Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,439,218J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 89,705 87,705  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 210,494
b Gross sales price for all assets on line 6a 2,511,366
7 Capital gain net income (from Part IV, line 2)... 210,494
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........ 300,199 298,199  
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
List of Attached Documents:
// Content
7,096 1,064   6,032
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,975 296   1,679
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
31,438 31,438   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,108 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 450 68   382
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,287 908   5,379
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,354 33,774   13,472
25 Contributions, gifts, grants paid....... 319,000 319,000
26 Total expenses and disbursements. Add lines 24 and 25 367,354 33,774   332,472
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -67,155
b Net investment income (if negative, enter -0-) 264,425
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 10,447 9,202 9,202
2 Savings and temporary cash investments......... 122,193 131,625 131,625
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,028,472 Click to see attachment
List of Attached Documents:
// Content
863,818 		881,172
b Investments—corporate stock (attach schedule)....... 3,210,967 Click to see attachment
List of Attached Documents:
// Content
3,067,270 		4,806,382
c Investments—corporate bonds (attach schedule)....... 396,712 Click to see attachment
List of Attached Documents:
// Content
507,796 		495,271
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment
List of Attached Documents:
// Content
121,232 		115,566
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,768,791 4,700,943 6,439,218
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 right arrow)    
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 right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 4,766,816 4,698,968
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 4,766,816 4,698,968
30 Total liabilities and net assets/fund balances (see instructions). 4,768,791 4,700,943
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
4,766,816
2
Enter amount from Part I, line 27a .....................
2
-67,155
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,699,661
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
693
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,698,968
Form 990-PF (2024)
Form 990-PF (2024)
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 BLOOM ENERGY   2024-05-29 2024-09-10
b ELI LILLY & COMPANPY   2023-06-27 2024-06-05
c GENUINE PARTS CO   2024-04-23 2024-10-22
d ISHARES TRUST ESG ADVANCED   2023-04-28 2024-01-09
e NEXTRACKER INC   2023-05-03 2024-03-22
PROLOGIS INC   2023-10-10 2024-05-06
UNITED STATES TREASURY   2023-11-03 2024-05-31
UNITED STATES TREASURY   2023-03-14 2024-01-02
ADOBE INC   2021-12-08 2024-06-14
AMERICAN TOWER CORP   2016-04-12 2024-05-29
ANSYS INC   2015-03-05 2024-01-17
AUTODESK INC   2022-01-05 2024-06-11
BANK OF AMERICA CORP   2022-10-28 2024-11-04
BLOOM ENERGY CORP   2022-12-08 2024-09-10
BRIGHT HORIZONS FAMILY SOLUTIONS   2021-02-02 2024-02-07
DEERE & COMPANY   2021-12-07 2024-05-13
ELI LILLY & COMPANPY   2023-06-27 2024-12-06
HONEYWELL INTERNATIONAL INC   2021-05-26 2024-05-02
INVESCO EXCHANGE TRADED FUND   2024-02-22 2024-02-22
ISHARES TR USD GRN   2022-12-14 2024-05-29
MASTERCARD INCORPORATED   2015-02-12 2024-12-06
MONTROSE ENVIRONMENTAL GROUP   2021-02-03 2024-02-07
NIKE INC   2014-12-31 2024-05-28
PERFORMED LINE PRODUCTS   2023-07-17 2024-09-11
PROLOGIS INC   2022-01-05 2024-05-06
UNITED STATES TREASURY   2023-03-14 2024-04-01
UNITED STATES TREASURY   2023-03-14 2024-09-30
UNITED STATES TREASURY   2023-10-03 2024-10-31
UNITED STATES TREASURY   2023-10-26 2024-12-31
UNITED HEALTH GROUP INC   2022-12-08 2024-04-17
RESMED INC P 2009-12-18 2024-12-06
ADOBE INC P 2021-03-16 2024-06-14
AMERICAN TOWER CORP P 2013-08-02 2024-05-29
BLOOM ENERGY P 2022-12-08 2024-09-10
BRIGHT HORIZONS FAMILY SOLUTIONS P 2021-02-02 2024-07-07
CDW CORP P 2021-12-28 2024-05-29
DEERE & COMPANY P 2021-12-28 2024-05-29
ELI LILLY & COMPANPY P 2023-06-27 2024-11-14
EMCOR GROUP P 2021-02-01 2024-11-14
HONEYWELL INTERNATIONAL INC P 2021-05-26 2024-02-08
INVESCO EXCHANGE TRADED FUND P 2019-09-25 2024-02-22
METTLER-TOLEDO P 2015-03-05 2024-05-29
MICROSOFT P 2013-07-16 2024-01-17
NIKE INC P 2013-08-02 2024-05-29
PERFORMED LINE PRODUCTS P 2023-07-17 2024-09-11
PROLOGIS INC P 2022-09-06 2024-05-06
QUANTA SERVICES P 2021-02-01 2024-11-14
US TREASURY SER P 2023-09-21 2024-12-16
US TREASURY SER P 2023-03-09 2024-04-01
US TREASURY SER P 2023-10-03 2024-10-31
GENUINE PARTS CO P 2024-04-23 2024-12-22
ISHARES TR USD GRN P 2024-04-23 2024-01-09
US TREASURY SER P 2023-09-13 2024-06-17
US TREASURY SER P 2023-11-03 2024-05-31
US TREASURY SER P 2023-06-09 2024-01-31
CAPITAL GAINS DIVIDENDS P    
(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 12,129   19,381 -7,252
b 79,389   46,375 33,014
c 60,098   81,200 -21,102
d 62,910   60,985 1,925
e 20,319   10,255 10,064
26,134   27,643 -1,509
50,000   49,199 801
75,000   73,627 1,373
52,529   64,880 -12,351
74,376   42,460 31,916
57,727   15,206 42,521
74,318   96,484 -22,166
10,000   10,015 -15
9,703   20,602 -10,899
83,268   130,512 -47,244
143,441   126,765 16,676
42,020   23,187 18,833
135,452   133,919 1,533
54,782   49,565 5,217
54,248   55,205 -957
66,016   10,964 55,052
86,509   108,681 -22,172
68,926   27,746 41,180
49,116   76,537 -27,421
32,407   44,623 -12,216
100,000   97,667 2,333
100,000   99,785 215
10,000   9,892 108
20,000   19,316 684
72,375   81,909 -9,534
17,282   1,915 15,367
13,132   11,299 1,833
20,084   7,819 12,265
7,277   14,970 -7,693
18,616   30,375 -11,759
44,373   41,138 3,235
49,170   44,574 4,596
7,985   4,639 3,346
40,938   7,246 33,692
28,883   33,669 -4,786
19,721   13,977 5,744
88,452   19,372 69,080
9,689   891 8,798
11,526   4,130 7,396
27,276   42,677 -15,401
19,862   21,783 -1,921
16,261   3,640 12,621
25,000   23,719 1,281
50,000   48,471 1,529
10,000   9,892 108
5,409   7,308 -1,899
47,182   45,728 1,454
25,000   24,080 920
100,000   98,398 1,602
25,000   24,577 423
56     56
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       -7,252
b       33,014
c       -21,102
d       1,925
e       10,064
      -1,509
      801
      1,373
      -12,351
      31,916
      42,521
      -22,166
      -15
      -10,899
      -47,244
      16,676
      18,833
      1,533
      5,217
      -957
      55,052
      -22,172
      41,180
      -27,421
      -12,216
      2,333
      215
      108
      684
      -9,534
      15,367
      1,833
      12,265
      -7,693
      -11,759
      3,235
      4,596
      3,346
      33,692
      -4,786
      5,744
      69,080
      8,798
      7,396
      -15,401
      -1,921
      12,621
      1,281
      1,529
      108
      -1,899
      1,454
      920
      1,602
      423
      56
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 2 210,494
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
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 right arrow 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) 1 3,676
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 3,676
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 3,676
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,131
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 4,131
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 455
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow455 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowOH
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 2024 or the taxable year beginning in 2024? 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
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 addressright arrowSEARSSWETLANDFOUNDATION.ORG
14
The books are in care ofright arrowRUTH SWETLAND EPPIG Telephone no.right arrow (216) 932-2745

Located atright arrow13003 LAKESHORE BLVDBRATENAHLOH ZIP+4right arrow44108
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
 
 
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? .............................
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
RUTH SWETLAND EPPIG PRESIDENT/TRUSTEE
7.00 		0 0 0
13003 LAKESHORE BLVD
BRATENAHL,OH44108
LYDIA HARRINGTON TRUSTEE
5.00 		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/TRUSTEE
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
6,503,767
b
Average of monthly cash balances.......................
1b
27,541
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,531,308
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
6,531,308
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
97,970
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,433,338
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
321,667
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
321,667
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,676
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,676
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
317,991
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
317,991
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
317,991
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
332,472
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
332,472
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 317,991
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 21,655
b From 2020...... 17,358
c From 2021...... 27,421
d From 2022...... 2,622
e From 2023...... 16,159
f Total of lines 3a through e ........ 85,215
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 332,472
a Applied to 2023, 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 2024 distributable amount..... 317,991
e Remaining amount distributed out of corpus 14,481
5 Excess distributions carryover applied to 2024. 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 99,696
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		21,655
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		78,041
10 Analysis of line 9:
a Excess from 2020.... 17,358
b Excess from 2021.... 27,421
c Excess from 2022.... 2,622
d Excess from 2023.... 16,159
e Excess from 2024.... 14,481
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ACE ALLIANCE FOR CLIMATE EDUCATION

360 22ND STREET STE 730
OAKLAND,CA94612 		NONE PC CLIMATE EDUCATION 10,000

ALLIANCE FOR THE GREAT LAKES

150 N MICHIGAN AVENUE STE 750
CHICAGO,IL60601 		NONE PC ENVIRONMENTAL 5,000

AMERICAN RIVERS INC

1101 14TH STREET NW STE 1400
WASHINGTON,DC20005 		NONE PC ENVIRONMENTAL 5,000

SMOKEY HOUSE CENTER

426 DANBY MOUNTAIN ROAD
DANBY,VT05739 		NONE PC CLIMATE EDUCATION 10,000

CLEVELAND INSTITUTE OF ART

11610 EUCLID AVENUE
CLEVELAND,OH44106 		NONE PC ARTS EDUCATION 10,000

CLEVELAND METROPARKS

4101 FULTON PARKWAY
CLEVELAND,OH44144 		NONE PC OUTDOOR EDUCATION 5,000

CLEVELAND MUSEUM OF NATURAL HISTORY

1 WADE OVAL DRIVE
CLEVELAND,OH44106 		NONE PC EDUCATION 5,000

VERMONT PUBLIC INTEREST RESEARCH GROUP

141 MAIN ST 6
MONTPELIE,VT05602 		NONE PC RESEARCH AND EDUCATION 10,000

CLEVELAND ZOOLOGICAL SOCIETY

3900 WILDLIFE WAY
CLEVELAND,OH44109 		NONE PC PRIMATE EXHIBIT 7,500

HATHAWAY BROWN SCHOOL

19600 NORTH PARK BOULEVARD
SHAKER HEIGHTS,OH44122 		NONE PC EDUCATION 5,000

COLLEGE NOW GREATER CLEVELAND

1500 WEST 3RD STREET STE 125
CLEVELAND,OH44113 		NONE PC EDUCATION 5,000

CONSERVANCY FOR CUYAHOGA NATIONAL PARK

1403 WEST HINES HILL ROAD
PENINSULA,OH44264 		NONE PC EDUCATION 5,000

ENVIRONMENTAL LAW AND POLICY CENTER

35 EAST WACKER DRIVE STE 1600
CHICAGO,IL60601 		NONE PC CONSERVATION POLICY 5,000

FOOTPATH FOUNDATION

7777 WEST PLEASANT VALLEY ROAD
PARMA,OH44130 		NONE PC OUTDOOR EDUCATION 5,000

GREAT LAKES FUNDER COLLABORATION

3101 EAST GRAND BLVD SUITE300
DETROIT,MI48202 		NONE PC CONSERVATION AND CLEAN WATER 500

IDEASTREAM PUBLIC MEDIA

1375 EUCLID AVENUE
CLEVELAND,OH44115 		NONE PC ENVIRONMENTAL 5,000

GLOBAL CLEVELAND

1422 EUCLID AVENUE 1652
CLEVELAND,OH44115 		NONE PC COMMUNITY OUTREACH 5,000

GREATER CLEVELAND FOOD BANK

17876 ST CLAIR AVENUE
CLEVELAND,OH441102602 		NONE PC SOCIAL SERVICES 5,000

HUNGER NETWORK

4415 EUCLID AVENUE STE 110
CLEVELAND,OH44103 		NONE PC SOCIAL SERVICES 5,000

LAKE ERIE NATURE AND SCIENCE CENTER

15500 S WATERLOO ROAD
CLEVELAND,OH44110 		NONE PC SCIENCE EDUCATION 5,000

CLEVELAND MUSEUM OF ART

11150 EAST BOULEVARD
CLEVELAND,ME44106 		NONE PC FINE ARTS GARDEN RESTORATON 10,000

SLGC CHARITABLE PROJECTS FUND

2665 LEIGHTON ROAD
SHAKER HEIGHTS,OH44120 		NONE PC HORTICULTURAL EDUCATION 2,500

NATURE CENTER OF SHAKER LAKES

2600 SOUTH PARK BLVD
CLEVELAND,OH44120 		NONE PC ENVIRONMENTAL EDUCATION 5,000

NATURE CONSERVANCY OF VERMONT

575 STONE CUTTERS WAY
MONPELIER,VT05602 		NONE PC CONSERVATION 10,000

OHIO ENVIRONMENTAL COUNCIL

1145 CHESAPEAKE AVENUE STE I
COLUMBUS,OH43212 		NONE PC CONSERVATION 10,000

PLANNED PARENTHOOD

206 E STATE STREET
COLUMBUS,OH43215 		NONE PC SOCIAL SERVICES 10,000

RID ALL GREEN PARTNERSHIP

8129 OTTER AVENUE
CLEVELAND,OH44104 		NONE PC URBAN AGRICULTURE 5,000

SPICE FIELD KITCHEN

5601 TILLMAN AVENUE
CLEVELAND,OH44102 		NONE PC AGRICULTURAL CAMPERSHIP PROGRAM 5,000

BUILDING HOPE IN THE CITY

3274 WEST 58TH S
CLEVELAND,OH44102 		NONE PC URBAN AGRICULTURE 5,000

TWO FOUNDATION

PO BOX 150
CHAGRIN FALLS,OH44022 		NONE PC SUPPORT INDIVIDUALS WITH EXCEPTIONALITIES 5,000

THE FOUNDRY

1831 COLUMBUS ROAD
CLEVELAND,OH44113 		NONE PC EDUCATION / WELL BEINGEDUCATION AND FITNESS 5,000

RAINEY INSTITUTE

2937 W 25TH STREET
CLEVELAND,OH44113 		NONE PC ARTS EDUCATION 5,000

UNIVERSITY SETTLEMENT

4800 BROADWAY AVENUE
CLEVELAND,OH44127 		NONE PC SOCIAL SERVICES 5,000

URBAN COMMUNITY SCHOOL

4909 LORAIN AVENUE
CLEVELAND,OH44102 		NONE PC ENVIRONMENTAL EDUCATION 5,000

OHIO CITIZEN ACTION EDUCATION

1511 BROKKPARK
CLEVELAND,OH44109 		NONE PC ENVIRONMENTAL AND CONSUMER ADVOCACY 5,000

WESTERN RESERVE LAND CONSERVANCY

3850 CHAGRIN RIVER ROAD
MORELAND HILLS,OH44022 		NONE PC CONSERVATION/PARKS 10,000

BIRTHING BEAUTIFUL COMMUNITIES

3043 SUPERIOR AVE E 1
CLEVELAND,OH44114 		NONE PC SOCIAL SUPPORT 10,000

CLEVELAND NEIGHBORHOOD PROGRESS

11327 SHAKER BOULEVARD
SHAKER HEIGHTS,OH44104 		NONE PC SOCIAL EQUITY 5,000

CWRU SWETLAND CENTER FOR ENVIRONMENTAL HEALTH

1101 CEDAR AVENUE STE 400
CLEVELAND,OH44106 		NONE PC ENVIRONMENTAL HEALTH 15,000

BEYOND PESTICIDES

701 E STREET SE SUITE 200
WASHINGTON,DC20003 		NONE PC SUSTAINABLE AGRICULTURE 5,000

LAKE VIEW CEMETARY ASSOCIATION

12316 EUCLID AVENUE
CLEVELAND,OH44106 		NONE PC GARFIELD MONUMENT 3,000

EDWINS LEADERSHIP AND RESTURAUNT

13101 SHAKER SQUARE
CLEVELAND,OH44120 		NONE PC CULINARY TRAINING FOR FORMERLY INCARCERATED INDIVIDUALS 5,000

DOWNTOWN CLEVELAND ALLIANCE

1422 EUCLID AVE SUITE 730
CLEVELAND,OH44115 		NONE PC ADVOCATES TO PROMOTE DOWNTOWN LIVING 5,000

RED OAK CAMP

9057 KIRTLAND CHARDON ROAD
WILLOUGHBY,OH44094 		NONE PC OUTDOOR EXPERIENCES FOR BOYS AND GIRLS 5,000

UNIVERSITY CIRCLE INC

10831 MAGNOLIA DRIVE
CLEVELAND,OH44106 		NONE PC ADVOCATES FOR EDUCATION 10,000

HABITAT FOR HUMANITY

2110 W 110TH STREET
CLEVELAND,OH44102 		NONE PC CHARITABLE HOME BUILDING 5,500

YMCA

525 MAIN STREET
DAMARISCOTTA,ME04543 		NONE PC CHILDCARE SUPPORT 30,000
Total .................................right arrow 3a 319,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		         
4 Dividends and interest from securities ....     14 89,705  
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 ............ 		    14 56 210,438
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL EXCISE TAX-REFUND 		         
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 89,761 210,438
13Total. Add line 12, columns (b), (d), and (e)..................
13
300,199
(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.)
4 INTEREST FROM STATE BONDS EXCLUDED FROM INCOME SECTION 103
Form 990-PF (2024)
Form 990-PF (2024)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE SEARS SWETLAND FAMILY FOUNDATION
EIN:
34-6522143
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 1,975 296   1,679

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE SEARS SWETLAND FAMILY FOUNDATION
EIN:
34-6522143
Name of Bond End of Year Book Value End of Year Fair Market Value
EXPRESS SCRIPTS HLDG 4.5% 50,515 49,738
AUTODESK INC 4.375% 6/15/2025 50,048 49,912
EXPRESS SCRIPTS 4.5% 2/25/2026 50,515 49,738
HORACE MANN ED. 4.5% 12/1/2025 25,184 24,833
PRECISION CAST. 3.25% 6/15/2023 48,607 49,713
COMCAST CORP NEW NOTE 9,716 9,643
APPLE INC NOTE CALL 51,283 48,495
VISA NOTE CALL 24,333 24,716
THERMO FISHER SCIENTIFIC 25,002 25,238
MCKESSON CORP NOTE CALL 9,817 9,777
ARCHER DANIELS MIDLAND CO 110,302 105,375
APPLE INC NOTE CALL 52,474 48,093

TY 2024 InvestmentsCorpStockSchedule
Name:
THE SEARS SWETLAND FAMILY FOUNDATION
EIN:
34-6522143
Name of Stock End of Year Book Value End of Year Fair Market Value
ANSYS 27,676 109,295
MASTERCARD 34,792 236,957
RESMED 22,985 205,821
APPLE 96,517 125,210
MICROSOFT 8,542 107,483
ZEBRA TECHNOLGIES 30,852 57,933
MICROSOFT 76,585 130,665
ZEBRA TECHNOLGIES 20,557 38,622
UNION PAC CORP 82,822 76,393
MARSH & MCLENNAN COS 91,043 106,205
PROGRESSIVE CORP 18,236 47,922
EMCOR GROUP 24,454 122,553
QUANTA SERVICES INC 29,124 126,420
EXPONET INC 38,191 40,095
ACCENTURE PLC 56,073 52,769
CHUBB LIMITED 109,968 151,965
CINTAS CORP 71,452 116,928
EXPONET INC 103,115 106,920
NOVO NORDISK 37,924 51,612
UNITED RENTALS 29,648 70,444
MARSH & MCLENNAN COS 24,231 31,862
FLEX LTD COM 30,115 76,780
ALPHABET INC CAP STK CL C 112,153 161,874
APPLE INC 14,384 125,210
KINSALE CAP GROUP INC COM 70,299 97,677
ELI LILLY & CO COM 126,335 231,600
ACCENTURE PLC 11,100 14,775
EATON CORP 33,530 33,187
NU HOLDINGS LTD CLASS A 11,779 10,360
NVENT ELECTRIC PLC COM 44,232 47,916
ASML HOLDING NV EUR 43,962 34,654
AMAZON COM INC 54,573 62,526
BROADCOM INC COM 40,456 69,552
CADENCE DESIGN SYSTEM 33,629 75,115
CASEYS GENERAL STORES INC 27,570 39,623
CHIPOTLE MEXICAN GRILL 10,344 10,552
CROWDSTRIKE HLDGS INC 31,401 34,216
ELI LILLY & CO COM 64,950 108,080
OTIS WORLDWIDE 19,010 18,522
SOLAREDGE TECHNOLOGIES 27,964 1,360
TAIWAN SEMICONDUCTOR 31,006 39,498
TRADEWEB MARKETS INC 19,352 27,493
NU HOLDINGS LTD USD 23,559 20,720
NVENT ELECTRIC PLC COM 110,612 114,509
ASML HOLDING NV EUR 61,547 48,515
AMAZON COM INC 136,206 159,058
APPLIED MATERIALS INC 80,470 58,059
BROADCOM INC COM 82,474 144,900
CASEYS GENERAL STORES INC 85,834 118,869
CHIPOTLE MEXICAN GRILL 21,235 20,804
CLEVELAND-CLIFFS INC 33,590 18,800
COSTCO WHOLESALE 21,167 23,823
CROWDSTRIKE HLDGS INC 87,298 94,094
FISERV INC COM 51,465 51,355
HUNTINGTON INGALLS INDUSTRIES 25,131 18,897
NORTHROP GRUMMAN CORP 40,841 39,890
NOVO NORDISK 124,380 172,040
POWELL INDUSTRIES INC 43,295 114,150
STRYKER CORPORATION 95,735 108,015
UBER TECHNOLOGIES INC 49,500 45,240

TY 2024 InvestmentsGovtObligationsSch
Name:
THE SEARS SWETLAND FAMILY FOUNDATION
EIN:
34-6522143
US Government Securities - End of Year Book Value:

863,818
US Government Securities - End of Year Fair Market Value:

881,172
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
THE SEARS SWETLAND FAMILY FOUNDATION
EIN:
34-6522143
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES MSCI POLAND ETF AT COST 47,477 45,079
ISHARES MSCI POLAND ETF AT COST 63,742 60,523
INVESCO EXCH TRD SLF IDX FD AT COST 10,013 9,964

TY 2024 LegalFeesSchedule
Name:
THE SEARS SWETLAND FAMILY FOUNDATION
EIN:
34-6522143
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 7,096 1,064   6,032


TY 2024 OtherDecreasesSchedule
Name:
THE SEARS SWETLAND FAMILY FOUNDATION
EIN:
34-6522143
Description Amount
BASIS AND RETURN OF CAPITAL 693


TY 2024 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
COMMUNICATIONS 5,051 758   4,293
MEMBERSHIPS 1,000 150   850
OHIO FILING FEES 200 0   200
BANK FEES 36 0   36


TY 2024 OtherProfessionalFeesSchedule
Name:
THE SEARS SWETLAND FAMILY FOUNDATION
EIN:
34-6522143
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 31,438 31,438   0


TY 2024 TaxesSchedule
Name:
THE SEARS SWETLAND FAMILY FOUNDATION
EIN:
34-6522143
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 1,108 0   0