Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE SWIGERT-WARREN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 2365 SW MADISON ST
  Room/suite
City or town
PORTLAND
State or province
OR
Country  
ZIP or foreign postal code
97205
A Employer identification number

93-1083078
B Telephone number (see instructions)

5034816314
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$29,409,345J 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)  
2 Check .................
3 Interest on savings and temporary cash investments 16 16  
4 Dividends and interest from securities... 791,580 791,580  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 578,720
b Gross sales price for all assets on line 6a 2,104,661
7 Capital gain net income (from Part IV, line 2)... 578,720
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)....... Click to see attachment
List of Attached Documents:
// Content
9,620    
12 Total. Add lines 1 through 11........ 1,379,936 1,370,316  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,750 3,750    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
145,260 145,260    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
25,681 13,306    
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 list of attachments
List of Attached Documents:
// Content
7,946 7,946    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 182,637 170,262   0
25 Contributions, gifts, grants paid....... 1,319,275 1,319,275
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,501,912 170,262   1,319,275
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -121,976
b Net investment income (if negative, enter -0-) 1,200,054
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 1,137 1,137 1,137
2 Savings and temporary cash investments......... 719,014 490,157 490,157
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,103,859 Click to see attachment
List of Attached Documents:
// Content
1,103,859 		1,101,500
b Investments—corporate stock (attach schedule)....... 5,123,849 Click to see attachment
List of Attached Documents:
// Content
4,950,411 		9,345,344
c Investments—corporate bonds (attach schedule)....... 8,512,557 Click to see attachment
List of Attached Documents:
// Content
8,270,274 		7,948,360
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,319,108 Click to see attachment
List of Attached Documents:
// Content
6,843,359 		9,496,664
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
1,027,832 		Click to see attachment
List of Attached Documents:
// Content
1,026,183 		Click to see attachment
List of Attached Documents:
// Content
1,026,183
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,807,356 22,685,380 29,409,345
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 22,807,356 22,685,380
29 Total net assets or fund balances (see instructions)..... 22,807,356 22,685,380
30 Total liabilities and net assets/fund balances (see instructions). 22,807,356 22,685,380
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
22,807,356
2
Enter amount from Part I, line 27a .....................
2
-121,976
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
22,685,380
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
22,685,380
Form 990-PF (2025)
Form 990-PF (2025)
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 CAPITAL GAIN DISTRIBUTIONS P 2020-01-01 2025-12-31
b PUBLICLY TRADED SECURITIES P 2020-01-01 2025-12-31
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 168,576     168,576
b 1,936,085   1,525,941 410,144
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       168,576
b       410,144
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 2 578,720
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
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 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) 1 16,681
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 16,681
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 16,681
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 16,549
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 16,549
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 132
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
WA
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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressN/A
14
The books are in care ofUS BANK PRIVATE CAPITAL MNGMT Telephone no. (503) 205-8751

Located at900 SW 5th AVE STE 2550PORTLANDOR ZIP+497204
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
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 2025? .............
1d
 
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
ELIZABETH WARREN Director
0.50 		0    
2111 SW 21ST AVE
PORTLAND,OR97205
WENDY WARREN Director
0.50 		0    
2825 COLBY AVENUE STE A
EVERETT,WA98201
CATHARINE WARREN Director
0.50 		0    
2825 COLBY AVENUE STE A
EVERETT,WA98201
WENDY BURDEN WARREN Director
0.50 		0    
2825 COLBY AVENUE STE A
EVERETT,WA98201
ROBERT WARREN JR Director
0.50 		0    
2373 SW MADISON ST
PORTLAND,OR97205
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-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 VIII-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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
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
26,612,429
b
Average of monthly cash balances.......................
1b
386,017
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
26,998,446
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
26,998,446
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
404,977
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
26,593,469
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,329,673
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,329,673
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
16,681
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,681
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,312,992
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,312,992
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,312,992
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
1,319,275
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,319,275
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,312,992
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 709,977
b From 2021...... 47,926
c From 2022...... 113,751
d From 2023...... 6,646
e From 2024......  
f Total of lines 3a through e ........ 878,300
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,319,275
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 1,312,992
e Remaining amount distributed out of corpus 6,283
5 Excess distributions carryover applied to 2025.    
(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 5 884,583
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		709,977
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		174,606
10 Analysis of line 9:
a Excess from 2021 .... 47,926
b Excess from 2022 .... 113,751
c Excess from 2023 .... 6,646
d Excess from 2024 ....  
e Excess from 2025 .... 6,283
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2025, enter the date of the ruling ......
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
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, 3b, or 3c 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 IX, 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 XIV
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).)
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
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 (2025)
Form 990-PF (2025)
Page 11
Part XIV
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
PORTLAND ART MUSEUM


1219 SW PARK AVE
PORTLAND,OR97205 		N/A   GENERAL SUPPORT 200,000
OREGON BALLET THEATRE


0720 SW BANCROFT ST
PORTLAND,OR97239 		N/A   GENERAL SUPPORT 20,000
WILLIAM TEMPLE HOUSE


2230 NW GLISAN ST
PORTLAND,OR97210 		N/A   GENERAL SUPPORT 10,000
RAPHAEL HOUSE OF PORTLAND


4110 SE HAWTHORNE BLVD 503
PORTLAND,OR97214 		N/A   GENERAL SUPPORT 5,000
GLOBAL ROOTS


3515 NE 158TH PL
LAKE FOREST PARK,WA98155 		N/A   GENERAL SUPPORT 15,000
DE LA SALLE CATHOLIC HIGH SCHOOL


7525 N FENWICK AVE
PORTLAND,OR97217 		N/A   EDUCATION SUPPORT 10,000
OREGON FOOD BANK


7900 NE 33RD DR
PORTLAND,OR97211 		N/A   GENERAL SUPPORT 10,725
CLARK COUNTY FOOD BANK


6502 NE 47TH AVE
VANCOUVER,WA98661 		N/A   GENERAL SUPPORT 2,650
UTAH FOOD BANK


3150 S 900 W
SOUTH SALT LAKE CITY,UT84119 		N/A   GENERAL SUPPORT 2,700
ECOTRUST


721 NW 9TH AVE 200
PORTLAND,OR97209 		N/A   GENERAL SUPPORT 10,000
OREGON HUMANE SOCIETY


1067 NE COLUMBIA BLVD
PORTLAND,OR97211 		N/A   GENERAL SUPPORT 10,000
OHSU FOUNDATION


1121 SW SALMON ST 100
PORTLAND,OR97205 		N/A   GENERAL SUPPORT 5,000
MOUNT SINAI HEALTH SYSTEM


ONE GUSTAVE L LEVY PLACE BOX 1049
NEW YORK,NY10029 		N/A   EDUCATIONAL PURPOSES 15,000
SCHWARZMAN ANIMAL MEDICAL CENTER


510 EAST 62ND ST
NEW YORK,NY10065 		N/A   GENERAL SUPPORT 45,000
LORD SCHRYVER CONSERVANCY


545 MISSION ST SE
SALEM,OR97302 		N/A   GENERAL SUPPORT 5,000
ROSEMARY ANDERSON HIGH SCHOOL


9330 SE HAROLD ST
PORTLAND,OR97266 		N/A   GENERAL SUPPORT 10,000
MARVELWOOD SCHOOL KILDONAN SCHOOL


476 SKIFF MOUNTAIN RD
KENT,CT06757 		N/A   GENERAL SUPPORT 3,000
OLDSFIELDS SCHOOL


1500 GLENCOE ROAD
SPARKS GLENCOE,MD21152 		N/A   GENERAL SUPPORT 10,000
SEWANNE - UNIV OF THE SOUTH


735 UNIVERSITY AVE
SEWANEE,TN37383 		N/A   GENERAL SUPPORT 5,000
THE SOCIETY OF THE FOUR ARTS


100 FOUR ARTS PLAZA
PALM BEACH,FL33480 		N/A   GENERAL SUPPORT 25,000
CATLIN GABEL SCHOOL


8825 SW BARNES ROAD
PORTLAND,OR97225 		N/A   GENERAL SUPPORT 275,000
DEPONTE CREATIVITY PARTNERS


1653 S AVENTINE CT
PORTLAND,OR97219 		N/A   GENERAL SUPPORT 20,000
MARYHILL MUSEUM OF ART


35 MARYHILL MUSEUM OF ART DRIVE
GOLDENDALE,WA98620 		N/A   GENERAL SUPPORT 3,000
ROSE HAVEN


PO BOX 10405
PORTLAND,OR97296 		N/A   GENERAL SUPPORT 10,000
OREGON SOCIETY OF ARTISTS


2185 SW PARK PLACE
PORTLAND,OR97205 		N/A   GENERAL SUPPORT 3,000
CONSERVE SW UTAH


321 NORTH MALL DRIVE B202
ST GEORGE,UT84790 		N/A   GENERAL SUPPORT 10,000
NORTON MUSEUM OF ART


1450 S DIXIE HWY
WEST PALM BEACH,FL33401 		N/A   GENERAL SUPPORT 45,000
OREGON PUBLIC BROADCASTING


7140 S MACADAM AVE
PORTLAND,OR97219 		N/A   GENERAL SUPPORT 3,000
FRIENDS OF THE COLUMBIA GORGE


333 SW 5TH AVE STE 300
PORTLAND,OR97204 		N/A   GENERAL SUPPORT 100,000
MEALS ON WHEELS


7710 SW 31ST AVE
PORTLAND,OR97219 		N/A   GENERAL SUPPORT 5,000
EDMEE FIRTH FUND FOR RESEARCH


PO BOX 23113
NEW YORK,NY10087 		NONE   GENERAL SUPPORT 13,200
MT HOOD SKI PATROL


PO BOX 4384
PORTLAND,OR97208 		NONE   GENERAL SUPPORT 5,000
OPTHALMIC EDGE INC


950 THIRD AVE THIRD FLOOR
NEW YORK,NY10022 		NONE   GENERAL SUPPORT 20,000
ZION NATIONAL PARK


1 ZION PARK BLVD
SPRINGDALE,UT84767 		NONE   GENERAL SUPPORT 10,000
DOCTORS WITHOUT BORDERS USA


40 RECTOR ST 16th FL
NEW YORK,NY10006 		NONE   GENERAL SUPPORT 10,000
GARY SINISE FOUNDATION


PO BOX 40726
NASHVILLE,TN37204 		NONE   GENERAL SUPPORT 10,000
THE GEORGE WASHINGTON FOUNDATION


1201 WASHINGTON AVENUE
FREDERICKSBURG,VA22401 		NONE   GENERAL SUPPORT 10,000
KAYENTA ARTS FOUNDATION


881 COYOTE GULCH CIR
IVINS,UT84738 		NONE   GENERAL SUPPORT 10,000
LEGACY HEALTH FOUNDATION


PO BOX 4500 UNIT 96
PORTLAND,OR97208 		NONE   GENERAL SUPPORT 10,000
MEDICAL TEAMS INTERNATIONAL


14150 SW MILTON CT
PORTLAND,OR97224 		NONE   GENERAL SUPPORT 10,000
PORTLAND INSTITUTE FOR CONTEMPORARY


15 NE HANCOCK ST
PORTLAND,OR97212 		NONE   GENERAL SUPPORT 3,000
PLANNED PARENTHOOD


PO BOX 97166
WASHINGTON,DC20090 		NONE   GENERAL SUPPORT 12,000
TISCH MS RESEARCH CENTER OF NY


521 W 57TH ST
NEW YORK,NY10019 		NONE   GENERAL SUPPORT 15,000
WORLD AFFAIRS COUNCIL OF OREGON INC


1207 SW BROADWAY 300
PORTLAND,OR97205 		NONE   GENERAL SUPPORT 2,000
CASITA MARIA CENTER FOR ARTS EDUCAT


928 SIMPSON ST
BRONX,NY10459 		NONE   GENERAL SUPPORT 10,000
FRIENDS OF SULGRAVE MANOR


901 E CARY STE 1800
RICHMOND,VA23219 		NONE   GENERAL SUPPORT 500
HOLY CROSS CATHOLIC CHURCH SCHOOL


5227 BOWDIN STREET
PORTLAND,OR97203 		NONE   GENERAL SUPPORT 2,000
LITERARY ARTS INC


925 SW WASHINGTON ST
PORTLAND,OR97205 		NONE   GENERAL SUPPORT 140,000
NATIONAL SOCIETY OF COLONIAL DAMES


PO BOX 28071
PORTLAND,OR97228 		NONE   GENERAL SUPPORT 1,000
OREGON BRAVO YOUTH ORCHESTRAS


7508 N HEREFORD AVE
PORTLAND,OR97203 		NONE   GENERAL SUPPORT 1,000
THE CHILDREN'S SCHOOL


2225 TORREY PINES LANE
LA JOLLA,CA92037 		NONE   GENERAL SUPPORT 20,000
ALANO CLUB OF PORTLAND


909 NW 24TH AVE
PORTLAND,OR97210 		NONE   GENERAL SUPPORT 25,000
ARTICHOKE COMMUNITY MUSIC


2007 SE POWELL BLVD
PORTLAND,OR97202 		NONE   GENERAL SUPPORT 10,000
ARTS FOR LEARNING -YOUNG AUDIENCES


171 MADISON AVE RM 200
NEW YORK,NY10016 		NONE   GENERAL SUPPORT 3,000
BRIDGING VOICE INC


2132 84TH ST
BROOKLYN,NY11214 		NONE   GENERAL SUPPORT 13,000
DISABLED AMERICAN VETERANS


PO BOX 14301
CINNCINATI,OH45250 		NONE   GENERAL SUPPORT 6,500
FRIENDS OF SWITCHPOINT INC


948 N 1300 W
ST GEORGE,UT84770 		NONE   GENERAL SUPPORT 10,000
OPERATION HOMEFRONT INC


17319 SAN PEDRO AVE STE 505
SAN ANTONIO,TX78232 		NONE   GENERAL SUPPORT 10,000
OREGON ADAPTIVE SPORTS


345 SW CYBER DR STE 103
BEND,OR97702 		NONE   GENERAL SUPPORT 5,000
TIDES FOUNDATION


PO BOX 889389
LOS ANGELES,CA90088 		NONE   GENERAL SUPPORT 2,500
TUNNEL TO TOWERS FOUNDATION


2361 HYLAN BLVD
STATEN ISLAND,NY10306 		NONE   GENERAL SUPPORT 6,500
YOUTH VILLAGES - CHRISTIECARE OF OR


3320 BROTHER BLVD
MEMPHIS,TN38133 		NONE   GENERAL SUPPORT 20,000
Total ................................. 3a 1,319,275
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-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 16  
4 Dividends and interest from securities ....     14 791,580  
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 ............ 		    18 578,720  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aNONDIVIDEND DISTRIBUTION 		    14 9,620  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,379,936  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,379,936
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2025)
Form 990-PF (2025)
Page 13
Part XVI
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID: 25022934
Software Version: 2025v4.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE SWIGERT-WARREN FOUNDATION
EIN:
93-1083078
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 3,750 3,750 0 0

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE SWIGERT-WARREN FOUNDATION
EIN:
93-1083078
Software ID:
25022934
Software Version:
2025v4.1
Name of Bond End of Year Book Value End of Year Fair Market Value
DOUBLELINE CORE FIXED INCOME FUND 1,778,600 1,636,250
BLACKROCK STRATEGIC INCOME OPPORTUNITIES    
VANGUARD CORE BOND 1,699,950 1,544,450
PIMCO FOREIGN BOND US DOLLAR HEDGED FUND 287,360 297,900
ISHARES MBS ETF 287,223 285,660
PGIM TOTAL RETURN BOND 1,646,141 1,522,500
VANGUARD FIXED INC LT INV GRADE 780,000 768,000
VANGUARD ST INV GRADE ADM 1,791,000 1,893,600

TY 2025 InvestmentsCorpStockSchedule
Name:
THE SWIGERT-WARREN FOUNDATION
EIN:
93-1083078
Software ID:
25022934
Software Version:
2025v4.1
Name of Stock End of Year Book Value End of Year Fair Market Value
APPLE INC 224,275 761,208
CISCO SYSTEMS INC 113,503 207,981
CITIGROUP INC 78,618 186,704
MERCK & CO 66,907 84,208
CHEVRON CORP 84,063 106,687
EOG RES INC 71,964 89,259
ECOLAB INC COM 46,737 78,756
FORTIVE CORP COM 34,020 38,647
HONEYWELL INTL INC COM 66,300 78,036
NORTHROP GRUMMAN CORP COM 69,667 114,042
HUNT JB TRANS SVCS INC 52,629 77,736
UNITED PARCEL SERVCIE INC 59,466 39,676
MCDONALDS CORP 101,063 137,534
AMAZON COM INC 192,863 403,935
LOWES COS INC COM 82,001 120,580
O REILLY AUTOMOTIVE INC NEW COM 47,033 102,611
TJX COS INC NEW COM 38,273 92,166
COSTCO WHSL CORP NEW COM 54,034 129,351
COCA COLA CO COM 99,030 125,838
CONSTELLATION BRANDS INC    
MONDELEZ INTL INC 53,450 51,139
PHILIP MORRIS INTL INC 50,035 96,240
BRISTOL MYERS SQUIBB CO 75,458 67,425
ELI LILLY & CO 74,622 322,404
JP MORGAN CHASE & CO 142,233 386,664
BERKSHIRE HATHAWAY INC 104,174 226,193
GOLDMAN SACHS GROUP INC 68,968 219,750
AMERICAN INTL GROUP INC 46,527 85,550
HARTFORD FINL SVCS GROUP INC 61,678 137,800
ADOBE INC 53,683 52,499
MASTERCARD INC 97,815 199,808
MICROSOFT CORP 279,856 652,887
ANALOG DEVICES 60,929 135,600
APPLIED MATERIALS INC 63,900 256,990
ALPHABET INC CAP STK 159,172 626,000
COMCAST CORP NEW 59,575 44,835
DISNEY WALT CO 68,690 68,262
ELECTRONIC ARTS INC 53,648 102,165
META PLATFORMS INC 62,346 247,534
WEC ENERGY GROUP INC 34,099 42,184
AMERICAN TOWER CORP NEW 78,847 70,228
LINDE PLC SHS 97,391 170,556
APTIV PLC SHS 62,153 45,654
MEDTRONIC PLC SHS 105,274 115,272
VULCAN MATLS CO 38,761 71,305
OTIS WORLDWIDE CORP 61,548 74,248
STANLEY BLACK & DECKER INC 29,173 22,284
UNITEDHEALTH GROUP INC 62,756 57,769
AMGEN INC 69,770 98,193
ILLUMINA INC COM    
SCHWAB CHARLES CORP 134,791 199,820
WORKDAY INC 54,368 64,434
CMS ENERGY CORP 64,813 76,923
ALCON AG 65,300 70,929
GRAINGER W W INC 73,750 151,358
LAS VEGAS SANDS CORP 51,446 65,090
BOSTON SCIENTIFIC 73,994 171,630
T-MOBILE US INC 79,859 121,824
PROLOGIS INC 56,953 63,830
BOOKING HOLDINGS INC 31,660 80,330
ELEVANCE HEALTH INC COM 65,580 70,110
ADVANCED MICRO DEVICES INC 66,502 214,160
SCHLUMBERGER LTD COM STK    
QUALCOMM INC 135,243 148,814
TEXAS INSTRS INC 133,025 118,841
SOLSTICE ADVANCED MATLS INC 4,150 4,858

TY 2025 InvestmentsGovtObligationsSch
Name:
THE SWIGERT-WARREN FOUNDATION
EIN:
93-1083078
Software ID:
25022934
Software Version:
2025v4.1
US Government Securities - End of Year Book Value:

1,103,859
US Government Securities - End of Year Fair Market Value:

1,101,500
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2025 InvestmentsOtherSchedule2
Name:
THE SWIGERT-WARREN FOUNDATION
EIN:
93-1083078
Software ID:
25022934
Software Version:
2025v4.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES INC CORE MSCI EMKT AT COST 564,844 941,080
UNDISCOVERED MANAGERS BEHAVIORAL VALUE AT COST 636,620 627,840
NUVEEN REAL ESTATE SECURITIES FUND AT COST 351,734 295,200
BLACKROCK TACTICAL OPPORTUNITIES AT COST    
EMERALD GROWTH INSTITUTIONAL AT COST 566,070 752,250
DELAWARE SMALL CAP CORE FUND AT COST    
DODGE COX INTL STOCK FD AT COST 127,830 197,520
VANGUARD FTSE DEV MKTS AT COST 1,149,485 2,061,510
ISHARES CORE MSCI EAFE AT COST 1,141,359 1,968,120
HARTFORD SCHRODERS EMERGING MARKETS AT COST 216,900 344,100
AHL MANAGED FUTURES STRATEGY AT COST    
ALPHASIMPLEX MGD FUTS STRAT AT COST    
GRAIL INC AT COST    
SPDR SP MIDCAP 400 AT COST 1,368,668 1,508,200
NOMURA SMALL CAP CORE FUND AT COST 637,870 731,760
SLB LIMITED AT COST 81,979 69,084

TY 2025 OtherAssetsSchedule
Name:
THE SWIGERT-WARREN FOUNDATION
EIN:
93-1083078
Software ID:
25022934
Software Version:
2025v4.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DIVIDENDS IN TRANSIT 27,832 26,183 26,183
LOAN TO ECO TRUST 1,000,000 1,000,000 1,000,000


TY 2025 OtherExpensesSchedule
Name:
THE SWIGERT-WARREN FOUNDATION
EIN:
93-1083078
Software ID:
25022934
Software Version:
2025v4.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE 7,926 7,926    
REGISTRATION FEES 20 20    


TY 2025 OtherIncomeSchedule2
Name:
THE SWIGERT-WARREN FOUNDATION
EIN:
93-1083078
Software ID:
25022934
Software Version:
2025v4.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NONDIVIDEND DISTRIBUTION 9,620    


TY 2025 OtherProfessionalFeesSchedule
Name:
THE SWIGERT-WARREN FOUNDATION
EIN:
93-1083078
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 145,260 145,260 0 0


TY 2025 TaxesSchedule
Name:
THE SWIGERT-WARREN FOUNDATION
EIN:
93-1083078
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL INCOME TAX 12,375      
FOREIGN TAX ON INVESTMENTS 13,306 13,306