Form990-PF
Click to see list of attachments

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 07-01-2015 , and ending 06-30-2016
Name of foundation
Robert and Patricia Switzer Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 293
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Belfast, ME04915
A Employer identification number

34-1504501
B Telephone number (see instructions)

(207) 338-5654
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$17,099,814J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 600
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 87 87 87
4 Dividends and interest from securities... 193,877 193,877 193,877
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 686,300
b Gross sales price for all assets on line 6a 22,253,231
7 Capital gain net income (from Part IV, line 2)... 686,300
8 Net short-term capital gain.........  
9 Income modifications........... 479
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 129    
12 Total. Add lines 1 through 11........ 880,993 880,264 194,443
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 67,469     67,469
14 Other employee salaries and wages...... 95,826     95,826
15 Pension plans, employee benefits....... 41,539     41,539
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,920     5,920
c Other professional fees (attach schedule).... Click to see attachment 213,353 111,701   101,652
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 25,548     25,548
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,167   1,167
20 Occupancy.............. 11,179     11,179
21 Travel, conferences, and meetings....... 172,501     172,501
22 Printing and publications.......... 6,359     6,359
23 Other expenses (attach schedule)....... Click to see list of attachments 33,218     33,218
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 674,079 111,701 1,167 561,211
25 Contributions, gifts, grants paid....... 418,170 433,170
26 Total expenses and disbursements. Add lines 24 and 25 1,092,249 111,701 1,167 994,381
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -211,256
b Net investment income (if negative, enter -0-) 768,563
c Adjusted net income (if negative, enter -0-)... 193,276
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 497,911 683,633 683,633
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 15,138 14,276 14,276
10a Investments—U.S. and state government obligations (attach schedule) 3,035,928 Click to see attachment2,991,577 3,045,960
b Investments—corporate stock (attach schedule)....... 10,221,048 Click to see attachment10,410,914 10,533,986
c Investments—corporate bonds (attach schedule)....... 3,336,351 Click to see attachment2,782,092 2,820,177
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet11,200
Less: accumulated depreciation (attach schedule) bullet9,417 2,950 Click to see attachment1,783 1,782
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,109,326 16,884,275 17,099,814
Liabilities 17 Accounts payable and accrued expenses.......... 1,615 2,820
18 Grants payable.................. 165,000 150,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 166,615 152,820
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 16,942,711 16,731,455
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 16,942,711 16,731,455
31 Total liabilities and net assets/fund balances (see instructions). 17,109,326 16,884,275
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
16,942,711
2
Enter amount from Part I, line 27a .....................
2
-211,256
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
16,731,455
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
16,731,455
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 4,682.901u MFS Global Equity Fund - I P 2000-01-02 2015-07-01
b 79,121.52u Boston Common International P 2000-01-02 2015-07-01
c Boston Common International P 2015-06-30 2015-07-01
d 54,423.96u Delaware Emerging Markets Fund P 2000-01-02 2015-07-01
e Delaware Emerging Markets Fund P 2015-06-30 2015-07-01
27,453.27u Snow Capital Opportunity-I P 2000-01-02 2015-10-26
Snow Capital Opportunity-I P 2015-01-02 2015-10-26
Walden Social Equity Fund P 2015-01-02 2015-11-18
77,791.82u Walden Social Equity Fund P 2000-01-02 2015-11-18
33,396.95u Vanguard Short-term Bond Idx-Adm P 2000-01-02 2015-11-20
33,238.37u Vanguard Short-term Bond Idx-Adm P 2000-01-02 2016-02-25
Brown Adv Growth Equity-Ins P 2015-12-31 2016-05-04
46,034.85u Brown Adv Growth Equity-Ins P 2000-01-02 2016-05-04
Perritt Micro Cap Opportunity Fund P 2015-12-31 2016-05-05
31,087.5u Perritt Micro Cap Opportunity Fund P 2000-01-02 2016-05-05
(See attached) RSFP #1043699 P 2000-01-02 2015-12-31
(See attached) RSFP #1043699 [Capital Gain Dist] P 2015-07-01 2015-12-31
(See attached) RSFP #1043699 [Capital Gain Dist] P 2000-01-02 2016-06-30
(See attached) Breckenridge 2 #1044989 P 2015-07-01 2015-12-31
(See attached) Breckenridge 2 #1044989 P 2000-01-02 2016-06-30
(See attached) Walthausen #1043723 P 2015-07-01 2015-12-31
(See attached) Walthausen #1043723 P 2000-01-02 2016-06-30
(See attached) Parametric #1047711 P 2015-07-01 2015-12-31
(See attached) Walden #1047712 P 2015-07-01 2015-12-31
(See attached) BNY Mellon #BQFF52183302 P 2015-07-01 2015-12-31
(See attached) BNY Mellon #BQFF52183302 P 2015-07-01 2015-12-31
(See attached) Breckenridge #1044770 P 2015-07-01 2015-12-31
(See attached) Breckenridge #1044770 P 2000-01-02 2016-06-30
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 175,000   142,038 32,962
b 2,173,678   2,011,961 161,717
c 6,120     6,120
d 794,046   829,081 -35,035
e     1,084 -1,084
662,996   699,367 -36,371
    5,286 -5,286
12,653     12,653
1,439,776   1,229,868 209,908
350,000   354,709 -4,709
350,000   353,002 -3,002
7,236     7,236
874,792   765,630 109,162
1,027     1,027
966,727   904,744 61,983
7,293,349   7,293,349  
4,674     4,674
234,242     234,242
838,664   840,697 -2,033
677,749   692,685 -14,936
991,342   1,025,549 -34,207
218,982   191,213 27,769
809,667   808,760 907
1,880,293   1,895,740 -15,447
330,000   357,498 -27,498
12,943   13,327 -384
723,385   723,538 -153
423,890   427,805 -3,915
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       32,962
b       161,717
c       6,120
d       -35,035
e       -1,084
      -36,371
      -5,286
      12,653
      209,908
      -4,709
      -3,002
      7,236
      109,162
      1,027
      61,983
       
      4,674
      234,242
      -2,033
      -14,936
      -34,207
      27,769
      907
      -15,447
      -27,498
      -384
      -153
      -3,915
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 686,300
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -53,475
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 971,924 18,574,645 0.05233
2013 1,011,028 18,834,777 0.05368
2012 895,225 17,485,656 0.05120
2011 996,599 16,882,524 0.05903
2010 965,655 17,384,343 0.05555
2
Total of line 1, column (d) .....................
20.271780
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.054356
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
17,222,638
5
Multiply line 4 by line 3......................
5
936,154
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,686
7
Add lines 5 and 6........................
7
943,840
8
Enter qualifying distributions from Part XII, line 4.............
8
994,381
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 7,686
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 7,686
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,686
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 13,120
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,120
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,434
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet5,434 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletME
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.switzernetwork.org
    14
    The books are in care ofbulletLissa Widoff Telephone no.bullet (207) 338-5654

    Located atbulletPO Box 293BelfastME ZIP+4bullet049150293
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Carol Tucker Trustee
    2.00     		0    
    One Congress Street
    Boston,MA01609
    Adrienne Alvord Trustee
    2.00     		0    
    500 12th St Ste 340
    Oakland,CA94607
    Joe Aldy Trustee
    0.00     		0    
    Mail Box 57 79 JFK Street
    Cambridge,MA02138
    Margaret Rubega Trustee
    2.00     		0    
    North Eagleville Rd U-3034
    Storrs,CT06269
    Jessica Switzer Trustee
    2.00     		0    
    388 Market St Ste 1400
    San Francisco,CA94111
    Bruce Kahn Trustee
    2.00     		0    
    1350 Ave of the Americas
    New York,NY10019
    Lissa Widoff Executive Direc
    32.00     		67,469 2,600  
    PO Box 293
    Belfast,ME04915
    Jennifer Sokolove Trustee
    2.00     		0    
    101 Montgomery St Ste 850
    San Francisco,CA94104
    Elise Switzer Trustee
    2.00     		0    
    6 Valerie Lane
    Napa,CA94558
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    17,208,220
    b
    Average of monthly cash balances.......................
    1b
    260,634
    c
    Fair market value of all other assets (see instructions)................
    1c
    16,058
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,484,912
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    17,484,912
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    262,274
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,222,638
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    861,132
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    861,132
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    7,686
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,686
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    853,446
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    479
    5
    Add lines 3 and 4............................
    5
    853,925
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    853,925
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    994,381
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    994,381
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    7,686
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    986,695
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 853,925
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 86,826
    b From 2011...... 162,827
    c From 2012...... 83,680
    d From 2013...... 82,342
    e From 2014...... 56,296
    fTotal of lines 3a through e........ 471,971
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 994,381
    a Applied to 2014, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 853,925
    e Remaining amount distributed out of corpus 140,456
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 612,427
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		86,826
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		525,601
    10 Analysis of line 9:
    a Excess from 2011.... 162,827
    b Excess from 2012.... 83,680
    c Excess from 2013.... 82,342
    d Excess from 2014.... 56,296
    e Excess from 2015.... 140,456
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Erin Lloyd Program Director
    PO Box 293
    Belfast,ME049150293
    (207) 338-5654
    erin@switzernetwork.org
    bThe form in which applications should be submitted and information and materials they should include:
    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)
    cAny submission deadlines:
    March 1st & October 1st
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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 a Leadership 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.3. The project and the Switzer Fellow will help build the capacity of the Organization.One-year grants of up to $40,000 are made to qualified applicants.(See attached Leadership Application Procedures and Guidelines)
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Erin Lloyd Program Director
    PO Box 293
    Belfast,ME049150293
    (207) 338-5654
    erin@switzernetwork.org
    bThe form in which applications should be submitted and information and materials they should include:
    Each applicant must complete an online application process provided by the Foundation. Include with the online application, and in a prescribed uploadable format, 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)
    cAny submission deadlines:
    January 10th
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Awards are restricted to individuals that are a U.S. citizen, enrolled in an accredited graduate institution ONLY in California or New England, have strong academic qualifications, and have academic and career goals focused on environmental improvement, regardless of the school, major, or program in which they are enrolled. Environmental Fellowship applications will be reviewed using the following criteria:*Demonstrated Leadership Experience and Potential*Applied Focus*Innovative, Creative Approaches*Career Goals and Commitment*Communication and Critical Thinking*Prior work and volunteer experience in an environmental field(See attached Fellowship Application Procedures and Guidelines)
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Erin Lloyd Program Director
    PO Box 293
    Belfast,ME049150293
    (207) 338-5654
    erin@switzernetwork.org
    bThe form in which applications should be submitted and information and materials they should include:
    A preliminary telephone conversation with the Executive Director or Program Officer is advised before submitting a written request. Requests for Professional Development Grants may be made to the Robert and Patricia Switzer Foundation at any time, and an online Application Form is provided.Written requests need not be more thatn 1-2 pages, listing the Fellow's name and contact information, their title and employer, the general responsibilities of their current position, and a description of the specific professional development opportunity for which funds are being sought. Include an explanation of how the opportunity will advance the Fellow's career, and the cost of the professional development opportunity along with the funds sought from the Foundation. Indicate also the degree to which the Fellow or their Organization will fund the Fellow's participation, and any other sources of funding available. (See attached Professional Development Fund Application Procedures and Guidelines)
    cAny submission deadlines:
    No Deadline
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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 and conditions.(See attached Professional Development Fund Application Procedures and Guidelines)
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Lissa Widoff Executive Director
    PO Box 293
    Belfast,ME04915
    (207) 338-5654
    lissa@switzernetwork.org
    bThe form in which applications should be submitted and information and materials they should include:
    1. Contact the Foundation - Interested Switzer Fellows should send a short description of the concept to staff. Describe how you would like to use and tap the Switzer Fellowship Network to advance progress on an issue, project or policy initiative in which you are engaged.2. Reach out to the Switzer Network - Prepare a brief outline of your idea and the kinds of input you are seeking from other Fellows to be posted to the Switzer Blog and the listserve.3. Evaluate Switzer Network input and refine your idea - Once you have had a chance to engage Fellows and review Network input to your idea, you may wish to revise or expand your idea to include additional Fellows and strategies. After the review, you may be invited to submit your concept as a full application.4. Submit Application - Once your concept is ready for development of a proposal to the Switzer Foundation, an application may be prepared and submitted. Along with a Proposal cover sheet should be included a narrative outlining pr
    cAny submission deadlines:
    No Deadline
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    The Switzer Network Innovation Grants Program Grants can address any environmental issue(s), particularly those with specific targeted outcomes in science and policy.All Switzer Fellows, current or past, are eligible to apply for Network Innovation funding through their own organizations or with a strategic organizational partner.The proposed project 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)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Fellowship Program Grants
    See attached
    Belfast,ME04915     		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 Grant
    See attached
    Belfast,ME04915     		N/A N/A Grants are made for the professional development of Fellowship Alumni only. 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) 12,743
    Union of Concerned Scientists
    100 Market St Ste 204
    Portsmouth,NH03801     		N/A N/A Union of Concerned Scientists general support. 55
    California Institute for Rural Stud
    PO Box 1047
    Davis,CA95617     		N/A NC Leadership Grant (See attached) 15,000
    Environmental Grantmakers Associati
    474 Riverside Drive Ste 902
    New York,NY10115     		N/A N/A To support EGA educational programs. 3,472
    Audubon South Carolina
    190 King St
    Charleston,SC29456     		N/A NC Leadership Grant (See attached) 40,000
    SkyTruth
    PO Box 3283
    Shepherdstown,WV25443     		  NC Network Innovation Grant - Provide support to SkyTruth and Switzer Fellows to analyze the increased footprint of fracking on the WV landscape while documenting chemical risks and exposures to sensitive sites and sharing the resulting maps and data with key contstituencies. 40,000
    North American Assn for Environment
    272 Hibiscus Ave
    Lauderdale by Sea,FL33308     		N/A NC Network Innovation Grant - Anecdotes to Evidence: Demonstrating the Impact of Environmental Education 4,000
    South Yuba River Citizens League
    313 Railroad Ave
    Nevada City,CA95959     		N/A NC Sponsorship of environmental film festival. 500
    Confluence Philanthropy
    475 Riverside Drive Ste 900
    New York,NY10115     		N/A NC Program support in addition to membership. 1,500
    Bipartisan Policy Center
    1225 I Street NW Ste 1000
    Washington,DC20005     		N/A NC To support the work of the Bipartisan Policy Center. 500
    East Yard Communities for Envirn Ju
    113 Hester Street
    New York,NY10002     		N/A NC Ad sponsorship on behalf of Martha Matsuoka's environmental justice work. 400
    Total .................................bullet 3a 268,170
    bApproved for future payment
    Fellowship Program Grants
    See attached
    Belfast,ME04915     		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
    Total .................................bullet 3b 150,000
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 87  
    4 Dividends and interest from securities....     14 193,877  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 686,300  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aMiscellaneous Income     		    1 129  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   880,393  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13880,393
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID: 15000324
    Software Version: 2015v2.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    Robert and Patricia Switzer Foundation
    EIN:
    34-1504501
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 2,585 0 0 2,585
    Audit Fees 3,335 0 0 3,335

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 DepreciationSchedule
    Name:
    Robert and Patricia Switzer Foundation
    EIN:
    34-1504501
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Computer SYSCUSTDT01 2011-07-05 998 700 SL 20.00 % 200      
    Computer SYSCUSTDT01 2011-07-05 998 700 SL 20.00 % 200      
    Lenovo ThinkPad T520 2011-07-05 1,298 910 SL 20.00 % 260      
    Computer Server & Periph. 2014-06-23 2,536 570 SL 20.00 % 507      

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    Robert and Patricia Switzer Foundation
    EIN:
    34-1504501
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Vanguard Short-term Bond Index Fund 427,857 427,862
    Breckenridge - Corporate & Foreign Bonds 221,015 224,568
    Breckenridge - Corporate Obligations 1,242,906 1,273,257
    Breckenridge II - Corp & Foreign Bonds 221,359 222,330
    Breckenridge II - Corporate Obligations 668,955 672,160

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    Robert and Patricia Switzer Foundation
    EIN:
    34-1504501
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Walden Social Equity Fund    
    Walden Small Cap Innovations Fund 1,413,534 1,405,793
    MFS Global Equity Fund 1,171,946 1,388,967
    Perritt Micro Cap Opportunities Fund    
    Snow Capital Opportunity Fund    
    Delaware Emerging Markets Fund    
    Boston Common International Fund 2,778,144 2,556,268
    Walthausen Investments 1,332,874 1,365,461
    Johcm Int'l Small Cap 751,341 741,066
    Brown Sustainable Growth 715,000 730,474
    Walden Private Security 1,251,105 1,296,333
    RBC Emerging Markets 330,000 376,881
    Parametric 666,970 672,743

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    Robert and Patricia Switzer Foundation
    EIN:
    34-1504501
    Software ID:
    15000324
    Software Version:
    2015v2.0
    US Government Securities - End of Year Book Value:

    1,366,278
    US Government Securities - End of Year Fair Market Value:

    1,378,354
    State & Local Government Securities - End of Year Book Value:


    1,625,299
    State & Local Government Securities - End of Year Fair Market Value:


    1,667,606


    TY 2015 LandEtcSchedule2
    Name:
    Robert and Patricia Switzer Foundation
    EIN:
    34-1504501
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furniture and Fixtures 1,082 1,082    
    Machinery and Equipment 10,118 8,335 1,783 1,782


    TY 2015 OtherExpensesSchedule
    Name:
    Robert and Patricia Switzer Foundation
    EIN:
    34-1504501
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Charges 16     16
    Education 1,241     1,241
    Insurance (Office) 2,056     2,056
    Insurance (Workers Comp) 818     818
    Membership Fees 3,175     3,175
    Office Expense 11,545     11,545
    Telecommunications 2,637     2,637
    Website 11,730     11,730


    TY 2015 OtherIncomeSchedule2
    Name:
    Robert and Patricia Switzer Foundation
    EIN:
    34-1504501
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Miscellaneous Income 129    


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    Robert and Patricia Switzer Foundation
    EIN:
    34-1504501
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AdminTech Non-Program Consultants 30,363 0 0 30,363
    Communication Training Consultant 375 0 0 375
    Communications Consultants 48,834 0 0 48,834
    Consultant Expenses 800 0 0 800
    Fellowship Program Consultant 20,100 0 0 20,100
    Investment Management Fees 61,647 61,647 0 0
    Portfolio Advisor Fees 50,054 50,054 0 0
    Various Professional Fees 1,180 0 0 1,180


    TY 2015 TaxesSchedule
    Name:
    Robert and Patricia Switzer Foundation
    EIN:
    34-1504501
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Taxes Paid 13,120     13,120
    Payroll Taxes 12,428     12,428