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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
Harry & Jan Sweere Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 1319
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Lakeville, MN55044
A Employer identification number

30-6538381
B Telephone number (see instructions)

(952) 221-4075
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$78,780,881J 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 8 8  
4 Dividends and interest from securities... 1,373,447 1,373,447  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,123,139
b Gross sales price for all assets on line 6a 9,532,034
7 Capital gain net income (from Part IV, line 2)... 3,123,139
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)....... Click to see attachment 475,905 496,180  
12 Total. Add lines 1 through 11........ 4,972,499 4,992,774  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 80,000 8,000   72,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 20,000 2,000   18,000
16a Legal fees (attach schedule)......... Click to see attachment 7,207 3,375   3,831
b Accounting fees (attach schedule)....... Click to see attachment 60,413 0   60,413
c Other professional fees (attach schedule).... Click to see attachment 302,421 302,421   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 85,561 29,947   0
19 Depreciation (attach schedule) and depletion... 280 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,367 0   4,367
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 171,273 168,138   3,068
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 731,522 513,881   161,679
25 Contributions, gifts, grants paid....... 5,517,317 5,517,317
26 Total expenses and disbursements. Add lines 24 and 25 6,248,839 513,881   5,678,996
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,276,340
b Net investment income (if negative, enter -0-) 4,478,893
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 13,617 5,115 5,115
3 Accounts receivable bullet389,005
Less: allowance for doubtful accounts bullet   290 389,005 389,005
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.......... 142,120 56,200 56,200
10a Investments—U.S. and state government obligations (attach schedule) 2,246,209 Click to see attachment1,906,397 1,906,397
b Investments—corporate stock (attach schedule)....... 30,675,843 Click to see attachment39,407,499 39,407,499
c Investments—corporate bonds (attach schedule)....... 15,820,449 Click to see attachment8,992,129 8,992,129
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 26,995,883 Click to see attachment28,022,290 28,022,290
14 Land, buildings, and equipment: basis bullet2,808
Less: accumulated depreciation (attach schedule) bullet562 2,527 Click to see attachment2,246 2,246
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 75,896,938 78,780,881 78,780,881
Liabilities 17 Accounts payable and accrued expenses.......... 1,396 9,248
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)......... 1,396 9,248
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........... 63,040,160 64,928,387
25 Net assets with donor restrictions............ 12,855,382 13,843,246
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)..... 75,895,542 78,771,633
30 Total liabilities and net assets/fund balances (see instructions). 75,896,938 78,780,881
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
75,895,542
2
Enter amount from Part I, line 27a .....................
2
-1,276,340
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,245,531
4
Add lines 1, 2, and 3 ..........................
4
78,864,733
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
93,100
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
78,771,633
Form 990-PF (2021)
Form 990-PF (2021)
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 Oxford Trust Company      
b Passthrough Realized Gain P    
c Capital Gains Dividends P    
d
e
(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 8,459,574   6,408,895 2,050,679
b 592,683     592,683
c 479,777     479,777
d
e
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       2,050,679
b       592,683
c       479,777
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 3,123,139
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 62,257
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 62,257
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 53,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 57,600
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 110,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 127
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 48,216
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet48,216 RefundedBullet 11 0
Part VI-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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletwww.sweerefoundation.org
    14
    The books are in care ofbulletPamela Sweere Telephone no.bullet (952) 221-4075

    Located atbulletPO Box 1319LakevilleMN ZIP+4bullet55044
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
    No
    c
    .........bullet
    d
    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? .................
    5d
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    Pamela Sweere President/Exec Dir/Treasurer/Secretary
    40.00     		80,000 20,000 0
    PO Box 1319
    Lakeville,MN55044
    Char Nelson Chairperson
    0.10     		0 0 0
    PO Box 1319
    Lakeville,MN55044
    James Sweere Vice Chair
    0.10     		0 0 0
    PO Box 1319
    Lakeville,MN55044
    Mark Sweere Director
    0.10     		0 0 0
    PO Box 1319
    Lakeville,MN55044
    Carol Hager Director
    0.10     		0 0 0
    PO Box 1319
    Lakeville,MN55044
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    Oxford Trust Company Investment Management 302,421
    225 South Sixth Street Ste 2600
    Minneapolis,MN55402
    Eide Bailly LLP Accounting Services 60,413
    800 Nicollet Mall Ste 1300
    Minneapolis,MN55402
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    53,594,484
    b
    Average of monthly cash balances.......................
    1b
    1,038,093
    c
    Fair market value of all other assets (see instructions)................
    1c
    20,377,599
    d
    Total (add lines 1a, b, and c).........................
    1d
    75,010,176
    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
    75,010,176
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,125,153
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    73,885,023
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,694,251
    Part X
    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 IX, line 6..................
    1
    3,694,251
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    62,257
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    1,717
    c
    Add lines 2a and 2b............................
    2c
    63,974
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,630,277
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,630,277
    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 XII, line 1 ...
    7
    3,630,277
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 3,630,277
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 1,086,680
    f Total of lines 3a through e ........ 1,086,680
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 5,678,996
    a Applied to 2020, 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 2021 distributable amount..... 3,630,277
    e Remaining amount distributed out of corpus 2,048,719
    5 Excess distributions carryover applied to 2021. 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 3,135,399
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		3,135,399
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 1,086,680
    e Excess from 2021.... 2,048,719
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    7Bells
    12625 Diamond Rd
    Burnsville,MN55337     		None PC Accounting & Bookkeeping Services, Marketing & Administrative Positions, Homes & Rescue 40,000
    A Place Called Home
    2830 South Central Ave
    Los Angeles,CA90011     		None PC General Operations 5,000
    Anselm House
    1337 Cleveland Ave N
    St Paul,MN55108     		None PC Fellows Program 50,000
    Armed Services YMCA
    14040 Central Loop Suite B
    Woodbridge,VA22193     		None PC General Operations 5,000
    Art House North
    793 Armstrong Ave W
    St Paul,MN55102     		None PC Bucket Brigade, Manager, Programming, Sructural 50,000
    Bethel University Build Program
    3900 Bethel Drive
    St Paul,MN55112     		None PC BUILD Space 25,000
    Bethesda Lutheran Church
    1947 110th Ave
    Dresser,WI54009     		None PC Cars for Christ. 35,000
    Camp Lone Star
    2016 Camp Lone Star Road
    La Grange,TX78945     		None PC Capital Campaign 50,000
    Camp Omega
    22750 Lind Avenue
    Waterville,MN560969320     		None PC Capital Campaign: Adult and Family Retreat Center 1,000,000
    Campus Faith Clubs
    20937 Italy Ave
    Lakeville,MN55044     		None PC Development Position, Health and Retirement Benefits, Intern Recruitment 64,000
    Catholic Medical Association
    29 Bala Ave Ste 205
    Bala Cynwyd,PA19004     		None PC Medical Student and Resident Boot Camp, Operations 25,000
    CBE International
    122 W Franklin Ave Suite 218
    Minneapolis,MN55404     		None PC Cubicle Covid Protection, Phone System, Printer 25,000
    Chalice of Mercy
    N13741 Fairview Road
    Fairchild,WI54741     		None PC St Maria Goretti House - Day Care Center, Home School, Therapy Center, Medical Missions 50,000
    Community Action Partnership of OC
    11870 Monarch Street
    Garden Grove,CA92841     		None PC General Operations 5,000
    Edify
    8825 Aero Drive Suite 220
    San Diego,CA92123     		None PC General Budget/Greatest Need 60,000
    Ethiopian Church
    4401 Minnehaha Ave South
    Minneapolis,MN55406     		None PC Children's and Youth Program, Parish Nursing, Covid Assistance, Acclimation and Transition Services 25,000
    Focus Minnesota
    PO Box 387
    Roseau,MN56751     		None PC General Operations 10,000
    Franciscan Brothers of Peace
    1289 Lafond Avenue
    St Paul,MN551042035     		None PC General Budget, Karen Catholic Education, Friary Mortgage Aid, Dam Revitalization 225,000
    Holy Orthodox Mission Inc
    25266 Pilgrims Way
    Boscobel,WI53805     		None PC General Funds 25,000
    Hope Academy
    2300 Chicago Avenue South
    Minneapolis,MN55404     		None PC General Fund 100,000
    Hosanna Lutheran Church
    9600 163rd St W
    Lakeville,MN55044     		None PC Giving Ministry 25,000
    International Rett Syndrome Foundation
    4600 Devitt Drive
    Cincinnati,OH45246     		None PC Research Ready Program, Communication Education Program, Patient Education and Engagement 25,000
    KTIS co Northwestern College
    3003 Snelling Avenue North
    St Paul,MN55113     		None PC Website, Mobile App,Podcast Development 50,000
    Lutheran Island Camp
    45011 230th St
    Henning,MN56551     		None PC Christ Serve Ranch Roadway, Remodeling Cabins 1,075,000
    Messiah Lutheran Church
    16725 Highview Avenue
    Lakeville,MN55044     		None PC Community Food Shelf 5,000
    MN Teen and Adult Challenge
    1619 Portland Ave S
    Minneapolis,MN55401     		None PC Legal Aid Clinic, Infrastructure Legal Clinic 40,000
    Northwestern Health Sciences University
    2501 W 84th St
    Bloomington,MN55431     		None PC WorkSiteRight 200,000
    Our Lady of Peace Catholic Church
    480 152 Ave
    Holland,MI49424     		None PC Haiti Relief Program 1,147,317
    Our Lady of the Lake Catholic Church
    1975 Daytona Ave
    Lake Havasu City,AZ86403     		None PC General Operations 20,000
    Pregnancy Choices For Lifecare
    15010 Glazier Avenue Suite 104
    Apple Valley,MN55124     		None PC Digital Marketing, Life Coaching Certification and Competency Trainning, Additional Training 30,000
    Prenatal Partners For Life
    PO Box 2225
    Maple Grove,MN55311     		None PC Mentoring, Advocacy, Gifts of Love, Prayer Showers, Care Packages, Respite Care, Bereavement Program, Materials, Website Manager 70,000
    Project Video
    PO Box 241221
    St Paul,MN55124     		None PC Asia Staff Fund, Equipment, US Programming, Asia Family Meeting and Film Competition 135,000
    Show Hope Inc
    PO Box 647
    Franklin,TN37065     		None PC Adoption Aid Grants, Student Initiative 200,000
    Spinal Muscular Atrophy Foundation
    PO Box 9214
    Jackson,WY83002     		None PF Grant they will provide for furthering drug development 25,000
    Terri Schiavo Life Hope
    PO Box 60045
    Philidelphia,PA19102     		None PC National Crisis Lifeline, State Lawmakers and Court Briefs, Attorney and Physicians Network 65,000
    The Brisben Center
    PO Box 1295
    Fredericksburg,VA22402     		None PC General Operations 5,000
    The Center for Victims of Torture
    2356 University Ave West Suite 430
    St Paul,MN55114     		None PC General Operations 100,000
    The Lutheran Church - Missouri Synod Mid-South District
    1675 Wynne Road
    Cordova,TN38016     		None PC Tornado/Disaster Relief 24,000
    The NVLD Project
    177 East 87th Street Suite 501
    New York,NY10128     		None PC General Operations 5,000
    The Sanneh Foundation
    2090 Conway St
    St Paul,MN55119     		None PC Community ProCamps, Dreamline, Conway Community Center, Nutrition Services 60,000
    Together for Good
    845 Summit Ave
    St Paul,MN55105     		None PC Recruit Operations Person, Develop Volunteers/Leaders 80,000
    Treehouse
    2100 24th Ave S Suite 200
    Seattle,WA98144     		None PC Greatest Need 35,000
    Venture Expeditions Inc
    511 E Travelers Trl
    Burnsville,MN55337     		None PC General Operations, Refugee Feeding Program, Digital Discipleship, Myanmar Crisis Response, North Burma Christ Mission 167,000
    Veterans Small Business Foundation
    1650 West 82nd Street Suite 850
    Minneapolis,MN55431     		None PC Project Got Your Back 5,000
    Youth With A Mission
    PO Box 680647
    Orlando,FL32868     		None PC Development Planning for New Retreat Center 50,000
    Total .................................bullet 3a 5,517,317
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 8  
    4 Dividends and interest from securities ....          
    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 3,123,139  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPassthrough Income     		523000 13,717 14 462,123  
    bClass Action Proceeds     14 65  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 13,717 4,958,782 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,972,499
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    Harry & Jan Sweere Foundation
    EIN:
    30-6538381
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 60,413 0   60,413

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

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    Harry & Jan Sweere Foundation
    EIN:
    30-6538381
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    Spinal Muscular Atrophy Foundation
          		PO Box 9214
    Jackson,WY83002     		2021-05-15 25,000 To accelerate the development of a treatment for SMA, the number one genetic killer of infants and toddlers. 25,000 None 12/31/21   Harry and Jan Sweere Foundation reviewed the Grant Report noted above but did not undertake any verification of the grantee's reports as there has not been any reason to doubt their accuracy or reliability (Reg. 53.4945-5(c)).

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    Harry & Jan Sweere Foundation
    EIN:
    30-6538381
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Bank New York Mellon Corp Ser J Mtn 2.10 56,426 56,426
    Bank Nova Scotia B C Note Call Make Whol 79,546 79,546
    Bloomfield Charter Twp Oaklandcnty Mich 127,419 127,419
    Capital One Finl Corp Note 1.87800% 11/0 24,887 24,887
    Carrier Global 2.242 02/15/25 25 18,439 18,439
    Citigroup Inc Note Call Make Whole 3.668 32,378 32,378
    Comcast Corp New Note Call Make Whole 3. 26,667 26,667
    Dominion Energy Inc Ser B Note 3.90000% 48,555 48,555
    Dte Energy Co Ser F Note 1.05000% 06/01/ 49,010 49,010
    Enterprise Prods Oper Llc Note 3.70000% 21,463 21,463
    Equinix 3.200 11/18/29 29 23,146 23,146
    Equinor Asa Note Call Make Whole 3.12500% 04/06/20 10,754 10,754
    Eversource 1.650 08/15/30 30 37,440 37,440
    FedEx 4.250 05/15/30 22,764 22,764
    Fidelity Cash Reserves 1,655,231 1,655,231
    General Mls Inc Note Call Make Whole 2.6 5,074 5,074
    General Mls Inc Note Call Make Whole 3.7 47,092 47,092
    Home Depot Inc Note Call Make Whole 2.95 74,640 74,640
    Jpmorgan Chase &Co Note Call Make Whole 32,496 32,496
    JPMorgan Core Bond Fund Select 4,172,021 4,172,021
    JPMorgan Inflation Managed Bond Select 1,068,422 1,068,422
    Kinder Morgan Inc Del Note 4.30000% 06/0 21,621 21,621
    LNC 3.050 01/15/30 29 26,022 26,022
    Lowes Cos Inc Note Call, 3.375%, 9/15/2025 5,324 5,324
    Marsh &Mclennan Cos Inc Note 3.50000% 06 10,545 10,545
    Massachusetts St College Bldg Auth 02.25 103,342 103,342
    Mastercard 3.350 03/26/30 29 71,573 71,573
    Morgan Stanley Mtn Call Make Whole 3.750 15,515 15,515
    Morgan Stanley Ser I Mtn 1.59300% 05/04/ 14,848 14,848
    Nextera Energy Cap Hldgs Inc Bond 3.5500 32,512 32,512
    Nike Inc Note Call Make Whole 2.75000% 0 79,505 79,505
    Pepsico Inc Note Call Make Whole 2.75000 15,850 15,850
    Pnc Finl Svcs Group Inc Note 3.50000% 01 52,363 52,363
    Port Morrow Ore Transmission Facs 02.302 67,202 67,202
    Prologis 1.250 10/15/30 30 51,206 51,206
    Public Svc Enterprise Grp Inc 2.87500% 0 51,785 51,785
    San Buenaventura Calif Wtr REV 00.45300% 25,000 25,000
    Schlumberger Invt Sa SR Nt 3.65000% 12/0 47,007 47,007
    Schwab Charles Corp Note Call Make Whole 10,779 10,779
    Sempra Energy Note Call Make Whole 3.400 31,959 31,959
    Simon Ppty Group Lp Note Call Make Whole 10,180 10,180
    Simon Ppty Group Lp Note Call Make Whole 31,985 31,985
    State Str Corp Note 2.35400% 11/01/2025 77,315 77,315
    Statoil Asa Note Call Make Whole 2.65%, 1/15/2024 15,468 15,468
    Toronto Dominion Bank Ser C Mtn 0.75000% 72,717 72,717
    Total Capital Note Call Make Whole 3.455 5,421 5,421
    Total Capital Note Call Make Whole 3.750 21,228 21,228
    Union Pac Corp Note Call Make Whole 3.70 49,793 49,793
    United Parcel Service Inc Note 3.40000% 5,458 5,458
    United States Treas Notes 2.75000% 02/15 5,408 5,408
    United States Treas Nts 2.75000% 11/15/2 67,463 67,463
    UNITED STATES TREAS NTS NOTE 8/15/22 0% 105,899 105,899
    Verizon 1.500 09/18/30 30 42,254 42,254
    Visa 3.150 12/14/25 25 47,984 47,984
    WALT DISNEY COMPANY 2.00 DUE 090129 19,914 19,914
    Wells Fargo &Co Mtn Call Make Whole 2.18 45,814 45,814

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Harry & Jan Sweere Foundation
    EIN:
    30-6538381
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M Company 60,749 60,749
    ABBOTT LABS SR NT 3.75% DTD 11/22/2016 DUE 11/30/2 33,170 33,170
    Abiomed Inc. 7,543 7,543
    Accenture Plc Class A 88,299 88,299
    Activision Blizzard Inc. 21,223 21,223
    Adobe Systems Incorporated 94,132 94,132
    Advance Auto Parts Inc 8,636 8,636
    Advanced Micro Devices Inc 65,762 65,762
    AES Corp 3,572 3,572
    AFLAC Inc 17,400 17,400
    Air Products & Chemicals Inc 23,124 23,124
    Akamai Tech 9,831 9,831
    Alaska Air Group Com 1,824 1,824
    Albemarle Corporation 7,948 7,948
    Alexandria R E Equity Inc 446 446
    Alexandria Real Estate Eq Inc Note 4.900 24,048 24,048
    Align Technology Inc 29,573 29,573
    Alliant Energy Corporation 123 123
    Alphabet Inc Class A 309,983 309,983
    Alphabet Inc Class C 292,253 292,253
    Amazon Com Inc 500,151 500,151
    Amcor Plc Com Usd0.01 8,743 8,743
    Ameren Corp 4,629 4,629
    American Elec Pwr Inc Note 1.00000% 11/0 48,913 48,913
    American Electric Power Company Inc 15,214 15,214
    American Express 2.500 07/30/24 41,333 41,333
    American Express Company 45,481 45,481
    American Honda Fin Corp Mtn 1.20000% 07/ 9,965 9,965
    American International Group Inc 16,546 16,546
    American Tower Corp Note Call Make Whole 26,188 26,188
    American Tower Corporation 47,385 47,385
    American Water Works Com 11,709 11,709
    Ameriprise Financial Inc 17,496 17,496
    AmerisourceBergen Corp 13,023 13,023
    Amgen Incorporated 87,963 87,963
    Analog Devices Inc 21,795 21,795
    Anheuser-Busch Cos Llc / Anheu Note 3.65 16,112 16,112
    Anheuser-Busch Inbev Wldw Inc Note 4.750 34,946 34,946
    Anthem Inc 43,912 43,912
    Anthem Inc. 106,614 106,614
    AO Smith Corporation 1,631 1,631
    Aon Corp Note Call Make Whole 2.80000% 0 51,581 51,581
    AON Corporation 28,854 28,854
    Apache Corp 2,689 2,689
    Apple 02/23/26 48,126 48,126
    Apple Inc 996,700 996,700
    Apple Inc Note Call Make Whole 3.35000% 48,868 48,868
    Applied Materials Inc 58,381 58,381
    Aptiv Plc Com New 10,557 10,557
    Aqr Large Cap Defensive Style R6 2,257,119 2,257,119
    Archer-Daniels-Midlnd Co 13,856 13,856
    Arista Networks, Inc. 9,488 9,488
    Artisan Developing World F 1,771,321 1,771,321
    Assurant Inc 156 156
    AT&T Inc 72,668 72,668
    AT&T Inc Note Call 4.12%, 2/17/2026 27,282 27,282
    Atmos Energy Corp Com 2,829 2,829
    Auto Data Processing 73,974 73,974
    Autodesk Inc 23,901 23,901
    Avalonbay Cmntys Inc 13,640 13,640
    Ball Corporation 11,167 11,167
    Bank Of America Corp 120,256 120,256
    Bank of New York Mellon Corporation 21,432 21,432
    Bath &Body Works Inc Common Stock 8,165 8,165
    Baxter International Inc 52,105 52,105
    Bb&T Corp SR Medium Term Nts Mtn 2.50000 77,429 77,429
    Becton Dickinson & Co 21,627 21,627
    Berkshire Hathaway Inc Del Cl B 206,908 206,908
    Best Buy Inc 11,379 11,379
    Biogen Idec Inc 27,831 27,831
    Bio-Rad Labs Inc 29,467 29,467
    Bk Of America Corp Ser N Mtn 2.68700% 04 81,278 81,278
    BlackRock Inc 42,116 42,116
    Booking Hldgs Inc Com 43,186 43,186
    BOSTON PPTYS LTD PARTNERSHIP NOTE 3.800% 2/01/24 15,690 15,690
    Boston Pptys Ltd Partnership Note 2.7500 10,411 10,411
    Boston Properties Inc 2,419 2,419
    Boston Scientific Corp 40,993 40,993
    Broadcom Ltd. 92,492 92,492
    Broadridge Financial Solutions 7,678 7,678
    Brown Forman Corp 13,479 13,479
    Campbell Soup Company 2,781 2,781
    Canadian Pacific Railways Inc. 5,324 5,324
    Capital One Financial Corp 21,618 21,618
    Cardinal Health Inc 14,417 14,417
    Carrier Global Corp-Wi 15,458 15,458
    Catalent Inc Com Usd0.01 42,122 42,122
    Caterpillar Inc 38,867 38,867
    Causeway International Value Instl 1,234,931 1,234,931
    CBOE Holdings Inc 3,390 3,390
    Cbre Group Inc Com Usd0.01 Class A 15,191 15,191
    Centene Corp 26,368 26,368
    Centerpoint Energy Inc 4,354 4,354
    Centurylink Inc Com Usd1.00 2,221 2,221
    Cerner Corp 11,887 11,887
    CF Industries Holdings Inc 3,964 3,964
    Charles Schwab Company 44,405 44,405
    Charter Communications Inc 39,118 39,118
    Chevron Corporation 80,619 80,619
    Chipotle Mexican Grill 20,979 20,979
    Chubb Corporation 44,848 44,848
    Chubb Ina Hldgs Inc Note Call Make Whole 37,716 37,716
    Cigna Corporation 65,445 65,445
    Cincinnati Financial Corp 6,608 6,608
    Cintas Corp 11,966 11,966
    Cisco Systems Inc 138,020 138,020
    Citigroup Inc New 57,733 57,733
    Citizens Financial Group Inc 331 331
    Citrix Systems, Inc. 3,500 3,500
    Clorox Company 34,175 34,175
    CME Group Inc. 46,606 46,606
    CMS Energy Corporation 17,238 17,238
    Coca Cola Company 126,354 126,354
    Cognizant Technology Solutions Corp. 19,873 19,873
    Colgate-Palmolive Co 62,469 62,469
    Comcast Corp New 16,123 16,123
    Comcast Corp New Cl A 87,423 87,423
    Conagra Foods Inc 4,405 4,405
    Conocophillips 37,750 37,750
    Consolidated Edison Hldg Co Inc 10,494 10,494
    Constellation 3.700 12/06/26 26 5,404 5,404
    Contura Energy Inc 1,976 1,976
    Corning Incorporated 13,366 13,366
    Corteva Inc Com 16,595 16,595
    Costco Wholesale Corp 84,587 84,587
    Crown Castle International Corp 30,476 30,476
    CSX Corp 26,508 26,508
    Cummins Inc 11,780 11,780
    CVS Caremark Corp 55,913 55,913
    Cvs Health Corp 44,920 44,920
    Danaher Corp. 150,029 150,029
    Darden Restaurants Inc 6,628 6,628
    Davita Inc 5,347 5,347
    Deere & Co 35,318 35,318
    Deere John Cap Corp Mtns Be 5,254 5,254
    Delta Air Lines Inc 12,779 12,779
    DENTSPLY Sirona Inc. 7,811 7,811
    Devon Energy Corporation 10,748 10,748
    DexCom, Inc. 27,384 27,384
    DFA US Large Cap Value I 3,043,119 3,043,119
    DFA US Targeted Value I 1,085,879 1,085,879
    Diamondback Energy Inc Com Usd0.01 6,902 6,902
    Digital Realty Trust Inc. 21,578 21,578
    Discover Financial Services 18,490 18,490
    Discovery Communications Inc 1,260 1,260
    Dish Network Corporation 1,492 1,492
    Disney Walt Co 114,137 114,137
    Disney Walt Co Mtns Be 10,624 10,624
    Dodge & Cox Income Fund 4,148,325 4,148,325
    Dollar General 22,640 22,640
    Dollar Tree Inc 8,431 8,431
    Dominion Resources Inc 23,489 23,489
    Dover Corp 8,172 8,172
    Dow Chemical Company 13,613 13,613
    DR Horton Inc. 8,784 8,784
    DTE Energy Company 8,368 8,368
    Duke Energy Corp New 49,198 49,198
    Duke Realty Corp 263 263
    Dupont De Nemours Inc 29,808 29,808
    Dxc Technology Co Com 1,674 1,674
    Eaton Corporation 27,133 27,133
    Ebay Inc 17,756 17,756
    Ecolab Inc 21,348 21,348
    Edison International 9,965 9,965
    Edwards Lifesciences Corp. 43,399 43,399
    Electronics Arts 12,794 12,794
    Eli Lilly & Company 128,166 128,166
    Emerson Electric Co 44,347 44,347
    Energy Northwest Wash Elec REV Rev 02.95 10,129 10,129
    Enphase Energy Inc 10,611 10,611
    Entergy Corp. 2,140 2,140
    EOG Resources, Inc. 19,898 19,898
    Equifax Inc 15,518 15,518
    Equinix Inc 22,838 22,838
    Equity Residential 10,770 10,770
    Essex Ppty Tr Inc Com 7,749 7,749
    Etsy Inc Com 8,320 8,320
    Everest Re Group Ltd. 3,561 3,561
    Evergy Inc Com 5,969 5,969
    Eversource Energy 10,175 10,175
    Eversource Energy Com Isin #us30040w1080 10,008 10,008
    Exelon Corporation 18,310 18,310
    Expedia Inc Del Com 8,313 8,313
    Extra Space Storage Inc 9,296 9,296
    Exxon Mobil Corp. 109,347 109,347
    Fastenal Co 13,581 13,581
    Federal Realty Investment Trust 2,045 2,045
    Fedex Corporation 21,467 21,467
    Fidelity National Information Services, Inc. 25,759 25,759
    Fifth Third Bancorp 3,832 3,832
    FirstEnergy Corp. 6,987 6,987
    Fiserv Inc 22,626 22,626
    Fleetcor Technologies 5,372 5,372
    FMC Corporation 2,418 2,418
    Ford Motor Company New 27,458 27,458
    Fortinet Inc Com Usd0.001 12,220 12,220
    Fortive Corp 4,959 4,959
    Fortune Brands Home & Security Inc 4,597 4,597
    Franklin Resources Inc 9,277 9,277
    Freeport McMoran Copper 19,279 19,279
    Garmin Ltd. 4,221 4,221
    Gartner Inc 15,379 15,379
    Generac Holding Inc 9,502 9,502
    General Mills Inc. 23,650 23,650
    General Motors Co. 29,960 29,960
    Genuine Parts Co 10,936 10,936
    Gilead Sciences Inc 71,230 71,230
    Global Payments Inc. 14,464 14,464
    Goldman Sachs Gqg Partners Intl Opp I 1,259,930 1,259,930
    Goldman Sachs Group Inc 48,201 48,201
    Halliburton Co Hldg Co 6,609 6,609
    Hampton Va Taxable Go Pub Impt Ref Bds 0 114,287 114,287
    Hanesbrands Inc. 167 167
    Hartford Financial Services Group 12,703 12,703
    Hasbro Inc 4,682 4,682
    Healthpeak Properties Ord 5,486 5,486
    Henry Schein, Inc. 4,962 4,962
    Hess Corporation 6,737 6,737
    Hewlett Packard Enterprise Comp 12,805 12,805
    Hilton Worldwide Holdings Inc 43,365 43,365
    Hologic Inc 7,886 7,886
    Home Depot Inc 155,629 155,629
    Honeywell Intl Inc 61,927 61,927
    Hormel Foods Com 4,246 4,246
    HP, Inc. 26,934 26,934
    Humana Inc 54,735 54,735
    Huntington Bank 3,130 3,130
    IDEXX Laboratories Inc 26,338 26,338
    Illinois Tool Works Inc 27,642 27,642
    Incyte Corporation 28,626 28,626
    Ingersoll-Rand plc 5,135 5,135
    Intel Corp 89,198 89,198
    IntercontinentalExchange, Inc. 28,311 28,311
    International Business Machines 45,043 45,043
    International Flavors & Fragrances Inc 12,353 12,353
    International Paper Company 8,315 8,315
    Intuit Inc. 58,533 58,533
    Intuitive Surgical, Inc. 68,986 68,986
    Invesco Ltd. 2,854 2,854
    IPG Photonics Corporation 344 344
    Iqvia Hldgs Inc Com 75,331 75,331
    Iron Mountain Inc. 3,872 3,872
    iShares Edge MSCI USA Momentum Factor 1,744,017 1,744,017
    Jack Henry & Associates Inc. 4,175 4,175
    JB Hunt Transport Services Inc. 1,431 1,431
    Johnson Controls International plc 23,417 23,417
    JPMorgan Chase & Co 207,439 207,439
    Juniper Networks, Inc. 1,678 1,678
    Kellogg Company 4,316 4,316
    Kimberly-Clark Corp. 57,454 57,454
    Kimco Realty Corporation 12,917 12,917
    Kinder Morgan Inc. 12,196 12,196
    KLA-Tencor Corp. 12,473 12,473
    Kopernik Global All-Cap I 556,077 556,077
    Kraft Heinz Co. 11,093 11,093
    Kyndryl Hldgs Inc Common Stock 1,195 1,195
    L3Harris Technologies Ord 66,744 66,744
    La Quinta Calif Redev Agy Successor 01.9 50,415 50,415
    Laboratory Corp. of America Holdings 14,139 14,139
    Lam Research Corporation 40,272 40,272
    Lamb Weston Holdings 4,056 4,056
    Lazard Global Listed Infrastructure Inst 835,513 835,513
    Leggett & Platt, Incorporated 7,779 7,779
    Lennar Corp. 15,682 15,682
    Linde PLC 66,168 66,168
    Live Nation Entertainment, Inc. 5,985 5,985
    Lowes Companies I 42,703 42,703
    Lowe's Companies Inc. 73,408 73,408
    LyondellBasell Industries N.V. 7,102 7,102
    M &T Bank Corp. 9,522 9,522
    Marathon Petroleum Corp. 9,854 9,854
    MarketAxess Holdings Inc. 4,935 4,935
    Marriott International, Inc. 19,994 19,994
    Marsh & McLennan Companies, Inc. 31,114 31,114
    Martin Marietta Materials Inc. 9,691 9,691
    MasterCard Incorporated 138,338 138,338
    McCormick & Company, Incorporated 9,275 9,275
    McDonalds Corp 91,680 91,680
    Medtronic Inc. 66,415 66,415
    Meta Platforms Inc Class A 279,843 279,843
    MetLife, Inc. 23,684 23,684
    METRO ONE TELECOMMUNICATIONS INC. 16,615 16,615
    Mettler Toledo Intl Inc. 62,797 62,797
    Microchip Technology Inc. 12,188 12,188
    Micron Technology 43,315 43,315
    Microsoft Corp 948,422 948,422
    Mid-America Apartment Communities Inc 9,407 9,407
    Molson Coors Brewing Co. 1,669 1,669
    Mondelez International Inc 34,150 34,150
    Monster Beverage Corporation 13,830 13,830
    Moody's Corporation 14,061 14,061
    Mosaic Co. 2,200 2,200
    Motorola Solutions, Inc. 10,325 10,325
    MSCI Inc 13,479 13,479
    National Oilwell Varco, Inc. 1,328 1,328
    Neilsen Holdings N V 2,051 2,051
    NetApp, Inc. 10,119 10,119
    Netflix, Inc. 88,559 88,559
    Newmont Mining Company 23,382 23,382
    NextEra Energy, Inc. 92,333 92,333
    Nike, Inc. 77,502 77,502
    Nisource Inc 1,712 1,712
    Norfolk Southern Corporation 31,557 31,557
    Northern Trust Corporation 11,363 11,363
    Nucor Corporation 25,455 25,455
    NVIDIA Corporation 262,052 262,052
    NVR Inc. 5,909 5,909
    Occidental Petroleum Corporation 11,016 11,016
    Omnicom Group Inc. 5,715 5,715
    Oneok Incorporated New 9,225 9,225
    Oracle Corporation 84,070 84,070
    O'Reilly Automotive, Inc. 17,656 17,656
    Orion Office Reit Inc Com 243 243
    OTIS Worldwide Corp-Wi 29,778 29,778
    Paccar Inc 8,738 8,738
    Packaging Corporation of America 6,944 6,944
    ParkerHannifin Corp. 14,952 14,952
    Paychex, Inc. 15,561 15,561
    Paycom Software Inc. 10,380 10,380
    PayPal Holdings Inc. 74,866 74,866
    Pentair plc 6,061 6,061
    People's United Financial Inc. 11,512 11,512
    Pepsico Incorporated 150,607 150,607
    Phillips 66 14,420 14,420
    Pinnacle West Cap Cp 282 282
    Pioneer Natural Resources Co. 8,003 8,003
    PNC Financial Services Group 34,289 34,289
    PPG Industries Inc. 15,520 15,520
    PPL Corp. 9,168 9,168
    Principal Financial Group Inc. 11,717 11,717
    Progressive Corporation 17,245 17,245
    Prologis, Inc. 38,723 38,723
    Prudential Financial Inc 20,133 20,133
    Public Service Enterprise Group Inc. 11,478 11,478
    Public Storage 20,601 20,601
    Pultegroup Inc. 4,916 4,916
    Pzena Emerging Mrkts Focused Val Instl 2,112,292 2,112,292
    Qorvo Inc 9,071 9,071
    Qualcomm Inc. 73,697 73,697
    Quanta Services Inc 1,376 1,376
    Quest Diagnostics Inc. 29,931 29,931
    Ralph Lauren Corp. 2,258 2,258
    Realty Income Corporation 9,665 9,665
    Regency Centers Corp. 151 151
    Republic Services Inc. 18,407 18,407
    ResMed Inc. 18,494 18,494
    Robert Half International Inc. 5,799 5,799
    Rockwell Automation Inc. 15,001 15,001
    Roper Industries Inc 30,003 30,003
    Ross Stores Inc. 13,371 13,371
    S&P Global Inc Com 41,058 41,058
    Salesforce Com 77,001 77,001
    SBA Communications Corp. 14,783 14,783
    Schlumberger Ltd. 16,143 16,143
    Seagate Technology Public Limited Company 14,461 14,461
    Sempra Energy 9,260 9,260
    ServiceNow Inc 46,736 46,736
    Sherwin Williams Co 16,238 16,238
    Sherwin Williams Co. 28,525 28,525
    Simon Ppty Grou 5,260 5,260
    Simon Property Group Inc. 15,977 15,977
    Skyworks Solutions Inc 11,170 11,170
    Snap-on Incorporated 4,523 4,523
    Southern Company 25,649 25,649
    Southwest Airlines Co. 9,725 9,725
    Stanley Black & Decker, Inc. 10,374 10,374
    Starbucks Corp 47,958 47,958
    State Street Corporation 8,835 8,835
    Statoil Asa 5,274 5,274
    Steris Corp 23,367 23,367
    Stryker Corporation 30,486 30,486
    SVB Financial Group 8,817 8,817
    Sylvamo Corp Common Stock 418 418
    Symantec Corp 6,339 6,339
    Synchrony Financial 19,623 19,623
    Synopsys Inc 369 369
    Sysco Corporation 14,060 14,060
    T. Rowe Price Group, Inc. 17,108 17,108
    Take-Two Interactive Software Inc 6,042 6,042
    Tapestry Inc Com 2,883 2,883
    Target Corporation 50,917 50,917
    TE Connectivity Ltd. 19,845 19,845
    Teleflex Incorporated 4,927 4,927
    Teradyne Inc 12,265 12,265
    Tesla Motors, Inc. 287,444 287,444
    Texas Instruments Inc. 65,588 65,588
    The Allstate Corporation 15,059 15,059
    The Estee Lauder Companies Inc. 29,616 29,616
    The Interpublic Group of Companies, Inc. 5,992 5,992
    The J.M. Smucker Company 8,557 8,557
    The Kroger Co. 11,949 11,949
    The Nasdaq OMX Group, Inc. 11,971 11,971
    The Travelers Companies, Inc. 15,643 15,643
    TJX Companies, Inc 34,316 34,316
    T-Mobile US Inc 18,905 18,905
    Tractor Supply Company 9,783 9,783
    Trane Inc 19,597 19,597
    TransDigm Group Incorporated 34,995 34,995
    Truist Finl Corp Com 29,802 29,802
    Twenty-First Century Fox Inc. 2,841 2,841
    Twenty-First Century Fox, Inc 34 34
    Twitter Inc 12,015 12,015
    Tyson Foods, Inc. 6,798 6,798
    U.S. Bancorp 31,174 31,174
    UDR Inc. 4,199 4,199
    ULTA Salon, Cosmetics & Fragrance, Inc. 9,071 9,071
    Under Armour Inc 126 126
    Union Pacific Corp 82,633 82,633
    United Continental Hldgs Inc. 13,703 13,703
    United Parcel Service, Inc 57,657 57,657
    United States Treas Nts 20,413 20,413
    United States Treas Nts 10,668 10,668
    Unum Group 1,744 1,744
    V.F. Corporation 9,079 9,079
    Valero Energy Corporation 15,247 15,247
    Vanguard Inflation-Protected Secs Adm 737,368 737,368
    Vanguard Total Stock Market Index Fund Adm Shares 3,392,759 3,392,759
    Ventas Inc 5,930 5,930
    Verisk Analytics Inc. 12,351 12,351
    Verizon Communications Inc. 70,718 70,718
    VIACOMCBS CL B ORD 5,644 5,644
    Virginia St Hsg Dev Auth Taxable Rental 15,188 15,188
    Visa Inc. 80,183 80,183
    Vornado Realty Trust 9,293 9,293
    Vulcan Materials Company 13,908 13,908
    W.W. Grainger, Inc. 11,401 11,401
    Walgreens Boots Alliance Inc 20,968 20,968
    Wal-Mart Stores Inc 96,219 96,219
    Waste Management Inc. 23,700 23,700
    Watauga Cnty N C Ltd Oblig Taxable Ref 0 35,779 35,779
    Waters Corporation 37,260 37,260
    Wells Fargo & Company 70,051 70,051
    Welltower Inc. 14,495 14,495
    West Hollywood Calif Pub Fing Auth Lease 15,164 15,164
    West Pharmaceutical Services Inc. 25,327 25,327
    Western Digital Corporation 7,760 7,760
    Western Union Co. 2,426 2,426
    Westinghouse Air Brake Technologies Corporation 7,737 7,737
    WestRock Co 311 311
    Weyerhauser Co. 9,060 9,060
    Whirlpool Corp 6,101 6,101
    Williams Companies, Inc. 9,114 9,114
    Willis Towers Watson PLC 10,687 10,687
    Wisconsin Energy Corp. 10,872 10,872
    Xcel Energy Inc 11,027 11,027
    Xcel Energy Inc. 11,712 11,712
    Xilinx Inc 14,418 14,418
    Xylem Inc. 6,596 6,596
    Yum! Brands, Inc. 14,858 14,858
    Zimmer Holdings, Inc. 6,733 6,733
    Zoetis Inc. 118,615 118,615

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    Harry & Jan Sweere Foundation
    EIN:
    30-6538381
    US Government Securities - End of Year Book Value:

    1,484,027
    US Government Securities - End of Year Fair Market Value:

    1,484,027
    State & Local Government Securities - End of Year Book Value:


    422,370
    State & Local Government Securities - End of Year Fair Market Value:


    422,370


    TY 2021 InvestmentsOtherSchedule2
    Name:
    Harry & Jan Sweere Foundation
    EIN:
    30-6538381
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Baxter Fund II FMV 5,623,488 5,623,488
    SP Hedged Equity FMV 2,986,561 2,986,561
    SP Hedged Equity (OLP) FMV 1,404,981 1,404,981
    York Credit Opportunities FMV 549,735 549,735
    York Credit Opportunities (OLP) FMV 175,916 175,916
    Regent Street Secondary Instl RV Fund FMV 278,402 278,402
    SR Financials Hedg Eqty Inst M 2016-2 FMV 31,394 31,394
    SR Fin Hedg Eqty Ins Fnd M 2016-2 LOT#2 (OLP) FMV 9,156 9,156
    SR Opport RE Fnd H 2016-1 FMV 671,716 671,716
    SR Opport RE Fund H 2016-1 LOT#2 (OLP) FMV 223,905 223,905
    SR Life Settlement Fund V 2017-1 FMV 1,065,172 1,065,172
    SR Life Settlement Fund V 2017-1 (OLP) FMV 507,814 507,814
    SR Opportunistic Credit BP 2019-1 FMV 2,410,951 2,410,951
    SR Opportunistic Credit BP 2019-1 (OLP) FMV 1,149,407 1,149,407
    Efficient US Funds FMV 1,451,556 1,451,556
    Efficient US Funds Lot 2 FMV 737,446 737,446
    Kopernik Global All-Cap Fund FMV 1,100,000 1,100,000
    DFA Global Real Estate FMV 3,150,079 3,150,079
    GMO Opportunistic Income Fund Instl FMV 1,714,462 1,714,462
    GMO Resources Fund Class I FMV 2,777,471 2,777,471
    Host Hotels & Resorts FMV 2,678 2,678

    TY 2021 LandEtcSchedule2
    Name:
    Harry & Jan Sweere Foundation
    EIN:
    30-6538381
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Computer 2,808 562 2,246 2,246


    TY 2021 LegalFeesSchedule
    Name:
    Harry & Jan Sweere Foundation
    EIN:
    30-6538381
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal 7,207 3,375   3,831


    TY 2021 OtherDecreasesSchedule
    Name:
    Harry & Jan Sweere Foundation
    EIN:
    30-6538381
    Description Amount
    Adjustment for Prior Year Tax Liability 93,100


    TY 2021 OtherExpensesSchedule
    Name:
    Harry & Jan Sweere Foundation
    EIN:
    30-6538381
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Office Expense/Supplies 3,043 0   3,043
    Passthrough investment expenses 168,205 168,138   0
    MN Filing Fees 25 0   25


    TY 2021 OtherIncomeSchedule2
    Name:
    Harry & Jan Sweere Foundation
    EIN:
    30-6538381
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Passthrough investment income 0 496,115 0
    Passthrough Income 475,840   475,840
    Class Action Proceeds 65 65 65


    TY 2021 OtherIncreasesSchedule
    Name:
    Harry & Jan Sweere Foundation
    EIN:
    30-6538381
    Description Amount
    Unrealized Gain/Loss 4,245,531


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Harry & Jan Sweere Foundation
    EIN:
    30-6538381
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Fees 302,421 302,421   0


    TY 2021 TaxesSchedule
    Name:
    Harry & Jan Sweere Foundation
    EIN:
    30-6538381
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Taxes Paid 29,335 29,335   0
    Payroll Taxes Paid 6,120 612   0
    Excise Taxes Paid 50,106 0   0