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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$1,856,815J 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 200 200  
4 Dividends and interest from securities... 45,091 45,091  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -60,842
b Gross sales price for all assets on line 6a 794,457
7 Capital gain net income (from Part IV, line 2)... 0
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........ -15,551 45,291  
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 11,804 11,804    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,152 852    
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 12,555 160   12,395
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,511 12,816   12,395
25 Contributions, gifts, grants paid....... 86,195 86,195
26 Total expenses and disbursements. Add lines 24 and 25 111,706 12,816   98,590
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -127,257
b Net investment income (if negative, enter -0-) 32,475
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 222,467 126,902 126,902
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)....... 1,252,861 Click to see attachment1,334,201 1,625,745
c Investments—corporate bonds (attach schedule)....... 214,434 Click to see attachment101,402 104,168
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) 1,689,762 1,562,505 1,856,815
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,689,762 1,562,505
29 Total net assets or fund balances (see instructions)..... 1,689,762 1,562,505
30 Total liabilities and net assets/fund balances (see instructions). 1,689,762 1,562,505
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,689,762
2
Enter amount from Part I, line 27a .....................
2
-127,257
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,562,505
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 29 .
6
1,562,505
Form 990-PF (2020)
Form 990-PF (2020)
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 794,457   853,989 -59,532
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       -59,532
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 -59,532
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 451
c All other domestic foundations enter 1.39% 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........................... 3 451
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- ..... 5 451
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 514
b Exempt foreign organizations—tax withheld at source...... 6b 0
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.............. 7 514
8 Enter any penalty for underpayment of estimated tax. Check here 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 63
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet63 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 Dir, VP
    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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    1,581,734
    b
    Average of monthly cash balances.......................
    1b
    115,234
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,696,968
    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
    1,696,968
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    25,455
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,671,513
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    83,576
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    83,576
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    451
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    451
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    83,125
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    83,125
    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
    83,125
    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
    98,590
    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
    98,590
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    98,590
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 83,125
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 34,228
    b From 2016...... 34,140
    c From 2017...... 24,214
    d From 2018...... 37,032
    e From 2019...... 35,429
    fTotal of lines 3a through e........ 165,043
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 98,590
    a Applied to 2019, 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 2020 distributable amount..... 83,125
    e Remaining amount distributed out of corpus 15,465
    5 Excess distributions carryover applied to 2020.    
    (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 5 180,508
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		34,228
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		146,280
    10 Analysis of line 9:
    a Excess from 2016.... 34,140
    b Excess from 2017.... 24,214
    c Excess from 2018.... 37,032
    d Excess from 2019.... 35,429
    e Excess from 2020.... 15,465
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    ASPEN ART MUSEUM
    637 E HYMAN AVE
    ASPEN,CO81611     		N/A PC Mobile Story Art program 3,000
    ASPEN CENTER FOR ENVIRONMENTAL STUDIES
    100 PUPPY SMITH ST
    ASPEN,CO81611     		N/A PC FAMILY SCIENCE NIGHTS FUND AT CRYSTAL RIVER ELEMENTARY SCHOOL IN CARBONDALE AND RE-2 IN GARFIELD COUNTY 3,000
    ASPEN EDUCATION FOUNDATION
    PO BOX 2200
    ASPEN,CO81612     		N/A PC To purchase books, snacks and supplies for the Read with ME Program 500
    BASALT REGIONAL LIBRARY FOUNDATION INC
    PO BOX 318
    BASALT,CO81621     		N/A PC Baby Recess program 550
    BIJOU COMMUNITY SCHOOL
    3501 SPRUCE AVE
    SOUTH LAKE TAHOE,CA96150     		N/A GOV for support of a burgeoning STEAM program that will bring drumming lessons to 22 K-5 classes 3,000
    BOYS & GIRLS CLUB OF NORTHWEST COLORADO
    PO BOX 1251
    CRAIG,CO81626     		N/A PC to purchase books, math flash cards, fluency tools, writing supplies and staff time for the Summer Brain Gain curriculum 3,000
    BOYS AND GIRLS CLUB OF LAKE TAHOE
    PO BOX 17846
    S LAKE TAHOE,CA96151     		N/A PC Math Intervention Club 3,000
    CHICAGO PARK ELEMENTARY SCHOOL
    15725 MT OLIVE RD
    GRASS VALLEY,CA95945     		N/A GOV WATERSHED EDUCATION PROJECT IN THE FORM OF A FIELD EXPERIENCE FOLLOWED BY AN AQUATIC BIOLOGY LAB 3,000
    CLEAR CREEK ELEMENTARY SCHOOL DISTRICT
    17700 MCCOURTNEY RD
    GRASS VALLEY,CA95949     		N/A GOV WATERSHED EDUCATION PROJECT IN THE FORM OF A FIELD EXPERIENCE FOLLOWED BY AN AQUATIC BIOLOGY LAB 3,000
    COLORADO FOUNDATION FOR AGRICULTURE INC
    10343 FEDERAL BLVD UNIT J 224
    WESTMINSTER,CO80260     		N/A PC to fund the publication of a children's book that accurately depicts an aspect of Colorado agriculture and promotes agricultural literacy in pre-K through 5th grade classrooms 3,000
    DOS RIOS ELEMENTARY SCHOOL
    2201 34TH ST
    EVANS,CO80620     		N/A GOV Makerspace area expansion fund for the addition of a Lego wall, art wall and the purchase of consumables for both walls 3,000
    FAMILY VISITOR PROGRAM OF GARFIELD COUNTY INC
    PO BOX 1845
    GLENWOOD SPGS,CO81602     		N/A PC READ to ME Program 2,000
    FRIENDS OF THE COLBY PUBLIC LIBRARY
    PO BOX 318
    COLBY,WI54421     		N/A PC to purchase program supplies, tutoring materials and teen/young adult books to improve and expand Teen/Young Adult services 3,000
    FRIENDS OF THE GRAND COUNTY LIBRARY INC
    PO BOX 1050
    GRANBY,CO80446     		N/A PC to purchase 8 to 15 rechargeable VOX Books (Books that Talk) for each of the five libraries in the Grand County Library District 3,000
    GALETON ELEMENTARY SCHOOL
    PO BOX 759
    GALETON,CO80622     		N/A GOV to purchase student materials necessary to implement the final phase of Steven Covey's Leader in Me program 3,000
    GENERAL FEDERATION OF WOMENS CLUB - GFWC PARK CITY
    PO BOX 683601
    PARK CITY,UT84068     		N/A PC Book'n on Home project - providing take-home books and group reading experience for first graders 500
    GET IN THE ACT ARTS IN ACTION INC
    PO BOX 129
    DAYTON,NV89403     		N/A PC TO fund the delivery of a two-week interdisciplinary Science Theater program at Tahoe Valley Elementary School 2,845
    HIGH PLAINS LIBRARY DISTRICT FOUNDATION
    2650 W 29TH ST
    GREELEY,CO80631     		N/A SO II to purchase Traveling Literacy Kits including books, a related game or activity and craft supplies 3,000
    HORIZONS SPECIALIZED SERVICES INC
    405 OAK ST
    STEAMBOAT SPRINGS,CO80487     		N/A PC to purchase tablets, manipulatives and other educational materials for use with children ages birth to three who have at least one developmental delay 2,985
    INTEGRATED COMMUNITY
    PO BOX 880587
    STEAMBOAT SPR,CO80488     		N/A PC To fund the instruction and planning time, healthy food, transportation and supplies for the ACE (Achieving Collaborating Exploring) club 2,300
    KNOWLEDGE QUEST ACADEMY
    705 SCHOOL HOUSE DR
    MILLIKEN,CO80543     		N/A PC for the purchase of the MCP PLAID curriculum through Pearson and a range of books, games and hands-on manipulatives 1,475
    MIDDLE PARK HIGH SCHOOL
    P O BOX 130
    GRANBY,CO80446     		N/A GOV for the purchase of Rev Robotics and AndyMark parts 3,000
    ROARING FORK CONSERVANCY
    PO BOX 3349
    BASALT,CO81621     		N/A PC to fund the development of a watershed education program that highlights and strengthens the connections between science, art, reading and technology 3,000
    ROARING FORK VALLEY EARLY LEARNING FUND
    817 COLORADO AVE 205
    GLENWOOD SPRINGS,CO81601     		N/A PC to fund the Raising A Reader - Aspen to Parachute pilot program 1,500
    RSVP VOLUNTEERS IN SERVICE
    809 30TH AVE
    GREELEY,CO80634     		N/A PC to purchase books to be used as part of the RSVP Volunteers in Service Program 500
    SIERRA NEVADA MEMORIAL HOSPITAL FOUNDATION
    PO BOX 1810
    GRASS VALLEY,CA95945     		N/A PC to purchase English and Spanish language books to give to 6-8 year olds at well-child medical visits through the Read Me A Story program 3,000
    SUNSET ELEMENTARY SCHOOL
    800 W 7TH ST
    CRAIG,CO81625     		N/A GOV to purchase books to use in two sessions of the America's Battle of the Books program 1,000
    TAHOE CHILDRENS FOUNDATION INC
    PO BOX 3074
    INCLINE VILLAGE,NV89450     		N/A PC for the expansion of Tahoe's Connection for Families musical circle time program 1,326
    TAHOE INSTITUTE FOR NATURAL SCIENCE
    948 INCLINE WAY
    INCLINE VLG,NV89451     		N/A PC to fund program fees, materials and transportation for nineteen 1-hour classroom programs and 10 Bird Club sessions (including purchase of journals for birding) over two semesters 2,500
    TAHOE SCHOOL OF MUSIC
    10038 MEADOW WAY UNIT E
    TRUCKEE,CA96161     		N/A PC to purchase 25 instruments 2,500
    THE BOYS & GIRLS CLUBS OF WELD COUNTY INC
    PO BOX 812
    GREELEY,CO80632     		N/A PC to purchase books to replenish the clubhouse library and class sets of books for the Kidzlit program 2,000
    THE FRIENDSHIP CLUB
    200 LITTON DR
    GRASS VALLEY,CA95945     		N/A PC Future Fridays program 1,000
    Trailside Elementary School
    5700 TRAILSIDE DR
    PARK CITY,UT84098     		N/A GOV to purchase books for participants in the annual Reach the Peak Reading Challenge 1,000
    TREAD OF PIONEERS HISTORICAL COMMISSION
    PO BOX 772372
    STEAMBOAT SPR,CO80477     		N/A PC the preservation of the Steamboat Pilot & Today's photo archive 1,500
    WEST GRAND SCHOOL DISTRICT NO 1
    PO BOX 515
    KREMMLING,CO80459     		N/A GOV to purchase books in Spanish and English and Spanish/English dictionaries for pre-school through middle school ages 500
    WEST ROUTT LIBRARY DISTRICT
    PO BOX 1813
    HAYDEN,CO81639     		N/A GOV to purchase books, crafting items, and rewards for reading aloud and alone at the Hayden Public Library 1,034
    WILLIAMS RANCH SCHOOL PARENT TEACHER ORGANIZATION
    14804 PLEASANT VALLEY RD
    PENN VALLEY,CA95946     		N/A PC to purchase Sphero SPRK+ Classroom STEM packs and associated STEM materials 3,000
    WOMEN OF WORTH
    PO BOX 213
    CEDAR RIDGE,CA95924     		N/A PC to support the execution of the first of nine modules in the Budgeting to Make Ends Meet Financial Literacy program 2,680
    YUBA RIVER CHARTER SCHOOL A CALIFORNIA NONPROFIT C
    10085 ADAM AVE
    GRASS VALLEY,CA95945     		N/A PC to support the forest experience or watershed education program provided through field experiences followed by an aquatic biology lab 3,000
    Total .................................bullet 3a 86,195
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		    14 200  
    4 Dividends and interest from securities....     14 45,091  
    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 -60,842  
    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)..   -15,551  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -15,551
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    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 2020 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 2020 InvestmentsCorpBondsSchedule
    Name:
    Bessie Minor Swift Foundation
    EIN:
    38-3839284
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CAPITAL ONE NA CD - 2.800% - 0 59,581 62,127
    GE CAP FINL IC UT US CD - 3.60 10,318 10,097
    GOLDMAN SACHS BK USACD - 2.950 10,246 10,433
    GOLDMAN SACHS BK USANY CD - 2. 11,145 11,243
    THIRD FED SVGS &LN ASSN OF CD 10,112 10,268

    TY 2020 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 24,463 35,467
    AFLAC INC 10,080 11,962
    AKRE FOCUS INSTITUTIONAL 12,780 16,783
    ALPHABET INC CL C 6,620 10,511
    AMERICAN CENTURY EQUITY INCOME 14,003 15,024
    APPLE INC 7,492 22,557
    ARCHER DANIELS MDLND 10,738 11,897
    ARTISAN INTERNATIONAL VALUE FU 17,264 24,852
    AT&T, INC 28,536 22,634
    BANK NEW YORK MELLON CORP COM 13,759 16,339
    BERKSHIRE HATHAWAY INC. CLASS 9,953 10,898
    BRISTOL-MYERS SQUIBB CO 7,828 10,359
    BROADCOM INC 5,297 8,319
    BUNGE LTD 8,548 13,772
    CISCO SYSTEMS INC 10,227 10,919
    CITIGROUP INC 22,911 24,417
    COMCAST CORP 13,096 23,475
    CONAGRA FOODS INC 8,452 11,893
    CVS CAREMARK CORP 25,029 23,017
    D R HORTON 11,557 16,954
    DAIMLERCHRYSLER AG 15,582 15,607
    DEERE CO 6,621 22,062
    DEUTSCHE TELE AG ADS 8,926 10,450
    DISCOVERY INC (FORMERLY DISC C 12,109 12,879
    FACEBOOK INC 5,194 9,834
    FEDEX CORPORATION 6,325 10,385
    FIRST EAGLE SOGEN OVERSEAS FUN 8,571 10,877
    FRESENIUS MED CAR AG 8,833 9,517
    GENERAL MOTORS 9,383 13,824
    GILEAD SCIENCES INC 20,922 16,779
    GLAXOSMITHKLINE PLC 17,811 15,125
    GOLDMAN SACHS GROUP 13,047 21,624
    GQG PARTNERS EMERGING MARKETS 4,989 8,056
    HEWLETT PACKARD ENTERPRISE CO 10,380 13,616
    HONDA MOTOR CO LTD 11,487 12,232
    INTEL CORP 15,704 19,978
    ISHARES BARCLAYS 0-5 YR TIPS 50,895 52,111
    ISHARES BARCLAYS 3-7 YEAR TREA 30,085 31,915
    ISHARES BARCLAYS TIPS BOND FUN 42,916 43,401
    ISHARES FLOATING RATE NOTE FUN 25,005 25,056
    ISHARES LEHMAN INTERMDTE CREDI 26,893 28,732
    JOHNSON CONTROLS INTERNATIONAL 9,531 14,396
    JP MORGAN CHASE 13,540 26,812
    JPMORGAN EMERGING MKTS EQUITY 4,978 8,189
    KINDER MORGAN INC 14,723 13,574
    KOPERNIK INTERNATIONAL FUND CL 13,082 14,996
    KRAFT HEINZ CO 11,560 13,101
    KROGER CO 12,808 13,689
    LENNAR CORP 9,261 12,654
    LIBERTY SIRIUS XM CORP - SER C 16,033 18,709
    MARKET VECTORS - GOLD MINERS E 23,453 22,837
    MCKESSON CORP 15,629 18,436
    MICRON TECHNOLOGY 10,712 15,562
    MICROSOFT CORP 2,331 17,794
    MOLSON COOR BREW CO CL B 9,457 11,026
    NATIXIS OAKMARK FUND CL Y 18,169 18,727
    NUTRIEN LTD 13,093 16,856
    O'SHAUGHNESSY MARKET LEADERS V 13,158 18,001
    ORACLE CORP 14,502 21,154
    PERFORMANCE TRUST TOTAL RETURN 43,391 44,921
    PFIZER INC 16,782 19,472
    PHILLIPS 66 19,187 22,591
    PIMCO ENHANCED SHORT MATURITY 35,737 35,816
    PIONEER BOND FUND CLASS Y 40,271 41,631
    PIONEER FUNDAMENTAL GROWTH FUN 14,377 19,101
    PRIMECAP ODYSSEY AGGRESSIVE GR 16,615 19,430
    QUALCOMM INC 16,789 37,019
    RIO TINTO PLC SPONSORED ADR 12,533 28,283
    SANOFI-AVENTIS SPONSORED ADR 24,690 25,267
    SELECT SECTOR SPDR ENERGY FUND 15,168 19,291
    SIEMENS AG 9,921 14,861
    SMEAD VALUE FUND CLASS I1 19,311 19,470
    SONY CORP ADR 12,848 23,253
    SPDR GOLD SHARES 33,993 41,736
    THE BLACKSTONE GROUP INC CL A 7,899 14,453
    THE HARTFORD GROWTH OPPORTUNIT 13,785 20,850
    VANGUARD MORTGAGE-BACKED SEC I 35,764 35,524
    VERIZON COMMUNICATIONS 18,178 21,914
    VIACOMCBS INC 18,297 19,934
    VIATRIS ORD SHS 12,692 13,793
    VODAFONE GROUP PLC 27,843 17,222
    W. P. CAREY INC 12,661 13,340
    WALT DISNEY HOLDINGS CO 9,138 13,951

    TY 2020 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 12,310     12,310
    Bank Charges 160 160    
    State or Local Filing Fees 85     85


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Bessie Minor Swift Foundation
    EIN:
    38-3839284
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 11,804 11,804    


    TY 2020 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 2020 300      
    Foreign Tax Paid 852 852