Form990-PF

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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
Bessie Minor Swift Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)7055 Heron Circle
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Carlsbad, CA92011
A Employer identification number

38-3839284
B Telephone number (see instructions)

(970) 217-7864
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$1,116,917J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 318 318  
4 Dividends and interest from securities... 35,564 35,564  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 69,703
b Gross sales price for all assets on line 6a 492,836
7 Capital gain net income (from Part IV, line 2)... 69,703
8 Net short-term capital gain.........  
9 Income modifications...........  
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).......      
12 Total. Add lines 1 through 11........ 105,585 105,585  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 8,901 8,901    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,861 947    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 11,033 155   10,878
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,795 10,003   10,878
25 Contributions, gifts, grants paid....... 83,986 83,986
26 Total expenses and disbursements. Add lines 24 and 25 105,781 10,003   94,864
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -196
b Net investment income (if negative, enter -0-) 95,582
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 105,497 125,920 125,920
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 852,553 Click to see attachment802,093 842,220
c Investments—corporate bonds (attach schedule)....... 120,243 Click to see attachment150,084 148,777
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 bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,078,293 1,078,097 1,116,917
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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 1,078,293 1,078,097
30 Total net assets or fund balances (see instructions)..... 1,078,293 1,078,097
31 Total liabilities and net assets/fund balances (see instructions). 1,078,293 1,078,097
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
1,078,293
2
Enter amount from Part I, line 27a .....................
2
-196
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,078,097
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
1,078,097
Form 990-PF (2018)
Form 990-PF (2018)
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 Publicly-traded Securities      
b
c
d
e
(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 492,836   423,133 69,703
b
c
d
e
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       69,703
b
c
d
e
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 69,703
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  
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))
2017 84,242 1,208,837 0.069688
2016 84,386 1,011,240 0.083448
2015 76,924 857,480 0.089709
2014 69,869 748,803 0.093308
2013 48,949 656,513 0.074559
2
Total of line 1, column (d) .....................
2
0.410712
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.082142
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,194,874
5
Multiply line 4 by line 3......................
5
98,149
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
956
7
Add lines 5 and 6........................
7
99,105
8
Enter qualifying distributions from Part XII, line 4,.............
8
94,864
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,912
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 1,912
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 1,912
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 500
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.............. 7 500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,412
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   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
 
 
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)
    bulletCA
    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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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
     
     
    ........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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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
     
     
    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 2018 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 2018.)..................
    3b
     
     
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    .........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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    Janet Buschert Sec / Treas / Dir
    4.0     		0 0 0
    7055 Heron Circle
    Carlsbad,CA92011
    Jack Shelton VP / DIr
    2.0     		0 0 0
    7055 Heron Circle
    Carlsbad,CA92011
    Marilyn Shelton Chairman / Pres
    2.0     		0 0 0
    7055 Heron Circle
    Carlsbad,CA92011
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
     
    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 (2018)
    Form 990-PF (2018)
    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
    1,132,421
    b
    Average of monthly cash balances.......................
    1b
    80,649
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,213,070
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,213,070
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    18,196
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,194,874
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    59,744
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    59,744
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,912
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,912
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    57,832
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    57,832
    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
    57,832
    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
    94,864
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    94,864
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    94,864
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 57,832
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:2016, 2015, 2014  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 8,714
    b From 2014...... 32,529
    c From 2015...... 34,228
    d From 2016...... 34,140
    e From 2017...... 24,214
    fTotal of lines 3a through e........ 133,825
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 94,864
    a Applied to 2017, 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)........     		 
    d Applied to 2018 distributable amount..... 57,832
    e Remaining amount distributed out of corpus 37,032
    5 Excess distributions carryover applied to 2018.    
    (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 5 170,857
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		8,714
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		162,143
    10 Analysis of line 9:
    a Excess from 2014.... 32,529
    b Excess from 2015.... 34,228
    c Excess from 2016.... 34,140
    d Excess from 2017.... 24,214
    e Excess from 2018.... 37,032
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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).)
    Janet Buschert
    Marilyn Shelton
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    ARTS-KIDS INC
    1351 KEARNS BLVD
    PARK CITY,UT84060     		N/A PC To purchase reusable equipment and pay for specialized instructors for ten classes at ten different schools or at out-of-school venues 2,695
    ASPEN YOUTH CENTER
    PO BOX 8266
    ASPEN,CO81612     		N/A PC to purchase Raspberry Pi's for 8 kids, 6 brush bot robotics kits, 6 art bot robotics kits and 3 x 4-in-1 robots that follow black lines, motion, light, or touch. explore STEM fields outside of school so they can pursue their interests and be better prepared for the future 1,000
    Battle Mountain High School
    151 MILLER RANCH RD
    Edwards,CO81632     		N/A GOV to purchase a classroom set of Vex Robotics along with supplemental research-based curriculum designed specifically for a high school classroom 3,000
    BRENTWOOD MIDDLE SCHOOL
    2600 24TH AVE CT
    GREELEY,CO80634     		N/A GOV To purchase kitchen and adaptive equipment, trips focused on learning to read restaurant menus and grocery store shopping labels in addition to participating in other local community events 1,500
    CHICAGO PARK ELEMENTARY SCHOOL
    15725 MT OLIVE RD
    GRASS VALLEY,CA95945     		N/A GOV pre-trip classroom visits, class visits to the Woolman Research site and post-trip creation of posters and letter writing that can be shared with other classes 3,000
    CHURCHILL COUNTY LIBRARY
    553 S MAINE ST
    FALLON,NV89406     		N/A GOV weekly visits to the "Libraries Rock" Summer Reading Outreach Program at the Fallon Youth Club, Churchill SumFun and at NAS Fallon Child and Youth Programs 3,000
    CHURCHILL COUNTY MUSEUM ASSO
    1050 S MAINE ST
    FALLON,NV89406     		N/A PC to purchase a library-bound set of the cat in the hat's learning library books and all the supplies necessary to produce and maintain a "Discovery Room" weekly activity such as a craft, science experiment or learning module to help children Discover, Educate, Create and Communicate 940
    CLEAR CREEK ELEMENTARY SCHOOL DISTRICT
    17700 MCCOURTNEY RD
    GRASS VALLEY,CA95949     		N/A GOV to provide instruction, educational materials and teacher curriculum guides for field trips to study water quality, plants and insects at a local river 3,000
    DOS RIOS ELEMENTARY SCHOOL
    2201 34TH ST
    EVANS,CO80620     		N/A GOV to purchase Snap Circuits, Little Bits Electronic modules, LEGOs and K'nex kits in order to transform the school library into a Makerspace 1,400
    EMPIRE ELEMENTARY SCHOOL
    1260 MONTE ROSA DR
    CARSON CITY,NV89703     		N/A GOV creation of a library of science books materials and to help support and solidify student learning 1,500
    FAMILY VISITOR PROGRAM OF GARFIELD COUNTY INC
    PO BOX 1845
    GLENWOOD SPGS,CO81602     		N/A PC to purchase books and materials for the "read to me" program 2,000
    FRIENDS OF THE COLBY PUBLIC LIBRARY
    PO BOX 318
    COLBY,WI54421     		N/A PC to purchase science, technology and engineering equipment and cover the costs of ten learning sessions and speakers for events for the "Full Steam Ahead" Program 3,000
    FRIENDS OF THE GRAND COUNTY LIBRARY INC
    PO BOX 1050
    GRANBY,CO80446     		N/A PC to purchase materials for summer reading programs and pay instructors who will lead the program 3,000
    GLENWOOD SPRINGS ELEMENTARY SCHOOL
    915 SCHOOL ST
    GLENWOOD SPRINGS,CO81601     		N/A GOV to purchase books for the daily intensive intervention for reading program 3,000
    GRASS VALLEY CHARTER SCHOOL FOUNDATION
    225 S AUBURN ST
    GRASS VALLEY,CA95945     		N/A PC to purchase robot activity sets and puzzlets that will be utilized by students in weekly STEM classes 3,000
    GREELEY WEST HIGH SCHOOL
    2401 35TH AVE
    GREELEY,CO80634     		N/A GOV to purchase books and lab tools and pay for part of the overnight trip to Estes Park 2,705
    HAYDEN SCHOOL DISTRICT NO RE-1
    PO BOX 70
    HAYDEN,CO81639     		N/A GOV to purchase licenses to the Lexia curriculum for Hayden Valley Elementary 2,870
    HAYDEN VALLEY ELEMENTARY SCHOOL
    PO BOX 70
    HAYDEN,CO81639     		N/A GOV to purchase multiple copies of "Science Comics"Max Axiom Science Comics" that correlate to learning goals in Grade 3-5 classrooms 1,664
    HOMESTAKE PEAK SCHOOL
    750 EAGLE RD
    AVON,CO81620     		N/A GOV to purchase reading intervention materials for two programs and bookbags for students 1,690
    HORIZONS SPECIALIZED SERVICES INC
    405 OAK ST
    STEAMBOAT SPRINGS,CO80487     		N/A PC to purchase puzzles, books, games and paints along with a weighted compression vest and lap pad for an Early Intervention Program 2,071
    INCLINE ELEMENTARY SCHOOL
    915 NORTHWOOD BLVD
    INCLINE VILLAGE,NV89451     		N/A GOV To provide "Get in the Act" Science Theater Workshops to all 340 students in grades K-5. To provide "Get in the Act!" science partners in the building for 2-3 weeks in order to give every student access to science workshops 3,000
    J C FREMONT ELEMENTARY SCHOOL
    1511 FIREBOX RD
    CARSON CITY,NV89701     		N/A GOV to purchase materials for use in the classroom and provide storage for materials and To support a visit to the Terry Lee Wells Discovery Museum 2,000
    JUNIOR ACHIEVEMENT OF UTAH INC
    515 S 700 E STE 1F
    SALT LAKE CTY,UT84102     		N/A PC to support the JA BizTown Program 3,000
    MARINE RESEARCH AND EDUCATION INC
    PO BOX 7493
    S LAKE TAHOE,CA96158     		N/A PC to support student participation in "on-shore"on-the-water" classes to learn about the Lake Tahoe ecosystem. The costs include boat use, boat captain and teacher salaries, replacement of supplies, and insurance 2,650
    MARK TWAIN ELEMENTARY SCHOOL
    2111 CARRIAGE CREST DR
    CARSON CITY,NV89703     		N/A GOV to purchase LEGO MINDSTORMS robot kits and books along with Fisher Price Code-a-Pillar sets and extensions for in-class robotics and coding lessons 2,814
    NORTH ROUTT COMMUNITY CHARTER SCHOOL
    26990 EAGLE LN
    CLARK,CO80428     		N/A PC to purchase practice books, a sentence structure guide and other supporting materials to serve roughly 340 children through the Framing your Thoughts curriculum 286
    POUDRE LEARNING CENTER FOUNDATION INC
    8313 W F ST
    GREELEY,CO80631     		N/A PC to purchase activity materials, fund facilitators and provide food for the Science in Nature Research Program 2,550
    SALIDA DEL SOL ACADEMY FOUNDATION
    111 E 26TH ST
    GREELEY,CO80631     		N/A PC to purchase the Santillana USA Guided Reading Library to be used as part of the school's Drop Everything and Read (DEAR) Program 2,620
    SIERRA HOUSE ELEMENTARY
    1709 REMINGTON TRAIL
    SOUTH LAKE TAHOE,CA96150     		N/A GOV to purchase a variety of STEAM-focused materials to support the robotic lessons and provide art instruction and materials for the "Full Steam Ahead" Program 2,800
    SIERRA NEVADA JOURNEYS
    190 E LIBERTY ST
    RENO,NV89501     		N/A PC to provide project coordination, program delivery and a portion of the consumable supplies and snacks used at 3 family Stem night events 2,667
    SILVERTHORNE ELEMENTARY SCHOOL
    PO BOX 1039
    SILVERTHORNE,CO80498     		N/A GOV to purchase books to be used in guided reading groups and classroom libraries 2,000
    SOUTH LAKE TAHOE FAMILY RESOURCE CENTER
    3501 SPRUCE AVE STE B
    S LAKE TAHOE,CA96150     		N/A PC to purchase journals and writing materials to be used as part of the Parabajitos program 1,000
    SUMMIT THERAPY ANIMALS
    PO BOX 1124
    BRECKENRIDGE,CO80424     		N/A PC to purchase extensions to a dog-book library, bookmarks picturing the dogs and incorporation of new volunteer teams in the Reading Education Assistance Dogs (READ) program 450
    TAHOE VALLEY ELEMENTARY SCHOOL
    943 TAHOE ISLAND DR
    SOUTH LAKE TAHOE,CA96150     		N/A GOV to purchase multi-level fiction and non-fiction titles in order to develop a FAmily Literacy Garden, to purchase and install a "Free Little Librarycreate pamphlets that talk about how to develop literacy skills 2,989
    THE FRIENDSHIP CLUB
    200 LITTON DR STE 308
    GRASS VALLEY,CA95945     		N/A PC to purchase books and snacks to be used as part of the Book Friends Program weekly reading club 1,125
    UNIVERSITY OF NORTHERN COLORADO FOUNDATION INC
    1620 RESERVOIR RD
    GREELEY,CO80631     		N/A PC The Randy Bangert Journalism Scholarship Endowment Fund 3,000
    YAMPAH MOUNTAIN HIGH SCHOOL
    695 RED MOUNTAIN DR
    GLENWOOD SPRINGS,CO81601     		N/A GOV to provide graphic design, print costs, supplies and curriculum for a journalism program 3,000
    Total .................................bullet 3a 83,986
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ...........     		    14 318  
    4 Dividends and interest from securities....     14 35,564  
    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 69,703  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   105,585  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    105,585
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

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

    TY 2018 DepreciationSchedule
    Name:
    Bessie Minor Swift Foundation
    EIN:
    38-3839284
    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

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    Bessie Minor Swift Foundation
    EIN:
    38-3839284
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BMW BK NORTH AMER UTAH - 1.900 45,186 44,928
    CAPITAL ONE NA CD - 2.800% - 0 59,580 59,101
    GE CAP FINL IC UT US CD - 3.60 10,318 10,109
    SYNCHRONY BANK UT US - 1.900% 35,000 34,639

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    Bessie Minor Swift Foundation
    EIN:
    38-3839284
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 8,855 13,921
    AECOM TECHNOLOGY CORPORATION 5,879 5,194
    ALASKA AIR GROUP INC 6,031 5,477
    ALLERGAN PLC 6,055 4,544
    ANGEL OAK FLEXIBLE INCOME INST 20,292 20,335
    ANGEL OAK MULTI-STRATEGY INCOM 20,280 20,028
    APPLE INC 8,036 14,354
    AT&T, INC 19,217 15,811
    BANK NEW YORK MELLON CORP COM 9,884 14,498
    BCE INC 14,363 13,440
    BUNGE LTD 13,561 11,917
    CITIGROUP INC 12,523 13,744
    COMCAST CORP 10,460 14,233
    CONOCOPHILLIPS 10,908 15,026
    CVS CAREMARK CORP 18,766 16,577
    D R HORTON 2,907 2,253
    DAIMLERCHRYSLER AG 12,277 8,549
    DEERE CO 6,621 12,232
    DEUTSCHE TELE AG ADS 5,466 6,096
    DISCOVERY INC (FORMERLY DISC C 6,124 6,111
    EQUINOR ASA 8,680 12,067
    EXXON MOBIL CORP 17,621 14,524
    FACEBOOK INC 5,194 4,719
    GENERAL MOTORS 14,513 14,718
    GILEAD SCIENCES INC 17,191 14,512
    GLAXOSMITHKLINE PLC 17,811 15,704
    GOLDMAN SACHS GROUP 5,941 4,343
    HOLLYFRONTIER CORP 7,849 14,774
    HOSPITAL PROPERTIES TRUST 15,135 13,373
    ING GROUP N V SPONSORED ADR 5,935 3,752
    INTEL CORP 10,781 14,924
    INTERNATIONAL BUSINESS MACHINE 19,106 14,550
    ISHARES BARCLAYS 0-5 YR TIPS 32,291 31,268
    ISHARES BARCLAYS 3-7 YEAR TREA 30,910 31,564
    ISHARES LEHMAN INTERMDTE CREDI 19,962 19,762
    JEFFERIES GROUP INC 14,850 13,402
    JP MORGAN CHASE 8,870 17,279
    LENNAR CORP 2,910 1,918
    LIBERTY SIRIUS XM CORP - SER C 5,946 5,288
    MAGNA INTERNATIONAL INC 5,835 5,090
    MCKESSON CORP 11,766 8,617
    MICROSOFT CORP 3,402 12,188
    NEWELL RUBBERMAID INC 5,958 3,960
    NOKIA 5,952 5,966
    ORACLE CORP 5,444 7,359
    PACCAR INC 4,360 3,600
    PARK HOTELS & RESORTS INC 5,780 5,871
    PERFORMANCE TRUST TOTAL RETURN 31,414 31,400
    PETROLEO BRASILEIRO SA- PETRO 6,099 5,447
    PFIZER INC 9,171 13,619
    PHILLIPS 66 9,119 13,526
    PIMCO ENHANCED SHORT MATURITY 20,092 20,089
    PIONEER BOND FUND CLASS Y 31,355 31,223
    QUALCOMM INC 16,928 16,675
    RIO TINTO PLC SPONSORED ADR 8,869 15,223
    ROYAL DUTCH SHEL PLC SPONS ADR 13,123 15,524
    RYMAN HOSPITALITY PROPERTIES 10,025 13,271
    SANOFI-AVENTIS SPONSORED ADR 14,886 14,108
    SCHLUMBERGER LTD 9,107 4,149
    SHAW COMMUNICATIONS INC 9,317 8,629
    SONY CORP ADR 5,671 16,415
    TEVA PHARMACEUTICAL INDUSTRIES 6,077 4,441
    THE MOSAIC CO 11,129 13,291
    UNION PACIFIC 5,055 9,400
    VERIZON COMMUNICATIONS 12,054 15,348
    VIACOM INC CLASS A 15,838 10,540
    VODAFONE GROUP PLC 21,397 12,956
    W. P. CAREY INC 6,869 7,514

    TY 2018 OtherExpensesSchedule
    Name:
    Bessie Minor Swift Foundation
    EIN:
    38-3839284
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 10,843     10,843
    Bank Charges 155 155    
    State or Local Filing Fees 35     35


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    Bessie Minor Swift Foundation
    EIN:
    38-3839284
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 8,901 8,901    


    TY 2018 TaxesSchedule
    Name:
    Bessie Minor Swift Foundation
    EIN:
    38-3839284
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2018 500      
    990-PF Excise Tax for 2017 414      
    Foreign Tax Paid 947 947