Civic Intelligence

Swig Foundation

EIN 94-6065205 • San Francisco, CA

220 Montgomery Street Suite 950San Francisco, CA 94104
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.44x

Higher debt load relative to assets than 78% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

3.04x

Higher debt load relative to revenue than 92% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

84th percentile

45%

Higher net margin than 84% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

97th percentile

103%

Faster asset growth than 97% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

461%

Faster revenue growth than 97% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$11,231,422

Up $5,704,404 (+103%) from 2023

Liabilities

Up

$4,970,197

Up $4,970,196 (+497019600%) from 2023

Net Assets

$6,261,225

No earlier filing loaded for comparison.

Revenue

Up

$1,634,405

Up $1,343,225 (+461%) from 2023

Expenses

Up

$899,198

Up $130,956 (+17%) from 2023

Net Income

Up

$735,207

Up $1,212,269 (+254%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $13,699,866Liabilities 2011: $02011Assets 2012: $13,009,184Liabilities 2012: $02012Assets 2013: $12,035,952Liabilities 2013: $02013Assets 2014: $11,241,656Liabilities 2014: $0Net Assets 2014: $11,241,6562014Assets 2015: $10,417,821Liabilities 2015: $0Net Assets 2015: $10,417,8212015Assets 2016: $9,587,596Liabilities 2016: $0Net Assets 2016: $9,587,5962016Assets 2017: $8,837,767Liabilities 2017: $0Net Assets 2017: $8,837,7672017Assets 2018: $7,966,171Liabilities 2018: $0Net Assets 2018: $7,966,1712018Assets 2019: $7,220,523Liabilities 2019: $0Net Assets 2019: $7,220,5232019Assets 2020: $6,448,784Liabilities 2020: $12020Assets 2021: $7,187,961Liabilities 2021: $0Net Assets 2021: $7,187,9612021Assets 2022: $6,004,080Liabilities 2022: $0Net Assets 2022: $6,004,0802022Assets 2023: $5,527,018Liabilities 2023: $12023Assets 2024: $11,231,422Liabilities 2024: $4,970,197Net Assets 2024: $6,261,2252024

Highlighted filing

2024

Assets$11,231,422
Liabilities$4,970,197
Net Assets$6,261,225

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $1,882,015Expenses 2011: $932,002Net Income 2011: $950,0132011Revenue 2012: $154,388Expenses 2012: $845,070Net Income 2012: -$690,6822012Revenue 2013: -$49,466Expenses 2013: $923,766Net Income 2013: -$973,2322013Revenue 2014: $158,501Expenses 2014: $952,797Net Income 2014: -$794,2962014Revenue 2015: $148,837Expenses 2015: $972,672Net Income 2015: -$823,8352015Revenue 2016: $160,535Expenses 2016: $990,760Net Income 2016: -$830,2252016Revenue 2017: $215,846Expenses 2017: $965,675Net Income 2017: -$749,8292017Revenue 2018: $109,442Expenses 2018: $981,038Net Income 2018: -$871,5962018Revenue 2019: $258,129Expenses 2019: $1,003,777Net Income 2019: -$745,6482019Revenue 2020: $220,734Expenses 2020: $1,051,770Net Income 2020: -$831,0362020Revenue 2021: $1,931,920Expenses 2021: $1,192,743Net Income 2021: $739,1772021Revenue 2022: -$11,520Expenses 2022: $1,122,361Net Income 2022: -$1,133,8812022Revenue 2023: $291,180Expenses 2023: $768,242Net Income 2023: -$477,0622023Revenue 2024: $1,634,405Expenses 2024: $899,198Net Income 2024: $735,2072024

Highlighted filing

2024

Revenue$1,634,405
Expenses$899,198
Net Income$735,207

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.2$4.97$6.26$1.63$0.90$0.74
2023Summary only. Only limited summary data is available for this year.$5.53$0.00$0.29$0.77$0.48
2022Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.01$1.12$1.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.19$0.00$7.19$1.93$1.19$0.74
2020Summary only. Only limited summary data is available for this year.$6.45$0.00$0.22$1.05$0.83
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.22$0.00$7.22$0.26$1.00$0.75
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.97$0.00$7.97$0.11$0.98$0.87
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.84$0.00$8.84$0.22$0.97$0.75
2016Detailed filing. Detailed filing data is available for this year.$9.59$0.00$9.59$0.16$0.99$0.83
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.00$10.4$0.15$0.97$0.82
2014Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.16$0.95$0.79
2013Summary only. Only limited summary data is available for this year.$12.0$0.00$0.05$0.92$0.97
2012Summary only. Only limited summary data is available for this year.$13.0$0.00$0.15$0.85$0.69
2011Summary only. Only limited summary data is available for this year.$13.7$0.00$1.88$0.93$0.95
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN SWIGTrustee-$0--
CAROLYN ZECCA FERRISTrustee-$0--
SUSAN WATKINSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEASTSIDE PREPCOMMITED TO OPENING NEW DOORS FOR FIRST-GENERATION AND LOW-INCOME STUDENTS AND PREPARING THEM TO SUCCEED IN COLLEGE.PUBLIC CHARITYEAST PALO ALTO, CA, US$31,415
Paid GrantSF JAZZCELEBRATE THE SPIRIT OF JAZZ THROUGH INNOVATIVE ARTISTIC, EDUCATION, AND COMMUNITY PROGRAMS.PUBLIC CHARITYSAN FRANCISCO, CA, US$30,000
Paid GrantUCSF FOUNDATIONPROVIDE THE BEST POSSIBLE CARE TO ALL PATIENTS, MAKE IMPORTANT DISCOVERIES THAT BENEFIT PATIENTS AND OFFER THE BEST TRAINING.PUBLIC CHARITYSAN FRANCISCO, CA, US$29,000
Paid GrantMOUNT VERNON LADIES ASSOCIATIONPRESERVE AND SAFEGUARD THE HOME OF GEORGE WASHINGTON WHILE SHARING HIS UNPARALLELED LEGACY WITH THE WORLD.PUBLIC CHARITYMOUNT VERNON, VA, US$25,000
Paid GrantTHE SERICA INITIATIVERAISE AWARENESS OF THE ASIAN DIASPORA IN AMERICA THROUGH STORYTELLING, EMPOWERMENT AND THE POWER OF CONVENING.PUBLIC CHARITYNEW YORK, NY, US$25,000
Paid GrantTREASURE VALLEY INSTITUTEPROVIDES MEANINGFUL EXPERIENCES IN THE ARTS TO INSPIRE CHILDREN.PUBLIC CHARITYBOISE, ID, US$25,000
Paid GrantWOMEN'S MEDIA CENTERWORKS WITH THE MEDIA TO ENSURE THAT WOMENS STORIES ARE TOLD AND WOMENS VOICES ARE HEARD.PUBLIC CHARITYWASHINGTON, DC, US$25,000
Paid GrantCALIFORNIA COLLEGE OF THE ARTSGIVE THE GIFT OF EDUCATION TO TALENTED STUDENTS WHO ARE ADVANCING POSITIVE CHANGE.PUBLIC CHARITYSAN FRANCISCO, CA, US$23,960
Paid GrantALZHEIMER'S ASSOCIATIONLEAD THE WAY TO END ALZHEIMER'S AND ALL OTHER DEMENTIA BY ACCELERATING GLOBAL RESEARCH, DRIVING RISK REDUCTION AND EARLY DETECTION.PUBLIC CHARITYSAN JOSE, CA, US$23,000
Paid GrantSUN VALLEY WRITER'S CONFERENCE INCSTRIVES TO BRING TOGETHER READERS, WRITERS, AND ARTISTS OF DIVERSE AGE, BACKGROUND, AND EXPERIENCE TO BE INFORMED, ENLIGHTENED, CHALLENGED, AND INSPIRED BY A WORLD-CLASS LITERARY PROGRAM IN THE GREAT OUTDOORS.PUBLIC CHARITYKETCHUM, ID, US$23,000
Paid GrantCENTER FOR COMMUNITY CHANGETO BUILD THE POWER AND CAPACITY OF LOW-INCOME PEOPLE, ESPECIALLY LOW-INCOME PEOPLE OF COLOR, TO CHANGE THE POLICIES AND INSTITUTIONS THAT IMPACT THEIR LIVES.PUBLIC CHARITYWASHINGTON, DC, US$20,000
Paid GrantCHINA INSTITUTE IN AMERICA INCDEDICATED TO DEEPENING THE WORLDS UNDERSTANDING OF CHINA THROUGH PROGRAMS IN BUSINESS, ART, CULTURE, CUISINE, AND EDUCATION.PUBLIC CHARITYNEW YORK, NY, US$20,000
Paid GrantHARVARD UNIVERSITYDEVOTED TO EXCELLENCE IN TEACHING, LEARNING, AND RESEARCH, AND TO DEVELOPING LEADERS IN MANY DISCIPLINES WHO MAKE A DIFFERENCE GLOBALLY.PUBLIC CHARITYBOSTON, MA, US$20,000
Paid GrantSTANFORD JAZZ WORKSHOPDEDICATED TO JAZZ EDUCATION AND APPRECIATION.PUBLIC CHARITYSTANFORD, CA, US$20,000
Paid GrantKQEDSERVES THE PEOPLE OF NORTHERN CALIFORNIA WITH A COMMUNITY-SUPPORTED ALTERNATIVE TO COMMERCIAL MEDIA.PUBLIC CHARITYSAN FRANCISCO, CA, US$19,265
Paid GrantFRIENDS OF SAN FRANCISCO LIBRARYTO STRENGTHEN, SUPPORT AND ADVOCATE FOR A PREMIER PUBLIC LIBRARY SYSTEM IN SAN FRANCISCO.PUBLIC CHARITYSAN FRANCISCO, CA, US$15,500
Paid GrantMUNICIPAL ART SOCIETY OF NEW YORKWORK TO INSPIRE, EDUCATE, AND EMPOWER NEW YORKERS TO ENGAGE IN THE BETTERMENT OF THE CITY.PUBLIC CHARITYNEW YORK, NY, US$15,000
Paid GrantSF- MARIN FOOD BANKSUPPLY FOOD TO 400+ PARTNER ORGANIZATIONS, WHO PROVIDE FREE FOOD PROGRAMS FOR HUNGRY FAMILIES AND INDIVIDUALS.PUBLIC CHARITYSAN FRANCISCO, CA, US$15,000
Paid GrantCONGREGATION EMANU-ELFOSTER A MULTI-CENTURY, ENDURING JEWISH PEOPLEHOOD AND CIVILIZATION.PUBLIC CHARITYSAN FRANCISCO, CA, US$12,000
Paid GrantWOMEN S EARTH ALLIANCEUPLIFT LOCAL SOLUTIONS TO ISSUES OF WATER, FOOD, LAND, AND CLIMATE CHANGE BY PROVIDING WOMEN WITH TRAININGS, RESOURCES, AND ADVOCACY SUPPORT.PUBLIC CHARITYBERKELEY, CA, US$11,500
Paid GrantNPR FOUNDATIONCREATE A MORE INFORMED PUBLIC, INVIGORATED BY A DEEPER UNDERSTANDING AND APPRECIATION OF EVENTS, IDEAS AND CULTURES.PUBLIC CHARITYBALTIMORE, MD, US$11,477
Paid GrantAMERICAN FRIENDS OF THE OCEAN CLEANUP FOUNDATIONTO PRESERVE AND PROTECT THE NATURAL OCEAN ENVIRONMENT FOR THE BENEFIT OF THE PUBLIC.PUBLIC CHARITYPASADENA, CA, US$10,000
Paid GrantBALLET IDAHOTRAIN YOUNG DANCERS THROUGH MUSICALITY, TECHNICAL PRECISION, AND ARTISTIC EXPRESSION.PUBLIC CHARITYBOISE, ID, US$10,000
Paid GrantSAGE SCHOOLA YEAR-ROUND, ALTERNATIVE PROGRAM BOASTING SMALL CLASS SIZES AND PERSONALIZED CURRICULUM.PUBLIC CHARITYHAILEY, ID, US$10,000
Paid GrantSPIRIT ROCK MEDITATION CENTERDEDICATED TO THE TEACHINGS OF THE BUDDHA AS PRESENTED IN THE VIPASSANA TRADITION.PUBLIC CHARITYWOODACRE, CA, US$10,000
Paid GrantTRICYCLE FOUNDATIONMAKE BUDDHIST TEACHINGS AND PRACTICES BROADLY AVAILABLE.PUBLIC CHARITYNEW YORK, NY, US$10,000
Paid GrantCENTRAL SYNAGOGUEPROVIDING LIFE-LONG INNOVATIVE, JEWISH EDUCATION AND CULTURAL ACTIVITIES THAT REINFORCE POSITIVE, EMPOWERING ELEMENTS OF JEWISH LIFE AND HISTORY.PUBLIC CHARITYNEW YORK, NY, US$9,675
Paid GrantPLANNED PARENTHOOD FEDERATION OF AMERICA INCDELIVER VITAL REPRODUCTIVE HEALTH CARE, SEX EDUCATION, AND INFORMATION TO MILLIONS OF WOMEN, MEN, AND YOUNG PEOPLE WORLDWIDE.PUBLIC CHARITYWASHINGTON, DC, US$8,477
Paid GrantSOLAR ELECTRIC LIGHT FUNDUSE THE POWER OF THE SUN TO FIGHT POVERTY AND CLIMATE CHANGE.PUBLIC CHARITYWASHINGTON, DC, US$8,375
Paid GrantAGAINST MALARIA FOUNDATIONWE PROTECT PEOPLE FROM MALARIA. WE FUND NETS AND ENSURE THEY ARE DISTRIBUTED AND USED.PUBLIC CHARITYPHILADELPHIA, PA, US$7,000
Paid GrantCALIFORNIA TROUTREVITALIZE WATERS FOR RESILIENT WILD FISH AND A BETTER CALIFORNIA.PUBLIC CHARITYSAN FRANCISCO, CA, US$6,478
Paid GrantSAN FRANCISCO SYMPHONYINSPIRE AND SERVE AUDIENCES AND COMMUNITIES THROUGHOUT THE BAY AREA AND THE WORLD THROUGH THE POWER OF MUSICAL PERFORMANCE.PUBLIC CHARITYSAN FRANCISCO, CA, US$6,478
Paid GrantVAIL HEALTH FOUNDATIONPROVIDE EXCELLENT PATIENT CARE FOR RESIDENTS AND VISITORS IN THE COMMUNITIES WE SERVE.PUBLIC CHARITYVAIL, CO, US$6,478
Paid GrantBETTY FORD ALPINE GARDENSTO PROTECT THE ALPINE ENVIRONMENT THROUGH EDUCATION, CONSERVATION AND LIVING PLANT COLLECTIONS.PUBLIC CHARITYVAIL, CO, US$6,477
Paid GrantBROWN UNIVERSITYADVANCE KNOWLEDGE AND MAKE A POSITIVE DIFFERENCE LOCALLY AND GLOBALLY.PUBLIC CHARITYPROVIDENCE, RI, US$6,477
Paid GrantCHRONICLE SEASON OF SHARING FUNDOFFERS GRANTS TO HELP FAMILIES IN CRISIS SO THEY CAN PAY FOR HOUSING AND EMERGENCY NEEDS.PUBLIC CHARITYSAN FRANCISCO, CA, US$6,477
Paid GrantTEMPLE EMANUELENRICH THE SPIRITUAL AND SOCIAL LIVES OF OUR MEMBERS THROUGH COMMUNITY, INNOVATION, AND INCLUSION.PUBLIC CHARITYSAN FRANCISCO, CA, US$6,477
Paid GrantTIDES CENTER SHALOM BAYITSUPPORT BATTERED WOMEN ON PATHS TO SAFETY; ORGANIZE EFFECTIVE STRATEGIES FOR VIOLENCE PREVENTION AND RESPONSE; AND IMPROVE JEWISH WOMENS ACCESS TO DOMESTIC VIOLENCE SERVICES.PUBLIC CHARITYBERKELEY, CA, US$6,476
Paid GrantJOHNS HOPKINS UNIVERSITYTO EDUCATE ITS STUDENTS AND CULTIVATE THEIR CAPACITY FOR LIFELONG LEARNING, TO FOSTER INDEPENDENT AND ORIGINAL RESEARCH, AND TO BRING THE BENEFITS OF DISCOVERY TO THE WORLD.PUBLIC CHARITYBALTIMORE, MD, US$5,688
Paid GrantDIA ART FOUNDATIONCOMMITTED TO ADVANCING, REALIZING, AND PRESERVING THE VISION OF ARTIST.PUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantDIA CENTER FOR THE ARTS INCADVANCING, REALIZING, AND PRESERVING THE VISION OF ARTISTS.PUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantGOLDEN GATE NATIONAL PARKS CONSERVANCY (GGNPC)ENHANCES ACCESS, RECREATION AND EDUCATION PROGRAMS IN GOLDEN GATE NATIONAL PARKS, INCLUDING MUIR WOODS, CRISSY FIELD AND ALCATRAZ.PUBLIC CHARITYSAN FRANCISCO, CA, US$5,000
Paid GrantHAMPTON'S INTERNATIONAL FILM FESTIVAL INCOFFERS PROGRAMS THAT ENLIGHTEN, EDUCATE, AND PROVIDE INVALUABLE EXPOSURE FOR FILMMAKERS.PUBLIC CHARITYEAST HAMPTON, NY, US$5,000
Paid GrantHEADLANDS CENTER FOR THE ARTSDEDICATED TO SUPPORTING ARTISTS; THE CREATIVE PROCESS; AND THE DEVELOPMENT OF NEW, INNOVATIVE IDEAS AND ARTWORK.PUBLIC CHARITYSAUSALITO, CA, US$5,000
Paid GrantPRESERVATION HALL FOUNDATIONCREATES GREATER AWARENESS AND APPRECIATION FOR NEW ORLEANS MUSIC AND THE COMMUNITIES THAT SUPPORT IT.PUBLIC CHARITYNEW ORLEANS, LA, US$5,000
Paid GrantREPRODUCTIVE FREEDOM FOR ALLORGANIZES AND MOBILIZES TO FIGHT FOR ACCESS TO ABORTION, BIRTH CONTROL, PAID PARENTAL LEAVE, AND PROTECTIONS FROM PREGNANCY DISCRIMINATION.PUBLIC CHARITYWASHINGTON, DC, US$5,000
Paid GrantTHE ADVOCATESBUILD A MORE COMPASSIONATE COMMUNITY, FREE FROM SEXUAL ABUSE AND RELATIONSHIP VIOLENCE.PUBLIC CHARITYHAILEY, ID, US$5,000
Paid GrantTHE COMMUNITY LIBRARY ASSOCIATIONSERVE THE WOOD RIVER VALLEY IN WAYS BEYOND THOSE OF A TRADITIONAL LIBRARY BY ENGAGING INDIVIDUALS THROUGH ITS LIBRARY SERVICES, CONTEMPORARY PROGRAMMING, AND MUSEUM RESOURCES.PUBLIC CHARITYKETCHUM, ID, US$5,000
Paid GrantTHE HUNGER COALITIONBUILD A HEALTY COMMUNITY THROUGH ACCESS TO GOOD FOOD AND ADDRESSES THE ROOT CAUSES OF FOOD INSECURITY IN COLLABORATION WITH KEY PARTNERS.PUBLIC CHARITYBELLEVUE, ID, US$5,000
Paid GrantTHE KITCHEN SISTERS PRODUCTIONSCREATE DOCUMENTARIES THAT CHRONICLE UNTOLD STORIES OF AMERICAN CULTURE AND TRADITION.PUBLIC CHARITYSAN FRANCISCO, CA, US$5,000
Paid GrantUC BERKELEY ART MUSEUMINSPIRE THE IMAGINATION AND IGNITE CRITCAL DIALOGUE THROUGH ART AND FILM, ENGAGING AUDIENCES FROM THE UC BERKELEY CAMPUS AND THE BAY AREA.PUBLIC CHARITYBERKELEY, CA, US$5,000
Paid GrantWILKES BASHFORD HELPING HANDS EMERGENCY FUNDPROVIDE "FIRST CALL" EMERGENCY SOLUTIONS FOR WOMEN AND THEIR CHILDREN IN THE SAN FRANCISCO BAY AREA.PUBLIC CHARITYSAN FRANCISCO, CA, US$5,000
Paid GrantWOOD RIVER COMMUNITY YMCABUILD STRONG KIDS, STRONG FAMILIES AND A STRONG COMMUNITY THROUGH PROGRAMS THAT DEVELOP THE WHOLE PERSON IN SPIRIT, MIND AND BODY.PUBLIC CHARITYKETCHUM, ID, US$5,000
Paid GrantGREENBELT ALLIANCEFULLY PROTECT THE BAY AREA'S 3.6 MILLION-ACRE GREENBELT OF NATURAL AND AGRICULTURAL LANDS.PUBLIC CHARITYSAN FRANCISCO, CA, US$4,000
Paid GrantSANTA CLARA UNIVERSITYHELP SHAPE THE NEXT GENERATION OF LEADERS AND GLOBAL THINKERS.PUBLIC CHARITYSANTA CLARA, CA, US$4,000
Paid GrantGIVEDIRECTLY INCLETS DONORS SEND MONEY DIRECTLYTO THE WORLDS POOREST HOUSEHOLDS. IN DOING SO, AIM TO ACCELERATE THEEND OF EXTREME POVERTYGLOBALLY.PUBLIC CHARITYNEW YORK, NY, US$3,000
Paid GrantMARIN PRIMARY & MIDDLE SCHOOLMAKE EDUCATION MEANINGFUL, WHILE ENCOURAGING PRIDE IN SELF, RESPECT FOR OTHERS, AND ENTHUSIASM FOR LEARNING.PUBLIC CHARITYLARKSPUR, CA, US$3,000
Paid GrantROAD RECOVERY FOUNDATION INCEDUCATE YOUNG PEOPLE ABOUT ADDICTION AND OTHER ADVERSITIES IN HOPES OF HELPING THEM FIND THEIR WAY TOWARDS A HEALTHY AND HAPPY FUTURE.PUBLIC CHARITYNEW YORK, NY, US$3,000
Paid GrantUC DAVIS FOUNDATIONHIGHLIGHTING THE IMPACTS OF PHILANTHROPY AND STEWARDING PRIVATE DONATIONS TO THE UNIVERSITYPUBLIC CHARITYDAVIS, CA, US$3,000
Paid GrantCLINIC BY THE BAYUNDERSTAND AND SERVE, WITH DIGNITY AND RESPECT, THE HEALTH AND WELLNESS NEEDS OF THE MEDICALLY UNDERSERVED IN THE SAN FRANCISCO BAY AREA.PUBLIC CHARITYSAN FRANCISCO, CA, US$2,500
Paid GrantHENRY'S FORK FOUNDATIONTO CONSERVE, PROTECT, AND RESTORE THE UNIQUE FISHERIES, WILDLIFE, AND AESTHETIC QUALITIES OF THE HENRY'S FORK AND ITS WATERSHED.PUBLIC CHARITYASHTON, ID, US$2,500
Paid GrantINSIGHT MEDITATION SOCIETYPROVIDE A SPIRITUAL REFUGE FOR ALL WHO SEEK FREEDOM OF MIND AND HEART.PUBLIC CHARITYBARRE, MA, US$2,500
Paid GrantPARISH ART MUSEUMBRING ART AND PEOPLE TOGETHER.PUBLIC CHARITYWATER MILL, NY, US$2,500
Paid GrantSF MOMAASSEMBLE UNPARALLELED COLLECTIONS, CREATE EXHILARATING EXHIBITIONS, AND DEVELOP ENGAGING PUBLIC PROGRAMS.PUBLIC CHARITYSAN FRANCISCO, CA, US$2,500
Paid GrantST LUKE'S WOOD RIVER FOUNDATION INCTO INSPIRE GENEROSITY THAT IMPROVES HEALTH AND WELL-BEING IN THE COMMUNITY.PUBLIC CHARITYKETCHUM, ID, US$2,500
Paid GrantTHE AFFORDABILITY PROJECTFILL THE GAP IN AFFORDABLE HOUSING FOR EDUCATORS, NURSES, FIRST RESPONDERS, SMALL BUSINESS OWNERS, AND THE MANY PEOPLE WHO SERVE SAN FRANCISCO.PUBLIC CHARITYSAN FRANCISCO, CA, US$2,500
Paid GrantTHE NATURE CONSERVANCYWORK AROUND THE WORLD TO PROTECT ECOLOGICALLY IMPORTANT LANDS AND WATERS FOR NATURE AND PEOPLE.PUBLIC CHARITYHAILEY, ID, US$2,500
Paid GrantTROUT UNLIMITEDWORK TO KEEP OUR COUNTRY'S COLDWATER FISHERIES AND THEIR WATERSHEDS SAFE FROM ENVIRONMENTAL THREATS FOR THIS AND FUTURE GENERATIONS OF ANGLERS TO ENJOY.PUBLIC CHARITYWASHINGTON, DC, US$2,500
Paid GrantUC BERKELEYEDUCATING STUDENTS TO BE LEADERS AND INNOVATORS, CREATING KNOWLEDGE TO ADDRESS SOCIETAL CHALLENGES.PUBLIC CHARITYBERKELEY, CA, US$2,500
Paid GrantUNIVERSITY OF WESTERN ONTARIO FOUNDATION INCPROVIDE A STRONG AND EFFICIENT CENTRAL SERVICE THAT SUPPORTS AND FURTHERS THE GOALS OF INSTITUTIONAL ADVANCEMENT AT WESTERN.PUBLIC CHARITYJERICHO, NY, US$2,500
Paid GrantAMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INCWERE A PASSIONATE, INNOVATIVE, AND DIVERSE GLOBAL TEAM DEDICATED TO LIFTING LIVES AND STRENGTHENING COMMUNITIES IN 70 COUNTRIES.PUBLIC CHARITYNEW YORK, NY, US$2,000
Paid GrantANERAHELP REFUGEES AND OTHERS HURT BY CONFLICTS IN PALESTINE, LEBANON AND JORDAN LIVE WITH PURPOSE AND HOPE.PUBLIC CHARITYWASHINGTON, DC, US$2,000
Paid GrantCLEAN WATER ACTIONPROTECT OUR ENVIRONMENT, HEALTH, ECONOMIC WELL-BEING AND COMMUNITY QUALITY OF LIFE.PUBLIC CHARITYWASHINGTON, DC, US$2,000
Paid GrantST IGNATIUS COLLEGE PREPATORYA COMMUNITY OF LIFELONG LEARNERS THAT SUPPORTS STUDENTS AS THEY DEVELOP INTO THRIVING ADULTS.PUBLIC CHARITYSAN FRANCISCO, CA, US$2,000
Paid GrantTOWN SCHOOL FOR BOYSTOWN PROVIDES A RICH, CHALLENGING AND RIGOROUS EDUCATIONAL EXPERIENCE THAT ADDRESSES THE DISTINCTIVE ENERGY LEVELS AND DEVELOPMENTAL STYLES OF BOYS.PUBLIC CHARITYSAN FRANCISCO, CA, US$2,000
Paid GrantOAKLAND MUSEUM OF CALIFORNIAINSPIRES CALIFORNIANS TO CREATE A MORE VIBRANT FUTURE FOR THEMSELVES AND THEIR COMMUNITIES.PUBLIC CHARITYOAKLAND, CA, US$1,750
Paid GrantCPMC FOUNDATIONPROVIDES RESOURCES BEYOND WHAT DAILY OPERATIONS CAN FUND TO INNOVATE, EXPAND AND INCREASE ACCESS TO THE EXCEPTIONAL CARE WE PROVIDE IN A MORE PERSONAL WAY.PUBLIC CHARITYSAN FRANCISCO, CA, US$1,500
Paid GrantMOUNTAIN HUMANETRANSFER ANIMALS FROM UNDER-RESOURCED SHELTERS AND RESCUES AT A MOMENT'S NOTICE.PUBLIC CHARITYHAILEY, ID, US$1,500
Paid GrantSUGI FOUNDATIONCREATE BIODIVERSITY, CLIMATE RESILIENCE AND WELLBEING IN COMMUNITIES.PUBLIC CHARITYSAN FRANCISCO, CA, US$1,500
Paid GrantTHE HORNS PROJECT INCHELP STUDENTS AND SCHOOLS OVERCOME RESOURCE AND ACCESS LIMITATIONS AND CONNECT PROFESSIONALLY WITH US JAZZ MUSICIANS.PUBLIC CHARITYNEW YORK, NY, US$1,500
Paid GrantUC BERKELEY FOUNDATIONHELP ENSURE THAT UC BERKELEY RETAINS ITS EXCELLENCE IN TEACHING, RESEARCH, AND PUBLIC SERVICE BY SUPPORTING STUDENTS AND FACULTY ACROSS CAMPUS.PUBLIC CHARITYBERKELEY, CA, US$1,500
Paid GrantTRAILING OF THE SHEEP FESTIVALCELEBRATES THE SHEEP, HERDERS, HISTORY, AND FOOD.PUBLIC CHARITYHAILEY, ID, US$1,250
Paid GrantALLIES FOR ALLIES CHAMPION FUNDTO BE A RESOURCE FOR PARENTS/GUARDIANS AND CAREGIVERS WHO SUPPORT NEURODIVERGENT INDIVIDUALS OF THOSE WITH INTELLECTUAL DISABILITIES.PUBLIC CHARITYLOS ANGELES, CA, US$1,000
Paid GrantAUTHOR'S GUILD FOUNDATIONEDUCATES, SUPPORTS, AND PROTECTS AMERICAN WRITERS TO ENSURE THAT A RICH, DIVERSE BODY OF LITERATURE CAN FLOURISH.PUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantBERKELEY PREPARATORY SCHOOLINDEPENDENT SCHOOL LEADER WITH AN INNOVATIVE CURRICULUM THAT INSPIRES INTELLECTUAL CURIOSITY, EMPATHY, RESILIENCE, AND WONDER IN OUR STUDENTS.PUBLIC CHARITYTAMPA, FL, US$1,000
Paid GrantBERKSHIRE SCHOOLCREATE AN INCLUSIVE COMMUNITY WHERE STUDENTS ARE KNOWN WELL, PROVIDES AN EMPOWERING EXPERIENCE, AND PREPARES STUDENTS FOR LIVES OF PURPOSE.PUBLIC CHARITYSHEFFIELD, MA, US$1,000
Paid GrantBY THE BAY HEALTHENHANCE THE QUALITY OF LIFE FOR OUR PATIENTS WHILE PROVIDING PRACTICAL AND EMOTIONAL SUPPORT TO THEIR FAMILIES AND CAREGIVERS.PUBLIC CHARITYLARKSPUR, CA, US$1,000
Paid GrantCALIFORNIA ACADEMY OF SCIENCESFOCUSING OUR SCIENCE SUPERPOWERS ON THE ECOSYSTEMS THAT NEED THEM MOST: CORAL REEFS, TROPICAL ISLANDS, AND OUR VERY OWN HOME STATE.PUBLIC CHARITYSAN FRANCISCO, CA, US$1,000
Paid GrantCITY ARTS & LECTURESOFFERED UNIQUE PROGRAMS WITH LEADING FIGURES IN ARTS AND IDEAS.PUBLIC CHARITYSAN FRANCISCO, CA, US$1,000
Paid GrantDOCTORS WITHOUT BORDERS USA INCHELP PEOPLE WORLDWIDE WHERE THE NEED IS GREATEST, DELIVERING EMERGENCY MEDICAL AID TO PEOPLE AFFECTED BY CONFLICT, EPIDEMICS, DISASTERS OR EXCLUSION FROM HEALTH CARE.PUBLIC CHARITYHAGERSTOWN, MD, US$1,000
Paid GrantJEWISH COMMUNITY CENTERINCREASE OUR ROLE AND VISIBILITY AS A CONTRIBUTOR TO THE CULTURAL FABRIC OF SAN FRANCISCO AND THE WELFARE OF OUR CITY.PUBLIC CHARITYSAN FRANCISCO, CA, US$1,000
Paid GrantKATHERINE DELMAR BURKE SCHOOLEDUCATE, ENCOURAGE AND EMPOWER GIRLS.PUBLIC CHARITYSAN FRANCISCO, CA, US$1,000
Paid GrantNAACPCOMMITTED TO DISMANTLING RACISM AND DISRUPTING INEQUALITY TO CREATE A SOCIETY WHERE ALL PEOPLE CAN TRULY BE FREE.PUBLIC CHARITYBALTIMORE, MD, US$1,000
Paid GrantNORTH BEACH CITIZENSHELPING THE COMMUNITY WITH FOOD, HOUSING, & STABILITY.PUBLIC CHARITYSAN FRANCISCO, CA, US$1,000
Paid GrantPEN AMERICAN CENTER INCUNITE WRITERS AND THEIR ALLIES TO CELEBRATE CREATIVE EXPRESSION AND DEFEND THE LIBERTIES THAT MAKE IT POSSIBLE.PUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantPFORSICH PFALL PFUNDRAISING PFESTIVITIESPROVIDE OTHER INDIVIDUALS AND FAMILIES EXPERIENCING DIFFICULT MEDICAL ENDEAVORS WITH THE NECESSARY FUNDS NEEDED FOR THEIR CHALLENGING AND EXPENSIVE JOURNEYS.PUBLIC CHARITYSEBASTOPOL, CA, US$1,000
Paid GrantSAN FRANCISCO ZEN CENTEROFFER DAILY MEDITATION, REGULAR MONASTIC RETREATS AND PRACTICE PERIODS, CLASSES, LECTURES, AND WORKSHOPS.PUBLIC CHARITYSAN FRANCISCO, CA, US$1,000
Paid GrantSCHOOLS OF THE SACRED HEARTCOMMITTED TO ACADEMIC EXCELLENCE, TO THE ENDOWMENT OF SPIRITUAL AND ETHICAL VALUES, RELIGIOUS AND SOCIO-ECONOMIC DIVERSITY OF THE BAY AREA.PUBLIC CHARITYSAN FRANCISCO, CA, US$1,000
Paid GrantSFFILMTRANSFORMING THE WORLD THROUGH THE CREATIVITY AND INSPIRATION OF FILM.PUBLIC CHARITYSAN FRANCISCO, CA, US$1,000
Paid GrantSONOMA LAND TRUSTCONSERVES SCENIC, NATURAL, AGRICULTURAL AND OPEN LAND FOR THE FUTURE OF SONOMA COUNTY.PUBLIC CHARITYSANTA ROSA, CA, US$1,000
Paid GrantTENDERLOIN NEIGHBORHOOD (TNDC)PROVIDES AFFORDABLE HOUSING AND SERVICES FOR LOW-INCOME PEOPLE IN THE TENDERLOIN AND THROUGHOUT SAN FRANCISCO, TO PROMOTE EQUITABLE ACCESS TO OPPORTUNITY AND RESOURCES.PUBLIC CHARITYSAN FRANCISCO, CA, US$1,000
Paid GrantWORLD CENTRAL KITCHEN INCFIRST TO THE FRONTLINES, PROVIDING MEALS IN RESPONSE TO HUMANITARIAN, CLIMATE, AND COMMUNITY CRISES.PUBLIC CHARITYWASHINGTON, DC, US$1,000
Paid GrantQUEENS JEWISH COMMUNITY COUNCIL INCPROVIDE SOCIAL SERVICES TO THOSE IN NEED TO IMPROVE THEIR QUALITY OF LIFE REGARDLESS OF RACE, CREED, AGE, RELIGION, COLOR, DIABILITY, NATIONAL ORIGIN, SEX OR MARITAL STATUS.PUBLIC CHARITYFOREST HILL, NY, US$700
Paid GrantENVIRONMENTAL WORKING GROUPEMPOWER PEOPLE TO LIVE HEALTHIER LIVES IN A HEALTHIER ENVIRONMENT.PUBLIC CHARITYWASHINGTON, DC, US$500
Paid GrantEPISCOPAL COMMUNITY SERVICESHELP HOMELESS AND VERY LOW-INCOME PEOPLE EVERY DAY AND EVERY NIGHT OBTAIN THE HOUSING, JOBS, SHELTER, AND ESSENTIAL SERVICES EACH PERSON NEEDS.PUBLIC CHARITYSAN FRANCISCO, CA, US$500
Paid GrantFOOD RUNNERSHELP ALLEVIATE HUNGER IN SAN FRANCISCO, HELP PREVENT WASTE AND HELP CREATE COMMUNITY.PUBLIC CHARITYSAN FRANCISCO, CA, US$500
Paid GrantGRADUATE THEOLOGICAL UNIONEDUCATING SCHOLARS FOR VOCATIONS DEVOTED TO STUDY AND SERVICEPUBLIC CHARITYBERKELEY, CA, US$500
Paid GrantHAMAKUA YOUTH FOUNDATION INCDEDICATED TO CREATING NURTURING, STIMULATING AND ENJOYABLE YOUTH-CENTERED, AFTER-SCHOOL, OCCASIONAL WEEKEND, AND SUMMER PROGRAMS FOR YOUTH OF THE HAMAKUA DISTRICT.PUBLIC CHARITYHONOKAA, HI, US$500
Paid GrantHAMILTON FAMILIESTO END FAMILY HOMELESSNESS IN THE SAN FRANCISCO BAY AREA.PUBLIC CHARITYSAN FRANCISCO, CA, US$500
Paid GrantHOLY FAMILY DAY HOMES OF SAN FRANCISCOPROVIDE AFFORDABLE, HIGH QUALITY, EARLY CHILDHOOD EDUCATION AND FAMILY SUPPORT SERVICE IN A STABLE NURTURING ENVIRONMENT.PUBLIC CHARITYSAN FRANCISCO, CA, US$500
Paid GrantLA LUZ BILINGUAL CENTERLA LUZ PROVIDES ENGLISH LANGUAGE TRAINING AND FINANCIAL SUPPORT SERVICES, TEACHES COMPUTER SKILLS, AND HOSTS MEDICAL AND LEGAL SERVICES.PUBLIC CHARITYSONOMA, CA, US$500
Paid GrantMEALS ON WHEELS OF SAN FRANCISCOPROVIDE A NETWORK OF SERVICES THAT ALLOWS SENIORS TO LIVE IN THEIR HOMES WITH DIGNITY AND INDEPENDENCE AS LONG AS POSSIBLE.PUBLIC CHARITYSAN FRANCISCO, CA, US$500
Paid GrantMILO FOUNDATIONRESCUE ADOPTABLE DOGS AND CATS FROM HIGH-KILL ANIMAL CONTROL SHELTERS AND ADOPT THEM TO LOVING HOMES.PUBLIC CHARITYALBANY, CA, US$500
Paid GrantOHLHOFF RECOVERY PROGRAMSPROVIDED QUALITY PROGRAMS FOR ADULTS AND ADOLESCENTS IN RECOVERY FROM SUBSTANCE ABUSE AND CHEMICAL DEPENDENCY.PUBLIC CHARITYSAN FRANCISCO, CA, US$500
Paid GrantSAFE & SOUNDPREVENT CHILD ABUSE AND REDUCE ITS DEVASTATING IMPACT.PUBLIC CHARITYSAN FRANCISCO, CA, US$500
Paid GrantSONOMA COUNTY FIRE DISTRICTCOMPASSIONATELY CARE FOR THE SAFETY OF OUR COMMUNITIES AND OUR VISITORS THROUGH PROGRESSIVE PROFESSIONAL EMERGENCY PREPAREDNESS AND RESPONSE.PUBLIC CHARITYWINDSOR, CA, US$500
Paid GrantST VINCENT DE PAUL SOCIETYOF MARIN COUNTYGROW IN HOLINESS AND BUILD A MORE JUST WORLD THROUGH PERSONAL RELATIONSHIPS WITH AND SERVICE TO PEOPLE IN NEED.PUBLIC CHARITYSAN RAFAEL, CA, US$500
Paid GrantSUMMER SEARCHHELP LOW-INCOME STUDENTS ACROSS THE COUNTRY RISE TO THEIR POTENTIAL AND BECOME BEACONS OF CHANGE IN THEIR COMMUNITIES.PUBLIC CHARITYSAN FRANCISCO, CA, US$500
Paid GrantTHE NEW YORK BOARD OF RABBISPROVIDE OPPORTUNITIES FOR RABBIS OF DIFFERENT DENOMINATIONS TO COME TOGETHER FOR STUDY, COMRADERY, PROFESSIONAL DEVELOPMENT AND ONGOING EDUCATION.PUBLIC CHARITYNEW YORK, NY, US$500
Paid GrantUNIVERSITY OF SOUTH FLORIDA FOUNDATION INCSERVES THE PEOPLE OF FLORIDA, THE NATION, AND THE WORLD BY FOSTERING INTELLECTUAL INQUIRY AND OUTCOMES THAT POSITIVELY SHAPE THE FUTURE - REGIONALLY, NATIONALLY AND GLOBALLY.PUBLIC CHARITYTAMPA, FL, US$500
Paid GrantCAMEO CINEMA FOUNDATIONTO PRESERVE AND ADVANCE THE CAMEO CINEMA.PUBLIC CHARITYST HELENA, CA, US$250
Paid GrantGLOBAL FUND FOR WOMENSUPPORT THE TIRELESS AND COURAGEOUS EFFORTS OF WOMENS GROUPS WHO WORK EVERY DAY TO WIN RIGHTS FOR WOMEN AND GIRLS.PUBLIC CHARITYWASHINGTON, DC, US$250
Paid GrantINSTITUTE OF CONTEMPORARY ART SAN FRANCISCOOFFER ARTIST FROM AROUND THE WORLD AN OPPORTUNITY TO PUSH BOUNDARIES, EXPERIMENT WITH NEW IDEAS, AND TAKE RISKS.PUBLIC CHARITYSAN FRANCISCO, CA, US$250
Paid GrantPROJECT OPEN HANDPROVIDES MEALS WITH LOVE TO SENIORS AND THE CRITICALLY ILL.PUBLIC CHARITYSAN FRANCISCO, CA, US$250
Paid GrantRAPHAEL HOUSEHELP AT-RISK FAMILIES ACHIEVE STABLE HOUSING AND FINANCIAL INDEPENDENCE WHILE STRENGTHENING FAMILY BONDS AND PERSONAL DIGNITY.PUBLIC CHARITYSAN FRANCISCO, CA, US$250
Paid GrantSEVA FOUNDATIONPARTNER WORLDWIDE TO CREATE SELF-SUSTAINING PROGRAMS THAT PRESERVE AND RESTORE SIGHT.PUBLIC CHARITYBERKELEY, CA, US$250
Paid GrantSONOMA MOUNTAIN PRESERVATIONPRESERVE SONOMA MOUNTAINS SCENIC, AGRICULTURAL, AND NATURAL RESOURCES BY CULTIVATING A SENSE OF PLACE, ENGAGING PEOPLE WITH THE LANDSCAPE, AND INSPIRING THEM TO BECOME MOUNTAIN STEWARDS.PUBLIC CHARITYGLEN ELLEN, CA, US$150
Filing and Contact Details

Filer

Filer Name
Swig Foundation
EIN
94-6065205
Phone
4152911100
Address
220 MONTGOMERY STREET SUITE 950, SAN FRANCISCO, CA 94104

Signing Officer

Name
Carolyn Ferris
Title
Trustee
Phone
4152911100
Signed
2025-11-05
Raw XML AppendixShowing 400 of 1,677 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt06440
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06440
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt03878941
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt03968189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06587076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07816671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0349925
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1156738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CASH EQUIVALENT INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1OTHER SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15303936
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0198636
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01331223
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt062737
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt041809
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01634405
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01634405
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06440
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06440
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01331223
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0750000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0750000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0198636
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0198636
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0735207
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt062737
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt062737
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04733969
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt010231
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt010231
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01331223
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01485207
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt062737
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt048255
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt048255
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt041809
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt041809
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt059182
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt059182
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt025090
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt025090
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0750000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0149198
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0899198
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01634405
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01634405
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0149198
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0149198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0499028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt176038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22403860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt321445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt471359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5474673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6541347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt0269990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01221062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-7029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-288766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-9337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt74217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt118471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1329934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1699946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17201409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-16818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19-61
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2053534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21-2862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22-1912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2338252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01221062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-7029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-288766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-9337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt74217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt118471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt121812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1329934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1699946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17201409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-16818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-61
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2053534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-2862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-1912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2338252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01450100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt169009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22115094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt320273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt470984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5476499
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6532010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF LOS BANOS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UBS #29374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2UBS #29374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3UBS #29378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4UBS #29379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5UBS #29380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6UBS #29382
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7HCP FULL CONSEQUENCE FUND I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8HCP FULL CONSEQUENCE FUND III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9HCP FULL CONSEQUENCE FUND III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10HCP PRIVATE EQUITY FUND IX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11HCP PRIVATE EQUITY FUND IX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12HCP PRIVATE EQUITY FUND VIII
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13HCP PRIVATE EQUITY FUND VIII
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14HCP PRIVATE EQUITY FUND X
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15HCP PRIVATE EQUITY FUND X
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16LONE CASCADE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17LONE CASCADE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18TTC PRIVATE EQUITY PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19WGI EMERGING MARKETS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20WGI EMERGING MARKETS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21TTC PRIVATE EQUITY PARTNERS - LIQUIDATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22WGI EMERGING MARKETS FUND - LIQUIDATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23SELECT EQUITY OFFSHORE LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01331223
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0735207
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01000
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06262225
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05527018
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06261225
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0801142
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0801142
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0801142
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0821786
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt020644
IRS990PF/DistributableAmountGrp/TotalTaxAmt020644
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt019766
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt020644
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt020644
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt020644
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0904
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt019766
IRS990PF/FMVAssetsEOYAmt017796486
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt013500
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05527018
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt06261225
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0115975
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07690
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07690
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03234778
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03878941
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03968189
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0585907
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06587076
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07816671
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueEOYAmt04956697
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0185144
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0436196
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0387231
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0251052
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0700000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01203127
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0506663
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt05303936
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05527018
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011231422
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017796486
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04970197
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05527018
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011231422
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05527018
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06261225
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt016686004
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0184270
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt015343401
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0250290
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01158333
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0821786
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016435714
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt016686004
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0UBS FINANCIAL SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt059101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0555 CALIFORNIA STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEVEN SWIG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROLYN ZECCA FERRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUSAN WATKINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0220 MONTGOMERY STREET SUITE 950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1220 MONTGOMERY STREET SUITE 950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2220 MONTGOMERY STREET SUITE 950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0750000
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0750000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CAROLYN FERRIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0220 MONTGOMERY STREET SUITE 950
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN FRANCISCO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04152911100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS SHOULD BE IN WRITING
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CAROLYN FERRIS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04152911100
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0220 MONTGOMERY STREET SUITE 950
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAN FRANCISCO

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