2017-05-01T11:04:15-07:00 2016-12-31 205947643 THEOREM LLP 122 PENN STREET EL SEGUNDO CA 900675040 990PF 2016-01-01 030471427 THE SWANTON FAMILY FOUNDATION INC SWAN 2133445829 61891 BUNKER HILL COURT BEND OR 97702 NANCY SWANTON TREASURER/CFO 2133445829 2017-04-26 ANITA LEE P00006585 2133445829 2017-04-27 992E83F8B90DF5B4529726673504EEC70C9F5DD3 F8E8C302B45B67843F13B8EA9C208F1DCF85C19A 2016 2021-01-29 14:40:06Z X 704834 X X 37 37 17104 17104 -13171 232555 3970 17141 15000 15000 6065 6065 9629 9629 1080 1080 300 300 768 768 32842 10709 22133 89006 89006 121848 10709 111139 -117878 6432 73556 310236 310236 707357 360077 394598 780913 670313 704834 3282 3282 0 X 777631 670313 777631 670313 780913 670313 777631 -117878 10560 670313 670313 PUBLICLY TRADED SECURITIES P 230840 245726 -14886 -14886 -13171 false 72940 825516 0.088357 127993 925208 0.138340 112596 1075848 0.104658 73072 482935 0.151308 79700 394862 0.201843 0.684506 0.136901 721815 98817 64 98881 111139 X 64 64 64 64 false false false false false false true true CA true false false false false true N/A NANCY SWANTON 2133445829 61891 BUNKER HILL COURT BEND OR 97702 false false false false true false false false false false false false false false false false false false false false NORMAN SWANTON 61891 BUNKER HILL COURT BEND OR 97702 PRESIDENT 10.00 0 0 0 NANCY SWANTON 61891 BUNKER HILL COURT BEND OR 97702 TREASURER/CF 10.00 15000 0 0 PATRICIA NOONAN 61891 BUNKER HILL COURT BEND OR 97702 TRUSTEE 5.00 0 0 0 NONE NONE N/A 411939 320868 0 732807 732807 10992 721815 36091 36091 64 64 36027 36027 36027 111139 111139 64 111075 36027 59958 48925 75470 81964 31820 298137 111139 36027 75112 373249 0 59958 313291 48925 75470 81964 31820 75112 NORMAN SWANTON X HILLSIDES AVAILABLE UPON REQUEST PALOS VERDES CA 90275 CHARITABLE 10000 PVGC RALLY FOR THE CURE AVAILABLE UPON REQUEST PALOS VERDES CA 90275 CHARITABLE 256 CHRISTOPHER NEWPORT UNIVERSITY AVAILABLE UPON REQUEST NEWPORT NEWS VA 23606 SCHOLARSHIP FUND 5000 CASCADES SWIM ACADEMY AVAILABLE UPON REQUEST BEND OR 97701 CHARITABLE 100 SANTA MONICA YMCA AVAILABLE UPON REQUEST SANTA MONICA CA 90401 CHARITABLE 1000 RTOWN COMMUNITY FUND AVAILABLE UPON REQUEST BEND OR 97701 CHARITABLE 500 WESTERN GOVERNOR UNIVERSITY AVAILABLE UPON REQUEST SALT LAKE CITY UT 84107 SCHOLARSHIP FUND 3395 MARYMOUNT MANHATTAN COLLEGE AVAILABLE UPON REQUEST NEW YORK CITY NY 10021 SCHOLARSHIP FUND 5000 ELGIN ACADEMY AVAILABLE UPON REQUEST ELGIN IL 60120 SCHOLARSHIP FUND 5000 VIRGINIA TECH AVAILABLE UPON REQUEST BLACKSBURG VA 24601 SCHOLARSHIP FUND 5000 AMERICAN ASSOC UNIVERSITY AVAILABLE UPON REQUEST NEW YORK CITY NY 10021 SCHOLARSHIP FUND 2000 JBARJ RANCH AVAILABLE UPON REQUEST BEND OR 97701 CHARITABLE 165 CRATER LAKE NATURAL PARK AVAILABLE UPON REQUEST CRATER LAKE OR 97701 CHARITABLE 100 THE BEND EDUCATION FOUNDATION AVAILABLE UPON REQUEST BEND OR 97701 CHARITABLE 2500 LINES FOR LIFE AVAILABLE UPON REQUEST PORTLAND OR 97701 CHARITABLE 450 MTNSTAR FAMILY NURSERY AVAILABLE UPON REQUEST BEND OR 97701 CHARITABLE 681 MOUNTAINSTAR FAMILY RESCUE NURSERY AVAILABLE UPON REQUEST BEND OR 97701 CHARITABLE 11000 FAMILY RESOURCE CENTER AVAILABLE UPON REQUEST BEND OR 97701 CHARITABLE 5100 GHOST TREE INVITATIONAL AVAILABLE UPON REQUEST BEND OR 97701 CHARITABLE 505 GHOST TREE INVITATIONAL AVAILABLE UPON REQUEST BEND OR 97701 CHARITABLE 500 KIDS CENTER AVAILABLE UPON REQUEST BEND OR 97701 CHARITABLE 6110 FAMILY RESOURCE CENTER AVAILABLE UPON REQUEST BEND OR 97701 CHARITABLE 590 FAMILY RESOURCE CENTER AVAILABLE UPON REQUEST BEND OR 97701 CHARITABLE 1810 MOUNTAIN FAMILY RESCUE NURSERY AVAILABLE UPON REQUEST BEND OR 97701 CHARITABLE 200 FAMILY RESOURCE CENTER AVAILABLE UPON REQUEST BEND OR 97701 CHARITABLE 5000 CASA OF CENTRAL OREGON AVAILABLE UPON REQUEST BEND OR 97701 CHARITABLE 175 CASCADES ACADEMY AVAILABLE UPON REQUEST BEND OR 97701 CHARITABLE 254 THE BLOOM PROJECT AVAILABLE UPON REQUEST BEND OR 97701 CHARITABLE 2050 JEWISH BATTERED WOMEN SOCIETY AVAILABLE UPON REQUEST BEND OR 97701 CHARITABLE 10000 CASCADES ACADEMY AVAILABLE UPON REQUEST BEND OR 97701 CHARITABLE 100 DSP AVAILABLE UPON REQUEST BEND OR 97701 CHARITABLE 1000 CASCADES ACADEMY AVAILABLE UPON REQUEST BEND OR 97701 CHARITABLE 3465 89006 14 37 14 17104 18 -13171 3970 3970 false false false false false false false false false false TAX PREPARATION FEES 6065 6065 JP MORGAN EQUITIES 360077 394598 EXPENSES SUPPLIES 768 768 PPA ADJUSTMENT 10560 DUE TO SWANTON (EXCISE TAX) 3282 JP MORGAN INVESTMENT FEES 9629 9629 FRANCHISE TAX BOARD 914 914 STATE FILING FEE 10 10 FEDERAL EXCISE TAX 156 156