2025-08-15T15:33:24-07:00 2025-03-31 331527511 Brinkman & Company 300 E Esplanade Dr Ste 1680 Oxnard CA 93036 990PF 2024-07-01 770132512 Swift Memorial Health Care Foundation SWIF 8059880196 4001 Mission Oaks Blvd Suite A Camarillo CA 93012 Allen Camp Treasurer 2025-08-15 true true Danielle L Brinkman-Mallare P00196523 8054857194 2024 2025-03-06 01:10:19Z X X 0 X X 64 64 64 11330 11330 11330 1059401 4532515 1059401 8669 1070795 1070795 20063 1859 1859 1859 16 16 16 1875 1875 1875 0 4548889 4548889 4550764 1875 1875 4548889 -3479969 1068920 18188 9592 3468516 869165 4347273 0 0 0 X 4347273 4347273 0 4347273 0 4347273 -3479969 867304 867304 850.2240 AMERICAN FUNDS EUROPACIFIC GROWTH P 2024-01-01 2024-08-27 50672 47262 3410 3410 363.536 DIAMOND HILL SMALL-MID CAP P 2024-01-01 2024-08-27 10023 9347 676 676 2009.6980 PIMCO TOTAL RETURN P 2024-01-01 2024-08-27 17664 16943 721 721 473.8280 PRINCIPAL DIVERSIFIED P 2024-01-01 2024-08-27 5501 5218 283 283 1870.849 TCW METWEST TOTAL RETURN P 2024-01-01 2024-08-27 17379 16651 728 728 33.3970 VANGUARD 500 INDEX P 2024-01-01 2024-08-27 17367 15131 2236 2236 1863.8500 WESTERN ASSET P 2024-01-01 2024-08-27 17744 17129 615 615 13911.677 AMERICAN FUNDS EUROPACIFIC GROWTH P 2001-01-01 2024-08-27 829113 602653 226460 226460 18366.749 DIAMOND HILL SMALL-MID CAP P 2001-01-01 2024-08-27 506371 279116 227255 227255 45577.022 PIMCO TOTAL RETURN P 2001-01-01 2024-08-27 400599 470563 -69964 -69964 17471.17 PRINCIPAL DIVERSIFIED P 2001-01-01 2024-08-27 202840 206254 -3414 -3414 6541 SCHWAB US LARGE CAP P 2020-05-15 2024-08-27 514313 306561 207752 207752 41866.032 TCW METWEST TOTAL RETURN P 2001-01-01 2024-08-27 388913 453589 -64676 -64676 2269.8910 VANGUARD 500 INDEX P 2001-01-01 2024-08-27 1180409 593249 587160 587160 39244.4590 WESTERN ASSET P 2001-01-01 2024-08-27 373607 433448 -59841 -59841 1059401 8669 14858 14858 14858 14858 0 false false false false false false true true true CA true false false false false true WWW.VCCF.ORG VENTURA COUNTY COMMUNITY FOUND 8059880196 4001 Mission Oaks Blvd Suite A Camarillo CA 93012 false false false false false false false false false false false false false false false false false false false false false false Carolyn Erbeck 1025 Cachuma Avenue 71 Ventura CA 930042477 Secretary 0.00 0 Allen Camp 1294 E Main Street Ventura CA 930013190 Treasurer 0.00 0 Betty Swift 4014 Ischia Drive Oxnard CA 93035 Honorary Dir 0.00 0 Thomas E Laubacher 2035 Spyglass Trail West Oxnard CA 930362760 Chairman 0.00 0 Emma Mayer 9866 Halifax Street Ventura CA 930042856 Director 0.00 0 Marilynn Viles 7954 Agate Court Ventura CA 930044024 Director 0.00 0 David Paumier DDS 1930 Westchester Court Oxnard CA 930362773 Director 0.00 0 NONE NONE 0 0 0 0 0 0 0 0 0 14858 14858 14858 14858 0 4548889 4548889 0 42202 31292 73494 4548889 0 4548889 4622383 0 4622383 42202 31292 4548889 BONNIE GILLES 4001 MISSION OAKS BLVD CAMARILLO CA 93012 8059880196 APPLICATION FORM WILL BE SUPPLIED BY THE FOUNDATION. NONE ALL GRANTS ARE CONFINED TO VENTURA COUNTY NON-PROFIT ORGANIZATIONS. Ventura County Community Foundation 4001 MISSION OAKS BLVD SUITE A CAMARILLO CA 93012 NONE ACTIVE TO CONTINUE THE WORK OF THE FOUNDATION THROUGH ADDITIONAL SCHOLARSHIPS AND FIELD OF INTEREST FUNDS. 4548889 4548889 14 64 14 11330 1059401 11394 1059401 1070795 false false false false false false false false false false In early 2023, at a meeting of the Swift Memorial Health Care Foundation Board of Directors, discussion began around the possibility of dissolving the foundation. Several board members had recently resigned due to age and/or heath issues, and others were getting close to similar situations. The foundation was just below their minimum number of board members, and rather than recruiting, they discussed bringing their assets to Ventura County Community Foundation (VCCF). The board requested that VCCF bring options for the dissolution and liquidation of assets to the next board meeting. In March 2023, options were brought to the board for liquidation and termination. The consensus of the board was that having been in the business of making health care related grants for nearly 40 years, they wanted the good work of the foundation to continue, but in a different format. The board unanimously voted to liquidate all assets, and grant to VCCF. The assets would create two funds at the foundation: 1) an approximate $500,000 fund for scholarships, and 2) the balance in a field of interest fund with the same purpose of the Swift Memorial Health Care Foundations mission.In June, the board met again. This meeting included legal representation and representatives from VCCF to discuss the process. Fund agreements had been sent to the board prior to the meeting for review. These were unanimously approved. Legal counsel laid out the process of the termination and dissolution. This was also unanimously approved.Legal counsel began the process in June 2023, starting with filing the Nonprofit Certificate of Dissolution with the California Secretary of State, and in August 2023 submitted a waiver of objection to the dissolution and transfer of assets to VCCF letter to the California Attorney Generals office.In August 2024, the California Attorney Generals office responded with a letter that offered no objections to the distribution of assets and termination (copy attached).Upon receipt of the letter, assets were transferred to VCCF and allocated according to the fund agreements. Final steps were taken to terminate the foundation, including the final two tax returns. BANK SERVICE CHARGE 16 16 16 TAX-IRS 1859 1859 1859