2025-11-14T19:15:14-08:00 2024-12-31 371420474 Fontanello Duffield & Otake LLP 111 Pine Street Suite 1750 San Francisco CA 94111 990PF 2024-01-01 770559600 Swift Foundation co Manchester Capital Management SWIF 8059695670 1157 Coast Village Road A Santa Barbara CA 93108 John F Swift President 2025-11-14 true true Erik Satow P01410341 4159830200 2024 2025-03-06 01:10:19Z X 42862717 X X 846657 846657 2783127 11041145 2783127 144395 173478 3774179 3803262 444940 444940 55401 55401 2258 2258 31420 31420 382114 319878 62236 38151 20651 28970 29491 71988 69264 60808 11712 55267 1116050 352241 750277 8306489 6710245 9422539 352241 7460522 -5648360 3451021 916250 2866345 2866345 2115436 1229792 1229792 68960 10649 10649 3342371 3445559 3445559 17115910 16340673 16340673 1574853 1076958 1076958 24536993 15858693 15858693 1960777 2034048 2034048 51631550 42862717 42862717 67402 46391 938680 1629577 97198 116666 1103280 1792634 X 50528270 41070083 50528270 41070083 51631550 42862717 50528270 -5648360 44879910 3809827 41070083 Sales of Publicly Traded Securities P 2000-01-01 2024-12-31 10932694 8179581 2753113 2753113 Captial Gains Distributions P 2000-01-01 2024-12-31 108451 108451 108451 Realized Gain/Loss from Partnerships P 2000-01-01 2024-12-31 78437 -78437 -78437 2783127 47969 47969 47969 66034 25000 91034 X 43065 43065 false false false false false false 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 0 Elaine Rasmussen 1157 Coast Village Road Ste A Santa Barbara CA 93108 Director 3.00 0 Rajasvini Bhansall 1157 Coast Village Road Ste A Santa Barbara CA 93108 Director 3.00 0 Suzanne Benally 1157 Coast Village Road Ste A Santa Barbara CA 93108 Executive Director 40.00 185264 11603 Rosemary Hitchens 1157 Coast Village Road Ste A Santa Barbara CA 93108 Operations Mgr 40.00 98837 13365 Alejandro Argumedo 1157 Coast Village Road Ste A Santa Barbara CA 93108 Program Dir 40.00 130200 5498 Manchester Capital Management LLC 1157 Coast Village Road Ste A Santa Barbara CA 93108 Investment Mgmt 206112 Boston Trust 1 Beason Street 34th Fl Boston MA 02108 Investment Advice 54909 34084986 2023641 8655123 44763750 0 44763750 671456 44092294 2204615 2204615 47969 47969 2156646 2156646 2156646 7460522 7460522 2156646 620371 1419445 1945243 2882804 5738108 12605971 7460522 0 2156646 5303876 17909847 0 620371 17289476 1419445 1945243 2882804 5738108 5303876 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 6710245 6710245 See Grant Statement 1157 Coast Village Road Ste A Santa Barbara CA 93108 PC See Grant Statement 1610000 1610000 14 846657 18 2783127 Partnership Income 900099 -29083 14 160411 PRI Interest 14 13067 -29083 3803262 3774179 false false false false false false false false false false Audit Fees 31420 0 0 31420 See Investment Statement 1076958 1076958 See Investment Statement 16340673 16340673 2993832 2993832 451727 451727 See Investment Statement FMV 8360129 8360129 See Investment Statement FMV 7498564 7498564 Legal Fees 2258 0 0 2258 Accrued Income 292426 198533 198533 Accrued Tax Credit 36908 36908 Global Partnerships 550000 550000 550000 MicroEnergy Credits -18068 132008 132008 Native American Natural Foods, LLC 294091 294994 294994 Persistent Energy Prtnrs LLC 51069 51069 51069 Root Capital 500000 500000 500000 RSF Social Finance - PRI Fund 02 238841 270536 270536 Prior Period Audit Adjustments 2962430 ADR Fees 11712 11712 Dues and Memberships 21895 30333 Grant Software 18371 18371 Insurance 3183 3183 IT Expenses 5647 3380 Partnership Income 131328 160411 PRI Interest 13067 13067 Deferred Excise Tax 97198 116666 Consulting Fees 4381 0 0 4381 Contractors 57855 0 0 57855 Investment Management Fees 319878 319878 0 0 Federal Taxes - UBI 17500 Foreign Taxes 20651 20651