateStockEOYFMVAmt>
        <CorporateBondsBOYAmt>2014548</CorporateBondsBOYAmt>
        <CorporateBondsEOYAmt referenceDocumentId="InvestmentsCorpBondsSchedule">1702421</CorporateBondsEOYAmt>
        <CorporateBondsEOYFMVAmt>1683851</CorporateBondsEOYFMVAmt>
        <OtherInvestmentsBOYAmt>1803725</OtherInvestmentsBOYAmt>
        <OtherInvestmentsEOYAmt referenceDocumentId="InvestmentsOtherSchedule2">2093763</OtherInvestmentsEOYAmt>
        <OtherInvestmentsEOYFMVAmt>2027616</OtherInvestmentsEOYFMVAmt>
        <LandBldgEquipCostOrOtherBssAmt>9902</LandBldgEquipCostOrOtherBssAmt>
        <LandBldgEquipAccumDeprecAmt>9902</LandBldgEquipAccumDeprecAmt>
        <TotalAssetsBOYAmt>16927885</TotalAssetsBOYAmt>
        <TotalAssetsEOYAmt>16996865</TotalAssetsEOYAmt>
        <TotalAssetsEOYFMVAmt>20805720</TotalAssetsEOYFMVAmt>
        <AccountsPayableBOYAmt>12015</AccountsPayableBOYAmt>
        <AccountsPayableEOYAmt>12548</AccountsPayableEOYAmt>
        <GrantsPayableBOYAmt>170000</GrantsPayableBOYAmt>
        <GrantsPayableEOYAmt>170610</GrantsPayableEOYAmt>
        <OtherLiabilitiesBOYAmt referenceDocumentId="OtherLiabilitiesSchedule">61</OtherLiabilitiesBOYAmt>
        <TotalLiabilitiesBOYAmt>182076</TotalLiabilitiesBOYAmt>
        <TotalLiabilitiesEOYAmt>183158</TotalLiabilitiesEOYAmt>
        <OrganizationFollowsFASB117Ind>X</OrganizationFollowsFASB117Ind>
        <NoDonorRstrNetAssestsBOYAmt>16745809</NoDonorRstrNetAssestsBOYAmt>
        <NoDonorRstrNetAssestsEOYAmt>16813707</NoDonorRstrNetAssestsEOYAmt>
        <TotNetAstOrFundBalancesBOYAmt>16745809</TotNetAstOrFundBalancesBOYAmt>
        <TotNetAstOrFundBalancesEOYAmt>16813707</TotNetAstOrFundBalancesEOYAmt>
        <TotalLiabilitiesNetAstBOYAmt>16927885</TotalLiabilitiesNetAstBOYAmt>
        <TotalLiabilitiesNetAstEOYAmt>16996865</TotalLiabilitiesNetAstEOYAmt>
      </Form990PFBalanceSheetsGrp>
      <ChgInNetAssetsFundBalancesGrp>
        <TotNetAstOrFundBalancesBOYAmt>16745809</TotNetAstOrFundBalancesBOYAmt>
        <ExcessRevenueOverExpensesAmt>-141826</ExcessRevenueOverExpensesAmt>
        <OtherIncreasesAmt referenceDocumentId="OtherIncreasesSchedule">209724</OtherIncreasesAmt>
        <SubtotalAmt>16813707</SubtotalAmt>
        <TotNetAstOrFundBalancesEOYAmt>16813707</TotNetAstOrFundBalancesEOYAmt>
      </ChgInNetAssetsFundBalancesGrp>
      <CapGainsLossTxInvstIncmDetail>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Short Term Gains -Pershing</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-07-01</AcquiredDt>
          <SoldDt>2025-06-01</SoldDt>
          <GrossSalesPriceAmt>5916199</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>5822520</CostOrOtherBasisAmt>
          <GainOrLossAmt>93679</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>93679</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Long Term Gains -Pershing</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-07-01</AcquiredDt>
          <SoldDt>2025-06-30</SoldDt>
          <GrossSalesPriceAmt>6226266</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>5963146</CostOrOtherBasisAmt>
          <GainOrLossAmt>263120</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>263120</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Summit Partners</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-07-01</AcquiredDt>
          <SoldDt>2025-06-30</SoldDt>
          <GrossSalesPriceAmt>310278</GrossSalesPriceAmt>
          <GainOrLossAmt>310278</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>310278</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>SJF Ventures</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-07-01</AcquiredDt>
          <SoldDt>2025-06-30</SoldDt>
          <GrossSalesPriceAmt>27717</GrossSalesPriceAmt>
          <GainOrLossAmt>27717</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>27717</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Ecosystem Integrity Fund</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-07-01</AcquiredDt>
          <SoldDt>2025-06-30</SoldDt>
          <GrossSalesPriceAmt>55</GrossSalesPriceAmt>
          <GainOrLossAmt>55</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>55</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>PGIM Real Estate</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-07-01</AcquiredDt>
          <SoldDt>2025-06-30</SoldDt>
          <GrossSalesPriceAmt>135</GrossSalesPriceAmt>
          <GainOrLossAmt>135</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>135</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapitalGainNetIncomeAmt>694984</CapitalGainNetIncomeAmt>
        <NetShortTermCapitalGainLossAmt>93679</NetShortTermCapitalGainLossAmt>
      </CapGainsLossTxInvstIncmDetail>
      <ExciseTaxBasedOnInvstIncmGrp>
        <InvestmentIncomeExciseTaxAmt>13776</InvestmentIncomeExciseTaxAmt>
        <SubtotalAmt>13776</SubtotalAmt>
        <TaxBasedOnInvestmentIncomeAmt>13776</TaxBasedOnInvestmentIncomeAmt>
        <EstimatedPlusOvpmtIncmTxAmt>17428</EstimatedPlusOvpmtIncmTxAmt>
        <TotalPaymentsAndCreditsAmt>17428</TotalPaymentsAndCreditsAmt>
        <OverpaymentAmt>3652</OverpaymentAmt>
        <AppliedToESTaxAmt>3652</AppliedToESTaxAmt>
      </ExciseTaxBasedOnInvstIncmGrp>
      <StatementsRegardingActyGrp>
        <LegislativePoliticalActyInd>false</LegislativePoliticalActyInd>
        <MoreThan100SpentInd>false</MoreThan100SpentInd>
        <Form1120POLFiledInd>false</Form1120POLFiledInd>
        <ActivitiesNotPreviouslyRptInd>false</ActivitiesNotPreviouslyRptInd>
        <ChangesToArticlesOrBylawsInd>false</ChangesToArticlesOrBylawsInd>
        <UnrelatedBusIncmOverLimitInd>false</UnrelatedBusIncmOverLimitInd>
        <OrganizationDissolvedEtcInd>false</OrganizationDissolvedEtcInd>
        <Section508eRqrSatisfiedInd>true</Section508eRqrSatisfiedInd>
        <AtLeast5000InAssetsInd>true</AtLeast5000InAssetsInd>
        <OrgReportOrRegisterStateCd>ME</OrgReportOrRegisterStateCd>
        <Form990PFFiledWithAttyGenInd>true</Form990PFFiledWithAttyGenInd>
        <PrivateOperatingFoundationInd>false</PrivateOperatingFoundationInd>
        <NewSubstantialContributorsInd>false</NewSubstantialContributorsInd>
        <OwnControlledEntityInd>false</OwnControlledEntityInd>
        <DonorAdvisedFundInd>false</DonorAdvisedFundInd>
        <ComplyWithPublicInspRqrInd>true</ComplyWithPublicInspRqrInd>
        <WebsiteAddressTxt>www.switzernetwork.org</WebsiteAddressTxt>
        <PersonsWithBooksName>
          <BusinessNameLine1Txt>Sarah Reed</BusinessNameLine1Txt>
        </PersonsWithBooksName>
        <PhoneNum>2073385654</PhoneNum>
        <LocationOfBooksUSAddress>
          <AddressLine1Txt>PO Box 293</AddressLine1Txt>
          <CityNm>Belfast</CityNm>
          <StateAbbreviationCd>ME</StateAbbreviationCd>
          <ZIPCd>049150293</ZIPCd>
        </LocationOfBooksUSAddress>
        <ForeignAccountsQuestionInd>false</ForeignAccountsQuestionInd>
      </StatementsRegardingActyGrp>
      <StatementsRegardingActy4720Grp>
        <SaleOrExchDisqualifiedPrsnInd>false</SaleOrExchDisqualifiedPrsnInd>
        <BrrwOrLendDisqualifiedPrsnInd>false</BrrwOrLendDisqualifiedPrsnInd>
        <FurnGoodsDisqualifiedPrsnInd>false</FurnGoodsDisqualifiedPrsnInd>
        <PayCompDisqualifiedPrsnInd>false</PayCompDisqualifiedPrsnInd>
        <TransferAstDisqualifiedPrsnInd>false</TransferAstDisqualifiedPrsnInd>
        <PaymentToGovernmentOfficialInd>false</PaymentToGovernmentOfficialInd>
        <ActsFailToQlfyAsExceptionsInd>false</ActsFailToQlfyAsExceptionsInd>
        <UncorrectedPriorActsInd>false</UncorrectedPriorActsInd>
        <UndistributedIncomePYInd>false</UndistributedIncomePYInd>
        <BusinessHoldingsInd>false</BusinessHoldingsInd>
        <JeopardyInvestmentsInd>false</JeopardyInvestmentsInd>
        <UncorrectedPYJeopardyInvstInd>false</UncorrectedPYJeopardyInvstInd>
        <InfluenceLegislationInd>false</InfluenceLegislationInd>
        <InfluenceElectionInd>false</InfluenceElectionInd>
        <GrantsToIndividualsInd>false</GrantsToIndividualsInd>
        <GrantsToOrganizationsInd>false</GrantsToOrganizationsInd>
        <NoncharitablePurposeInd>false</NoncharitablePurposeInd>
        <RcvFndsToPayPrsnlBnftCntrctInd>false</RcvFndsToPayPrsnlBnftCntrctInd>
        <PayPremiumsPrsnlBnftCntrctInd>false</PayPremiumsPrsnlBnftCntrctInd>
        <ProhibitedTaxShelterTransInd>false</ProhibitedTaxShelterTransInd>
        <SubjToTaxRmnrtnExPrchtPymtInd>false</SubjToTaxRmnrtnExPrchtPymtInd>
      </StatementsRegardingActy4720Grp>
      <OfficerDirTrstKeyEmplInfoGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>Roger Perez</PersonNm>
          <USAddress>
            <AddressLine1Txt>PO Box 293</AddressLine1Txt>
            <CityNm>Belfast</CityNm>
            <StateAbbreviationCd>ME</StateAbbreviationCd>
            <ZIPCd>04915</ZIPCd>
          </USAddress>
          <TitleTxt>Chairman</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>2.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>Michael Billingsley</PersonNm>
          <USAddress>
            <AddressLine1Txt>PO Box 293</AddressLine1Txt>
            <CityNm>Belfast</CityNm>
            <StateAbbreviationCd>ME</StateAbbreviationCd>
            <ZIPCd>04915</ZIPCd>
          </USAddress>
          <TitleTxt>Trustee</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>1.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>Dawn Chavez</PersonNm>
          <USAddress>
            <AddressLine1Txt>PO Box 293</AddressLine1Txt>
            <CityNm>Belfast</CityNm>
            <StateAbbreviationCd>ME</StateAbbreviationCd>
            <ZIPCd>04915</ZIPCd>
          </USAddress>
          <TitleTxt>Trustee</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>0.50</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>Ekow Edzie</PersonNm>
          <USAddress>
            <AddressLine1Txt>PO Box 293</AddressLine1Txt>
            <CityNm>Belfast</CityNm>
            <StateAbbreviationCd>ME</StateAbbreviationCd>
            <ZIPCd>04915</ZIPCd>
          </USAddress>
          <TitleTxt>Trustee</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>0.50</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>Donna Vorhees</PersonNm>
          <USAddress>
            <AddressLine1Txt>PO Box 293</AddressLine1Txt>
            <CityNm>Belfast</CityNm>
            <StateAbbreviationCd>ME</StateAbbreviationCd>
            <ZIPCd>04915</ZIPCd>
          </USAddress>
          <TitleTxt>Board Chair</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>0.50</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>Maria Martinez</PersonNm>
          <USAddress>
            <AddressLine1Txt>PO Box 293</AddressLine1Txt>
            <CityNm>Belfast</CityNm>
            <StateAbbreviationCd>ME</StateAbbreviationCd>
            <ZIPCd>04915</ZIPCd>
          </USAddress>
          <TitleTxt>Trustee</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>0.50</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>Dave Switzer</PersonNm>
          <USAddress>
            <AddressLine1Txt>PO Box 293</AddressLine1Txt>
            <CityNm>Belfast</CityNm>
            <StateAbbreviationCd>ME</StateAbbreviationCd>
            <ZIPCd>04915</ZIPCd>
          </USAddress>
          <TitleTxt>Trustee</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>0.50</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>Sarah Reed</PersonNm>
          <USAddress>
            <AddressLine1Txt>PO Box 293</AddressLine1Txt>
            <CityNm>Belfast</CityNm>
            <StateAbbreviationCd>ME</StateAbbreviationCd>
            <ZIPCd>04915</ZIPCd>
          </USAddress>
          <TitleTxt>Executive Direc</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>32.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>112300</CompensationAmt>
          <EmployeeBenefitProgramAmt>5168</EmployeeBenefitProgramAmt>
        </OfficerDirTrstKeyEmplGrp>
        <CompensationHighestPaidEmplGrp>
          <PersonNm>Maya Higgins</PersonNm>
          <USAddress>
            <AddressLine1Txt>270 Rincon Rd</AddressLine1Txt>
            <CityNm>Corrales</CityNm>
            <StateAbbreviationCd>NM</StateAbbreviationCd>
            <ZIPCd>87048</ZIPCd>
          </USAddress>
          <TitleTxt>Program Director</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>28.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>67267</CompensationAmt>
          <EmployeeBenefitsAmt>7441</EmployeeBenefitsAmt>
        </CompensationHighestPaidEmplGrp>
        <CompensationHighestPaidEmplGrp>
          <PersonNm>Leah Kuehn</PersonNm>
          <USAddress>
            <AddressLine1Txt>219 Valley Rd</AddressLine1Txt>
            <CityNm>Brooks</CityNm>
            <StateAbbreviationCd>ME</StateAbbreviationCd>
            <ZIPCd>04921</ZIPCd>
          </USAddress>
          <TitleTxt>Admin Coordinator</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>32.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>48000</CompensationAmt>
          <EmployeeBenefitsAmt>5276</EmployeeBenefitsAmt>
        </CompensationHighestPaidEmplGrp>
        <CompensationOfHghstPdCntrctGrp>
          <BusinessName>
            <BusinessNameLine1Txt>Pathstone</BusinessNameLine1Txt>
          </BusinessName>
          <USAddress>
            <AddressLine1Txt>24 Federal St 8th Floor</AddressLine1Txt>
            <CityNm>Boston</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02110</ZIPCd>
          </USAddress>
          <ServiceTypeTxt>Invstmnt Advisory</ServiceTypeTxt>
          <CompensationAmt>70164</CompensationAmt>
        </CompensationOfHghstPdCntrctGrp>
      </OfficerDirTrstKeyEmplInfoGrp>
      <SummaryOfDirectChrtblActyGrp>
        <Description1Txt>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. Switzer Network activities in 2024 included three panels or virtual events, five trainings, two affinity groups, four regional gatherings, and one conference social.</Description1Txt>
        <Expenses1Amt>15645</Expenses1Amt>
        <Description2Txt>Spring Fellows Retreat: Switzer Fellows participate in two multi-day retreats, which focus on building connections among fellows and developing leadership skills. In 2024, the spring retreat also featured a cross-cohort Switzer Network gathering, focused on creating authentic, supportive connections between fellows across cohorts, geographies, and expertise, while encouraging shared learning, respectful engagement, and meaningful interaction with the people, place, and environment of Puerto Rico for 52 current fellows and alumni.</Description2Txt>
        <Expenses2Amt>105296</Expenses2Amt>
        <Description3Txt>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 focused on building community among fellows, creating connections to the Switzer Network, and exploring leadership through an equity lens for 20 current fellows in Rowe, MA.</Description3Txt>
        <Expenses3Amt>60463</Expenses3Amt>
        <Description4Txt>Program Consultants: The foundation paid stipends to 55 Switzer Network alumni for their contributions to program activities, including serving on the Fellows Advisory Committee, planning and hosting Switzer Network convenings, and serving as ambassadors for the Switzer Fellowship program..</Description4Txt>
        <Expenses4Amt>31299</Expenses4Amt>
      </SummaryOfDirectChrtblActyGrp>
      <MinimumInvestmentReturnGrp>
        <AverageMonthlyFMVOfSecAmt>19481282</AverageMonthlyFMVOfSecAmt>
        <AverageMonthlyCashBalancesAmt>602429</AverageMonthlyCashBalancesAmt>
        <FMVAllOtherNoncharitableAstAmt>0</FMVAllOtherNoncharitableAstAmt>
        <TotalFMVOfUnusedAssetsAmt>20083711</TotalFMVOfUnusedAssetsAmt>
        <ReductionClaimedAmt>0</ReductionClaimedAmt>
        <AdjustedTotalFMVOfUnusedAstAmt>20083711</AdjustedTotalFMVOfUnusedAstAmt>
        <CashDeemedCharitableAmt>301256</CashDeemedCharitableAmt>
        <NetVlNoncharitableAssetsAmt>19782455</NetVlNoncharitableAssetsAmt>
        <MinimumInvestmentReturnAmt>989123</MinimumInvestmentReturnAmt>
      </MinimumInvestmentReturnGrp>
      <DistributableAmountGrp>
        <MinimumInvestmentReturnAmt>989123</MinimumInvestmentReturnAmt>
        <TaxBasedOnInvestmentIncomeAmt>13776</TaxBasedOnInvestmentIncomeAmt>
        <TotalTaxAmt>13776</TotalTaxAmt>
        <DistributableBeforeAdjAmt>975347</DistributableBeforeAdjAmt>
        <DistributableBeforeDedAmt>975347</DistributableBeforeDedAmt>
        <DistributableAsAdjustedAmt>975347</DistributableAsAdjustedAmt>
      </DistributableAmountGrp>
      <PFQualifyingDistributionsGrp>
        <ExpensesAndContributionsAmt>1127596</ExpensesAndContributionsAmt>
        <QualifyingDistributionsAmt>1127596</QualifyingDistributionsAmt>
      </PFQualifyingDistributionsGrp>
      <UndistributedIncomeGrp>
        <DistributableAsAdjustedAmt>975347</DistributableAsAdjustedAmt>
        <ExcessDistributionCyovYr4Amt>3394</ExcessDistributionCyovYr4Amt>
        <ExcessDistributionCyovYr2Amt>161523</ExcessDistributionCyovYr2Amt>
        <ExcessDistributionCyovYr1Amt>134729</ExcessDistributionCyovYr1Amt>
        <TotalExcessDistributionCyovAmt>299646</TotalExcessDistributionCyovAmt>
        <QualifyingDistributionsAmt>1127596</QualifyingDistributionsAmt>
        <TreatedAsDistriFromCorpusAmt>0</TreatedAsDistriFromCorpusAmt>
        <AppliedToCurrentYearAmt>975347</AppliedToCurrentYearAmt>
        <RemainingDistriFromCorpusAmt>152249</RemainingDistriFromCorpusAmt>
        <TotalCorpusAmt>451895</TotalCorpusAmt>
        <UndistributedIncomeCYAmt>0</UndistributedIncomeCYAmt>
        <ExcessDistriCyovToNextYrAmt>451895</ExcessDistriCyovToNextYrAmt>
        <ExcessFromYear4Amt>3394</ExcessFromYear4Amt>
        <ExcessFromYear2Amt>161523</ExcessFromYear2Amt>
        <ExcessFromYear1Amt>134729</ExcessFromYear1Amt>
        <ExcessFromCurrentYearAmt>152249</ExcessFromCurrentYearAmt>
      </UndistributedIncomeGrp>
      <SupplementaryInformationGrp>
        <ApplicationSubmissionInfoGrp>
          <RecipientPersonNm>Maya Higgins Program Manager</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>PO Box 293</AddressLine1Txt>
            <CityNm>Belfast</CityNm>
            <StateAbbreviationCd>ME</StateAbbreviationCd>
            <ZIPCd>049150293</ZIPCd>
          </RecipientUSAddress>
          <RecipientPhoneNum>2073385654</RecipientPhoneNum>
          <RecipientEmailAddressTxt>maya@switzernetwork.org</RecipientEmailAddressTxt>
          <FormAndInfoAndMaterialsTxt>A grant proposal must be formulated collaboratively with a Switzer Fellow, followed by direct phone or email contact with the Switzer Foundation to summarize the project. A written concept letter will then be invited for submission. (See attached Leadership Grant Application Procedures and Guidelines)</FormAndInfoAndMaterialsTxt>
          <SubmissionDeadlinesTxt>No deadline</SubmissionDeadlinesTxt>
          <RestrictionsOnAwardsTxt>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 used to evaluate proposals 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 Grant Application Procedures and Guidelines)</RestrictionsOnAwardsTxt>
        </ApplicationSubmissionInfoGrp>
        <ApplicationSubmissionInfoGrp>
          <RecipientPersonNm>Maya Higgins Program Manager</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>PO Box 293</AddressLine1Txt>
            <CityNm>Belfast</CityNm>
            <StateAbbreviationCd>ME</StateAbbreviationCd>
            <ZIPCd>049150293</ZIPCd>
          </RecipientUSAddress>
          <RecipientPhoneNum>2073385654</RecipientPhoneNum>
          <RecipientEmailAddressTxt>maya@switzernetwork.org</RecipientEmailAddressTxt>
          <FormAndInfoAndMaterialsTxt>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, current graduate academic transcripts, and an outline of the planned course of study. (See attached Fellowship Application Procedures and Guidelines)</FormAndInfoAndMaterialsTxt>
          <SubmissionDeadlinesTxt>The first (non-holiday) Monday in January</SubmissionDeadlinesTxt>
          <RestrictionsOnAwardsTxt>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 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.Fellowship applications will be reviewed using the following criteria: Environmental commitment; Applied focus; Innovative problem-solving; Leadership potential; Collaboration and engagement; Social equity awareness and experience; and Communication skills. (See attached Fellowship Application Procedures and Guidelines)</RestrictionsOnAwardsTxt>
        </ApplicationSubmissionInfoGrp>
        <ApplicationSubmissionInfoGrp>
          <RecipientPersonNm>Maya Higgins Program Director</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>PO Box 293</AddressLine1Txt>
            <CityNm>Belfast</CityNm>
            <StateAbbreviationCd>ME</StateAbbreviationCd>
            <ZIPCd>049150293</ZIPCd>
          </RecipientUSAddress>
          <RecipientPhoneNum>2073385654</RecipientPhoneNum>
          <RecipientEmailAddressTxt>maya@switzernetwork.org</RecipientEmailAddressTxt>
          <FormAndInfoAndMaterialsTxt>Requests for Professional Development Fund grants may be made to the Switzer Foundation at any time, and an online Application Form is provided. A preliminary email or telephone conversation with the Program Manager or Executive Director is advised before submitting a written request. Applications 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)</FormAndInfoAndMaterialsTxt>
          <SubmissionDeadlinesTxt>No Deadline</SubmissionDeadlinesTxt>
          <RestrictionsOnAwardsTxt>Awards are made to Switzer Fellows who have completed their fellowship year and are professionally employed or continuing their graduate studies with a focus on improving environmental quality. (See attached Professional Development Fund Application Procedures and Guidelines)</RestrictionsOnAwardsTxt>
        </ApplicationSubmissionInfoGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>Professional Development Grants</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>See attached</AddressLine1Txt>
            <CityNm>Belfast</CityNm>
            <StateAbbreviationCd>ME</StateAbbreviationCd>
            <ZIPCd>04915</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>N/A</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>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. Awards are made to Switzer Fellows who have completed their fellowship year and are professionally employed or continuing their graduate studies with a focus on improving environmental quality.</GrantOrContributionPurposeTxt>
          <Amt>26156</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>Fellowship Prog Grants Appr Prior F</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>See attached</AddressLine1Txt>
            <CityNm>Belfast</CityNm>
            <StateAbbreviationCd>ME</StateAbbreviationCd>
            <ZIPCd>04915</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>N/A</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>The Fellowship Program is intended to support highly talented graduate students in New England and California whose studies are directed toward improving environmental issues. 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 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.</GrantOrContributionPurposeTxt>
          <Amt>170000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>Frontline Catalysts</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>4100 Redwood Road 20A-417</AddressLine1Txt>
            <CityNm>Oakland</CityNm>
            <StateAbbreviationCd>CA</StateAbbreviationCd>
            <ZIPCd>94619</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <GrantOrContributionPurposeTxt>For the Project Coordinator position at Frontline Catalysts to be filled by Switzer Fellow Catalina Garzn-Galvis. The grant award will support the project as outlined in the proposal for this one-year period.</GrantOrContributionPurposeTxt>
          <Amt>50000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>Fellowship Prog Grants Appr Curr FY</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>See attached</AddressLine1Txt>
            <CityNm>Belfast</CityNm>
            <StateAbbreviationCd>ME</StateAbbreviationCd>
            <ZIPCd>04915</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>I</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>The Fellowship Program is intended to support highly talented graduate students in New England and California whose studies are directed toward improving environmental issues. 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 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.</GrantOrContributionPurposeTxt>
          <Amt>170000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>Community Water Center</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>311 Murray Avenue</AddressLine1Txt>
            <CityNm>Visalia</CityNm>
            <StateAbbreviationCd>CA</StateAbbreviationCd>
            <ZIPCd>93291</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>None</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>NC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>To support environmental activities to ensure every Californian has access to safe, clean and affordable drinking water.</GrantOrContributionPurposeTxt>
          <Amt>60000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <TotalGrantOrContriPdDurYrAmt>476156</TotalGrantOrContriPdDurYrAmt>
        <GrantOrContriApprvForFutGrp>
          <RecipientPersonNm>Fellowship Prog Grants Paid Next FY</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>See attached</AddressLine1Txt>
            <CityNm>Belfast</CityNm>
            <StateAbbreviationCd>ME</StateAbbreviationCd>
            <ZIPCd>04915</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>I</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>The Fellowship Program is intended to support highly talented graduate students in New England and California whose studies are directed toward improving environmental issues. 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 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.</GrantOrContributionPurposeTxt>
          <Amt>170000</Amt>
        </GrantOrContriApprvForFutGrp>
        <TotalGrantOrContriApprvFutAmt>170000</TotalGrantOrContriApprvFutAmt>
      </SupplementaryInformationGrp>
      <AnalysisIncomeProducingActyGrp>
        <IntOnSavAndTempCashInvstGrp>
          <ExclusionCd>14</ExclusionCd>
        </IntOnSavAndTempCashInvstGrp>
        <DividendsAndInterestFromSecDtl>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>400173</ExclusionAmt>
        </DividendsAndInterestFromSecDtl>
        <OtherInvestmentIncomeGrp>
          <ExclusionAmt>19411</ExclusionAmt>
        </OtherInvestmentIncomeGrp>
        <GainSalesAstOthThanInvntryGrp>
          <ExclusionCd>18</ExclusionCd>
          <ExclusionAmt>694984</ExclusionAmt>
        </GainSalesAstOthThanInvntryGrp>
        <OtherRevenueDescribedGrp>
          <Desc>Other Investment Income</Desc>
        </OtherRevenueDescribedGrp>
        <SubtotalsIncmProducingActyGrp>
          <ExclusionAmt>1075746</ExclusionAmt>
        </SubtotalsIncmProducingActyGrp>
        <TotalIncomeProducingActyAmt>1075746</TotalIncomeProducingActyAmt>
      </AnalysisIncomeProducingActyGrp>
      <TrnsfrTransRlnNonchrtblEOGrp>
        <TrnsfrOfCashToNonchrtblEOInd>false</TrnsfrOfCashToNonchrtblEOInd>
        <TrnsfrOtherAssetNonchrtblEOInd>false</TrnsfrOtherAssetNonchrtblEOInd>
        <SalesOrExchangesOfAssetsInd>false</SalesOrExchangesOfAssetsInd>
        <PurchaseOfAssetsNonchrtblEOInd>false</PurchaseOfAssetsNonchrtblEOInd>
        <RentalOfFacilitiesOthAssetsInd>false</RentalOfFacilitiesOthAssetsInd>
        <ReimbursementArrangementsInd>false</ReimbursementArrangementsInd>
        <LoansOrLoanGuaranteesInd>false</LoansOrLoanGuaranteesInd>
        <PerformanceOfServicesEtcInd>false</PerformanceOfServicesEtcInd>
        <SharingOfFacilitiesEtcInd>false</SharingOfFacilitiesEtcInd>
        <RelationshipsNonchrtblEOInd>false</RelationshipsNonchrtblEOInd>
      </TrnsfrTransRlnNonchrtblEOGrp>
    </IRS990PF>
    <AccountingFeesSchedule documentId="AccountingFeesSchedule" softwareId="24020490" softwareVersionNum="2024v5.2">
      <AccountingFeesDetail>
        <CategoryTxt>Accounting, Bookkeeping &amp; Tax</CategoryTxt>
        <Amt>15653</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>15653</DisbursementsCharitablePrpsAmt>
      </AccountingFeesDetail>
    </AccountingFeesSchedule>
    <ContractorCompensationExpln documentId="ContractorProfExpln" softwareId="24020490" softwareVersionNum="2024v5.2">
      <ContractorCompExplnGrp>
        <ContractorBusinessName>
          <BusinessNameLine1Txt>Pathstone</BusinessNameLine1Txt>
        </ContractorBusinessName>
        <ExplanationTxt>Compensation paid is for investment advisory and management services.</ExplanationTxt>
      </ContractorCompExplnGrp>
    </ContractorCompensationExpln>
    <InvestmentsCorpBondsSchedule documentId="InvestmentsCorpBondsSchedule" softwareId="24020490" softwareVersionNum="2024v5.2">
      <InvestmentsCorporateBondsGrp>
        <BondNm>Pershing #000</BondNm>
        <EOYBookValueAmt>652237</EOYBookValueAmt>
        <EOYFMVAmt>657481</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>Pershing #234</BondNm>
        <EOYBookValueAmt>1050184</EOYBookValueAmt>
        <EOYFMVAmt>1026370</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
    </InvestmentsCorpBondsSchedule>
    <InvestmentsCorpStockSchedule documentId="InvestmentsCorpStockSchedule" softwareId="24020490" softwareVersionNum="2024v5.2">
      <InvestmentsCorporateStockGrp>
        <StockNm>Pershing #242</StockNm>
        <EOYBookValueAmt>10342732</EOYBookValueAmt>
        <EOYFMVAmt>14196582</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>Pershing #037</StockNm>
        <EOYBookValueAmt>101032</EOYBookValueAmt>
        <EOYFMVAmt>101011</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
    </InvestmentsCorpStockSchedule>
    <InvestmentsGovtObligationsSch documentId="InvestmentsGovtObligationsSche" softwareId="24020490" softwareVersionNum="2024v5.2">
      <USGovtObligationsBookVlEOYAmt>1630426</USGovtObligationsBookVlEOYAmt>
      <USGovtObligationsEOYFMVAmt>1654287</USGovtObligationsEOYFMVAmt>
      <StateLocalSecBookVlEOYAmt>660738</StateLocalSecBookVlEOYAmt>
      <StateLocalSecEOYFMVAmt>676619</StateLocalSecEOYFMVAmt>
    </InvestmentsGovtObligationsSch>
    <InvestmentsOtherSchedule2 documentId="InvestmentsOtherSchedule2" softwareId="24020490" softwareVersionNum="2024v5.2">
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>New Energy Capital Infrastructure Fund</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>7836</BookValueAmt>
        <EOYFMVAmt>24</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>Summit Partners Sustainable Opp Fnd</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>1249587</BookValueAmt>
        <EOYFMVAmt>1249587</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>SJF Ventures Funds</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>467294</BookValueAmt>
        <EOYFMVAmt>472245</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>Ecosystem Integrity Fund</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>170762</BookValueAmt>
        <EOYFMVAmt>87217</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>PGIM Real Estate Fund</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>198284</BookValueAmt>
        <EOYFMVAmt>218543</EOYFMVAmt>
      </InvestmentsOtherGrp>
    </InvestmentsOtherSchedule2>
    <LandEtcSchedule2 documentId="LandEtcSchedule2" softwareId="24020490" softwareVersionNum="2024v5.2">
      <LandEtcGrp>
        <CategoryOrItemTxt>Furniture and Fixtures</CategoryOrItemTxt>
        <CostOrOtherBasisAmt>1082</CostOrOtherBasisAmt>
        <AccumulatedDepreciationAmt>1082</AccumulatedDepreciationAmt>
      </LandEtcGrp>
      <LandEtcGrp>
        <CategoryOrItemTxt>Machinery and Equipment</CategoryOrItemTxt>
        <CostOrOtherBasisAmt>8820</CostOrOtherBasisAmt>
        <AccumulatedDepreciationAmt>8820</AccumulatedDepreciationAmt>
      </LandEtcGrp>
    </LandEtcSchedule2>
    <LegalFeesSchedule documentId="LegalFeesSchedule" softwareId="24020490" softwareVersionNum="2024v5.2">
      <LegalFeesGrp>
        <CategoryTxt>Legal fees -Grant Program Changes</CategoryTxt>
        <LegalFeesAmt>787</LegalFeesAmt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>787</DisbursementsCharitablePrpsAmt>
      </LegalFeesGrp>
    </LegalFeesSchedule>
    <MortgagesAndNotesPayableSch documentId="MortgagesAndNotesPayableSchedu" softwareId="24020490" softwareVersionNum="2024v5.2">
      <NotePayableGrp>
        <LenderNameGrp>
          <PersonNm>United States SBA</PersonNm>
        </LenderNameGrp>
        <LoanOriginalAmt>34000</LoanOriginalAmt>
        <NoteDt>2020-04</NoteDt>
        <LoanMaturityDt>2020-06</LoanMaturityDt>
        <RepaymentTermsTxt>Foregiven if conditions met</RepaymentTermsTxt>
        <SecurityProvidedBorrowerTxt>Unsecured</SecurityProvidedBorrowerTxt>
        <LoanPurposeTxt>Paycheck Protection Program</LoanPurposeTxt>
        <LenderConsiderationDesc>Cash</LenderConsiderationDesc>
      </NotePayableGrp>
    </MortgagesAndNotesPayableSch>
    <OtherExpensesSchedule documentId="OtherExpensesSchedule" softwareId="24020490" softwareVersionNum="2024v5.2">
      <OtherExpensesScheduleGrp>
        <Desc>Bank Charges</Desc>
        <RevenueAndExpensesPerBooksAmt>278</RevenueAndExpensesPerBooksAmt>
        <DisbursementsCharitablePrpsAmt>278</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>Education</Desc>
        <RevenueAndExpensesPerBooksAmt>3730</RevenueAndExpensesPerBooksAmt>
        <DisbursementsCharitablePrpsAmt>3534</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>Insurance (Liability)</Desc>
        <RevenueAndExpensesPerBooksAmt>1531</RevenueAndExpensesPerBooksAmt>
        <DisbursementsCharitablePrpsAmt>1531</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>Insurance (Workers Comp)</Desc>
        <RevenueAndExpensesPerBooksAmt>607</RevenueAndExpensesPerBooksAmt>
        <DisbursementsCharitablePrpsAmt>607</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>Membership Fees</Desc>
        <RevenueAndExpensesPerBooksAmt>1850</RevenueAndExpensesPerBooksAmt>
        <DisbursementsCharitablePrpsAmt>1850</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>Miscellaneous Expense</Desc>
        <RevenueAndExpensesPerBooksAmt>504</RevenueAndExpensesPerBooksAmt>
        <DisbursementsCharitablePrpsAmt>504</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>Office Expense</Desc>
        <RevenueAndExpensesPerBooksAmt>4493</RevenueAndExpensesPerBooksAmt>
        <DisbursementsCharitablePrpsAmt>1127</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>Telecommunications</Desc>
        <RevenueAndExpensesPerBooksAmt>967</RevenueAndExpensesPerBooksAmt>
        <DisbursementsCharitablePrpsAmt>339</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>Web Fees</Desc>
        <RevenueAndExpensesPerBooksAmt>6085</RevenueAndExpensesPerBooksAmt>
        <DisbursementsCharitablePrpsAmt>6085</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>Website Design</Desc>
        <RevenueAndExpensesPerBooksAmt>2173</RevenueAndExpensesPerBooksAmt>
        <DisbursementsCharitablePrpsAmt>2173</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
    </OtherExpensesSchedule>
    <OtherIncomeSchedule2 documentId="OtherIncomeSchedule2" softwareId="24020490" softwareVersionNum="2024v5.2">
      <OtherIncomeDetail>
        <Desc>Other Investment Income</Desc>
        <RevenueAndExpensesPerBooksAmt>-19411</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>-19411</NetInvestmentIncomeAmt>
      </OtherIncomeDetail>
    </OtherIncomeSchedule2>
    <OtherProfessionalFeesSchedule documentId="OtherProfessionalFeesSchedule" softwareId="24020490" softwareVersionNum="2024v5.2">
      <OtherProfessionalFeesDetail>
        <CategoryTxt>AdminTech Non-Program Consultants</CategoryTxt>
        <Amt>4490</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>4490</DisbursementsCharitablePrpsAmt>
      </OtherProfessionalFeesDetail>
      <OtherProfessionalFeesDetail>
        <CategoryTxt>Audit Fees</CategoryTxt>
        <Amt>17000</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>17000</DisbursementsCharitablePrpsAmt>
      </OtherProfessionalFeesDetail>
      <OtherProfessionalFeesDetail>
        <CategoryTxt>Consultant Expenses</CategoryTxt>
        <Amt>3317</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>3317</DisbursementsCharitablePrpsAmt>
      </OtherProfessionalFeesDetail>
      <OtherProfessionalFeesDetail>
        <CategoryTxt>Fellowship Program Consultant</CategoryTxt>
        <Amt>16999</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>16999</DisbursementsCharitablePrpsAmt>
      </OtherProfessionalFeesDetail>
      <OtherProfessionalFeesDetail>
        <CategoryTxt>Health Benefit Fees</CategoryTxt>
        <Amt>444</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>444</DisbursementsCharitablePrpsAmt>
      </OtherProfessionalFeesDetail>
      <OtherProfessionalFeesDetail>
        <CategoryTxt>Other Program Consultants</CategoryTxt>
        <Amt>12800</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>12800</DisbursementsCharitablePrpsAmt>
      </OtherProfessionalFeesDetail>
      <OtherProfessionalFeesDetail>
        <CategoryTxt>Portfolio Advisor Fees</CategoryTxt>
        <Amt>70164</Amt>
        <NetInvestmentIncomeAmt>70164</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </OtherProfessionalFeesDetail>
      <OtherProfessionalFeesDetail>
        <CategoryTxt>Retirement Fees</CategoryTxt>
        <Amt>2537</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>2537</DisbursementsCharitablePrpsAmt>
      </OtherProfessionalFeesDetail>
      <OtherProfessionalFeesDetail>
        <CategoryTxt>Special Project Consultant</CategoryTxt>
        <Amt>6500</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>6500</DisbursementsCharitablePrpsAmt>
      </OtherProfessionalFeesDetail>
    </OtherProfessionalFeesSchedule>
    <TaxesSchedule documentId="TaxesSchedule" softwareId="24020490" softwareVersionNum="2024v5.2">
      <TaxesDetail>
        <CategoryTxt>Foreign Taxes</CategoryTxt>
        <Amt>14477</Amt>
        <NetInvestmentIncomeAmt>14477</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>14477</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
      <TaxesDetail>
        <CategoryTxt>Payroll Taxes</CategoryTxt>
        <Amt>22532</Amt>
        <DisbursementsCharitablePrpsAmt>22532</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
    </TaxesSchedule>
  </ReturnData>
</Return>