Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
BRATENAHL
State or province
OH
Country  
ZIP or foreign postal code
44108
A Employer identification number

34-6522143
B Telephone number (see instructions)

2169323051
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$6,896,493J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 102,143 102,143  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 451,348
b Gross sales price for all assets on line 6a 2,819,224
7 Capital gain net income (from Part IV, line 2)... 451,348
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........ 553,491 553,491  
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
2,000 300   1,700
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
41,015 40,976   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,767 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,152 743   4,209
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 55,909 42,315   7,588
25 Contributions, gifts, grants paid....... 318,000 318,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 373,909 42,315   325,588
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 179,582
b Net investment income (if negative, enter -0-) 511,176
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 9,202 16,365 16,365
2 Savings and temporary cash investments......... 131,625 215,820 215,820
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 863,818 Click to see attachment
List of Attached Documents:
// Content
794,599 		813,146
b Investments—corporate stock (attach schedule)....... 3,067,270 Click to see attachment
List of Attached Documents:
// Content
3,364,380 		5,326,688
c Investments—corporate bonds (attach schedule)....... 507,796 Click to see attachment
List of Attached Documents:
// Content
442,803 		448,464
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 121,232 Click to see attachment
List of Attached Documents:
// Content
47,477 		76,010
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,700,943 4,881,444 6,896,493
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 )    
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
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 4,698,968 4,879,469
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 4,698,968 4,879,469
30 Total liabilities and net assets/fund balances (see instructions). 4,700,943 4,881,444
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
4,698,968
2
Enter amount from Part I, line 27a .....................
2
179,582
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
919
4
Add lines 1, 2, and 3 ..........................
4
4,879,469
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,879,469
Form 990-PF (2025)
Form 990-PF (2025)
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 FIDELITY SCHEDULE 1 P 2025-01-01 2025-12-31
b FIDELITY SCHEDULE 2 P 2021-12-08 2025-11-25
c FIDELITY SCHEDULE 3 P 2009-12-18 2025-06-11
d ACCENTURE PLC P 2025-02-07 2025-11-11
e CHIPOTLE MEXICAN GRILL P 2024-10-24 2025-09-04
ISHARES TR MSCI P 2025-10-10 2025-12-09
ACCENTURE PLC P 2021-03-16 2025-11-11
APPLE INC P 2017-05-22 2025-12-09
BROADCOM INC P 2024-05-29 2025-06-05
ELI LILLY P 2023-06-27 2025-10-10
EMCOR GROUP INC P 2021-02-01 2025-07-14
EXPONENT INC P 2021-02-01 2025-10-23
EXPRESS SCRIPTS P 2019-04-12 2025-12-31
MARSH MCCLENNAN COMPANIES P 2022-09-02 2025-12-09
MICROSOFT CORP P 2013-08-08 2025-07-24
NOVO NORDISK P 2022-12-08 2025-07-29
NU HOLDINGS LTD P 2024-05-29 2025-11-11
NVENT ELECTRIC PLC P 2024-02-13 2025-04-23
PRECISION CASTPARTS P 2018-10-17 2025-06-16
QUANTA SERVICES P 2021-02-01 2025-07-14
SOLAREDGE TECHNOLOGIES P 2022-09-06 2025-07-24
UNITED STATES TREASURY 3% P 2023-07-06 2025-07-15
UNITED STATES TREASURY 2.625% P 2023-04-25 2025-03-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 444,873   516,499 -71,626
b 1,657,392   1,373,130 284,262
c 58,640   6,130 52,510
d 2,430   3,880 -1,450
e 11,375   15,612 -4,237
2,247   2,213 34
10,207   11,100 -893
47,922   7,120 40,802
19,589   10,446 9,143
117,748   64,950 52,798
55,049   9,964 45,085
31,163   38,191 -7,028
50,000   50,068 -68
27,294   24,231 3,063
30,646   2,290 28,356
32,561   37,924 -5,363
16,454   11,779 4,675
37,107   44,231 -7,124
50,000   48,607 1,393
63,700   13,106 50,594
2,827   27,964 -25,137
25,000   24,040 960
25,000   24,401 599
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       -71,626
b       284,262
c       52,510
d       -1,450
e       -4,237
      34
      -893
      40,802
      9,143
      52,798
      45,085
      -7,028
      -68
      3,063
      28,356
      -5,363
      4,675
      -7,124
      1,393
      50,594
      -25,137
      960
      599
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 2 451,348
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 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 7,105
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 7,105
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 7,105
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 5,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,105
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,105
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....... 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
OH
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 2025 or the taxable year beginning in 2025? 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 addressSEARSSWETLANDFOUNDATION.ORG
14
The books are in care ofRUTH SWETLAND EPPIG Telephone no. (216) 932-2745

Located at13003 LAKESHORE BLVDBRATENAHLOH ZIP+444108
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
6,637,159
b
Average of monthly cash balances.......................
1b
30,361
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,667,520
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
6,667,520
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
100,013
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,567,507
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
328,375
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
328,375
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
7,105
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,105
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
321,270
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
321,270
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
321,270
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, line 26, column (d) ..........
1a
325,588
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
325,588
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 321,270
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 17,358
b From 2021...... 27,421
c From 2022...... 2,622
d From 2023...... 16,159
e From 2024...... 14,481
f Total of lines 3a through e ........ 78,041
4Qualifying distributions for 2025 from Part
XI, line 4: $ 325,588
a Applied to 2024, 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 2025 distributable amount..... 321,270
e Remaining amount distributed out of corpus 4,318
5 Excess distributions carryover applied to 2025. 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 82,359
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		17,358
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		65,001
10 Analysis of line 9:
a Excess from 2021 .... 27,421
b Excess from 2022 .... 2,622
c Excess from 2023 .... 16,159
d Excess from 2024 .... 14,481
e Excess from 2025 .... 4,318
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

CENTRAL LINCOLN YMCA

525 MAIN STREET
DAMARISCOTTA,ME04543 		NONE   CHILD CARE AND EDUCATION 30,000

ALLIANCE FOR THE GREAT LAKES

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

AMERICAN RIVERS INC

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

BEYOND PESTICIDES

701 E STREET SE SUITE 200
WASHINGTON,DC20003 		NONE   SUSTAINABLE AGRICULTURE 2,500

BIRTHING BEAUTIFUL COMMUNITIES

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

BUILDING HOPE IN THE CITY

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

CLEVELAND INSTITUTE OF ART

11610 EUCLID AVENUE
CLEVELAND,OH44106 		NONE   ARTS EDUCATION 15,000

CLEVELAND METROPARKS

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

CLEVELAND MUSEUM OF ART

11150 EAST BOULEVARD
CLEVELAND,ME44106 		NONE   HISTORIC PARK PRESERVATION 10,000

CLEVELAND MUSEUM OF NATURAL HISTORY

1 WADE OVAL DRIVE
CLEVELAND,OH44106 		NONE   HUMAN HEALTH AND EDUCATION 5,000

CLEVELAND NEIGHBORHOOD PROGRESS

11327 SHAKER BOULEVARD
SHAKER HEIGHTS,OH44104 		NONE   COMMUNITY BUILDING 10,000

COLLEGE NOW GREATER CLEVELAND

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

CWRU SWETLAND CENTER FOR ENVIRONMENTAL HEALTH

1101 CEDAR AVENUE STE 400
CLEVELAND,OH44106 		NONE   ENVIRONMENTAL HEALTH 20,000

DOWNTOWN CLEVELAND ALLIANCE

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

FOOTPATH FOUNDATION

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

GLOBAL CLEVELAND

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

GREATER CLEVELAND FOOD BANK

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

GREATER CLEVELAND HABITAT FOR HUMANITY

2110 W 110TH STREET
CLEVELAND,OH44102 		NONE   CHARITABLE HOME BUILDING 5,000

HATHAWAY BROWN SCHOOL

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

HUNGER NETWORK

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

IDEASTREAM PUBLIC MEDIA

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

LAKE ERIE NATURE AND SCIENCE CENTER

15500 S WATERLOO ROAD
CLEVELAND,OH44110 		NONE   NATURE EDUCATION 5,000

LAKE VIEW CEMETARY ASSOCIATION

12316 EUCLID AVENUE
CLEVELAND,OH44106 		NONE   NATURE TREE CARE 500

NATURE CENTER OF SHAKER LAKES

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

NATURE CONSERVANCY OF VERMONT

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

RAINEY INSTITUTE

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

RED OAK CAMP

9057 KIRTLAND CHARDON ROAD
WILLOUGHBY,OH44094 		NONE   NATURE EDUCATION 2,500

RID ALL GREEN PARTNERSHIP

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

SMOKEY HOUSE CENTER

426 DANBY MOUNTAIN ROAD
DANBY,VT05739 		NONE   ENVIRONMENTAL RESEARCH 10,000

SPICE FIELD KITCHEN

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

UNIVERSITY CIRCLE INC

10831 MAGNOLIA DRIVE
CLEVELAND,OH44106 		NONE   PLACE MAKING PUBLIC SPACES 5,000

VERMONT PUBLIC INTEREST RESEARCH GROUP

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

WESTERN RESERVE LAND CONSERVANCY

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

OHIO ENVIRONMENTAL COUNCIL

1145 CHESAPEAKE AVENUE STE I
COLUMBUS,OH43212 		NONE   ENVIRONMENTAL PROTECTION 10,000

ENVIRONMENTAL LAW AND POLICY CENTER - OHIO PROGRAMS

35 EAST WACKER DRIVE
CHICAGO,IL60601 		NONE   ENVIRONMENTAL PROTECTION 5,000

WESTSIDE MARKET

1979 W 25TH ST
CLEVELAND,OH44113 		NONE   COMMUNITY FOOD ACCESS 10,000

ACTION FOR THE CLIMATE EMERGENCY

529 MAIN STREET SUITE 200
CHARLSTON,MA02129 		NONE   CLIMATE EDUCATION 5,000

GREATER OHIO POLICY CENTER

3400 N HIGH STREET SUITE 260
COLUMBUS,OH43202 		NONE   ENVIRONMENTAL 5,000

GREAT LAKES SCIENCE CENTER

601 ERIESIDE AVENUE
CLEVELAND,OH44114 		NONE   STEM EDUCATION 5,000

BROOKDALE ORCHARD

1373 EAST 88 STREET
CLEVELAND,OH44106 		NONE   COMMUNITY BUILDING 5,000

BOYS AND GIRLS CLUBS OF NORTHEAST OHIO

2561 E 59TH STREET
CLEVELAND,OH44104 		NONE   YOUTH EDUCATION 5,000

PRETERM

12000 SHAKER BLVD
CLEVELAND,OH44120 		NONE   REPRODUCTIVE HEALTH 5,000

COUNCIL OF MICHIGAN FOUNDATIONS

300 RIVER PL DR 6600
DETROIT,MI48207 		NONE   ENVIRONMENTAL 500

TRUST FOR PUBLIC LAND

5500 SOUTH MARGINAL ROAD
CLEVELAND,OH44103 		NONE   PARK RESTORATION 5,000

CLEVELAND TREE COALITION

812 HURON RD E SUITE 820
CLEVELAND,OH44115 		NONE   URBAN TREE CANOPY 5,000

LAND STUDIO

2519 DETROIT AVE
CLEVELAND,OH44113 		NONE   PLACE MAKING 5,000

MOCA

11400 EUCLID AVENUE
CLEVELAND,OH44106 		NONE   ENVIRONMENTAL ART 2,000

FARE

4600 EUCLID AVENUE
CLEVELAND,OH44106 		NONE   FOOD ACCESS 5,000
Total ................................. 3a 318,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 102,143  
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 ............ 		        451,348
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) .. 0 102,143 451,348
13Total. Add line 12, columns (b), (d), and (e)..................
13
553,491
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 2025 InvestmentsCorpBondsSchedule
Name:
THE SEARS SWETLAND FAMILY FOUNDATION
EIN:
34-6522143
Name of Bond End of Year Book Value End of Year Fair Market Value
COMCAST CORP NEW NOTE 9,716 10,095
APPLE INC NOTE CALL 50,487 50,136
THERMO FISHER SCIENTIFIC 25,002 25,339
MCKESSON CORP NOTE CALL 9,817 10,182
APPLE INC NOTE CALL 51,575 49,830
ANALOG DEVICES 9,004 9,482
ARCHER DANIELS MIDLAND CO 109,171 110,427
COMCAST CORP NEW 4.5% 2028 98,007 101,427
WASTE MANAGEMENT INC 3.15% 2027 19,247 19,849
INVESCO BULLET SHARES 2028 60,777 61,697

TY 2025 InvestmentsCorpStockSchedule
Name:
THE SEARS SWETLAND FAMILY FOUNDATION
EIN:
34-6522143
Name of Stock End of Year Book Value End of Year Fair Market Value
MASTERCARD 19,003 154,138
RESMED 16,856 158,974
APPLE 96,511 135,930
MICROSOFT 6,252 91,888
MICROSOFT 60,678 125,741
ZEBRA TECHNOLGIES 20,557 24,282
UNION PAC CORP 82,822 77,492
PROGRESSIVE CORP 18,236 45,544
CHUBB LIMITED 130,157 134,626
CINTAS CORP 66,986 112,842
ALPHABET INC CAP STK CL C 109,514 260,454
APPLE INC 7,264 85,636
ASML HOLDING NV EUR 43,962 53,493
AMAZON COM INC 54,573 65,784
BROADCOM INC COM 30,010 77,873
CADENCE DESIGN SYSTEM 33,629 78,145
CASEYS GENERAL STORES INC 27,570 55,271
CROWDSTRIKE HLDGS INC 31,401 46,876
ELI LILLY & CO COM 39,980 107,468
OTIS WORLDWIDE 19,010 17,470
TAIWAN SEMICONDUCTOR 31,006 60,937
TRADEWEB MARKETS INC 19,352 22,583
ASML HOLDING NV EUR 61,547 74,890
AMAZON COM INC 136,206 167,345
APPLIED MATERIALS INC 103,787 123,355
BROADCOM INC COM 82,474 216,313
CASEYS GENERAL STORES INC 85,834 165,813
COSTCO WHOLESALE 75,094 68,987
CROWDSTRIKE HLDGS INC 87,298 128,909
NORTHROP GRUMMAN CORP 40,841 48,468
POWELL INDUSTRIES INC 36,968 66,625
STRYKER CORPORATION 95,735 105,441
UBER TECHNOLOGIES INC 49,500 61,283
CME GROUP INC COM 73,612 75,097
ECOLAB 171,228 186,908
PROGRESSIVE CORP 79,748 68,316
REPUBLIC SERVICES 24,679 21,193
KINSALE CAPITAL 70,299 82,135
REDDIT 26,172 28,734
ENCORE CAPITAL GROUP 48,999 47,556
POWELL INDUSTRIES INC 75,653 223,146
FLEX LTD ORD 30,115 120,840
NEBIUS GROUP N.V. SHS CLASS A 75,865 125,558
FIDELITY DISRUPTIVE AUTOMATION 15,246 16,669
TECHNOLOGY SELECT SECTOR SPDR 54,817 53,413
XTRACKERS ARTIFICIAL INTELLIGENCE 115,518 128,708
SPROTT CRITICAL MATERIALS ETF 68,316 72,375
ISHARES MSCI INTL QUALITY FACTOR 138,310 146,576
CME GROUP INC COM 61,944 61,443
ECOLAB 46,119 52,650
EMCOR GROUP INC 14,492 97,886
QUANTA SERVICES INC 16,018 92,853
REDDIT 30,360 33,331
UNITED RENTALS INC 29,648 80,932
ENCORE CAPITAL GROUP 8,292 8,153
CHUBB LIMITED 27,242 28,178
EATON CORP PLC 33,530 31,851
XTRACKERS ARTIFICIAL INTELLIGENCE 57,508 64,354
SPROTT CRITICAL MATERIALS ETF 51,142 53,558
ISHARES MSCI INTL QUALITY FACTOR 98,895 103,399

TY 2025 InvestmentsGovtObligationsSch
Name:
THE SEARS SWETLAND FAMILY FOUNDATION
EIN:
34-6522143
US Government Securities - End of Year Book Value:

744,599
US Government Securities - End of Year Fair Market Value:

762,950
State & Local Government Securities - End of Year Book Value:


50,000
State & Local Government Securities - End of Year Fair Market Value:


50,196


TY 2025 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 76,010

TY 2025 LegalFeesSchedule
Name:
THE SEARS SWETLAND FAMILY FOUNDATION
EIN:
34-6522143
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,000 300   1,700


TY 2025 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 4,952 743   4,209
OHIO FILING FEES 200 0   0


TY 2025 OtherIncreasesSchedule
Name:
THE SEARS SWETLAND FAMILY FOUNDATION
EIN:
34-6522143
Description Amount
BOOK TAX DIFFERENCE AND RETURN OF CAPITAL 919


TY 2025 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 40,976 40,976   0
ACCOUNT FEES 39 0   0


TY 2025 TaxesSchedule
Name:
THE SEARS SWETLAND FAMILY FOUNDATION
EIN:
34-6522143
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 1,222 0   0
INCOME TAX 4,545 0   0