Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
SEWELL FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)3300 EDINBOROUGH WAY 420   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EDINA, MN55435
A Employer identification number

41-1861892
B Telephone number (see instructions)

(952) 392-4474
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,861,413J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
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 bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 3,062 3,062  
4 Dividends and interest from securities...... 42,600 42,600  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 692,766
b Gross sales price for all assets on line 6a 2,944,981
7 Capital gain net income (from Part IV, line 2)... 692,766
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 738,428 738,428  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,000     7,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 5,500      
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 25,396 12,698   12,698
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,435 4,435    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,000     1,000
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,331 17,133   21,198
25 Contributions, gifts, grants paid........ 191,500 191,500
26 Total expenses and disbursements. Add lines 24 and 25 237,831 17,133   212,698
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 500,597
b Net investment income (if negative, enter -0-) 721,295
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 315,525 55,530 55,530
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 2,108,987 Click to see attachment2,994,579 2,805,883
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment125,000    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,549,512 3,050,109 2,861,413
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 2,549,512 3,050,109
30 Total net assets or fund balances (see instructions)...... 2,549,512 3,050,109
31 Total liabilities and net assets/fund balances (see instructions).. 2,549,512 3,050,109
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 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,549,512
2 Enter amount from Part I, line 27a..................... 2 500,597
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 3,050,109
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,050,109
Form 990-PF (2014)
Form 990-PF (2014)
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 1060.0310 ABERDEEN TOTAL RETURN P 2014-07-06 2014-07-07
b 2460.473 PIMCO TOTAL RETURN P 2014-07-06 2014-07-07
c 12754.202 AQR DIVERSIFIED P 2013-07-06 2014-07-07
d 263 ISHARES RUSSELL 1000 GROWTH P 2013-02-13 2014-07-07
e 4245.633 SCHWAB FUNDAMENTAL US P 2013-07-06 2014-07-07
389.659 AQR DIVERSIFIED P 2014-07-06 2014-07-07
6685.087 SCHWAB FUNDAMENTAL US P 2014-07-06 2014-07-07
2341.442 ARTISAN INTL SMALL CAP P 2013-07-06 2014-07-07
67 ISHARES RUSSELL 2000 ETF P 2009-05-28 2014-07-07
3022.684 TROWE PRICE EURO P 2013-07-06 2014-07-07
159.131 ARTISAN INTL SMALL CAP P 2014-07-06 2014-07-07
907.981 T ROWE PRICE EURO P 2014-07-06 2014-07-07
3667.082 BAIRD MID CAP FUND P 2013-07-06 2014-07-07
346 ISHARES RUSSELL 2000 ETF P 2009-05-28 2014-07-07
3258.238 THIRD AVE SMALL CAP P 2013-03-13 2014-03-14
75.857 BAIRD MID CAP FUND P 2014-07-06 2014-07-07
217.488 THIRD AVENUE SMALL CAP P 2014-03-13 2014-03-14
2623.888 CENTURY SMALL CAP P 2013-07-06 2014-07-07
617 ISHARES RUSSELL 2000 ETF P 2009-05-28 2014-07-07
732.1939 VANGUARD BOND INDEX P 2012-05-14 2014-07-07
135.476 CENTURY SMALL CAP P 2013-12-18 2014-07-07
.1939 VANGUARD BOND INDEX P 2014-01-02 2014-07-07
7949.011 FIRST EAGLE OVERSEAS P 2013-07-06 2014-07-07
1 ISHARES RUSSELL 2000 ETF P 2011-09-19 2014-07-07
71 VANGUARD BOND INDEX P 2013-05-29 2014-07-07
513.04 FIRST EAGLE OVERSEAS P 2014-07-06 2014-07-07
13 VANGUARD BOND INDEX P 2014-01-02 2014-07-07
3051.842 GOODHAVEN FUND P 2013-07-06 2014-07-07
78 ISHARES RUSSELL 2000 ETF P 2011-10-03 2014-07-07
60 WISDOMTREE EMERGING MKTS P 2012-06-25 2014-07-07
32.672 GOODHAVEN FUND P 2014-07-06 2014-07-07
99.8061 VANGUARD BOND INDEX P 2014-01-02 2014-07-07
16 ISHARES CORE S&P P 2009-05-28 2014-07-07
8 ISHARES RUSSELL 2000 ETF P 2012-02-02 2014-07-07
1428 WISDOMTREE EMERGING MKTS P 2012-06-25 2014-07-07
1544.012 IVA INTL FD P 2014-07-06 2014-07-07
237 WISDOMTREE EMERGING MKTS P 2013-08-07 2014-07-07
39 ISHARES CORE S&P P 2009-05-28 2014-07-07
8122.468 IVA INTL FUND P 2013-07-06 2014-07-07
240 WISDOMTREE EMERGING MKTS P 2013-06-14 2014-07-07
194.612 JENSEN QUALITY GROWTH FD P 2014-07-06 2014-07-07
44 WISDOMTREE EMERGING MKTS P 2013-08-22 2014-07-07
77 ISHARES CORE S&P P 2009-05-28 2014-07-07
583.2 JENSEN QUALITY GROWTH P 2013-01-01 2014-01-02
161.554 JPMORGAN STRATEGIC INC P 2014-07-06 2014-07-07
100 WISDOMTREE EMERGING MKTS P 2013-08-22 2014-07-07
100 ISHARES CORE S&P P 2009-05-28 2014-07-07
4061.456 JENSEN QUALITY GROWTH P 2013-07-06 2014-07-07
1931.469 LOOMIS SAYLES BOND P 2014-07-06 2014-07-07
100 WISDOMTREE EMERGING MKTS P 2013-08-22 2014-07-07
161 ISHARES CORE S&P P 2009-05-28 2014-07-07
8206.136 JPMORGAN STRATEGIC INC P 2013-07-06 2014-07-07
869.817 NEUBERGER BERMAN CORE P 2014-02-05 2014-02-06
226 WISDOMTREE EMERGING MKTS P 2013-08-22 2014-07-07
223 ISHARES CORE S&P P 2009-05-28 2014-07-07
17737.411 LOOMIS SAYLES BOND P 2013-07-06 2014-07-07
1024.881 NEUBERGER BERMAN CORE P 2014-07-06 2014-07-07
133 WISDOMTREE EMERGING MKTS P 2014-02-06 2014-07-07
1092 ISHARES RUSSELL GROWTH MID P 2011-03-23 2014-07-07
3899.169 NEUBERGER BERMAN P 2013-07-06 2014-07-07
116.24 OAKMARK SELECT FUND P 2014-07-06 2014-07-07
300 WISDOMTREE EMERGING MKTS P 2014-02-06 2014-07-07
257 ISHARES RUSSELL 1000 GROWTH P 2011-10-03 2014-07-07
2097.127 OAKMARK SELECT FUND P 2013-07-06 2014-07-07
1063.712 PIMCO TOTAL RETURN P 2014-02-05 2014-02-06
10005.813 ABERDEEN TOTAL RETURN P 2013-07-06 2014-07-07
423 ISHARES RUSSELL 1000 GROWTH P 2011-12-02 2014-07-07
10280.194 PIMCO TOTAL RETURN P 2013-07-06 2014-07-07
(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 14,181   13,896 285
b 26,840   26,547 293
c 140,787   141,252 -465
d 24,041   18,182 5,859
e 58,123   43,163 14,960
4,301   4,247 54
91,519   86,597 4,922
64,975   35,438 29,537
7,901   3,283 4,618
66,665   46,430 20,235
4,416   4,055 361
20,025   17,409 2,616
56,343   41,869 14,474
40,800   16,952 23,848
89,452   49,905 39,547
1,166   1,133 33
5,971   5,872 99
91,528   42,204 49,324
72,757   30,229 42,528
59,791   61,557 -1,766
4,726   4,509 217
16   16  
200,773   148,545 52,228
118   70 48
5,798   5,868 -70
12,958   11,748 1,210
1,062   1,043 19
90,132   65,844 24,288
9,198   4,841 4,357
3,154   2,954 200
965   904 61
8,150   8,008 142
3,179   1,452 1,727
943   650 293
75,051   70,306 4,745
27,990   25,996 1,994
12,458   11,576 882
7,749   3,540 4,209
147,244   117,170 30,074
12,614   12,209 405
7,528   7,221 307
2,313   2,154 159
15,299   6,988 8,311
21,800   15,373 6,427
1,925   1,921 4
5,256   4,894 362
19,868   9,076 10,792
157,097   100,812 56,285
30,708   29,387 1,321
5,256   4,895 361
31,988   14,613 17,375
97,798   96,302 1,496
9,000   9,241 -241
11,880   11,061 819
44,306   20,241 24,065
282,007   252,132 29,875
10,757   10,676 81
6,991   6,285 706
97,727   64,454 33,273
40,925   42,424 -1,499
5,222   4,547 675
15,769   14,177 1,592
23,492   13,234 10,258
94,203   36,302 57,901
11,500   11,877 -377
133,860   138,345 -4,485
38,667   24,724 13,943
112,141   111,390 751
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       285
b       293
c       -465
d       5,859
e       14,960
      54
      4,922
      29,537
      4,618
      20,235
      361
      2,616
      14,474
      23,848
      39,547
      33
      99
      49,324
      42,528
      -1,766
      217
       
      52,228
      48
      -70
      1,210
      19
      24,288
      4,357
      200
      61
      142
      1,727
      293
      4,745
      1,994
      882
      4,209
      30,074
      405
      307
      159
      8,311
      6,427
      4
      362
      10,792
      56,285
      1,321
      361
      17,375
      1,496
      -241
      819
      24,065
      29,875
      81
      706
      33,273
      -1,499
      675
      1,592
      10,258
      57,901
      -377
      -4,485
      13,943
      751
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 2 692,766
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 18,957
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 159,310 2,882,799 0.055262
2012 144,570 2,720,382 0.053143
2011 413,213 2,750,233 0.150247
2010 128,830 2,724,081 0.047293
2009 112,219 2,355,522 0.047641
2 Total of line 1, column (d) ...................... 2 0.353586
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.070717
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 2,882,679
5 Multiply line 4 by line 3....................... 5 203,854
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 7,213
7 Add lines 5 and 6......................... 7 211,067
8 Enter qualifying distributions from Part XII, line 4.............. 8 212,698
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 7,213
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 7,213
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 7,213
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a  
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  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 89
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 7,302
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMN
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletNA
    14
    The books are in care ofbulletKATHY LONGO Telephone no.bullet (952) 392-4474
    Located atbullet3300 EDINBOUROUGH WAY 420EDINAMN ZIP+4bullet55435
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, 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 instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
     
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    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 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    LAURA SEWELL PRES/DIRECTO
    1.00     		10,000 0 0
    1420 HYTHE ST
    ST PAUL,MN55108
    FREDERICK SEWELL VICE PRES/DI
    0.50     		0 0 0
    16 PARK LANE
    MINNEAPOLIS,MN55416
    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...................bullet  
    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.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,760,062
    b
    Average of monthly cash balances.......................
    1b
    166,516
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,926,578
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    2,926,578
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    43,899
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,882,679
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    144,134
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    144,134
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    7,213
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,213
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    136,921
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    136,921
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    136,921
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    212,698
    b
    Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
    4
    212,698
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    7,213
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    205,485
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 136,921
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011....... 279,375
    d From 2012....... 11,682
    e From 2013....... 19,142
    fTotal of lines 3a through e......... 310,199
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 212,698
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount..... 136,921
    e Remaining amount distributed out of corpus 75,777
    5 Excess distributions carryover applied to 2014.    
    (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 5 385,976
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		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) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		385,976
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011.... 279,375
    c Excess from 2012.... 11,682
    d Excess from 2013.... 19,142
    e Excess from 2014.... 75,777
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization 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).)
    GLORIA SEWELL
    FREDERICK SEWELL
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    LAURA SEWELL
    3300 EDINBOUROUGH WAY 420
    EDINA,MN55435
    (952) 392-4474
    bThe form in which applications should be submitted and information and materials they should include:
    TAX-EXEMPT LETTER, PAST AND PRESENT INFO ON PROGRAMS, BUDGET, ETC.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ARTARIA STRING QUARTET
    980 BELLOWS STREET
    ST PAUL,MN55118     		NONE PUBLIC ARTS EDUCATION & APPRECIATION 18,500
    THE ARTS PARTNERSHIP
    345 WASHINGTON STREET
    ST PAUL,MN55102     		NONE PUBLIC ARTS EDUCATION & APPRECIATION 20,000
    BALLET WORKS INC
    528 HENNEPIN AV STE 205
    MINNEAPOLIS,MN55403     		NONE PUBLIC ARTS EDUCATION & APPRECIATION 55,000
    BEACON INTERFAITH HOUSING COLLAB
    2610 UNIVERSITY AVE W
    ST PAUL,MN55114     		NONE PUBLIC ARTS EDUCATION & APPRECIATION 5,000
    CANTUS
    1221 NICOLLET AVE STE 231
    MINNEAPOLIS,MN55403     		NONE PUBLIC ARTS EDUCATION & APPRECIATION 2,500
    CELLO AN AMERICAN EXPERIENCE
    804 IVANHOE DRIVE
    NORTHFIELD,MN55057     		NONE PUBLIC ARTS EDUCATION & APPRECIATION 1,000
    GLOBAL HORIZONS FOR WOMEN
    601 CARLSON PKWY STE 1050
    HOPKINS,MN55305     		NONE PUBLIC COMMUNITY SERVICE 5,000
    GLOBAL GRASSROOTS
    1950 LAFAYETTE RD STE 200
    PORTSMOUTH,NH03801     		NONE PUBLIC COMMUNITY SERVICE 10,000
    GREATER TWIN CITIES YOUTH SYMPHONY
    408 ST PETER ST 300
    ST PAUL,MN55102     		NONE PUBLIC ARTS EDUCATION & APPRECIATION 1,000
    THE JUNGLE THEATER
    2951 LYNDALE AVE S
    MINNEAPOLIS,MN55408     		NONE PUBLIC ARTS EDUCATION & APPRECIATION 5,000
    LAKE COUNTRY SCHOOL
    3755 PLEASANT AVE
    MINNEAPOLIS,MN55409     		NONE PUBLIC ARTS EDUCATION & APPRECIATION 1,500
    MACPHAIL CENTER FOR THE ARTS
    501 S SECOND ST
    MINNEAPOLIS,MN55401     		NONE PUBLIC ARTS EDUCATION & APPRECIATION 2,500
    METROPOLITAN SYMPHONY ORCHESTRA
    PO BOX 581213
    MINNEAPOLIS,MN55458     		NONE PUBLIC ARTS EDUCATION & APPRECIATION 1,500
    MINNESOTA OPERA
    620 NORTH FIRST STREET
    MINNEAPOLIS,MN55401     		NONE PUBLIC ARTS EDUCATION & APPRECIATION 2,000
    MINNESOTA YOUTH SYMPHONY
    790 CLEVELAND AVE S 203
    ST PAUL,MN55116     		NONE PUBLIC ARTS EDUCATION & APPRECIATION 1,000
    MUSIC IN THE PARK SERIES
    THE SCHUBERT CLUB
    75 W 5TH ST 302
    ST PAUL,MN55102     		NONE PUBLIC ARTS EDUCATION & APPRECIATION 6,000
    PENUMBRA THEATRE COMPANY
    270 NORTH KENT STREET
    ST PAUL,MN55102     		NONE PUBLIC ARTS EDUCATION AND APPRECIATION 1,000
    REIF ARTS COUNCIL
    720 NW CONIFER DR
    GRAND RAPIDS,MN55744     		NONE PUBLIC ARTS EDUCATION & APPRECIATION 5,000
    SMILE TRAIN
    41 MADISON AVE 28 FLOOR
    NEW YORK,NY10010     		NONE PUBLIC ARTS EDUCATION & APPRECIATION 2,500
    SPRINGBOARD FOR THE ARTS
    308 PRINCE ST STE 270
    ST PAUL,MN55101     		NONE PUBLIC ARTS EDUCATION & APPRECIATION 4,500
    ST PAUL CHAMBER ORCHESTRA
    408 ST PETER STREET
    ST PAUL,MN55102     		NONE PUBLIC ARTS EDUCATION & APPRECIATION 25,000
    TWIN CITIES PUBLIC TELEVISION
    172 E 4TH STREET
    SAINT PAUL,MN55101     		NONE PUBLIC ARTS EDUCATION & APPRECIATION 10,000
    UNITY CHURCH - UNITARIAN
    732 HOLLY AVE N GROTTO ST
    ST PAUL,MN55104     		NONE PUBLIC COMMUNITY SERVICE 4,000
    UPSTREAM ARTS
    3501 CHICAGO AVE S
    MINNEAPOLIS,MN55407     		NONE PUBLIC ARTS EDUCATION & APPRECIATION 1,000
    YMCA CAMP WIDJIWAGAN
    3788 NORTH ARM ROAD
    ELY,MN55731     		NONE PUBLIC COMMUNITY SERVICE 1,000
    Total .................................bullet 3a 191,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 3,062  
    4 Dividends and interest from securities....     14 42,600  
    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 .............     		    18 692,766  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   738,428  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13738,428
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    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) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    SEWELL FAMILY FOUNDATION
    EIN: 41-1861892
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AQR DIVERSIFIED ARB CLASS 1    
    ARTISAN ITNL FUND    
    ARTIO TOTAL RETURN    
    BAIRD MID CAP    
    CENTURY SMALL CAP SELECT    
    FIRST EAGLE FUND    
    GOODHAVEN FUND    
    ISHARES RUSSELL 1000 GROWTH    
    ISHARES RUSSELL 2000    
    ISHARES RUSSELL MIDCAP GROWTH    
    ISHARES S&P INDEX    
    IVA INTERNATIONAL    
    JENSEN QUALITY GROWTH FUND    
    JP MORGAN STRATEGIC INCOME    
    LOOMIS SAYLES BOND CL I    
    NEUBERGER BERMAN CORE    
    OAKMARK SELECT FUND    
    PIMCO TOTAL RETURN FUND    
    SCHWAB RAFI 1500    
    T ROWE PRICE EUROPEAN    
    THIRD AVE VALUE SMALL CAP    
    VANGUARD BOND INDEX    
    WISDOMTREE EMERGING MKTS    
    ALLY BANK CD 69,775 70,128
    BANK OF BARODA .4% 100,020 100,012
    BANK OF BARODA .5% 65,020 65,053
    BARCLAYS BANK PL 2.05% 69,635 69,891
    STATE BK OF INDI .85% 70,014 70,239
    SYNCHRONY BANK 1.6% 69,810 69,225
    SYNCHRONY BANK 2.35% 69,635 69,639
    BRIDGEWAY OMNI SM CAP 569,727 524,438
    DFA COMMODITY 120,935 94,980
    DFA EMERGING MKTS CORE 219,957 197,721
    DFA INTERNATIONAL CORE EQUITY 133,278 116,497
    DFA INTERNATIONAL REAL ESTATE 50,818 47,114
    DFA INTERNATIONAL SMALL CAP 272,870 231,928
    DFA INTERNATIONAL VALUE III 259,608 222,768
    DFA LARGE CAP VALUE III 191,149 184,230
    DFA REAL ESTATE 73,172 79,873
    DFA US CORE EQUITY 2 589,156 592,147

    TY 2014 LegalFeesSchedule
    Name:
    SEWELL FAMILY FOUNDATION
    EIN: 41-1861892
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 5,500      


    TY 2014 OtherAssetsSchedule
    Name:
    SEWELL FAMILY FOUNDATION
    EIN: 41-1861892
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PROGRAM RELATED INVESTMENT 125,000    


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    SEWELL FAMILY FOUNDATION
    EIN: 41-1861892
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 25,396 12,698   12,698


    TY 2014 TaxesSchedule
    Name:
    SEWELL FAMILY FOUNDATION
    EIN: 41-1861892
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL AND FOREIGN 4,435 4,435