2024-11-15T13:19:45-08:00 2023-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2023-01-01 770559600 Swift Foundation co Manchester Capital Management SWIF 8059695670 1157 Coast Village Road A Santa Barbara CA 93108 John F Swift President 2024-11-15 false true Erik Satow P01410341 4159830200 2023 2024-10-15 13:58:12Z X 51631550 X X 1045308 1045308 1191817 11051047 1191817 62380 102905 2299505 2340030 10000 10000 445235 445235 55559 55559 18445 18445 4730 4730 432748 323328 109420 46659 46659 34921 33762 94240 101710 73373 20712 43912 1215910 390699 822773 7008810 7488047 8224720 390699 8310820 -5925215 1949331 916250 916250 2413750 2115436 2115436 43250 34402 68960 68960 4673607 3342371 3342371 15960790 17115910 17115910 3131004 1574853 1574853 25336604 24536993 24536993 1986021 1960777 1960777 53579428 51631550 51631550 42047 67402 1417917 938680 231373 97198 1691337 1103280 X 51888091 50528270 51888091 50528270 53579428 51631550 51888091 -5925215 4565394 50528270 50528270 Sales of Publicly Traded Securities P 2000-01-01 2023-12-31 11026594 9807881 1218713 1218713 Captial Gains Distributions P 2000-01-01 2023-12-31 24453 24453 24453 Realized Gain/Loss from Partnerships P 2000-01-01 2023-12-31 51349 -51349 -51349 1191817 27096 27096 27096 70630 70630 X 43534 43534 false false false false false true true false true true CA true false false false false true N/A Manchester Capital Management 8059695670 1157 Coast Village Road Ste A Santa Barbara CA 93108 false false false true true false false false false false false false false false false false false false false false false false John F Swift 1157 Coast Village Road Ste A Santa Barbara CA 93108 President/Chair 7.50 0 Karen Swift 1157 Coast Village Road Ste A Santa Barbara CA 93108 Treasurer 3.00 0 Sonja Swift 1157 Coast Village Road Ste A Santa Barbara CA 93108 Sect'y/VP 3.00 0 Jeannette Armstrong 1157 Coast Village Road Ste A Santa Barbara CA 93108 Director 3.00 0 Humberto Rios Labrada 1157 Coast Village Road Ste A Santa Barbara CA 93108 Director 3.00 2500 Elaine Rasmussen 1157 Coast Village Road Ste A Santa Barbara CA 93108 Director 3.00 2500 Rajasvini Bhansall 1157 Coast Village Road Ste A Santa Barbara CA 93108 Director 3.00 5000 Suzanne Benally 1157 Coast Village Road Ste A Santa Barbara CA 93108 Executive Director 40.00 177176 9746 Rosemary Hitchens 1157 Coast Village Road Ste A Santa Barbara CA 93108 Operations Mgr 40.00 93095 9803 Ashley Sarracino 1157 Coast Village Road Ste A Santa Barbara CA 93108 Grants Mgr 40.00 52964 312 Manchester Capital Management LLC 1157 Coast Village Road Ste A Santa Barbara CA 93108 Investment Mgmt 213265 Boston Trust 1 Beason Street 34th Fl Boston MA 02108 Investment Advice 55295 37921355 1348681 13517947 52787983 0 52787983 791820 51996163 2599808 2599808 27096 27096 2572712 2572712 2572712 8310820 8310820 2572712 620371 1419445 1945243 2882804 6867863 8310820 0 2572712 5738108 12605971 0 12605971 620371 1419445 1945243 2882804 5738108 John F Swift Swift Foundation 1157 Coast Village Road Ste A Santa Barbara CA 93108 8059695670 No Specified Form None None - Approval by the Board of Directors Required See Grant Statement 1157 Coast Village Road Ste A Santa Barbara CA 93108 N/A PC See Grant Statement 7488047 7488047 14 1045308 18 1191817 Partnership Income 900099 -40525 14 90385 PRI Interest 14 12520 -40525 2340030 2299505 false false false false false false false false false false Tax Preparation 4730 0 0 4730 See Investment Statement 1574853 1574853 See Investment Statement 17115910 17115910 2834453 2834453 507918 507918 See Investment Statement FMV 11019046 11019046 See Investment Statement FMV 13517947 13517947 Legal Fees 18445 0 0 18445 Accrued Income 269211 292426 292426 Canticle Farm 22590 22590 22590 Global Partnerships 500000 550000 550000 MicroEnergy Credits 12400 -18068 -18068 Native American Natural Foods, LLC 294091 294091 294091 Persistent Energy Prtnrs LLC 51069 51069 51069 Root Capital 500000 500000 500000 RSF Social Finance - PRI Fund 02 114135 238841 238841 Storytellers Foundation 32375 29828 29828 ADR Fees 20712 20712 Dues and Memberships 31056 22418 Grant Software 17010 17010 Insurance 3183 3183 IT Expenses 1412 1301 Partnership Income 49860 90385 PRI Interest 12520 12520 Deferred Excise Tax 231373 97198 Consulting Fees 44148 0 0 44148 Contractors 65272 0 0 65272 Investment Management Fees 323328 323328 0 0 Foreign Taxes 46659 46659