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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE SEARS SWETLAND FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)13003 LAKESHORE BLVD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BRATENAHL, OH44108
A Employer identification number

34-6522143
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,080,773J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 105,227 105,227  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 275,340
b Gross sales price for all assets on line 6a 1,226,349
7 Capital gain net income (from Part IV, line 2)... 275,340
8 Net short-term capital gain......... 26,681
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........ 380,567 380,567 26,681
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 11,864 1,780   10,084
b Accounting fees (attach schedule)....... Click to see attachment 1,925 289   1,636
c Other professional fees (attach schedule).... Click to see attachment 30,194 30,194    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 13,842 1,202    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 3,434     3,434
21 Travel, conferences, and meetings....... 2,028     2,028
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,174 596   3,578
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 67,461 34,061   20,760
25 Contributions, gifts, grants paid....... 272,500 272,500
26 Total expenses and disbursements. Add lines 24 and 25 339,961 34,061   293,260
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 40,606
b Net investment income (if negative, enter -0-) 346,506
c Adjusted net income (if negative, enter -0-)... 26,681
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 16,542 4,782 4,782
2 Savings and temporary cash investments......... 349,148 218,198 218,198
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   50,000 Click to see attachment0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 251,701 Click to see attachment229,680 230,895
b Investments—corporate stock (attach schedule)....... 2,416,295 Click to see attachment2,470,733 3,602,041
c Investments—corporate bonds (attach schedule)....... 903,391 Click to see attachment1,056,085 1,024,857
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,987,077 3,979,478 5,080,773
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 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 3,987,077 3,979,478
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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    
30 Total net assets or fund balances (see instructions)..... 3,987,077 3,979,478
31 Total liabilities and net assets/fund balances (see instructions). 3,987,077 3,979,478
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
3,987,077
2
Enter amount from Part I, line 27a .....................
2
40,606
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,795
4
Add lines 1, 2, and 3 ..........................
4
4,029,478
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
50,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,979,478
Form 990-PF (2018)
Form 990-PF (2018)
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 AT AND T P 2010-12-23 2018-02-20
b EBAY P 2015-03-19 2018-09-21
c ECOLAB P 2006-08-03 2018-02-20
d FIFTH THIRD BANK P 2010-01-26 2018-06-01
e FNMA P 2015-02-27 2018-11-25
FNMA P 2015-02-27 2018-09-25
FNMA P 2015-02-27 2018-08-25
FNMA P 2015-02-27 2018-07-25
FNMA P 2015-02-27 2018-06-25
FNMA P 2015-02-27 2018-05-25
FNMA P 2015-02-27 2018-04-25
FNMA P 2015-02-27 2018-10-25
GARRETT MOTION P 2018-08-31 2018-11-07
GARRETT MOTION P 2018-09-26 2018-11-07
GE P 2017-02-24 2018-12-04
GENTEX P 2014-12-31 2018-02-20
GENTEX P 2015-03-05 2018-02-20
IBM P 2017-01-04 2018-02-20
JOHNSON AND JOHNSON P 2016-04-12 2018-02-20
LAURENTAIN ENERGY P 2015-12-02 2018-08-01
MIDDLEBY P 2015-02-06 2018-05-24
NORTHROP GRUMMAN P 2004-02-27 2018-08-28
PROSPECT CAPITAL P 2015-10-30 2018-03-15
RESIDEO TECHNOLOGY P 2018-08-31 2018-11-07
RESIDEO TECHNOLOGY P 2018-08-31 2018-10-31
RESIDEO TECHNOLGY P 2018-09-26 2018-10-31
RESIDEO TECHNOLOGY P 2018-09-26 2018-11-07
STARBUCKS P 2014-12-31 2018-02-20
STARBUCKS P 2015-03-05 2018-02-20
THOR INDUSTRIES P 2017-03-08 2018-02-20
TJX P 2009-12-18 2018-02-20
VANGUARD REIT P 2012-08-27 2018-02-20
VANGUARD REIT P 2013-09-24 2018-02-20
VANGUARD REIT P 2014-12-31 2018-02-20
VANGUARD REIT P 2014-12-31 2018-07-06
WABTEC P 2013-06-19 2018-05-22
WABTEC P 2014-12-31 2018-05-22
WABTEC P 2018-02-20 2018-05-22
ALPHABET P 2013-07-18 2018-02-20
ALPHABET P 2013-08-02 2018-02-20
ALPHABET P 2013-07-18 2018-02-20
ALPHABET P 2013-08-02 2018-02-20
ALPHABET P 2016-07-19 2018-02-20
ANSYS P 2015-08-05 2018-02-20
ARES CAPITAL P 2013-07-19 2018-05-09
ARES CAPITAL P 2017-08-11 2018-05-09
D R HORTON P 2018-02-20 2018-11-21
LOWES P 2017-05-22 2018-06-06
LOWES P 2017-06-07 2018-06-06
MIDDLEBY P 2013-07-18 2018-05-24
MIDDLEBY P 2015-02-06 2018-05-24
NEOGEN P 2013-08-08 2018-06-06
NEOGEN P 2013-08-08 2018-01-05
PAYPAL P 2015-03-19 2018-02-20
PAYPAL HOLDINGS P 2015-12-01 2018-02-20
PAYPAL HOLDINGS P 2015-12-01 2018-06-06
SCOTTS MIRACLE P 2017-08-11 2018-02-20
J M SMUCKER P 2017-08-22 2018-08-28
THOR INDUSTRIES P 2017-03-08 2018-02-20
WABTEC P 2013-07-18 2018-05-22
FIDELITY CG P 2011-01-01 2018-12-31
FNMA P 2015-02-27 2018-12-25
(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 55,501   44,009 11,492
b 17,045   12,006 5,039
c 66,490   21,775 44,715
d 50,000   50,000  
e 117   117  
117   116 1
116   116  
123   122 1
116   115 1
122   122  
115   115  
124   123 1
68   86 -18
407   535 -128
15,445   25,146 -9,701
13,950   11,078 2,872
9,300   7,049 2,251
23,251   25,224 -1,973
15,769   13,175 2,594
48,411   46,401 2,010
52,024   49,441 2,583
29,998   4,608 25,390
50,000   50,195 -195
192   229 -37
1   1  
6   8 -2
1,152   1,426 -274
22,550   16,556 5,994
33,825   28,170 5,655
63,424   51,081 12,343
46,353   11,067 35,286
33,925   27,487 6,438
35,809   29,781 6,028
5,654   5,941 -287
76,843   73,275 3,568
19,506   10,868 8,638
19,506   17,592 1,914
73,147   60,707 12,440
11,132   4,580 6,552
11,132   4,527 6,605
11,097   4,553 6,544
11,097   4,500 6,597
22,194   14,683 7,511
16,893   9,401 7,492
12,286   13,186 -900
11,467   11,222 245
24,845   31,601 -6,756
10,319   8,836 1,483
9,336   7,463 1,873
6,242   3,760 2,482
9,362   8,906 456
4,092   1,516 2,576
20   10 10
15,610   6,806 8,804
31,220   13,870 17,350
19,157   7,802 11,355
9,147   9,555 -408
39,071   44,852 -5,781
38,053   30,650 7,403
21,940   12,743 9,197
10     10
125   124 1
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        
b        
c        
d        
e        
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 275,340
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 26,681
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))
2017 270,826 5,033,435 0.053805
2016 255,318 4,742,427 0.053837
2015 276,200 5,113,415 0.054015
2014 239,391 4,630,977 0.051693
2013 311,657 4,012,953 0.077663
2
Total of line 1, column (d) .....................
2
0.291013
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.058203
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
5,411,564
5
Multiply line 4 by line 3......................
5
314,969
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,465
7
Add lines 5 and 6........................
7
318,434
8
Enter qualifying distributions from Part XII, line 4,.............
8
293,260
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 6,930
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 0
3 Add lines 1 and 2........................... 3 6,930
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,930
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 8,500
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 8,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,570
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,570 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)
    bulletOH
    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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbullet  
    14
    The books are in care ofbulletRUTH SWETLAND EPPIG Telephone no.bullet (216) 932-2745

    Located atbullet13003 LAKESHORE BLVDBRATENAHLOH ZIP+4bullet44108
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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
     
     
    ........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 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    RUTH SWETLAND EPPIG TRUSTEE
    5.00     		0 0 0
    13003 LAKESHORE BLVD
    BRATENAHL,OH44108
    LYDIA HARRINGTON TRUSTEE
    3.00     		0 0 0
    250 COLLEGE STREET
    HUDSON,OH44236
    DAVID S SWETLAND TRUSTEE
    1.00     		0 0 0
    8598 SW 63RD AVENUE
    MIAMI,FL33143
    MARAINNE EPPIG TRUSTEE
    1.00     		0 0 0
    2003 MESA DRIVE APT 4
    BOULDER,CO80304
    DAVID EPPIG SECRETARY
    1.00     		0 0 0
    689 W EUCLID ST
    DETROIT,MI48202
    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 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............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  
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    5,471,045
    b
    Average of monthly cash balances.......................
    1b
    22,929
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,493,974
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,493,974
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    82,410
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,411,564
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    270,578
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    270,578
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    6,930
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,930
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    263,648
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    263,648
    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
    263,648
    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
    293,260
    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
    293,260
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    293,260
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 263,648
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 115,555
    b From 2014...... 20,994
    c From 2015...... 36,977
    d From 2016...... 21,921
    e From 2017...... 27,570
    fTotal of lines 3a through e........ 223,017
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 293,260
    a Applied to 2017, 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 2018 distributable amount..... 263,648
    e Remaining amount distributed out of corpus 29,612
    5 Excess distributions carryover applied to 2018.    
    (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 5 252,629
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		115,555
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		137,074
    10 Analysis of line 9:
    a Excess from 2014.... 20,994
    b Excess from 2015.... 36,977
    c Excess from 2016.... 21,921
    d Excess from 2017.... 27,570
    e Excess from 2018.... 29,612
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    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:
    CONTACT SEARS SWETLAND
    13003 LAKESHORE BLVD
    BRATENAHL,OH44108
    (216) 932-2745
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    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 (2018)
    Form 990-PF (2018)
    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
    HOLDEN ARBORETUM
    9500 SPERRY ROAD
    WILLOUGHBY,OH44094     		NONE PC CONSERVATION 15,000
    CASE WESTERN SCHOOL OF MEDICINE
    10900 EUCLID AVENUE
    CLEVELAND,OH44106     		NONE PC EDUCATION 70,000
    CLEVELAND MUSEUM OF ART
    11150 EAST BLVD
    CLEVELAND,OH44106     		NONE PC ARTS 12,500
    WESTERN RESERVE LAND CONSERVANCY
    PO BOX 314
    NOVELTY,OH44072     		NONE PC RESTORATION 10,000
    CONSERVANCY FOR CVNP
    1403 W HINES
    PENINSULA,OH44264     		NONE PC CONSERVATION 5,000
    FRIENDS OF BREAKTHROUGH SCHOOLS
    3615 SUPERIOR AVE
    CLEVELAND,OH44114     		NONE PC EDUCATION 2,000
    BEYOND PESTICIDES OHIO
    2312 ALLISON ROAD
    CLEVELAND,OH44118     		NONE PC ENVIROMENTAL 5,000
    DOWNTOWN CLEVELAND ALLIANCE
    1010 EUCLID AVENUE
    CLEVELAND,OH44115     		NONE PC SOCIAL SERVICES 2,000
    URBAN COMMUNITY SCHOOL
    4909 LORAIN ROAD
    CLEVELAND,OH44102     		NONE PC EDUCATION 2,500
    UNIVERSITY CIRCLE INC
    10831 MAGNOLIA
    CLEVELAND,OH44106     		NONE PC RESTORATION 5,000
    NATURE CENTER AT SHAKER LAKES
    2600 S PARK ROAD
    CLEVELAND,OH44120     		NONE PC ENVIRONMENTAL 3,000
    CENTER FOR MAINE CONTEMPORARY ART
    21 WINTER ST
    ROCKLAND,ME04841     		NONE PC ART 5,000
    THE BENNINGTON MUSEUM
    75 MAIN STREET
    BENNINGTON,VT05201     		NONE PC ART 10,000
    LAND STUDIO
    1939 WEST 25TH
    CLEVELAND,OH44113     		NONE PC ARTS 2,500
    FAMICOS FOUNDATION
    1325 ANSEL ROAD
    CLEVELAND,OH44106     		NONE PC EDUCATION 2,500
    MUSEUM CONTEMPORARY ART
    11400 EUCLID AVENUE
    CLEVELAND,OH44106     		NONE PC ARTS 5,000
    ALLIANCE FOR GREAT LAKES
    640 ELLICOTT ST
    BUFFALO,NY14203     		NONE PC CONSERVATION 2,500
    CLEVELAND METROPARKS
    4101 FULTON
    CLEVELAND,OH44144     		NONE PC CONSERVATION 2,500
    MONTESSORI DEVELOPMENT PARTNERSHIP
    10916 MAGNOLIA
    CLEVELAND,OH44106     		NONE PC EDUCATION 7,500
    THE NATURE CONSERVANCY VERMONT
    4245 NORTH FAIRFAX
    ARLINGTON,VA22203     		NONE PC CONSERVATION 7,000
    COLLEGE NOW GREATER CLEVELAND
    50 PUBLIC SQUARE
    CLEVELAND,OH44113     		NONE PC EDUCATION 2,500
    VERMONT LAND TRUST
    8 BAILEY AVENUE
    MONTPELIER,VT05602     		NONE PC CONSERVATION 3,000
    LAKE ERIE NATURE CENTER
    28728 WOLF ROAD
    BAY VILLAGE,OH44140     		NONE PC CONSERVATION 2,500
    FAMILY PROMISE
    71 SUMMIT AVENUE
    SUMMIT,NJ07901     		NONE PC SOCIAL SERVICES 2,000
    HILDENE
    1005 HILDENE ROAD
    MANCHESTER,VT05254     		NONE PC RESTORATION 5,000
    MIDCOAST CONSERVANCY
    36 WATER STREET
    WISCASSET,ME04578     		NONE PC CONSERVATION 5,000
    REFUGEE RESPONSE
    4115 BRIDGE AVENUE
    CLEVELAND,OH44113     		NONE PC SOCIAL SERVICES 2,000
    SALVATION ARMY
    5005 EUCLID AVENUE
    CLEVELAND,OH44103     		NONE PC SOCIAL SERVICES 5,000
    ANGIE INSTITUTE
    2101 ADELBERT ROAD
    CLEVELAND,OH44106     		NONE PC HEALTH 5,000
    RAILS TO TRAILS
    2121 WARD COURT
    WASHINGTON,DC20037     		NONE PC CONSERVATION 2,500
    ENVIRONMENTAL HEALTH WATCH
    4115 BRIDGE AVENUE
    CLEVELAND,OH44114     		NONE PC CONSERVATION 2,500
    SCRANTON ROAD MINISTRIES
    3095 SCRANTON ROAD
    CLEVELAND,OH44113     		NONE PC EDUCATION 2,000
    OHIO ENVIRONMENTAL COUNCIL
    1145 CHESAPEAKE AVE
    COLUMBUS,OH43212     		NONE PC CONSERVATION 5,000
    CENTER FOR MAINE COMTEMPORARY ART
    21 WINTER STREET
    ROCKLAND,ME04841     		NONE PC ARTS 15,000
    GREAT LAKES BIOMIMICRY
    22800 CEDAR POINT
    BROOKPARK,OH44142     		NONE PC ENVIROMENTAL 5,000
    RED OAK CAMP
    9057 KIRTLAND CHARDON ROAD
    WILLOUGHBY,OH44094     		NONE PC EDUCATION 2,500
    OHIO STATE EXTENSION SERVICES
    2120 FYFFE ROAD
    COLUMBUS,OH43210     		NONE PC SOCIAL SERVICES 2,500
    METRO CATHOLIC SCHOOL
    1910 W 54TH
    CLEVELAND,OH44102     		NONE PC EDUCATION 2,500
    LAKEVIEW CEMETARY
    12316 EUCLID AVENUE
    CLEVELAND,OH44106     		NONE PC RESTORATION 2,500
    FUND OUR ECONOMIC FUTURE
    4415 EUCLID AVENUE
    CLEVELAND,OH44103     		NONE PC SOCIAL SERVICES 2,500
    BOYS AND GIRLS CLUB
    6114 BROADWAY AVENUE
    CLEVELAND,OH44127     		NONE PC EDUCATION 2,500
    THE NATURE CONSERVANCY OF OHIO
    6375 RIVERSIDE
    COLUMBUS,OH43216     		NONE PC CONSERVATION 5,000
    IDEASTREAM
    1375 EUCLID AVENUE
    CLEVELAND,OH44114     		NONE PC ARTS 2,500
    WESTERN RESERVE HISTORICAL SOCIETY
    10825 EAST BLVD
    CLEVELAND,OH44106     		NONE PC EDUCATION 7,000
    CLEVELAND MUSEUM NATURAL HISTORY
    1 WADE OVAL
    CLEVELAND,OH44106     		NONE PC EDUCATION 2,500
    Total .................................bullet 3a 272,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ...........     		         
    4 Dividends and interest from securities....     14 102,443 2,784
    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 ............     		    18 302,021  
    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)..   404,464 2,784
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    407,248
    (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.)
    04 INTEREST FROM STATE BONDS EXCLUDED FROM INCOME SECTION 103
    Form 990-PF (2018)
    Form 990-PF (2018)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE SEARS SWETLAND FAMILY FOUNDATION
    EIN:
    34-6522143
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,925 289 0 1,636

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE SEARS SWETLAND FAMILY FOUNDATION
    EIN:
    34-6522143
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CAPITAL IMPACT PARTNERS 50,017 48,576
    CLAYMORE 2019 CORPORATE BOND 49,789 49,491
    FEDERAL NATL MORTGAGE 73,644 72,813
    PROSPECT CAPITAL 0 0
    FIFTH THIRD 0 0
    YUM BRANDS 75,541 76,463
    AUTODESK 50,607 50,625
    JABIL CIRCUIT 77,049 76,324
    CLAYMORE 2019 HIGH YIELD 39,094 34,869
    CAPITAL IMPACT PARTNERS 25,017 24,288
    GENERAL ELECTRIC 48,414 43,995
    HORACE MANN EDUCATORS 26,251 24,625
    LEICOS HOLDINGS 48,280 49,817
    TRINITY INDS INC 76,202 65,480
    GUGGENHEIM 2020 CORP BOND 50,270 49,515
    GUGGENHEIM 2021 CORP BOND 49,795 48,763
    GUGGENHEIM 2022 CORP BOND 74,030 72,135
    GUGGENHEIM 2023 CORP BOND 49,796 48,408
    GUGGENHEIM 2024 CORP BOND 49,469 47,928
    GUGGENHEIM 2021 HIGH YIELD 40,611 38,140
    FIRST NIAGARA 52,254 52,963
    SMUCKER JM 49,955 49,639

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE SEARS SWETLAND FAMILY FOUNDATION
    EIN:
    34-6522143
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BOEING 106,615 96,750
    VANGUARD REIT 5,007 5,966
    CHARLES SCHWAB 35,523 29,071
    AT AND T 0 0
    ALPHABET CLASS C 15,982 62,137
    ALPHABET CLASS A 16,076 62,698
    ANSYS 42,882 71,470
    TELUS 96,091 100,622
    BLACKROCK 89,409 117,846
    AMERICAN TOWER 79,613 118,643
    CHUBB 50,070 58,260
    HONEYWELL 55,363 46,242
    EBAY 0 0
    ECOLAB 9,291 14,735
    CHURCH DWIGHT 26,759 36,168
    GENTEX 0 0
    LINCOLN ELECTRIC 86,692 74,908
    LANCASTER COLONY 9,566 17,686
    CSX 18,291 46,598
    MASTERCARD 50,820 146,204
    MCCORMICK 20,989 27,848
    MIDDLEBY 0 0
    NEOGEN 23,045 114,000
    NIKE 48,277 118,976
    NORTHRUP GRUMMAN 24,612 97,960
    FACEBOOK 58,601 65,545
    NUANCE COMMUNICATIONS 45,624 39,690
    ROCKWELL AUTOMATION 92,422 75,240
    PAYPAL 6,068 14,716
    RPM 33,642 88,170
    RESMED 30,648 136,644
    GOOGLE 0 0
    SHERWIN WILLIAMS 151,219 216,403
    STARBUCKS 0 0
    JOHNSON AND JOHNSON 14,273 16,777
    STRYKER 25,502 62,700
    TJX 10,144 49,214
    SUNOCO PRODUCTS 56,545 53,130
    US BANCORP 33,172 41,130
    WABTEC 0 0
    ZOETIS 36,472 98,371
    ARISTA NETWORKS 53,596 42,140
    IBM 0 0
    NATIONAL BEVERAGE 76,292 48,445
    EATON 4,937 4,120
    HENRY JACK 24,370 25,304
    LINCOLN ELECTRIC 15,932 15,770
    ALPHABET CLASS C 0 0
    RPM 10,488 17,634
    ANSYS 0 0
    APPLE 17,665 27,605
    ARES CAPITAL 0 0
    THOR INDS INC 0 0
    NATIONAL BEVERAGE 57,342 35,885
    CSX 22,904 51,257
    CHUBB 16,653 19,377
    ECOLAB 0 0
    MASTERCARD 10,937 32,071
    JP MORGAN 22,115 30,262
    SUNOCO PRODUCTS 42,396 39,848
    LOWES 109,968 129,304
    METTLER TOLEDO 31,246 56,558
    MICROSOFT 10,146 30,471
    MIDDLEBY 0 0
    NEOGEN 0 0
    NIKE 13,093 29,744
    PAYPAL 17,007 42,045
    RPM 0 0
    SHERWIN WILLIAMS 15,124 21,640
    PROCTOR GAMBLE 109,360 114,440
    US BANCORP 15,585 15,995
    WABTEC 0 0
    ZOETIS 16,616 37,210
    AMERICAN TOWER 11,373 25,310
    LINCOLN ELECTRIC 0 0
    NORTHROP GRUMMAN 17,349 18,368
    BLACKROCK 26,961 26,712
    JPMORGAN CHASE 54,936 86,882
    JOHNSON AND JOHNSON 18,636 22,584
    BOEING 11,737 16,125
    CHARLES SCHWAB 19,436 20,765
    GOOGLE 0 0
    LOWES 23,960 28,170
    PROCTOR GAMBLE 42,855 43,662
    VANGUARD REIT 0 0
    JM SMUCKER 0 0
    SCOTTS MIRACLE GRO 0 0
    THOR INDS INC 0 0
    SDPS FINANCIAL 24,413 23,820

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    THE SEARS SWETLAND FAMILY FOUNDATION
    EIN:
    34-6522143
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

     
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 LegalFeesSchedule
    Name:
    THE SEARS SWETLAND FAMILY FOUNDATION
    EIN:
    34-6522143
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 11,864 1,780 0 10,084


    TY 2018 OtherDecreasesSchedule
    Name:
    THE SEARS SWETLAND FAMILY FOUNDATION
    EIN:
    34-6522143
    Description Amount
    WESTERN RESERVE LAND CONSERVANCY 50,000


    TY 2018 OtherExpensesSchedule
    Name:
    THE SEARS SWETLAND FAMILY FOUNDATION
    EIN:
    34-6522143
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OHIO FILING FEES 200 0 0 200
    MEMBERSHIPS 3,938 591 0 3,347
    BANK SERVICE CHARGES 36 5 0 31


    TY 2018 OtherIncreasesSchedule
    Name:
    THE SEARS SWETLAND FAMILY FOUNDATION
    EIN:
    34-6522143
    Description Amount
    BASIS AND RETURN CAPITAL 1,795


    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 OtherNotesLoansRcvblLongSch
    Name:
    THE SEARS SWETLAND FAMILY FOUNDATION
    EIN:
    34-6522143

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    WESTERN RESERVE CONSERVANCY NONE 50,000 50,000 2017-09 2018-12 DEMAND 500 % NONE LAND PURCHASE   0

    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE SEARS SWETLAND FAMILY FOUNDATION
    EIN:
    34-6522143
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 30,194 30,194 0 0


    TY 2018 TaxesSchedule
    Name:
    THE SEARS SWETLAND FAMILY FOUNDATION
    EIN:
    34-6522143
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 1,202 1,202 0 0
    FEDERAL EXCISE TAX 12,640 0 0 0