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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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)

(216) 932-3051
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$6,869,251J 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... 96,525 96,525  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 49,449
b Gross sales price for all assets on line 6a 900,134
7 Capital gain net income (from Part IV, line 2)... 49,449
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........ 145,974 145,974  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,301 195   1,106
b Accounting fees (attach schedule)....... Click to see attachment 1,975 296   1,679
c Other professional fees (attach schedule).... Click to see attachment 29,052 29,052   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,575 1,575   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 2,793 0   2,793
21 Travel, conferences, and meetings....... 600 0   600
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,216 303   1,913
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 45,512 31,421   8,091
25 Contributions, gifts, grants paid....... 310,000 310,000
26 Total expenses and disbursements. Add lines 24 and 25 355,512 31,421   318,091
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -209,538
b Net investment income (if negative, enter -0-) 114,553
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 9,468 5,347 5,347
2 Savings and temporary cash investments......... 341,111 206,872 206,872
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) 228,918 Click to see attachment151,692 156,729
b Investments—corporate stock (attach schedule)....... 2,412,820 Click to see attachment2,461,473 5,561,033
c Investments—corporate bonds (attach schedule)....... 940,170 Click to see attachment898,030 939,270
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) 3,932,487 3,723,414 6,869,251
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 1,975 1,975
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 1,975 1,975
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 3,930,512 3,721,439
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,930,512 3,721,439
30 Total liabilities and net assets/fund balances (see instructions). 3,932,487 3,723,414
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,930,512
2
Enter amount from Part I, line 27a .....................
2
-209,538
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
465
4
Add lines 1, 2, and 3 ..........................
4
3,721,439
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,721,439
Form 990-PF (2020)
Form 990-PF (2020)
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 EBAY INC P 2019-04-02 2020-02-05
b ARISTA NETWORKS INC COM P 2018-09-21 2020-08-11
c ARISTA NETWORKS INC COM P 2018-09-26 2020-08-11
d CHUBB LIMITED COM P 2016-01-19 2020-08-18
e INTEL CORP COM P 2019-04-25 2020-09-15
JABIL CIRCUIT INC P 2015-11-20 2020-08-06
JPMORGAN CHASE & CO P 2016-05-05 2020-08-18
LEIDOS HOLDINGS INC P 2014-12-04 2020-09-02
LINCOLN ELECTRIC HOLDINGS P 2018-02-20 2020-04-28
NIKE INC CLASS B COM P 2012-08-27 2020-08-04
SCHWAB CHARLES CORP COM P 2018-07-06 2020-08-04
SONOCO PRODS CO P 2018-09-26 2020-02-28
TRINITY INDS INC P 2017-05-24 2020-03-09
US BANCORP P 2012-10-25 2020-07-29
US BANCORP P 2015-03-05 2020-07-29
WALKER CNTY GA DEV AUTH ECONOMIC DEV 04 P 2015-10-15 2020-08-03
FEDL NATL MTG ASSN POOL #AM8201 1.7% P 2015-02-27 2020-01-25
FEDL NATL MTG ASSN POOL #AM8201 1.7% P 2015-02-27 2020-02-25
FEDL NATL MTG ASSN POOL #AM8201 1.7% P 2015-02-27 2020-03-25
FEDL NATL MTG ASSN POOL #AM8201 1.7% P 2015-02-27 2020-03-25
APPLE INC COM P 2013-08-02 2020-02-13
CHUBB LIMITED COM P 2016-01-19 2020-08-19
INVESCO EXCH TRD SLFIDX FD P 2017-05-09 2020-08-27
JPMORGAN CHASE & CO P 2016-07-19 2020-07-29
JPMORGAN CHASE & CO P 2017-05-22 2020-07-29
LINCOLN ELECTRIC HOLDINGS P 2016-12-13 2020-04-28
US BANCORP P 2015-03-05 2020-07-29
VANGUARD REAL ESTATE ETF P 2013-09-24 2020-09-01
WALT DISNEY CO P 2019-03-20 2020-09-01
FIDELITY - CAPITAL GAIN DISTRIBUTION P 2011-01-01 2020-12-31
(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 33,637   34,093 -456
b 11,182   13,545 -2,363
c 33,545   40,051 -6,506
d 56,628   50,070 6,558
e 12,561   14,412 -1,851
76,363   75,385 978
87,490   54,936 32,554
50,000   48,280 1,720
13,886   15,513 -1,627
26,707   6,642 20,065
23,678   35,523 -11,845
48,354   56,545 -8,191
70,709   75,973 -5,264
23,255   21,135 2,120
9,967   12,037 -2,070
75,000   76,564 -1,564
122   122 0
123   122 1
    20 -20
72,191   71,898 293
16,280   3,280 13,000
18,714   16,653 2,061
49,879   50,270 -391
19,612   12,781 6,831
10,786   9,334 1,452
16,324   15,932 392
12,906   15,585 -2,679
6,536   4,830 1,706
23,293   19,154 4,139
406     406
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       -456
b       -2,363
c       -6,506
d       6,558
e       -1,851
      978
      32,554
      1,720
      -1,627
      20,065
      -11,845
      -8,191
      -5,264
      2,120
      -2,070
      -1,564
      0
      1
      -20
      293
      13,000
      2,061
      -391
      6,831
      1,452
      392
      -2,679
      1,706
      4,139
      406
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 49,449
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  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,592
c All other domestic foundations enter 1.39% 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 1,592
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 1,592
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 8,737
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,737
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 7,145
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet7,145 RefundedBullet 11 0
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 the instructions
for the 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    193 SHORE ROAD
    EDGECOMB,ME04556
    MARIANNE EPPIG TRUSTEE
    1.00     		0 0 0
    1205 HAWTHORN AVENUE
    BOULDER,CO80304
    DAVID T 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 (2020)
    Form 990-PF (2020)
    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.............bullet0
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    6,111,546
    b
    Average of monthly cash balances.......................
    1b
    27,028
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,138,574
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,138,574
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    92,079
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,046,495
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    302,325
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    302,325
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,592
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,592
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    300,733
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    300,733
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    300,733
    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
    318,091
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    318,091
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    318,091
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 300,733
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 36,977
    b From 2016...... 21,921
    c From 2017...... 27,570
    d From 2018...... 29,612
    e From 2019...... 21,655
    fTotal of lines 3a through e........ 137,735
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 318,091
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 300,733
    e Remaining amount distributed out of corpus 17,358
    5 Excess distributions carryover applied to 2020. 0 0
    (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 5 155,093
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		36,977
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		118,116
    10 Analysis of line 9:
    a Excess from 2016.... 21,921
    b Excess from 2017.... 27,570
    c Excess from 2018.... 29,612
    d Excess from 2019.... 21,655
    e Excess from 2020.... 17,358
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    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.
    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:
    990APP
    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 (2020)
    Form 990-PF (2020)
    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
    ALLIANCE FOR CLIMATE EDUCATION
    4676 BROADWAY STE A
    BOULDER,CO80304     		NONE PC CLIMATE CHANGE ADVOCACY IN OHIO 5,000
    ALLIANCE FOR GREAT LAKES
    640 ELLICOTT ST STE 439
    BUFFALO,NY14203     		NONE PC ENVIRONMENTAL 5,000
    ARLINGTON RECREATION AND PARK COMMITTEE INC-RED MOUNTAIN
    PO BOX 157
    ARLINGTON,VT05250     		NONE PC CONSERVATION 8,000
    BELLWETHER FARM
    4655 STATE ROUTE 60
    WAKEMAN,OH44889     		NONE PC OUTDOOR EDUCATION RETREAT 2,500
    BEYOND PESTICIDES OHIO
    2312 ALLISON ROAD
    CLEVELAND,OH44118     		NONE PC ENVIRONMENTAL/HEALTH 5,000
    BIRTHING BEAUTIFUL COMMUNITIES
    1464 EAST 105TH ST STE 202
    CLEVELAND,OH44106     		NONE PC HEALTH 5,000
    CENTER FOR MAINE CONTEMPORARY ART
    21 WINTER ST
    ROCKLAND,ME04841     		NONE PC ART 13,000
    CLEVELAND FOUNDATION
    1422 EUCLID AVE STE 1300
    CLEVELAND,OH44115     		NONE PC COVID RAPID RESONSE FUND 5,000
    CLEVELAND METROPARKS
    4101 FULTON PKWY
    CLEVELAND,OH44144     		NONE PC OUTDOOR EDUCATION 10,000
    CLEVELAND MUSEUM OF NATURAL HISTORY
    1 WADE OVAL DR
    CLEVELAND,OH44106     		NONE PC HEALTH 2,500
    COASTAL MAINE BOTANICAL GARDENS
    105 BOTANICAL GARDENS DR
    BOOTHBAY,ME04537     		NONE PC ENVIRONMENTAL EDUCATION 4,500
    COLLEGE NOW GREATER CLEVELAND
    1500 WEST 3RD ST STE 125
    CLEVELAND,OH44113     		NONE PC EDUCATION 5,000
    CONSERVANCY FOR CUYAHOGA NATIONAL PARK
    1403 W HINES HILL RD
    PENINSULA,OH44264     		NONE PC CONSERVATION 5,000
    DOWNTOWN CLEVELAND ALLIANCE
    1010 EUCLID AVE 3
    CLEVELAND,OH44115     		NONE PC SOCIAL SERVICES 2,500
    DRINK LOCAL DRINK TAP
    1455 WEST 29TH ST
    CLEVELAND,OH44115     		NONE PC HEALTH/EDUCATION 2,500
    FAMILY PROMISE
    3470 EAST 152ND ST
    CLEVELAND,OH44120     		NONE PC SOCIAL SERVICES 5,000
    FOOTPATH FOUNDATION
    10819 MAGNOLIA DR
    CLEVELAND,OH44106     		NONE PC OUTDOOR EDUCATION 2,500
    FRIENDS OF BREAKTHROUGH SCHOOLS
    3615 SUPERIOR AVE 3103A
    CLEVELAND,OH44114     		NONE PC EDUCATION 5,000
    HILDENE
    1005 HILDENE RD
    MANCHESTER,VT05254     		NONE PC RESTORATION 8,000
    HUNGER NETWORK OF GREATER CLEVELAND
    4415 EUCLID AVE STE 110
    CLEVELAND,OH44103     		NONE PC SOCIAL SERVICES 5,000
    LAKE ERIE NATURE AND SCIENCE MUSEUM
    28728 WOLF RD
    BAY VILLAGE,OH44140     		NONE PC ENVIRONMENTAL EDUCATION 5,000
    LAKE VIEW CEMETARY ASSOCIATION
    12316 EUCLID AVE
    CLEVELAND,OH44106     		NONE PC HORTICULTURE/RESTORATION 5,000
    LAND STUDIO
    1939 WEST 25TH 200
    CLEVELAND,OH44113     		NONE PC PLACEMAKING/ART 5,000
    LUTHERAN METROPOLITAN MINISTRY
    4515 SUPERIOR AVE
    CLEVELAND,OH44103     		NONE PC SOCIAL SERVICES 5,000
    MIDCOAST CONSERVANCY
    290 US-1
    EDGECOMB,ME04556     		NONE PC CONSERVATION 5,000
    MUSEUM OF CONTEMPORARY ART
    11400 EUCLID AVE
    CLEVELAND,OH44106     		NONE PC PLACEMAKING/ART 5,000
    NATURE CENTER OF SHAKER LAKES
    2600 S PARK BLVD
    CLEVELAND,OH44120     		NONE PC ENVIRONMENTAL EDUCATION 10,000
    NATURE CONSERVANCY OF VERMONT
    575 STONE CUTTERS WAY
    MONPELIER,VT05602     		NONE PC CONSERVATION 9,000
    OHIO ENVIRONMENTAL COUNCIL
    1145 CHESAPEAKE AVE STE I
    COLUMBUS,OH43212     		NONE PC CONSERVATION 10,000
    OHIO GOVERNOR'S IMAGINATION LIBRARY PROGRAM
    77 SOUTH HIGH ST
    COLUMBUS,OH43215     		NONE PC LITERACY 2,500
    OHIO STATE EXTENSION SERVICES
    2120 FYFFE RD
    COLUMBUS,OH43210     		NONE PC SOCIAL SERVICES HEALTH NUTRITION 2,500
    OLD BROOKLYN CDC
    4274 PEARL RD
    CLEVELAND,OH44109     		NONE PC SOCIAL DETERMINANTS OF HEALTH 5,000
    PHILANTHROPY OHIO
    500 S FRONT ST 900
    COLUMBUS,OH43215     		NONE PC EDUCATION ASSISTANCE COVID RESPONSE 10,000
    PRETERM
    12000 SHAKER BLVD
    CLEVELAND,OH44120     		NONE PC HEALTH 5,000
    RID-ALL FOUNDATION
    8129 OTTER AVE
    CLEVELAND,OH44104     		NONE PC ENVIRONMENTAL HEALTH NUTRITION 5,000
    SWETLAND CENTER FOR ENVIRONMENTAL HEALTH
    1101 CEDAR AVE 200
    CLEVELAND,OH44106     		NONE PC ENVIRONMENTAL HEALTH 15,000
    THE CLEVELAND INSTITUTE OF ART
    11610 EUCLID AVE
    CLEVELAND,OH44106     		NONE PC ARTS EDUCATION 10,000
    THE NATURE CONSERVANCY OF OHIO
    6375 RIVERSIDE DR STE 100
    COLUMBUS,OH43216     		NONE PC CONSERVATION 5,000
    TRUST FOR PUBLIC LAND
    1250 OLD RIVER RD 202
    CLEVELAND,OH44113     		NONE PC ENVIRONMENTAL 5,000
    UNIVERSITY CIRCLE INC
    10831 MAGNOLIA DR
    CLEVELAND,OH44106     		NONE PC SOCIAL SERVICES 5,000
    UNIVERSITY HOSPITAL ANGIE'S INSTITUTE
    2101 ADELBERT RD
    CLEVELAND,OH44106     		NONE PC ADOLESCENT CANCER CARE 5,000
    UNIVERSITY SETTLEMENT
    4800 BROADWAY AVE
    CLEVELAND,OH44127     		NONE PC SOCIAL SERVICES 5,000
    URBAN COMMUNITY SCHOOL
    4909 LORAIN RD
    CLEVELAND,OH44102     		NONE PC ENVIRONMENTAL EDUCATION 5,000
    WESTERN RESERVE LAND CONSERVANCY
    3850 CHAGRIN RIVER RD
    MORELAND HILLS,OH44022     		NONE PC CONSERVATION/PARKS 60,000
    Total .................................bullet 3a 310,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 93,430 3,095
    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 49,449  
    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).. 0 142,879 3,095
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    145,974
    (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.)
    4 INTEREST FROM STATE BONDS EXCLUDED FROM INCOME SECTION 103
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE SEARS SWETLAND FAMILY FOUNDATION
    EIN:
    34-6522143
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      1,975 296   1,679

    TY 2020 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 25,010 25,440
    AUTODESK 50,437 57,284
    GENERAL ELECTRIC 48,414 52,989
    HORACE MANN EDUCATORS 25,922 27,373
    CAPITAL IMPACT PARTNERS 50,010 50,880
    EXPRESS SCRIPTS HLDG 52,159 58,770
    PRECISION CASTPARTS 48,607 55,325
    INVESCO BULLET SHARES 2021 CORP BD 49,795 49,844
    INVESCO BULLET SHARES 2021 HY CORP BD 40,611 37,237
    INVESCO BULLET SHARES 2022 CORP BD 117,734 119,625
    INVESCO BULLET SHARES 2023 CORP BD 102,210 105,120
    INVESCO BULLET SHARES 2024 CORP BD 49,469 53,736
    EXPRESS SCRIPTS HLDG 52,159 58,770
    APPLE INC 2.45% 8/4/2026 54,444 55,079
    APPLE INC 2.9% 9/12/2027 56,034 56,364
    FEDERAL FARM CR BKS 1.24% 3/10/2023 75,015 75,434

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE SEARS SWETLAND FAMILY FOUNDATION
    EIN:
    34-6522143
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPHABET CLASS C 15,982 105,113
    ALPHABET CLASS A 16,076 105,158
    ANSYS 42,882 181,900
    TELUS 96,091 120,260
    BLACKROCK 89,409 216,462
    AMERICAN TOWER 79,613 168,345
    HONEYWELL 55,363 74,445
    CHURCH DWIGHT 26,759 47,977
    LANCASTER COLONY 9,566 18,373
    CSX 18,291 68,063
    MASTERCARD 50,820 276,629
    MCCORMICK 20,989 38,376
    NEOGEN 23,045 158,600
    NIKE 41,635 187,448
    NORTHRUP GRUMAN 24,612 121,888
    FACEBOOK 58,601 136,580
    ROCKWELL AUTOMATION 92,422 125,405
    RESMED 30,648 255,072
    SHERWIN WILLIAMS 151,219 404,201
    TJX 10,144 75,119
    ZOETIS 36,472 190,325
    EATON 4,609 7,208
    APPLE 14,385 66,345
    MASTERCARD 10,937 60,680
    SUNOCO PRODUCTS 31,090 32,588
    LOWES 109,968 224,714
    METTLER TOLEDO 28,746 104,851
    MICROSOFT 14,258 24,466
    NIKE 6,609 28,294
    PAYPAL 17,007 117,100
    SHERWIN WILLIAMS 15,124 40,420
    PROCTER GAMBLE 109,360 173,229
    ZOETIS 16,616 71,993
    AMERICAN TOWER 7,819 24,691
    NORTHRUP GRUMAN 17,349 22,854
    JOHNSON & JOHNSON 14,273 20,459
    LOWES 23,960 48,956
    PROCTER GAMBLE 42,855 66,092
    APPLE 11,976 30,784
    LOCKHEED MARTIN 106,624 97,620
    NEXTERA ENERGY INC 88,606 115,725
    ALTERYX INC 26,840 30,448
    ZEBRA TECHNOLGIES 30,852 57,650
    INVESCO SOLAR ETF 34,136 113,036
    COMCAST CORP CL A 32,524 41,920
    COSTCO WHOLESALE CORP 59,689 75,356
    ECOLAB INC 9,291 21,684
    JOHNSON & JOHNSON 18,386 27,542
    MICROSOFT 10,146 66,726
    ALTERYX INC 21,637 24,358
    ZEBRA TECHNOLGIES 20,557 38,433
    INVESCO SOLAR ETF 26,410 87,346
    DANONE 13,591 13,156
    OKTA 14,894 25,426
    PROGRESSIVE CORP 31,913 34,608
    UNION PAC CORP 21,355 21,863
    ENCORE CAP GROUP 9,514 7,790
    DANONE 13,596 13,156
    TAIWAN SEMICONDUCTOR 13,315 17,518
    ABBOTT LABS 56,802 54,745
    MARSH & MCLENNAN COS 57,533 58,500
    OKTA 14,897 25,426
    PROGRESSIVE CORP 16,261 19,776
    QUALCOMM INC 7,825 15,234
    REPUBLIC SVCS 8,033 9,673
    UNION PAC CORP 30,512 31,233
    WAL-MART STORES 116,306 122,987
    ENCORE CAP GROUP 61,848 50,635

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE SEARS SWETLAND FAMILY FOUNDATION
    EIN:
    34-6522143
    US Government Securities - End of Year Book Value:

    151,692
    US Government Securities - End of Year Fair Market Value:

    156,729
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 LegalFeesSchedule
    Name:
    THE SEARS SWETLAND FAMILY FOUNDATION
    EIN:
    34-6522143
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      1,301 195   1,106


    TY 2020 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
    BANK CHARGES 51 8   43
    LICENSES AND PERMITS 90 14   76
    MEMBERSHIPS 1,875 281   1,594
    OHIO FILING FEES 200 0   200


    TY 2020 OtherIncreasesSchedule
    Name:
    THE SEARS SWETLAND FAMILY FOUNDATION
    EIN:
    34-6522143
    Description Amount
    BASIS AND RETURN CAPITAL 465


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE SEARS SWETLAND FAMILY FOUNDATION
    EIN:
    34-6522143
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 29,052 29,052   0


    TY 2020 TaxesSchedule
    Name:
    THE SEARS SWETLAND FAMILY FOUNDATION
    EIN:
    34-6522143
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 6,000 0   0
    FOREIGN TAX 1,575 1,575   0