2024-06-18T15:08:53-05:00 2023-12-31 261703467 SHANNON M MOXLEY CPA 12360 SW JAMES ST TIGARD OR 97223 990PF 2023-01-01 943122667 THE SWIGERT FOUNDATION C/O SHAWN M DUBURG SWIG 5032058751 900 SW FIFTH AVE SUITE 2550 PORTLAND OR 97204 ELIZABETH K WARREN PRESIDENT 5032058751 2024-06-18 1 ELIZABETH WARREN 999009999 0 SHANNON M MOXLEY P00315342 5035905176 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 17410936 X X 7785 7785 544457 544457 -208678 1028813 0 343564 552242 0 0 0 3265 0 0 124139 0 0 1763 0 0 129167 0 0 847000 847000 976167 0 847000 -632603 552242 388924 453201 453201 10734395 9024474 13497783 2690810 3702778 3459952 13814129 13180453 17410936 0 0 X 13814129 13180453 13814129 13180453 13814129 13180453 13814129 -632603 0 13181526 1073 13180453 NUVEEN REAL ESTATE P 2023-11-20 335760 515280 -179520 -179520 BLACKROCK TOTAL FACTOR X P 2023-10-04 70660 181600 -110940 -110940 FIDELITY CASH P 2023-12-31 540611 540611 0 0 CAPITAL GAINS DIVIDENDS P 81782 81782 81782 -208678 7676 0 7676 0 7676 12165 0 0 0 12165 0 4489 4489 0 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 SWIGERTFOUNDATION.ORG ROBYN BREWER UNION BANK OF CAL 5032252935 407 SW BROADWAY PORTLAND OR 97205 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELIZABETH K WARREN C/O 900 SW FIFTH AVE SUITE 2550 PORTLAND OR 97204 PRESIDENT 0.00 0 0 0 WENDY WARREN C/O 900 SW FIFTH AVE SUITE 2550 PORTLAND OR 97204 VP 0.00 0 0 0 KATE WARREN HALL C/O 900 SW FIFTH AVE SUITE 2550 PORTLAND OR 97204 VP & SECRETARY 0.00 0 0 0 ADDISON GRONQUIST C/O 900 SW FIFTH AVE SUITE 2550 PORTLAND OR 97204 DIRECTOR 0.00 0 0 0 ELIZABETH BLISS WARREN BETSY C/O 900 SW FIFTH AVE SUITE 2550 PORTLAND OR 97204 DIRECTOR 0.00 0 0 0 CHARLES SNOW C/O 900 SW FIFTH AVE SUITE 2550 PORTLAND OR 97204 DIRECTOR 0.00 0 0 0 ALISON PANZER C/O 900 SW FIFTH AVE SUITE 2550 PORTLAND OR 97204 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 16164060 421063 0 16585123 0 0 16585123 248777 16336346 816817 816817 7676 7676 809141 0 809141 0 809141 847000 0 847000 809141 103717 0 0 847000 103717 0 0 743283 0 0 0 0 0 0 0 0 65858 0 0 0 ROBYN BREWER 407 SW BROADWAY PORTLAND OR 97205 5032252935 ROBYN.BREWER@UNIONBANK.COM ROBYN WILL SEND AN APPLICATION UPON REQUEST BOARD MEETS QUARTERLY - NO DEADLINES MUST BE A 501(C)(3) ORGANIZATION ALANO CLUB OF PORTLAND 909 NW 24TH AVE PORTLAND OR 97210 NONE MEMBERSHIPMEMBERSHIP 1000 CATLIN GABEL 8825 SW BARNES ROAD PORTLAND OR 97225 NONE CONSTRUCTION OF COMMUNITY CENTER/MEMBERSHIP 127000 METRO ARTS 0240 SW CANBY STREET PORTLAND OR 97219 NONE MEMBERSHIP 1000 OMSI 1945 SW WATER AVE PORTLAND OR 97214 NONE MEMBERSHIP 1000 OREGON BALLET THEATRE 720 S BANCROFT ST PORTLAND OR 97239 NONE MEMBERSHIP 1000 OREGON HISTORICAL SOCIETY 1200 SW PARK AVE PORTLAND OR 97205 NONE MEMBERSHIPMEMBERSHIP 1000 OREGON SYMPHONY 923 SW WASHINGTON ST PORTLAND OR 97205 NONE MEMBERSHIPMEMBERSHIP 2000 PORTLAND ART MUSEUM 1219 SW PARK AVE PORTLAND OR 97205 NONE MEMBERSHIP 2000 PORTLAND OPERA 211 SE CARUTHERS ST PORTLAND OR 97214 NONE MEMBERSHIP 1000 WORLD FORESTRY CENTER 4033 SW CANYON ROAD PORTLAND OR 97221 NONE MEMBERSHIP 1000 ARC FOUNDATION OREGON PO BOX 23 LAKE OSWEGO OR 97034 NONE SUPPORT OF SCHORARS' PROGRAM 10000 OREGON COAST AQUARIUM 2820 SE FERRY SLIP RD NEWPORT OR 97365 NONE PURCHASE OF NEW TOUCH TANK 10000 FREE CLINIC OF SW WASHINGTON 4100 PLOMONDON ST VANCOUVER WA 98661 NONE ACCESS PROGRAM SUPPORT 20000 CASA OF CLACKAMAS COUNTY 421 HIGH ST 108 OREGON CITY OR 97045 NONE SUPPORT AND ADVOCASY FOR 1 YEAR 5000 FRIENDS OF THE CHILDREN 44 NE MORRIS ST3015 PORTLAND OR 97212 NONE EDUCATION PROGRAMS 8000 MCDOUGALL RESEARCH & EDUCATION FOUNDATION 3181 SW SAM JACKSON PARK RD PORTLAND OR 97239 NONE EDUCATION PROGRAMS 50000 PLANNED PARENTHOOD COLUMBIA WILLAMETTE 3727 NE MARTIN LUTHER KING JR BLVD PORTLAND OR 97212 NONE GENERAL OPERATING SUPPORT 5000 CAMP 45 CONTEMPORARY PO BOX 28209 PORTLAND OR 97228 NONE CITIWIDE EXHIBITION 25000 BODYVOX 1201 NW 17TH AVE PORTLAND OR 97209 NONE EDUCATION PROGRAMS 100000 HOYT ARBORETUM FRIENDS 4000 SW FAIRVIEW BLVD PORTLAND OR 97221 NONE EDUCATION PROGRAMS 10000 CALL TO SAFETY PO BOX 42610 PORTLAND OR 97242 NONE DOMESTC VIOLENCE PREVENTION PROGRAMS 10000 RETURNING VETERANS PROJECT PO BOX 14035 PORTLAND OR 97293 NONE GENERAL OPERATIONS SUPPORT 5000 CLARK COUNTY FOOD BANK 6502 NE 47TH AVE VANCOUVER WA 98661 NONE CONSTRUCTION OF FOOD FACILITY 30000 LINCOLN CITY CULTURAL CENTER 540 NE HWY 101 LINCOLN OR 97367 NONE TECHNICAL UPGRADES 5000 GREANERS OF CLACKAMAS COUNTY INC 13821 FIR ST OREGON CITY OR 97045 NONE FRIDGE REPAIRS 10000 OREGON RAIL HERITAGE FDN 2250 SE WATER AVE PORTLAND OR 97214 NONE INSTALLATION OF 10 CROSSING SIGNALS 5000 PORTLAND JAPANESE GARDEN 611 SW KINGSTON AVE PORTLAND OR 97205 NONE GENERAL OPERATING SUPPORT 10000 PORTLAND YOUTH PHILHARMONIC 9320 SW BARBUR BLVD 140 PORTLAND OR 97219 NONE COMMUNITY PROGRAM SUPPORT 8000 SALEM FREE CLINIC 1300 BROADWAY ST NE SUITE 104 SALEM OR 97301 NONE NURSE PRACTITIONER SUPPORT 10000 ALS ASSOCIATION 825 NE MULTNOMAH ST SUITE 940 PORTLAND OR 97232 NONE INDEPENDENCE PROGRAM SUPPORT 5000 BOYS & GIRLS AID 9320 SW BARBUR BLVD 200 PORTLAND OR 97219 NONE HOMELESS PREVENTION PROGRAM 10000 COLUMBIA LAND TRUST 850 OFFICERS ROW VANCOUVER WA 98661 NONE GENERAL OPERATING SUPPORT 75000 CONSTRUCTING HOPE 405 NE CHURCH ST PORTLAND OR 97221 NONE EDUCATION PROGRAM SUPPORT 5000 FIDO PET FOOD BANK 14186 FIR STREET OREGON CITY OR 97045 NONE PET FOOD PURCHASE/SUPPLIES 10000 FRIENDS OF HOPEWELL HOUSE 6171 SW CAPITOL HWY PORTLAND OR 97239 NONE FINANCIAL AID FOR RESIDENTS 10000 HEART OF OREGON CORPS 1291 NE 5TH ST BEND OR 97701 NONE GENERAL OPERATING SUPPORT 10000 L'ARCHE PORTLAND 8501 SE STEPHENS ST PORTLAND OR 97126 NONE RESIDENTIAL PROGRAM SUPPORT 10000 OPEN SCHOOL 16570 SE OAK ST PORTLAND OR 97233 NONE GRADUATES SUMMER PROGRAMS 10000 OREGON WILDLIFE FOUNDATION 2337 NW YORK ST201C PORTLAND OR 97210 NONE STAFF SUPPORT 15000 PARROTT CREEK CHILD & FAM SERVICES 1001 MOLALLA AVE 209 OREGON CITY OR 97045 NONE SUPPORT OF FAMILY PROGRAMS 10000 READING RESULTS 3115 NE SANDY BLVD 229 PORTLAND OR 97232 NONE READING PROGRAMS 8000 YWCA OF GREATER PORTLAND 600 NE 8TH ST GRESHAM OR 97030 NONE GENERAL OPERATING SUPPORT 10000 ZENGER FARM 11741 SE FOSTER RD PORTLAND OR 97266 NONE COMMUNITY BUILDING SUPPORT 5000 THE MONPELIER FOUNDATION 11350 CONSTITUTION HWY MONPELIER STATION VA 22957 NONE FLOOD RELIEF PROGRAM 10000 BAKER CITY LIONS CLUB PO BOX 528 BAKER CITY OR 97814 NONE SUPPLIES PURCHASE 10000 BIRCH COMMUNITY SERVICES 17780 NE SAN FARAEL ST PORTLAND OR 97230 NONE SUPPLIES PURCHASE 7000 JESUIT VOLUNTEER CORPS NORTHWEST 2780 SE HARRISON ST WILWAUKIE OR 97222 NONE STAFF HOUSING REPAIRS 10000 TILLICUM FOUNDATION DBA KMUN PO BOX 269 ASTORIA OR 97103 NONE REPAIRS AND RESTORATION PROJECTS 10000 THE ARTBACK PO BOX 4 ESTACADA OR 97023 NONE MURAL PROJECT 5000 METROPOLITAN YOUTH SYMPHONY 4800 S MACADAM AVE 105 PORTLAND OR 97239 NONE MUSIC EDUCATION PROGRAMS 5000 VIRGINIA GARCIA MEMORIAL FOUNDATION PO BOX 6149 ALOHA OR 97007 NONE FLEX FUNDS PROGRAM 10000 BOYS & GIRLS CLUBS OF SW WASHINGTON 5109 NE 82ND AVENUE SUITE 205 VANCOUVER WA 98662 NONE MENTORING PROGRAM 15000 CAPITAL FUTBOL CLUB 5201 STATE ST SALEM OR 97317 NONE SCHOLARSHIP PROGRAMS 10000 THE DOUGY CENTER 3909 SE 52ND AVE PORTLAND OR 97206 NONE GRIEF SUPPORT PROGRAMS 10000 FRIENDLY HOUSE 1737 NW 26TH AVE PORTLAND OR 97210 NONE SUPPORT FOR SENIOR PROGRAMS 15000 GIRLS INC OF PACIFIC NORTHWEST 4800 S MACADAM AVE 309 PORTLAND OR 97239 NONE EDUCATION PROGRAM 11000 HOSEA YOUTH SERVICES 834 MONROE ST EUGENE OR 97402 NONE SUPPORT FOR HOMELESS PROGRAM 5000 HOUSECALL PROVIDERS 5100 S MACADAM AVE 200 PORTLAND OR 97239 NONE MASSAGE THERAPY 10000 OREGON FOOD BANK 7900 NE 33RD DR PORTLAND OR 97211 NONE HUNGER PREVENTION PROGRAM 15000 SHOWCAP COMMUNITY CHARITIES 17788 SE PINE ST PORTLAND OR 97233 NONE FUNDING NEIGBOORS IN NEED PROGRAMS 10000 SUNRISE ENTERPRISES OF ROSEBURG INC 423 NE WINCHESTER ST ROSEBURG OR 97470 NONE COMMUNITY EMPLOYMENT PROGRAMS 10000 OSHU 3181 SW SAM JACKSON PARK RD PORTLAND OR 97239 NONE MEMBERSHIP 2000 847000 0 7785 544457 -208678 0 0 343564 343564 3 ALLOWS THE FOUNDATION TO CONTINUE ITS CHARITABLE PURPOSE 4 ALLOWS THE FOUNDATION TO CONTINUE ITS CHARITABLE PURPOSE 8 ALLOWS THE FOUNDATION TO CONTINUE ITS CHARITABLE PURPOSE 0 0 0 0 0 0 0 0 0 0 TAX PREPERATION 3265 0 0 EQUITIES 9024474 13497783 FIXED INCOME AT COST 2690810 2490090 REAL ASSETS AT COST 225818 236852 OTHER AT COST 786150 733010 RETURN OF PRIN. 1073 UBOC FEES 124139 0 0 FEDERAL, STATE AND FR. TAXES 1763 0 0